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空气化工产品公司（APD）与MINERALS TECHNOLOGIES INC（MTX）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MINERALS TECHNOLOGIES INC的6.0倍（$3.1B vs $519.5M）。空气化工产品公司净利率更高（21.9% vs 7.2%，领先14.7%）。空气化工产品公司同比增速更快（5.8% vs 0.3%）。MINERALS TECHNOLOGIES INC自由现金流更多（$31.9M 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 -1.4%）
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。
康帕斯矿产国际是一家美国上市企业，作为领先的矿产生产商，主营盐、氯化镁、硫酸钾等产品，总部位于堪萨斯州欧弗兰帕克。公司为北美和英国客户提供经过处理及未经处理的散装道路除冰盐，同时为全球种植者提供植物营养产品，还生产民用除冰、水质调节类产品以及面向民用和商业场景的相关矿产品。
APD vs MTX — 直观对比
营收规模更大
APD
是对方的6.0倍
$519.5M
营收增速更快
APD
高出5.6%
0.3%
净利率更高
APD
高出14.7%
7.2%
自由现金流更多
MTX
多$382.4M
$-350.5M
两年增速更快
APD
近两年复合增速
-1.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $519.5M |
| 净利润 | $678.2M | $37.2M |
| 毛利率 | 32.1% | 24.0% |
| 营业利润率 | 23.7% | 11.9% |
| 净利率 | 21.9% | 7.2% |
| 营收同比 | 5.8% | 0.3% |
| 净利润同比 | 9.8% | -31.1% |
| 每股收益（稀释后） | $3.04 | $1.11 |
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APDMTX
| Q4 25 | $3.1B | $519.5M | ||
| Q3 25 | $3.2B | $532.4M | ||
| Q2 25 | $3.0B | $528.9M | ||
| Q1 25 | $2.9B | $491.8M | ||
| Q4 24 | $2.9B | $518.1M | ||
| Q3 24 | $3.2B | $524.7M | ||
| Q2 24 | $3.0B | $541.2M | ||
| Q1 24 | $2.9B | $534.5M |
净利润APDMTX
| Q4 25 | $678.2M | $37.2M | ||
| Q3 25 | $4.9M | $43.0M | ||
| Q2 25 | $713.8M | $45.4M | ||
| Q1 25 | $-1.7B | $-144.0M | ||
| Q4 24 | $617.4M | $54.0M | ||
| Q3 24 | $1.9B | $46.7M | ||
| Q2 24 | $696.6M | $19.7M | ||
| Q1 24 | $572.4M | $46.7M |
毛利率APDMTX
| Q4 25 | 32.1% | 24.0% | ||
| Q3 25 | 32.3% | 25.7% | ||
| Q2 25 | 32.5% | 25.9% | ||
| Q1 25 | 29.6% | 24.3% | ||
| Q4 24 | 31.2% | 25.6% | ||
| Q3 24 | 34.0% | 25.8% | ||
| Q2 24 | 32.8% | 26.6% | ||
| Q1 24 | 32.0% | 25.4% |
营业利润率APDMTX
| Q4 25 | 23.7% | 11.9% | ||
| Q3 25 | 0.5% | 13.3% | ||
| Q2 25 | 26.2% | 14.1% | ||
| Q1 25 | -79.8% | -32.6% | ||
| Q4 24 | 22.0% | 16.2% | ||
| Q3 24 | 76.1% | 14.6% | ||
| Q2 24 | 24.7% | 9.3% | ||
| Q1 24 | 21.7% | 14.1% |
净利率APDMTX
| Q4 25 | 21.9% | 7.2% | ||
| Q3 25 | 0.2% | 8.1% | ||
| Q2 25 | 23.6% | 8.6% | ||
| Q1 25 | -59.3% | -29.3% | ||
| Q4 24 | 21.1% | 10.4% | ||
| Q3 24 | 61.2% | 8.9% | ||
| Q2 24 | 23.3% | 3.6% | ||
| Q1 24 | 19.5% | 8.7% |
每股收益（稀释后）APDMTX
| Q4 25 | $3.04 | $1.11 | ||
| Q3 25 | $0.03 | $1.37 | ||
| Q2 25 | $3.20 | $1.44 | ||
| Q1 25 | $-7.77 | $-4.51 | ||
| Q4 24 | $2.77 | $1.67 | ||
| Q3 24 | $8.75 | $1.45 | ||
| Q2 24 | $3.13 | $0.61 | ||
| Q1 24 | $2.57 | $1.44 |
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 | $332.6M |
| 总债务越低越好 | — | $961.3M |
| 股东权益账面价值 | $15.4B | $1.7B |
| 总资产 | $41.2B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资APDMTX
| Q4 25 | $1.0B | $332.6M | ||
| Q3 25 | $1.9B | $328.3M | ||
| Q2 25 | $2.3B | $319.9M | ||
| Q1 25 | $1.6B | $312.2M | ||
| Q4 24 | $2.0B | $337.1M | ||
| Q3 24 | $3.0B | $324.5M | ||
| Q2 24 | $2.4B | $316.4M | ||
| Q1 24 | $2.6B | $320.1M |
总债务APDMTX
| Q4 25 | — | $961.3M | ||
| Q3 25 | — | $964.3M | ||
| Q2 25 | — | $965.6M | ||
| Q1 25 | — | $966.7M | ||
| Q4 24 | — | $966.1M | ||
| Q3 24 | — | $922.9M | ||
| Q2 24 | — | $922.4M | ||
| Q1 24 | — | $925.8M |
股东权益APDMTX
| Q4 25 | $15.4B | $1.7B | ||
| Q3 25 | $15.0B | $1.7B | ||
| Q2 25 | $15.5B | $1.7B | ||
| Q1 25 | $14.7B | $1.6B | ||
| Q4 24 | $16.7B | $1.7B | ||
| Q3 24 | $17.0B | $1.7B | ||
| Q2 24 | $15.1B | $1.7B | ||
| Q1 24 | $14.9B | $1.7B |
总资产APDMTX
| Q4 25 | $41.2B | $3.5B | ||
| Q3 25 | $41.1B | $3.5B | ||
| Q2 25 | $41.7B | $3.5B | ||
| Q1 25 | $38.9B | $3.4B | ||
| Q4 24 | $40.0B | $3.4B | ||
| Q3 24 | $39.6B | $3.4B | ||
| Q2 24 | $37.0B | $3.3B | ||
| Q1 24 | $35.9B | $3.3B |
负债/权益比APDMTX
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.58× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.56× |
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 | $64.3M |
| 自由现金流经营现金流 - 资本支出 | $-350.5M | $31.9M |
| 自由现金流率自由现金流/营收 | -11.3% | 6.1% |
| 资本支出强度资本支出/营收 | 40.3% | 6.2% |
| 现金转化率经营现金流/净利润 | 1.33× | 1.73× |
| 过去12个月自由现金流最近4个季度 | — | $86.6M |
8季度趋势，按日历期对齐
经营现金流APDMTX
| Q4 25 | $900.7M | $64.3M | ||
| Q3 25 | — | $70.9M | ||
| Q2 25 | $855.8M | $62.9M | ||
| Q1 25 | $328.1M | $-4.4M | ||
| Q4 24 | $811.7M | $70.4M | ||
| Q3 24 | — | $60.0M | ||
| Q2 24 | $1.3B | $50.1M | ||
| Q1 24 | $801.7M | $55.9M |
自由现金流APDMTX
| Q4 25 | $-350.5M | $31.9M | ||
| Q3 25 | — | $43.6M | ||
| Q2 25 | $-640.0M | $33.8M | ||
| Q1 25 | $-1.6B | $-22.7M | ||
| Q4 24 | $-1.3B | $42.3M | ||
| Q3 24 | — | $35.3M | ||
| Q2 24 | $-345.2M | $29.9M | ||
| Q1 24 | $-867.7M | $39.4M |
自由现金流率APDMTX
| Q4 25 | -11.3% | 6.1% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | -21.2% | 6.4% | ||
| Q1 25 | -53.6% | -4.6% | ||
| Q4 24 | -44.5% | 8.2% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | -11.6% | 5.5% | ||
| Q1 24 | -29.6% | 7.4% |
资本支出强度APDMTX
| Q4 25 | 40.3% | 6.2% | ||
| Q3 25 | 47.9% | 5.1% | ||
| Q2 25 | 49.5% | 5.5% | ||
| Q1 25 | 64.9% | 3.7% | ||
| Q4 24 | 72.2% | 5.4% | ||
| Q3 24 | 65.1% | 4.7% | ||
| Q2 24 | 53.8% | 3.7% | ||
| Q1 24 | 57.0% | 3.1% |
现金转化率APDMTX
| Q4 25 | 1.33× | 1.73× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | 1.20× | 1.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.31× | 1.30× | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | 1.81× | 2.54× | ||
| Q1 24 | 1.40× | 1.20× |
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% |
MTX
| High Temperature Technologies | $178.0M | 34% |
| Specialty Additives | $141.8M | 27% |
| Household And Personal Care | $132.5M | 26% |
| Environmental And Infrastructure | $67.2M | 13% |
