vs
Simpson Manufacturing Co., Inc.（SSD）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是世纪互联的1.6倍（$588.0M vs $362.7M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -10.7%，领先25.7%），过去两年世纪互联的营收复合增速更高（17.4% 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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
SSD vs VNET — 直观对比
营收规模更大
SSD
是对方的1.6倍
$362.7M
净利率更高
SSD
高出25.7%
-10.7%
两年增速更快
VNET
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $588.0M | $362.7M |
| 净利润 | $88.2M | $-38.7M |
| 毛利率 | 45.2% | 20.9% |
| 营业利润率 | 19.5% | 0.5% |
| 净利率 | 15.0% | -10.7% |
| 营收同比 | 9.1% | — |
| 净利润同比 | 13.3% | — |
| 每股收益（稀释后） | $2.13 | — |
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SSDVNET
| Q1 26 | $588.0M | — | ||
| Q4 25 | $539.3M | — | ||
| Q3 25 | $623.5M | $362.7M | ||
| Q2 25 | $631.1M | — | ||
| Q1 25 | $538.9M | $309.5M | ||
| Q4 24 | $517.4M | — | ||
| Q3 24 | $587.2M | $302.2M | ||
| Q2 24 | $597.0M | $274.4M |
净利润SSDVNET
| Q1 26 | $88.2M | — | ||
| Q4 25 | $56.2M | — | ||
| Q3 25 | $107.4M | $-38.7M | ||
| Q2 25 | $103.5M | — | ||
| Q1 25 | $77.9M | $-2.4M | ||
| Q4 24 | $55.4M | — | ||
| Q3 24 | $93.5M | $-2.1M | ||
| Q2 24 | $97.8M | $-1.1M |
毛利率SSDVNET
| Q1 26 | 45.2% | — | ||
| Q4 25 | 43.4% | — | ||
| Q3 25 | 46.4% | 20.9% | ||
| Q2 25 | 46.7% | — | ||
| Q1 25 | 46.8% | 25.2% | ||
| Q4 24 | 44.0% | — | ||
| Q3 24 | 46.8% | 23.2% | ||
| Q2 24 | 46.7% | 21.3% |
营业利润率SSDVNET
| Q1 26 | 19.5% | — | ||
| Q4 25 | 13.9% | — | ||
| Q3 25 | 22.6% | 0.5% | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 19.0% | 0.1% | ||
| Q4 24 | 14.8% | — | ||
| Q3 24 | 21.3% | 24.5% | ||
| Q2 24 | 22.1% | 0.2% |
净利率SSDVNET
| Q1 26 | 15.0% | — | ||
| Q4 25 | 10.4% | — | ||
| Q3 25 | 17.2% | -10.7% | ||
| Q2 25 | 16.4% | — | ||
| Q1 25 | 14.5% | -0.8% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 15.9% | -0.7% | ||
| Q2 24 | 16.4% | -0.4% |
每股收益（稀释后）SSDVNET
| Q1 26 | $2.13 | — | ||
| Q4 25 | $1.34 | — | ||
| Q3 25 | $2.58 | — | ||
| Q2 25 | $2.47 | — | ||
| Q1 25 | $1.85 | — | ||
| Q4 24 | $1.31 | — | ||
| Q3 24 | $2.21 | — | ||
| Q2 24 | $2.31 | — |
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 | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $890.8M |
| 总资产 | $3.0B | $6.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资SSDVNET
| Q1 26 | $341.0M | — | ||
| Q4 25 | $384.1M | — | ||
| Q3 25 | $297.3M | $492.1M | ||
| Q2 25 | $190.4M | — | ||
| Q1 25 | $150.3M | $544.3M | ||
| Q4 24 | $239.4M | — | ||
| Q3 24 | $339.4M | $219.5M | ||
| Q2 24 | $354.9M | $247.2M |
总债务SSDVNET
| Q1 26 | — | — | ||
| Q4 25 | $300.0M | — | ||
| Q3 25 | $371.3M | — | ||
| Q2 25 | $376.9M | — | ||
| Q1 25 | $382.5M | — | ||
| Q4 24 | $388.1M | — | ||
| Q3 24 | $393.8M | $1.2B | ||
| Q2 24 | $399.4M | — |
股东权益SSDVNET
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $890.8M | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | $927.8M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.9B | $902.9M | ||
| Q2 24 | $1.8B | $900.6M |
总资产SSDVNET
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | $6.1B | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $2.8B | $5.4B | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.9B | $4.3B | ||
| Q2 24 | $2.8B | $4.0B |
负债/权益比SSDVNET
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | 1.28× | ||
| Q2 24 | 0.23× | — |
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 | — | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-589.7M |
8季度趋势，按日历期对齐
经营现金流SSDVNET
| Q1 26 | — | — | ||
| Q4 25 | $155.7M | — | ||
| Q3 25 | $170.2M | $113.8M | ||
| Q2 25 | $125.2M | — | ||
| Q1 25 | $7.6M | $27.0M | ||
| Q4 24 | $115.8M | — | ||
| Q3 24 | $103.3M | $108.3M | ||
| Q2 24 | $111.1M | $55.8M |
自由现金流SSDVNET
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | — | ||
| Q3 25 | $133.9M | $-193.1M | ||
| Q2 25 | $87.3M | — | ||
| Q1 25 | $-42.6M | $-220.0M | ||
| Q4 24 | $60.3M | — | ||
| Q3 24 | $58.1M | $-95.0M | ||
| Q2 24 | $70.9M | $-81.6M |
自由现金流率SSDVNET
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 21.5% | -53.2% | ||
| Q2 25 | 13.8% | — | ||
| Q1 25 | -7.9% | -71.1% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 9.9% | -31.4% | ||
| Q2 24 | 11.9% | -29.8% |
资本支出强度SSDVNET
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 5.8% | 84.6% | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 9.3% | 79.8% | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 7.7% | 67.3% | ||
| Q2 24 | 6.7% | 50.1% |
现金转化率SSDVNET
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | — | ||
| Q3 25 | 1.58× | — | ||
| Q2 25 | 1.21× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.10× | — | ||
| Q2 24 | 1.14× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
