vs
艾仕得(AXTA)与Raymond James Financial(RJF)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Raymond James Financial的1.3倍($5.1B vs $3.9B),Raymond James Financial净利率更高(14.1% vs 1.8%,领先12.3%),Raymond James Financial同比增速更快(13.0% vs -0.6%),过去两年艾仕得的营收复合增速更高(94.5% vs 1.3%)
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
AXTA vs RJF — 直观对比
营收规模更大
AXTA
是对方的1.3倍
$3.9B
营收增速更快
RJF
高出13.6%
-0.6%
净利率更高
RJF
高出12.3%
1.8%
两年增速更快
AXTA
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.1B | $3.9B |
| 净利润 | $91.0M | $544.0M |
| 毛利率 | 83.6% | — |
| 营业利润率 | 2.9% | — |
| 净利率 | 1.8% | 14.1% |
| 营收同比 | -0.6% | 13.0% |
| 净利润同比 | -9.1% | 10.0% |
| 每股收益(稀释后) | $0.42 | $2.83 |
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
AXTA
RJF
| Q1 26 | $5.1B | $3.9B | ||
| Q4 25 | $1.3B | $4.2B | ||
| Q3 25 | $1.3B | $4.2B | ||
| Q2 25 | $1.3B | $3.8B | ||
| Q1 25 | $1.3B | $3.8B | ||
| Q4 24 | $1.3B | $4.0B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.4B | $3.8B |
净利润
AXTA
RJF
| Q1 26 | $91.0M | $544.0M | ||
| Q4 25 | $60.0M | $563.0M | ||
| Q3 25 | $110.0M | $604.0M | ||
| Q2 25 | $109.0M | $436.0M | ||
| Q1 25 | $99.0M | $495.0M | ||
| Q4 24 | $137.0M | $600.0M | ||
| Q3 24 | $101.0M | $602.0M | ||
| Q2 24 | $112.0M | $492.0M |
毛利率
AXTA
RJF
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 35.0% | — | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 34.1% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 34.0% | — |
营业利润率
AXTA
RJF
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 14.8% | 14.7% | ||
| Q1 25 | 13.9% | 17.5% | ||
| Q4 24 | 14.3% | 18.6% | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 15.2% | 17.1% |
净利率
AXTA
RJF
| Q1 26 | 1.8% | 14.1% | ||
| Q4 25 | 4.8% | 13.5% | ||
| Q3 25 | 8.5% | 14.4% | ||
| Q2 25 | 8.4% | 11.3% | ||
| Q1 25 | 7.8% | 12.9% | ||
| Q4 24 | 10.5% | 14.9% | ||
| Q3 24 | 7.7% | 15.0% | ||
| Q2 24 | 8.3% | 13.1% |
每股收益(稀释后)
AXTA
RJF
| Q1 26 | $0.42 | $2.83 | ||
| Q4 25 | $0.28 | $2.79 | ||
| Q3 25 | $0.51 | $2.96 | ||
| Q2 25 | $0.50 | $2.12 | ||
| Q1 25 | $0.45 | $2.36 | ||
| Q4 24 | $0.63 | $2.86 | ||
| Q3 24 | $0.46 | $2.85 | ||
| Q2 24 | $0.51 | $2.31 |
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 | $608.0M | $5.4B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $2.5B | $52.0M |
| 总资产 | $7.6B | $91.9B |
| 负债/权益比越低杠杆越低 | 1.27× | — |
8季度趋势,按日历期对齐
现金及短期投资
AXTA
RJF
| Q1 26 | $608.0M | $5.4B | ||
| Q4 25 | $657.0M | $9.9B | ||
| Q3 25 | $606.0M | $11.4B | ||
| Q2 25 | $625.0M | $9.2B | ||
| Q1 25 | $575.0M | $9.7B | ||
| Q4 24 | $593.0M | $10.0B | ||
| Q3 24 | $567.0M | $11.0B | ||
| Q2 24 | $840.0M | $9.1B |
总债务
AXTA
RJF
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.5B | — | ||
| Q2 24 | $3.6B | — |
股东权益
AXTA
RJF
| Q1 26 | $2.5B | $52.0M | ||
| Q4 25 | $2.3B | $12.6B | ||
| Q3 25 | $2.3B | $12.5B | ||
| Q2 25 | $2.3B | $12.3B | ||
| Q1 25 | $2.1B | $12.2B | ||
| Q4 24 | $1.9B | $11.9B | ||
| Q3 24 | $1.9B | $11.7B | ||
| Q2 24 | $1.8B | $11.2B |
总资产
AXTA
RJF
| Q1 26 | $7.6B | $91.9B | ||
| Q4 25 | $7.6B | $88.8B | ||
| Q3 25 | $7.8B | $88.2B | ||
| Q2 25 | $7.8B | $84.8B | ||
| Q1 25 | $7.4B | $83.1B | ||
| Q4 24 | $7.2B | $82.3B | ||
| Q3 24 | $7.5B | $83.0B | ||
| Q2 24 | $7.3B | $80.6B |
负债/权益比
AXTA
RJF
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.78× | — | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $21.0M | — |
| 自由现金流率自由现金流/营收 | 0.4% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $491.0M | — |
8季度趋势,按日历期对齐
经营现金流
AXTA
RJF
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $-10.0M | ||
| Q3 25 | $137.0M | $796.0M | ||
| Q2 25 | $142.0M | $691.0M | ||
| Q1 25 | $26.0M | $117.0M | ||
| Q4 24 | $234.0M | $830.0M | ||
| Q3 24 | $194.0M | $510.0M | ||
| Q2 24 | $114.0M | $711.0M |
自由现金流
AXTA
RJF
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | $-56.0M | ||
| Q3 25 | $87.0M | $752.0M | ||
| Q2 25 | $97.0M | $634.0M | ||
| Q1 25 | $-17.0M | $71.0M | ||
| Q4 24 | $172.0M | $789.0M | ||
| Q3 24 | $161.0M | $460.0M | ||
| Q2 24 | $91.0M | $655.0M |
自由现金流率
AXTA
RJF
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | -1.3% | ||
| Q3 25 | 6.8% | 17.9% | ||
| Q2 25 | 7.4% | 16.5% | ||
| Q1 25 | -1.3% | 1.8% | ||
| Q4 24 | 13.1% | 19.6% | ||
| Q3 24 | 12.2% | 11.5% | ||
| Q2 24 | 6.7% | 17.4% |
资本支出强度
AXTA
RJF
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 1.1% | ||
| Q3 25 | 3.9% | 1.1% | ||
| Q2 25 | 3.4% | 1.5% | ||
| Q1 25 | 3.4% | 1.2% | ||
| Q4 24 | 4.7% | 1.0% | ||
| Q3 24 | 2.5% | 1.2% | ||
| Q2 24 | 1.7% | 1.5% |
现金转化率
AXTA
RJF
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | -0.02× | ||
| Q3 25 | 1.25× | 1.32× | ||
| Q2 25 | 1.30× | 1.58× | ||
| Q1 25 | 0.26× | 0.24× | ||
| Q4 24 | 1.71× | 1.38× | ||
| Q3 24 | 1.92× | 0.85× | ||
| Q2 24 | 1.02× | 1.45× |
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
暂无分部数据
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |