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科睿唯安(CLVT)与STANDARD MOTOR PRODUCTS, INC.(SMP)财务数据对比。点击上方公司名可切换其他公司
科睿唯安的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.5倍($585.5M vs $385.1M),STANDARD MOTOR PRODUCTS, INC.净利率更高(2.0% vs -6.9%,领先8.9%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs -1.4%),科睿唯安自由现金流更多($78.9M vs $-37.6M),过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高(7.8% vs -5.1%)
科睿唯安是一家英美合资的上市分析服务企业,主要提供订阅制信息服务,覆盖文献计量、科学计量、商业与市场情报领域,同时为医药、生物科技行业提供专利、监管合规相关的竞争分析,也提供商标保护、域名与品牌保护服务,旗下Web of Science产品系列还负责计算学术期刊的影响因子。
标准汽车产品公司(SMP)是一家汽车零部件制造商与经销商,由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立,1926年完成法人注册,总部位于纽约长岛市,在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块,为汽车售后市场供应相关零部件产品。
CLVT vs SMP — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $585.5M | $385.1M |
| 净利润 | $-40.2M | $7.9M |
| 毛利率 | 67.2% | 31.7% |
| 营业利润率 | 5.2% | 5.6% |
| 净利率 | -6.9% | 2.0% |
| 营收同比 | -1.4% | 12.2% |
| 净利润同比 | 61.3% | 457.9% |
| 每股收益(稀释后) | $-0.06 | $0.34 |
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
| Q1 26 | $585.5M | — | ||
| Q4 25 | $617.0M | $385.1M | ||
| Q3 25 | $623.1M | $498.8M | ||
| Q2 25 | $621.4M | $493.9M | ||
| Q1 25 | $593.7M | $413.4M | ||
| Q4 24 | $663.0M | $343.4M | ||
| Q3 24 | $622.2M | $399.3M | ||
| Q2 24 | $650.3M | $389.8M |
| Q1 26 | $-40.2M | — | ||
| Q4 25 | $3.1M | $7.9M | ||
| Q3 25 | $-28.3M | $-4.3M | ||
| Q2 25 | $-72.0M | $25.2M | ||
| Q1 25 | $-103.9M | $12.6M | ||
| Q4 24 | $-191.8M | $-2.2M | ||
| Q3 24 | $-65.6M | $3.8M | ||
| Q2 24 | $-304.3M | $17.1M |
| Q1 26 | 67.2% | — | ||
| Q4 25 | 66.8% | 31.7% | ||
| Q3 25 | 65.0% | 32.4% | ||
| Q2 25 | 67.2% | 30.6% | ||
| Q1 25 | 65.1% | 30.2% | ||
| Q4 24 | 65.7% | 29.4% | ||
| Q3 24 | 66.2% | 30.4% | ||
| Q2 24 | 67.2% | 28.6% |
| Q1 26 | 5.2% | — | ||
| Q4 25 | 6.7% | 5.6% | ||
| Q3 25 | 7.1% | 9.5% | ||
| Q2 25 | 1.1% | 8.7% | ||
| Q1 25 | -3.5% | 5.9% | ||
| Q4 24 | -9.4% | 1.1% | ||
| Q3 24 | 3.5% | 9.3% | ||
| Q2 24 | -36.9% | 6.4% |
| Q1 26 | -6.9% | — | ||
| Q4 25 | 0.5% | 2.0% | ||
| Q3 25 | -4.5% | -0.9% | ||
| Q2 25 | -11.6% | 5.1% | ||
| Q1 25 | -17.5% | 3.0% | ||
| Q4 24 | -28.9% | -0.6% | ||
| Q3 24 | -10.5% | 1.0% | ||
| Q2 24 | -46.8% | 4.4% |
| Q1 26 | $-0.06 | — | ||
| Q4 25 | $0.00 | $0.34 | ||
| Q3 25 | $-0.04 | $-0.19 | ||
| Q2 25 | $-0.11 | $1.13 | ||
| Q1 25 | $-0.15 | $0.56 | ||
| Q4 24 | $-0.27 | $-0.09 | ||
| Q3 24 | $-0.09 | $0.17 | ||
| Q2 24 | $-0.46 | $0.77 |
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 | — | — |
| 总债务越低越好 | $4.3B | $618.7M |
| 股东权益账面价值 | $4.8B | $683.7M |
| 总资产 | $10.9B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.89× | 0.90× |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $329.2M | — | ||
| Q3 25 | $318.7M | $87.2M | ||
| Q2 25 | $362.6M | $58.8M | ||
| Q1 25 | $354.0M | $50.3M | ||
| Q4 24 | $295.2M | $44.4M | ||
| Q3 24 | $388.5M | $26.3M | ||
| Q2 24 | $376.4M | $26.2M |
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $618.7M | ||
| Q3 25 | $4.4B | $589.5M | ||
| Q2 25 | $4.5B | $636.6M | ||
| Q1 25 | $4.5B | $650.6M | ||
| Q4 24 | $4.5B | $562.3M | ||
| Q3 24 | $4.6B | $142.8M | ||
| Q2 24 | $4.6B | $208.2M |
| Q1 26 | $4.8B | — | ||
| Q4 25 | $4.8B | $683.7M | ||
| Q3 25 | $4.9B | $677.4M | ||
| Q2 25 | $5.0B | $688.6M | ||
| Q1 25 | $5.0B | $638.0M | ||
| Q4 24 | $5.1B | $615.7M | ||
| Q3 24 | $5.5B | $638.8M | ||
| Q2 24 | $5.6B | $640.0M |
| Q1 26 | $10.9B | — | ||
| Q4 25 | $11.1B | $2.0B | ||
| Q3 25 | $11.2B | $2.0B | ||
| Q2 25 | $11.4B | $2.0B | ||
| Q1 25 | $11.5B | $1.9B | ||
| Q4 24 | $11.5B | $1.8B | ||
| Q3 24 | $12.0B | $1.4B | ||
| Q2 24 | $12.1B | $1.4B |
| Q1 26 | 0.89× | — | ||
| Q4 25 | 0.89× | 0.90× | ||
| Q3 25 | 0.90× | 0.87× | ||
| Q2 25 | 0.90× | 0.92× | ||
| Q1 25 | 0.90× | 1.02× | ||
| Q4 24 | 0.88× | 0.91× | ||
| Q3 24 | 0.84× | 0.22× | ||
| Q2 24 | 0.83× | 0.33× |
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 | $134.7M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $78.9M | $-37.6M |
| 自由现金流率自由现金流/营收 | 13.5% | -9.8% |
| 资本支出强度资本支出/营收 | 9.5% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $333.9M | $18.7M |
8季度趋势,按日历期对齐
| Q1 26 | $134.7M | — | ||
| Q4 25 | $159.9M | $-28.2M | ||
| Q3 25 | $181.1M | $91.6M | ||
| Q2 25 | $116.3M | $54.3M | ||
| Q1 25 | $171.2M | $-60.2M | ||
| Q4 24 | $141.3M | $-1.5M | ||
| Q3 24 | $202.9M | $88.3M | ||
| Q2 24 | $126.2M | $35.6M |
| Q1 26 | $78.9M | — | ||
| Q4 25 | $89.2M | $-37.6M | ||
| Q3 25 | $115.5M | $81.5M | ||
| Q2 25 | $50.3M | $44.2M | ||
| Q1 25 | $110.3M | $-69.4M | ||
| Q4 24 | $59.1M | $-11.4M | ||
| Q3 24 | $126.3M | $77.1M | ||
| Q2 24 | $60.3M | $22.7M |
| Q1 26 | 13.5% | — | ||
| Q4 25 | 14.5% | -9.8% | ||
| Q3 25 | 18.5% | 16.3% | ||
| Q2 25 | 8.1% | 8.9% | ||
| Q1 25 | 18.6% | -16.8% | ||
| Q4 24 | 8.9% | -3.3% | ||
| Q3 24 | 20.3% | 19.3% | ||
| Q2 24 | 9.3% | 5.8% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 11.5% | 2.4% | ||
| Q3 25 | 10.5% | 2.0% | ||
| Q2 25 | 10.6% | 2.1% | ||
| Q1 25 | 10.3% | 2.2% | ||
| Q4 24 | 12.4% | 2.9% | ||
| Q3 24 | 12.3% | 2.8% | ||
| Q2 24 | 10.1% | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | 51.58× | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |