vs
豪瑞（AMRZ）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
豪瑞的季度营收约是Masco的1.9倍（$3.7B vs $1.9B），豪瑞净利率更高（14.8% vs 11.9%，领先2.9%），豪瑞同比增速更快（6.6% vs 6.5%）
豪瑞是总部位于瑞士的全球领先建筑材料及骨料供应商，为豪瑞集团旗下核心业务板块。原公司于2015年7月10日与拉法基合并组建拉法基豪瑞，2021年正式更名为豪瑞集团，合并完成后豪瑞品牌仍在集团内正常运营。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
AMRZ vs MAS — 直观对比
营收规模更大
AMRZ
是对方的1.9倍
$1.9B
营收增速更快
AMRZ
高出0.1%
6.5%
净利率更高
AMRZ
高出2.9%
11.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.7B | $1.9B |
| 净利润 | $545.0M | $228.0M |
| 毛利率 | 29.6% | 35.8% |
| 营业利润率 | 21.2% | 16.5% |
| 净利率 | 14.8% | 11.9% |
| 营收同比 | 6.6% | 6.5% |
| 净利润同比 | -1.4% | 14.5% |
| 每股收益（稀释后） | $0.98 | — |
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AMRZMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $3.7B | $1.9B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.2B | $2.1B |
净利润AMRZMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | — | $165.0M | ||
| Q3 25 | $545.0M | $189.0M | ||
| Q2 25 | $429.0M | $270.0M | ||
| Q1 25 | — | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | $553.0M | $167.0M | ||
| Q2 24 | $474.0M | $258.0M |
毛利率AMRZMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | 29.6% | 34.2% | ||
| Q2 25 | 30.0% | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | 30.2% | 36.6% | ||
| Q2 24 | 30.2% | 37.5% |
营业利润率AMRZMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 21.2% | 15.8% | ||
| Q2 25 | 20.8% | 20.1% | ||
| Q1 25 | — | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 24.5% | 18.0% | ||
| Q2 24 | 23.3% | 19.0% |
净利率AMRZMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | — | 9.2% | ||
| Q3 25 | 14.8% | 9.9% | ||
| Q2 25 | 13.3% | 13.2% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 16.0% | 8.4% | ||
| Q2 24 | 14.6% | 12.3% |
每股收益（稀释后）AMRZMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | $0.98 | $0.90 | ||
| Q2 25 | $0.78 | $1.28 | ||
| Q1 25 | — | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | $1.00 | $0.77 | ||
| Q2 24 | $0.86 | $1.17 |
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 | $826.0M | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $12.9B | $27.0M |
| 总资产 | $24.0B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资AMRZMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $647.0M | ||
| Q3 25 | $826.0M | $559.0M | ||
| Q2 25 | $601.0M | $390.0M | ||
| Q1 25 | — | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | — | $646.0M | ||
| Q2 24 | — | $398.0M |
总债务AMRZMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AMRZMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | — | $-185.0M | ||
| Q3 25 | $12.9B | $-78.0M | ||
| Q2 25 | $12.4B | $-84.0M | ||
| Q1 25 | — | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | $9.8B | $-88.0M | ||
| Q2 24 | $9.3B | $-26.0M |
总资产AMRZMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | $24.0B | $5.3B | ||
| Q2 25 | $23.8B | $5.3B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | — | $5.4B |
负债/权益比AMRZMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $854.0M | — |
| 自由现金流经营现金流 - 资本支出 | $669.0M | — |
| 自由现金流率自由现金流/营收 | 18.2% | — |
| 资本支出强度资本支出/营收 | 5.0% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.57× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMRZMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $418.0M | ||
| Q3 25 | $854.0M | $456.0M | ||
| Q2 25 | — | $306.0M | ||
| Q1 25 | — | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | — | $416.0M | ||
| Q2 24 | — | $346.0M |
自由现金流AMRZMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $371.0M | ||
| Q3 25 | $669.0M | $415.0M | ||
| Q2 25 | — | $270.0M | ||
| Q1 25 | — | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $303.0M |
自由现金流率AMRZMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | 18.2% | 21.6% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 14.5% |
资本支出强度AMRZMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | 5.0% | 2.1% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.1% |
现金转化率AMRZMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.53× | ||
| Q3 25 | 1.57× | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | — | 1.34× |
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
AMRZ
| Building Materials | $2.8B | 75% |
| Building Envelope | $901.0M | 25% |
| Equity Method Investee | $5.0M | 0% |
MAS
暂无分部数据
