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思佳讯（SWKS）与Voya Financial, Inc.（VOYA）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Voya Financial, Inc.的1.7倍（$1.0B vs $603.0M），Voya Financial, Inc.净利率更高（23.2% vs 7.6%，领先15.6%），思佳讯同比增速更快（8.6% vs 7.5%），过去两年Voya Financial, Inc.的营收复合增速更高（7.8% 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。
Voya Financial是总部位于美国纽约的金融服务机构，业务覆盖退休规划、投资管理及保险领域。其前身为ING集团美国运营子公司，2013年完成分拆并通过首次公开募股获得独立资金支持，2014年4月正式启用Voya Financial品牌，旗下前身机构最早在1970年代就已进入美国市场。
SWKS vs VOYA — 直观对比
营收规模更大
SWKS
是对方的1.7倍
$603.0M
营收增速更快
SWKS
高出1.1%
7.5%
净利率更高
VOYA
高出15.6%
7.6%
两年增速更快
VOYA
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $603.0M |
| 净利润 | $79.2M | $140.0M |
| 毛利率 | 41.3% | — |
| 营业利润率 | 10.0% | 28.0% |
| 净利率 | 7.6% | 23.2% |
| 营收同比 | 8.6% | 7.5% |
| 净利润同比 | 15.3% | 44.3% |
| 每股收益（稀释后） | $0.53 | $1.41 |
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SWKSVOYA
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | $603.0M | ||
| Q3 25 | — | $572.0M | ||
| Q2 25 | $965.0M | $542.0M | ||
| Q1 25 | $953.2M | $538.0M | ||
| Q4 24 | $1.1B | $561.0M | ||
| Q3 24 | $1.0B | $542.0M | ||
| Q2 24 | $905.5M | $528.0M |
净利润SWKSVOYA
| Q1 26 | $79.2M | — | ||
| Q4 25 | $141.4M | $140.0M | ||
| Q3 25 | — | $192.0M | ||
| Q2 25 | $105.0M | $166.0M | ||
| Q1 25 | $68.7M | $156.0M | ||
| Q4 24 | $162.0M | $97.0M | ||
| Q3 24 | $60.5M | $114.0M | ||
| Q2 24 | $120.9M | $205.0M |
毛利率SWKSVOYA
| 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% | — | ||
| Q2 24 | 40.2% | — |
营业利润率SWKSVOYA
| Q1 26 | 10.0% | — | ||
| Q4 25 | 10.1% | 28.0% | ||
| Q3 25 | — | 53.7% | ||
| Q2 25 | 11.5% | 34.7% | ||
| Q1 25 | 10.2% | 32.2% | ||
| Q4 24 | 16.9% | 21.4% | ||
| Q3 24 | 5.8% | 21.4% | ||
| Q2 24 | 14.4% | 52.3% |
净利率SWKSVOYA
| Q1 26 | 7.6% | — | ||
| Q4 25 | 12.9% | 23.2% | ||
| Q3 25 | — | 33.6% | ||
| Q2 25 | 10.9% | 30.6% | ||
| Q1 25 | 7.2% | 29.0% | ||
| Q4 24 | 15.2% | 17.3% | ||
| Q3 24 | 5.9% | 21.0% | ||
| Q2 24 | 13.4% | 38.8% |
每股收益（稀释后）SWKSVOYA
| Q1 26 | $0.53 | — | ||
| Q4 25 | $0.95 | $1.41 | ||
| Q3 25 | — | $1.80 | ||
| Q2 25 | $0.70 | $1.66 | ||
| Q1 25 | $0.43 | $1.42 | ||
| Q4 24 | $1.00 | $0.99 | ||
| Q3 24 | $0.36 | $0.98 | ||
| Q2 24 | $0.75 | $1.96 |
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 | $2.1B |
| 股东权益账面价值 | $5.8B | $5.0B |
| 总资产 | $7.9B | $178.9B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资SWKSVOYA
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.3B | — |
总债务SWKSVOYA
| Q1 26 | $496.6M | — | ||
| Q4 25 | $496.4M | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $496.2M | $2.1B | ||
| Q1 25 | $995.1M | $2.1B | ||
| Q4 24 | $994.7M | $2.5B | ||
| Q3 24 | $994.3M | $2.5B | ||
| Q2 24 | $994.0M | $2.1B |
股东权益SWKSVOYA
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.8B | $5.0B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $5.7B | $4.6B | ||
| Q1 25 | $5.9B | $4.4B | ||
| Q4 24 | $6.4B | $4.0B | ||
| Q3 24 | $6.3B | $4.7B | ||
| Q2 24 | $6.3B | $4.0B |
总资产SWKSVOYA
| Q1 26 | $7.9B | — | ||
| Q4 25 | $7.9B | $178.9B | ||
| Q3 25 | — | $177.4B | ||
| Q2 25 | $7.7B | $172.4B | ||
| Q1 25 | $7.9B | $163.9B | ||
| Q4 24 | $8.3B | $163.9B | ||
| Q3 24 | $8.3B | $166.9B | ||
| Q2 24 | $8.2B | $161.3B |
负债/权益比SWKSVOYA
| Q1 26 | 0.09× | — | ||
| Q4 25 | 0.09× | 0.42× | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | 0.09× | 0.45× | ||
| Q1 25 | 0.17× | 0.48× | ||
| Q4 24 | 0.16× | 0.62× | ||
| Q3 24 | 0.16× | 0.53× | ||
| Q2 24 | 0.16× | 0.52× |
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 | $557.0M |
| 自由现金流经营现金流 - 资本支出 | $339.0M | — |
| 自由现金流率自由现金流/营收 | 32.7% | — |
| 资本支出强度资本支出/营收 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 4.99× | 3.98× |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流SWKSVOYA
| Q1 26 | $395.5M | — | ||
| Q4 25 | $200.0M | $557.0M | ||
| Q3 25 | — | $168.0M | ||
| Q2 25 | $314.2M | $742.0M | ||
| Q1 25 | $409.4M | $-179.0M | ||
| Q4 24 | $377.2M | $79.0M | ||
| Q3 24 | $476.1M | $719.0M | ||
| Q2 24 | $273.4M | $316.0M |
自由现金流SWKSVOYA
| Q1 26 | $339.0M | — | ||
| Q4 25 | $144.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $252.7M | — | ||
| Q1 25 | $370.9M | — | ||
| Q4 24 | $338.2M | — | ||
| Q3 24 | $393.3M | — | ||
| Q2 24 | $249.0M | — |
自由现金流率SWKSVOYA
| Q1 26 | 32.7% | — | ||
| Q4 25 | 13.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.2% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 31.7% | — | ||
| Q3 24 | 38.4% | — | ||
| Q2 24 | 27.5% | — |
资本支出强度SWKSVOYA
| Q1 26 | 5.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 2.7% | — |
现金转化率SWKSVOYA
| Q1 26 | 4.99× | — | ||
| Q4 25 | 1.41× | 3.98× | ||
| Q3 25 | — | 0.88× | ||
| Q2 25 | 2.99× | 4.47× | ||
| Q1 25 | 5.96× | -1.15× | ||
| Q4 24 | 2.33× | 0.81× | ||
| Q3 24 | 7.87× | 6.31× | ||
| Q2 24 | 2.26× | 1.54× |
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% |
VOYA
| Other | $295.0M | 49% |
| Investment Management Segment | $274.0M | 45% |
| Distribution Fees Member | $34.0M | 6% |
