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艾仕得（AXTA）与思佳讯（SWKS）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思佳讯的1.3倍（$1.3B vs $943.7M），艾仕得净利率更高（4.8% vs 3.8%，领先1.0%），思佳讯同比增速更快（-1.0% vs -3.7%），过去两年思佳讯的营收复合增速更高（2.1% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
AXTA vs SWKS — 直观对比
营收规模更大
AXTA
是对方的1.3倍
$943.7M
营收增速更快
SWKS
高出2.7%
-3.7%
净利率更高
AXTA
高出1.0%
3.8%
两年增速更快
SWKS
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $943.7M |
| 净利润 | $60.0M | $35.6M |
| 毛利率 | 33.4% | 40.8% |
| 营业利润率 | 12.8% | 4.5% |
| 净利率 | 4.8% | 3.8% |
| 营收同比 | -3.7% | -1.0% |
| 净利润同比 | -56.2% | -48.2% |
| 每股收益（稀释后） | $0.28 | $0.24 |
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AXTASWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | $965.0M | ||
| Q1 25 | $1.3B | $953.2M | ||
| Q4 24 | $1.3B | $1.1B | ||
| Q3 24 | $1.3B | $1.0B |
净利润AXTASWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $60.0M | $141.4M | ||
| Q3 25 | $110.0M | — | ||
| Q2 25 | $109.0M | $105.0M | ||
| Q1 25 | $99.0M | $68.7M | ||
| Q4 24 | $137.0M | $162.0M | ||
| Q3 24 | $101.0M | $60.5M |
毛利率AXTASWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 33.4% | 40.7% | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 35.0% | 41.6% | ||
| Q1 25 | 34.3% | 41.1% | ||
| Q4 24 | 34.1% | 41.4% | ||
| Q3 24 | 35.0% | 41.9% |
营业利润率AXTASWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | 12.8% | 10.1% | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 14.8% | 11.5% | ||
| Q1 25 | 13.9% | 10.2% | ||
| Q4 24 | 14.3% | 16.9% | ||
| Q3 24 | 14.6% | 5.8% |
净利率AXTASWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 4.8% | 12.9% | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 8.4% | 10.9% | ||
| Q1 25 | 7.8% | 7.2% | ||
| Q4 24 | 10.5% | 15.2% | ||
| Q3 24 | 7.7% | 5.9% |
每股收益（稀释后）AXTASWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.28 | $0.95 | ||
| Q3 25 | $0.51 | — | ||
| Q2 25 | $0.50 | $0.70 | ||
| Q1 25 | $0.45 | $0.43 | ||
| Q4 24 | $0.63 | $1.00 | ||
| Q3 24 | $0.46 | $0.36 |
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 | $5.8B |
| 总资产 | $7.6B | $7.9B |
| 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AXTASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $657.0M | $1.4B | ||
| Q3 25 | $606.0M | — | ||
| Q2 25 | $625.0M | $1.3B | ||
| Q1 25 | $575.0M | $1.5B | ||
| Q4 24 | $593.0M | $1.7B | ||
| Q3 24 | $567.0M | $1.6B |
总债务AXTASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $3.2B | $496.4M | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | $496.2M | ||
| Q1 25 | $3.4B | $995.1M | ||
| Q4 24 | $3.4B | $994.7M | ||
| Q3 24 | $3.5B | $994.3M |
股东权益AXTASWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $2.3B | $5.8B | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.3B | $5.7B | ||
| Q1 25 | $2.1B | $5.9B | ||
| Q4 24 | $1.9B | $6.4B | ||
| Q3 24 | $1.9B | $6.3B |
总资产AXTASWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $7.6B | $7.9B | ||
| Q3 25 | $7.8B | — | ||
| Q2 25 | $7.8B | $7.7B | ||
| Q1 25 | $7.4B | $7.9B | ||
| Q4 24 | $7.2B | $8.3B | ||
| Q3 24 | $7.5B | $8.3B |
负债/权益比AXTASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 1.36× | 0.09× | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.50× | 0.09× | ||
| Q1 25 | 1.64× | 0.17× | ||
| Q4 24 | 1.78× | 0.16× | ||
| Q3 24 | 1.84× | 0.16× |
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 | $50.3M |
| 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% | 8.7% |
| 现金转化率经营现金流/净利润 | 5.73× | 1.41× |
| 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AXTASWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $344.0M | $200.0M | ||
| Q3 25 | $137.0M | — | ||
| Q2 25 | $142.0M | $314.2M | ||
| Q1 25 | $26.0M | $409.4M | ||
| Q4 24 | $234.0M | $377.2M | ||
| Q3 24 | $194.0M | $476.1M |
自由现金流AXTASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $286.0M | $144.0M | ||
| Q3 25 | $87.0M | — | ||
| Q2 25 | $97.0M | $252.7M | ||
| Q1 25 | $-17.0M | $370.9M | ||
| Q4 24 | $172.0M | $338.2M | ||
| Q3 24 | $161.0M | $393.3M |
自由现金流率AXTASWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 22.7% | 13.1% | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 7.4% | 26.2% | ||
| Q1 25 | -1.3% | 38.9% | ||
| Q4 24 | 13.1% | 31.7% | ||
| Q3 24 | 12.2% | 38.4% |
资本支出强度AXTASWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 4.6% | 5.1% | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 3.4% | 6.4% | ||
| Q1 25 | 3.4% | 4.0% | ||
| Q4 24 | 4.7% | 3.6% | ||
| Q3 24 | 2.5% | 8.1% |
现金转化率AXTASWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 5.73× | 1.41× | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.30× | 2.99× | ||
| Q1 25 | 0.26× | 5.96× | ||
| Q4 24 | 1.71× | 2.33× | ||
| Q3 24 | 1.92× | 7.87× |
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% |
SWKS
暂无分部数据
