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雅保（ALB）与BROADWIND, INC.（BWEN）财务数据对比。点击上方公司名可切换其他公司
雅保的季度营收约是BROADWIND, INC.的37.8倍（$1.4B vs $37.7M）。雅保同比增速更快（15.9% vs 12.4%）。雅保自由现金流更多（$233.1M vs $-187.0K）。过去两年雅保的营收复合增速更高（2.4% vs 0.2%）
雅保是全球知名的特种化学品企业，业务覆盖研发、生产与全球销售，下设锂、溴、催化剂三大板块。锂业务线供应碳酸锂、氢氧化锂、氯化锂等锂化合物及相关试剂，产品广泛应用于消费电子、电动汽车锂电池、高性能润滑脂、热塑性弹性体等领域。
Broadwind Inc.是一家总部位于美国的工业制造企业，主营重型结构部件、齿轮系统的生产及相关售后服务，业务覆盖可再生能源、基础设施与重工业领域，主要为北美市场的风电项目、公用事业能源工程等供应核心零部件。
ALB vs BWEN — 直观对比
营收规模更大
ALB
是对方的37.8倍
$37.7M
营收增速更快
ALB
高出3.5%
12.4%
自由现金流更多
ALB
多$233.3M
$-187.0K
两年增速更快
ALB
近两年复合增速
0.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $37.7M |
| 净利润 | $-414.2M | — |
| 毛利率 | 13.9% | 8.8% |
| 营业利润率 | -15.2% | -0.2% |
| 净利率 | -29.0% | — |
| 营收同比 | 15.9% | 12.4% |
| 净利润同比 | -650.1% | — |
| 每股收益（稀释后） | $-3.88 | $-0.03 |
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ALBBWEN
| Q4 25 | $1.4B | $37.7M | ||
| Q3 25 | $1.3B | $44.2M | ||
| Q2 25 | $1.3B | $39.2M | ||
| Q1 25 | $1.1B | $36.8M | ||
| Q4 24 | $1.2B | $33.6M | ||
| Q3 24 | $1.4B | $35.5M | ||
| Q2 24 | $1.4B | $36.5M | ||
| Q1 24 | $1.4B | $37.6M |
净利润ALBBWEN
| Q4 25 | $-414.2M | — | ||
| Q3 25 | $-160.7M | $7.5M | ||
| Q2 25 | $22.9M | $-989.0K | ||
| Q1 25 | $41.3M | $-370.0K | ||
| Q4 24 | $75.3M | — | ||
| Q3 24 | $-1.1B | $74.0K | ||
| Q2 24 | $-188.2M | $482.0K | ||
| Q1 24 | $2.4M | $1.5M |
毛利率ALBBWEN
| Q4 25 | 13.9% | 8.8% | ||
| Q3 25 | 9.0% | 10.2% | ||
| Q2 25 | 14.8% | 10.1% | ||
| Q1 25 | 14.5% | 11.7% | ||
| Q4 24 | 11.2% | 11.3% | ||
| Q3 24 | -7.7% | 14.6% | ||
| Q2 24 | -0.7% | 15.3% | ||
| Q1 24 | 2.9% | 17.6% |
营业利润率ALBBWEN
| Q4 25 | -15.2% | -0.2% | ||
| Q3 25 | -16.6% | 19.7% | ||
| Q2 25 | 3.6% | -0.4% | ||
| Q1 25 | 1.8% | 0.5% | ||
| Q4 24 | 0.4% | -0.9% | ||
| Q3 24 | -81.9% | 3.3% | ||
| Q2 24 | -34.4% | 3.4% | ||
| Q1 24 | -13.2% | 5.5% |
净利率ALBBWEN
| Q4 25 | -29.0% | — | ||
| Q3 25 | -12.3% | 16.9% | ||
| Q2 25 | 1.7% | -2.5% | ||
| Q1 25 | 3.8% | -1.0% | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | -78.9% | 0.2% | ||
| Q2 24 | -13.2% | 1.3% | ||
| Q1 24 | 0.2% | 4.0% |
每股收益（稀释后）ALBBWEN
| Q4 25 | $-3.88 | $-0.03 | ||
| Q3 25 | $-1.72 | $0.32 | ||
| Q2 25 | $-0.16 | $-0.04 | ||
| Q1 25 | $0.00 | $-0.02 | ||
| Q4 24 | $0.29 | $-0.04 | ||
| Q3 24 | $-9.45 | $0.00 | ||
| Q2 24 | $-1.96 | $0.02 | ||
| Q1 24 | $-0.08 | $0.07 |
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 | — | $456.0K |
| 总债务越低越好 | $3.2B | $10.1M |
| 股东权益账面价值 | $9.5B | $66.3M |
| 总资产 | $16.4B | $116.8M |
| 负债/权益比越低杠杆越低 | 0.33× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资ALBBWEN
| Q4 25 | — | $456.0K | ||
| Q3 25 | $1.9B | $1.2M | ||
| Q2 25 | $1.8B | $1.0M | ||
| Q1 25 | $1.5B | $1.2M | ||
| Q4 24 | $1.2B | $7.7M | ||
| Q3 24 | $1.7B | $1.4M | ||
| Q2 24 | $1.8B | $938.0K | ||
| Q1 24 | $2.1B | $1.1M |
