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亚什兰（ASH）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
SEI INVESTMENTS CO的季度营收约是亚什兰的1.6倍（$622.2M vs $386.0M），SEI INVESTMENTS CO净利率更高（28.0% vs -3.1%，领先31.2%），SEI INVESTMENTS CO同比增速更快（13.0% vs -4.7%），过去两年SEI INVESTMENTS CO的营收复合增速更高（9.5% 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。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
ASH vs SEIC — 直观对比
营收规模更大
SEIC
是对方的1.6倍
$386.0M
营收增速更快
SEIC
高出17.7%
-4.7%
净利率更高
SEIC
高出31.2%
-3.1%
两年增速更快
SEIC
近两年复合增速
-18.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $386.0M | $622.2M |
| 净利润 | $-12.0M | $174.5M |
| 毛利率 | 27.2% | — |
| 营业利润率 | -1.6% | 30.5% |
| 净利率 | -3.1% | 28.0% |
| 营收同比 | -4.7% | 13.0% |
| 净利润同比 | 92.7% | 15.0% |
| 每股收益（稀释后） | $-0.26 | $1.40 |
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ASHSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $386.0M | $607.9M | ||
| Q3 25 | $477.0M | $578.5M | ||
| Q2 25 | $463.0M | $559.6M | ||
| Q1 25 | $479.0M | $551.3M | ||
| Q4 24 | $405.0M | $557.2M | ||
| Q3 24 | $521.0M | $537.4M | ||
| Q2 24 | $544.0M | $519.0M |
净利润ASHSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $-12.0M | $172.5M | ||
| Q3 25 | $31.0M | $164.2M | ||
| Q2 25 | $-742.0M | $227.1M | ||
| Q1 25 | $31.0M | $151.5M | ||
| Q4 24 | $-165.0M | $155.8M | ||
| Q3 24 | $17.0M | $154.9M | ||
| Q2 24 | $6.0M | $139.1M |
毛利率ASHSEIC
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | 36.8% | ||
| Q3 25 | 33.3% | 35.0% | ||
| Q2 25 | 28.5% | 33.8% | ||
| Q1 25 | 30.7% | 34.9% | ||
| Q4 24 | 27.4% | 33.1% | ||
| Q3 24 | 33.2% | 33.8% | ||
| Q2 24 | 34.2% | 32.7% |
营业利润率ASHSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | -1.6% | 26.6% | ||
| Q3 25 | 12.8% | 27.7% | ||
| Q2 25 | -152.9% | 26.6% | ||
| Q1 25 | 10.6% | 28.5% | ||
| Q4 24 | -44.2% | 26.1% | ||
| Q3 24 | 6.1% | 26.8% | ||
| Q2 24 | -11.2% | 26.3% |
净利率ASHSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | -3.1% | 28.4% | ||
| Q3 25 | 6.5% | 28.4% | ||
| Q2 25 | -160.3% | 40.6% | ||
| Q1 25 | 6.5% | 27.5% | ||
| Q4 24 | -40.7% | 28.0% | ||
| Q3 24 | 3.3% | 28.8% | ||
| Q2 24 | 1.1% | 26.8% |
每股收益（稀释后）ASHSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $-0.26 | $1.38 | ||
| Q3 25 | $0.83 | $1.30 | ||
| Q2 25 | $-16.21 | $1.78 | ||
| Q1 25 | $0.65 | $1.17 | ||
| Q4 24 | $-3.50 | $1.18 | ||
| Q3 24 | $0.34 | $1.19 | ||
| Q2 24 | $0.12 | $1.05 |
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 | $363.1M |
| 总债务越低越好 | $1.4B | $32.4M |
| 股东权益账面价值 | $1.9B | $2.5B |
| 总资产 | $4.5B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.74× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资ASHSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $304.0M | $399.8M | ||
| Q3 25 | $215.0M | — | ||
| Q2 25 | $207.0M | — | ||
| Q1 25 | $168.0M | $710.7M | ||
| Q4 24 | $219.0M | $839.9M | ||
| Q3 24 | $300.0M | $901.1M | ||
| Q2 24 | $399.0M | $768.3M |
总债务ASHSEIC
| Q1 26 | — | $32.4M | ||
| 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 | — |
股东权益ASHSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $1.9B | $2.4B | ||
| Q3 25 | $1.9B | $2.4B | ||
| Q2 25 | $1.9B | $2.3B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.9B | $2.4B | ||
| Q2 24 | $3.0B | $2.2B |
总资产ASHSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $4.5B | — | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.6B | $2.6B | ||
| Q1 25 | $5.2B | $2.6B | ||
| Q4 24 | $5.2B | $2.7B | ||
| Q3 24 | $5.6B | $2.7B | ||
| Q2 24 | $5.7B | $2.5B |
负债/权益比ASHSEIC
| Q1 26 | — | 0.01× | ||
| 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× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $111.0M | — |
| 自由现金流率自由现金流/营收 | 28.8% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $200.0M | — |
8季度趋势，按日历期对齐
经营现金流ASHSEIC
| Q1 26 | — | — | ||
| Q4 25 | $125.0M | $126.4M | ||
| Q3 25 | $40.0M | $238.3M | ||
| Q2 25 | $115.0M | $96.5M | ||
| Q1 25 | $9.0M | $146.5M | ||
| Q4 24 | $-30.0M | $195.3M | ||
| Q3 24 | $80.0M | $200.0M | ||
| Q2 24 | $127.0M | $114.7M |
自由现金流ASHSEIC
| Q1 26 | — | — | ||
| Q4 25 | $111.0M | $124.8M | ||
| Q3 25 | $6.0M | $229.6M | ||
| Q2 25 | $95.0M | $92.7M | ||
| Q1 25 | $-12.0M | $137.8M | ||
| Q4 24 | $-53.0M | $190.2M | ||
| Q3 24 | $42.0M | $193.7M | ||
| Q2 24 | $98.0M | $107.0M |
自由现金流率ASHSEIC
| Q1 26 | — | — | ||
| Q4 25 | 28.8% | 20.5% | ||
| Q3 25 | 1.3% | 39.7% | ||
| Q2 25 | 20.5% | 16.6% | ||
| Q1 25 | -2.5% | 25.0% | ||
| Q4 24 | -13.1% | 34.1% | ||
| Q3 24 | 8.1% | 36.0% | ||
| Q2 24 | 18.0% | 20.6% |
资本支出强度ASHSEIC
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 0.3% | ||
| Q3 25 | 7.1% | 1.5% | ||
| Q2 25 | 4.3% | 0.7% | ||
| Q1 25 | 4.4% | 1.6% | ||
| Q4 24 | 5.7% | 0.9% | ||
| Q3 24 | 7.3% | 1.2% | ||
| Q2 24 | 5.3% | 1.5% |
现金转化率ASHSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | 1.29× | 1.45× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | 0.29× | 0.97× | ||
| Q4 24 | — | 1.25× | ||
| Q3 24 | 4.71× | 1.29× | ||
| Q2 24 | 21.17× | 0.82× |
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% |
SEIC
暂无分部数据
