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亚什兰（ASH）与POWELL INDUSTRIES INC（POWL）财务数据对比。点击上方公司名可切换其他公司
亚什兰的季度营收约是POWELL INDUSTRIES INC的1.5倍（$386.0M vs $251.2M），POWELL INDUSTRIES INC净利率更高（16.5% vs -3.1%，领先19.6%），POWELL INDUSTRIES INC同比增速更快（4.0% vs -4.7%），亚什兰自由现金流更多（$111.0M vs $41.6M），过去两年POWELL INDUSTRIES INC的营收复合增速更高（-0.8% vs -18.1%）
亚什兰是一家总部位于美国特拉华州威尔明顿的化工企业，1924年始创于肯塔基州亚什兰市，最初以炼油业务起家，1994年迁至现总部。公司拥有多个业务板块，覆盖化工中间体与溶剂、复合材料、工业特种化学品、个人及家居护理、制药、食品饮料以及农业相关领域，2017年之前曾是胜牌润滑油的主要生产商。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
ASH vs POWL — 直观对比
营收规模更大
ASH
是对方的1.5倍
$251.2M
营收增速更快
POWL
高出8.7%
-4.7%
净利率更高
POWL
高出19.6%
-3.1%
自由现金流更多
ASH
多$69.4M
$41.6M
两年增速更快
POWL
近两年复合增速
-18.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $386.0M | $251.2M |
| 净利润 | $-12.0M | $41.4M |
| 毛利率 | 27.2% | 28.4% |
| 营业利润率 | -1.6% | 17.0% |
| 净利率 | -3.1% | 16.5% |
| 营收同比 | -4.7% | 4.0% |
| 净利润同比 | 92.7% | 19.1% |
| 每股收益（稀释后） | $-0.26 | $3.40 |
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ASHPOWL
| Q4 25 | $386.0M | $251.2M | ||
| Q3 25 | $477.0M | $298.0M | ||
| Q2 25 | $463.0M | $286.3M | ||
| Q1 25 | $479.0M | $278.6M | ||
| Q4 24 | $405.0M | $241.4M | ||
| Q3 24 | $521.0M | $275.1M | ||
| Q2 24 | $544.0M | $288.2M | ||
| Q1 24 | $575.0M | $255.1M |
净利润ASHPOWL
| Q4 25 | $-12.0M | $41.4M | ||
| Q3 25 | $31.0M | $51.4M | ||
| Q2 25 | $-742.0M | $48.2M | ||
| Q1 25 | $31.0M | $46.3M | ||
| Q4 24 | $-165.0M | $34.8M | ||
| Q3 24 | $17.0M | $46.1M | ||
| Q2 24 | $6.0M | $46.2M | ||
| Q1 24 | $120.0M | $33.5M |
毛利率ASHPOWL
| Q4 25 | 27.2% | 28.4% | ||
| Q3 25 | 33.3% | 31.4% | ||
| Q2 25 | 28.5% | 30.7% | ||
| Q1 25 | 30.7% | 29.9% | ||
| Q4 24 | 27.4% | 24.7% | ||
| Q3 24 | 33.2% | 29.2% | ||
| Q2 24 | 34.2% | 28.4% | ||
| Q1 24 | 28.0% | 24.6% |
营业利润率ASHPOWL
| Q4 25 | -1.6% | 17.0% | ||
| Q3 25 | 12.8% | 21.2% | ||
| Q2 25 | -152.9% | 21.0% | ||
| Q1 25 | 10.6% | 21.1% | ||
| Q4 24 | -44.2% | 14.7% | ||
| Q3 24 | 6.1% | 20.4% | ||
| Q2 24 | -11.2% | 19.9% | ||
| Q1 24 | 3.7% | 15.5% |
净利率ASHPOWL
| Q4 25 | -3.1% | 16.5% | ||
| Q3 25 | 6.5% | 17.3% | ||
| Q2 25 | -160.3% | 16.8% | ||
| Q1 25 | 6.5% | 16.6% | ||
| Q4 24 | -40.7% | 14.4% | ||
| Q3 24 | 3.3% | 16.7% | ||
| Q2 24 | 1.1% | 16.0% | ||
| Q1 24 | 20.9% | 13.1% |
每股收益（稀释后）ASHPOWL
| Q4 25 | $-0.26 | $3.40 | ||
| Q3 25 | $0.83 | $4.23 | ||
| Q2 25 | $-16.21 | $3.96 | ||
| Q1 25 | $0.65 | $3.81 | ||
| Q4 24 | $-3.50 | $2.86 | ||
| Q3 24 | $0.34 | $3.77 | ||
| Q2 24 | $0.12 | $3.79 | ||
| Q1 24 | $2.39 | $2.75 |
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 | $304.0M | $500.8M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $1.9B | $668.9M |
| 总资产 | $4.5B | $1.1B |
| 负债/权益比越低杠杆越低 | 0.74× | — |
8季度趋势，按日历期对齐
现金及短期投资ASHPOWL
| Q4 25 | $304.0M | $500.8M | ||
| Q3 25 | $215.0M | $475.5M | ||
| Q2 25 | $207.0M | $433.0M | ||
| Q1 25 | $168.0M | $389.3M | ||
| Q4 24 | $219.0M | $373.4M | ||
| Q3 24 | $300.0M | $358.4M | ||
| Q2 24 | $399.0M | $374.0M | ||
| Q1 24 | $439.0M | $365.3M |
总债务ASHPOWL
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益ASHPOWL
| Q4 25 | $1.9B | $668.9M | ||
| Q3 25 | $1.9B | $640.8M | ||
| Q2 25 | $1.9B | $594.9M | ||
| Q1 25 | $2.6B | $541.4M | ||
| Q4 24 | $2.6B | $496.3M | ||
| Q3 24 | $2.9B | $483.1M | ||
| Q2 24 | $3.0B | $436.7M | ||
| Q1 24 | $3.1B | $393.8M |
总资产ASHPOWL
| Q4 25 | $4.5B | $1.1B | ||
| Q3 25 | $4.6B | $1.1B | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $5.2B | $965.4M | ||
| Q4 24 | $5.2B | $912.7M | ||
| Q3 24 | $5.6B | $928.2M | ||
| Q2 24 | $5.7B | $869.0M | ||
| Q1 24 | $5.9B | $849.6M |
负债/权益比ASHPOWL
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 0.42× | — |
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 | $125.0M | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $111.0M | $41.6M |
| 自由现金流率自由现金流/营收 | 28.8% | 16.6% |
| 资本支出强度资本支出/营收 | 3.6% | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | $200.0M | $161.5M |
8季度趋势，按日历期对齐
经营现金流ASHPOWL
| Q4 25 | $125.0M | $43.6M | ||
| Q3 25 | $40.0M | $61.1M | ||
| Q2 25 | $115.0M | $47.4M | ||
| Q1 25 | $9.0M | $22.4M | ||
| Q4 24 | $-30.0M | $37.1M | ||
| Q3 24 | $80.0M | $-6.0M | ||
| Q2 24 | $127.0M | $13.8M | ||
| Q1 24 | $54.0M | $17.0M |
自由现金流ASHPOWL
| Q4 25 | $111.0M | $41.6M | ||
| Q3 25 | $6.0M | $59.3M | ||
| Q2 25 | $95.0M | $42.3M | ||
| Q1 25 | $-12.0M | $18.3M | ||
| Q4 24 | $-53.0M | $34.9M | ||
| Q3 24 | $42.0M | $-14.4M | ||
| Q2 24 | $98.0M | $12.4M | ||
| Q1 24 | $20.0M | $16.1M |
自由现金流率ASHPOWL
| Q4 25 | 28.8% | 16.6% | ||
| Q3 25 | 1.3% | 19.9% | ||
| Q2 25 | 20.5% | 14.8% | ||
| Q1 25 | -2.5% | 6.6% | ||
| Q4 24 | -13.1% | 14.4% | ||
| Q3 24 | 8.1% | -5.3% | ||
| Q2 24 | 18.0% | 4.3% | ||
| Q1 24 | 3.5% | 6.3% |
资本支出强度ASHPOWL
| Q4 25 | 3.6% | 0.8% | ||
| Q3 25 | 7.1% | 0.6% | ||
| Q2 25 | 4.3% | 1.8% | ||
| Q1 25 | 4.4% | 1.5% | ||
| Q4 24 | 5.7% | 0.9% | ||
| Q3 24 | 7.3% | 3.1% | ||
| Q2 24 | 5.3% | 0.5% | ||
| Q1 24 | 5.9% | 0.4% |
现金转化率ASHPOWL
| Q4 25 | — | 1.05× | ||
| Q3 25 | 1.29× | 1.19× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | 0.29× | 0.48× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 4.71× | -0.13× | ||
| Q2 24 | 21.17× | 0.30× | ||
| Q1 24 | 0.45× | 0.51× |
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
ASH
| Personal Care And Household | $123.0M | 32% |
| Other | $120.0M | 31% |
| Specialty Additives | $36.0M | 9% |
| Intermediates And Solvents | $31.0M | 8% |
| Personal Care | $30.0M | 8% |
| Life Sciences | $27.0M | 7% |
| Intermediates | $19.0M | 5% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
