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空气化工产品公司(APD)与JELD-WEN Holding, Inc.(JELD)财务数据对比。点击上方公司名可切换其他公司
空气化工产品公司的季度营收约是JELD-WEN Holding, Inc.的3.9倍($3.1B vs $802.0M)。空气化工产品公司净利率更高(21.9% vs -5.2%,领先27.1%)。空气化工产品公司同比增速更快(5.8% vs -10.5%)。JELD-WEN Holding, Inc.自由现金流更多($3.4M vs $-350.5M)。过去两年空气化工产品公司的营收复合增速更高(2.9% vs -8.6%)
空气化工产品公司是全球知名的工业气体供应商,业务覆盖全球各地,主营大气气体、工艺气体、特种气体、相关设备及服务,产品涵盖氧气、氮气、氩气、氢气、氦气、二氧化碳、一氧化碳、合成气等,同时供应空分装置、非低温发生器等气体生产处理设备,服务炼油、化工、气化等多个行业领域。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业,在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件,产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
APD vs JELD — 直观对比
营收规模更大
APD
是对方的3.9倍
$802.0M
营收增速更快
APD
高出16.3%
-10.5%
净利率更高
APD
高出27.1%
-5.2%
自由现金流更多
JELD
多$353.9M
$-350.5M
两年增速更快
APD
近两年复合增速
-8.6%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $802.0M |
| 净利润 | $678.2M | $-41.9M |
| 毛利率 | 32.1% | 14.7% |
| 营业利润率 | 23.7% | -1.8% |
| 净利率 | 21.9% | -5.2% |
| 营收同比 | 5.8% | -10.5% |
| 净利润同比 | 9.8% | 38.7% |
| 每股收益(稀释后) | $3.04 | $-0.50 |
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
APD
JELD
| Q4 25 | $3.1B | $802.0M | ||
| Q3 25 | $3.2B | $809.5M | ||
| Q2 25 | $3.0B | $823.7M | ||
| Q1 25 | $2.9B | $776.0M | ||
| Q4 24 | $2.9B | $895.7M | ||
| Q3 24 | $3.2B | $934.7M | ||
| Q2 24 | $3.0B | $986.0M | ||
| Q1 24 | $2.9B | $959.1M |
净利润
APD
JELD
| Q4 25 | $678.2M | $-41.9M | ||
| Q3 25 | $4.9M | $-367.6M | ||
| Q2 25 | $713.8M | $-21.5M | ||
| Q1 25 | $-1.7B | $-190.1M | ||
| Q4 24 | $617.4M | $-68.4M | ||
| Q3 24 | $1.9B | $-74.4M | ||
| Q2 24 | $696.6M | $-18.5M | ||
| Q1 24 | $572.4M | $-27.7M |
毛利率
APD
JELD
| Q4 25 | 32.1% | 14.7% | ||
| Q3 25 | 32.3% | 17.4% | ||
| Q2 25 | 32.5% | 17.4% | ||
| Q1 25 | 29.6% | 14.4% | ||
| Q4 24 | 31.2% | 16.4% | ||
| Q3 24 | 34.0% | 19.2% | ||
| Q2 24 | 32.8% | 19.3% | ||
| Q1 24 | 32.0% | 18.0% |
营业利润率
APD
JELD
| Q4 25 | 23.7% | -1.8% | ||
| Q3 25 | 0.5% | -25.0% | ||
| Q2 25 | 26.2% | -1.7% | ||
| Q1 25 | -79.8% | -23.8% | ||
| Q4 24 | 22.0% | -5.7% | ||
| Q3 24 | 76.1% | -5.6% | ||
| Q2 24 | 24.7% | 0.5% | ||
| Q1 24 | 21.7% | -2.9% |
净利率
APD
JELD
| Q4 25 | 21.9% | -5.2% | ||
| Q3 25 | 0.2% | -45.4% | ||
| Q2 25 | 23.6% | -2.6% | ||
| Q1 25 | -59.3% | -24.5% | ||
| Q4 24 | 21.1% | -7.6% | ||
| Q3 24 | 61.2% | -8.0% | ||
| Q2 24 | 23.3% | -1.9% | ||
| Q1 24 | 19.5% | -2.9% |
每股收益(稀释后)
APD
JELD
| Q4 25 | $3.04 | $-0.50 | ||
| Q3 25 | $0.03 | $-4.30 | ||
| Q2 25 | $3.20 | $-0.25 | ||
| Q1 25 | $-7.77 | $-2.24 | ||
| Q4 24 | $2.77 | $-0.80 | ||
| Q3 24 | $8.75 | $-0.88 | ||
| Q2 24 | $3.13 | $-0.22 | ||
| Q1 24 | $2.57 | $-0.32 |
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 | $1.0B | $136.1M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $15.4B | $92.2M |
| 总资产 | $41.2B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 12.47× |
8季度趋势,按日历期对齐
现金及短期投资
APD
JELD
| Q4 25 | $1.0B | $136.1M | ||
| Q3 25 | $1.9B | $106.7M | ||
| Q2 25 | $2.3B | $134.1M | ||
| Q1 25 | $1.6B | $132.5M | ||
| Q4 24 | $2.0B | $150.3M | ||
| Q3 24 | $3.0B | $208.5M | ||
| Q2 24 | $2.4B | $212.8M | ||
| Q1 24 | $2.6B | $234.5M |
总债务
APD
JELD
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益
APD
JELD
| Q4 25 | $15.4B | $92.2M | ||
| Q3 25 | $15.0B | $113.9M | ||
| Q2 25 | $15.5B | $477.1M | ||
| Q1 25 | $14.7B | $452.1M | ||
| Q4 24 | $16.7B | $620.1M | ||
| Q3 24 | $17.0B | $720.3M | ||
| Q2 24 | $15.1B | $770.0M | ||
| Q1 24 | $14.9B | $811.5M |
总资产
APD
JELD
| Q4 25 | $41.2B | $2.1B | ||
| Q3 25 | $41.1B | $2.2B | ||
| Q2 25 | $41.7B | $2.5B | ||
| Q1 25 | $38.9B | $2.4B | ||
| Q4 24 | $40.0B | $2.6B | ||
| Q3 24 | $39.6B | $2.8B | ||
| Q2 24 | $37.0B | $2.9B | ||
| Q1 24 | $35.9B | $2.9B |
负债/权益比
APD
JELD
| Q4 25 | — | 12.47× | ||
| Q3 25 | — | 10.14× | ||
| Q2 25 | — | 2.42× | ||
| Q1 25 | — | 2.56× | ||
| Q4 24 | — | 1.86× | ||
| Q3 24 | — | 1.64× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.46× |
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 | $900.7M | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $-350.5M | $3.4M |
| 自由现金流率自由现金流/营收 | -11.3% | 0.4% |
| 资本支出强度资本支出/营收 | 40.3% | 3.7% |
| 现金转化率经营现金流/净利润 | 1.33× | — |
| 过去12个月自由现金流最近4个季度 | — | $-124.6M |
8季度趋势,按日历期对齐
经营现金流
APD
JELD
| Q4 25 | $900.7M | $32.8M | ||
| Q3 25 | — | $11.2M | ||
| Q2 25 | $855.8M | $34.6M | ||
| Q1 25 | $328.1M | $-83.5M | ||
| Q4 24 | $811.7M | $28.2M | ||
| Q3 24 | — | $37.6M | ||
| Q2 24 | $1.3B | $51.4M | ||
| Q1 24 | $801.7M | $-11.0M |
自由现金流
APD
JELD
| Q4 25 | $-350.5M | $3.4M | ||
| Q3 25 | — | $-13.1M | ||
| Q2 25 | $-640.0M | $5.3M | ||
| Q1 25 | $-1.6B | $-120.3M | ||
| Q4 24 | $-1.3B | $-23.9M | ||
| Q3 24 | — | $-4.3M | ||
| Q2 24 | $-345.2M | $14.7M | ||
| Q1 24 | $-867.7M | $-42.2M |
自由现金流率
APD
JELD
| Q4 25 | -11.3% | 0.4% | ||
| Q3 25 | — | -1.6% | ||
| Q2 25 | -21.2% | 0.6% | ||
| Q1 25 | -53.6% | -15.5% | ||
| Q4 24 | -44.5% | -2.7% | ||
| Q3 24 | — | -0.5% | ||
| Q2 24 | -11.6% | 1.5% | ||
| Q1 24 | -29.6% | -4.4% |
资本支出强度
APD
JELD
| Q4 25 | 40.3% | 3.7% | ||
| Q3 25 | 47.9% | 3.0% | ||
| Q2 25 | 49.5% | 3.6% | ||
| Q1 25 | 64.9% | 4.7% | ||
| Q4 24 | 72.2% | 5.8% | ||
| Q3 24 | 65.1% | 4.5% | ||
| Q2 24 | 53.8% | 3.7% | ||
| Q1 24 | 57.0% | 3.3% |
现金转化率
APD
JELD
| Q4 25 | 1.33× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.20× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.81× | — | ||
| Q1 24 | 1.40× | — |
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
APD
| Other | $1.6B | 53% |
| Onsite | $783.9M | 25% |
| Merchant | $557.8M | 18% |
| Saleof Equipment | $117.0M | 4% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |