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Maplebear Inc.（CART）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
Maplebear Inc.的季度营收约是富兰克林电气的2.0倍（$992.0M vs $500.4M），Maplebear Inc.净利率更高（8.2% vs 6.9%，领先1.2%），Maplebear Inc.同比增速更快（12.3% vs 9.9%），过去两年Maplebear Inc.的营收复合增速更高（10.0% vs -4.0%）
Maplebear Inc. 以Instacart为品牌开展业务，是总部位于美国旧金山的零售媒体及配送企业，在美国和加拿大运营生鲜杂货配送与自提服务。用户可通过官网及移动应用从合作商户订购食品杂货，在法律允许的地区还可选购酒类商品，所有订单由专属采购专员负责拣选、打包并配送上门。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
CART vs FELE — 直观对比
营收规模更大
CART
是对方的2.0倍
$500.4M
营收增速更快
CART
高出2.4%
9.9%
净利率更高
CART
高出1.2%
6.9%
两年增速更快
CART
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $992.0M | $500.4M |
| 净利润 | $81.0M | $34.7M |
| 毛利率 | 72.3% | 35.0% |
| 营业利润率 | 9.9% | 9.6% |
| 净利率 | 8.2% | 6.9% |
| 营收同比 | 12.3% | 9.9% |
| 净利润同比 | -45.3% | 10.6% |
| 每股收益（稀释后） | $0.31 | $0.77 |
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CARTFELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $992.0M | $506.9M | ||
| Q3 25 | $939.0M | $581.7M | ||
| Q2 25 | $914.0M | $587.4M | ||
| Q1 25 | $897.0M | $455.2M | ||
| Q4 24 | $883.0M | $485.7M | ||
| Q3 24 | $852.0M | $531.4M | ||
| Q2 24 | $823.0M | $543.3M |
净利润CARTFELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | $81.0M | $39.3M | ||
| Q3 25 | $144.0M | $16.7M | ||
| Q2 25 | $116.0M | $60.1M | ||
| Q1 25 | $106.0M | $31.0M | ||
| Q4 24 | $148.0M | $33.7M | ||
| Q3 24 | $118.0M | $54.6M | ||
| Q2 24 | $61.0M | $59.1M |
毛利率CARTFELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | 72.3% | 33.8% | ||
| Q3 25 | 73.7% | 35.9% | ||
| Q2 25 | 74.2% | 36.1% | ||
| Q1 25 | 74.8% | 36.0% | ||
| Q4 24 | 75.2% | 33.8% | ||
| Q3 24 | 75.2% | 35.7% | ||
| Q2 24 | 75.7% | 36.8% |
营业利润率CARTFELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | 9.9% | 10.2% | ||
| Q3 25 | 17.7% | 14.6% | ||
| Q2 25 | 13.6% | 15.0% | ||
| Q1 25 | 12.3% | 9.7% | ||
| Q4 24 | 17.6% | 8.9% | ||
| Q3 24 | 16.2% | 13.8% | ||
| Q2 24 | 6.3% | 14.6% |
净利率CARTFELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | 8.2% | 7.7% | ||
| Q3 25 | 15.3% | 2.9% | ||
| Q2 25 | 12.7% | 10.2% | ||
| Q1 25 | 11.8% | 6.8% | ||
| Q4 24 | 16.8% | 6.9% | ||
| Q3 24 | 13.8% | 10.3% | ||
| Q2 24 | 7.4% | 10.9% |
每股收益（稀释后）CARTFELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.31 | $0.87 | ||
| Q3 25 | $0.51 | $0.37 | ||
| Q2 25 | $0.41 | $1.31 | ||
| Q1 25 | $0.37 | $0.67 | ||
| Q4 24 | $0.53 | $0.73 | ||
| Q3 24 | $0.42 | $1.17 | ||
| Q2 24 | $0.20 | $1.26 |
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 | $687.0M | $80.4M |
| 总债务越低越好 | — | $134.4M |
| 股东权益账面价值 | $2.5B | $1.3B |
