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科蒂（COTY）与Wabtec（WAB）财务数据对比。点击上方公司名可切换其他公司
Wabtec的季度营收约是科蒂的1.8倍（$3.0B vs $1.7B），Wabtec净利率更高（12.3% vs -7.4%，领先19.7%），Wabtec同比增速更快（13.0% vs 0.5%），过去两年科蒂的营收复合增速更高（10.1% vs 5.6%）
科蒂是1904年由弗朗索瓦·科蒂在巴黎创立的跨国美妆企业，现注册地为美国特拉华州，全球总部位于荷兰阿姆斯特丹。旗下业务覆盖香水、彩妆、护肤、美甲产品以及专业线和零售线护发产品的研发、生产、营销与分销，截至2024年共拥有约40个品牌。
西屋空气制动技术公司（通称Wabtec）是美国知名轨道交通设备企业，1999年由西屋空气制动公司（WABCO）与动力设备厂商MotivePower合并组建，总部设于宾夕法尼亚州匹兹堡，在全球轨交制动系统、牵引动力设备等领域拥有领先的技术实力与市场份额。
COTY vs WAB — 直观对比
营收规模更大
WAB
是对方的1.8倍
$1.7B
营收增速更快
WAB
高出12.5%
0.5%
净利率更高
WAB
高出19.7%
-7.4%
两年增速更快
COTY
近两年复合增速
5.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.0B |
| 净利润 | $-123.6M | $363.0M |
| 毛利率 | 63.8% | 36.0% |
| 营业利润率 | 8.8% | 17.5% |
| 净利率 | -7.4% | 12.3% |
| 营收同比 | 0.5% | 13.0% |
| 净利润同比 | -621.5% | 11.0% |
| 每股收益（稀释后） | $-0.14 | $2.12 |
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COTYWAB
| Q1 26 | — | $3.0B | ||
| Q4 25 | $1.7B | $3.0B | ||
| Q3 25 | $1.6B | $2.9B | ||
| Q2 25 | $1.3B | $2.7B | ||
| Q1 25 | $1.3B | $2.6B | ||
| Q4 24 | $1.7B | $2.6B | ||
| Q3 24 | $1.7B | $2.7B | ||
| Q2 24 | $1.4B | $2.6B |
净利润COTYWAB
| Q1 26 | — | $363.0M | ||
| Q4 25 | $-123.6M | $202.0M | ||
| Q3 25 | $67.9M | $310.0M | ||
| Q2 25 | $-68.8M | $336.0M | ||
| Q1 25 | $-405.7M | $322.0M | ||
| Q4 24 | $23.7M | $212.0M | ||
| Q3 24 | $82.9M | $283.0M | ||
| Q2 24 | $-96.9M | $289.0M |
毛利率COTYWAB
| Q1 26 | — | 36.0% | ||
| Q4 25 | 63.8% | 32.6% | ||
| Q3 25 | 64.5% | 34.7% | ||
| Q2 25 | 62.3% | 34.7% | ||
| Q1 25 | 64.1% | 34.5% | ||
| Q4 24 | 66.7% | 30.9% | ||
| Q3 24 | 65.5% | 33.0% | ||
| Q2 24 | 64.2% | 33.1% |
营业利润率COTYWAB
| Q1 26 | — | 17.5% | ||
| Q4 25 | 8.8% | 12.0% | ||
| Q3 25 | 11.7% | 17.0% | ||
| Q2 25 | 1.2% | 17.4% | ||
| Q1 25 | -21.6% | 18.2% | ||
| Q4 24 | 16.1% | 12.9% | ||
| Q3 24 | 14.2% | 16.3% | ||
| Q2 24 | 2.5% | 16.3% |
净利率COTYWAB
| Q1 26 | — | 12.3% | ||
| Q4 25 | -7.4% | 6.8% | ||
| Q3 25 | 4.3% | 10.7% | ||
| Q2 25 | -5.5% | 12.4% | ||
| Q1 25 | -31.2% | 12.3% | ||
| Q4 24 | 1.4% | 8.2% | ||
| Q3 24 | 5.0% | 10.6% | ||
| Q2 24 | -7.1% | 10.9% |
每股收益（稀释后）COTYWAB
| Q1 26 | — | $2.12 | ||
| Q4 25 | $-0.14 | $1.18 | ||
| Q3 25 | $0.07 | $1.81 | ||
| Q2 25 | $-0.08 | $1.96 | ||
| Q1 25 | $-0.47 | $1.88 | ||
| Q4 24 | $0.02 | $1.24 | ||
| Q3 24 | $0.09 | $1.63 | ||
| Q2 24 | $-0.11 | $1.64 |
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 | $436.7M | — |
| 总债务越低越好 | $3.0B | $4.7B |
| 股东权益账面价值 | $3.5B | $11.1B |
| 总资产 | $11.1B | $23.2B |
| 负债/权益比越低杠杆越低 | 0.85× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资COTYWAB
| Q1 26 | — | — | ||
| Q4 25 | $436.7M | — | ||
| Q3 25 | $264.6M | — | ||
| Q2 25 | $257.1M | — | ||
| Q1 25 | $243.5M | — | ||
| Q4 24 | $249.6M | — | ||
| Q3 24 | $283.6M | — | ||
| Q2 24 | $300.8M | — |
总债务COTYWAB
| Q1 26 | — | $4.7B | ||
| Q4 25 | $3.0B | $5.5B | ||
| Q3 25 | $4.0B | $5.3B | ||
| Q2 25 | $4.0B | $4.8B | ||
| Q1 25 | $3.8B | $4.0B | ||
| Q4 24 | $3.4B | $4.0B | ||
| Q3 24 | $3.9B | $4.0B | ||
| Q2 24 | $3.8B | $4.0B |
股东权益COTYWAB
| Q1 26 | — | $11.1B | ||
| Q4 25 | $3.5B | $11.1B | ||
| Q3 25 | $3.6B | $11.0B | ||
| Q2 25 | $3.5B | $10.8B | ||
| Q1 25 | $3.5B | $10.4B | ||
| Q4 24 | $3.8B | $10.1B | ||
| Q3 24 | $4.0B | $10.3B | ||
| Q2 24 | $3.8B | $10.5B |
总资产COTYWAB
| Q1 26 | — | $23.2B | ||
| Q4 25 | $11.1B | $22.1B | ||
| Q3 25 | $12.1B | $21.5B | ||
| Q2 25 | $11.9B | $20.4B | ||
| Q1 25 | $11.5B | $19.1B | ||
| Q4 24 | $11.7B | $18.7B | ||
| Q3 24 | $12.5B | $18.6B | ||
| Q2 24 | $12.1B | $18.9B |
负债/权益比COTYWAB
| Q1 26 | — | 0.42× | ||
| Q4 25 | 0.85× | 0.50× | ||
| Q3 25 | 1.10× | 0.48× | ||
| Q2 25 | 1.12× | 0.44× | ||
| Q1 25 | 1.09× | 0.39× | ||
| Q4 24 | 0.89× | 0.39× | ||
| Q3 24 | 0.97× | 0.39× | ||
| Q2 24 | 1.00× | 0.38× |
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 | $559.7M | $199.0M |
| 自由现金流经营现金流 - 资本支出 | $513.1M | — |
| 自由现金流率自由现金流/营收 | 30.6% | — |
| 资本支出强度资本支出/营收 | 2.8% | — |
| 现金转化率经营现金流/净利润 | — | 0.55× |
| 过去12个月自由现金流最近4个季度 | $390.8M | — |
8季度趋势，按日历期对齐
经营现金流COTYWAB
| Q1 26 | — | $199.0M | ||
| Q4 25 | $559.7M | $992.0M | ||
| Q3 25 | $65.2M | $367.0M | ||
| Q2 25 | $83.2M | $209.0M | ||
| Q1 25 | $-122.5M | $191.0M | ||
| Q4 24 | $464.5M | $723.0M | ||
| Q3 24 | $67.4M | $542.0M | ||
| Q2 24 | $176.5M | $235.0M |
自由现金流COTYWAB
| Q1 26 | — | — | ||
| Q4 25 | $513.1M | $870.0M | ||
| Q3 25 | $11.2M | $312.0M | ||
| Q2 25 | $34.9M | $170.0M | ||
| Q1 25 | $-168.4M | $147.0M | ||
| Q4 24 | $419.0M | $639.0M | ||
| Q3 24 | $-7.9M | $496.0M | ||
| Q2 24 | $116.7M | $189.0M |
自由现金流率COTYWAB
| Q1 26 | — | — | ||
| Q4 25 | 30.6% | 29.3% | ||
| Q3 25 | 0.7% | 10.8% | ||
| Q2 25 | 2.8% | 6.3% | ||
| Q1 25 | -13.0% | 5.6% | ||
| Q4 24 | 25.1% | 24.7% | ||
| Q3 24 | -0.5% | 18.6% | ||
| Q2 24 | 8.6% | 7.1% |
资本支出强度COTYWAB
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 4.1% | ||
| Q3 25 | 3.4% | 1.9% | ||
| Q2 25 | 3.9% | 1.4% | ||
| Q1 25 | 3.5% | 1.7% | ||
| Q4 24 | 2.7% | 3.3% | ||
| Q3 24 | 4.5% | 1.7% | ||
| Q2 24 | 4.4% | 1.7% |
现金转化率COTYWAB
| Q1 26 | — | 0.55× | ||
| Q4 25 | — | 4.91× | ||
| Q3 25 | 0.96× | 1.18× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.59× | ||
| Q4 24 | 19.60× | 3.41× | ||
| Q3 24 | 0.81× | 1.92× | ||
| Q2 24 | — | 0.81× |
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
COTY
| Prestige | $1.1B | 68% |
| Consumer Beauty | $545.0M | 32% |
WAB
暂无分部数据
