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富兰克林邓普顿（BEN）与欧文斯科宁（OC）财务数据对比。点击上方公司名可切换其他公司
富兰克林邓普顿的季度营收约是欧文斯科宁的1.1倍（$2.3B vs $2.1B），富兰克林邓普顿净利率更高（11.0% vs -13.9%，领先24.9%），富兰克林邓普顿同比增速更快（3.4% vs -24.6%），过去两年富兰克林邓普顿的营收复合增速更高（4.0% vs -3.5%）
富兰克林资源（运营品牌为富兰克林邓普顿）是美国跨国投资管理控股集团，1947年创立于纽约，纽交所上市代码为BEN，命名源自创始人敬仰的本杰明·富兰克林，是全球知名的综合投资服务机构。
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
BEN vs OC — 直观对比
营收规模更大
BEN
是对方的1.1倍
$2.1B
营收增速更快
BEN
高出27.9%
-24.6%
净利率更高
BEN
高出24.9%
-13.9%
两年增速更快
BEN
近两年复合增速
-3.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $2.1B |
| 净利润 | $255.5M | $-298.0M |
| 毛利率 | — | 23.2% |
| 营业利润率 | 12.1% | -10.5% |
| 净利率 | 11.0% | -13.9% |
| 营收同比 | 3.4% | -24.6% |
| 净利润同比 | 56.2% | -15.5% |
| 每股收益（稀释后） | $0.46 | $-3.47 |
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BENOC
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $2.3B | $2.7B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.2B | $3.0B | ||
| Q2 24 | $2.1B | $2.8B | ||
| Q1 24 | $2.2B | $2.3B |
净利润BENOC
| Q4 25 | $255.5M | $-298.0M | ||
| Q3 25 | $117.6M | $-494.0M | ||
| Q2 25 | $92.3M | $363.0M | ||
| Q1 25 | $151.4M | $-93.0M | ||
| Q4 24 | $163.6M | $-258.0M | ||
| Q3 24 | $-84.7M | $321.0M | ||
| Q2 24 | $174.0M | $285.0M | ||
| Q1 24 | $124.2M | $299.0M |
毛利率BENOC
| Q4 25 | — | 23.2% | ||
| Q3 25 | — | 28.2% | ||
| Q2 25 | — | 31.2% | ||
| Q1 25 | — | 28.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 31.1% | ||
| Q1 24 | — | 29.6% |
营业利润率BENOC
| Q4 25 | 12.1% | -10.5% | ||
| Q3 25 | 3.6% | -12.2% | ||
| Q2 25 | 7.5% | 18.4% | ||
| Q1 25 | 6.9% | 16.1% | ||
| Q4 24 | 9.7% | -8.5% | ||
| Q3 24 | -6.8% | 16.7% | ||
| Q2 24 | 10.5% | 16.4% | ||
| Q1 24 | 6.0% | 17.5% |
净利率BENOC
| Q4 25 | 11.0% | -13.9% | ||
| Q3 25 | 5.0% | -18.4% | ||
| Q2 25 | 4.5% | 13.2% | ||
| Q1 25 | 7.2% | -3.7% | ||
| Q4 24 | 7.3% | -9.1% | ||
| Q3 24 | -3.8% | 10.5% | ||
| Q2 24 | 8.2% | 10.2% | ||
| Q1 24 | 5.8% | 13.0% |
每股收益（稀释后）BENOC
| Q4 25 | $0.46 | $-3.47 | ||
| Q3 25 | $0.21 | $-5.92 | ||
| Q2 25 | $0.15 | $4.25 | ||
| Q1 25 | $0.26 | $-1.08 | ||
| Q4 24 | $0.29 | $-2.92 | ||
| Q3 24 | $-0.20 | $3.65 | ||
| Q2 24 | $0.32 | $3.24 | ||
| Q1 24 | $0.23 | $3.40 |
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 | — | $345.0M |
| 总债务越低越好 | $2.4B | $4.7B |
| 股东权益账面价值 | $12.1B | $3.9B |
| 总资产 | $32.5B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.19× | 1.22× |
8季度趋势，按日历期对齐
现金及短期投资BENOC
| Q4 25 | — | $345.0M | ||
| Q3 25 | — | $286.0M | ||
| Q2 25 | — | $230.0M | ||
| Q1 25 | — | $400.0M | ||
| Q4 24 | — | $361.0M | ||
| Q3 24 | — | $499.0M | ||
| Q2 24 | — | $254.0M | ||
| Q1 24 | — | $1.3B |
总债务BENOC
| Q4 25 | $2.4B | $4.7B | ||
| Q3 25 | $2.4B | $4.7B | ||
| Q2 25 | $2.7B | $5.1B | ||
| Q1 25 | $2.7B | $5.0B | ||
| Q4 24 | $2.8B | $5.1B | ||
| Q3 24 | $2.8B | $5.0B | ||
| Q2 24 | $3.0B | $5.0B | ||
| Q1 24 | $3.0B | $2.6B |
股东权益BENOC
| Q4 25 | $12.1B | $3.9B | ||
| Q3 25 | $12.1B | $4.4B | ||
| Q2 25 | $12.2B | $5.2B | ||
| Q1 25 | $12.3B | $4.9B | ||
| Q4 24 | $12.5B | $5.1B | ||
| Q3 24 | $12.5B | $5.6B | ||
| Q2 24 | $12.9B | $5.5B | ||
| Q1 24 | $12.9B | $5.2B |
总资产BENOC
| Q4 25 | $32.5B | $13.0B | ||
| Q3 25 | $32.4B | $13.5B | ||
| Q2 25 | $32.6B | $14.5B | ||
| Q1 25 | $32.0B | $14.3B | ||
| Q4 24 | $32.4B | $14.1B | ||
| Q3 24 | $32.5B | $15.1B | ||
| Q2 24 | $33.3B | $15.0B | ||
| Q1 24 | $32.9B | $11.3B |
负债/权益比BENOC
| Q4 25 | 0.19× | 1.22× | ||
| Q3 25 | 0.20× | 1.06× | ||
| Q2 25 | 0.22× | 0.98× | ||
| Q1 25 | 0.22× | 1.03× | ||
| Q4 24 | 0.22× | 1.01× | ||
| Q3 24 | 0.22× | 0.89× | ||
| Q2 24 | 0.24× | 0.92× | ||
| Q1 24 | 0.24× | 0.51× |
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 | $-255.1M | $590.0M |
| 自由现金流经营现金流 - 资本支出 | — | $333.0M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 12.0% |
| 现金转化率经营现金流/净利润 | -1.00× | — |
| 过去12个月自由现金流最近4个季度 | — | $962.0M |
8季度趋势，按日历期对齐
经营现金流BENOC
| Q4 25 | $-255.1M | $590.0M | ||
| Q3 25 | $-20.7M | $918.0M | ||
| Q2 25 | $1.3B | $327.0M | ||
| Q1 25 | $-50.1M | $-49.0M | ||
| Q4 24 | $-145.2M | $676.0M | ||
| Q3 24 | $558.2M | $699.0M | ||
| Q2 24 | $528.4M | $493.0M | ||
| Q1 24 | $136.6M | $24.0M |
自由现金流BENOC
| Q4 25 | — | $333.0M | ||
| Q3 25 | $-51.9M | $752.0M | ||
| Q2 25 | $1.3B | $129.0M | ||
| Q1 25 | $-87.6M | $-252.0M | ||
| Q4 24 | $-217.0M | $479.0M | ||
| Q3 24 | $488.4M | $558.0M | ||
| Q2 24 | $482.3M | $336.0M | ||
| Q1 24 | $94.9M | $-128.0M |
自由现金流率BENOC
| Q4 25 | — | 15.5% | ||
| Q3 25 | -2.2% | 28.0% | ||
| Q2 25 | 61.4% | 4.7% | ||
| Q1 25 | -4.1% | -10.0% | ||
| Q4 24 | -9.6% | 16.9% | ||
| Q3 24 | 22.1% | 18.3% | ||
| Q2 24 | 22.7% | 12.0% | ||
| Q1 24 | 4.4% | -5.6% |
资本支出强度BENOC
| Q4 25 | — | 12.0% | ||
| Q3 25 | 1.3% | 6.2% | ||
| Q2 25 | 0.7% | 7.2% | ||
| Q1 25 | 1.8% | 8.0% | ||
| Q4 24 | 3.2% | 6.9% | ||
| Q3 24 | 3.2% | 4.6% | ||
| Q2 24 | 2.2% | 5.6% | ||
| Q1 24 | 1.9% | 6.6% |
现金转化率BENOC
| Q4 25 | -1.00× | — | ||
| Q3 25 | -0.18× | — | ||
| Q2 25 | 13.89× | 0.90× | ||
| Q1 25 | -0.33× | — | ||
| Q4 24 | -0.89× | — | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | 3.04× | 1.73× | ||
| Q1 24 | 1.10× | 0.08× |
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
BEN
| Investment Advisory Management And Administrative Service | $1.8B | 79% |
| Sales And Distribution Fees | $388.7M | 17% |
| Shareholder Service | $70.9M | 3% |
| Service Other | $19.6M | 1% |
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
