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AdvanSix Inc.（ASIX）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
AdvanSix Inc.的季度营收约是Strategic Education, Inc.的1.2倍（$359.9M vs $305.9M），Strategic Education, Inc.净利率更高（10.7% vs -0.8%，领先11.5%），AdvanSix Inc.同比增速更快（9.4% vs 0.8%），Strategic Education, Inc.自由现金流更多（$77.3M vs $36.1M），过去两年AdvanSix Inc.的营收复合增速更高（3.4% vs -1.0%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
ASIX vs STRA — 直观对比
营收规模更大
ASIX
是对方的1.2倍
$305.9M
营收增速更快
ASIX
高出8.6%
0.8%
净利率更高
STRA
高出11.5%
-0.8%
自由现金流更多
STRA
多$41.2M
$36.1M
两年增速更快
ASIX
近两年复合增速
-1.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $305.9M |
| 净利润 | $-2.8M | $32.8M |
| 毛利率 | 7.6% | — |
| 营业利润率 | -0.7% | 13.4% |
| 净利率 | -0.8% | 10.7% |
| 营收同比 | 9.4% | 0.8% |
| 净利润同比 | -892.9% | 10.3% |
| 每股收益（稀释后） | $-0.11 | $1.48 |
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ASIXSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $359.9M | $323.2M | ||
| Q3 25 | $374.5M | $319.9M | ||
| Q2 25 | $410.0M | $321.5M | ||
| Q1 25 | $377.8M | $303.6M | ||
| Q4 24 | $329.1M | $311.5M | ||
| Q3 24 | $398.2M | $306.0M | ||
| Q2 24 | $453.5M | $312.3M |
净利润ASIXSTRA
| Q1 26 | — | $32.8M | ||
| Q4 25 | $-2.8M | $37.9M | ||
| Q3 25 | $-2.6M | $26.6M | ||
| Q2 25 | $31.4M | $32.3M | ||
| Q1 25 | $23.3M | $29.7M | ||
| Q4 24 | $352.0K | $25.3M | ||
| Q3 24 | $22.3M | $27.7M | ||
| Q2 24 | $38.9M | $29.9M |
毛利率ASIXSTRA
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 14.3% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 14.4% | — | ||
| Q2 24 | 17.9% | — |
营业利润率ASIXSTRA
| Q1 26 | — | 13.4% | ||
| Q4 25 | -0.7% | 16.0% | ||
| Q3 25 | -0.9% | 11.6% | ||
| Q2 25 | 7.7% | 14.2% | ||
| Q1 25 | 7.7% | 13.1% | ||
| Q4 24 | -3.9% | 11.6% | ||
| Q3 24 | 7.5% | 11.9% | ||
| Q2 24 | 11.5% | 13.4% |
净利率ASIXSTRA
| Q1 26 | — | 10.7% | ||
| Q4 25 | -0.8% | 11.7% | ||
| Q3 25 | -0.7% | 8.3% | ||
| Q2 25 | 7.7% | 10.1% | ||
| Q1 25 | 6.2% | 9.8% | ||
| Q4 24 | 0.1% | 8.1% | ||
| Q3 24 | 5.6% | 9.1% | ||
| Q2 24 | 8.6% | 9.6% |
每股收益（稀释后）ASIXSTRA
| Q1 26 | — | $1.48 | ||
| Q4 25 | $-0.11 | $1.65 | ||
| Q3 25 | $-0.10 | $1.15 | ||
| Q2 25 | $1.15 | $1.37 | ||
| Q1 25 | $0.86 | $1.24 | ||
| Q4 24 | $0.02 | $1.05 | ||
| Q3 24 | $0.82 | $1.15 | ||
| Q2 24 | $1.43 | $1.24 |
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 | $19.8M | $150.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $1.6B |
| 总资产 | $1.7B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASIXSTRA
| Q1 26 | — | $150.3M | ||
| Q4 25 | $19.8M | $148.1M | ||
| Q3 25 | $23.7M | $172.6M | ||
| Q2 25 | $18.4M | $164.9M | ||
| Q1 25 | $8.3M | $182.6M | ||
| Q4 24 | $19.6M | $184.0M | ||
| Q3 24 | $17.3M | $222.1M | ||
| Q2 24 | $12.1M | $256.2M |
股东权益ASIXSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $815.2M | $1.6B | ||
| Q3 25 | $818.2M | $1.7B | ||
| Q2 25 | $823.7M | $1.7B | ||
| Q1 25 | $794.4M | $1.6B | ||
| Q4 24 | $774.6M | $1.7B | ||
| Q3 24 | $766.4M | $1.7B | ||
| Q2 24 | $746.6M | $1.7B |
总资产ASIXSTRA
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.0B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.5B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B |
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 | $63.7M | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $77.3M |
| 自由现金流率自由现金流/营收 | 10.0% | 25.3% |
| 资本支出强度资本支出/营收 | 7.7% | — |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | $6.4M | $173.9M |
8季度趋势，按日历期对齐
经营现金流ASIXSTRA
| Q1 26 | — | $87.4M | ||
| Q4 25 | $63.7M | $39.2M | ||
| Q3 25 | $26.6M | $60.1M | ||
| Q2 25 | $21.1M | $31.2M | ||
| Q1 25 | $11.4M | $67.7M | ||
| Q4 24 | $64.2M | $15.9M | ||
| Q3 24 | $57.3M | $51.5M | ||
| Q2 24 | $50.2M | $24.3M |
自由现金流ASIXSTRA
| Q1 26 | — | $77.3M | ||
| Q4 25 | $36.1M | $27.0M | ||
| Q3 25 | $66.0K | $49.3M | ||
| Q2 25 | $-7.2M | $20.4M | ||
| Q1 25 | $-22.6M | $57.3M | ||
| Q4 24 | $29.8M | $4.7M | ||
| Q3 24 | $26.8M | $42.1M | ||
| Q2 24 | $16.7M | $13.6M |
自由现金流率ASIXSTRA
| Q1 26 | — | 25.3% | ||
| Q4 25 | 10.0% | 8.3% | ||
| Q3 25 | 0.0% | 15.4% | ||
| Q2 25 | -1.7% | 6.3% | ||
| Q1 25 | -6.0% | 18.9% | ||
| Q4 24 | 9.1% | 1.5% | ||
| Q3 24 | 6.7% | 13.8% | ||
| Q2 24 | 3.7% | 4.3% |
资本支出强度ASIXSTRA
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 3.8% | ||
| Q3 25 | 7.1% | 3.4% | ||
| Q2 25 | 6.9% | 3.4% | ||
| Q1 25 | 9.0% | 3.4% | ||
| Q4 24 | 10.4% | 3.6% | ||
| Q3 24 | 7.7% | 3.1% | ||
| Q2 24 | 7.4% | 3.4% |
现金转化率ASIXSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 2.26× | ||
| Q2 25 | 0.67× | 0.97× | ||
| Q1 25 | 0.49× | 2.27× | ||
| Q4 24 | 182.29× | 0.63× | ||
| Q3 24 | 2.57× | 1.86× | ||
| Q2 24 | 1.29× | 0.81× |
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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
