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普立万(AVNT)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
普立万的季度营收约是SEI INVESTMENTS CO的1.2倍($760.6M vs $622.2M),SEI INVESTMENTS CO净利率更高(28.0% vs 2.2%,领先25.8%),SEI INVESTMENTS CO同比增速更快(13.0% vs 1.9%),过去两年SEI INVESTMENTS CO的营收复合增速更高(9.5% vs -4.2%)
普立万公司是一家全球性材料解决方案供应商,总部位于美国俄亥俄州埃文湖,全球员工约9000人。主营产品涵盖色母粒、先进复合材料、功能添加剂以及工程材料,为多行业客户提供定制化的材料相关技术支持与解决方案。
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。
AVNT vs SEIC — 直观对比
营收规模更大
AVNT
是对方的1.2倍
$622.2M
营收增速更快
SEIC
高出11.1%
1.9%
净利率更高
SEIC
高出25.8%
2.2%
两年增速更快
SEIC
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $760.6M | $622.2M |
| 净利润 | $16.9M | $174.5M |
| 毛利率 | 30.2% | — |
| 营业利润率 | 5.2% | 30.5% |
| 净利率 | 2.2% | 28.0% |
| 营收同比 | 1.9% | 13.0% |
| 净利润同比 | -65.0% | 15.0% |
| 每股收益(稀释后) | $0.18 | $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
AVNT
SEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $760.6M | $607.9M | ||
| Q3 25 | $806.5M | $578.5M | ||
| Q2 25 | $866.5M | $559.6M | ||
| Q1 25 | $826.6M | $551.3M | ||
| Q4 24 | $746.5M | $557.2M | ||
| Q3 24 | $815.2M | $537.4M | ||
| Q2 24 | $849.7M | $519.0M |
净利润
AVNT
SEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $16.9M | $172.5M | ||
| Q3 25 | $32.6M | $164.2M | ||
| Q2 25 | $52.6M | $227.1M | ||
| Q1 25 | $-20.2M | $151.5M | ||
| Q4 24 | $48.3M | $155.8M | ||
| Q3 24 | $38.2M | $154.9M | ||
| Q2 24 | $33.6M | $139.1M |
毛利率
AVNT
SEIC
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 36.8% | ||
| Q3 25 | 30.4% | 35.0% | ||
| Q2 25 | 32.1% | 33.8% | ||
| Q1 25 | 31.8% | 34.9% | ||
| Q4 24 | 34.8% | 33.1% | ||
| Q3 24 | 32.1% | 33.8% | ||
| Q2 24 | 30.3% | 32.7% |
营业利润率
AVNT
SEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 5.2% | 26.6% | ||
| Q3 25 | 8.3% | 27.7% | ||
| Q2 25 | 11.1% | 26.6% | ||
| Q1 25 | 0.1% | 28.5% | ||
| Q4 24 | 11.5% | 26.1% | ||
| Q3 24 | 9.5% | 26.8% | ||
| Q2 24 | 8.5% | 26.3% |
净利率
AVNT
SEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 2.2% | 28.4% | ||
| Q3 25 | 4.0% | 28.4% | ||
| Q2 25 | 6.1% | 40.6% | ||
| Q1 25 | -2.4% | 27.5% | ||
| Q4 24 | 6.5% | 28.0% | ||
| Q3 24 | 4.7% | 28.8% | ||
| Q2 24 | 4.0% | 26.8% |
每股收益(稀释后)
AVNT
SEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $0.18 | $1.38 | ||
| Q3 25 | $0.36 | $1.30 | ||
| Q2 25 | $0.57 | $1.78 | ||
| Q1 25 | $-0.22 | $1.17 | ||
| Q4 24 | $0.53 | $1.18 | ||
| Q3 24 | $0.41 | $1.19 | ||
| Q2 24 | $0.36 | $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 | — | $363.1M |
| 总债务越低越好 | $1.9B | $32.4M |
| 股东权益账面价值 | $2.4B | $2.5B |
| 总资产 | $6.0B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.81× | 0.01× |
8季度趋势,按日历期对齐
现金及短期投资
AVNT
SEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | — | $399.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $710.7M | ||
| Q4 24 | — | $839.9M | ||
| Q3 24 | — | $901.1M | ||
| Q2 24 | — | $768.3M |
总债务
AVNT
SEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.1B | — |
股东权益
AVNT
SEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.4B | $2.4B | ||
| Q2 25 | $2.4B | $2.3B | ||
| Q1 25 | $2.3B | $2.3B | ||
| Q4 24 | $2.3B | $2.3B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.3B | $2.2B |
总资产
AVNT
SEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $6.0B | — | ||
| Q3 25 | $6.1B | — | ||
| Q2 25 | $6.1B | $2.6B | ||
| Q1 25 | $5.8B | $2.6B | ||
| Q4 24 | $5.8B | $2.7B | ||
| Q3 24 | $6.0B | $2.7B | ||
| Q2 24 | $5.9B | $2.5B |
负债/权益比
AVNT
SEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.90× | — |
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 | $167.8M | — |
| 自由现金流经营现金流 - 资本支出 | $125.4M | — |
| 自由现金流率自由现金流/营收 | 16.5% | — |
| 资本支出强度资本支出/营收 | 5.6% | — |
| 现金转化率经营现金流/净利润 | 9.93× | — |
| 过去12个月自由现金流最近4个季度 | $195.0M | — |
8季度趋势,按日历期对齐
经营现金流
AVNT
SEIC
| Q1 26 | — | — | ||
| Q4 25 | $167.8M | $126.4M | ||
| Q3 25 | $72.1M | $238.3M | ||
| Q2 25 | $112.8M | $96.5M | ||
| Q1 25 | $-51.1M | $146.5M | ||
| Q4 24 | $122.6M | $195.3M | ||
| Q3 24 | $71.1M | $200.0M | ||
| Q2 24 | $105.9M | $114.7M |
自由现金流
AVNT
SEIC
| Q1 26 | — | — | ||
| Q4 25 | $125.4M | $124.8M | ||
| Q3 25 | $47.4M | $229.6M | ||
| Q2 25 | $85.8M | $92.7M | ||
| Q1 25 | $-63.6M | $137.8M | ||
| Q4 24 | $81.5M | $190.2M | ||
| Q3 24 | $46.1M | $193.7M | ||
| Q2 24 | $74.5M | $107.0M |
自由现金流率
AVNT
SEIC
| Q1 26 | — | — | ||
| Q4 25 | 16.5% | 20.5% | ||
| Q3 25 | 5.9% | 39.7% | ||
| Q2 25 | 9.9% | 16.6% | ||
| Q1 25 | -7.7% | 25.0% | ||
| Q4 24 | 10.9% | 34.1% | ||
| Q3 24 | 5.7% | 36.0% | ||
| Q2 24 | 8.8% | 20.6% |
资本支出强度
AVNT
SEIC
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | 0.3% | ||
| Q3 25 | 3.1% | 1.5% | ||
| Q2 25 | 3.1% | 0.7% | ||
| Q1 25 | 1.5% | 1.6% | ||
| Q4 24 | 5.5% | 0.9% | ||
| Q3 24 | 3.1% | 1.2% | ||
| Q2 24 | 3.7% | 1.5% |
现金转化率
AVNT
SEIC
| Q1 26 | — | — | ||
| Q4 25 | 9.93× | 0.73× | ||
| Q3 25 | 2.21× | 1.45× | ||
| Q2 25 | 2.14× | 0.43× | ||
| Q1 25 | — | 0.97× | ||
| Q4 24 | 2.54× | 1.25× | ||
| Q3 24 | 1.86× | 1.29× | ||
| Q2 24 | 3.15× | 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
AVNT
| Color Additives And Inks | $466.0M | 61% |
| Specialty Engineered Materials | $295.5M | 39% |
SEIC
暂无分部数据