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艾仕得（AXTA）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是艾仕得的1.3倍（$1.7B vs $1.3B），STIFEL FINANCIAL CORP净利率更高（15.1% vs 4.8%，领先10.3%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs -3.7%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs -1.2%）
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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
AXTA vs SF — 直观对比
营收规模更大
SF
是对方的1.3倍
$1.3B
营收增速更快
SF
高出21.5%
-3.7%
净利率更高
SF
高出10.3%
4.8%
两年增速更快
SF
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.7B |
| 净利润 | $60.0M | $251.4M |
| 毛利率 | 33.4% | — |
| 营业利润率 | 12.8% | 30.8% |
| 净利率 | 4.8% | 15.1% |
| 营收同比 | -3.7% | 17.7% |
| 净利润同比 | -56.2% | 374.4% |
| 每股收益（稀释后） | $0.28 | $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AXTASF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $962.6M | ||
| Q2 25 | $1.3B | $838.9M | ||
| Q1 25 | $1.3B | $842.5M | ||
| Q4 24 | $1.3B | $916.0M | ||
| Q3 24 | $1.3B | $810.9M | ||
| Q2 24 | $1.4B | $798.9M |
净利润AXTASF
| Q1 26 | — | $251.4M | ||
| Q4 25 | $60.0M | $264.4M | ||
| Q3 25 | $110.0M | $211.4M | ||
| Q2 25 | $109.0M | $155.1M | ||
| Q1 25 | $99.0M | $53.0M | ||
| Q4 24 | $137.0M | $244.0M | ||
| Q3 24 | $101.0M | $158.5M | ||
| Q2 24 | $112.0M | $165.3M |
毛利率AXTASF
| Q1 26 | — | — | ||
| 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AXTASF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 12.8% | 27.3% | ||
| Q3 25 | 15.8% | 29.7% | ||
| Q2 25 | 14.8% | 25.5% | ||
| Q1 25 | 13.9% | 7.5% | ||
| Q4 24 | 14.3% | 29.1% | ||
| Q3 24 | 14.6% | 26.7% | ||
| Q2 24 | 15.2% | 28.4% |
净利率AXTASF
| Q1 26 | — | 15.1% | ||
| Q4 25 | 4.8% | 23.5% | ||
| Q3 25 | 8.5% | 22.0% | ||
| Q2 25 | 8.4% | 18.5% | ||
| Q1 25 | 7.8% | 6.3% | ||
| Q4 24 | 10.5% | 26.6% | ||
| Q3 24 | 7.7% | 19.5% | ||
| Q2 24 | 8.3% | 20.7% |
每股收益（稀释后）AXTASF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.28 | $2.30 | ||
| Q3 25 | $0.51 | $1.84 | ||
| Q2 25 | $0.50 | $1.34 | ||
| Q1 25 | $0.45 | $0.39 | ||
| Q4 24 | $0.63 | $2.10 | ||
| Q3 24 | $0.46 | $1.34 | ||
| Q2 24 | $0.51 | $1.41 |
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 | — |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.3B | $332.3M |
| 总资产 | $7.6B | $42.9B |
| 负债/权益比越低杠杆越低 | 1.36× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTASF
| Q1 26 | — | — | ||
| Q4 25 | $657.0M | $2.3B | ||
| Q3 25 | $606.0M | $3.2B | ||
| Q2 25 | $625.0M | $1.9B | ||
| Q1 25 | $575.0M | $2.7B | ||
| Q4 24 | $593.0M | $2.6B | ||
| Q3 24 | $567.0M | $1.9B | ||
| Q2 24 | $840.0M | $2.6B |
总债务AXTASF
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $617.4M | ||
| Q3 25 | $3.4B | $617.2M | ||
| Q2 25 | $3.4B | $617.0M | ||
| Q1 25 | $3.4B | $616.8M | ||
| Q4 24 | $3.4B | $616.6M | ||
| Q3 24 | $3.5B | $616.4M | ||
| Q2 24 | $3.6B | $1.1B |
股东权益AXTASF
| Q1 26 | — | $332.3M | ||
| Q4 25 | $2.3B | $6.0B | ||
| Q3 25 | $2.3B | $5.8B | ||
| Q2 25 | $2.3B | $5.6B | ||
| Q1 25 | $2.1B | $5.5B | ||
| Q4 24 | $1.9B | $5.7B | ||
| Q3 24 | $1.9B | $5.6B | ||
| Q2 24 | $1.8B | $5.4B |
总资产AXTASF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $7.6B | $41.3B | ||
| Q3 25 | $7.8B | $41.7B | ||
| Q2 25 | $7.8B | $39.9B | ||
| Q1 25 | $7.4B | $40.4B | ||
| Q4 24 | $7.2B | $39.9B | ||
| Q3 24 | $7.5B | $38.9B | ||
| Q2 24 | $7.3B | $37.8B |
负债/权益比AXTASF
| Q1 26 | — | — | ||
| Q4 25 | 1.36× | 0.10× | ||
| Q3 25 | 1.48× | 0.11× | ||
| Q2 25 | 1.50× | 0.11× | ||
| Q1 25 | 1.64× | 0.11× | ||
| Q4 24 | 1.78× | 0.11× | ||
| Q3 24 | 1.84× | 0.11× | ||
| Q2 24 | 2.02× | 0.21× |
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% | — |
| 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AXTASF
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $382.4M | ||
| Q3 25 | $137.0M | $338.3M | ||
| Q2 25 | $142.0M | $607.5M | ||
| Q1 25 | $26.0M | $-211.2M | ||
| Q4 24 | $234.0M | $694.6M | ||
| Q3 24 | $194.0M | $198.3M | ||
| Q2 24 | $114.0M | $207.2M |
自由现金流AXTASF
| Q1 26 | — | — | ||
| Q4 25 | $286.0M | $369.0M | ||
| Q3 25 | $87.0M | $321.1M | ||
| Q2 25 | $97.0M | $592.7M | ||
| Q1 25 | $-17.0M | $-227.8M | ||
| Q4 24 | $172.0M | $677.2M | ||
| Q3 24 | $161.0M | $185.6M | ||
| Q2 24 | $91.0M | $173.3M |
自由现金流率AXTASF
| Q1 26 | — | — | ||
| Q4 25 | 22.7% | 32.7% | ||
| Q3 25 | 6.8% | 33.4% | ||
| Q2 25 | 7.4% | 70.6% | ||
| Q1 25 | -1.3% | -27.0% | ||
| Q4 24 | 13.1% | 73.9% | ||
| Q3 24 | 12.2% | 22.9% | ||
| Q2 24 | 6.7% | 21.7% |
资本支出强度AXTASF
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 1.2% | ||
| Q3 25 | 3.9% | 1.8% | ||
| Q2 25 | 3.4% | 1.8% | ||
| Q1 25 | 3.4% | 2.0% | ||
| Q4 24 | 4.7% | 1.9% | ||
| Q3 24 | 2.5% | 1.6% | ||
| Q2 24 | 1.7% | 4.2% |
现金转化率AXTASF
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | 1.45× | ||
| Q3 25 | 1.25× | 1.60× | ||
| Q2 25 | 1.30× | 3.92× | ||
| Q1 25 | 0.26× | -3.99× | ||
| Q4 24 | 1.71× | 2.85× | ||
| Q3 24 | 1.92× | 1.25× | ||
| Q2 24 | 1.02× | 1.25× |
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% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
