vs
希捷科技（STX）与Workday, Inc.（WDAY）财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是Workday, Inc.的1.2倍（$2.8B vs $2.4B），希捷科技净利率更高（21.0% vs 10.4%，领先10.6%），希捷科技同比增速更快（30.8% vs 12.6%），过去两年希捷科技的营收复合增速更高（30.7% vs 12.5%）
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
Workday是全球领先的企业级云软件供应商，核心产品覆盖人力资本管理、财务管理及企业资源规划解决方案，主要服务教育、医疗、金融、科技等行业的中大型机构，业务遍布北美、欧洲、亚太等全球主要市场。
STX vs WDAY — 直观对比
营收规模更大
STX
是对方的1.2倍
$2.4B
营收增速更快
STX
高出18.2%
12.6%
净利率更高
STX
高出10.6%
10.4%
两年增速更快
STX
近两年复合增速
12.5%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.4B |
| 净利润 | $593.0M | $252.0M |
| 毛利率 | 41.6% | — |
| 营业利润率 | 29.8% | 10.6% |
| 净利率 | 21.0% | 10.4% |
| 营收同比 | 30.8% | 12.6% |
| 净利润同比 | 74.4% | 30.6% |
| 每股收益（稀释后） | $2.60 | $0.94 |
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STXWDAY
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | $2.4B | $2.2B | ||
| Q1 25 | $2.2B | $2.2B | ||
| Q4 24 | $2.3B | $2.2B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
净利润STXWDAY
| Q1 26 | $593.0M | — | ||
| Q4 25 | $549.0M | $252.0M | ||
| Q3 25 | — | $228.0M | ||
| Q2 25 | $488.0M | $68.0M | ||
| Q1 25 | $340.0M | $94.0M | ||
| Q4 24 | $336.0M | $193.0M | ||
| Q3 24 | $305.0M | $132.0M | ||
| Q2 24 | $513.0M | $107.0M |
毛利率STXWDAY
| Q1 26 | 41.6% | — | ||
| Q4 25 | 39.4% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 32.9% | — | ||
| Q2 24 | 31.8% | — |
营业利润率STXWDAY
| Q1 26 | 29.8% | — | ||
| Q4 25 | 26.4% | 10.6% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | 23.2% | 1.7% | ||
| Q1 25 | 20.0% | 3.4% | ||
| Q4 24 | 21.0% | 7.6% | ||
| Q3 24 | 18.6% | 5.3% | ||
| Q2 24 | 16.6% | 3.2% |
净利率STXWDAY
| Q1 26 | 21.0% | — | ||
| Q4 25 | 20.9% | 10.4% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | 20.0% | 3.0% | ||
| Q1 25 | 15.7% | 4.3% | ||
| Q4 24 | 14.5% | 8.9% | ||
| Q3 24 | 14.1% | 6.3% | ||
| Q2 24 | 27.2% | 5.4% |
每股收益（稀释后）STXWDAY
| Q1 26 | $2.60 | — | ||
| Q4 25 | $2.43 | $0.94 | ||
| Q3 25 | — | $0.84 | ||
| Q2 25 | $2.24 | $0.25 | ||
| Q1 25 | $1.57 | $0.34 | ||
| Q4 24 | $1.55 | $0.72 | ||
| Q3 24 | $1.41 | $0.49 | ||
| Q2 24 | $2.43 | $0.40 |
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 | $1.0B | $6.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $459.0M | $8.9B |
| 总资产 | $8.7B | $17.8B |
| 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STXWDAY
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | $891.0M | $8.0B | ||
| Q1 25 | $814.0M | $8.0B | ||
| Q4 24 | $1.2B | $7.2B | ||
| Q3 24 | $1.2B | $7.4B | ||
| Q2 24 | $1.4B | $7.2B |
总债务STXWDAY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $3.0B |
股东权益STXWDAY
| Q1 26 | $459.0M | — | ||
| Q4 25 | $-63.0M | $8.9B | ||
| Q3 25 | — | $9.2B | ||
| Q2 25 | $-453.0M | $8.9B | ||
| Q1 25 | $-829.0M | $9.0B | ||
| Q4 24 | $-1.1B | $8.6B | ||
| Q3 24 | $-1.3B | $8.3B | ||
| Q2 24 | $-1.5B | $8.2B |
总资产STXWDAY
| Q1 26 | $8.7B | — | ||
| Q4 25 | $8.4B | $17.8B | ||
| Q3 25 | — | $18.0B | ||
| Q2 25 | $8.0B | $17.2B | ||
| Q1 25 | $7.6B | $18.0B | ||
| Q4 24 | $8.0B | $16.4B | ||
| Q3 24 | $8.0B | $16.2B | ||
| Q2 24 | $7.7B | $15.9B |
负债/权益比STXWDAY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× |
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 | — | $588.0M |
| 自由现金流经营现金流 - 资本支出 | — | $550.0M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $2.6B |
8季度趋势，按日历期对齐
经营现金流STXWDAY
| Q1 26 | — | — | ||
| Q4 25 | $532.0M | $588.0M | ||
| Q3 25 | — | $616.0M | ||
| Q2 25 | $508.0M | $457.0M | ||
| Q1 25 | $259.0M | $1.1B | ||
| Q4 24 | $221.0M | $406.0M | ||
| Q3 24 | $95.0M | $571.0M | ||
| Q2 24 | $434.0M | $372.0M |
自由现金流STXWDAY
| Q1 26 | — | — | ||
| Q4 25 | $427.0M | $550.0M | ||
| Q3 25 | — | $588.0M | ||
| Q2 25 | $425.0M | $421.0M | ||
| Q1 25 | $216.0M | $1.0B | ||
| Q4 24 | $150.0M | $359.0M | ||
| Q3 24 | $27.0M | $516.0M | ||
| Q2 24 | $380.0M | $291.0M |
自由现金流率STXWDAY
| Q1 26 | — | — | ||
| Q4 25 | 16.2% | 22.6% | ||
| Q3 25 | — | 25.0% | ||
| Q2 25 | 17.4% | 18.8% | ||
| Q1 25 | 10.0% | 46.4% | ||
| Q4 24 | 6.5% | 16.6% | ||
| Q3 24 | 1.2% | 24.7% | ||
| Q2 24 | 20.1% | 14.6% |
资本支出强度STXWDAY
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 1.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | 3.4% | 1.6% | ||
| Q1 25 | 2.0% | 3.9% | ||
| Q4 24 | 3.1% | 2.2% | ||
| Q3 24 | 3.1% | 2.6% | ||
| Q2 24 | 2.9% | 4.1% |
现金转化率STXWDAY
| Q1 26 | — | — | ||
| Q4 25 | 0.97× | 2.33× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | 1.04× | 6.72× | ||
| Q1 25 | 0.76× | 11.83× | ||
| Q4 24 | 0.66× | 2.10× | ||
| Q3 24 | 0.31× | 4.33× | ||
| Q2 24 | 0.85× | 3.48× |
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
STX
| OE Ms | $2.3B | 81% |
| Distributors | $335.0M | 12% |
| Retail | $188.0M | 7% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
