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A.O.史密斯（AOS）与Mirion Technologies, Inc.（MIR）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Mirion Technologies, Inc.的3.3倍（$912.5M vs $277.4M）。A.O.史密斯净利率更高（13.7% vs 6.2%，领先7.5%）。Mirion Technologies, Inc.同比增速更快（9.1% vs 0.0%）。A.O.史密斯自由现金流更多（$165.5M vs $63.2M）。过去两年Mirion Technologies, Inc.的营收复合增速更高（20.0% vs -3.4%）
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。
Mirion Technologies是全球领先的辐射检测、监测与安全解决方案提供商，核心产品涵盖个人剂量测量系统、辐射成像设备及辐射风险管理软件，服务核电、医疗、国防、工业等多个核心领域，客户遍布北美、欧洲及亚太地区。
AOS vs MIR — 直观对比
营收规模更大
AOS
是对方的3.3倍
$277.4M
营收增速更快
MIR
高出9.1%
0.0%
净利率更高
AOS
高出7.5%
6.2%
自由现金流更多
AOS
多$102.3M
$63.2M
两年增速更快
MIR
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $912.5M | $277.4M |
| 净利润 | $125.4M | $17.3M |
| 毛利率 | 38.4% | 48.8% |
| 营业利润率 | 17.9% | 9.2% |
| 净利率 | 13.7% | 6.2% |
| 营收同比 | 0.0% | 9.1% |
| 净利润同比 | 14.3% | 15.3% |
| 每股收益（稀释后） | $0.89 | $0.07 |
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AOSMIR
| Q4 25 | $912.5M | $277.4M | ||
| Q3 25 | $942.5M | $223.1M | ||
| Q2 25 | $1.0B | $222.9M | ||
| Q1 25 | $963.9M | $202.0M | ||
| Q4 24 | $912.4M | $254.3M | ||
| Q3 24 | $902.6M | $206.8M | ||
| Q2 24 | $1.0B | $207.1M | ||
| Q1 24 | $978.8M | $192.6M |
净利润AOSMIR
| Q4 25 | $125.4M | $17.3M | ||
| Q3 25 | $132.0M | $2.9M | ||
| Q2 25 | $152.2M | $8.3M | ||
| Q1 25 | $136.6M | $300.0K | ||
| Q4 24 | $109.7M | $15.0M | ||
| Q3 24 | $120.1M | $-13.6M | ||
| Q2 24 | $156.2M | $-11.7M | ||
| Q1 24 | $147.6M | $-25.8M |
毛利率AOSMIR
| Q4 25 | 38.4% | 48.8% | ||
| Q3 25 | 38.7% | 46.8% | ||
| Q2 25 | 39.3% | 46.0% | ||
| Q1 25 | 38.9% | 47.6% | ||
| Q4 24 | 37.1% | 48.1% | ||
| Q3 24 | 37.4% | 44.9% | ||
| Q2 24 | 38.7% | 47.0% | ||
| Q1 24 | 39.3% | 45.2% |
营业利润率AOSMIR
| Q4 25 | 17.9% | 9.2% | ||
| Q3 25 | 18.6% | 3.3% | ||
| Q2 25 | 20.4% | 4.4% | ||
| Q1 25 | 19.1% | 4.3% | ||
| Q4 24 | 10.1% | 11.4% | ||
| Q3 24 | 19.5% | -0.8% | ||
| Q2 24 | 21.9% | 1.1% | ||
| Q1 24 | 22.0% | -2.5% |
净利率AOSMIR
| Q4 25 | 13.7% | 6.2% | ||
| Q3 25 | 14.0% | 1.3% | ||
| Q2 25 | 15.0% | 3.7% | ||
| Q1 25 | 14.2% | 0.1% | ||
| Q4 24 | 12.0% | 5.9% | ||
| Q3 24 | 13.3% | -6.6% | ||
| Q2 24 | 15.2% | -5.6% | ||
| Q1 24 | 15.1% | -13.4% |
每股收益（稀释后）AOSMIR
| Q4 25 | $0.89 | $0.07 | ||
| Q3 25 | $0.94 | $0.01 | ||
| Q2 25 | $1.07 | $0.03 | ||
| Q1 25 | $0.95 | $0.00 | ||
| Q4 24 | $0.75 | $0.08 | ||
| Q3 24 | $0.82 | $-0.07 | ||
| Q2 24 | $1.06 | $-0.06 | ||
| Q1 24 | $1.00 | $-0.13 |
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 | $193.2M | $412.3M |
| 总债务越低越好 | $155.0M | — |
| 股东权益账面价值 | $1.9B | $1.9B |
| 总资产 | $3.1B | $3.6B |
| 负债/权益比越低杠杆越低 | 0.08× | — |
8季度趋势，按日历期对齐
现金及短期投资AOSMIR
| Q4 25 | $193.2M | $412.3M | ||
| Q3 25 | $172.8M | $933.2M | ||
| Q2 25 | $177.9M | $262.6M | ||
| Q1 25 | $200.2M | $185.8M | ||
| Q4 24 | $276.1M | $175.2M | ||
