vs
森萨塔科技（ST）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是森萨塔科技的1.1倍（$1.0B vs $934.8M），森萨塔科技净利率更高（9.3% vs 7.6%，领先1.7%），思佳讯同比增速更快（8.6% vs 2.6%），思佳讯自由现金流更多（$339.0M vs $104.6M），过去两年思佳讯的营收复合增速更高（-0.5% vs -5.0%）
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
ST vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.1倍
$934.8M
营收增速更快
SWKS
高出6.0%
2.6%
净利率更高
ST
高出1.7%
7.6%
自由现金流更多
SWKS
多$234.4M
$104.6M
两年增速更快
SWKS
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $934.8M | $1.0B |
| 净利润 | $87.1M | $79.2M |
| 毛利率 | 30.6% | 41.3% |
| 营业利润率 | 15.1% | 10.0% |
| 净利率 | 9.3% | 7.6% |
| 营收同比 | 2.6% | 8.6% |
| 净利润同比 | 24.6% | 15.3% |
| 每股收益（稀释后） | $0.59 | $0.53 |
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STSWKS
| Q1 26 | $934.8M | $1.0B | ||
| Q4 25 | $917.9M | $1.1B | ||
| Q3 25 | $932.0M | — | ||
| Q2 25 | $943.4M | $965.0M | ||
| Q1 25 | $911.3M | $953.2M | ||
| Q4 24 | $907.7M | $1.1B | ||
| Q3 24 | $982.8M | $1.0B | ||
| Q2 24 | $1.0B | $905.5M |
净利润STSWKS
| Q1 26 | $87.1M | $79.2M | ||
| Q4 25 | $63.2M | $141.4M | ||
| Q3 25 | $-162.5M | — | ||
| Q2 25 | $60.7M | $105.0M | ||
| Q1 25 | $69.9M | $68.7M | ||
| Q4 24 | $5.8M | $162.0M | ||
| Q3 24 | $-25.0M | $60.5M | ||
| Q2 24 | $71.7M | $120.9M |
毛利率STSWKS
| Q1 26 | 30.6% | 41.3% | ||
| Q4 25 | 29.0% | 40.7% | ||
| Q3 25 | 27.8% | — | ||
| Q2 25 | 30.3% | 41.6% | ||
| Q1 25 | 29.9% | 41.1% | ||
| Q4 24 | 27.1% | 41.4% | ||
| Q3 24 | 28.6% | 41.9% | ||
| Q2 24 | 30.0% | 40.2% |
营业利润率STSWKS
| Q1 26 | 15.1% | 10.0% | ||
| Q4 25 | 10.9% | 10.1% | ||
| Q3 25 | -13.2% | — | ||
| Q2 25 | 14.6% | 11.5% | ||
| Q1 25 | 13.4% | 10.2% | ||
| Q4 24 | 8.1% | 16.9% | ||
| Q3 24 | -20.3% | 5.8% | ||
| Q2 24 | 12.5% | 14.4% |
净利率STSWKS
| Q1 26 | 9.3% | 7.6% | ||
| Q4 25 | 6.9% | 12.9% | ||
| Q3 25 | -17.4% | — | ||
| Q2 25 | 6.4% | 10.9% | ||
| Q1 25 | 7.7% | 7.2% | ||
| Q4 24 | 0.6% | 15.2% | ||
| Q3 24 | -2.5% | 5.9% | ||
| Q2 24 | 6.9% | 13.4% |
每股收益（稀释后）STSWKS
| Q1 26 | $0.59 | $0.53 | ||
| Q4 25 | $0.45 | $0.95 | ||
| Q3 25 | $-1.12 | — | ||
| Q2 25 | $0.41 | $0.70 | ||
| Q1 25 | $0.47 | $0.43 | ||
| Q4 24 | $0.05 | $1.00 | ||
| Q3 24 | $-0.17 | $0.36 | ||
| Q2 24 | $0.47 | $0.75 |
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 | $635.1M | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $2.9B | $5.8B |
| 总资产 | $6.8B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资STSWKS
| Q1 26 | $635.1M | $1.6B | ||
| Q4 25 | $573.0M | $1.4B | ||
| Q3 25 | $791.3M | — | ||
| Q2 25 | $661.8M | $1.3B | ||
| Q1 25 | $588.1M | $1.5B | ||
