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ALBANY INTERNATIONAL CORP（AIN）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
南玻集团的季度营收约是ALBANY INTERNATIONAL CORP的1.0倍（$323.1M vs $321.2M），ALBANY INTERNATIONAL CORP净利率更高（4.3% vs 2.2%，领先2.2%），ALBANY INTERNATIONAL CORP同比增速更快（12.0% vs 2.0%），南玻集团自由现金流更多（$55.8M vs $51.4M），过去两年南玻集团的营收复合增速更高（4.6% vs 1.2%）
奥尔巴尼国际是全球先进材料与工业技术企业，下设两大核心业务板块：为造纸等工业生产提供定制工程织物的机械织物部门，以及为航空航天、国防领域研发高性能复合材料部件的工程复合材料部门，业务覆盖全球多个区域。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
AIN vs CSGS — 直观对比
营收规模更大
CSGS
是对方的1.0倍
$321.2M
营收增速更快
AIN
高出9.9%
2.0%
净利率更高
AIN
高出2.2%
2.2%
自由现金流更多
CSGS
多$4.4M
$51.4M
两年增速更快
CSGS
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $321.2M | $323.1M |
| 净利润 | $13.9M | $7.0M |
| 毛利率 | 31.1% | 50.0% |
| 营业利润率 | 9.3% | 9.0% |
| 净利率 | 4.3% | 2.2% |
| 营收同比 | 12.0% | 2.0% |
| 净利润同比 | -21.5% | -79.7% |
| 每股收益（稀释后） | $0.56 | $0.24 |
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AINCSGS
| Q4 25 | $321.2M | $323.1M | ||
| Q3 25 | $261.4M | $303.6M | ||
| Q2 25 | $311.4M | $297.1M | ||
| Q1 25 | $288.8M | $299.5M | ||
| Q4 24 | $286.9M | $316.7M | ||
| Q3 24 | $298.4M | $295.1M | ||
| Q2 24 | $332.0M | $290.3M | ||
| Q1 24 | $313.3M | $295.1M |
净利润AINCSGS
| Q4 25 | $13.9M | $7.0M | ||
| Q3 25 | $-97.8M | $20.5M | ||
| Q2 25 | $9.2M | $12.3M | ||
| Q1 25 | $17.4M | $16.1M | ||
| Q4 24 | $17.7M | $34.5M | ||
| Q3 24 | $18.0M | $19.1M | ||
| Q2 24 | $24.6M | $13.8M | ||
| Q1 24 | $27.3M | $19.5M |
毛利率AINCSGS
| Q4 25 | 31.1% | 50.0% | ||
| Q3 25 | -19.1% | 48.1% | ||
| Q2 25 | 31.3% | 49.5% | ||
| Q1 25 | 33.4% | 48.4% | ||
| Q4 24 | 31.5% | 51.3% | ||
| Q3 24 | 30.3% | 49.4% | ||
| Q2 24 | 33.9% | 47.3% | ||
| Q1 24 | 34.7% | 46.5% |
营业利润率AINCSGS
| Q4 25 | 9.3% | 9.0% | ||
| Q3 25 | -44.6% | 10.0% | ||
| Q2 25 | 7.2% | 10.0% | ||
| Q1 25 | 9.8% | 9.8% | ||
| Q4 24 | 8.5% | 13.4% | ||
| Q3 24 | 8.4% | 10.8% | ||
| Q2 24 | 12.9% | 8.8% | ||
| Q1 24 | 12.4% | 10.8% |
净利率AINCSGS
| Q4 25 | 4.3% | 2.2% | ||
| Q3 25 | -37.4% | 6.7% | ||
| Q2 25 | 2.9% | 4.1% | ||
| Q1 25 | 6.0% | 5.4% | ||
| Q4 24 | 6.2% | 10.9% | ||
| Q3 24 | 6.0% | 6.5% | ||
| Q2 24 | 7.4% | 4.8% | ||
| Q1 24 | 8.7% | 6.6% |
每股收益（稀释后）AINCSGS
| Q4 25 | $0.56 | $0.24 | ||
| Q3 25 | $-3.37 | $0.73 | ||
| Q2 25 | $0.31 | $0.44 | ||
| Q1 25 | $0.56 | $0.57 | ||
| Q4 24 | $0.57 | $1.20 | ||
| Q3 24 | $0.57 | $0.67 | ||
| Q2 24 | $0.79 | $0.48 | ||
| Q1 24 | $0.87 | $0.68 |
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 | $112.3M | $180.0M |
| 总债务越低越好 | $455.7M | $539.5M |
| 股东权益账面价值 | $726.2M | $283.7M |
| 总资产 | $1.7B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.63× | 1.90× |
8季度趋势，按日历期对齐
现金及短期投资AINCSGS
| Q4 25 | $112.3M | $180.0M | ||
| Q3 25 | $108.3M | $158.4M | ||
| Q2 25 | $106.7M | $145.9M | ||
| Q1 25 | $119.4M | $136.0M | ||
| Q4 24 | $115.3M | $161.8M | ||
| Q3 24 | $127.2M | $118.4M | ||
| Q2 24 | $116.4M | $110.4M | ||
| Q1 24 | $125.4M | $120.8M |
总债务AINCSGS
| Q4 25 | $455.7M | $539.5M | ||
| Q3 25 | $480.6M | $538.6M | ||
| Q2 25 | $444.7M | $537.8M | ||
| Q1 25 | $416.4M | $537.6M | ||
| Q4 24 | $318.5M | $538.5M | ||
| Q3 24 | $362.2M | $539.5M | ||
| Q2 24 | $377.1M | $540.5M | ||
| Q1 24 | $439.1M | $541.5M |
股东权益AINCSGS
| Q4 25 | $726.2M | $283.7M | ||
| Q3 25 | $739.3M | $289.5M | ||
| Q2 25 | $888.6M | $290.7M | ||
| Q1 25 | $900.0M | $283.1M | ||
| Q4 24 | $943.5M | $282.6M | ||
| Q3 24 | $991.0M | $288.4M | ||
| Q2 24 | $967.5M | $273.3M | ||
| Q1 24 | $967.5M | $269.3M |
总资产AINCSGS
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.8B | $1.4B | ||
| Q1 24 | $1.8B | $1.3B |
负债/权益比AINCSGS
| Q4 25 | 0.63× | 1.90× | ||
| Q3 25 | 0.65× | 1.86× | ||
| Q2 25 | 0.50× | 1.85× | ||
| Q1 25 | 0.46× | 1.90× | ||
| Q4 24 | 0.34× | 1.91× | ||
| Q3 24 | 0.37× | 1.87× | ||
| Q2 24 | 0.39× | 1.98× | ||
| Q1 24 | 0.45× | 2.01× |
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 | $73.7M | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $51.4M | $55.8M |
| 自由现金流率自由现金流/营收 | 16.0% | 17.3% |
| 资本支出强度资本支出/营收 | 6.9% | 1.1% |
| 现金转化率经营现金流/净利润 | 5.31× | 8.46× |
| 过去12个月自由现金流最近4个季度 | $82.6M | $141.4M |
8季度趋势，按日历期对齐
经营现金流AINCSGS
| Q4 25 | $73.7M | $59.2M | ||
| Q3 25 | $43.9M | $47.9M | ||
| Q2 25 | $32.7M | $37.3M | ||
| Q1 25 | $2.1M | $11.5M | ||
| Q4 24 | $78.5M | $82.5M | ||
| Q3 24 | $47.0M | $39.5M | ||
| Q2 24 | $83.4M | $43.1M | ||
| Q1 24 | $9.6M | $-29.4M |
自由现金流AINCSGS
| Q4 25 | $51.4M | $55.8M | ||
| Q3 25 | $25.9M | $43.9M | ||
| Q2 25 | $18.8M | $34.6M | ||
| Q1 25 | $-13.5M | $7.1M | ||
| Q4 24 | $60.2M | $76.6M | ||
| Q3 24 | $31.6M | $32.0M | ||
| Q2 24 | $63.6M | $38.8M | ||
| Q1 24 | $-17.3M | $-34.1M |
自由现金流率AINCSGS
| Q4 25 | 16.0% | 17.3% | ||
| Q3 25 | 9.9% | 14.5% | ||
| Q2 25 | 6.0% | 11.6% | ||
| Q1 25 | -4.7% | 2.4% | ||
| Q4 24 | 21.0% | 24.2% | ||
| Q3 24 | 10.6% | 10.8% | ||
| Q2 24 | 19.2% | 13.4% | ||
| Q1 24 | -5.5% | -11.6% |
资本支出强度AINCSGS
| Q4 25 | 6.9% | 1.1% | ||
| Q3 25 | 6.9% | 1.3% | ||
| Q2 25 | 4.5% | 0.9% | ||
| Q1 25 | 5.4% | 1.5% | ||
| Q4 24 | 6.4% | 1.9% | ||
| Q3 24 | 5.2% | 2.5% | ||
| Q2 24 | 6.0% | 1.5% | ||
| Q1 24 | 8.6% | 1.6% |
现金转化率AINCSGS
| Q4 25 | 5.31× | 8.46× | ||
| Q3 25 | — | 2.34× | ||
| Q2 25 | 3.56× | 3.04× | ||
| Q1 25 | 0.12× | 0.71× | ||
| Q4 24 | 4.44× | 2.39× | ||
| Q3 24 | 2.61× | 2.07× | ||
| Q2 24 | 3.39× | 3.12× | ||
| Q1 24 | 0.35× | -1.51× |
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
AIN
| Transferred At Point In Time | $176.5M | 55% |
| Engineered Composites Other | $99.3M | 31% |
| Engineered Composites ASC | $44.5M | 14% |
| Transferred Over Time | $1.0M | 0% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
