vs
TIGO ENERGY, INC.(TYGO)与维萨(V)财务数据对比。点击上方公司名可切换其他公司
维萨的季度营收约是TIGO ENERGY, INC.的1.2倍($11.2B vs $9.2B)
Tigo Energy是一家美国企业,总部位于加利福尼亚州洛斯加托斯,专注服务光伏领域的安装商、经销商与原始设备制造商,主打产品与技术包括组件级功率优化器及智能组件功率电子器件,同时也为行业客户提供配套软件与相关服务。
维萨(Visa Inc.)是总部位于美国加利福尼亚州旧金山的跨国支付卡服务企业,业务覆盖全球电子资金转账领域,旗下拥有Visa品牌的信用卡、借记卡、预付卡等多条产品线,为全球消费者及商户提供安全便捷的电子支付解决方案。
TYGO vs V — 直观对比
营收规模更大
V
是对方的1.2倍
$9.2B
损益表 — Q4 FY2023 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $9.2B | $11.2B |
| 净利润 | — | $6.0B |
| 毛利率 | 0.0% | — |
| 营业利润率 | — | 64.4% |
| 净利率 | — | 53.4% |
| 营收同比 | — | 17.0% |
| 净利润同比 | -1736.1% | 32.0% |
| 每股收益(稀释后) | — | — |
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
TYGO
V
| Q2 26 | — | $11.2B | ||
| Q4 25 | — | $10.9B | ||
| Q3 25 | — | $10.7B | ||
| Q2 25 | — | $10.2B | ||
| Q1 25 | — | $9.6B | ||
| Q4 24 | — | $9.5B | ||
| Q3 24 | — | $9.6B | ||
| Q2 24 | — | $8.9B |
净利润
TYGO
V
| Q2 26 | — | $6.0B | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | — | $4.9B |
营业利润率
TYGO
V
| Q2 26 | — | 64.4% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 57.3% | ||
| Q2 25 | — | 60.7% | ||
| Q1 25 | — | 56.6% | ||
| Q4 24 | — | 65.6% | ||
| Q3 24 | — | 66.0% | ||
| Q2 24 | — | 66.7% |
净利率
TYGO
V
| Q2 26 | — | 53.4% | ||
| Q4 25 | — | 53.7% | ||
| Q3 25 | — | 47.5% | ||
| Q2 25 | — | 51.8% | ||
| Q1 25 | — | 47.7% | ||
| Q4 24 | — | 53.8% | ||
| Q3 24 | — | 55.3% | ||
| Q2 24 | — | 54.7% |
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 | $31.2M | $12.4B |
| 总债务越低越好 | $50.0M | $22.4B |
| 股东权益账面价值 | $62.8M | $35.7B |
| 总资产 | $127.8M | $95.0B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.63× |
8季度趋势,按日历期对齐
现金及短期投资
TYGO
V
| Q2 26 | — | $12.4B | ||
| Q4 25 | — | $14.8B | ||
| Q3 25 | — | $17.2B | ||
| Q2 25 | — | $17.1B | ||
| Q1 25 | — | $11.7B | ||
| Q4 24 | — | $12.4B | ||
| Q3 24 | — | $12.0B | ||
| Q2 24 | — | $12.9B |
总债务
TYGO
V
| Q2 26 | — | $22.4B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
TYGO
V
| Q2 26 | — | $35.7B | ||
| Q4 25 | — | $38.8B | ||
| Q3 25 | — | $37.9B | ||
| Q2 25 | — | $38.7B | ||
| Q1 25 | — | $38.0B | ||
| Q4 24 | — | $38.3B | ||
| Q3 24 | — | $39.1B | ||
| Q2 24 | — | $39.7B |
总资产
TYGO
V
| Q2 26 | — | $95.0B | ||
| Q4 25 | — | $96.8B | ||
| Q3 25 | — | $99.6B | ||
| Q2 25 | — | $100.0B | ||
| Q1 25 | — | $92.9B | ||
| Q4 24 | — | $91.9B | ||
| Q3 24 | — | $94.5B | ||
| Q2 24 | — | $91.0B |
负债/权益比
TYGO
V
| Q2 26 | — | 0.63× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-37.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-39.3M | — |
| 自由现金流率自由现金流/营收 | -0.4% | — |
| 资本支出强度资本支出/营收 | 0.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-70.6M | — |
8季度趋势,按日历期对齐
经营现金流
TYGO
V
| Q2 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $6.2B | ||
| Q2 25 | — | $6.7B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | — | $5.1B |
自由现金流
TYGO
V
| Q2 26 | — | — | ||
| Q4 25 | — | $6.4B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $6.3B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $4.7B |
自由现金流率
TYGO
V
| Q2 26 | — | — | ||
| Q4 25 | — | 58.7% | ||
| Q3 25 | — | 54.5% | ||
| Q2 25 | — | 62.0% | ||
| Q1 25 | — | 45.5% | ||
| Q4 24 | — | 53.1% | ||
| Q3 24 | — | 66.1% | ||
| Q2 24 | — | 53.2% |
资本支出强度
TYGO
V
| Q2 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 4.5% |
现金转化率
TYGO
V
| Q2 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.23× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | — | 1.05× |
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
TYGO
暂无分部数据
V
| Data processing revenue | $5.5B | 49% |
| International transaction revenue | $3.6B | 32% |
| Other revenue | $1.3B | 12% |
| Other | $736.0M | 7% |