vs
Ubiquiti Inc.（UI）与Unusual Machines, Inc.（UMAC）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是Unusual Machines, Inc.的166.4倍（$814.9M vs $4.9M）。Ubiquiti Inc.净利率更高（28.7% vs -215.7%，领先244.4%）。Unusual Machines, Inc.同比增速更快（144.4% vs 35.8%）。过去两年Unusual Machines, Inc.的营收复合增速更高（181.3% vs 28.6%）
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
该公司是一家美国人工智能初创企业，由OpenAI前首席技术官米拉·穆拉蒂创立于2025年2月，总部位于旧金山，为公益企业架构。截至同年7月，该公司已完成由a16z领投的早期融资，英伟达、AMD、思科、简街等投资方共计出资20亿美元，公司整体估值达120亿美元。
UI vs UMAC — 直观对比
营收规模更大
UI
是对方的166.4倍
$4.9M
营收增速更快
UMAC
高出108.6%
35.8%
净利率更高
UI
高出244.4%
-215.7%
两年增速更快
UMAC
近两年复合增速
28.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $814.9M | $4.9M |
| 净利润 | $233.6M | $-10.6M |
| 毛利率 | 45.9% | 36.2% |
| 营业利润率 | 35.9% | -198.7% |
| 净利率 | 28.7% | -215.7% |
| 营收同比 | 35.8% | 144.4% |
| 净利润同比 | 70.8% | 61.0% |
| 每股收益（稀释后） | $3.86 | $-0.26 |
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UIUMAC
| Q4 25 | $814.9M | $4.9M | ||
| Q3 25 | $733.8M | $2.1M | ||
| Q2 25 | $759.2M | $2.1M | ||
| Q1 25 | $664.2M | $2.0M | ||
| Q4 24 | $599.9M | $2.0M | ||
| Q3 24 | $550.3M | $1.5M | ||
| Q2 24 | $507.5M | $1.4M | ||
| Q1 24 | $493.0M | $618.9K |
净利润UIUMAC
| Q4 25 | $233.6M | $-10.6M | ||
| Q3 25 | $207.9M | $1.6M | ||
| Q2 25 | $266.7M | $-7.0M | ||
| Q1 25 | $180.4M | $-3.3M | ||
| Q4 24 | $136.8M | $-27.1M | ||
| Q3 24 | $128.0M | $-2.1M | ||
| Q2 24 | $103.8M | $-1.6M | ||
| Q1 24 | $76.3M | $-1.1M |
毛利率UIUMAC
| Q4 25 | 45.9% | 36.2% | ||
| Q3 25 | 46.0% | 39.4% | ||
| Q2 25 | 45.1% | 37.4% | ||
| Q1 25 | 44.5% | 24.3% | ||
| Q4 24 | 41.2% | 27.7% | ||
| Q3 24 | 42.1% | 26.1% | ||
| Q2 24 | 40.2% | 27.5% | ||
| Q1 24 | 35.3% | 33.0% |
营业利润率UIUMAC
| Q4 25 | 35.9% | -198.7% | ||
| Q3 25 | 35.7% | -232.4% | ||
| Q2 25 | 34.4% | -338.5% | ||
| Q1 25 | 34.2% | -160.0% | ||
| Q4 24 | 29.8% | -642.3% | ||
| Q3 24 | 30.7% | -95.4% | ||
| Q2 24 | 27.3% | -111.4% | ||
| Q1 24 | 22.6% | -175.5% |
净利率UIUMAC
| Q4 25 | 28.7% | -215.7% | ||
| Q3 25 | 28.3% | 75.1% | ||
| Q2 25 | 35.1% | -327.9% | ||
| Q1 25 | 27.2% | -159.9% | ||
| Q4 24 | 22.8% | -1353.2% | ||
| Q3 24 | 23.3% | -140.0% | ||
| Q2 24 | 20.5% | -114.3% | ||
| Q1 24 | 15.5% | -178.7% |
每股收益（稀释后）UIUMAC
| Q4 25 | $3.86 | $-0.26 | ||
| Q3 25 | $3.43 | $0.05 | ||
| Q2 25 | $4.40 | $-0.32 | ||
| Q1 25 | $2.98 | $-0.21 | ||
| Q4 24 | $2.26 | $-3.20 | ||
| Q3 24 | $2.12 | $-0.30 | ||
| Q2 24 | $1.72 | $-0.16 | ||
| Q1 24 | $1.26 | $-0.18 |
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 | $302.8M | $142.5M |
| 总债务越低越好 | $47.5M | — |
| 股东权益账面价值 | $1.0B | $174.9M |
| 总资产 | $1.6B | $182.7M |
| 负债/权益比越低杠杆越低 | 0.05× | — |
8季度趋势，按日历期对齐
