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杜邦（DD）与Fastenal（FAST）财务数据对比。点击上方公司名可切换其他公司
Fastenal的季度营收约是杜邦的1.2倍（$2.0B vs $1.7B），Fastenal净利率更高（14.5% vs 9.8%，领先4.7%），杜邦同比增速更快（4.0% vs 3.5%），过去两年Fastenal的营收复合增速更高（2.9% vs -27.2%）
杜邦（DuPont de Nemours, Inc.）是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业，最初以火药供应为核心业务起家，在发展过程中对美国特拉华州的建设推进起到了重要作用，业务布局覆盖全球多个地区。
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
DD vs FAST — 直观对比
营收规模更大
FAST
是对方的1.2倍
$1.7B
营收增速更快
DD
高出0.5%
3.5%
净利率更高
FAST
高出4.7%
9.8%
两年增速更快
FAST
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.0B |
| 净利润 | $164.0M | $293.9M |
| 毛利率 | 35.8% | 44.3% |
| 营业利润率 | — | 18.9% |
| 净利率 | 9.8% | 14.5% |
| 营收同比 | 4.0% | 3.5% |
| 净利润同比 | — | -1.6% |
| 每股收益（稀释后） | $0.36 | $-0.01 |
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DDFAST
| Q1 26 | $1.7B | $2.0B | ||
| Q4 25 | $-2.5B | $2.0B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $3.3B | $2.1B | ||
| Q1 25 | $3.1B | $2.0B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.2B | $1.9B | ||
| Q2 24 | $3.2B | $1.9B |
净利润DDFAST
| Q1 26 | $164.0M | $293.9M | ||
| Q4 25 | $-126.0M | $293.9M | ||
| Q3 25 | $-123.0M | $335.5M | ||
| Q2 25 | $59.0M | $330.3M | ||
| Q1 25 | $-589.0M | $298.7M | ||
| Q4 24 | $-118.0M | $262.1M | ||
| Q3 24 | $454.0M | $298.1M | ||
| Q2 24 | $178.0M | $292.7M |
毛利率DDFAST
| Q1 26 | 35.8% | 44.3% | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | 38.9% | 45.3% | ||
| Q2 25 | 37.3% | 45.3% | ||
| Q1 25 | 37.4% | 45.1% | ||
| Q4 24 | 36.4% | 44.8% | ||
| Q3 24 | 37.4% | 44.9% | ||
| Q2 24 | 37.1% | 45.1% |
营业利润率DDFAST
| Q1 26 | — | 18.9% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | 10.6% | 20.7% | ||
| Q2 25 | 9.4% | 21.0% | ||
| Q1 25 | -14.0% | 20.1% | ||
| Q4 24 | 1.4% | 18.9% | ||
| Q3 24 | 18.4% | 20.3% | ||
| Q2 24 | 9.3% | 20.2% |
净利率DDFAST
| Q1 26 | 9.8% | 14.5% | ||
| Q4 25 | 4.9% | 14.5% | ||
| Q3 25 | -4.0% | 15.7% | ||
| Q2 25 | 1.8% | 15.9% | ||
| Q1 25 | -19.2% | 15.2% | ||
| Q4 24 | -3.8% | 14.4% | ||
| Q3 24 | 14.2% | 15.6% | ||
| Q2 24 | 5.6% | 15.3% |
每股收益（稀释后）DDFAST
| Q1 26 | $0.36 | $-0.01 | ||
| Q4 25 | $-0.30 | $-0.01 | ||
| Q3 25 | $-0.29 | $0.29 | ||
| Q2 25 | $0.14 | $0.29 | ||
| Q1 25 | $-1.41 | $0.52 | ||
| Q4 24 | $-0.28 | $0.45 | ||
| Q3 24 | $1.08 | $0.52 | ||
| Q2 24 | $0.42 | $0.51 |
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 | $710.0M | $276.8M |
| 总债务越低越好 | $3.2B | $125.0M |
| 股东权益账面价值 | $14.2B | $3.9B |
| 总资产 | $21.4B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资DDFAST
| Q1 26 | $710.0M | $276.8M | ||
| Q4 25 | $715.0M | $276.8M | ||
| Q3 25 | $2.0B | $288.1M | ||
| Q2 25 | $1.8B | $237.8M | ||
| Q1 25 | $1.8B | $231.8M | ||
| Q4 24 | $1.9B | $255.8M | ||
| Q3 24 | $1.6B | $292.2M | ||
| Q2 24 | $1.5B | $255.5M |
总债务DDFAST
| Q1 26 | $3.2B | $125.0M | ||
| Q4 25 | $3.1B | $125.0M | ||
| Q3 25 | $7.0B | $195.0M | ||
| Q2 25 | $5.3B | $230.0M | ||
| Q1 25 | $5.3B | $200.0M | ||
| Q4 24 | $5.3B | $200.0M | ||
| Q3 24 | $7.2B | $240.0M | ||
| Q2 24 | $7.2B | $235.0M |
股东权益DDFAST
| Q1 26 | $14.2B | $3.9B | ||
| Q4 25 | $13.9B | $3.9B | ||
| Q3 25 | $22.9B | $3.9B | ||
| Q2 25 | $23.1B | $3.8B | ||
| Q1 25 | $22.8B | $3.7B | ||
| Q4 24 | $23.4B | $3.6B | ||
| Q3 24 | $24.2B | $3.6B | ||
| Q2 24 | $23.3B | $3.5B |
总资产DDFAST
| Q1 26 | $21.4B | $5.1B | ||
| Q4 25 | $21.6B | $5.1B | ||
| Q3 25 | $38.0B | $5.1B | ||
| Q2 25 | $36.6B | $5.0B | ||
| Q1 25 | $36.0B | $4.9B | ||
| Q4 24 | $36.6B | $4.7B | ||
| Q3 24 | $37.5B | $4.7B | ||
| Q2 24 | $36.6B | $4.6B |
负债/权益比DDFAST
| Q1 26 | 0.22× | 0.03× | ||
| Q4 25 | 0.23× | 0.03× | ||
| Q3 25 | 0.31× | 0.05× | ||
| Q2 25 | 0.23× | 0.06× | ||
| Q1 25 | 0.23× | 0.05× | ||
| Q4 24 | 0.23× | 0.06× | ||
| Q3 24 | 0.30× | 0.07× | ||
| Q2 24 | 0.31× | 0.07× |
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 | — | $368.2M |
| 自由现金流经营现金流 - 资本支出 | — | $308.2M |
| 自由现金流率自由现金流/营收 | — | 15.2% |
| 资本支出强度资本支出/营收 | 6.1% | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.25× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流DDFAST
| Q1 26 | — | $368.2M | ||
| Q4 25 | $-700.0M | $368.2M | ||
| Q3 25 | $497.0M | $386.9M | ||
| Q2 25 | $381.0M | $278.6M | ||
| Q1 25 | $382.0M | $262.2M | ||
| Q4 24 | $564.0M | $282.8M | ||
| Q3 24 | $737.0M | $296.9M | ||
| Q2 24 | $527.0M | $258.0M |
自由现金流DDFAST
| Q1 26 | — | $308.2M | ||
| Q4 25 | $-850.0M | $308.2M | ||
| Q3 25 | $379.0M | $326.6M | ||
| Q2 25 | $265.0M | $209.3M | ||
| Q1 25 | $133.0M | $206.5M | ||
| Q4 24 | $403.0M | $222.6M | ||
| Q3 24 | $628.0M | $237.5M | ||
| Q2 24 | $425.0M | $201.9M |
自由现金流率DDFAST
| Q1 26 | — | 15.2% | ||
| Q4 25 | 33.4% | 15.2% | ||
| Q3 25 | 12.3% | 15.3% | ||
| Q2 25 | 8.1% | 10.1% | ||
| Q1 25 | 4.3% | 10.5% | ||
| Q4 24 | 13.0% | 12.2% | ||
| Q3 24 | 19.7% | 12.4% | ||
| Q2 24 | 13.4% | 10.5% |
资本支出强度DDFAST
| Q1 26 | 6.1% | 3.0% | ||
| Q4 25 | -5.9% | 3.0% | ||
| Q3 25 | 3.8% | 2.8% | ||
| Q2 25 | 3.6% | 3.3% | ||
| Q1 25 | 8.1% | 2.8% | ||
| Q4 24 | 5.2% | 3.3% | ||
| Q3 24 | 3.4% | 3.1% | ||
| Q2 24 | 3.2% | 2.9% |
现金转化率DDFAST
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | 6.46× | 0.84× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 1.08× | ||
| Q3 24 | 1.62× | 1.00× | ||
| Q2 24 | 2.96× | 0.88× |
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
DD
暂无分部数据
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
