vs
艾仕得(AXTA)与史丹利百得(SWK)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史丹利百得的1.4倍($5.1B vs $3.8B),艾仕得净利率更高(1.8% vs 1.4%,领先0.4%),史丹利百得同比增速更快(0.1% vs -0.6%),史丹利百得自由现金流更多($155.3M vs $21.0M),过去两年艾仕得的营收复合增速更高(94.5% vs 0.3%)
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。
史丹利百得是美国知名的工业工具、家用五金产品制造商,同时提供安防类产品,前身为史丹利工具有限公司,由史丹利与百得于2010年3月12日合并而来,总部位于康涅狄格州大哈特福德地区的新不列颠市。
AXTA vs SWK — 直观对比
营收规模更大
AXTA
是对方的1.4倍
$3.8B
营收增速更快
SWK
高出0.8%
-0.6%
净利率更高
AXTA
高出0.4%
1.4%
自由现金流更多
SWK
多$134.3M
$21.0M
两年增速更快
AXTA
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $5.1B | $3.8B |
| 净利润 | $91.0M | $51.4M |
| 毛利率 | 83.6% | 31.4% |
| 营业利润率 | 2.9% | — |
| 净利率 | 1.8% | 1.4% |
| 营收同比 | -0.6% | 0.1% |
| 净利润同比 | -9.1% | -43.6% |
| 每股收益(稀释后) | $0.42 | $0.34 |
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
SWK
| Q1 26 | $5.1B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | $3.8B | ||
| Q2 25 | $1.3B | $3.9B | ||
| Q1 25 | $1.3B | $3.7B | ||
| Q4 24 | $1.3B | $3.7B | ||
| Q3 24 | $1.3B | $3.8B | ||
| Q2 24 | $1.4B | $4.0B |
净利润
AXTA
SWK
| Q1 26 | $91.0M | — | ||
| Q4 25 | $60.0M | — | ||
| Q3 25 | $110.0M | $51.4M | ||
| Q2 25 | $109.0M | $101.9M | ||
| Q1 25 | $99.0M | $90.4M | ||
| Q4 24 | $137.0M | $194.9M | ||
| Q3 24 | $101.0M | $91.1M | ||
| Q2 24 | $112.0M | $-11.2M |
毛利率
AXTA
SWK
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | 31.4% | ||
| Q2 25 | 35.0% | 27.0% | ||
| Q1 25 | 34.3% | 29.9% | ||
| Q4 24 | 34.1% | 30.8% | ||
| Q3 24 | 35.0% | 29.9% | ||
| Q2 24 | 34.0% | 28.4% |
营业利润率
AXTA
SWK
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 13.9% | — | ||
| Q4 24 | 14.3% | 3.4% | ||
| Q3 24 | 14.6% | 10.6% | ||
| Q2 24 | 15.2% | 9.5% |
净利率
AXTA
SWK
| Q1 26 | 1.8% | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 8.5% | 1.4% | ||
| Q2 25 | 8.4% | 2.6% | ||
| Q1 25 | 7.8% | 2.4% | ||
| Q4 24 | 10.5% | 5.2% | ||
| Q3 24 | 7.7% | 2.4% | ||
| Q2 24 | 8.3% | -0.3% |
每股收益(稀释后)
AXTA
SWK
| Q1 26 | $0.42 | — | ||
| Q4 25 | $0.28 | — | ||
| Q3 25 | $0.51 | $0.34 | ||
| Q2 25 | $0.50 | $0.67 | ||
| Q1 25 | $0.45 | $0.60 | ||
| Q4 24 | $0.63 | $1.29 | ||
| Q3 24 | $0.46 | $0.60 | ||
| Q2 24 | $0.51 | $-0.07 |
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 | $268.3M |
| 总债务越低越好 | $3.1B | $5.3B |
| 股东权益账面价值 | $2.5B | $9.0B |
| 总资产 | $7.6B | $21.8B |
| 负债/权益比越低杠杆越低 | 1.27× | 0.59× |
8季度趋势,按日历期对齐
现金及短期投资
AXTA
SWK
| Q1 26 | $608.0M | — | ||
| Q4 25 | $657.0M | — | ||
| Q3 25 | $606.0M | $268.3M | ||
| Q2 25 | $625.0M | $311.8M | ||
| Q1 25 | $575.0M | $344.8M | ||
| Q4 24 | $593.0M | $290.5M | ||
| Q3 24 | $567.0M | $298.7M | ||
| Q2 24 | $840.0M | $318.5M |
总债务
AXTA
SWK
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.4B | $5.3B | ||
| Q2 25 | $3.4B | $5.6B | ||
| Q1 25 | $3.4B | $5.6B | ||
| Q4 24 | $3.4B | $6.1B | ||
| Q3 24 | $3.5B | $6.1B | ||
| Q2 24 | $3.6B | $6.1B |
股东权益
AXTA
SWK
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $9.0B | ||
| Q2 25 | $2.3B | $9.1B | ||
| Q1 25 | $2.1B | $8.8B | ||
| Q4 24 | $1.9B | $8.7B | ||
| Q3 24 | $1.9B | $8.9B | ||
| Q2 24 | $1.8B | $8.7B |
总资产
AXTA
SWK
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | — | ||
| Q3 25 | $7.8B | $21.8B | ||
| Q2 25 | $7.8B | $22.5B | ||
| Q1 25 | $7.4B | $22.5B | ||
| Q4 24 | $7.2B | $21.8B | ||
| Q3 24 | $7.5B | $22.5B | ||
| Q2 24 | $7.3B | $22.5B |
负债/权益比
AXTA
SWK
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | — | ||
| Q3 25 | 1.48× | 0.59× | ||
| Q2 25 | 1.50× | 0.62× | ||
| Q1 25 | 1.64× | 0.63× | ||
| Q4 24 | 1.78× | 0.70× | ||
| Q3 24 | 1.84× | 0.69× | ||
| Q2 24 | 2.02× | 0.70× |
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 | — | $221.2M |
| 自由现金流经营现金流 - 资本支出 | $21.0M | $155.3M |
| 自由现金流率自由现金流/营收 | 0.4% | 4.1% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | — | 4.30× |
| 过去12个月自由现金流最近4个季度 | $491.0M | $369.6M |
8季度趋势,按日历期对齐
经营现金流
AXTA
SWK
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | — | ||
| Q3 25 | $137.0M | $221.2M | ||
| Q2 25 | $142.0M | $214.3M | ||
| Q1 25 | $26.0M | $-420.0M | ||
| Q4 24 | $234.0M | $679.1M | ||
| Q3 24 | $194.0M | $285.8M | ||
| Q2 24 | $114.0M | $573.0M |
自由现金流
AXTA
SWK
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | — | ||
| Q3 25 | $87.0M | $155.3M | ||
| Q2 25 | $97.0M | $134.7M | ||
| Q1 25 | $-17.0M | $-485.0M | ||
| Q4 24 | $172.0M | $564.6M | ||
| Q3 24 | $161.0M | $199.3M | ||
| Q2 24 | $91.0M | $485.8M |
自由现金流率
AXTA
SWK
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | — | ||
| Q3 25 | 6.8% | 4.1% | ||
| Q2 25 | 7.4% | 3.4% | ||
| Q1 25 | -1.3% | -13.0% | ||
| Q4 24 | 13.1% | 15.2% | ||
| Q3 24 | 12.2% | 5.3% | ||
| Q2 24 | 6.7% | 12.1% |
资本支出强度
AXTA
SWK
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 3.9% | 1.8% | ||
| Q2 25 | 3.4% | 2.0% | ||
| Q1 25 | 3.4% | 1.7% | ||
| Q4 24 | 4.7% | 3.1% | ||
| Q3 24 | 2.5% | 2.3% | ||
| Q2 24 | 1.7% | 2.2% |
现金转化率
AXTA
SWK
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | — | ||
| Q3 25 | 1.25× | 4.30× | ||
| Q2 25 | 1.30× | 2.10× | ||
| Q1 25 | 0.26× | -4.65× | ||
| Q4 24 | 1.71× | 3.48× | ||
| Q3 24 | 1.92× | 3.14× | ||
| Q2 24 | 1.02× | — |
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
SWK
| Tools And Outdoor Segment | $3.3B | 87% |
| Engineered Fastening Segment | $500.5M | 13% |