vs
雅保（ALB）与Koppers Holdings Inc.（KOP）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Koppers Holdings Inc.的3.3倍（$1.4B vs $432.7M）。Koppers Holdings Inc.净利率更高（6.9% vs -29.0%，领先35.9%）。雅保同比增速更快（15.9% vs -9.3%）。雅保自由现金流更多（$233.1M vs $28.5M）。过去两年雅保的营收复合增速更高（2.4% vs -6.7%）
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。
科佩斯控股是一家全球性化工与材料企业，总部位于美国宾夕法尼亚州匹兹堡，入驻建于1920年代的装饰艺术风格摩天大楼科佩斯大厦，在全球范围内开展相关业务经营。
ALB vs KOP — 直观对比
营收规模更大
ALB
是对方的3.3倍
$432.7M
营收增速更快
ALB
高出25.2%
-9.3%
净利率更高
KOP
高出35.9%
-29.0%
自由现金流更多
ALB
多$204.6M
$28.5M
两年增速更快
ALB
近两年复合增速
-6.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $432.7M |
| 净利润 | $-414.2M | $29.7M |
| 毛利率 | 13.9% | 25.6% |
| 营业利润率 | -15.2% | 11.5% |
| 净利率 | -29.0% | 6.9% |
| 营收同比 | 15.9% | -9.3% |
| 净利润同比 | -650.1% | 391.2% |
| 每股收益（稀释后） | $-3.88 | $1.44 |
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ALBKOP
| Q4 25 | $1.4B | $432.7M | ||
| Q3 25 | $1.3B | $485.3M | ||
| Q2 25 | $1.3B | $504.8M | ||
| Q1 25 | $1.1B | $456.5M | ||
| Q4 24 | $1.2B | $477.0M | ||
| Q3 24 | $1.4B | $554.3M | ||
| Q2 24 | $1.4B | $563.2M | ||
| Q1 24 | $1.4B | $497.6M |
净利润ALBKOP
| Q4 25 | $-414.2M | $29.7M | ||
| Q3 25 | $-160.7M | $23.8M | ||
| Q2 25 | $22.9M | $16.4M | ||
| Q1 25 | $41.3M | $-13.9M | ||
| Q4 24 | $75.3M | $-10.2M | ||
| Q3 24 | $-1.1B | $22.8M | ||
| Q2 24 | $-188.2M | $26.8M | ||
| Q1 24 | $2.4M | $13.0M |
毛利率ALBKOP
| Q4 25 | 13.9% | 25.6% | ||
| Q3 25 | 9.0% | 24.1% | ||
| Q2 25 | 14.8% | 22.6% | ||
| Q1 25 | 14.5% | 23.2% | ||
| Q4 24 | 11.2% | 17.5% | ||
| Q3 24 | -7.7% | 21.9% | ||
| Q2 24 | -0.7% | 21.6% | ||
| Q1 24 | 2.9% | 19.3% |
营业利润率ALBKOP
| Q4 25 | -15.2% | 11.5% | ||
| Q3 25 | -16.6% | 10.7% | ||
| Q2 25 | 3.6% | 7.7% | ||
| Q1 25 | 1.8% | 5.9% | ||
| Q4 24 | 0.4% | 1.3% | ||
| Q3 24 | -81.9% | 9.0% | ||
| Q2 24 | -34.4% | 10.2% | ||
| Q1 24 | -13.2% | 7.0% |
净利率ALBKOP
| Q4 25 | -29.0% | 6.9% | ||
| Q3 25 | -12.3% | 4.9% | ||
| Q2 25 | 1.7% | 3.2% | ||
| Q1 25 | 3.8% | -3.0% | ||
| Q4 24 | 6.1% | -2.1% | ||
| Q3 24 | -78.9% | 4.1% | ||
| Q2 24 | -13.2% | 4.8% | ||
| Q1 24 | 0.2% | 2.6% |
每股收益（稀释后）ALBKOP
| Q4 25 | $-3.88 | $1.44 | ||
| Q3 25 | $-1.72 | $1.17 | ||
| Q2 25 | $-0.16 | $0.81 | ||
| Q1 25 | $0.00 | $-0.68 | ||
| Q4 24 | $0.29 | $-0.47 | ||
| Q3 24 | $-9.45 | $1.09 | ||
| Q2 24 | $-1.96 | $1.25 | ||
| Q1 24 | $-0.08 | $0.59 |
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 | — | — |
| 总债务越低越好 | $3.2B | $928.3M |
| 股东权益账面价值 | $9.5B | $574.0M |
| 总资产 | $16.4B | $1.9B |
| 负债/权益比越低杠杆越低 | 0.33× | 1.62× |
8季度趋势，按日历期对齐
现金及短期投资ALBKOP
| Q4 25 | — | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $2.1B | — |
总债务ALBKOP
| Q4 25 | $3.2B | $928.3M | ||
| Q3 25 | $3.6B | $932.9M | ||
| Q2 25 | $3.6B | $977.5M | ||
| Q1 25 | $3.5B | $989.0M | ||
| Q4 24 | $3.5B | $939.5M | ||
| Q3 24 | $3.6B | $989.4M | ||
| Q2 24 | $3.5B | $1.0B | ||
| Q1 24 | $3.5B | $877.6M |
股东权益ALBKOP
| Q4 25 | $9.5B | $574.0M | ||
| Q3 25 | $10.0B | $545.6M | ||
| Q2 25 | $10.2B | $526.8M | ||
| Q1 25 | $10.0B | $498.0M | ||
| Q4 24 | $10.0B | $488.7M | ||
| Q3 24 | $10.2B | $532.3M | ||
| Q2 24 | $11.2B | $509.2M | ||
| Q1 24 | $11.5B | $505.8M |
总资产ALBKOP
| Q4 25 | $16.4B | $1.9B | ||
| Q3 25 | $17.1B | $1.9B | ||
| Q2 25 | $17.3B | $1.9B | ||
| Q1 25 | $17.0B | $1.9B | ||
| Q4 24 | $16.6B | $1.9B | ||
| Q3 24 | $17.5B | $2.0B | ||
| Q2 24 | $18.4B | $1.9B | ||
| Q1 24 | $19.0B | $1.8B |
负债/权益比ALBKOP
| Q4 25 | 0.33× | 1.62× | ||
| Q3 25 | 0.36× | 1.71× | ||
| Q2 25 | 0.35× | 1.86× | ||
| Q1 25 | 0.35× | 1.99× | ||
| Q4 24 | 0.35× | 1.92× | ||
| Q3 24 | 0.35× | 1.86× | ||
| Q2 24 | 0.31× | 1.97× | ||
| Q1 24 | 0.31× | 1.74× |
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 | $45.1M |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $28.5M |
| 自由现金流率自由现金流/营收 | 16.3% | 6.6% |
| 资本支出强度资本支出/营收 | 10.9% | 3.8% |
| 现金转化率经营现金流/净利润 | — | 1.52× |
| 过去12个月自由现金流最近4个季度 | $692.5M | $67.5M |
8季度趋势，按日历期对齐
经营现金流ALBKOP
| Q4 25 | $388.5M | $45.1M | ||
| Q3 25 | $355.6M | $49.6M | ||
| Q2 25 | $-7.2M | $50.5M | ||
| Q1 25 | $545.4M | $-22.7M | ||
| Q4 24 | $674.0K | $74.7M | ||
| Q3 24 | $240.5M | $29.8M | ||
| Q2 24 | $362.9M | $27.2M | ||
| Q1 24 | $98.0M | $-12.3M |
自由现金流ALBKOP
| Q4 25 | $233.1M | $28.5M | ||
| Q3 25 | $223.4M | $37.6M | ||
| Q2 25 | $-126.8M | $38.4M | ||
| Q1 25 | $362.8M | $-37.0M | ||
| Q4 24 | $-355.1M | $56.1M | ||
| Q3 24 | $-62.6M | $14.4M | ||
| Q2 24 | $-84.7M | $10.1M | ||
| Q1 24 | $-481.4M | $-38.6M |
自由现金流率ALBKOP
| Q4 25 | 16.3% | 6.6% | ||
| Q3 25 | 17.1% | 7.7% | ||
| Q2 25 | -9.5% | 7.6% | ||
| Q1 25 | 33.7% | -8.1% | ||
| Q4 24 | -28.8% | 11.8% | ||
| Q3 24 | -4.6% | 2.6% | ||
| Q2 24 | -5.9% | 1.8% | ||
| Q1 24 | -35.4% | -7.8% |
资本支出强度ALBKOP
| Q4 25 | 10.9% | 3.8% | ||
| Q3 25 | 10.1% | 2.5% | ||
| Q2 25 | 9.0% | 2.4% | ||
| Q1 25 | 17.0% | 3.1% | ||
| Q4 24 | 28.9% | 3.9% | ||
| Q3 24 | 22.4% | 2.8% | ||
| Q2 24 | 31.3% | 3.0% | ||
| Q1 24 | 42.6% | 5.3% |
现金转化率ALBKOP
| Q4 25 | — | 1.52× | ||
| Q3 25 | — | 2.08× | ||
| Q2 25 | -0.31× | 3.08× | ||
| Q1 25 | 13.19× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | — | 1.01× | ||
| Q1 24 | 40.01× | -0.95× |
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% |
KOP
| Other | $127.8M | 30% |
| Railroad Treated Products | $119.0M | 28% |
| Utility Poles | $79.8M | 18% |
| Pitch And Related Products | $74.1M | 17% |
| Carbon Black Feedstock And Distillates | $14.4M | 3% |
| Railroad Infrastructure Products And Services | $9.9M | 2% |
| Phthalic Anhydride Naphthalene And Other Chemicals | $7.7M | 2% |
