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雅保（ALB）与Champion Homes, Inc.（SKY）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Champion Homes, Inc.的2.2倍（$1.4B vs $656.6M）。Champion Homes, Inc.净利率更高（8.3% vs -29.0%，领先37.3%）。雅保同比增速更快（15.9% vs 1.8%）。雅保自由现金流更多（$233.1M vs $92.9M）。过去两年Champion Homes, Inc.的营收复合增速更高（10.6% 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。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
ALB vs SKY — 直观对比
营收规模更大
ALB
是对方的2.2倍
$656.6M
营收增速更快
ALB
高出14.1%
1.8%
净利率更高
SKY
高出37.3%
-29.0%
自由现金流更多
ALB
多$140.2M
$92.9M
两年增速更快
SKY
近两年复合增速
2.4%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $656.6M |
| 净利润 | $-414.2M | $54.3M |
| 毛利率 | 13.9% | 26.2% |
| 营业利润率 | -15.2% | 9.5% |
| 净利率 | -29.0% | 8.3% |
| 营收同比 | 15.9% | 1.8% |
| 净利润同比 | -650.1% | -11.7% |
| 每股收益（稀释后） | $-3.88 | $0.97 |
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ALBSKY
| Q4 25 | $1.4B | $656.6M | ||
| Q3 25 | $1.3B | $684.4M | ||
| Q2 25 | $1.3B | $701.3M | ||
| Q1 25 | $1.1B | $593.9M | ||
| Q4 24 | $1.2B | $644.9M | ||
| Q3 24 | $1.4B | $616.9M | ||
| Q2 24 | $1.4B | $627.8M | ||
| Q1 24 | $1.4B | $536.4M |
净利润ALBSKY
| Q4 25 | $-414.2M | $54.3M | ||
| Q3 25 | $-160.7M | $58.2M | ||
| Q2 25 | $22.9M | $64.7M | ||
| Q1 25 | $41.3M | $36.3M | ||
| Q4 24 | $75.3M | $61.5M | ||
| Q3 24 | $-1.1B | $54.7M | ||
| Q2 24 | $-188.2M | $45.8M | ||
| Q1 24 | $2.4M | $2.8M |
毛利率ALBSKY
| Q4 25 | 13.9% | 26.2% | ||
| Q3 25 | 9.0% | 27.5% | ||
| Q2 25 | 14.8% | 27.1% | ||
| Q1 25 | 14.5% | 25.7% | ||
| Q4 24 | 11.2% | 28.1% | ||
| Q3 24 | -7.7% | 27.0% | ||
| Q2 24 | -0.7% | 26.2% | ||
| Q1 24 | 2.9% | 18.3% |
营业利润率ALBSKY
| Q4 25 | -15.2% | 9.5% | ||
| Q3 25 | -16.6% | 10.9% | ||
| Q2 25 | 3.6% | 11.2% | ||
| Q1 25 | 1.8% | 7.1% | ||
| Q4 24 | 0.4% | 11.3% | ||
| Q3 24 | -81.9% | 10.8% | ||
| Q2 24 | -34.4% | 8.8% | ||
| Q1 24 | -13.2% | 1.4% |
净利率ALBSKY
| Q4 25 | -29.0% | 8.3% | ||
| Q3 25 | -12.3% | 8.5% | ||
| Q2 25 | 1.7% | 9.2% | ||
| Q1 25 | 3.8% | 6.1% | ||
| Q4 24 | 6.1% | 9.5% | ||
| Q3 24 | -78.9% | 8.9% | ||
| Q2 24 | -13.2% | 7.3% | ||
| Q1 24 | 0.2% | 0.5% |
每股收益（稀释后）ALBSKY
| Q4 25 | $-3.88 | $0.97 | ||
| Q3 25 | $-1.72 | $1.03 | ||
| Q2 25 | $-0.16 | $1.13 | ||
| Q1 25 | $0.00 | $0.63 | ||
| Q4 24 | $0.29 | $1.06 | ||
| Q3 24 | $-9.45 | $0.94 | ||
| Q2 24 | $-1.96 | $0.79 | ||
| Q1 24 | $-0.08 | $0.04 |
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 | — | $659.8M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $9.5B | $1.6B |
| 总资产 | $16.4B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.33× | — |
8季度趋势，按日历期对齐
现金及短期投资ALBSKY
| Q4 25 | — | $659.8M | ||
| Q3 25 | $1.9B | $618.7M | ||
| Q2 25 | $1.8B | $605.3M | ||
| Q1 25 | $1.5B | $610.3M | ||
| Q4 24 | $1.2B | $581.8M | ||
| Q3 24 | $1.7B | $570.2M | ||
| Q2 24 | $1.8B | $548.9M | ||
| Q1 24 | $2.1B | $495.1M |
总债务ALBSKY
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.6B | — | ||
| Q2 25 | $3.6B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.5B | — | ||
| Q1 24 | $3.5B | — |
股东权益ALBSKY
| Q4 25 | $9.5B | $1.6B | ||
| Q3 25 | $10.0B | $1.6B | ||
| Q2 25 | $10.2B | $1.6B | ||
| Q1 25 | $10.0B | $1.5B | ||
| Q4 24 | $10.0B | $1.5B | ||
| Q3 24 | $10.2B | $1.5B | ||
| Q2 24 | $11.2B | $1.5B | ||
| Q1 24 | $11.5B | $1.4B |
总资产ALBSKY
| Q4 25 | $16.4B | $2.1B | ||
| Q3 25 | $17.1B | $2.1B | ||
| Q2 25 | $17.3B | $2.1B | ||
| Q1 25 | $17.0B | $2.1B | ||
| Q4 24 | $16.6B | $2.0B | ||
| Q3 24 | $17.5B | $2.0B | ||
| Q2 24 | $18.4B | $2.0B | ||
| Q1 24 | $19.0B | $1.9B |
负债/权益比ALBSKY
| Q4 25 | 0.33× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.31× | — | ||
| Q1 24 | 0.31× | — |
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 | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $92.9M |
| 自由现金流率自由现金流/营收 | 16.3% | 14.1% |
| 资本支出强度资本支出/营收 | 10.9% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 1.84× |
| 过去12个月自由现金流最近4个季度 | $692.5M | $259.7M |
8季度趋势，按日历期对齐
经营现金流ALBSKY
| Q4 25 | $388.5M | $100.0M | ||
| Q3 25 | $355.6M | $75.9M | ||
| Q2 25 | $-7.2M | $75.3M | ||
| Q1 25 | $545.4M | $46.0M | ||
| Q4 24 | $674.0K | $50.4M | ||
| Q3 24 | $240.5M | $59.8M | ||
| Q2 24 | $362.9M | $84.6M | ||
| Q1 24 | $98.0M | — |
自由现金流ALBSKY
| Q4 25 | $233.1M | $92.9M | ||
| Q3 25 | $223.4M | $67.0M | ||
| Q2 25 | $-126.8M | $66.4M | ||
| Q1 25 | $362.8M | $33.4M | ||
| Q4 24 | $-355.1M | $37.3M | ||
| Q3 24 | $-62.6M | $45.7M | ||
| Q2 24 | $-84.7M | $73.9M | ||
| Q1 24 | $-481.4M | — |
自由现金流率ALBSKY
| Q4 25 | 16.3% | 14.1% | ||
| Q3 25 | 17.1% | 9.8% | ||
| Q2 25 | -9.5% | 9.5% | ||
| Q1 25 | 33.7% | 5.6% | ||
| Q4 24 | -28.8% | 5.8% | ||
| Q3 24 | -4.6% | 7.4% | ||
| Q2 24 | -5.9% | 11.8% | ||
| Q1 24 | -35.4% | — |
资本支出强度ALBSKY
| Q4 25 | 10.9% | 1.1% | ||
| Q3 25 | 10.1% | 1.3% | ||
| Q2 25 | 9.0% | 1.3% | ||
| Q1 25 | 17.0% | 2.1% | ||
| Q4 24 | 28.9% | 2.0% | ||
| Q3 24 | 22.4% | 2.3% | ||
| Q2 24 | 31.3% | 1.7% | ||
| Q1 24 | 42.6% | — |
现金转化率ALBSKY
| Q4 25 | — | 1.84× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | -0.31× | 1.16× | ||
| Q1 25 | 13.19× | 1.27× | ||
| Q4 24 | 0.01× | 0.82× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | — | 1.85× | ||
| Q1 24 | 40.01× | — |
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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
