vs
思佳讯（SWKS）与UFP INDUSTRIES INC（UFPI）财务数据对比。点击上方公司名可切换其他公司
UFP INDUSTRIES INC的季度营收约是思佳讯的1.3倍（$1.3B vs $1.0B），思佳讯净利率更高（7.6% vs 3.0%，领先4.6%），思佳讯同比增速更快（8.6% vs -9.0%），思佳讯自由现金流更多（$339.0M vs $82.7M），过去两年思佳讯的营收复合增速更高（-0.5% vs -9.9%）
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。
UFP工业是一家控股企业，业务覆盖零售、工业、建筑三大市场，总部位于美国密歇根州大急流城，1993年公开上市，旗下共有218家关联运营主体，面向零售、建筑、包装三大领域供应数万种产品。
SWKS vs UFPI — 直观对比
营收规模更大
UFPI
是对方的1.3倍
$1.0B
营收增速更快
SWKS
高出17.7%
-9.0%
净利率更高
SWKS
高出4.6%
3.0%
自由现金流更多
SWKS
多$256.3M
$82.7M
两年增速更快
SWKS
近两年复合增速
-9.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.3B |
| 净利润 | $79.2M | $40.0M |
| 毛利率 | 41.3% | 16.3% |
| 营业利润率 | 10.0% | 4.4% |
| 净利率 | 7.6% | 3.0% |
| 营收同比 | 8.6% | -9.0% |
| 净利润同比 | 15.3% | -41.3% |
| 每股收益（稀释后） | $0.53 | $0.71 |
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SWKSUFPI
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $965.0M | $1.8B | ||
| Q1 25 | $953.2M | $1.6B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $905.5M | $1.9B |
净利润SWKSUFPI
| Q1 26 | $79.2M | — | ||
| Q4 25 | $141.4M | $40.0M | ||
| Q3 25 | — | $75.3M | ||
| Q2 25 | $105.0M | $100.7M | ||
| Q1 25 | $68.7M | $78.8M | ||
| Q4 24 | $162.0M | $68.0M | ||
| Q3 24 | $60.5M | $99.8M | ||
| Q2 24 | $120.9M | $125.9M |
毛利率SWKSUFPI
| Q1 26 | 41.3% | — | ||
| Q4 25 | 40.7% | 16.3% | ||
| Q3 25 | — | 16.8% | ||
| Q2 25 | 41.6% | 17.0% | ||
| Q1 25 | 41.1% | 16.8% | ||
| Q4 24 | 41.4% | 16.4% | ||
| Q3 24 | 41.9% | 18.1% | ||
| Q2 24 | 40.2% | 19.1% |
营业利润率SWKSUFPI
| Q1 26 | 10.0% | — | ||
| Q4 25 | 10.1% | 4.4% | ||
| Q3 25 | — | 5.7% | ||
| Q2 25 | 11.5% | 6.7% | ||
| Q1 25 | 10.2% | 5.8% | ||
| Q4 24 | 16.9% | 5.4% | ||
| Q3 24 | 5.8% | 7.3% | ||
| Q2 24 | 14.4% | 8.4% |
净利率SWKSUFPI
| Q1 26 | 7.6% | — | ||
| Q4 25 | 12.9% | 3.0% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | 10.9% | 5.5% | ||
| Q1 25 | 7.2% | 4.9% | ||
| Q4 24 | 15.2% | 4.7% | ||
| Q3 24 | 5.9% | 6.1% | ||
| Q2 24 | 13.4% | 6.6% |
每股收益（稀释后）SWKSUFPI
| Q1 26 | $0.53 | — | ||
| Q4 25 | $0.95 | $0.71 | ||
| Q3 25 | — | $1.29 | ||
| Q2 25 | $0.70 | $1.70 | ||
| Q1 25 | $0.43 | $1.30 | ||
| Q4 24 | $1.00 | $1.12 | ||
| Q3 24 | $0.36 | $1.64 | ||
| Q2 24 | $0.75 | $2.05 |
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 | $1.6B | $948.6M |
| 总债务越低越好 | $496.6M | $229.8M |
| 股东权益账面价值 | $5.8B | $3.1B |
| 总资产 | $7.9B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资SWKSUFPI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.4B | $948.6M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $1.3B | $874.0M | ||
| Q1 25 | $1.5B | $934.3M | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.3B | $1.1B |
总债务SWKSUFPI
| Q1 26 | $496.6M | — | ||
| Q4 25 | $496.4M | $229.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | $496.2M | — | ||
| Q1 25 | $995.1M | — | ||
| Q4 24 | $994.7M | $234.0M | ||
| Q3 24 | $994.3M | — | ||
| Q2 24 | $994.0M | — |
股东权益SWKSUFPI
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.8B | $3.1B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $5.7B | $3.1B | ||
| Q1 25 | $5.9B | $3.2B | ||
| Q4 24 | $6.4B | $3.2B | ||
| Q3 24 | $6.3B | $3.2B | ||
| Q2 24 | $6.3B | $3.1B |
总资产SWKSUFPI
| Q1 26 | $7.9B | — | ||
| Q4 25 | $7.9B | $4.0B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | $7.7B | $4.1B | ||
| Q1 25 | $7.9B | $4.2B | ||
| Q4 24 | $8.3B | $4.2B | ||
| Q3 24 | $8.3B | $4.2B | ||
| Q2 24 | $8.2B | $4.1B |
负债/权益比SWKSUFPI
| Q1 26 | 0.09× | — | ||
| Q4 25 | 0.09× | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.16× | 0.07× | ||
| 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 | $395.5M | $146.6M |
| 自由现金流经营现金流 - 资本支出 | $339.0M | $82.7M |
| 自由现金流率自由现金流/营收 | 32.7% | 6.2% |
| 资本支出强度资本支出/营收 | 5.5% | 4.8% |
| 现金转化率经营现金流/净利润 | 4.99× | 3.67× |
| 过去12个月自由现金流最近4个季度 | $1.1B | $276.4M |
8季度趋势，按日历期对齐
经营现金流SWKSUFPI
| Q1 26 | $395.5M | — | ||
| Q4 25 | $200.0M | $146.6M | ||
| Q3 25 | — | $286.0M | ||
| Q2 25 | $314.2M | $221.9M | ||
| Q1 25 | $409.4M | $-108.8M | ||
| Q4 24 | $377.2M | $144.9M | ||
| Q3 24 | $476.1M | $258.6M | ||
| Q2 24 | $273.4M | $255.9M |
自由现金流SWKSUFPI
| Q1 26 | $339.0M | — | ||
| Q4 25 | $144.0M | $82.7M | ||
| Q3 25 | — | $210.2M | ||
| Q2 25 | $252.7M | $159.5M | ||
| Q1 25 | $370.9M | $-176.1M | ||
| Q4 24 | $338.2M | $78.1M | ||
| Q3 24 | $393.3M | $199.7M | ||
| Q2 24 | $249.0M | $198.4M |
自由现金流率SWKSUFPI
| Q1 26 | 32.7% | — | ||
| Q4 25 | 13.1% | 6.2% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | 26.2% | 8.7% | ||
| Q1 25 | 38.9% | -11.0% | ||
| Q4 24 | 31.7% | 5.3% | ||
| Q3 24 | 38.4% | 12.1% | ||
| Q2 24 | 27.5% | 10.4% |
资本支出强度SWKSUFPI
| Q1 26 | 5.5% | — | ||
| Q4 25 | 5.1% | 4.8% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | 6.4% | 3.4% | ||
| Q1 25 | 4.0% | 4.2% | ||
| Q4 24 | 3.6% | 4.6% | ||
| Q3 24 | 8.1% | 3.6% | ||
| Q2 24 | 2.7% | 3.0% |
现金转化率SWKSUFPI
| Q1 26 | 4.99× | — | ||
| Q4 25 | 1.41× | 3.67× | ||
| Q3 25 | — | 3.80× | ||
| Q2 25 | 2.99× | 2.20× | ||
| Q1 25 | 5.96× | -1.38× | ||
| Q4 24 | 2.33× | 2.13× | ||
| Q3 24 | 7.87× | 2.59× | ||
| Q2 24 | 2.26× | 2.03× |
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
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
