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雅保（ALB）与Quanex Building Products CORP（NX）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Quanex Building Products CORP的2.9倍（$1.4B vs $495.3M）。雅保净利率更高（-29.0% vs -55.7%，领先26.7%）。Quanex Building Products CORP同比增速更快（76.7% vs 15.9%）。雅保自由现金流更多（$233.1M vs $46.2M）。过去两年Quanex Building Products CORP的营收复合增速更高（29.5% vs 2.4%）
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。
Quanex Building Products是一家工程建筑组件及材料制造商，核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件，服务北美、欧洲的住宅及商业建筑市场，主打节能可持续的建筑解决方案。
ALB vs NX — 直观对比
营收规模更大
ALB
是对方的2.9倍
$495.3M
营收增速更快
NX
高出60.7%
15.9%
净利率更高
ALB
高出26.7%
-55.7%
自由现金流更多
ALB
多$186.9M
$46.2M
两年增速更快
NX
近两年复合增速
2.4%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $495.3M |
| 净利润 | $-414.2M | $-276.0M |
| 毛利率 | 13.9% | 27.9% |
| 营业利润率 | -15.2% | -54.7% |
| 净利率 | -29.0% | -55.7% |
| 营收同比 | 15.9% | 76.7% |
| 净利润同比 | -650.1% | -1188.8% |
| 每股收益（稀释后） | $-3.88 | $-6.04 |
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ALBNX
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.3B | $495.3M | ||
| Q2 25 | $1.3B | $452.5M | ||
| Q1 25 | $1.1B | $400.0M | ||
| Q4 24 | $1.2B | $492.2M | ||
| Q3 24 | $1.4B | $280.3M | ||
| Q2 24 | $1.4B | $266.2M | ||
| Q1 24 | $1.4B | $239.2M |
净利润ALBNX
| Q4 25 | $-414.2M | — | ||
| Q3 25 | $-160.7M | $-276.0M | ||
| Q2 25 | $22.9M | $20.5M | ||
| Q1 25 | $41.3M | $-14.9M | ||
| Q4 24 | $75.3M | $-13.9M | ||
| Q3 24 | $-1.1B | $25.4M | ||
| Q2 24 | $-188.2M | $15.4M | ||
| Q1 24 | $2.4M | $6.2M |
毛利率ALBNX
| Q4 25 | 13.9% | — | ||
| Q3 25 | 9.0% | 27.9% | ||
| Q2 25 | 14.8% | 29.0% | ||
| Q1 25 | 14.5% | 23.1% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | -7.7% | 25.3% | ||
| Q2 24 | -0.7% | 24.9% | ||
| Q1 24 | 2.9% | 21.5% |
营业利润率ALBNX
| Q4 25 | -15.2% | — | ||
| Q3 25 | -16.6% | -54.7% | ||
| Q2 25 | 3.6% | 9.0% | ||
| Q1 25 | 1.8% | -1.7% | ||
| Q4 24 | 0.4% | 0.6% | ||
| Q3 24 | -81.9% | 8.4% | ||
| Q2 24 | -34.4% | 7.8% | ||
| Q1 24 | -13.2% | 3.3% |
净利率ALBNX
| Q4 25 | -29.0% | — | ||
| Q3 25 | -12.3% | -55.7% | ||
| Q2 25 | 1.7% | 4.5% | ||
| Q1 25 | 3.8% | -3.7% | ||
| Q4 24 | 6.1% | -2.8% | ||
| Q3 24 | -78.9% | 9.0% | ||
| Q2 24 | -13.2% | 5.8% | ||
| Q1 24 | 0.2% | 2.6% |
每股收益（稀释后）ALBNX
| Q4 25 | $-3.88 | — | ||
| Q3 25 | $-1.72 | $-6.04 | ||
| Q2 25 | $-0.16 | $0.44 | ||
| Q1 25 | $0.00 | $-0.32 | ||
| Q4 24 | $0.29 | $-0.52 | ||
| Q3 24 | $-9.45 | $0.77 | ||
| Q2 24 | $-1.96 | $0.46 | ||
| Q1 24 | $-0.08 | $0.19 |
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 | — | $66.3M |
| 总债务越低越好 | $3.2B | $695.6M |
| 股东权益账面价值 | $9.5B | $717.4M |
| 总资产 | $16.4B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.97× |
8季度趋势，按日历期对齐
现金及短期投资ALBNX
| Q4 25 | — | — | ||
| Q3 25 | $1.9B | $66.3M | ||
| Q2 25 | $1.8B | $62.6M | ||
| Q1 25 | $1.5B | $50.0M | ||
| Q4 24 | $1.2B | $97.7M | ||
| Q3 24 | $1.7B | $94.0M | ||
| Q2 24 | $1.8B | $56.1M | ||
| Q1 24 | $2.1B | $44.4M |
总债务ALBNX
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.6B | $695.6M | ||
| Q2 25 | $3.6B | $746.4M | ||
| Q1 25 | $3.5B | $725.2M | ||
| Q4 24 | $3.5B | $737.2M | ||
| Q3 24 | $3.6B | $51.4M | ||
| Q2 24 | $3.5B | $51.5M | ||
| Q1 24 | $3.5B | $61.6M |
股东权益ALBNX
| Q4 25 | $9.5B | — | ||
| Q3 25 | $10.0B | $717.4M | ||
| Q2 25 | $10.2B | $1.0B | ||
| Q1 25 | $10.0B | $972.1M | ||
| Q4 24 | $10.0B | $1.0B | ||
| Q3 24 | $10.2B | $594.1M | ||
| Q2 24 | $11.2B | $566.1M | ||
| Q1 24 | $11.5B | $555.0M |
总资产ALBNX
| Q4 25 | $16.4B | — | ||
| Q3 25 | $17.1B | $2.0B | ||
| Q2 25 | $17.3B | $2.3B | ||
| Q1 25 | $17.0B | $2.2B | ||
| Q4 24 | $16.6B | $2.3B | ||
| Q3 24 | $17.5B | $872.5M | ||
| Q2 24 | $18.4B | $837.2M | ||
| Q1 24 | $19.0B | $813.4M |
负债/权益比ALBNX
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.36× | 0.97× | ||
| Q2 25 | 0.35× | 0.75× | ||
| Q1 25 | 0.35× | 0.75× | ||
| Q4 24 | 0.35× | 0.73× | ||
| Q3 24 | 0.35× | 0.09× | ||
| Q2 24 | 0.31× | 0.09× | ||
| Q1 24 | 0.31× | 0.11× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $46.2M |
| 自由现金流率自由现金流/营收 | 16.3% | 9.3% |
| 资本支出强度资本支出/营收 | 10.9% | 2.9% |
| 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 | $27.5M |
8季度趋势，按日历期对齐
经营现金流ALBNX
| Q4 25 | $388.5M | — | ||
| Q3 25 | $355.6M | $60.7M | ||
| Q2 25 | $-7.2M | $28.5M | ||
| Q1 25 | $545.4M | $-12.5M | ||
| Q4 24 | $674.0K | $5.5M | ||
| Q3 24 | $240.5M | $46.4M | ||
| Q2 24 | $362.9M | $33.1M | ||
| Q1 24 | $98.0M | $3.9M |
自由现金流ALBNX
| Q4 25 | $233.1M | — | ||
| Q3 25 | $223.4M | $46.2M | ||
| Q2 25 | $-126.8M | $13.6M | ||
| Q1 25 | $362.8M | $-24.1M | ||
| Q4 24 | $-355.1M | $-8.2M | ||
| Q3 24 | $-62.6M | $40.1M | ||
| Q2 24 | $-84.7M | $25.5M | ||
| Q1 24 | $-481.4M | $-5.7M |
自由现金流率ALBNX
| Q4 25 | 16.3% | — | ||
| Q3 25 | 17.1% | 9.3% | ||
| Q2 25 | -9.5% | 3.0% | ||
| Q1 25 | 33.7% | -6.0% | ||
| Q4 24 | -28.8% | -1.7% | ||
| Q3 24 | -4.6% | 14.3% | ||
| Q2 24 | -5.9% | 9.6% | ||
| Q1 24 | -35.4% | -2.4% |
资本支出强度ALBNX
| Q4 25 | 10.9% | — | ||
| Q3 25 | 10.1% | 2.9% | ||
| Q2 25 | 9.0% | 3.3% | ||
| Q1 25 | 17.0% | 2.9% | ||
| Q4 24 | 28.9% | 2.8% | ||
| Q3 24 | 22.4% | 2.2% | ||
| Q2 24 | 31.3% | 2.9% | ||
| Q1 24 | 42.6% | 4.0% |
现金转化率ALBNX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.31× | 1.39× | ||
| Q1 25 | 13.19× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | — | 2.15× | ||
| Q1 24 | 40.01× | 0.62× |
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% |
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |
