vs
A.O.史密斯（AOS）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
A.O.史密斯的季度营收约是富兰克林电气的1.9倍（$945.6M vs $500.4M），A.O.史密斯净利率更高（12.5% vs 6.9%，领先5.5%），富兰克林电气同比增速更快（9.9% vs -2.0%），过去两年A.O.史密斯的营收复合增速更高（-3.9% vs -4.0%）
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
AOS vs FELE — 直观对比
营收规模更大
AOS
是对方的1.9倍
$500.4M
营收增速更快
FELE
高出11.9%
-2.0%
净利率更高
AOS
高出5.5%
6.9%
两年增速更快
AOS
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $945.6M | $500.4M |
| 净利润 | $118.0M | $34.7M |
| 毛利率 | 38.7% | 35.0% |
| 营业利润率 | — | 9.6% |
| 净利率 | 12.5% | 6.9% |
| 营收同比 | -2.0% | 9.9% |
| 净利润同比 | -14.0% | 10.6% |
| 每股收益（稀释后） | $0.85 | $0.77 |
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AOSFELE
| Q1 26 | $945.6M | $500.4M | ||
| Q4 25 | $912.5M | $506.9M | ||
| Q3 25 | $942.5M | $581.7M | ||
| Q2 25 | $1.0B | $587.4M | ||
| Q1 25 | $963.9M | $455.2M | ||
| Q4 24 | $912.4M | $485.7M | ||
| Q3 24 | $902.6M | $531.4M | ||
| Q2 24 | $1.0B | $543.3M |
净利润AOSFELE
| Q1 26 | $118.0M | $34.7M | ||
| Q4 25 | $125.4M | $39.3M | ||
| Q3 25 | $132.0M | $16.7M | ||
| Q2 25 | $152.2M | $60.1M | ||
| Q1 25 | $136.6M | $31.0M | ||
| Q4 24 | $109.7M | $33.7M | ||
| Q3 24 | $120.1M | $54.6M | ||
| Q2 24 | $156.2M | $59.1M |
毛利率AOSFELE
| Q1 26 | 38.7% | 35.0% | ||
| Q4 25 | 38.4% | 33.8% | ||
| Q3 25 | 38.7% | 35.9% | ||
| Q2 25 | 39.3% | 36.1% | ||
| Q1 25 | 38.9% | 36.0% | ||
| Q4 24 | 37.1% | 33.8% | ||
| Q3 24 | 37.4% | 35.7% | ||
| Q2 24 | 38.7% | 36.8% |
营业利润率AOSFELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | 17.9% | 10.2% | ||
| Q3 25 | 18.6% | 14.6% | ||
| Q2 25 | 20.4% | 15.0% | ||
| Q1 25 | 19.1% | 9.7% | ||
| Q4 24 | 10.1% | 8.9% | ||
| Q3 24 | 19.5% | 13.8% | ||
| Q2 24 | 21.9% | 14.6% |
净利率AOSFELE
| Q1 26 | 12.5% | 6.9% | ||
| Q4 25 | 13.7% | 7.7% | ||
| Q3 25 | 14.0% | 2.9% | ||
| Q2 25 | 15.0% | 10.2% | ||
| Q1 25 | 14.2% | 6.8% | ||
| Q4 24 | 12.0% | 6.9% | ||
| Q3 24 | 13.3% | 10.3% | ||
| Q2 24 | 15.2% | 10.9% |
每股收益（稀释后）AOSFELE
| Q1 26 | $0.85 | $0.77 | ||
| Q4 25 | $0.89 | $0.87 | ||
| Q3 25 | $0.94 | $0.37 | ||
| Q2 25 | $1.07 | $1.31 | ||
| Q1 25 | $0.95 | $0.67 | ||
| Q4 24 | $0.75 | $0.73 | ||
| Q3 24 | $0.82 | $1.17 | ||
| Q2 24 | $1.06 | $1.26 |
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 | $185.2M | $80.4M |
| 总债务越低越好 | $574.2M | $134.4M |
| 股东权益账面价值 | $1.9B | $1.3B |
| 总资产 | $3.7B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.31× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资AOSFELE
| Q1 26 | $185.2M | $80.4M | ||
| Q4 25 | $193.2M | $99.7M | ||
| Q3 25 | $172.8M | $102.9M | ||
| Q2 25 | $177.9M | $104.6M | ||
| Q1 25 | $200.2M | $84.0M | ||
| Q4 24 | $276.1M | $220.5M | ||
| Q3 24 | $255.6M | $106.3M | ||
| Q2 24 | $233.3M | $58.1M |
总债务AOSFELE
| Q1 26 | $574.2M | $134.4M | ||
| Q4 25 | $155.0M | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | $193.2M | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益AOSFELE
| Q1 26 | $1.9B | $1.3B | ||
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.9B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.9B | $1.3B | ||
| Q2 24 | $1.9B | $1.2B |
总资产AOSFELE
| Q1 26 | $3.7B | $2.0B | ||
| Q4 25 | $3.1B | $1.9B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $3.3B | $1.9B | ||
| Q4 24 | $3.2B | $1.8B | ||
| Q3 24 | $3.2B | $1.8B | ||
| Q2 24 | $3.2B | $1.8B |
负债/权益比AOSFELE
| Q1 26 | 0.31× | 0.10× | ||
| Q4 25 | 0.08× | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | 0.10× | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
