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艺康（ECL）与维蒙特工业（VMI）财务数据对比。点击上方公司名可切换其他公司
艺康的季度营收约是维蒙特工业的4.0倍（$4.1B vs $1.0B），艺康净利率更高（10.6% vs 10.5%，领先0.1%），艺康同比增速更快（10.0% vs 6.2%），过去两年艺康的营收复合增速更高（1.0% vs -0.5%）
艺康（Ecolab）总部位于美国明尼苏达州圣保罗市，是全球领先的水处理、清洁消毒与卫生防护产品提供商，核心客户群体覆盖各领域商业机构与工业企业，可助力客户提升运营效率、保障公共卫生安全、实现可持续发展。
维蒙特工业是美国大型上市制造企业，核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔，在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
ECL vs VMI — 直观对比
营收规模更大
ECL
是对方的4.0倍
$1.0B
营收增速更快
ECL
高出3.8%
6.2%
净利率更高
ECL
高出0.1%
10.5%
两年增速更快
ECL
近两年复合增速
-0.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.1B | $1.0B |
| 净利润 | $432.6M | $108.0M |
| 毛利率 | — | 30.8% |
| 营业利润率 | 15.3% | 15.1% |
| 净利率 | 10.6% | 10.5% |
| 营收同比 | 10.0% | 6.2% |
| 净利润同比 | 1.3% | 23.8% |
| 每股收益（稀释后） | $1.52 | $5.51 |
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ECLVMI
| Q2 26 | $4.1B | — | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $4.2B | $1.0B | ||
| Q3 25 | $4.2B | $1.0B | ||
| Q2 25 | $4.0B | $1.1B | ||
| Q1 25 | $3.7B | $969.3M | ||
| Q4 24 | $4.0B | $1.0B | ||
| Q3 24 | $4.0B | $1.0B |
净利润ECLVMI
| Q2 26 | $432.6M | — | ||
| Q1 26 | — | $108.0M | ||
| Q4 25 | $563.9M | $168.0M | ||
| Q3 25 | $585.0M | $99.0M | ||
| Q2 25 | $524.2M | $-4.0M | ||
| Q1 25 | $402.5M | $87.3M | ||
| Q4 24 | $472.9M | $77.7M | ||
| Q3 24 | $736.5M | $83.1M |
毛利率ECLVMI
| Q2 26 | — | — | ||
| Q1 26 | — | 30.8% | ||
| Q4 25 | 44.0% | 29.8% | ||
| Q3 25 | 44.8% | 30.4% | ||
| Q2 25 | 44.8% | 30.6% | ||
| Q1 25 | 44.2% | 30.0% | ||
| Q4 24 | 43.3% | 30.2% | ||
| Q3 24 | 43.4% | 29.6% |
营业利润率ECLVMI
| Q2 26 | 15.3% | — | ||
| Q1 26 | — | 15.1% | ||
| Q4 25 | 17.0% | 11.2% | ||
| Q3 25 | 18.3% | 13.5% | ||
| Q2 25 | 17.6% | 2.8% | ||
| Q1 25 | 15.0% | 13.2% | ||
| Q4 24 | 14.6% | 11.6% | ||
| Q3 24 | 26.1% | 12.3% |
净利率ECLVMI
| Q2 26 | 10.6% | — | ||
| Q1 26 | — | 10.5% | ||
| Q4 25 | 13.4% | 16.2% | ||
| Q3 25 | 14.0% | 9.5% | ||
| Q2 25 | 13.0% | -0.4% | ||
| Q1 25 | 10.9% | 9.0% | ||
| Q4 24 | 11.8% | 7.5% | ||
| Q3 24 | 18.4% | 8.1% |
每股收益（稀释后）ECLVMI
| Q2 26 | $1.52 | — | ||
| Q1 26 | — | $5.51 | ||
| Q4 25 | $1.98 | $9.02 | ||
| Q3 25 | $2.05 | $4.98 | ||
| Q2 25 | $1.84 | $-1.53 | ||
| Q1 25 | $1.41 | $4.32 | ||
| Q4 24 | $1.65 | $3.85 | ||
| Q3 24 | $2.58 | $4.11 |
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 | $519.8K | $160.2M |
| 总债务越低越好 | $8.5M | — |
| 股东权益账面价值 | $10.0M | $1.7B |
| 总资产 | $25.0M | $3.4B |
| 负债/权益比越低杠杆越低 | 0.85× | — |
8季度趋势，按日历期对齐
现金及短期投资ECLVMI
| Q2 26 | $519.8K | — | ||
| Q1 26 | — | $160.2M | ||
| Q4 25 | $646.2M | $187.1M | ||
| Q3 25 | $2.0B | $226.1M | ||
| Q2 25 | $1.9B | $208.5M | ||
| Q1 25 | $1.2B | $184.4M | ||
| Q4 24 | $1.3B | $164.3M | ||
| Q3 24 | $1.3B | $200.5M |
总债务ECLVMI
| Q2 26 | $8.5M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $7.4B | $795.7M | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $7.5B | — | ||
| Q1 25 | $7.0B | — | ||
| Q4 24 | $6.9B | $730.6M | ||
| Q3 24 | $7.0B | — |
股东权益ECLVMI
| Q2 26 | $10.0M | — | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $9.8B | $1.6B | ||
| Q3 25 | $9.7B | $1.6B | ||
| Q2 25 | $9.3B | $1.5B | ||
| Q1 25 | $8.9B | $1.6B | ||
| Q4 24 | $8.8B | $1.5B | ||
| Q3 24 | $8.5B | $1.5B |
总资产ECLVMI
| Q2 26 | $25.0M | — | ||
| Q1 26 | — | $3.4B | ||
| Q4 25 | $24.7B | $3.4B | ||
| Q3 25 | $23.9B | $3.4B | ||
| Q2 25 | $23.7B | $3.3B | ||
| Q1 25 | $22.4B | $3.4B | ||
| Q4 24 | $22.4B | $3.3B | ||
| Q3 24 | $22.1B | $3.5B |
负债/权益比ECLVMI
| Q2 26 | 0.85× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.75× | 0.49× | ||
| Q3 25 | 0.83× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.79× | 0.47× | ||
| Q3 24 | 0.82× | — |
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
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