| 总资产 | $3.7B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资CARTFELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $687.0M | $99.7M | ||
| Q3 25 | $1.7B | $102.9M | ||
| Q2 25 | $1.6B | $104.6M | ||
| Q1 25 | $1.6B | $84.0M | ||
| Q4 24 | $1.4B | $220.5M | ||
| Q3 24 | $1.3B | $106.3M | ||
| Q2 24 | $1.4B | $58.1M |
总债务CARTFELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益CARTFELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.5B | $1.3B | ||
| Q3 25 | $3.5B | $1.3B | ||
| Q2 25 | $3.3B | $1.3B | ||
| Q1 25 | $3.2B | $1.3B | ||
| Q4 24 | $3.1B | $1.3B | ||
| Q3 24 | $2.9B | $1.3B | ||
| Q2 24 | $3.0B | $1.2B |
总资产CARTFELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $3.7B | $1.9B | ||
| Q3 25 | $4.5B | $2.0B | ||
| Q2 25 | $4.4B | $2.0B | ||
| Q1 25 | $4.3B | $1.9B | ||
| Q4 24 | $4.1B | $1.8B | ||
| Q3 24 | $3.9B | $1.8B | ||
| Q2 24 | $4.0B | $1.8B |
负债/权益比CARTFELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
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 | $183.0M | — |
| 自由现金流经营现金流 - 资本支出 | $171.0M | — |
| 自由现金流率自由现金流/营收 | 17.2% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 2.26× | — |
| 过去12个月自由现金流最近4个季度 | $910.0M | — |
8季度趋势，按日历期对齐
经营现金流CARTFELE
| Q1 26 | — | — | ||
| Q4 25 | $183.0M | $104.2M | ||
| Q3 25 | $287.0M | $102.7M | ||
| Q2 25 | $203.0M | $51.5M | ||
| Q1 25 | $298.0M | $-19.5M | ||
| Q4 24 | $153.0M | $110.3M | ||
| Q3 24 | $185.0M | $116.1M | ||
| Q2 24 | $244.0M | $36.4M |
自由现金流CARTFELE
| Q1 26 | — | — | ||
| Q4 25 | $171.0M | $88.7M | ||
| Q3 25 | $272.0M | $91.3M | ||
| Q2 25 | $187.0M | $39.9M | ||
| Q1 25 | $280.0M | $-26.3M | ||
| Q4 24 | $141.0M | $97.5M | ||
| Q3 24 | $171.0M | $106.6M | ||
| Q2 24 | $220.0M | $26.1M |
自由现金流率CARTFELE
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 17.5% | ||
| Q3 25 | 29.0% | 15.7% | ||
| Q2 25 | 20.5% | 6.8% | ||
| Q1 25 | 31.2% | -5.8% | ||
| Q4 24 | 16.0% | 20.1% | ||
| Q3 24 | 20.1% | 20.1% | ||
| Q2 24 | 26.7% | 4.8% |
资本支出强度CARTFELE
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 3.1% | ||
| Q3 25 | 1.6% | 2.0% | ||
| Q2 25 | 1.8% | 2.0% | ||
| Q1 25 | 2.0% | 1.5% | ||
| Q4 24 | 1.4% | 2.6% | ||
| Q3 24 | 1.6% | 1.8% | ||
| Q2 24 | 2.9% | 1.9% |
现金转化率CARTFELE
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 2.65× | ||
| Q3 25 | 1.99× | 6.14× | ||
| Q2 25 | 1.75× | 0.86× | ||
| Q1 25 | 2.81× | -0.63× | ||
| Q4 24 | 1.03× | 3.28× | ||
| Q3 24 | 1.57× | 2.13× | ||
| Q2 24 | 4.00× | 0.62× |
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
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
FELE
暂无分部数据
