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思佳讯（SWKS）与Veralto（VLTO）财务数据对比。点击上方公司名可切换其他公司
Veralto的季度营收约是思佳讯的1.4倍（$1.4B vs $1.0B），Veralto净利率更高（17.9% vs 7.6%，领先10.2%），思佳讯同比增速更快（8.6% vs 6.8%），思佳讯自由现金流更多（$339.0M vs $170.0M），过去两年Veralto的营收复合增速更高（6.8% vs -0.5%）
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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
SWKS vs VLTO — 直观对比
营收规模更大
VLTO
是对方的1.4倍
$1.0B
营收增速更快
SWKS
高出1.9%
6.8%
净利率更高
VLTO
高出10.2%
7.6%
自由现金流更多
SWKS
多$169.0M
$170.0M
两年增速更快
VLTO
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $79.2M | $254.0M |
| 毛利率 | 41.3% | 60.1% |
| 营业利润率 | 10.0% | 23.8% |
| 净利率 | 7.6% | 17.9% |
| 营收同比 | 8.6% | 6.8% |
| 净利润同比 | 15.3% | 12.9% |
| 每股收益（稀释后） | $0.53 | $1.02 |
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SWKSVLTO
| Q1 26 | $1.0B | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | $965.0M | $1.3B | ||
| Q1 25 | $953.2M | — | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $905.5M | $1.3B |
净利润SWKSVLTO
| Q1 26 | $79.2M | $254.0M | ||
| Q4 25 | $141.4M | $239.0M | ||
| Q3 25 | — | $222.0M | ||
| Q2 25 | $105.0M | $225.0M | ||
| Q1 25 | $68.7M | — | ||
| Q4 24 | $162.0M | $227.0M | ||
| Q3 24 | $60.5M | $219.0M | ||
| Q2 24 | $120.9M | $203.0M |
毛利率SWKSVLTO
| Q1 26 | 41.3% | 60.1% | ||
| Q4 25 | 40.7% | 60.1% | ||
| Q3 25 | — | 60.0% | ||
| Q2 25 | 41.6% | 60.4% | ||
| Q1 25 | 41.1% | — | ||
| Q4 24 | 41.4% | 59.6% | ||
| Q3 24 | 41.9% | 59.6% | ||
| Q2 24 | 40.2% | 60.1% |
营业利润率SWKSVLTO
| Q1 26 | 10.0% | 23.8% | ||
| Q4 25 | 10.1% | 23.2% | ||
| Q3 25 | — | 22.8% | ||
| Q2 25 | 11.5% | 24.2% | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 16.9% | 22.9% | ||
| Q3 24 | 5.8% | 23.4% | ||
| Q2 24 | 14.4% | 23.2% |
净利率SWKSVLTO
| Q1 26 | 7.6% | 17.9% | ||
| Q4 25 | 12.9% | 17.0% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | 10.9% | 16.9% | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 15.2% | 16.9% | ||
| Q3 24 | 5.9% | 16.7% | ||
| Q2 24 | 13.4% | 15.8% |
每股收益（稀释后）SWKSVLTO
| Q1 26 | $0.53 | $1.02 | ||
| Q4 25 | $0.95 | $0.95 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | $0.70 | $0.90 | ||
| Q1 25 | $0.43 | — | ||
| Q4 24 | $1.00 | $0.91 | ||
| Q3 24 | $0.36 | $0.88 | ||
| Q2 24 | $0.75 | $0.81 |
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 | — |
| 总债务越低越好 | $496.6M | — |
| 股东权益账面价值 | $5.8B | — |
| 总资产 | $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SWKSVLTO
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.3B | $1.0B |
总债务SWKSVLTO
| Q1 26 | $496.6M | — | ||
| Q4 25 | $496.4M | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $496.2M | $2.6B | ||
| Q1 25 | $995.1M | — | ||
| Q4 24 | $994.7M | $2.6B | ||
| Q3 24 | $994.3M | $2.6B | ||
| Q2 24 | $994.0M | $2.6B |
股东权益SWKSVLTO
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.8B | $2.8B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $5.7B | $2.3B | ||
| Q1 25 | $5.9B | — | ||
| Q4 24 | $6.4B | $2.0B | ||
| Q3 24 | $6.3B | $2.0B | ||
| Q2 24 | $6.3B | $1.7B |
总资产SWKSVLTO
| Q1 26 | $7.9B | — | ||
| Q4 25 | $7.9B | $7.4B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | $7.7B | $6.6B | ||
| Q1 25 | $7.9B | — | ||
| Q4 24 | $8.3B | $6.4B | ||
| Q3 24 | $8.3B | $6.3B | ||
| Q2 24 | $8.2B | $5.9B |
负债/权益比SWKSVLTO
| Q1 26 | 0.09× | — | ||
| Q4 25 | 0.09× | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | 0.09× | 1.14× | ||
| Q1 25 | 0.17× | — | ||
| Q4 24 | 0.16× | 1.28× | ||
| Q3 24 | 0.16× | 1.35× | ||
| Q2 24 | 0.16× | 1.57× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $339.0M | $170.0M |
| 自由现金流率自由现金流/营收 | 32.7% | 12.0% |
| 资本支出强度资本支出/营收 | 5.5% | 0.8% |
| 现金转化率经营现金流/净利润 | 4.99× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $1.1B | $893.0M |
8季度趋势，按日历期对齐
经营现金流SWKSVLTO
| Q1 26 | $395.5M | $182.0M | ||
| Q4 25 | $200.0M | $270.0M | ||
| Q3 25 | — | $339.0M | ||
| Q2 25 | $314.2M | $157.0M | ||
| Q1 25 | $409.4M | — | ||
| Q4 24 | $377.2M | $285.0M | ||
| Q3 24 | $476.1M | $224.0M | ||
| Q2 24 | $273.4M | $251.0M |
自由现金流SWKSVLTO
| Q1 26 | $339.0M | $170.0M | ||
| Q4 25 | $144.0M | $258.0M | ||
| Q3 25 | — | $323.0M | ||
| Q2 25 | $252.7M | $142.0M | ||
| Q1 25 | $370.9M | — | ||
| Q4 24 | $338.2M | $263.0M | ||
| Q3 24 | $393.3M | $215.0M | ||
| Q2 24 | $249.0M | $240.0M |
自由现金流率SWKSVLTO
| Q1 26 | 32.7% | 12.0% | ||
| Q4 25 | 13.1% | 18.4% | ||
| Q3 25 | — | 23.6% | ||
| Q2 25 | 26.2% | 10.7% | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 31.7% | 19.6% | ||
| Q3 24 | 38.4% | 16.4% | ||
| Q2 24 | 27.5% | 18.6% |
资本支出强度SWKSVLTO
| Q1 26 | 5.5% | 0.8% | ||
| Q4 25 | 5.1% | 0.9% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | 6.4% | 1.1% | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 3.6% | 1.6% | ||
| Q3 24 | 8.1% | 0.7% | ||
| Q2 24 | 2.7% | 0.9% |
现金转化率SWKSVLTO
| Q1 26 | 4.99× | 0.72× | ||
| Q4 25 | 1.41× | 1.13× | ||
| Q3 25 | — | 1.53× | ||
| Q2 25 | 2.99× | 0.70× | ||
| Q1 25 | 5.96× | — | ||
| Q4 24 | 2.33× | 1.26× | ||
| Q3 24 | 7.87× | 1.02× | ||
| Q2 24 | 2.26× | 1.24× |
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% |
VLTO
暂无分部数据
