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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的1.6倍（$1.9B vs $1.2B），Masco净利率更高（11.9% vs 8.2%，领先3.7%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 6.5%），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs -4.2%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
AIT vs MAS — 直观对比
营收规模更大
MAS
是对方的1.6倍
$1.2B
营收增速更快
AIT
高出1.9%
6.5%
净利率更高
MAS
高出3.7%
8.2%
两年增速更快
AIT
近两年复合增速
-4.2%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.9B |
| 净利润 | $95.3M | $228.0M |
| 毛利率 | 30.4% | 35.8% |
| 营业利润率 | 10.6% | 16.5% |
| 净利率 | 8.2% | 11.9% |
| 营收同比 | 8.4% | 6.5% |
| 净利润同比 | 2.2% | 14.5% |
| 每股收益（稀释后） | $2.51 | — |
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AITMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.2B | $1.8B | ||
| Q3 25 | $1.2B | $1.9B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $1.8B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.2B | $2.1B |
净利润AITMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $95.3M | $165.0M | ||
| Q3 25 | $100.8M | $189.0M | ||
| Q2 25 | $107.8M | $270.0M | ||
| Q1 25 | $99.8M | $186.0M | ||
| Q4 24 | $93.3M | $182.0M | ||
| Q3 24 | $92.1M | $167.0M | ||
| Q2 24 | $103.5M | $258.0M |
毛利率AITMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 30.4% | 33.9% | ||
| Q3 25 | 30.1% | 34.2% | ||
| Q2 25 | 30.6% | 37.6% | ||
| Q1 25 | 30.5% | 35.8% | ||
| Q4 24 | 30.6% | 34.8% | ||
| Q3 24 | 29.6% | 36.6% | ||
| Q2 24 | 30.7% | 37.5% |
营业利润率AITMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 10.6% | 13.8% | ||
| Q3 25 | 10.8% | 15.8% | ||
| Q2 25 | 11.0% | 20.1% | ||
| Q1 25 | 11.1% | 15.9% | ||
| Q4 24 | 11.3% | 15.9% | ||
| Q3 24 | 10.3% | 18.0% | ||
| Q2 24 | 12.0% | 19.0% |
净利率AITMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 8.2% | 9.2% | ||
| Q3 25 | 8.4% | 9.9% | ||
| Q2 25 | 8.8% | 13.2% | ||
| Q1 25 | 8.6% | 10.3% | ||
| Q4 24 | 8.7% | 10.0% | ||
| Q3 24 | 8.4% | 8.4% | ||
| Q2 24 | 8.9% | 12.3% |
每股收益（稀释后）AITMAS
| Q1 26 | — | — | ||
| Q4 25 | $2.51 | $0.81 | ||
| Q3 25 | $2.63 | $0.90 | ||
| Q2 25 | $2.80 | $1.28 | ||
| Q1 25 | $2.57 | $0.87 | ||
| Q4 24 | $2.39 | $0.85 | ||
| Q3 24 | $2.36 | $0.77 | ||
| Q2 24 | $2.64 | $1.17 |
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 | $406.0M | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $1.9B | $27.0M |
| 总资产 | $3.2B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资AITMAS
| Q1 26 | — | — | ||
| Q4 25 | $406.0M | $647.0M | ||
| Q3 25 | $418.7M | $559.0M | ||
| Q2 25 | $388.4M | $390.0M | ||
| Q1 25 | $352.8M | $377.0M | ||
| Q4 24 | $303.4M | $634.0M | ||
| Q3 24 | $538.5M | $646.0M | ||
| Q2 24 | $460.6M | $398.0M |
总债务AITMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AITMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $1.9B | $-185.0M | ||
| Q3 25 | $1.9B | $-78.0M | ||
| Q2 25 | $1.8B | $-84.0M | ||
| Q1 25 | $1.8B | $-254.0M | ||
| Q4 24 | $1.8B | $-279.0M | ||
| Q3 24 | $1.8B | $-88.0M | ||
| Q2 24 | $1.7B | $-26.0M |
总资产AITMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $3.2B | $5.2B | ||
| Q3 25 | $3.2B | $5.3B | ||
| Q2 25 | $3.2B | $5.3B | ||
| Q1 25 | $3.1B | $5.1B | ||
| Q4 24 | $3.0B | $5.0B | ||
| Q3 24 | $3.0B | $5.3B | ||
| Q2 24 | $3.0B | $5.4B |
负债/权益比AITMAS
| Q1 26 | — | 109.07× | ||
| 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 | $99.7M | — |
| 自由现金流经营现金流 - 资本支出 | $93.4M | — |
| 自由现金流率自由现金流/营收 | 8.0% | — |
| 资本支出强度资本支出/营收 | 0.5% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.05× | — |
| 过去12个月自由现金流最近4个季度 | $458.5M | — |
8季度趋势，按日历期对齐
经营现金流AITMAS
| Q1 26 | — | — | ||
| Q4 25 | $99.7M | $418.0M | ||
| Q3 25 | $119.3M | $456.0M | ||
| Q2 25 | $147.0M | $306.0M | ||
| Q1 25 | $122.5M | $-158.0M | ||
| Q4 24 | $95.1M | $407.0M | ||
| Q3 24 | $127.7M | $416.0M | ||
| Q2 24 | $119.2M | $346.0M |
自由现金流AITMAS
| Q1 26 | — | — | ||
| Q4 25 | $93.4M | $371.0M | ||
| Q3 25 | $112.0M | $415.0M | ||
| Q2 25 | $138.2M | $270.0M | ||
| Q1 25 | $114.9M | $-190.0M | ||
| Q4 24 | $89.9M | $351.0M | ||
| Q3 24 | $122.2M | $378.0M | ||
| Q2 24 | $111.7M | $303.0M |
自由现金流率AITMAS
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 20.7% | ||
| Q3 25 | 9.3% | 21.6% | ||
| Q2 25 | 11.3% | 13.2% | ||
| Q1 25 | 9.8% | -10.5% | ||
| Q4 24 | 8.4% | 19.2% | ||
| Q3 24 | 11.1% | 19.1% | ||
| Q2 24 | 9.6% | 14.5% |
资本支出强度AITMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 0.5% | 2.6% | ||
| Q3 25 | 0.6% | 2.1% | ||
| Q2 25 | 0.7% | 1.8% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 0.5% | 3.1% | ||
| Q3 24 | 0.5% | 1.9% | ||
| Q2 24 | 0.6% | 2.1% |
现金转化率AITMAS
| Q1 26 | — | — | ||
| Q4 25 | 1.05× | 2.53× | ||
| Q3 25 | 1.18× | 2.41× | ||
| Q2 25 | 1.36× | 1.13× | ||
| Q1 25 | 1.23× | -0.85× | ||
| Q4 24 | 1.02× | 2.24× | ||
| Q3 24 | 1.39× | 2.49× | ||
| Q2 24 | 1.15× | 1.34× |
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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
MAS
暂无分部数据
