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艾仕得（AXTA）与Liberty Energy Inc.（LBRT）财务数据对比。点击上方公司名可切换其他公司
艾仕得的季度营收约是Liberty Energy Inc.的1.2倍（$1.3B vs $1.0B），艾仕得净利率更高（4.8% vs 2.2%，领先2.5%），Liberty Energy Inc.同比增速更快（4.5% vs -3.7%），过去两年艾仕得的营收复合增速更高（-1.2% vs -6.2%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
Liberty Energy Inc.是北美领先的能源服务供应商，专注为油气运营企业提供水力压裂及完井解决方案，服务覆盖美国主要页岩产区，供应低排放作业设备及定制化支持，帮助提升油气井生产效率。
AXTA vs LBRT — 直观对比
营收规模更大
AXTA
是对方的1.2倍
$1.0B
营收增速更快
LBRT
高出8.2%
-3.7%
净利率更高
AXTA
高出2.5%
2.2%
两年增速更快
AXTA
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $60.0M | $22.6M |
| 毛利率 | 33.4% | — |
| 营业利润率 | 12.8% | 2.2% |
| 净利率 | 4.8% | 2.2% |
| 营收同比 | -3.7% | 4.5% |
| 净利润同比 | -56.2% | — |
| 每股收益（稀释后） | $0.28 | $0.14 |
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AXTALBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $947.4M | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $977.5M | ||
| Q4 24 | $1.3B | $943.6M | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.4B | $1.2B |
净利润AXTALBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $60.0M | $13.7M | ||
| Q3 25 | $110.0M | $43.1M | ||
| Q2 25 | $109.0M | $71.0M | ||
| Q1 25 | $99.0M | $20.1M | ||
| Q4 24 | $137.0M | $51.9M | ||
| Q3 24 | $101.0M | $73.8M | ||
| Q2 24 | $112.0M | $108.4M |
毛利率AXTALBRT
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | 20.6% | ||
| Q3 25 | 34.9% | 18.7% | ||
| Q2 25 | 35.0% | 22.1% | ||
| Q1 25 | 34.3% | 22.1% | ||
| Q4 24 | 34.1% | 21.4% | ||
| Q3 24 | 35.0% | 26.2% | ||
| Q2 24 | 34.0% | 27.9% |
营业利润率AXTALBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 12.8% | 1.9% | ||
| Q3 25 | 15.8% | -0.3% | ||
| Q2 25 | 14.8% | 3.6% | ||
| Q1 25 | 13.9% | 1.9% | ||
| Q4 24 | 14.3% | 2.6% | ||
| Q3 24 | 14.6% | 9.4% | ||
| Q2 24 | 15.2% | 12.2% |
净利率AXTALBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 4.8% | 1.3% | ||
| Q3 25 | 8.5% | 4.5% | ||
| Q2 25 | 8.4% | 6.8% | ||
| Q1 25 | 7.8% | 2.1% | ||
| Q4 24 | 10.5% | 5.5% | ||
| Q3 24 | 7.7% | 6.5% | ||
| Q2 24 | 8.3% | 9.3% |
每股收益（稀释后）AXTALBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.28 | $0.08 | ||
| Q3 25 | $0.51 | $0.26 | ||
| Q2 25 | $0.50 | $0.43 | ||
| Q1 25 | $0.45 | $0.12 | ||
| Q4 24 | $0.63 | $0.31 | ||
| Q3 24 | $0.46 | $0.44 | ||
| Q2 24 | $0.51 | $0.64 |
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 | $657.0M | $699.1M |
| 总债务越低越好 | $3.2B | $7.1M |
| 股东权益账面价值 | $2.3B | $1.9B |
| 总资产 | $7.6B | $4.4B |
| 负债/权益比越低杠杆越低 | 1.36× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AXTALBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $657.0M | $27.6M | ||
| Q3 25 | $606.0M | $13.5M | ||
| Q2 25 | $625.0M | $19.6M | ||
| Q1 25 | $575.0M | $24.1M | ||
| Q4 24 | $593.0M | $20.0M | ||
| Q3 24 | $567.0M | $23.0M | ||
| Q2 24 | $840.0M | $30.0M |
总债务AXTALBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | $3.2B | $246.6M | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | $190.5M | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — |
股东权益AXTALBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.3B | $2.0B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.8B | $1.9B |
总资产AXTALBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $7.6B | $3.6B | ||
| Q3 25 | $7.8B | $3.5B | ||
| Q2 25 | $7.8B | $3.4B | ||
| Q1 25 | $7.4B | $3.4B | ||
| Q4 24 | $7.2B | $3.3B | ||
| Q3 24 | $7.5B | $3.3B | ||
| Q2 24 | $7.3B | $3.2B |
负债/权益比AXTALBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.36× | 0.12× | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | 0.10× | ||
| Q3 24 | 1.84× | — | ||
| Q2 24 | 2.02× | — |
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 | $344.0M | — |
| 自由现金流经营现金流 - 资本支出 | $286.0M | — |
| 自由现金流率自由现金流/营收 | 22.7% | — |
| 资本支出强度资本支出/营收 | 4.6% | 13.1% |
| 现金转化率经营现金流/净利润 | 5.73× | — |
| 过去12个月自由现金流最近4个季度 | $453.0M | — |
8季度趋势，按日历期对齐
经营现金流AXTALBRT
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $195.4M | ||
| Q3 25 | $137.0M | $51.5M | ||
| Q2 25 | $142.0M | $170.6M | ||
| Q1 25 | $26.0M | $192.1M | ||
| Q4 24 | $234.0M | $177.3M | ||
| Q3 24 | $194.0M | $244.5M | ||
| Q2 24 | $114.0M | $248.2M |
自由现金流AXTALBRT
| Q1 26 | — | — | ||
| Q4 25 | $286.0M | $-10.0M | ||
| Q3 25 | $87.0M | $-67.2M | ||
| Q2 25 | $97.0M | $33.1M | ||
| Q1 25 | $-17.0M | $58.2M | ||
| Q4 24 | $172.0M | $-26.2M | ||
| Q3 24 | $161.0M | $77.9M | ||
| Q2 24 | $91.0M | $112.2M |
自由现金流率AXTALBRT
| Q1 26 | — | — | ||
| Q4 25 | 22.7% | -1.0% | ||
| Q3 25 | 6.8% | -7.1% | ||
| Q2 25 | 7.4% | 3.2% | ||
| Q1 25 | -1.3% | 6.0% | ||
| Q4 24 | 13.1% | -2.8% | ||
| Q3 24 | 12.2% | 6.8% | ||
| Q2 24 | 6.7% | 9.7% |
资本支出强度AXTALBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 4.6% | 19.8% | ||
| Q3 25 | 3.9% | 12.5% | ||
| Q2 25 | 3.4% | 13.2% | ||
| Q1 25 | 3.4% | 13.7% | ||
| Q4 24 | 4.7% | 21.6% | ||
| Q3 24 | 2.5% | 14.6% | ||
| Q2 24 | 1.7% | 11.7% |
现金转化率AXTALBRT
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | 14.28× | ||
| Q3 25 | 1.25× | 1.20× | ||
| Q2 25 | 1.30× | 2.40× | ||
| Q1 25 | 0.26× | 9.55× | ||
| Q4 24 | 1.71× | 3.42× | ||
| Q3 24 | 1.92× | 3.31× | ||
| Q2 24 | 1.02× | 2.29× |
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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
LBRT
暂无分部数据
