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亚什兰（ASH）与STEWART INFORMATION SERVICES CORP（STC）财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是亚什兰的2.0倍（$764.6M vs $386.0M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs -3.1%，领先5.3%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs -4.7%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% 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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
ASH vs STC — 直观对比
营收规模更大
STC
是对方的2.0倍
$386.0M
营收增速更快
STC
高出32.4%
-4.7%
净利率更高
STC
高出5.3%
-3.1%
两年增速更快
STC
近两年复合增速
-18.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $386.0M | $764.6M |
| 净利润 | $-12.0M | $17.0M |
| 毛利率 | 27.2% | — |
| 营业利润率 | -1.6% | — |
| 净利率 | -3.1% | 2.2% |
| 营收同比 | -4.7% | 27.7% |
| 净利润同比 | 92.7% | 448.4% |
| 每股收益（稀释后） | $-0.26 | — |
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ASHSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $386.0M | $790.6M | ||
| Q3 25 | $477.0M | $796.9M | ||
| Q2 25 | $463.0M | $722.2M | ||
| Q1 25 | $479.0M | $612.0M | ||
| Q4 24 | $405.0M | $665.9M | ||
| Q3 24 | $521.0M | $667.9M | ||
| Q2 24 | $544.0M | $602.2M |
净利润ASHSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-12.0M | $36.3M | ||
| Q3 25 | $31.0M | $44.3M | ||
| Q2 25 | $-742.0M | $31.9M | ||
| Q1 25 | $31.0M | $3.1M | ||
| Q4 24 | $-165.0M | $22.7M | ||
| Q3 24 | $17.0M | $30.1M | ||
| Q2 24 | $6.0M | $17.3M |
毛利率ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | — | ||
| Q3 25 | 33.3% | — | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 30.7% | — | ||
| Q4 24 | 27.4% | — | ||
| Q3 24 | 33.2% | — | ||
| Q2 24 | 34.2% | — |
营业利润率ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | -1.6% | 6.5% | ||
| Q3 25 | 12.8% | 7.7% | ||
| Q2 25 | -152.9% | 6.5% | ||
| Q1 25 | 10.6% | 1.0% | ||
| Q4 24 | -44.2% | 5.3% | ||
| Q3 24 | 6.1% | 6.4% | ||
| Q2 24 | -11.2% | 4.8% |
净利率ASHSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | -3.1% | 4.6% | ||
| Q3 25 | 6.5% | 5.6% | ||
| Q2 25 | -160.3% | 4.4% | ||
| Q1 25 | 6.5% | 0.5% | ||
| Q4 24 | -40.7% | 3.4% | ||
| Q3 24 | 3.3% | 4.5% | ||
| Q2 24 | 1.1% | 2.9% |
每股收益（稀释后）ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | $-0.26 | $1.26 | ||
| Q3 25 | $0.83 | $1.55 | ||
| Q2 25 | $-16.21 | $1.13 | ||
| Q1 25 | $0.65 | $0.11 | ||
| Q4 24 | $-3.50 | $0.81 | ||
| Q3 24 | $0.34 | $1.07 | ||
| Q2 24 | $0.12 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $1.9B | — |
| 总资产 | $4.5B | — |
| 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ASHSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $304.0M | $369.7M | ||
| Q3 25 | $215.0M | $233.2M | ||
| Q2 25 | $207.0M | $223.8M | ||
| Q1 25 | $168.0M | $194.2M | ||
| Q4 24 | $219.0M | $257.5M | ||
| Q3 24 | $300.0M | $228.7M | ||
| Q2 24 | $399.0M | $176.7M |
总债务ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | $445.8M | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
股东权益ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.6B | $1.4B | ||
| Q3 24 | $2.9B | $1.4B | ||
| Q2 24 | $3.0B | $1.4B |
总资产ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $3.3B | ||
| Q3 25 | $4.6B | $2.8B | ||
| Q2 25 | $4.6B | $2.8B | ||
| Q1 25 | $5.2B | $2.7B | ||
| Q4 24 | $5.2B | $2.7B | ||
| Q3 24 | $5.6B | $2.7B | ||
| Q2 24 | $5.7B | $2.6B |
负债/权益比ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.52× | — | ||
| Q4 24 | 0.51× | 0.32× | ||
| 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ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | $125.0M | $89.5M | ||
| Q3 25 | $40.0M | $92.6M | ||
| Q2 25 | $115.0M | $53.4M | ||
| Q1 25 | $9.0M | $-29.9M | ||
| Q4 24 | $-30.0M | $68.0M | ||
| Q3 24 | $80.0M | $76.1M | ||
| Q2 24 | $127.0M | $21.1M |
自由现金流ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | $111.0M | $62.3M | ||
| Q3 25 | $6.0M | $73.6M | ||
| Q2 25 | $95.0M | $38.7M | ||
| Q1 25 | $-12.0M | $-42.2M | ||
| Q4 24 | $-53.0M | $55.6M | ||
| Q3 24 | $42.0M | $67.4M | ||
| Q2 24 | $98.0M | $11.9M |
自由现金流率ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | 28.8% | 7.9% | ||
| Q3 25 | 1.3% | 9.2% | ||
| Q2 25 | 20.5% | 5.4% | ||
| Q1 25 | -2.5% | -6.9% | ||
| Q4 24 | -13.1% | 8.4% | ||
| Q3 24 | 8.1% | 10.1% | ||
| Q2 24 | 18.0% | 2.0% |
资本支出强度ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 3.4% | ||
| Q3 25 | 7.1% | 2.4% | ||
| Q2 25 | 4.3% | 2.0% | ||
| Q1 25 | 4.4% | 2.0% | ||
| Q4 24 | 5.7% | 1.9% | ||
| Q3 24 | 7.3% | 1.3% | ||
| Q2 24 | 5.3% | 1.5% |
现金转化率ASHSTC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.47× | ||
| Q3 25 | 1.29× | 2.09× | ||
| Q2 25 | — | 1.67× | ||
| Q1 25 | 0.29× | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | 4.71× | 2.53× | ||
| Q2 24 | 21.17× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
