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科慕（CC）与PIPER SANDLER COMPANIES（PIPR）财务数据对比。点击上方公司名可切换其他公司
科慕的季度营收约是PIPER SANDLER COMPANIES的2.0倍（$1.3B vs $667.0M），PIPER SANDLER COMPANIES净利率更高（17.1% vs -3.5%，领先20.6%），PIPER SANDLER COMPANIES同比增速更快（37.4% vs -2.1%），过去两年PIPER SANDLER COMPANIES的营收复合增速更高（39.2% vs -1.2%）
科慕公司是一家美国化工企业，2015年7月从杜邦分拆成立，总部位于美国特拉华州威尔明顿。公司主营产品包括具备不粘特性的知名品牌特氟龙（聚四氟乙烯PTFE）、二氧化钛以及制冷剂气体，在特种化工领域拥有深厚的技术积累。
Piper Sandler是一家美国跨国投资银行及金融服务提供商，核心业务覆盖并购重组、财务重整、公开募股、公共财政、机构经纪、投资管理、证券研究等领域，通过旗下核心子公司Piper Sandler & Co.为企业、机构投资者及公共组织提供专业金融服务。
CC vs PIPR — 直观对比
营收规模更大
CC
是对方的2.0倍
$667.0M
营收增速更快
PIPR
高出39.5%
-2.1%
净利率更高
PIPR
高出20.6%
-3.5%
两年增速更快
PIPR
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $667.0M |
| 净利润 | $-47.0M | $114.0M |
| 毛利率 | 11.7% | — |
| 营业利润率 | — | 28.3% |
| 净利率 | -3.5% | 17.1% |
| 营收同比 | -2.1% | 37.4% |
| 净利润同比 | -261.5% | 65.0% |
| 每股收益（稀释后） | $-0.32 | $6.41 |
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CCPIPR
| Q4 25 | $1.3B | $667.0M | ||
| Q3 25 | $1.5B | $480.1M | ||
| Q2 25 | $1.6B | $398.6M | ||
| Q1 25 | $1.4B | $358.6M | ||
| Q4 24 | $1.4B | $485.4M | ||
| Q3 24 | $1.5B | $360.9M | ||
| Q2 24 | $1.6B | $340.8M | ||
| Q1 24 | $1.4B | $344.4M |
净利润CCPIPR
| Q4 25 | $-47.0M | $114.0M | ||
| Q3 25 | $46.0M | $60.3M | ||
| Q2 25 | $-380.0M | $42.2M | ||
| Q1 25 | $-5.0M | $64.9M | ||
| Q4 24 | $-13.0M | $69.1M | ||
| Q3 24 | $-32.0M | $34.8M | ||
| Q2 24 | $60.0M | $34.8M | ||
| Q1 24 | $54.0M | $42.5M |
毛利率CCPIPR
| Q4 25 | 11.7% | — | ||
| Q3 25 | 15.6% | — | ||
| Q2 25 | 17.2% | — | ||
| Q1 25 | 17.3% | — | ||
| Q4 24 | 19.4% | — | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 19.8% | — | ||
| Q1 24 | 20.9% | — |
营业利润率CCPIPR
| Q4 25 | — | 28.3% | ||
| Q3 25 | 2.5% | 22.4% | ||
| Q2 25 | -15.4% | 12.3% | ||
| Q1 25 | — | 8.2% | ||
| Q4 24 | -0.1% | 16.9% | ||
| Q3 24 | -2.1% | 15.4% | ||
| Q2 24 | 4.4% | 8.3% | ||
| Q1 24 | 5.1% | 15.2% |
净利率CCPIPR
| Q4 25 | -3.5% | 17.1% | ||
| Q3 25 | 3.1% | 12.6% | ||
| Q2 25 | -23.5% | 10.6% | ||
| Q1 25 | -0.4% | 18.1% | ||
| Q4 24 | -1.0% | 14.2% | ||
| Q3 24 | -2.1% | 9.6% | ||
| Q2 24 | 3.9% | 10.2% | ||
| Q1 24 | 4.0% | 12.3% |
每股收益（稀释后）CCPIPR
| Q4 25 | $-0.32 | $6.41 | ||
| Q3 25 | $0.31 | $3.38 | ||
| Q2 25 | $-2.53 | $2.38 | ||
| Q1 25 | $-0.03 | $3.65 | ||
| Q4 24 | $-0.07 | $3.88 | ||
| Q3 24 | $-0.22 | $1.96 | ||
| Q2 24 | $0.39 | $1.97 | ||
| Q1 24 | $0.36 | $2.43 |
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 | $670.0M | — |
| 总债务越低越好 | $4.1B | — |
| 股东权益账面价值 | $250.0M | $1.4B |
| 总资产 | $7.4B | $2.6B |
| 负债/权益比越低杠杆越低 | 16.40× | — |
8季度趋势，按日历期对齐
现金及短期投资CCPIPR
| Q4 25 | $670.0M | — | ||
| Q3 25 | $613.0M | — | ||
| Q2 25 | $502.0M | — | ||
| Q1 25 | $464.0M | — | ||
| Q4 24 | $713.0M | — | ||
| Q3 24 | $596.0M | — | ||
| Q2 24 | $604.0M | — | ||
| Q1 24 | $746.0M | — |
总债务CCPIPR
| Q4 25 | $4.1B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $4.0B | — | ||
| Q1 24 | $4.0B | — |
股东权益CCPIPR
| Q4 25 | $250.0M | $1.4B | ||
| Q3 25 | $274.0M | $1.3B | ||
| Q2 25 | $228.0M | $1.2B | ||
| Q1 25 | $566.0M | $1.2B | ||
| Q4 24 | $571.0M | $1.2B | ||
| Q3 24 | $643.0M | $1.2B | ||
| Q2 24 | $714.0M | $1.1B | ||
| Q1 24 | $753.0M | $1.1B |
总资产CCPIPR
| Q4 25 | $7.4B | $2.6B | ||
| Q3 25 | $7.5B | $2.2B | ||
| Q2 25 | $7.5B | $2.0B | ||
| Q1 25 | $7.4B | $1.8B | ||
| Q4 24 | $7.5B | $2.3B | ||
| Q3 24 | $7.5B | $2.0B | ||
| Q2 24 | $7.2B | $1.9B | ||
| Q1 24 | $8.0B | $1.8B |
负债/权益比CCPIPR
| Q4 25 | 16.40× | — | ||
| Q3 25 | 14.96× | — | ||
| Q2 25 | 17.99× | — | ||
| Q1 25 | 7.18× | — | ||
| Q4 24 | 7.11× | — | ||
| Q3 24 | 6.20× | — | ||
| Q2 24 | 5.53× | — | ||
| Q1 24 | 5.27× | — |
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 | $137.0M | $729.8M |
| 自由现金流经营现金流 - 资本支出 | $92.0M | — |
| 自由现金流率自由现金流/营收 | 6.9% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | — | 6.40× |
| 过去12个月自由现金流最近4个季度 | $51.0M | — |
8季度趋势，按日历期对齐
经营现金流CCPIPR
| Q4 25 | $137.0M | $729.8M | ||
| Q3 25 | $146.0M | $31.9M | ||
| Q2 25 | $93.0M | $32.1M | ||
| Q1 25 | $-112.0M | $-207.2M | ||
| Q4 24 | $138.0M | $163.8M | ||
| Q3 24 | $139.0M | $80.1M | ||
| Q2 24 | $-620.0M | $266.5M | ||
| Q1 24 | $-290.0M | $-197.2M |
自由现金流CCPIPR
| Q4 25 | $92.0M | — | ||
| Q3 25 | $105.0M | — | ||
| Q2 25 | $50.0M | — | ||
| Q1 25 | $-196.0M | — | ||
| Q4 24 | $29.0M | — | ||
| Q3 24 | $63.0M | — | ||
| Q2 24 | $-693.0M | — | ||
| Q1 24 | $-392.0M | — |
自由现金流率CCPIPR
| Q4 25 | 6.9% | — | ||
| Q3 25 | 7.0% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | -14.3% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 4.2% | — | ||
| Q2 24 | -44.6% | — | ||
| Q1 24 | -28.8% | — |
资本支出强度CCPIPR
| Q4 25 | 3.4% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 6.1% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 7.5% | — |
现金转化率CCPIPR
| Q4 25 | — | 6.40× | ||
| Q3 25 | 3.17× | 0.53× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | -3.19× | ||
| Q4 24 | — | 2.37× | ||
| Q3 24 | — | 2.30× | ||
| Q2 24 | -10.33× | 7.66× | ||
| Q1 24 | -5.37× | -4.64× |
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
CC
| Titanium Technologies | $563.0M | 42% |
| Thermal And Specialized Solutions | $443.0M | 33% |
| Advanced Performance Materials | $312.0M | 23% |
| Other Non-Reportable Segment | $12.0M | 1% |
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
