vs
Simpson Manufacturing Co., Inc.（SSD）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Simpson Manufacturing Co., Inc.的1.4倍（$814.9M vs $588.0M），Ubiquiti Inc.净利率更高（28.7% vs 15.0%，领先13.7%），Ubiquiti Inc.同比增速更快（35.8% vs 9.1%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs -0.8%）
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
SSD vs UI — 直观对比
营收规模更大
UI
是对方的1.4倍
$588.0M
营收增速更快
UI
高出26.7%
9.1%
净利率更高
UI
高出13.7%
15.0%
两年增速更快
UI
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $588.0M | $814.9M |
| 净利润 | $88.2M | $233.6M |
| 毛利率 | 45.2% | 45.9% |
| 营业利润率 | 19.5% | 35.9% |
| 净利率 | 15.0% | 28.7% |
| 营收同比 | 9.1% | 35.8% |
| 净利润同比 | 13.3% | 70.8% |
| 每股收益（稀释后） | $2.13 | $3.86 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收SSDUI
| Q1 26 | $588.0M | — | ||
| Q4 25 | $539.3M | $814.9M | ||
| Q3 25 | $623.5M | $733.8M | ||
| Q2 25 | $631.1M | $759.2M | ||
| Q1 25 | $538.9M | $664.2M | ||
| Q4 24 | $517.4M | $599.9M | ||
| Q3 24 | $587.2M | $550.3M | ||
| Q2 24 | $597.0M | $507.5M |
净利润SSDUI
| Q1 26 | $88.2M | — | ||
| Q4 25 | $56.2M | $233.6M | ||
| Q3 25 | $107.4M | $207.9M | ||
| Q2 25 | $103.5M | $266.7M | ||
| Q1 25 | $77.9M | $180.4M | ||
| Q4 24 | $55.4M | $136.8M | ||
| Q3 24 | $93.5M | $128.0M | ||
| Q2 24 | $97.8M | $103.8M |
毛利率SSDUI
| Q1 26 | 45.2% | — | ||
| Q4 25 | 43.4% | 45.9% | ||
| Q3 25 | 46.4% | 46.0% | ||
| Q2 25 | 46.7% | 45.1% | ||
| Q1 25 | 46.8% | 44.5% | ||
| Q4 24 | 44.0% | 41.2% | ||
| Q3 24 | 46.8% | 42.1% | ||
| Q2 24 | 46.7% | 40.2% |
营业利润率SSDUI
| Q1 26 | 19.5% | — | ||
| Q4 25 | 13.9% | 35.9% | ||
| Q3 25 | 22.6% | 35.7% | ||
| Q2 25 | 22.2% | 34.4% | ||
| Q1 25 | 19.0% | 34.2% | ||
| Q4 24 | 14.8% | 29.8% | ||
| Q3 24 | 21.3% | 30.7% | ||
| Q2 24 | 22.1% | 27.3% |
净利率SSDUI
| Q1 26 | 15.0% | — | ||
| Q4 25 | 10.4% | 28.7% | ||
| Q3 25 | 17.2% | 28.3% | ||
| Q2 25 | 16.4% | 35.1% | ||
| Q1 25 | 14.5% | 27.2% | ||
| Q4 24 | 10.7% | 22.8% | ||
| Q3 24 | 15.9% | 23.3% | ||
| Q2 24 | 16.4% | 20.5% |
每股收益（稀释后）SSDUI
| Q1 26 | $2.13 | — | ||
| Q4 25 | $1.34 | $3.86 | ||
| Q3 25 | $2.58 | $3.43 | ||
| Q2 25 | $2.47 | $4.40 | ||
| Q1 25 | $1.85 | $2.98 | ||
| Q4 24 | $1.31 | $2.26 | ||
| Q3 24 | $2.21 | $2.12 | ||
| Q2 24 | $2.31 | $1.72 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $341.0M | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $2.1B | $1.0B |
| 总资产 | $3.0B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资SSDUI
| Q1 26 | $341.0M | — | ||
| Q4 25 | $384.1M | $302.8M | ||
| Q3 25 | $297.3M | $177.2M | ||
| Q2 25 | $190.4M | $149.7M | ||
