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Custom Truck One Source, Inc.（CTOS）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是Custom Truck One Source, Inc.的1.2倍（$500.4M vs $422.2M），富兰克林电气净利率更高（6.9% vs -4.2%，领先11.1%），富兰克林电气同比增速更快（9.9% vs -8.5%），过去两年Custom Truck One Source, Inc.的营收复合增速更高（14.8% vs -4.0%）
Custom Truck One Source是北美领先的专用重型卡车及设备解决方案提供商，业务覆盖定制车辆制造、设备销售与租赁、售后配件供应及维保服务，主要服务基建、公用事业、建筑、能源等核心领域。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
CTOS vs FELE — 直观对比
营收规模更大
FELE
是对方的1.2倍
$422.2M
营收增速更快
FELE
高出18.5%
-8.5%
净利率更高
FELE
高出11.1%
-4.2%
两年增速更快
CTOS
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $422.2M | $500.4M |
| 净利润 | $-17.8M | $34.7M |
| 毛利率 | 20.3% | 35.0% |
| 营业利润率 | 2.9% | 9.6% |
| 净利率 | -4.2% | 6.9% |
| 营收同比 | -8.5% | 9.9% |
| 净利润同比 | -333.7% | 10.6% |
| 每股收益（稀释后） | $-0.08 | $0.77 |
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CTOSFELE
| Q1 26 | $422.2M | $500.4M | ||
| Q4 25 | $387.3M | $506.9M | ||
| Q3 25 | $359.9M | $581.7M | ||
| Q2 25 | $392.2M | $587.4M | ||
| Q1 25 | $307.1M | $455.2M | ||
| Q4 24 | $398.3M | $485.7M | ||
| Q3 24 | $337.5M | $531.4M | ||
| Q2 24 | $320.6M | $543.3M |
净利润CTOSFELE
| Q1 26 | $-17.8M | $34.7M | ||
| Q4 25 | $20.9M | $39.3M | ||
| Q3 25 | $-5.8M | $16.7M | ||
| Q2 25 | $-28.4M | $60.1M | ||
| Q1 25 | $-17.8M | $31.0M | ||
| Q4 24 | $27.6M | $33.7M | ||
| Q3 24 | $-17.4M | $54.6M | ||
| Q2 24 | $-24.5M | $59.1M |
毛利率CTOSFELE
| Q1 26 | 20.3% | 35.0% | ||
| Q4 25 | 31.8% | 33.8% | ||
| Q3 25 | 28.0% | 35.9% | ||
| Q2 25 | 26.1% | 36.1% | ||
| Q1 25 | 27.9% | 36.0% | ||
| Q4 24 | 29.7% | 33.8% | ||
| Q3 24 | 27.2% | 35.7% | ||
| Q2 24 | 27.8% | 36.8% |
营业利润率CTOSFELE
| Q1 26 | 2.9% | 9.6% | ||
| Q4 25 | 13.4% | 10.2% | ||
| Q3 25 | 9.1% | 14.6% | ||
| Q2 25 | 7.1% | 15.0% | ||
| Q1 25 | 4.0% | 9.7% | ||
| Q4 24 | 16.9% | 8.9% | ||
| Q3 24 | 6.8% | 13.8% | ||
| Q2 24 | 5.5% | 14.6% |
净利率CTOSFELE
| Q1 26 | -4.2% | 6.9% | ||
| Q4 25 | 5.4% | 7.7% | ||
| Q3 25 | -1.6% | 2.9% | ||
| Q2 25 | -7.2% | 10.2% | ||
| Q1 25 | -5.8% | 6.8% | ||
| Q4 24 | 6.9% | 6.9% | ||
| Q3 24 | -5.2% | 10.3% | ||
| Q2 24 | -7.6% | 10.9% |
每股收益（稀释后）CTOSFELE
| Q1 26 | $-0.08 | $0.77 | ||
| Q4 25 | $0.10 | $0.87 | ||
| Q3 25 | $-0.03 | $0.37 | ||
| Q2 25 | $-0.13 | $1.31 | ||
| Q1 25 | $-0.08 | $0.67 | ||
| Q4 24 | $0.11 | $0.73 | ||
| Q3 24 | $-0.07 | $1.17 | ||
| Q2 24 | $-0.10 | $1.26 |
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 | $6.3M | $80.4M |
| 总债务越低越好 | $25.9M | $134.4M |
| 股东权益账面价值 | $809.1M | $1.3B |
| 总资产 | $3.4B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资CTOSFELE
| Q1 26 | $6.3M | $80.4M | ||
| Q4 25 | $6.3M | $99.7M | ||
| Q3 25 | $13.1M | $102.9M | ||
| Q2 25 | $5.3M | $104.6M | ||
| Q1 25 | $5.4M | $84.0M | ||
| Q4 24 | $3.8M | $220.5M | ||
| Q3 24 | $8.4M | $106.3M | ||
| Q2 24 | $8.1M | $58.1M |
总债务CTOSFELE
| Q1 26 | $25.9M | $134.4M | ||
| Q4 25 | $1.6B | $135.2M | ||
| Q3 25 | $1.6B | $135.2M | ||
| Q2 25 | $1.6B | $14.5M | ||
| Q1 25 | $1.6B | $14.9M | ||
| Q4 24 | $1.5B | $11.6M | ||
| Q3 24 | $1.6B | $11.6M | ||
| Q2 24 | $1.5B | $87.2M |
股东权益CTOSFELE
| Q1 26 | $809.1M | $1.3B | ||
| Q4 25 | $809.1M | $1.3B | ||
| Q3 25 | $784.7M | $1.3B | ||
| Q2 25 | $790.1M | $1.3B | ||
| Q1 25 | $813.4M | $1.3B | ||
| Q4 24 | $861.3M | $1.3B | ||
| Q3 24 | $837.5M | $1.3B | ||
| Q2 24 | $856.7M | $1.2B |
总资产CTOSFELE
| Q1 26 | $3.4B | $2.0B | ||
| Q4 25 | $3.4B | $1.9B | ||
| Q3 25 | $3.5B | $2.0B | ||
| Q2 25 | $3.6B | $2.0B | ||
| Q1 25 | $3.5B | $1.9B | ||
| Q4 24 | $3.5B | $1.8B | ||
| Q3 24 | $3.6B | $1.8B | ||
| Q2 24 | $3.5B | $1.8B |
负债/权益比CTOSFELE
| Q1 26 | 0.03× | 0.10× | ||
| Q4 25 | 2.03× | 0.10× | ||
| Q3 25 | 2.10× | 0.10× | ||
| Q2 25 | 2.04× | 0.01× | ||
| Q1 25 | 1.97× | 0.01× | ||
| Q4 24 | 1.77× | 0.01× | ||
| Q3 24 | 1.87× | 0.01× | ||
| Q2 24 | 1.79× | 0.07× |
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
CTOS
| Equipment sales | $273.9M | 65% |
| Rental revenue | $116.3M | 28% |
| Parts sales and services | $32.1M | 8% |
FELE
暂无分部数据
