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A.O.史密斯（AOS）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.3倍（$945.6M vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 12.5%，领先22.2%），Reddit, Inc.同比增速更快（69.7% vs -2.0%），Reddit, Inc.自由现金流更多（$263.6M vs $118.9M），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs -3.9%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
AOS vs RDDT — 直观对比
营收规模更大
AOS
是对方的1.3倍
$725.6M
营收增速更快
RDDT
高出71.7%
-2.0%
净利率更高
RDDT
高出22.2%
12.5%
自由现金流更多
RDDT
多$144.7M
$118.9M
两年增速更快
RDDT
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $945.6M | $725.6M |
| 净利润 | $118.0M | $251.6M |
| 毛利率 | 38.7% | 91.9% |
| 营业利润率 | — | 31.9% |
| 净利率 | 12.5% | 34.7% |
| 营收同比 | -2.0% | 69.7% |
| 净利润同比 | -14.0% | 254.2% |
| 每股收益（稀释后） | $0.85 | $1.24 |
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AOSRDDT
| Q1 26 | $945.6M | — | ||
| Q4 25 | $912.5M | $725.6M | ||
| Q3 25 | $942.5M | $584.9M | ||
| Q2 25 | $1.0B | $499.6M | ||
| Q1 25 | $963.9M | $392.4M | ||
| Q4 24 | $912.4M | $427.7M | ||
| Q3 24 | $902.6M | $348.4M | ||
| Q2 24 | $1.0B | $281.2M |
净利润AOSRDDT
| Q1 26 | $118.0M | — | ||
| Q4 25 | $125.4M | $251.6M | ||
| Q3 25 | $132.0M | $162.7M | ||
| Q2 25 | $152.2M | $89.3M | ||
| Q1 25 | $136.6M | $26.2M | ||
| Q4 24 | $109.7M | $71.0M | ||
| Q3 24 | $120.1M | $29.9M | ||
| Q2 24 | $156.2M | $-10.1M |
毛利率AOSRDDT
| Q1 26 | 38.7% | — | ||
| Q4 25 | 38.4% | 91.9% | ||
| Q3 25 | 38.7% | 91.0% | ||
| Q2 25 | 39.3% | 90.8% | ||
| Q1 25 | 38.9% | 90.5% | ||
| Q4 24 | 37.1% | 92.6% | ||
| Q3 24 | 37.4% | 90.1% | ||
| Q2 24 | 38.7% | 89.5% |
营业利润率AOSRDDT
| Q1 26 | — | — | ||
| Q4 25 | 17.9% | 31.9% | ||
| Q3 25 | 18.6% | 23.7% | ||
| Q2 25 | 20.4% | 13.6% | ||
| Q1 25 | 19.1% | 1.0% | ||
| Q4 24 | 10.1% | 12.4% | ||
| Q3 24 | 19.5% | 2.0% | ||
| Q2 24 | 21.9% | -11.0% |
净利率AOSRDDT
| Q1 26 | 12.5% | — | ||
| Q4 25 | 13.7% | 34.7% | ||
| Q3 25 | 14.0% | 27.8% | ||
| Q2 25 | 15.0% | 17.9% | ||
| Q1 25 | 14.2% | 6.7% | ||
| Q4 24 | 12.0% | 16.6% | ||
| Q3 24 | 13.3% | 8.6% | ||
| Q2 24 | 15.2% | -3.6% |
每股收益（稀释后）AOSRDDT
| Q1 26 | $0.85 | — | ||
| Q4 25 | $0.89 | $1.24 | ||
| Q3 25 | $0.94 | $0.80 | ||
| Q2 25 | $1.07 | $0.45 | ||
| Q1 25 | $0.95 | $0.13 | ||
| Q4 24 | $0.75 | $4.76 | ||
| Q3 24 | $0.82 | $0.16 | ||
| Q2 24 | $1.06 | $-0.06 |
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 | $953.6M |
| 总债务越低越好 | $574.2M | — |
| 股东权益账面价值 | $1.9B | $2.9B |
| 总资产 | $3.7B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势，按日历期对齐
现金及短期投资AOSRDDT
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.2M | $953.6M | ||
| Q3 25 | $172.8M | $911.7M | ||
| Q2 25 | $177.9M | $734.1M | ||
| Q1 25 | $200.2M | $635.7M | ||
| Q4 24 | $276.1M | $562.1M | ||
| Q3 24 | $255.6M | $515.9M | ||
| Q2 24 | $233.3M | $468.0M |
总债务AOSRDDT
| Q1 26 | $574.2M | — | ||
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AOSRDDT
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $2.9B | ||
| Q3 25 | $1.8B | $2.6B | ||
| Q2 25 | $1.8B | $2.4B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $2.1B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B |
总资产AOSRDDT
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.1B | $3.2B | ||
| Q3 25 | $3.2B | $2.9B | ||
| Q2 25 | $3.2B | $2.6B | ||
| Q1 25 | $3.3B | $2.4B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $3.2B | $2.2B | ||
| Q2 24 | $3.2B | $2.1B |
负债/权益比AOSRDDT
| Q1 26 | 0.31× | — | ||
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| 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 | — | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $118.9M | $263.6M |
| 自由现金流率自由现金流/营收 | 12.6% | 36.3% |
| 资本支出强度资本支出/营收 | 1.1% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.06× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $684.2M |
8季度趋势，按日历期对齐
经营现金流AOSRDDT
| Q1 26 | — | — | ||
| Q4 25 | $183.1M | $266.8M | ||
| Q3 25 | $255.4M | $185.2M | ||
| Q2 25 | $139.6M | $111.3M | ||
| Q1 25 | $38.7M | $127.6M | ||
| Q4 24 | $221.9M | $90.0M | ||
| Q3 24 | $195.9M | $71.6M | ||
| Q2 24 | $57.4M | $28.4M |
自由现金流AOSRDDT
| Q1 26 | $118.9M | — | ||
| Q4 25 | $165.5M | $263.6M | ||
| Q3 25 | $240.6M | $183.1M | ||
| Q2 25 | $122.5M | $110.8M | ||
| Q1 25 | $17.4M | $126.6M | ||
| Q4 24 | $191.3M | $89.2M | ||
| Q3 24 | $163.4M | $70.3M | ||
| Q2 24 | $34.5M | $27.2M |
自由现金流率AOSRDDT
| Q1 26 | 12.6% | — | ||
| Q4 25 | 18.1% | 36.3% | ||
| Q3 25 | 25.5% | 31.3% | ||
| Q2 25 | 12.1% | 22.2% | ||
| Q1 25 | 1.8% | 32.3% | ||
| Q4 24 | 21.0% | 20.8% | ||
| Q3 24 | 18.1% | 20.2% | ||
| Q2 24 | 3.4% | 9.7% |
资本支出强度AOSRDDT
| Q1 26 | 1.1% | — | ||
| Q4 25 | 1.9% | 0.4% | ||
| Q3 25 | 1.6% | 0.4% | ||
| Q2 25 | 1.7% | 0.1% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 3.4% | 0.2% | ||
| Q3 24 | 3.6% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% |
现金转化率AOSRDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.46× | 1.06× | ||
| Q3 25 | 1.93× | 1.14× | ||
| Q2 25 | 0.92× | 1.25× | ||
| Q1 25 | 0.28× | 4.88× | ||
| Q4 24 | 2.02× | 1.27× | ||
| Q3 24 | 1.63× | 2.40× | ||
| Q2 24 | 0.37× | — |
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
暂无分部数据
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