| Q1 25 | $150.3M | $151.0M | ||
| Q4 24 | $239.4M | $133.1M | ||
| Q3 24 | $339.4M | $165.2M | ||
| Q2 24 | $354.9M | $126.3M |
总债务SSDUI
| Q1 26 | — | — | ||
| Q4 25 | $300.0M | $47.5M | ||
| Q3 25 | $371.3M | $133.8M | ||
| Q2 25 | $376.9M | $250.0M | ||
| Q1 25 | $382.5M | $340.0M | ||
| Q4 24 | $388.1M | $406.3M | ||
| Q3 24 | $393.8M | $552.5M | ||
| Q2 24 | $399.4M | $708.1M |
股东权益SSDUI
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $2.0B | $828.4M | ||
| Q2 25 | $1.9B | $668.3M | ||
| Q1 25 | $1.9B | $436.1M | ||
| Q4 24 | $1.8B | $290.4M | ||
| Q3 24 | $1.9B | $188.1M | ||
| Q2 24 | $1.8B | $95.1M |
总资产SSDUI
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.1B | $1.6B | ||
| Q3 25 | $3.0B | $1.5B | ||
| Q2 25 | $3.0B | $1.5B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | $2.7B | $1.2B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.8B | $1.2B |
负债/权益比SSDUI
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 0.05× | ||
| Q3 25 | 0.19× | 0.16× | ||
| Q2 25 | 0.20× | 0.37× | ||
| Q1 25 | 0.21× | 0.78× | ||
| Q4 24 | 0.21× | 1.40× | ||
| Q3 24 | 0.21× | 2.94× | ||
| Q2 24 | 0.23× | 7.45× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流SSDUI
| Q1 26 | — | — | ||
| Q4 25 | $155.7M | $263.9M | ||
| Q3 25 | $170.2M | $198.5M | ||
| Q2 25 | $125.2M | $130.4M | ||
| Q1 25 | $7.6M | $123.6M | ||
| Q4 24 | $115.8M | $152.4M | ||
| Q3 24 | $103.3M | $233.7M | ||
| Q2 24 | $111.1M | $231.4M |
自由现金流SSDUI
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | $260.3M | ||
| Q3 25 | $133.9M | $193.3M | ||
| Q2 25 | $87.3M | $125.2M | ||
| Q1 25 | $-42.6M | $120.7M | ||
| Q4 24 | $60.3M | $150.4M | ||
| Q3 24 | $58.1M | $231.1M | ||
| Q2 24 | $70.9M | $229.5M |
自由现金流率SSDUI
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | 31.9% | ||
| Q3 25 | 21.5% | 26.3% | ||
| Q2 25 | 13.8% | 16.5% | ||
| Q1 25 | -7.9% | 18.2% | ||
| Q4 24 | 11.7% | 25.1% | ||
| Q3 24 | 9.9% | 42.0% | ||
| Q2 24 | 11.9% | 45.2% |
资本支出强度SSDUI
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 0.4% | ||
| Q3 25 | 5.8% | 0.7% | ||
| Q2 25 | 6.0% | 0.7% | ||
| Q1 25 | 9.3% | 0.4% | ||
| Q4 24 | 10.7% | 0.3% | ||
| Q3 24 | 7.7% | 0.5% | ||
| Q2 24 | 6.7% | 0.4% |
现金转化率SSDUI
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | 1.13× | ||
| Q3 25 | 1.58× | 0.95× | ||
| Q2 25 | 1.21× | 0.49× | ||
| Q1 25 | 0.10× | 0.68× | ||
| Q4 24 | 2.09× | 1.11× | ||
| Q3 24 | 1.10× | 1.83× | ||
| Q2 24 | 1.14× | 2.23× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
SSD
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
