vs
A2Z CUST2MATE SOLUTIONS CORP.(AZ)与伊萨(ESAB)财务数据对比。点击上方公司名可切换其他公司
伊萨的季度营收约是A2Z CUST2MATE SOLUTIONS CORP.的470.5倍($727.8M vs $1.5M)。伊萨净利率更高(7.5% vs -90.4%,领先98.0%)。伊萨同比增速更快(8.5% vs -1.6%)
ESAB(全称Elektriska Svetsnings-Aktiebolaget)是一家美国与瑞典合资的跨国工业企业,主营焊接、切割设备及配套耗材的研发、生产与销售,为全球制造业、基建等多领域客户提供专业可靠的工业解决方案,在全球工业市场拥有较高知名度。
AZ vs ESAB — 直观对比
营收规模更大
ESAB
是对方的470.5倍
$1.5M
营收增速更快
ESAB
高出10.1%
-1.6%
净利率更高
ESAB
高出98.0%
-90.4%
损益表 — Q3 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5M | $727.8M |
| 净利润 | $-1.4M | $54.8M |
| 毛利率 | 34.0% | 37.0% |
| 营业利润率 | -265.9% | 14.6% |
| 净利率 | -90.4% | 7.5% |
| 营收同比 | -1.6% | 8.5% |
| 净利润同比 | 60.4% | 2.1% |
| 每股收益(稀释后) | — | $0.90 |
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
AZ
ESAB
| Q4 25 | — | $727.8M | ||
| Q3 25 | $1.5M | $715.6M | ||
| Q2 25 | $1.2M | $678.1M | ||
| Q1 25 | $2.0M | — | ||
| Q4 24 | — | $670.8M | ||
| Q3 24 | $1.6M | $673.3M | ||
| Q2 24 | $1.1M | $707.1M | ||
| Q1 24 | — | $689.7M |
净利润
AZ
ESAB
| Q4 25 | — | $54.8M | ||
| Q3 25 | $-1.4M | $66.9M | ||
| Q2 25 | $-12.6M | $67.4M | ||
| Q1 25 | $-6.8M | — | ||
| Q4 24 | — | $53.7M | ||
| Q3 24 | $-3.5M | $68.2M | ||
| Q2 24 | $-3.2M | $82.9M | ||
| Q1 24 | — | $60.0M |
毛利率
AZ
ESAB
| Q4 25 | — | 37.0% | ||
| Q3 25 | 34.0% | 37.2% | ||
| Q2 25 | 23.3% | 37.6% | ||
| Q1 25 | 31.7% | — | ||
| Q4 24 | — | 38.5% | ||
| Q3 24 | 43.9% | 37.7% | ||
| Q2 24 | 7.4% | 38.2% | ||
| Q1 24 | — | 37.0% |
营业利润率
AZ
ESAB
| Q4 25 | — | 14.6% | ||
| Q3 25 | -265.9% | 15.2% | ||
| Q2 25 | -585.9% | 16.2% | ||
| Q1 25 | -381.4% | — | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | -167.0% | 15.7% | ||
| Q2 24 | -272.1% | 16.9% | ||
| Q1 24 | — | 16.0% |
净利率
AZ
ESAB
| Q4 25 | — | 7.5% | ||
| Q3 25 | -90.4% | 9.3% | ||
| Q2 25 | -1085.4% | 9.9% | ||
| Q1 25 | -342.1% | — | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | -224.7% | 10.1% | ||
| Q2 24 | -277.4% | 11.7% | ||
| Q1 24 | — | 8.7% |
每股收益(稀释后)
AZ
ESAB
| Q4 25 | — | $0.90 | ||
| Q3 25 | — | $1.09 | ||
| Q2 25 | — | $1.10 | ||
| Q1 25 | $-0.19 | — | ||
| Q4 24 | — | $0.87 | ||
| Q3 24 | $-0.15 | $1.11 | ||
| Q2 24 | $-0.05 | $1.35 | ||
| Q1 24 | — | $0.98 |
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 | $43.2M | $218.2M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $71.3M | $2.1B |
| 总资产 | $81.9M | $4.9B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势,按日历期对齐
现金及短期投资
AZ
ESAB
| Q4 25 | — | $218.2M | ||
| Q3 25 | $43.2M | $258.2M | ||
| Q2 25 | $28.5M | $291.3M | ||
| Q1 25 | $24.2M | — | ||
| Q4 24 | — | $249.4M | ||
| Q3 24 | $3.4M | $253.7M | ||
| Q2 24 | $653.0K | $228.5M | ||
| Q1 24 | — | $76.5M |
总债务
AZ
ESAB
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $992.8M |
股东权益
AZ
ESAB
| Q4 25 | — | $2.1B | ||
| Q3 25 | $71.3M | $2.1B | ||
| Q2 25 | $31.5M | $1.9B | ||
| Q1 25 | $31.3M | — | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $-504.0K | $1.8B | ||
| Q2 24 | $-340.0K | $1.7B | ||
| Q1 24 | — | $1.6B |
总资产
AZ
ESAB
| Q4 25 | — | $4.9B | ||
| Q3 25 | $81.9M | $4.4B | ||
| Q2 25 | $46.1M | $4.2B | ||
| Q1 25 | $42.2M | — | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | $10.2M | $4.1B | ||
| Q2 24 | $7.2M | $4.0B | ||
| Q1 24 | — | $3.8B |
负债/权益比
AZ
ESAB
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.61× |
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 | $-4.0M | $81.5M |
| 自由现金流经营现金流 - 资本支出 | — | $70.3M |
| 自由现金流率自由现金流/营收 | — | 9.7% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | 1.49× |
| 过去12个月自由现金流最近4个季度 | — | $238.0M |
8季度趋势,按日历期对齐
经营现金流
AZ
ESAB
| Q4 25 | — | $81.5M | ||
| Q3 25 | $-4.0M | $46.6M | ||
| Q2 25 | $-5.9M | $35.4M | ||
| Q1 25 | $-3.8M | — | ||
| Q4 24 | — | $126.9M | ||
| Q3 24 | $-658.0K | $101.0M | ||
| Q2 24 | $-3.7M | $83.0M | ||
| Q1 24 | — | $44.5M |
自由现金流
AZ
ESAB
| Q4 25 | — | $70.3M | ||
| Q3 25 | — | $37.4M | ||
| Q2 25 | — | $28.1M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $102.2M | ||
| Q3 24 | — | $90.4M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | — | $37.1M |
自由现金流率
AZ
ESAB
| Q4 25 | — | 9.7% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 15.2% | ||
| Q3 24 | — | 13.4% | ||
| Q2 24 | — | 10.5% | ||
| Q1 24 | — | 5.4% |
资本支出强度
AZ
ESAB
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.1% |
现金转化率
AZ
ESAB
| Q4 25 | — | 1.49× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.36× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 0.74× |
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
AZ
暂无分部数据
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |