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雅保（ALB）与SMITH MIDLAND CORP（SMID）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SMITH MIDLAND CORP的61.8倍（$1.4B vs $23.1M）。SMITH MIDLAND CORP净利率更高（9.2% vs -29.0%，领先38.2%）。SMITH MIDLAND CORP同比增速更快（24.7% vs 15.9%）。过去两年SMITH MIDLAND CORP的营收复合增速更高（17.4% 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。
Smith Midland Corp是一家预制混凝土产品专业制造商，核心产品线包括公路安全护栏、隔音墙、建筑预制面板及雨水管理系统，主要服务北美市场，为各类基建、商用、住宅及工业建筑项目提供耐用可持续的建筑解决方案。
ALB vs SMID — 直观对比
营收规模更大
ALB
是对方的61.8倍
$23.1M
营收增速更快
SMID
高出8.8%
15.9%
净利率更高
SMID
高出38.2%
-29.0%
两年增速更快
SMID
近两年复合增速
2.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $23.1M |
| 净利润 | $-414.2M | $2.1M |
| 毛利率 | 13.9% | 57.5% |
| 营业利润率 | -15.2% | 37.8% |
| 净利率 | -29.0% | 9.2% |
| 营收同比 | 15.9% | 24.7% |
| 净利润同比 | -650.1% | 52.5% |
| 每股收益（稀释后） | $-3.88 | $0.41 |
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ALBSMID
| Q4 25 | $1.4B | $23.1M | ||
| Q3 25 | $1.3B | $21.5M | ||
| Q2 25 | $1.3B | $26.2M | ||
| Q1 25 | $1.1B | $22.7M | ||
| Q4 24 | $1.2B | $18.5M | ||
| Q3 24 | $1.4B | $23.6M | ||
| Q2 24 | $1.4B | $19.6M | ||
| Q1 24 | $1.4B | $16.8M |
净利润ALBSMID
| Q4 25 | $-414.2M | $2.1M | ||
| Q3 25 | $-160.7M | $2.9M | ||
| Q2 25 | $22.9M | $4.2M | ||
| Q1 25 | $41.3M | $3.3M | ||
| Q4 24 | $75.3M | $1.4M | ||
| Q3 24 | $-1.1B | $3.1M | ||
| Q2 24 | $-188.2M | $2.0M | ||
| Q1 24 | $2.4M | $1.1M |
毛利率ALBSMID
| Q4 25 | 13.9% | 57.5% | ||
| Q3 25 | 9.0% | 26.8% | ||
| Q2 25 | 14.8% | 0.0% | ||
| Q1 25 | 14.5% | 30.7% | ||
| Q4 24 | 11.2% | 51.4% | ||
| Q3 24 | -7.7% | 27.9% | ||
| Q2 24 | -0.7% | 0.0% | ||
| Q1 24 | 2.9% | 23.3% |
营业利润率ALBSMID
| Q4 25 | -15.2% | 37.8% | ||
| Q3 25 | -16.6% | 18.0% | ||
| Q2 25 | 3.6% | 0.0% | ||
| Q1 25 | 1.8% | 19.3% | ||
| Q4 24 | 0.4% | 24.5% | ||
| Q3 24 | -81.9% | 16.3% | ||
| Q2 24 | -34.4% | 0.0% | ||
| Q1 24 | -13.2% | 9.0% |
净利率ALBSMID
| Q4 25 | -29.0% | 9.2% | ||
| Q3 25 | -12.3% | 13.4% | ||
| Q2 25 | 1.7% | 15.9% | ||
| Q1 25 | 3.8% | 14.7% | ||
| Q4 24 | 6.1% | 7.5% | ||
| Q3 24 | -78.9% | 13.4% | ||
| Q2 24 | -13.2% | 10.1% | ||
| Q1 24 | 0.2% | 6.8% |
每股收益（稀释后）ALBSMID
| Q4 25 | $-3.88 | $0.41 | ||
| Q3 25 | $-1.72 | $0.54 | ||
| Q2 25 | $-0.16 | $0.79 | ||
| Q1 25 | $0.00 | $0.62 | ||
| Q4 24 | $0.29 | $0.28 | ||
| Q3 24 | $-9.45 | $0.59 | ||
| Q2 24 | $-1.96 | $0.37 | ||
| Q1 24 | $-0.08 | $0.21 |
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 | — |
| 股东权益账面价值 | $9.5B | $54.3M |
| 总资产 | $16.4B | $87.7M |
| 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ALBSMID
| 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ALBSMID
| 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ALBSMID
| Q4 25 | $9.5B | $54.3M | ||
| Q3 25 | $10.0B | $52.1M | ||
| Q2 25 | $10.2B | $49.2M | ||
| Q1 25 | $10.0B | $45.1M | ||
| Q4 24 | $10.0B | $41.7M | ||
| Q3 24 | $10.2B | $40.3M | ||
| Q2 24 | $11.2B | $37.2M | ||
| Q1 24 | $11.5B | $35.3M |
总资产ALBSMID
| Q4 25 | $16.4B | $87.7M | ||
| Q3 25 | $17.1B | $85.4M | ||
| Q2 25 | $17.3B | $81.2K | ||
| Q1 25 | $17.0B | $74.7M | ||
| Q4 24 | $16.6B | $68.0M | ||
| Q3 24 | $17.5B | $66.6M | ||
| Q2 24 | $18.4B | $64.0M | ||
| Q1 24 | $19.0B | $64.9M |
负债/权益比ALBSMID
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $233.1M | — |
| 自由现金流率自由现金流/营收 | 16.3% | — |
| 资本支出强度资本支出/营收 | 10.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流ALBSMID
| Q4 25 | $388.5M | — | ||
| Q3 25 | $355.6M | $11.7M | ||
| Q2 25 | $-7.2M | — | ||
| Q1 25 | $545.4M | $2.2M | ||
| Q4 24 | $674.0K | $-645.0K | ||
| Q3 24 | $240.5M | $3.9M | ||
| Q2 24 | $362.9M | $2.7M | ||
| Q1 24 | $98.0M | $-777.0K |
自由现金流ALBSMID
| Q4 25 | $233.1M | — | ||
| Q3 25 | $223.4M | $6.3M | ||
| Q2 25 | $-126.8M | — | ||
| Q1 25 | $362.8M | $1.6M | ||
| Q4 24 | $-355.1M | $-1.3M | ||
| Q3 24 | $-62.6M | $1.8M | ||
| Q2 24 | $-84.7M | $998.0K | ||
| Q1 24 | $-481.4M | $-2.6M |
自由现金流率ALBSMID
| Q4 25 | 16.3% | — | ||
| Q3 25 | 17.1% | 29.5% | ||
| Q2 25 | -9.5% | — | ||
| Q1 25 | 33.7% | 7.1% | ||
| Q4 24 | -28.8% | -7.0% | ||
| Q3 24 | -4.6% | 7.8% | ||
| Q2 24 | -5.9% | 5.1% | ||
| Q1 24 | -35.4% | -15.3% |
资本支出强度ALBSMID
| Q4 25 | 10.9% | — | ||
| Q3 25 | 10.1% | 25.1% | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 17.0% | 2.6% | ||
| Q4 24 | 28.9% | 3.6% | ||
| Q3 24 | 22.4% | 8.6% | ||
| Q2 24 | 31.3% | 8.7% | ||
| Q1 24 | 42.6% | 10.7% |
现金转化率ALBSMID
| Q4 25 | — | — | ||
| Q3 25 | — | 4.07× | ||
| Q2 25 | -0.31× | — | ||
| Q1 25 | 13.19× | 0.67× | ||
| Q4 24 | 0.01× | -0.46× | ||
| Q3 24 | — | 1.23× | ||
| Q2 24 | — | 1.37× | ||
| Q1 24 | 40.01× | -0.68× |
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% |
SMID
| Product Sales | $13.8M | 60% |
| Service Revenue | $9.3M | 40% |
