vs
思佳讯(SWKS)与Talen Energy Corp(TLN)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Talen Energy Corp的1.2倍($943.7M vs $758.0M),思佳讯净利率更高(3.8% vs -47.9%,领先51.7%),Talen Energy Corp同比增速更快(114.7% vs -1.0%),过去两年Talen Energy Corp的营收复合增速更高(35.0% vs 2.1%)
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。
PPL公司是总部位于美国宾夕法尼亚州东部利哈伊谷阿伦敦的能源企业,于纽约证券交易所上市(股票代码:PPL),属标普500指数成分股。截至2022年,公司营收79亿美元,总资产超370亿美元,拥有6500名员工,服务360万客户。
SWKS vs TLN — 直观对比
营收规模更大
SWKS
是对方的1.2倍
$758.0M
营收增速更快
TLN
高出115.7%
-1.0%
净利率更高
SWKS
高出51.7%
-47.9%
两年增速更快
TLN
近两年复合增速
2.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $943.7M | $758.0M |
| 净利润 | $35.6M | $-363.0M |
| 毛利率 | 40.8% | — |
| 营业利润率 | 4.5% | -41.3% |
| 净利率 | 3.8% | -47.9% |
| 营收同比 | -1.0% | 114.7% |
| 净利润同比 | -48.2% | -542.7% |
| 每股收益(稀释后) | $0.24 | $-7.60 |
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
SWKS
TLN
| Q2 26 | $943.7M | — | ||
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $758.0M | ||
| Q3 25 | — | $697.0M | ||
| Q2 25 | $965.0M | $409.0M | ||
| Q1 25 | $953.2M | $654.0M | ||
| Q4 24 | $1.1B | $353.0M | ||
| Q3 24 | $1.0B | $459.0M |
净利润
SWKS
TLN
| Q2 26 | $35.6M | — | ||
| Q1 26 | $79.2M | — | ||
| Q4 25 | $141.4M | $-363.0M | ||
| Q3 25 | — | $207.0M | ||
| Q2 25 | $105.0M | $72.0M | ||
| Q1 25 | $68.7M | $-135.0M | ||
| Q4 24 | $162.0M | $82.0M | ||
| Q3 24 | $60.5M | $168.0M |
毛利率
SWKS
TLN
| Q2 26 | 40.8% | — | ||
| Q1 26 | 41.3% | — | ||
| Q4 25 | 40.7% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 41.6% | — | ||
| Q1 25 | 41.1% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 41.9% | — |
营业利润率
SWKS
TLN
| Q2 26 | 4.5% | — | ||
| Q1 26 | 10.0% | — | ||
| Q4 25 | 10.1% | -41.3% | ||
| Q3 25 | — | 37.7% | ||
| Q2 25 | 11.5% | 16.1% | ||
| Q1 25 | 10.2% | -16.2% | ||
| Q4 24 | 16.9% | 4.5% | ||
| Q3 24 | 5.8% | 34.4% |
净利率
SWKS
TLN
| Q2 26 | 3.8% | — | ||
| Q1 26 | 7.6% | — | ||
| Q4 25 | 12.9% | -47.9% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | 10.9% | 17.6% | ||
| Q1 25 | 7.2% | -20.6% | ||
| Q4 24 | 15.2% | 23.2% | ||
| Q3 24 | 5.9% | 36.6% |
每股收益(稀释后)
SWKS
TLN
| Q2 26 | $0.24 | — | ||
| Q1 26 | $0.53 | — | ||
| Q4 25 | $0.95 | $-7.60 | ||
| Q3 25 | — | $4.25 | ||
| Q2 25 | $0.70 | $1.50 | ||
| Q1 25 | $0.43 | $-2.94 | ||
| Q4 24 | $1.00 | $2.07 | ||
| Q3 24 | $0.36 | $3.16 |
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 | — | $689.0M |
| 总债务越低越好 | — | $6.8B |
| 股东权益账面价值 | $5.8B | $1.1B |
| 总资产 | $7.9B | $10.9B |
| 负债/权益比越低杠杆越低 | — | 6.23× |
8季度趋势,按日历期对齐
现金及短期投资
SWKS
TLN
| Q2 26 | — | — | ||
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.4B | $689.0M | ||
| Q3 25 | — | $497.0M | ||
| Q2 25 | $1.3B | $122.0M | ||
| Q1 25 | $1.5B | $295.0M | ||
| Q4 24 | $1.7B | $328.0M | ||
