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GRAFTECH INTERNATIONAL LTD（EAF）与牛津地产（IIPR）财务数据对比。点击上方公司名可切换其他公司
GRAFTECH INTERNATIONAL LTD的季度营收约是牛津地产的1.9倍（$125.1M vs $66.7M），牛津地产净利率更高（47.8% vs -34.6%，领先82.4%），GRAFTECH INTERNATIONAL LTD同比增速更快（11.9% vs -13.1%），过去两年GRAFTECH INTERNATIONAL LTD的营收复合增速更高（-4.6% vs -6.0%）
格瑞泰克国际有限公司是石墨电极与石油焦生产商，其产品是电弧炉炼钢及其他金属生产的核心原材料。公司总部位于俄亥俄州布鲁克林海茨，在法国加来、西班牙潘普洛纳、墨西哥蒙特雷以及美国宾夕法尼亚州圣玛丽斯均设有生产基地。
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
EAF vs IIPR — 直观对比
营收规模更大
EAF
是对方的1.9倍
$66.7M
营收增速更快
EAF
高出25.0%
-13.1%
净利率更高
IIPR
高出82.4%
-34.6%
两年增速更快
EAF
近两年复合增速
-6.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $125.1M | $66.7M |
| 净利润 | $-43.3M | $31.8M |
| 毛利率 | -7.8% | — |
| 营业利润率 | — | 47.8% |
| 净利率 | -34.6% | 47.8% |
| 营收同比 | 11.9% | -13.1% |
| 净利润同比 | -10.0% | -20.4% |
| 每股收益（稀释后） | — | $1.07 |
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EAFIIPR
| Q1 26 | $125.1M | — | ||
| Q4 25 | $116.5M | $66.7M | ||
| Q3 25 | $144.0M | $64.7M | ||
| Q2 25 | $131.8M | $62.9M | ||
| Q1 25 | $111.8M | $71.7M | ||
| Q4 24 | $134.2M | $76.7M | ||
| Q3 24 | $130.7M | $76.5M | ||
| Q2 24 | $137.3M | $79.8M |
净利润EAFIIPR
| Q1 26 | $-43.3M | — | ||
| Q4 25 | $-65.1M | $31.8M | ||
| Q3 25 | $-28.5M | $29.3M | ||
| Q2 25 | $-86.9M | $26.0M | ||
| Q1 25 | $-39.4M | $31.1M | ||
| Q4 24 | $-49.5M | $40.0M | ||
| Q3 24 | $-36.1M | $40.2M | ||
| Q2 24 | $-14.8M | $42.0M |
毛利率EAFIIPR
| Q1 26 | -7.8% | — | ||
| Q4 25 | -20.9% | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | -7.8% | — | ||
| Q3 24 | -9.2% | — | ||
| Q2 24 | 2.9% | — |
营业利润率EAFIIPR
| Q1 26 | — | — | ||
| Q4 25 | -33.6% | 47.8% | ||
| Q3 25 | -3.6% | 45.5% | ||
| Q2 25 | -11.0% | 45.9% | ||
| Q1 25 | -16.3% | 47.4% | ||
| Q4 24 | -18.6% | 54.7% | ||
| Q3 24 | -20.1% | 54.8% | ||
| Q2 24 | -2.0% | 53.1% |
净利率EAFIIPR
| Q1 26 | -34.6% | — | ||
| Q4 25 | -55.9% | 47.8% | ||
| Q3 25 | -19.8% | 45.3% | ||
| Q2 25 | -65.9% | 41.4% | ||
| Q1 25 | -35.2% | 43.3% | ||
| Q4 24 | -36.9% | 52.2% | ||
| Q3 24 | -27.6% | 52.6% | ||
| Q2 24 | -10.7% | 52.6% |
每股收益（稀释后）EAFIIPR
| Q1 26 | — | — | ||
| Q4 25 | $-6.86 | $1.07 | ||
| Q3 25 | $-1.10 | $0.97 | ||
| Q2 25 | $-0.34 | $0.86 | ||
| Q1 25 | $-0.15 | $1.03 | ||
| Q4 24 | $-3.51 | $1.35 | ||
| Q3 24 | $-1.40 | $1.37 | ||
| Q2 24 | $-0.06 | $1.44 |
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 | $120.2M | $47.6M |
| 总债务越低越好 | $1.1B | $393.7M |
| 股东权益账面价值 | — | $1.8B |
| 总资产 | $997.2M | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资EAFIIPR
| Q1 26 | $120.2M | — | ||
| Q4 25 | — | $47.6M | ||
| Q3 25 | — | $41.9M | ||
| Q2 25 | — | $104.9M | ||
| Q1 25 | — | $133.3M | ||
| Q4 24 | — | $151.2M | ||
| Q3 24 | — | $172.4M | ||
| Q2 24 | $120.7M | $160.9M |
总债务EAFIIPR
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $393.7M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $929.5M | — | ||
| Q2 24 | $928.2M | — |
股东权益EAFIIPR
| Q1 26 | — | — | ||
| Q4 25 | $-259.6M | $1.8B | ||
| Q3 25 | $-194.4M | $1.9B | ||
| Q2 25 | $-168.4M | $1.9B | ||
| Q1 25 | $-105.3M | $1.9B | ||
| Q4 24 | $-78.9M | $1.9B | ||
| Q3 24 | $-9.0M | $1.9B | ||
| Q2 24 | $16.2M | $1.9B |
总资产EAFIIPR
| Q1 26 | $997.2M | — | ||
| Q4 25 | $1.0B | $2.4B | ||
| Q3 25 | $1.1B | $2.3B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | $1.2B | $2.4B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $1.2B | $2.4B |
负债/权益比EAFIIPR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 57.16× | — |
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 | $-14.9M | $198.2M |
| 自由现金流经营现金流 - 资本支出 | $-27.1M | — |
| 自由现金流率自由现金流/营收 | -21.6% | — |
| 资本支出强度资本支出/营收 | 9.7% | — |
| 现金转化率经营现金流/净利润 | — | 6.22× |
| 过去12个月自由现金流最近4个季度 | $-105.1M | — |
8季度趋势，按日历期对齐
经营现金流EAFIIPR
| Q1 26 | $-14.9M | — | ||
| Q4 25 | $-20.9M | $198.2M | ||
| Q3 25 | $24.7M | $45.6M | ||
| Q2 25 | $-53.2M | $48.4M | ||
| Q1 25 | $-32.2M | $54.2M | ||
| Q4 24 | $-26.4M | $258.4M | ||
| Q3 24 | $23.7M | $64.9M | ||
| Q2 24 | $-36.9M | $64.2M |
自由现金流EAFIIPR
| Q1 26 | $-27.1M | — | ||
| Q4 25 | $-39.3M | — | ||
| Q3 25 | $18.4M | — | ||
| Q2 25 | $-57.1M | — | ||
| Q1 25 | $-42.5M | — | ||
| Q4 24 | $-39.2M | — | ||
| Q3 24 | $19.7M | — | ||
| Q2 24 | $-43.8M | — |
自由现金流率EAFIIPR
| Q1 26 | -21.6% | — | ||
| Q4 25 | -33.7% | — | ||
| Q3 25 | 12.8% | — | ||
| Q2 25 | -43.3% | — | ||
| Q1 25 | -38.0% | — | ||
| Q4 24 | -29.2% | — | ||
| Q3 24 | 15.1% | — | ||
| Q2 24 | -31.9% | — |
资本支出强度EAFIIPR
| Q1 26 | 9.7% | — | ||
| Q4 25 | 15.8% | — | ||
| Q3 25 | 4.4% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 9.2% | — | ||
| Q4 24 | 9.5% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 5.1% | — |
现金转化率EAFIIPR
| Q1 26 | — | — | ||
| Q4 25 | — | 6.22× | ||
| Q3 25 | — | 1.56× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 1.75× | ||
| Q4 24 | — | 6.46× | ||
| Q3 24 | — | 1.61× | ||
| Q2 24 | — | 1.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