| Q4 24 | $593.7M | $1.7B | ||
| Q3 24 | $506.2M | $1.6B | ||
| Q2 24 | $1.0B | $1.3B |
总债务STSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $2.8B | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | $3.2B | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益STSWKS
| Q1 26 | $2.9B | $5.8B | ||
| Q4 25 | $2.8B | $5.8B | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.9B | $5.7B | ||
| Q1 25 | $2.8B | $5.9B | ||
| Q4 24 | $2.9B | $6.4B | ||
| Q3 24 | $3.0B | $6.3B | ||
| Q2 24 | $3.0B | $6.3B |
总资产STSWKS
| Q1 26 | $6.8B | $7.9B | ||
| Q4 25 | $6.8B | $7.9B | ||
| Q3 25 | $7.1B | — | ||
| Q2 25 | $7.3B | $7.7B | ||
| Q1 25 | $7.2B | $7.9B | ||
| Q4 24 | $7.1B | $8.3B | ||
| Q3 24 | $7.3B | $8.3B | ||
| Q2 24 | $8.2B | $8.2B |
负债/权益比STSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 1.02× | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | 1.11× | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | $122.5M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $104.6M | $339.0M |
| 自由现金流率自由现金流/营收 | 11.2% | 32.7% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 1.41× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $508.3M | $1.1B |
8季度趋势，按日历期对齐
经营现金流STSWKS
| Q1 26 | $122.5M | $395.5M | ||
| Q4 25 | $201.5M | $200.0M | ||
| Q3 25 | $159.9M | — | ||
| Q2 25 | $140.9M | $314.2M | ||
| Q1 25 | $119.2M | $409.4M | ||
| Q4 24 | $170.7M | $377.2M | ||
| Q3 24 | $130.9M | $476.1M | ||
| Q2 24 | $143.5M | $273.4M |
自由现金流STSWKS
| Q1 26 | $104.6M | $339.0M | ||
| Q4 25 | $151.9M | $144.0M | ||
| Q3 25 | $136.2M | — | ||
| Q2 25 | $115.5M | $252.7M | ||
| Q1 25 | $86.6M | $370.9M | ||
| Q4 24 | $138.9M | $338.2M | ||
| Q3 24 | $91.3M | $393.3M | ||
| Q2 24 | $98.4M | $249.0M |
自由现金流率STSWKS
| Q1 26 | 11.2% | 32.7% | ||
| Q4 25 | 16.6% | 13.1% | ||
| Q3 25 | 14.6% | — | ||
| Q2 25 | 12.2% | 26.2% | ||
| Q1 25 | 9.5% | 38.9% | ||
| Q4 24 | 15.3% | 31.7% | ||
| Q3 24 | 9.3% | 38.4% | ||
| Q2 24 | 9.5% | 27.5% |
资本支出强度STSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 5.4% | 5.1% | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 2.7% | 6.4% | ||
| Q1 25 | 3.6% | 4.0% | ||
| Q4 24 | 3.5% | 3.6% | ||
| Q3 24 | 4.0% | 8.1% | ||
| Q2 24 | 4.4% | 2.7% |
现金转化率STSWKS
| Q1 26 | 1.41× | 4.99× | ||
| Q4 25 | 3.19× | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.32× | 2.99× | ||
| Q1 25 | 1.70× | 5.96× | ||
| Q4 24 | 29.50× | 2.33× | ||
| Q3 24 | — | 7.87× | ||
| Q2 24 | 2.00× | 2.26× |
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
ST
暂无分部数据
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