| Q3 24 | $255.6M | $133.3M | ||
| Q2 24 | $233.3M | $122.2M | ||
| Q1 24 | $303.1M | $120.2M |
总债务AOSMIR
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | $444.8M | ||
| Q2 25 | — | $444.9M | ||
| Q1 25 | — | $686.6M | ||
| Q4 24 | $193.2M | $686.4M | ||
| Q3 24 | — | $685.1M | ||
| Q2 24 | — | $684.1M | ||
| Q1 24 | — | $685.5M |
股东权益AOSMIR
| Q4 25 | $1.9B | $1.9B | ||
| Q3 25 | $1.8B | $1.8B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $1.9B | $1.5B | ||
| Q3 24 | $1.9B | $1.5B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.9B | $1.5B |
总资产AOSMIR
| Q4 25 | $3.1B | $3.6B | ||
| Q3 25 | $3.2B | $3.5B | ||
| Q2 25 | $3.2B | $2.7B | ||
| Q1 25 | $3.3B | $2.6B | ||
| Q4 24 | $3.2B | $2.6B | ||
| Q3 24 | $3.2B | $2.7B | ||
| Q2 24 | $3.2B | $2.6B | ||
| Q1 24 | $3.2B | $2.6B |
负债/权益比AOSMIR
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | 0.10× | 0.46× | ||
| Q3 24 | — | 0.45× | ||
| Q2 24 | — | 0.45× | ||
| Q1 24 | — | 0.47× |
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 | $183.1M | $73.0M |
| 自由现金流经营现金流 - 资本支出 | $165.5M | $63.2M |
| 自由现金流率自由现金流/营收 | 18.1% | 22.8% |
| 资本支出强度资本支出/营收 | 1.9% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.46× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $546.0M | $106.9M |
8季度趋势，按日历期对齐
经营现金流AOSMIR
| Q4 25 | $183.1M | $73.0M | ||
| Q3 25 | $255.4M | $22.3M | ||
| Q2 25 | $139.6M | $12.4M | ||
| Q1 25 | $38.7M | $35.6M | ||
| Q4 24 | $221.9M | $60.8M | ||
| Q3 24 | $195.9M | $17.1M | ||
| Q2 24 | $57.4M | $15.2M | ||
| Q1 24 | $106.6M | $6.0M |
自由现金流AOSMIR
| Q4 25 | $165.5M | $63.2M | ||
| Q3 25 | $240.6M | $13.0M | ||
| Q2 25 | $122.5M | $3.6M | ||
| Q1 25 | $17.4M | $27.1M | ||
| Q4 24 | $191.3M | $49.1M | ||
| Q3 24 | $163.4M | $3.9M | ||
| Q2 24 | $34.5M | $4.1M | ||
| Q1 24 | $84.6M | $-6.8M |
自由现金流率AOSMIR
| Q4 25 | 18.1% | 22.8% | ||
| Q3 25 | 25.5% | 5.8% | ||
| Q2 25 | 12.1% | 1.6% | ||
| Q1 25 | 1.8% | 13.4% | ||
| Q4 24 | 21.0% | 19.3% | ||
| Q3 24 | 18.1% | 1.9% | ||
| Q2 24 | 3.4% | 2.0% | ||
| Q1 24 | 8.6% | -3.5% |
资本支出强度AOSMIR
| Q4 25 | 1.9% | 3.5% | ||
| Q3 25 | 1.6% | 4.2% | ||
| Q2 25 | 1.7% | 3.9% | ||
| Q1 25 | 2.2% | 4.2% | ||
| Q4 24 | 3.4% | 4.6% | ||
| Q3 24 | 3.6% | 6.4% | ||
| Q2 24 | 2.2% | 5.4% | ||
| Q1 24 | 2.2% | 6.6% |
现金转化率AOSMIR
| Q4 25 | 1.46× | 4.22× | ||
| Q3 25 | 1.93× | 7.69× | ||
| Q2 25 | 0.92× | 1.49× | ||
| Q1 25 | 0.28× | 118.67× | ||
| Q4 24 | 2.02× | 4.05× | ||
| Q3 24 | 1.63× | — | ||
| Q2 24 | 0.37× | — | ||
| Q1 24 | 0.72× | — |
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
AOS
| North America Segment | $713.7M | 78% |
| Rest Of World | $158.3M | 17% |
| Other | $40.5M | 4% |
MIR
| Transferred Over Time | $96.6M | 35% |
| Services | $65.0M | 23% |
| Cancer Care | $61.8M | 22% |
| Labs And Research | $34.0M | 12% |
| Other Care | $20.7M | 7% |
