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空气化工产品公司(APD)与Quanex Building Products CORP(NX)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Quanex Building Products CORP的6.3倍($3.1B vs $495.3M)。空气化工产品公司净利率更高(21.9% vs -55.7%,领先77.6%)。Quanex Building Products CORP同比增速更快(76.7% vs 5.8%)。Quanex Building Products CORP自由现金流更多($46.2M vs $-350.5M)。过去两年Quanex Building Products CORP的营收复合增速更高(29.5% vs 2.9%)
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。
Quanex Building Products是一家工程建筑组件及材料制造商,核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件,服务北美、欧洲的住宅及商业建筑市场,主打节能可持续的建筑解决方案。
APD vs NX — 直观对比
营收规模更大
APD
是对方的6.3倍
$495.3M
营收增速更快
NX
高出70.8%
5.8%
净利率更高
APD
高出77.6%
-55.7%
自由现金流更多
NX
多$396.7M
$-350.5M
两年增速更快
NX
近两年复合增速
2.9%
损益表 — Q1 2026 vs Q3 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.1B | $495.3M |
| 净利润 | $678.2M | $-276.0M |
| 毛利率 | 32.1% | 27.9% |
| 营业利润率 | 23.7% | -54.7% |
| 净利率 | 21.9% | -55.7% |
| 营收同比 | 5.8% | 76.7% |
| 净利润同比 | 9.8% | -1188.8% |
| 每股收益(稀释后) | $3.04 | $-6.04 |
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
NX
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.2B | $495.3M | ||
| Q2 25 | $3.0B | $452.5M | ||
| Q1 25 | $2.9B | $400.0M | ||
| Q4 24 | $2.9B | $492.2M | ||
| Q3 24 | $3.2B | $280.3M | ||
| Q2 24 | $3.0B | $266.2M | ||
| Q1 24 | $2.9B | $239.2M |
净利润
APD
NX
| Q4 25 | $678.2M | — | ||
| Q3 25 | $4.9M | $-276.0M | ||
| Q2 25 | $713.8M | $20.5M | ||
| Q1 25 | $-1.7B | $-14.9M | ||
| Q4 24 | $617.4M | $-13.9M | ||
| Q3 24 | $1.9B | $25.4M | ||
| Q2 24 | $696.6M | $15.4M | ||
| Q1 24 | $572.4M | $6.2M |
毛利率
APD
NX
| Q4 25 | 32.1% | — | ||
| Q3 25 | 32.3% | 27.9% | ||
| Q2 25 | 32.5% | 29.0% | ||
| Q1 25 | 29.6% | 23.1% | ||
| Q4 24 | 31.2% | — | ||
| Q3 24 | 34.0% | 25.3% | ||
| Q2 24 | 32.8% | 24.9% | ||
| Q1 24 | 32.0% | 21.5% |
营业利润率
APD
NX
| Q4 25 | 23.7% | — | ||
| Q3 25 | 0.5% | -54.7% | ||
| Q2 25 | 26.2% | 9.0% | ||
| Q1 25 | -79.8% | -1.7% | ||
| Q4 24 | 22.0% | 0.6% | ||
| Q3 24 | 76.1% | 8.4% | ||
| Q2 24 | 24.7% | 7.8% | ||
| Q1 24 | 21.7% | 3.3% |
净利率
APD
NX
| Q4 25 | 21.9% | — | ||
| Q3 25 | 0.2% | -55.7% | ||
| Q2 25 | 23.6% | 4.5% | ||
| Q1 25 | -59.3% | -3.7% | ||
| Q4 24 | 21.1% | -2.8% | ||
| Q3 24 | 61.2% | 9.0% | ||
| Q2 24 | 23.3% | 5.8% | ||
| Q1 24 | 19.5% | 2.6% |
每股收益(稀释后)
APD
NX
| Q4 25 | $3.04 | — | ||
| Q3 25 | $0.03 | $-6.04 | ||
| Q2 25 | $3.20 | $0.44 | ||
| Q1 25 | $-7.77 | $-0.32 | ||
| Q4 24 | $2.77 | $-0.52 | ||
| Q3 24 | $8.75 | $0.77 | ||
| Q2 24 | $3.13 | $0.46 | ||
| Q1 24 | $2.57 | $0.19 |
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 | $66.3M |
| 总债务越低越好 | — | $695.6M |
| 股东权益账面价值 | $15.4B | $717.4M |
| 总资产 | $41.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
APD
NX
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.9B | $66.3M | ||
| Q2 25 | $2.3B | $62.6M | ||
| Q1 25 | $1.6B | $50.0M | ||
| Q4 24 | $2.0B | $97.7M | ||
| Q3 24 | $3.0B | $94.0M | ||
| Q2 24 | $2.4B | $56.1M | ||
| Q1 24 | $2.6B | $44.4M |
总债务
APD
NX
| Q4 25 | — | — | ||
| Q3 25 | — | $695.6M | ||
| Q2 25 | — | $746.4M | ||
| Q1 25 | — | $725.2M | ||
| Q4 24 | — | $737.2M | ||
| Q3 24 | — | $51.4M | ||
| Q2 24 | — | $51.5M | ||
| Q1 24 | — | $61.6M |
股东权益
APD
NX
| Q4 25 | $15.4B | — | ||
| Q3 25 | $15.0B | $717.4M | ||
| Q2 25 | $15.5B | $1.0B | ||
| Q1 25 | $14.7B | $972.1M | ||
| Q4 24 | $16.7B | $1.0B | ||
| Q3 24 | $17.0B | $594.1M | ||
| Q2 24 | $15.1B | $566.1M | ||
| Q1 24 | $14.9B | $555.0M |
总资产
APD
NX
| Q4 25 | $41.2B | — | ||
| Q3 25 | $41.1B | $2.0B | ||
| Q2 25 | $41.7B | $2.3B | ||
| Q1 25 | $38.9B | $2.2B | ||
| Q4 24 | $40.0B | $2.3B | ||
| Q3 24 | $39.6B | $872.5M | ||
| Q2 24 | $37.0B | $837.2M | ||
| Q1 24 | $35.9B | $813.4M |
负债/权益比
APD
NX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.09× | ||
| Q2 24 | — | 0.09× | ||
| Q1 24 | — | 0.11× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $-350.5M | $46.2M |
| 自由现金流率自由现金流/营收 | -11.3% | 9.3% |
| 资本支出强度资本支出/营收 | 40.3% | 2.9% |
| 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 | — | $27.5M |
8季度趋势,按日历期对齐
经营现金流
APD
NX
| Q4 25 | $900.7M | — | ||
| Q3 25 | — | $60.7M | ||
| Q2 25 | $855.8M | $28.5M | ||
| Q1 25 | $328.1M | $-12.5M | ||
| Q4 24 | $811.7M | $5.5M | ||
| Q3 24 | — | $46.4M | ||
| Q2 24 | $1.3B | $33.1M | ||
| Q1 24 | $801.7M | $3.9M |
自由现金流
APD
NX
| Q4 25 | $-350.5M | — | ||
| Q3 25 | — | $46.2M | ||
| Q2 25 | $-640.0M | $13.6M | ||
| Q1 25 | $-1.6B | $-24.1M | ||
| Q4 24 | $-1.3B | $-8.2M | ||
| Q3 24 | — | $40.1M | ||
| Q2 24 | $-345.2M | $25.5M | ||
| Q1 24 | $-867.7M | $-5.7M |
自由现金流率
APD
NX
| Q4 25 | -11.3% | — | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | -21.2% | 3.0% | ||
| Q1 25 | -53.6% | -6.0% | ||
| Q4 24 | -44.5% | -1.7% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | -11.6% | 9.6% | ||
| Q1 24 | -29.6% | -2.4% |
资本支出强度
APD
NX
| Q4 25 | 40.3% | — | ||
| Q3 25 | 47.9% | 2.9% | ||
| Q2 25 | 49.5% | 3.3% | ||
| Q1 25 | 64.9% | 2.9% | ||
| Q4 24 | 72.2% | 2.8% | ||
| Q3 24 | 65.1% | 2.2% | ||
| Q2 24 | 53.8% | 2.9% | ||
| Q1 24 | 57.0% | 4.0% |
现金转化率
APD
NX
| Q4 25 | 1.33× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.20× | 1.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | — | 1.83× | ||
| Q2 24 | 1.81× | 2.15× | ||
| Q1 24 | 1.40× | 0.62× |
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% |
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |