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COMMERCE BANCSHARES INC（CBSH）与POWELL INDUSTRIES INC（POWL）财务数据对比。点击上方公司名可切换其他公司
COMMERCE BANCSHARES INC的季度营收约是POWELL INDUSTRIES INC的1.9倍（$475.7M vs $251.2M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 16.5%，领先13.3%），COMMERCE BANCSHARES INC同比增速更快（11.1% vs 4.0%），过去两年COMMERCE BANCSHARES INC的营收复合增速更高（7.1% vs -0.8%）
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
CBSH vs POWL — 直观对比
营收规模更大
CBSH
是对方的1.9倍
$251.2M
营收增速更快
CBSH
高出7.1%
4.0%
净利率更高
CBSH
高出13.3%
16.5%
两年增速更快
CBSH
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $475.7M | $251.2M |
| 净利润 | $141.6M | $41.4M |
| 毛利率 | — | 28.4% |
| 营业利润率 | — | 17.0% |
| 净利率 | 29.8% | 16.5% |
| 营收同比 | 11.1% | 4.0% |
| 净利润同比 | 10.5% | 19.1% |
| 每股收益（稀释后） | $0.96 | $3.40 |
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CBSHPOWL
| Q1 26 | $475.7M | — | ||
| Q4 25 | $449.4M | $251.2M | ||
| Q3 25 | $441.0M | $298.0M | ||
| Q2 25 | $445.8M | $286.3M | ||
| Q1 25 | $428.1M | $278.6M | ||
| Q4 24 | $422.1M | $241.4M | ||
| Q3 24 | $421.4M | $275.1M | ||
| Q2 24 | $414.5M | $288.2M |
净利润CBSHPOWL
| Q1 26 | $141.6M | — | ||
| Q4 25 | $140.7M | $41.4M | ||
| Q3 25 | $141.5M | $51.4M | ||
| Q2 25 | $152.5M | $48.2M | ||
| Q1 25 | $131.6M | $46.3M | ||
| Q4 24 | $136.1M | $34.8M | ||
| Q3 24 | $138.0M | $46.1M | ||
| Q2 24 | $139.6M | $46.2M |
毛利率CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | — | 28.4% | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | — | 29.2% | ||
| Q2 24 | — | 28.4% |
营业利润率CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | 40.8% | 17.0% | ||
| Q3 25 | 41.9% | 21.2% | ||
| Q2 25 | 44.0% | 21.0% | ||
| Q1 25 | 39.2% | 21.1% | ||
| Q4 24 | 41.2% | 14.7% | ||
| Q3 24 | 42.4% | 20.4% | ||
| Q2 24 | 43.4% | 19.9% |
净利率CBSHPOWL
| Q1 26 | 29.8% | — | ||
| Q4 25 | 31.3% | 16.5% | ||
| Q3 25 | 32.1% | 17.3% | ||
| Q2 25 | 34.2% | 16.8% | ||
| Q1 25 | 30.7% | 16.6% | ||
| Q4 24 | 32.2% | 14.4% | ||
| Q3 24 | 32.8% | 16.7% | ||
| Q2 24 | 33.7% | 16.0% |
每股收益（稀释后）CBSHPOWL
| Q1 26 | $0.96 | — | ||
| Q4 25 | $0.86 | $3.40 | ||
| Q3 25 | $1.06 | $4.23 | ||
| Q2 25 | $1.14 | $3.96 | ||
| Q1 25 | $0.98 | $3.81 | ||
| Q4 24 | $0.83 | $2.86 | ||
| Q3 24 | $1.01 | $3.77 | ||
| Q2 24 | $1.03 | $3.79 |
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 | — | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $668.9M |
| 总资产 | $35.7B | $1.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | — | $500.8M | ||
| Q3 25 | — | $475.5M | ||
| Q2 25 | — | $433.0M | ||
| Q1 25 | — | $389.3M | ||
| Q4 24 | — | $373.4M | ||
| Q3 24 | — | $358.4M | ||
| Q2 24 | — | $374.0M |
股东权益CBSHPOWL
| Q1 26 | $4.3B | — | ||
| Q4 25 | $3.8B | $668.9M | ||
| Q3 25 | $3.8B | $640.8M | ||
| Q2 25 | $3.6B | $594.9M | ||
| Q1 25 | $3.5B | $541.4M | ||
| Q4 24 | $3.3B | $496.3M | ||
| Q3 24 | $3.4B | $483.1M | ||
| Q2 24 | $3.1B | $436.7M |
总资产CBSHPOWL
| Q1 26 | $35.7B | — | ||
| Q4 25 | $32.9B | $1.1B | ||
| Q3 25 | $32.3B | $1.1B | ||
| Q2 25 | $32.3B | $1.0B | ||
| Q1 25 | $32.4B | $965.4M | ||
| Q4 24 | $32.0B | $912.7M | ||
| Q3 24 | $31.5B | $928.2M | ||
| Q2 24 | $30.6B | $869.0M |
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 | — | $43.6M |
| 自由现金流经营现金流 - 资本支出 | — | $41.6M |
| 自由现金流率自由现金流/营收 | — | 16.6% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 1.05× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
经营现金流CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | $645.1M | $43.6M | ||
| Q3 25 | $129.0M | $61.1M | ||
| Q2 25 | $111.2M | $47.4M | ||
| Q1 25 | $138.6M | $22.4M | ||
| Q4 24 | $577.9M | $37.1M | ||
| Q3 24 | $431.7M | $-6.0M | ||
| Q2 24 | $147.4M | $13.8M |
自由现金流CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | $592.4M | $41.6M | ||
| Q3 25 | $113.3M | $59.3M | ||
| Q2 25 | $100.5M | $42.3M | ||
| Q1 25 | $126.0M | $18.3M | ||
| Q4 24 | $531.7M | $34.9M | ||
| Q3 24 | $419.1M | $-14.4M | ||
| Q2 24 | $138.9M | $12.4M |
自由现金流率CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | 131.8% | 16.6% | ||
| Q3 25 | 25.7% | 19.9% | ||
| Q2 25 | 22.5% | 14.8% | ||
| Q1 25 | 29.4% | 6.6% | ||
| Q4 24 | 126.0% | 14.4% | ||
| Q3 24 | 99.5% | -5.3% | ||
| Q2 24 | 33.5% | 4.3% |
资本支出强度CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | 11.7% | 0.8% | ||
| Q3 25 | 3.6% | 0.6% | ||
| Q2 25 | 2.4% | 1.8% | ||
| Q1 25 | 2.9% | 1.5% | ||
| Q4 24 | 10.9% | 0.9% | ||
| Q3 24 | 3.0% | 3.1% | ||
| Q2 24 | 2.1% | 0.5% |
现金转化率CBSHPOWL
| Q1 26 | — | — | ||
| Q4 25 | 4.59× | 1.05× | ||
| Q3 25 | 0.91× | 1.19× | ||
| Q2 25 | 0.73× | 0.98× | ||
| Q1 25 | 1.05× | 0.48× | ||
| Q4 24 | 4.25× | 1.07× | ||
| Q3 24 | 3.13× | -0.13× | ||
| Q2 24 | 1.06× | 0.30× |
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
CBSH
暂无分部数据
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
