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卡彭特科技（CRS）与柯蒂斯-莱特（CW）财务数据对比。点击上方公司名可切换其他公司
柯蒂斯-莱特的季度营收约是卡彭特科技的1.3倍（$947.0M vs $728.0M），柯蒂斯-莱特净利率更高（14.5% vs 14.5%，领先0.0%），柯蒂斯-莱特同比增速更快（14.9% vs 7.5%），柯蒂斯-莱特自由现金流更多（$315.1M vs $85.9M），过去两年柯蒂斯-莱特的营收复合增速更高（15.2% vs 3.1%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
柯蒂斯-莱特公司是总部位于美国北卡罗来纳州戴维森的制造与服务提供商，在美国内外均设有工厂及业务网点。公司1929年由柯蒂斯、莱特及多家供应商合并成立，成立之初即为美国最大航空企业，二战期间为美军生产了超14.2万台航空发动机。
CRS vs CW — 直观对比
营收规模更大
CW
是对方的1.3倍
$728.0M
营收增速更快
CW
高出7.3%
7.5%
净利率更高
CW
高出0.0%
14.5%
自由现金流更多
CW
多$229.2M
$85.9M
两年增速更快
CW
近两年复合增速
3.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $728.0M | $947.0M |
| 净利润 | $105.3M | $137.0M |
| 毛利率 | 30.0% | 37.5% |
| 营业利润率 | 21.3% | 19.2% |
| 净利率 | 14.5% | 14.5% |
| 营收同比 | 7.5% | 14.9% |
| 净利润同比 | 25.2% | 16.2% |
| 每股收益（稀释后） | $2.09 | $3.69 |
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CRSCW
| Q4 25 | $728.0M | $947.0M | ||
| Q3 25 | $733.7M | $869.2M | ||
| Q2 25 | $755.6M | $876.6M | ||
| Q1 25 | $727.0M | $805.6M | ||
| Q4 24 | $676.9M | $824.3M | ||
| Q3 24 | $717.6M | $798.9M | ||
| Q2 24 | $798.7M | $784.8M | ||
| Q1 24 | $684.9M | $713.2M |
净利润CRSCW
| Q4 25 | $105.3M | $137.0M | ||
| Q3 25 | $122.5M | $124.8M | ||
| Q2 25 | $111.7M | $121.1M | ||
| Q1 25 | $95.4M | $101.3M | ||
| Q4 24 | $84.1M | $117.9M | ||
| Q3 24 | $84.8M | $111.2M | ||
| Q2 24 | $93.6M | $99.5M | ||
| Q1 24 | $6.3M | $76.5M |
毛利率CRSCW
| Q4 25 | 30.0% | 37.5% | ||
| Q3 25 | 29.5% | 37.7% | ||
| Q2 25 | 28.3% | 37.2% | ||
| Q1 25 | 27.6% | 36.3% | ||
| Q4 24 | 26.2% | 38.5% | ||
| Q3 24 | 24.6% | 37.3% | ||
| Q2 24 | 23.9% | 36.2% | ||
| Q1 24 | 21.5% | 35.6% |
营业利润率CRSCW
| Q4 25 | 21.3% | 19.2% | ||
| Q3 25 | 20.9% | 19.1% | ||
| Q2 25 | 20.1% | 17.8% | ||
| Q1 25 | 19.0% | 16.0% | ||
| Q4 24 | 17.6% | 18.8% | ||
| Q3 24 | 15.8% | 18.1% | ||
| Q2 24 | 13.6% | 16.4% | ||
| Q1 24 | 11.1% | 14.0% |
净利率CRSCW
| Q4 25 | 14.5% | 14.5% | ||
| Q3 25 | 16.7% | 14.4% | ||
| Q2 25 | 14.8% | 13.8% | ||
| Q1 25 | 13.1% | 12.6% | ||
| Q4 24 | 12.4% | 14.3% | ||
| Q3 24 | 11.8% | 13.9% | ||
| Q2 24 | 11.7% | 12.7% | ||
| Q1 24 | 0.9% | 10.7% |
每股收益（稀释后）CRSCW
| Q4 25 | $2.09 | $3.69 | ||
| Q3 25 | $2.43 | $3.31 | ||
| Q2 25 | $2.21 | $3.19 | ||
| Q1 25 | $1.88 | $2.68 | ||
| Q4 24 | $1.66 | $3.09 | ||
| Q3 24 | $1.67 | $2.89 | ||
| Q2 24 | $1.85 | $2.58 | ||
| Q1 24 | $0.12 | $1.99 |
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 | $231.9M | — |
| 总债务越低越好 | — | $957.9M |
| 股东权益账面价值 | $2.0B | $2.5B |
| 总资产 | $3.5B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 0.38× |
8季度趋势，按日历期对齐
现金及短期投资CRSCW
| Q4 25 | $231.9M | — | ||
| Q3 25 | $208.0M | — | ||
| Q2 25 | $315.5M | — | ||
| Q1 25 | $151.5M | $226.5M | ||
| Q4 24 | $162.1M | $385.0M | ||
| Q3 24 | $150.2M | — | ||
| Q2 24 | $199.1M | — | ||
| Q1 24 | $53.5M | $338.0M |
总债务CRSCW
| Q4 25 | — | $957.9M | ||
| Q3 25 | — | $968.6M | ||
| Q2 25 | — | $958.4M | ||
| Q1 25 | — | $958.6M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.0B | ||
| Q1 24 | — | $1.1B |
股东权益CRSCW
| Q4 25 | $2.0B | $2.5B | ||
| Q3 25 | $1.9B | $2.5B | ||
| Q2 25 | $1.9B | $2.7B | ||
| Q1 25 | $1.8B | $2.6B | ||
| Q4 24 | $1.7B | $2.4B | ||
| Q3 24 | $1.7B | $2.5B | ||
| Q2 24 | $1.6B | $2.5B | ||
| Q1 24 | $1.5B | $2.4B |
总资产CRSCW
| Q4 25 | $3.5B | $5.2B | ||
| Q3 25 | $3.4B | $5.1B | ||
| Q2 25 | $3.5B | $5.2B | ||
| Q1 25 | $3.4B | $5.0B | ||
| Q4 24 | $3.3B | $5.0B | ||
| Q3 24 | $3.3B | $4.9B | ||
| Q2 24 | $3.3B | $4.7B | ||
| Q1 24 | $3.2B | $4.6B |
负债/权益比CRSCW
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | 0.38× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.37× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.44× |
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 | $132.2M | $352.7M |
| 自由现金流经营现金流 - 资本支出 | $85.9M | $315.1M |
| 自由现金流率自由现金流/营收 | 11.8% | 33.3% |
| 资本支出强度资本支出/营收 | 6.4% | 4.0% |
| 现金转化率经营现金流/净利润 | 1.26× | 2.57× |
| 过去12个月自由现金流最近4个季度 | $316.7M | $553.7M |
8季度趋势，按日历期对齐
经营现金流CRSCW
| Q4 25 | $132.2M | $352.7M | ||
| Q3 25 | $39.2M | $192.8M | ||
| Q2 25 | $258.1M | $136.6M | ||
| Q1 25 | $74.2M | $-38.8M | ||
| Q4 24 | $67.9M | $301.3M | ||
| Q3 24 | $40.2M | $177.3M | ||
| Q2 24 | $169.5M | $111.3M | ||
| Q1 24 | $83.5M | $-45.6M |
自由现金流CRSCW
| Q4 25 | $85.9M | $315.1M | ||
| Q3 25 | $-3.4M | $175.9M | ||
| Q2 25 | $200.2M | $117.2M | ||
| Q1 25 | $34.0M | $-54.5M | ||
| Q4 24 | $38.6M | $278.0M | ||
| Q3 24 | $13.3M | $162.7M | ||
| Q2 24 | $141.8M | $100.3M | ||
| Q1 24 | $61.9M | $-57.7M |
自由现金流率CRSCW
| Q4 25 | 11.8% | 33.3% | ||
| Q3 25 | -0.5% | 20.2% | ||
| Q2 25 | 26.5% | 13.4% | ||
| Q1 25 | 4.7% | -6.8% | ||
| Q4 24 | 5.7% | 33.7% | ||
| Q3 24 | 1.9% | 20.4% | ||
| Q2 24 | 17.8% | 12.8% | ||
| Q1 24 | 9.0% | -8.1% |
资本支出强度CRSCW
| Q4 25 | 6.4% | 4.0% | ||
| Q3 25 | 5.8% | 1.9% | ||
| Q2 25 | 7.7% | 2.2% | ||
| Q1 25 | 5.5% | 2.0% | ||
| Q4 24 | 4.3% | 2.8% | ||
| Q3 24 | 3.7% | 1.8% | ||
| Q2 24 | 3.5% | 1.4% | ||
| Q1 24 | 3.2% | 1.7% |
现金转化率CRSCW
| Q4 25 | 1.26× | 2.57× | ||
| Q3 25 | 0.32× | 1.54× | ||
| Q2 25 | 2.31× | 1.13× | ||
| Q1 25 | 0.78× | -0.38× | ||
| Q4 24 | 0.81× | 2.56× | ||
| Q3 24 | 0.47× | 1.59× | ||
| Q2 24 | 1.81× | 1.12× | ||
| Q1 24 | 13.25× | -0.60× |
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
CRS
| Aerospace And Defense Markets | $448.8M | 62% |
| Industrial And Consumer Markets | $88.4M | 12% |
| Performance Engineered Products Segment | $83.2M | 11% |
| Medical Market | $54.7M | 8% |
| Energy Market | $48.5M | 7% |
| Transportation Market | $21.2M | 3% |
| Distribution Market | $17.2M | 2% |
CW
| Naval Power | $417.4M | 44% |
| Defense Electronics | $268.3M | 28% |
| Aerospace Industrial | $262.4M | 28% |
