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森萨塔科技（ST）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是Ubiquiti Inc.的1.1倍（$934.8M vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 9.3%，领先19.4%），Ubiquiti Inc.同比增速更快（35.8% vs 2.6%），Ubiquiti Inc.自由现金流更多（$260.3M vs $104.6M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
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。
ST vs UI — 直观对比
营收规模更大
ST
是对方的1.1倍
$814.9M
营收增速更快
UI
高出33.3%
2.6%
净利率更高
UI
高出19.4%
9.3%
自由现金流更多
UI
多$155.7M
$104.6M
两年增速更快
UI
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $934.8M | $814.9M |
| 净利润 | $87.1M | $233.6M |
| 毛利率 | 30.6% | 45.9% |
| 营业利润率 | 15.1% | 35.9% |
| 净利率 | 9.3% | 28.7% |
| 营收同比 | 2.6% | 35.8% |
| 净利润同比 | 24.6% | 70.8% |
| 每股收益（稀释后） | $0.59 | $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STUI
| Q1 26 | $934.8M | — | ||
| Q4 25 | $917.9M | $814.9M | ||
| Q3 25 | $932.0M | $733.8M | ||
| Q2 25 | $943.4M | $759.2M | ||
| Q1 25 | $911.3M | $664.2M | ||
| Q4 24 | $907.7M | $599.9M | ||
| Q3 24 | $982.8M | $550.3M | ||
| Q2 24 | $1.0B | $507.5M |
净利润STUI
| Q1 26 | $87.1M | — | ||
| Q4 25 | $63.2M | $233.6M | ||
| Q3 25 | $-162.5M | $207.9M | ||
| Q2 25 | $60.7M | $266.7M | ||
| Q1 25 | $69.9M | $180.4M | ||
| Q4 24 | $5.8M | $136.8M | ||
| Q3 24 | $-25.0M | $128.0M | ||
| Q2 24 | $71.7M | $103.8M |
毛利率STUI
| Q1 26 | 30.6% | — | ||
| Q4 25 | 29.0% | 45.9% | ||
| Q3 25 | 27.8% | 46.0% | ||
| Q2 25 | 30.3% | 45.1% | ||
| Q1 25 | 29.9% | 44.5% | ||
| Q4 24 | 27.1% | 41.2% | ||
| Q3 24 | 28.6% | 42.1% | ||
| Q2 24 | 30.0% | 40.2% |
营业利润率STUI
| Q1 26 | 15.1% | — | ||
| Q4 25 | 10.9% | 35.9% | ||
| Q3 25 | -13.2% | 35.7% | ||
| Q2 25 | 14.6% | 34.4% | ||
| Q1 25 | 13.4% | 34.2% | ||
| Q4 24 | 8.1% | 29.8% | ||
| Q3 24 | -20.3% | 30.7% | ||
| Q2 24 | 12.5% | 27.3% |
净利率STUI
| Q1 26 | 9.3% | — | ||
| Q4 25 | 6.9% | 28.7% | ||
| Q3 25 | -17.4% | 28.3% | ||
| Q2 25 | 6.4% | 35.1% | ||
| Q1 25 | 7.7% | 27.2% | ||
| Q4 24 | 0.6% | 22.8% | ||
| Q3 24 | -2.5% | 23.3% | ||
| Q2 24 | 6.9% | 20.5% |
每股收益（稀释后）STUI
| Q1 26 | $0.59 | — | ||
| Q4 25 | $0.45 | $3.86 | ||
| Q3 25 | $-1.12 | $3.43 | ||
| Q2 25 | $0.41 | $4.40 | ||
| Q1 25 | $0.47 | $2.98 | ||
| Q4 24 | $0.05 | $2.26 | ||
| Q3 24 | $-0.17 | $2.12 | ||
| Q2 24 | $0.47 | $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 | $635.1M | $302.8M |
| 总债务越低越好 | — | $47.5M |
| 股东权益账面价值 | $2.9B | $1.0B |
| 总资产 | $6.8B | $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STUI
| Q1 26 | $635.1M | — | ||
| Q4 25 | $573.0M | $302.8M | ||
| Q3 25 | $791.3M | $177.2M | ||
| Q2 25 | $661.8M | $149.7M | ||
