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雅保（ALB）与赛莱默（XYL）财务数据对比。点击上方公司名可切换其他公司
赛莱默的季度营收约是雅保的1.5倍（$2.1B vs $1.4B），赛莱默净利率更高（8.9% vs -29.0%，领先37.9%），雅保同比增速更快（15.9% vs 2.7%），过去两年雅保的营收复合增速更高（2.4% vs -1.0%）
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。
该文本为植物学对木质部的定义说明，并非赛莱默公司（Xylem Inc.）的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业，提供水务基础设施、水环境治理等相关设备与服务。
ALB vs XYL — 直观对比
营收规模更大
XYL
是对方的1.5倍
$1.4B
营收增速更快
ALB
高出13.2%
2.7%
净利率更高
XYL
高出37.9%
-29.0%
两年增速更快
ALB
近两年复合增速
-1.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.1B |
| 净利润 | $-414.2M | $189.0M |
| 毛利率 | 13.9% | 37.8% |
| 营业利润率 | -15.2% | 11.5% |
| 净利率 | -29.0% | 8.9% |
| 营收同比 | 15.9% | 2.7% |
| 净利润同比 | -650.1% | 13.2% |
| 每股收益（稀释后） | $-3.88 | $0.79 |
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ALBXYL
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.3B | $2.3B | ||
| Q2 25 | $1.3B | $2.3B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.2B |
净利润ALBXYL
| Q1 26 | — | $189.0M | ||
| Q4 25 | $-414.2M | $335.0M | ||
| Q3 25 | $-160.7M | $227.0M | ||
| Q2 25 | $22.9M | $226.0M | ||
| Q1 25 | $41.3M | $169.0M | ||
| Q4 24 | $75.3M | $326.0M | ||
| Q3 24 | $-1.1B | $217.0M | ||
| Q2 24 | $-188.2M | $194.0M |
毛利率ALBXYL
| Q1 26 | — | 37.8% | ||
| Q4 25 | 13.9% | 38.9% | ||
| Q3 25 | 9.0% | 38.9% | ||
| Q2 25 | 14.8% | 38.8% | ||
| Q1 25 | 14.5% | 37.1% | ||
| Q4 24 | 11.2% | 38.0% | ||
| Q3 24 | -7.7% | 37.3% | ||
| Q2 24 | -0.7% | 37.8% |
营业利润率ALBXYL
| Q1 26 | — | 11.5% | ||
| Q4 25 | -15.2% | 14.7% | ||
| Q3 25 | -16.6% | 14.7% | ||
| Q2 25 | 3.6% | 13.3% | ||
| Q1 25 | 1.8% | 11.2% | ||
| Q4 24 | 0.4% | 11.8% | ||
| Q3 24 | -81.9% | 13.3% | ||
| Q2 24 | -34.4% | 11.7% |
净利率ALBXYL
| Q1 26 | — | 8.9% | ||
| Q4 25 | -29.0% | 14.0% | ||
| Q3 25 | -12.3% | 10.0% | ||
| Q2 25 | 1.7% | 9.8% | ||
| Q1 25 | 3.8% | 8.2% | ||
| Q4 24 | 6.1% | 14.5% | ||
| Q3 24 | -78.9% | 10.3% | ||
| Q2 24 | -13.2% | 8.9% |
每股收益（稀释后）ALBXYL
| Q1 26 | — | $0.79 | ||
| Q4 25 | $-3.88 | $1.37 | ||
| Q3 25 | $-1.72 | $0.93 | ||
| Q2 25 | $-0.16 | $0.93 | ||
| Q1 25 | $0.00 | $0.69 | ||
| Q4 24 | $0.29 | $1.33 | ||
| Q3 24 | $-9.45 | $0.89 | ||
| Q2 24 | $-1.96 | $0.80 |
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 | — | $808.0M |
| 总债务越低越好 | $3.2B | $1.9B |
| 股东权益账面价值 | $9.5B | $11.0B |
| 总资产 | $16.4B | $17.0B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.18× |
8季度趋势，按日历期对齐
现金及短期投资ALBXYL
| Q1 26 | — | $808.0M | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.7B | $989.0M | ||