总债务ALBBWEN
| Q4 25 | $3.2B | $10.1M | ||
| Q3 25 | $3.6B | $10.3M | ||
| Q2 25 | $3.6B | $26.1M | ||
| Q1 25 | $3.5B | $12.2M | ||
| Q4 24 | $3.5B | $9.2M | ||
| Q3 24 | $3.6B | $16.9M | ||
| Q2 24 | $3.5B | $18.0M | ||
| Q1 24 | $3.5B | $7.7M |
股东权益ALBBWEN
| Q4 25 | $9.5B | $66.3M | ||
| Q3 25 | $10.0B | $66.9M | ||
| Q2 25 | $10.2B | $59.0M | ||
| Q1 25 | $10.0B | $59.3M | ||
| Q4 24 | $10.0B | $59.4M | ||
| Q3 24 | $10.2B | $59.6M | ||
| Q2 24 | $11.2B | $59.1M | ||
| Q1 24 | $11.5B | $58.0M |
总资产ALBBWEN
| Q4 25 | $16.4B | $116.8M | ||
| Q3 25 | $17.1B | $119.6M | ||
| Q2 25 | $17.3B | $130.5M | ||
| Q1 25 | $17.0B | $129.3M | ||
| Q4 24 | $16.6B | $128.3M | ||
| Q3 24 | $17.5B | $125.1M | ||
| Q2 24 | $18.4B | $122.5M | ||
| Q1 24 | $19.0B | $123.1M |
负债/权益比ALBBWEN
| Q4 25 | 0.33× | 0.15× | ||
| Q3 25 | 0.36× | 0.15× | ||
| Q2 25 | 0.35× | 0.44× | ||
| Q1 25 | 0.35× | 0.21× | ||
| Q4 24 | 0.35× | 0.15× | ||
| Q3 24 | 0.35× | 0.28× | ||
| Q2 24 | 0.31× | 0.30× | ||
| Q1 24 | 0.31× | 0.13× |
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 | $388.5M | $857.0K |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $-187.0K |
| 自由现金流率自由现金流/营收 | 16.3% | -0.5% |
| 资本支出强度资本支出/营收 | 10.9% | 2.8% |
| 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 | $692.5M | $-19.0M |
8季度趋势，按日历期对齐
经营现金流ALBBWEN
| Q4 25 | $388.5M | $857.0K | ||
| Q3 25 | $355.6M | $4.3M | ||
| Q2 25 | $-7.2M | $-12.5M | ||
| Q1 25 | $545.4M | $-8.0M | ||
| Q4 24 | $674.0K | $14.8M | ||
| Q3 24 | $240.5M | $2.4M | ||
| Q2 24 | $362.9M | $-9.3M | ||
| Q1 24 | $98.0M | $5.9M |
自由现金流ALBBWEN
| Q4 25 | $233.1M | $-187.0K | ||
| Q3 25 | $223.4M | $3.8M | ||
| Q2 25 | $-126.8M | $-13.7M | ||
| Q1 25 | $362.8M | $-9.0M | ||
| Q4 24 | $-355.1M | $14.5M | ||
| Q3 24 | $-62.6M | $1.7M | ||
| Q2 24 | $-84.7M | $-10.1M | ||
| Q1 24 | $-481.4M | $4.1M |
自由现金流率ALBBWEN
| Q4 25 | 16.3% | -0.5% | ||
| Q3 25 | 17.1% | 8.6% | ||
| Q2 25 | -9.5% | -34.8% | ||
| Q1 25 | 33.7% | -24.3% | ||
| Q4 24 | -28.8% | 43.1% | ||
| Q3 24 | -4.6% | 4.8% | ||
| Q2 24 | -5.9% | -27.6% | ||
| Q1 24 | -35.4% | 10.9% |
资本支出强度ALBBWEN
| Q4 25 | 10.9% | 2.8% | ||
| Q3 25 | 10.1% | 1.1% | ||
| Q2 25 | 9.0% | 3.1% | ||
| Q1 25 | 17.0% | 2.5% | ||
| Q4 24 | 28.9% | 1.0% | ||
| Q3 24 | 22.4% | 2.1% | ||
| Q2 24 | 31.3% | 2.2% | ||
| Q1 24 | 42.6% | 4.6% |
现金转化率ALBBWEN
| Q4 25 | — | — | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | -0.31× | — | ||
| Q1 25 | 13.19× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | — | 32.99× | ||
| Q2 24 | — | -19.26× | ||
| Q1 24 | 40.01× | 3.88× |
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
ALB
| Energy Storage | $759.1M | 53% |
| Specialties | $348.9M | 24% |
| Ketjen | $320.1M | 22% |
BWEN
| Heavy Fabrications | $21.6M | 57% |
| Industrial Solutions | $9.4M | 25% |
| Gearing | $7.0M | 19% |
