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A.O.史密斯（AOS）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是A.O.史密斯的1.8倍（$1.7B vs $945.6M），STIFEL FINANCIAL CORP净利率更高（15.1% vs 12.5%，领先2.6%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs -2.0%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
AOS vs SF — 直观对比
营收规模更大
SF
是对方的1.8倍
$945.6M
营收增速更快
SF
高出19.7%
-2.0%
净利率更高
SF
高出2.6%
12.5%
两年增速更快
SF
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $945.6M | $1.7B |
| 净利润 | $118.0M | $251.4M |
| 毛利率 | 38.7% | — |
| 营业利润率 | — | 30.8% |
| 净利率 | 12.5% | 15.1% |
| 营收同比 | -2.0% | 17.7% |
| 净利润同比 | -14.0% | 374.4% |
| 每股收益（稀释后） | $0.85 | $1.48 |
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AOSSF
| Q1 26 | $945.6M | $1.7B | ||
| Q4 25 | $912.5M | $1.1B | ||
| Q3 25 | $942.5M | $962.6M | ||
| Q2 25 | $1.0B | $838.9M | ||
| Q1 25 | $963.9M | $842.5M | ||
| Q4 24 | $912.4M | $916.0M | ||
| Q3 24 | $902.6M | $810.9M | ||
| Q2 24 | $1.0B | $798.9M |
净利润AOSSF
| Q1 26 | $118.0M | $251.4M | ||
| Q4 25 | $125.4M | $264.4M | ||
| Q3 25 | $132.0M | $211.4M | ||
| Q2 25 | $152.2M | $155.1M | ||
| Q1 25 | $136.6M | $53.0M | ||
| Q4 24 | $109.7M | $244.0M | ||
| Q3 24 | $120.1M | $158.5M | ||
| Q2 24 | $156.2M | $165.3M |
毛利率AOSSF
| Q1 26 | 38.7% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 37.1% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 38.7% | — |
营业利润率AOSSF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 17.9% | 27.3% | ||
| Q3 25 | 18.6% | 29.7% | ||
| Q2 25 | 20.4% | 25.5% | ||
| Q1 25 | 19.1% | 7.5% | ||
| Q4 24 | 10.1% | 29.1% | ||
| Q3 24 | 19.5% | 26.7% | ||
| Q2 24 | 21.9% | 28.4% |
净利率AOSSF
| Q1 26 | 12.5% | 15.1% | ||
| Q4 25 | 13.7% | 23.5% | ||
| Q3 25 | 14.0% | 22.0% | ||
| Q2 25 | 15.0% | 18.5% | ||
| Q1 25 | 14.2% | 6.3% | ||
| Q4 24 | 12.0% | 26.6% | ||
| Q3 24 | 13.3% | 19.5% | ||
| Q2 24 | 15.2% | 20.7% |
每股收益（稀释后）AOSSF
| Q1 26 | $0.85 | $1.48 | ||
| Q4 25 | $0.89 | $2.30 | ||
| Q3 25 | $0.94 | $1.84 | ||
| Q2 25 | $1.07 | $1.34 | ||
| Q1 25 | $0.95 | $0.39 | ||
| Q4 24 | $0.75 | $2.10 | ||
| Q3 24 | $0.82 | $1.34 | ||
| Q2 24 | $1.06 | $1.41 |
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 | — |
| 总债务越低越好 | $574.2M | — |
| 股东权益账面价值 | $1.9B | $332.3M |
| 总资产 | $3.7B | $42.9B |
| 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AOSSF
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.2M | $2.3B | ||
| Q3 25 | $172.8M | $3.2B | ||
| Q2 25 | $177.9M | $1.9B | ||
| Q1 25 | $200.2M | $2.7B | ||
| Q4 24 | $276.1M | $2.6B | ||
| Q3 24 | $255.6M | $1.9B | ||
| Q2 24 | $233.3M | $2.6B |
总债务AOSSF
| Q1 26 | $574.2M | — | ||
| Q4 25 | $155.0M | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | $193.2M | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益AOSSF
| Q1 26 | $1.9B | $332.3M | ||
| Q4 25 | $1.9B | $6.0B | ||
| Q3 25 | $1.8B | $5.8B | ||
| Q2 25 | $1.8B | $5.6B | ||
| Q1 25 | $1.9B | $5.5B | ||
| Q4 24 | $1.9B | $5.7B | ||
| Q3 24 | $1.9B | $5.6B | ||
| Q2 24 | $1.9B | $5.4B |
总资产AOSSF
| Q1 26 | $3.7B | $42.9B | ||
| Q4 25 | $3.1B | $41.3B | ||
| Q3 25 | $3.2B | $41.7B | ||
| Q2 25 | $3.2B | $39.9B | ||
| Q1 25 | $3.3B | $40.4B | ||
| Q4 24 | $3.2B | $39.9B | ||
| Q3 24 | $3.2B | $38.9B | ||
| Q2 24 | $3.2B | $37.8B |
负债/权益比AOSSF
| Q1 26 | 0.31× | — | ||
| Q4 25 | 0.08× | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | 0.10× | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
