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Ecovyst Inc.（ECVT）与Palomar Holdings, Inc.（PLMR）财务数据对比。点击上方公司名可切换其他公司
Palomar Holdings, Inc.的季度营收约是Ecovyst Inc.的1.3倍（$253.4M vs $199.4M），Palomar Holdings, Inc.同比增速更快（62.7% vs 34.0%），Palomar Holdings, Inc.自由现金流更多（$409.0M vs $22.9M），过去两年Palomar Holdings, Inc.的营收复合增速更高（46.2% vs 18.7%）
Ecovyst Inc.是一家全球可持续特种材料供应商，主营高性能催化剂与功能性添加剂的研发、生产，产品服务覆盖工业制造、消费品、环保等核心领域，助力全球客户提升运营效率、降低碳排放。
Palomar Holdings, Inc.是一家专业保险控股企业，主要为存在巨灾风险敞口的住宅及商业资产提供财产保险产品，业务范围覆盖美国全境，核心业务板块包含地震、洪水、风暴等高危财产保障服务。
ECVT vs PLMR — 直观对比
营收规模更大
PLMR
是对方的1.3倍
$199.4M
营收增速更快
PLMR
高出28.7%
34.0%
自由现金流更多
PLMR
多$386.0M
$22.9M
两年增速更快
PLMR
近两年复合增速
18.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.4M | $253.4M |
| 净利润 | — | — |
| 毛利率 | 23.4% | — |
| 营业利润率 | 10.9% | 28.7% |
| 净利率 | — | — |
| 营收同比 | 34.0% | 62.7% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.06 | $2.05 |
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ECVTPLMR
| Q4 25 | $199.4M | $253.4M | ||
| Q3 25 | $204.9M | $244.7M | ||
| Q2 25 | $176.1M | $203.3M | ||
| Q1 25 | $143.1M | $174.6M | ||
| Q4 24 | $148.9M | $155.8M | ||
| Q3 24 | $153.9M | $148.5M | ||
| Q2 24 | $154.0M | $131.1M | ||
| Q1 24 | $141.6M | $118.5M |
净利润ECVTPLMR
| Q4 25 | — | — | ||
| Q3 25 | $-79.3M | $51.5M | ||
| Q2 25 | $6.0M | $46.5M | ||
| Q1 25 | $-3.6M | $42.9M | ||
| Q4 24 | — | — | ||
| Q3 24 | $14.3M | $30.5M | ||
| Q2 24 | $8.3M | $25.7M | ||
| Q1 24 | $1.2M | $26.4M |
毛利率ECVTPLMR
| Q4 25 | 23.4% | — | ||
| Q3 25 | 25.4% | — | ||
| Q2 25 | 22.8% | — | ||
| Q1 25 | 13.3% | — | ||
| Q4 24 | 28.9% | — | ||
| Q3 24 | 29.3% | — | ||
| Q2 24 | 27.3% | — | ||
| Q1 24 | 23.5% | — |
营业利润率ECVTPLMR
| Q4 25 | 10.9% | 28.7% | ||
| Q3 25 | 13.8% | 27.4% | ||
| Q2 25 | 9.0% | 29.5% | ||
| Q1 25 | -0.7% | 30.8% | ||
| Q4 24 | 15.1% | 28.9% | ||
| Q3 24 | 17.9% | 25.9% | ||
| Q2 24 | 14.1% | 25.5% | ||
| Q1 24 | 9.5% | 29.0% |
净利率ECVTPLMR
| Q4 25 | — | — | ||
| Q3 25 | -38.7% | 21.0% | ||
| Q2 25 | 3.4% | 22.9% | ||
| Q1 25 | -2.5% | 24.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | 9.3% | 20.5% | ||
| Q2 24 | 5.4% | 19.6% | ||
| Q1 24 | 0.9% | 22.3% |
每股收益（稀释后）ECVTPLMR
| Q4 25 | $0.06 | $2.05 | ||
| Q3 25 | $-0.69 | $1.87 | ||
| Q2 25 | $0.05 | $1.68 | ||
| Q1 25 | $-0.03 | $1.57 | ||
| Q4 24 | $-0.26 | $1.29 | ||
| Q3 24 | $0.12 | $1.15 | ||
| Q2 24 | $0.07 | $1.00 | ||
| Q1 24 | $0.01 | $1.04 |
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 | $197.2M | $106.9M |
| 总债务越低越好 | $392.6M | — |
| 股东权益账面价值 | $603.4M | $942.7M |
| 总资产 | $1.3B | $3.1B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资ECVTPLMR
| Q4 25 | $197.2M | $106.9M | ||
| Q3 25 | $82.0M | $111.7M | ||
| Q2 25 | $69.6M | $81.3M | ||
| Q1 25 | $127.5M | $119.3M | ||
| Q4 24 | $131.4M | $80.4M | ||
| Q3 24 | $123.5M | $86.5M | ||
| Q2 24 | $83.3M | $47.8M | ||
| Q1 24 | $103.1M | $61.4M |
总债务ECVTPLMR
| Q4 25 | $392.6M | — | ||
| Q3 25 | $854.8M | — | ||
| Q2 25 | $856.6M | — | ||
| Q1 25 | $859.0M | — | ||
| Q4 24 | $860.8M | — | ||
| Q3 24 | $862.7M | — | ||
| Q2 24 | $862.4M | — | ||
| Q1 24 | $866.2M | — |
股东权益ECVTPLMR
| Q4 25 | $603.4M | $942.7M | ||
| Q3 25 | $607.9M | $878.1M | ||
| Q2 25 | $692.4M | $847.2M | ||
| Q1 25 | $698.7M | $790.4M | ||
| Q4 24 | $700.5M | $729.0M | ||
| Q3 24 | $729.4M | $703.3M | ||
| Q2 24 | $717.3M | $532.6M | ||
| Q1 24 | $711.4M | $501.7M |
总资产ECVTPLMR
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.7B | $2.9B | ||
| Q2 25 | $1.8B | $2.8B | ||
| Q1 25 | $1.8B | $2.4B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.8B | $2.3B | ||
| Q2 24 | $1.8B | $2.0B | ||
| Q1 24 | $1.8B | $1.9B |
负债/权益比ECVTPLMR
| Q4 25 | 0.65× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.23× | — | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.20× | — | ||
| Q1 24 | 1.22× | — |
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 | $41.8M | $409.1M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $409.0M |
| 自由现金流率自由现金流/营收 | 11.5% | 161.4% |
| 资本支出强度资本支出/营收 | 9.4% | 0.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $69.9M | $700.6M |
8季度趋势，按日历期对齐
经营现金流ECVTPLMR
| Q4 25 | $41.8M | $409.1M | ||
| Q3 25 | $55.3M | $83.6M | ||
| Q2 25 | $33.0M | $120.9M | ||
| Q1 25 | $10.3M | $87.2M | ||
| Q4 24 | $43.5M | $261.2M | ||
| Q3 24 | $59.9M | $100.3M | ||
| Q2 24 | $10.0M | $55.1M | ||
| Q1 24 | $36.5M | $33.1M |
自由现金流ECVTPLMR
| Q4 25 | $22.9M | $409.0M | ||
| Q3 25 | $53.2M | $83.6M | ||
| Q2 25 | $7.8M | $120.8M | ||
| Q1 25 | $-14.0M | $87.1M | ||
| Q4 24 | $30.9M | $260.9M | ||
| Q3 24 | $53.6M | $100.1M | ||
| Q2 24 | $-9.3M | — | ||
| Q1 24 | $19.1M | — |
自由现金流率ECVTPLMR
| Q4 25 | 11.5% | 161.4% | ||
| Q3 25 | 26.0% | 34.2% | ||
| Q2 25 | 4.4% | 59.4% | ||
| Q1 25 | -9.8% | 49.9% | ||
| Q4 24 | 20.7% | 167.5% | ||
| Q3 24 | 34.9% | 67.4% | ||
| Q2 24 | -6.1% | — | ||
| Q1 24 | 13.5% | — |
资本支出强度ECVTPLMR
| Q4 25 | 9.4% | 0.1% | ||
| Q3 25 | 1.0% | 0.0% | ||
| Q2 25 | 14.4% | 0.0% | ||
| Q1 25 | 16.9% | 0.0% | ||
| Q4 24 | 8.5% | 0.2% | ||
| Q3 24 | 4.1% | 0.1% | ||
| Q2 24 | 12.5% | 0.0% | ||
| Q1 24 | 12.3% | 0.0% |
现金转化率ECVTPLMR
| Q4 25 | — | — | ||
| Q3 25 | — | 1.63× | ||
| Q2 25 | 5.52× | 2.60× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.21× | 3.29× | ||
| Q2 24 | 1.20× | 2.14× | ||
| Q1 24 | 29.90× | 1.26× |
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
ECVT
| Industrial Mining Automotive | $101.3M | 51% |
| Regeneration And Treatment Services | $90.0M | 45% |
| Other | $8.1M | 4% |
PLMR
暂无分部数据