现金及短期投资UIUMAC
| Q4 25 | $302.8M | $142.5M | ||
| Q3 25 | $177.2M | $81.1M | ||
| Q2 25 | $149.7M | $38.9M | ||
| Q1 25 | $151.0M | $5.0M | ||
| Q4 24 | $133.1M | $3.8M | ||
| Q3 24 | $165.2M | $1.7M | ||
| Q2 24 | $126.3M | $2.2M | ||
| Q1 24 | $102.5M | $3.2M |
总债务UIUMAC
| Q4 25 | $47.5M | — | ||
| Q3 25 | $133.8M | — | ||
| Q2 25 | $250.0M | — | ||
| Q1 25 | $340.0M | — | ||
| Q4 24 | $406.3M | — | ||
| Q3 24 | $552.5M | — | ||
| Q2 24 | $708.1M | — | ||
| Q1 24 | $877.5M | — |
股东权益UIUMAC
| Q4 25 | $1.0B | $174.9M | ||
| Q3 25 | $828.4M | $106.0M | ||
| Q2 25 | $668.3M | $51.3M | ||
| Q1 25 | $436.1M | $15.9M | ||
| Q4 24 | $290.4M | $14.8M | ||
| Q3 24 | $188.1M | $19.2M | ||
| Q2 24 | $95.1M | $20.0M | ||
| Q1 24 | $25.9M | $21.2M |
总资产UIUMAC
| Q4 25 | $1.6B | $182.7M | ||
| Q3 25 | $1.5B | $113.1M | ||
| Q2 25 | $1.5B | $52.4M | ||
| Q1 25 | $1.3B | $17.3M | ||
| Q4 24 | $1.2B | $16.1M | ||
| Q3 24 | $1.2B | $24.5M | ||
| Q2 24 | $1.2B | $25.2M | ||
| Q1 24 | $1.2B | $24.2M |
负债/权益比UIUMAC
| Q4 25 | 0.05× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.37× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 2.94× | — | ||
| Q2 24 | 7.45× | — | ||
| Q1 24 | 33.92× | — |
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 | $263.9M | $-9.8M |
| 自由现金流经营现金流 - 资本支出 | $260.3M | — |
| 自由现金流率自由现金流/营收 | 31.9% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 1.13× | — |
| 过去12个月自由现金流最近4个季度 | $699.5M | — |
8季度趋势，按日历期对齐
经营现金流UIUMAC
| Q4 25 | $263.9M | $-9.8M | ||
| Q3 25 | $198.5M | $-7.5M | ||
| Q2 25 | $130.4M | $-2.7M | ||
| Q1 25 | $123.6M | $-1.2M | ||
| Q4 24 | $152.4M | $-1.3M | ||
| Q3 24 | $233.7M | $-536.7K | ||
| Q2 24 | $231.4M | $-986.2K | ||
| Q1 24 | $163.9M | $-1.2M |
自由现金流UIUMAC
| Q4 25 | $260.3M | — | ||
| Q3 25 | $193.3M | $-8.8M | ||
| Q2 25 | $125.2M | — | ||
| Q1 25 | $120.7M | — | ||
| Q4 24 | $150.4M | — | ||
| Q3 24 | $231.1M | — | ||
| Q2 24 | $229.5M | — | ||
| Q1 24 | $160.6M | — |
自由现金流率UIUMAC
| Q4 25 | 31.9% | — | ||
| Q3 25 | 26.3% | -413.2% | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 18.2% | — | ||
| Q4 24 | 25.1% | — | ||
| Q3 24 | 42.0% | — | ||
| Q2 24 | 45.2% | — | ||
| Q1 24 | 32.6% | — |
资本支出强度UIUMAC
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.7% | 60.3% | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.5% | 0.0% | ||
| Q2 24 | 0.4% | — | ||
| Q1 24 | 0.7% | — |
现金转化率UIUMAC
| Q4 25 | 1.13× | — | ||
| Q3 25 | 0.95× | -4.70× | ||
| Q2 25 | 0.49× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.83× | — | ||
| Q2 24 | 2.23× | — | ||
| Q1 24 | 2.15× | — |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
UMAC
暂无分部数据