| Q3 24 | $1.6B | $648.0M |
总债务
SWKS
TLN
| Q2 26 | — | — | ||
| Q1 26 | $496.6M | — | ||
| Q4 25 | $496.4M | $6.8B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $496.2M | $3.0B | ||
| Q1 25 | $995.1M | $3.0B | ||
| Q4 24 | $994.7M | $3.0B | ||
| Q3 24 | $994.3M | $2.6B |
股东权益
SWKS
TLN
| Q2 26 | $5.8B | — | ||
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.8B | $1.1B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $5.7B | $1.2B | ||
| Q1 25 | $5.9B | $1.2B | ||
| Q4 24 | $6.4B | $1.4B | ||
| Q3 24 | $6.3B | $2.4B |
总资产
SWKS
TLN
| Q2 26 | $7.9B | — | ||
| Q1 26 | $7.9B | — | ||
| Q4 25 | $7.9B | $10.9B | ||
| Q3 25 | — | $6.1B | ||
| Q2 25 | $7.7B | $5.8B | ||
| Q1 25 | $7.9B | $5.9B | ||
| Q4 24 | $8.3B | $6.1B | ||
| Q3 24 | $8.3B | $6.8B |
负债/权益比
SWKS
TLN
| Q2 26 | — | — | ||
| Q1 26 | 0.09× | — | ||
| Q4 25 | 0.09× | 6.23× | ||
| Q3 25 | — | 2.03× | ||
| Q2 25 | 0.09× | 2.40× | ||
| Q1 25 | 0.17× | 2.54× | ||
| Q4 24 | 0.16× | 2.17× | ||
| Q3 24 | 0.16× | 1.10× |
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 | $50.3M | $280.0M |
| 自由现金流经营现金流 - 资本支出 | — | $254.0M |
| 自由现金流率自由现金流/营收 | — | 33.5% |
| 资本支出强度资本支出/营收 | 8.7% | 3.4% |
| 现金转化率经营现金流/净利润 | 1.41× | — |
| 过去12个月自由现金流最近4个季度 | — | $606.0M |
8季度趋势,按日历期对齐
经营现金流
SWKS
TLN
| Q2 26 | $50.3M | — | ||
| Q1 26 | $395.5M | — | ||
| Q4 25 | $200.0M | $280.0M | ||
| Q3 25 | — | $489.0M | ||
| Q2 25 | $314.2M | $-184.0M | ||
| Q1 25 | $409.4M | $119.0M | ||
| Q4 24 | $377.2M | — | ||
| Q3 24 | $476.1M | $96.0M |
自由现金流
SWKS
TLN
| Q2 26 | — | — | ||
| Q1 26 | $339.0M | — | ||
| Q4 25 | $144.0M | $254.0M | ||
| Q3 25 | — | $468.0M | ||
| Q2 25 | $252.7M | $-217.0M | ||
| Q1 25 | $370.9M | $101.0M | ||
| Q4 24 | $338.2M | — | ||
| Q3 24 | $393.3M | $83.0M |
自由现金流率
SWKS
TLN
| Q2 26 | — | — | ||
| Q1 26 | 32.7% | — | ||
| Q4 25 | 13.1% | 33.5% | ||
| Q3 25 | — | 67.1% | ||
| Q2 25 | 26.2% | -53.1% | ||
| Q1 25 | 38.9% | 15.4% | ||
| Q4 24 | 31.7% | — | ||
| Q3 24 | 38.4% | 18.1% |
资本支出强度
SWKS
TLN
| Q2 26 | 8.7% | — | ||
| Q1 26 | 5.5% | — | ||
| Q4 25 | 5.1% | 3.4% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | 6.4% | 8.1% | ||
| Q1 25 | 4.0% | 2.8% | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 8.1% | 2.8% |
现金转化率
SWKS
TLN
| Q2 26 | 1.41× | — | ||
| Q1 26 | 4.99× | — | ||
| Q4 25 | 1.41× | — | ||
| Q3 25 | — | 2.36× | ||
| Q2 25 | 2.99× | -2.56× | ||
| Q1 25 | 5.96× | — | ||
| Q4 24 | 2.33× | — | ||
| Q3 24 | 7.87× | 0.57× |
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
SWKS
暂无分部数据
TLN
| Electricity Sales And Ancillary Services | $555.0M | 73% |
| Operating Revenue Capacity | $182.0M | 24% |
| Physical Electricity Sales Bilateral Contracts Other | $21.0M | 3% |