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Ubiquiti Inc.（UI）与威世（VSH）财务数据对比。点击上方公司名可切换其他公司
威世的季度营收约是Ubiquiti Inc.的1.0倍（$839.2M vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 0.9%，领先27.8%），Ubiquiti Inc.同比增速更快（35.8% vs 17.3%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 6.4%）
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。
威世（Vishay Intertechnology）是美国知名的分立半导体与被动电子元器件制造商，由企业家菲利克斯·赞德曼创立。公司在以色列、亚洲、欧洲、美洲均设有生产基地，产品覆盖整流器、二极管、MOSFET、光电器件、精选集成电路、电阻器、电容器、电感器等品类，2024年营收达29亿美元，全球全职员工约2.27万人。
UI vs VSH — 直观对比
营收规模更大
VSH
是对方的1.0倍
$814.9M
营收增速更快
UI
高出18.5%
17.3%
净利率更高
UI
高出27.8%
0.9%
两年增速更快
UI
近两年复合增速
6.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $814.9M | $839.2M |
| 净利润 | $233.6M | $7.2M |
| 毛利率 | 45.9% | 21.0% |
| 营业利润率 | 35.9% | 2.6% |
| 净利率 | 28.7% | 0.9% |
| 营收同比 | 35.8% | 17.3% |
| 净利润同比 | 70.8% | 626.6% |
| 每股收益（稀释后） | $3.86 | $0.05 |
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UIVSH
| Q1 26 | — | $839.2M | ||
| Q4 25 | $814.9M | $800.9M | ||
| Q3 25 | $733.8M | $790.6M | ||
| Q2 25 | $759.2M | $762.3M | ||
| Q1 25 | $664.2M | $715.2M | ||
| Q4 24 | $599.9M | $714.7M | ||
| Q3 24 | $550.3M | $735.4M | ||
| Q2 24 | $507.5M | $741.2M |
净利润UIVSH
| Q1 26 | — | $7.2M | ||
| Q4 25 | $233.6M | $986.0K | ||
| Q3 25 | $207.9M | $-7.9M | ||
| Q2 25 | $266.7M | $2.0M | ||
| Q1 25 | $180.4M | $-4.1M | ||
| Q4 24 | $136.8M | $-66.1M | ||
| Q3 24 | $128.0M | $-19.3M | ||
| Q2 24 | $103.8M | $23.5M |
毛利率UIVSH
| Q1 26 | — | 21.0% | ||
| Q4 25 | 45.9% | 19.6% | ||
| Q3 25 | 46.0% | 19.5% | ||
| Q2 25 | 45.1% | 19.5% | ||
| Q1 25 | 44.5% | 19.0% | ||
| Q4 24 | 41.2% | 19.9% | ||
| Q3 24 | 42.1% | 20.5% | ||
| Q2 24 | 40.2% | 22.0% |
营业利润率UIVSH
| Q1 26 | — | 2.6% | ||
| Q4 25 | 35.9% | 1.8% | ||
| Q3 25 | 35.7% | 2.4% | ||
| Q2 25 | 34.4% | 2.9% | ||
| Q1 25 | 34.2% | 0.1% | ||
| Q4 24 | 29.8% | -7.9% | ||
| Q3 24 | 30.7% | -2.5% | ||
| Q2 24 | 27.3% | 5.1% |
净利率UIVSH
| Q1 26 | — | 0.9% | ||
| Q4 25 | 28.7% | 0.1% | ||
| Q3 25 | 28.3% | -1.0% | ||
| Q2 25 | 35.1% | 0.3% | ||
| Q1 25 | 27.2% | -0.6% | ||
| Q4 24 | 22.8% | -9.2% | ||
| Q3 24 | 23.3% | -2.6% | ||
| Q2 24 | 20.5% | 3.2% |
每股收益（稀释后）UIVSH
| Q1 26 | — | $0.05 | ||
| Q4 25 | $3.86 | $0.01 | ||
| Q3 25 | $3.43 | $-0.06 | ||
| Q2 25 | $4.40 | $0.01 | ||
| Q1 25 | $2.98 | $-0.03 | ||
| Q4 24 | $2.26 | $-0.48 | ||
| Q3 24 | $2.12 | $-0.14 | ||
| Q2 24 | $1.72 | $0.17 |
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 | $479.5M |
| 总债务越低越好 | $47.5M | $983.1M |
| 股东权益账面价值 | $1.0B | $2.1B |
| 总资产 | $1.6B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资UIVSH
| Q1 26 | — | $479.5M | ||
| Q4 25 | $302.8M | $515.0M | ||
| Q3 25 | $177.2M | $443.9M | ||
| Q2 25 | $149.7M | $473.9M | ||
| Q1 25 | $151.0M | $609.4M | ||
| Q4 24 | $133.1M | $590.3M | ||
| Q3 24 | $165.2M | $643.8M | ||
| Q2 24 | $126.3M | $672.7M |
总债务UIVSH
| Q1 26 | — | $983.1M | ||
| Q4 25 | $47.5M | $950.9M | ||
| Q3 25 | $133.8M | $919.7M | ||
| Q2 25 | $250.0M | $914.5M | ||
| Q1 25 | $340.0M | $988.2M | ||
| Q4 24 | $406.3M | $905.0M | ||
| Q3 24 | $552.5M | $820.8M | ||
| Q2 24 | $708.1M | $820.6M |
股东权益UIVSH
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $828.4M | $2.1B | ||
| Q2 25 | $668.3M | $2.1B | ||
| Q1 25 | $436.1M | $2.0B | ||
| Q4 24 | $290.4M | $2.0B | ||
| Q3 24 | $188.1M | $2.2B | ||
| Q2 24 | $95.1M | $2.2B |
总资产UIVSH
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.6B | $4.2B | ||
| Q3 25 | $1.5B | $4.2B | ||
| Q2 25 | $1.5B | $4.2B | ||
| Q1 25 | $1.3B | $4.2B | ||
| Q4 24 | $1.2B | $4.1B | ||
| Q3 24 | $1.2B | $4.2B | ||
| Q2 24 | $1.2B | $4.2B |
负债/权益比UIVSH
| Q1 26 | — | 0.47× | ||
| Q4 25 | 0.05× | 0.46× | ||
| Q3 25 | 0.16× | 0.44× | ||
| Q2 25 | 0.37× | 0.44× | ||
| Q1 25 | 0.78× | 0.49× | ||
| Q4 24 | 1.40× | 0.45× | ||
| Q3 24 | 2.94× | 0.38× | ||
| Q2 24 | 7.45× | 0.38× |
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 | $63.7M |
| 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× | 8.89× |
| 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UIVSH
| Q1 26 | — | $63.7M | ||
| Q4 25 | $263.9M | $149.4M | ||
| Q3 25 | $198.5M | $27.6M | ||
| Q2 25 | $130.4M | $-8.8M | ||
| Q1 25 | $123.6M | $16.1M | ||
| Q4 24 | $152.4M | $67.7M | ||
| Q3 24 | $233.7M | $50.6M | ||
| Q2 24 | $231.4M | $-24.7M |
自由现金流UIVSH
| Q1 26 | — | — | ||
| Q4 25 | $260.3M | $54.6M | ||
| Q3 25 | $193.3M | $-24.7M | ||
| Q2 25 | $125.2M | $-73.4M | ||
| Q1 25 | $120.7M | $-45.5M | ||
| Q4 24 | $150.4M | $-77.2M | ||
| Q3 24 | $231.1M | $-9.0M | ||
| Q2 24 | $229.5M | $-87.3M |
自由现金流率UIVSH
| Q1 26 | — | — | ||
| Q4 25 | 31.9% | 6.8% | ||
| Q3 25 | 26.3% | -3.1% | ||
| Q2 25 | 16.5% | -9.6% | ||
| Q1 25 | 18.2% | -6.4% | ||
| Q4 24 | 25.1% | -10.8% | ||
| Q3 24 | 42.0% | -1.2% | ||
| Q2 24 | 45.2% | -11.8% |
资本支出强度UIVSH
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | 11.8% | ||
| Q3 25 | 0.7% | 6.6% | ||
| Q2 25 | 0.7% | 8.5% | ||
| Q1 25 | 0.4% | 8.6% | ||
| Q4 24 | 0.3% | 20.3% | ||
| Q3 24 | 0.5% | 8.1% | ||
| Q2 24 | 0.4% | 8.4% |
现金转化率UIVSH
| Q1 26 | — | 8.89× | ||
| Q4 25 | 1.13× | 151.48× | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.49× | -4.39× | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.83× | — | ||
| Q2 24 | 2.23× | -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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
VSH
暂无分部数据