| Q2 24 | $1.8B | $815.0M |
总债务ALBXYL
| Q1 26 | — | $1.9B | ||
| Q4 25 | $3.2B | $2.0B | ||
| Q3 25 | $3.6B | $2.0B | ||
| Q2 25 | $3.6B | $2.0B | ||
| Q1 25 | $3.5B | $2.0B | ||
| Q4 24 | $3.5B | $2.0B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.5B | — |
股东权益ALBXYL
| Q1 26 | — | $11.0B | ||
| Q4 25 | $9.5B | $11.5B | ||
| Q3 25 | $10.0B | $11.2B | ||
| Q2 25 | $10.2B | $11.1B | ||
| Q1 25 | $10.0B | $10.8B | ||
| Q4 24 | $10.0B | $10.6B | ||
| Q3 24 | $10.2B | $10.6B | ||
| Q2 24 | $11.2B | $10.3B |
总资产ALBXYL
| Q1 26 | — | $17.0B | ||
| Q4 25 | $16.4B | $17.6B | ||
| Q3 25 | $17.1B | $17.3B | ||
| Q2 25 | $17.3B | $17.2B | ||
| Q1 25 | $17.0B | $16.6B | ||
| Q4 24 | $16.6B | $16.5B | ||
| Q3 24 | $17.5B | $16.0B | ||
| Q2 24 | $18.4B | $15.8B |
负债/权益比ALBXYL
| Q1 26 | — | 0.18× | ||
| Q4 25 | 0.33× | 0.17× | ||
| Q3 25 | 0.36× | 0.18× | ||
| Q2 25 | 0.35× | 0.18× | ||
| Q1 25 | 0.35× | 0.19× | ||
| Q4 24 | 0.35× | 0.19× | ||
| Q3 24 | 0.35× | — | ||
| Q2 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% | 4.2% |
| 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ALBXYL
| Q1 26 | — | — | ||
| Q4 25 | $388.5M | $543.0M | ||
| Q3 25 | $355.6M | $360.0M | ||
| Q2 25 | $-7.2M | $305.0M | ||
| Q1 25 | $545.4M | $33.0M | ||
| Q4 24 | $674.0K | $575.0M | ||
| Q3 24 | $240.5M | $311.0M | ||
| Q2 24 | $362.9M | $288.0M |
自由现金流ALBXYL
| Q1 26 | — | — | ||
| Q4 25 | $233.1M | $460.0M | ||
| Q3 25 | $223.4M | $281.0M | ||
| Q2 25 | $-126.8M | $207.0M | ||
| Q1 25 | $362.8M | $-38.0M | ||
| Q4 24 | $-355.1M | $475.0M | ||
| Q3 24 | $-62.6M | $237.0M | ||
| Q2 24 | $-84.7M | $215.0M |
自由现金流率ALBXYL
| Q1 26 | — | — | ||
| Q4 25 | 16.3% | 19.2% | ||
| Q3 25 | 17.1% | 12.4% | ||
| Q2 25 | -9.5% | 9.0% | ||
| Q1 25 | 33.7% | -1.8% | ||
| Q4 24 | -28.8% | 21.1% | ||
| Q3 24 | -4.6% | 11.3% | ||
| Q2 24 | -5.9% | 9.9% |
资本支出强度ALBXYL
| Q1 26 | — | 4.2% | ||
| Q4 25 | 10.9% | 3.5% | ||
| Q3 25 | 10.1% | 3.5% | ||
| Q2 25 | 9.0% | 4.3% | ||
| Q1 25 | 17.0% | 3.4% | ||
| Q4 24 | 28.9% | 4.4% | ||
| Q3 24 | 22.4% | 3.5% | ||
| Q2 24 | 31.3% | 3.4% |
现金转化率ALBXYL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 1.59× | ||
| Q2 25 | -0.31× | 1.35× | ||
| Q1 25 | 13.19× | 0.20× | ||
| Q4 24 | 0.01× | 1.76× | ||
| Q3 24 | — | 1.43× | ||
| Q2 24 | — | 1.48× |
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% |
XYL
| Revenue from products | $1.8B | 83% |
| Revenue from services | $368.0M | 17% |