| Q1 25 | $588.1M | $151.0M | ||
| Q4 24 | $593.7M | $133.1M | ||
| Q3 24 | $506.2M | $165.2M | ||
| Q2 24 | $1.0B | $126.3M |
总债务STUI
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | $3.2B | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益STUI
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.8B | $1.0B | ||
| Q3 25 | $2.7B | $828.4M | ||
| Q2 25 | $2.9B | $668.3M | ||
| Q1 25 | $2.8B | $436.1M | ||
| Q4 24 | $2.9B | $290.4M | ||
| Q3 24 | $3.0B | $188.1M | ||
| Q2 24 | $3.0B | $95.1M |
总资产STUI
| Q1 26 | $6.8B | — | ||
| Q4 25 | $6.8B | $1.6B | ||
| Q3 25 | $7.1B | $1.5B | ||
| Q2 25 | $7.3B | $1.5B | ||
| Q1 25 | $7.2B | $1.3B | ||
| Q4 24 | $7.1B | $1.2B | ||
| Q3 24 | $7.3B | $1.2B | ||
| Q2 24 | $8.2B | $1.2B |
负债/权益比STUI
| Q1 26 | — | — | ||
| Q4 25 | 1.02× | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 1.11× | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 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 | $122.5M | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $104.6M | $260.3M |
| 自由现金流率自由现金流/营收 | 11.2% | 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 | 1.41× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $508.3M | $699.5M |
8季度趋势，按日历期对齐
经营现金流STUI
| Q1 26 | $122.5M | — | ||
| Q4 25 | $201.5M | $263.9M | ||
| Q3 25 | $159.9M | $198.5M | ||
| Q2 25 | $140.9M | $130.4M | ||
| Q1 25 | $119.2M | $123.6M | ||
| Q4 24 | $170.7M | $152.4M | ||
| Q3 24 | $130.9M | $233.7M | ||
| Q2 24 | $143.5M | $231.4M |
自由现金流STUI
| Q1 26 | $104.6M | — | ||
| Q4 25 | $151.9M | $260.3M | ||
| Q3 25 | $136.2M | $193.3M | ||
| Q2 25 | $115.5M | $125.2M | ||
| Q1 25 | $86.6M | $120.7M | ||
| Q4 24 | $138.9M | $150.4M | ||
| Q3 24 | $91.3M | $231.1M | ||
| Q2 24 | $98.4M | $229.5M |
自由现金流率STUI
| Q1 26 | 11.2% | — | ||
| Q4 25 | 16.6% | 31.9% | ||
| Q3 25 | 14.6% | 26.3% | ||
| Q2 25 | 12.2% | 16.5% | ||
| Q1 25 | 9.5% | 18.2% | ||
| Q4 24 | 15.3% | 25.1% | ||
| Q3 24 | 9.3% | 42.0% | ||
| Q2 24 | 9.5% | 45.2% |
资本支出强度STUI
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.4% | ||
| Q3 25 | 2.5% | 0.7% | ||
| Q2 25 | 2.7% | 0.7% | ||
| Q1 25 | 3.6% | 0.4% | ||
| Q4 24 | 3.5% | 0.3% | ||
| Q3 24 | 4.0% | 0.5% | ||
| Q2 24 | 4.4% | 0.4% |
现金转化率STUI
| Q1 26 | 1.41× | — | ||
| Q4 25 | 3.19× | 1.13× | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | 2.32× | 0.49× | ||
| Q1 25 | 1.70× | 0.68× | ||
| Q4 24 | 29.50× | 1.11× | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | 2.00× | 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
ST
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
