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Ecovyst Inc.（ECVT）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是Ecovyst Inc.的1.9倍（$385.1M vs $199.4M），Ecovyst Inc.同比增速更快（34.0% vs 12.2%），Ecovyst Inc.自由现金流更多（$22.9M vs $-37.6M），过去两年Ecovyst Inc.的营收复合增速更高（18.7% vs 7.8%）
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。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
ECVT vs SMP — 直观对比
营收规模更大
SMP
是对方的1.9倍
$199.4M
营收增速更快
ECVT
高出21.8%
12.2%
自由现金流更多
ECVT
多$60.6M
$-37.6M
两年增速更快
ECVT
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.4M | $385.1M |
| 净利润 | — | $7.9M |
| 毛利率 | 23.4% | 31.7% |
| 营业利润率 | 10.9% | 5.6% |
| 净利率 | — | 2.0% |
| 营收同比 | 34.0% | 12.2% |
| 净利润同比 | — | 457.9% |
| 每股收益（稀释后） | $0.06 | $0.34 |
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ECVTSMP
| Q4 25 | $199.4M | $385.1M | ||
| Q3 25 | $204.9M | $498.8M | ||
| Q2 25 | $176.1M | $493.9M | ||
| Q1 25 | $143.1M | $413.4M | ||
| Q4 24 | $148.9M | $343.4M | ||
| Q3 24 | $153.9M | $399.3M | ||
| Q2 24 | $154.0M | $389.8M | ||
| Q1 24 | $141.6M | $331.4M |
净利润ECVTSMP
| Q4 25 | — | $7.9M | ||
| Q3 25 | $-79.3M | $-4.3M | ||
| Q2 25 | $6.0M | $25.2M | ||
| Q1 25 | $-3.6M | $12.6M | ||
| Q4 24 | — | $-2.2M | ||
| Q3 24 | $14.3M | $3.8M | ||
| Q2 24 | $8.3M | $17.1M | ||
| Q1 24 | $1.2M | $8.8M |
毛利率ECVTSMP
| Q4 25 | 23.4% | 31.7% | ||
| Q3 25 | 25.4% | 32.4% | ||
| Q2 25 | 22.8% | 30.6% | ||
| Q1 25 | 13.3% | 30.2% | ||
| Q4 24 | 28.9% | 29.4% | ||
| Q3 24 | 29.3% | 30.4% | ||
| Q2 24 | 27.3% | 28.6% | ||
| Q1 24 | 23.5% | 27.0% |
营业利润率ECVTSMP
| Q4 25 | 10.9% | 5.6% | ||
| Q3 25 | 13.8% | 9.5% | ||
| Q2 25 | 9.0% | 8.7% | ||
| Q1 25 | -0.7% | 5.9% | ||
| Q4 24 | 15.1% | 1.1% | ||
| Q3 24 | 17.9% | 9.3% | ||
| Q2 24 | 14.1% | 6.4% | ||
| Q1 24 | 9.5% | 4.4% |
净利率ECVTSMP
| Q4 25 | — | 2.0% | ||
| Q3 25 | -38.7% | -0.9% | ||
| Q2 25 | 3.4% | 5.1% | ||
| Q1 25 | -2.5% | 3.0% | ||
| Q4 24 | — | -0.6% | ||
| Q3 24 | 9.3% | 1.0% | ||
| Q2 24 | 5.4% | 4.4% | ||
| Q1 24 | 0.9% | 2.7% |
每股收益（稀释后）ECVTSMP
| Q4 25 | $0.06 | $0.34 | ||
| Q3 25 | $-0.69 | $-0.19 | ||
| Q2 25 | $0.05 | $1.13 | ||
| Q1 25 | $-0.03 | $0.56 | ||
| Q4 24 | $-0.26 | $-0.09 | ||
| Q3 24 | $0.12 | $0.17 | ||
| Q2 24 | $0.07 | $0.77 | ||
| Q1 24 | $0.01 | $0.39 |
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 | — |
| 总债务越低越好 | $392.6M | $618.7M |
| 股东权益账面价值 | $603.4M | $683.7M |
| 总资产 | $1.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.65× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资ECVTSMP
| Q4 25 | $197.2M | — | ||
| Q3 25 | $82.0M | $87.2M | ||
| Q2 25 | $69.6M | $58.8M | ||
| Q1 25 | $127.5M | $50.3M | ||
| Q4 24 | $131.4M | $44.4M | ||
| Q3 24 | $123.5M | $26.3M | ||
| Q2 24 | $83.3M | $26.2M | ||
| Q1 24 | $103.1M | $27.1M |
总债务ECVTSMP
| Q4 25 | $392.6M | $618.7M | ||
| Q3 25 | $854.8M | $589.5M | ||
| Q2 25 | $856.6M | $636.6M | ||
| Q1 25 | $859.0M | $650.6M | ||
| Q4 24 | $860.8M | $562.3M | ||
| Q3 24 | $862.7M | $142.8M | ||
| Q2 24 | $862.4M | $208.2M | ||
| Q1 24 | $866.2M | $214.9M |
股东权益ECVTSMP
| Q4 25 | $603.4M | $683.7M | ||
| Q3 25 | $607.9M | $677.4M | ||
| Q2 25 | $692.4M | $688.6M | ||
| Q1 25 | $698.7M | $638.0M | ||
| Q4 24 | $700.5M | $615.7M | ||
| Q3 24 | $729.4M | $638.8M | ||
| Q2 24 | $717.3M | $640.0M | ||
| Q1 24 | $711.4M | $639.1M |
总资产ECVTSMP
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.7B | $2.0B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.8B | $1.4B | ||
| Q1 24 | $1.8B | $1.4B |
负债/权益比ECVTSMP
| Q4 25 | 0.65× | 0.90× | ||
| Q3 25 | 1.41× | 0.87× | ||
| Q2 25 | 1.24× | 0.92× | ||
| Q1 25 | 1.23× | 1.02× | ||
| Q4 24 | 1.23× | 0.91× | ||
| Q3 24 | 1.18× | 0.22× | ||
| Q2 24 | 1.20× | 0.33× | ||
| Q1 24 | 1.22× | 0.34× |
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 | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $22.9M | $-37.6M |
| 自由现金流率自由现金流/营收 | 11.5% | -9.8% |
| 资本支出强度资本支出/营收 | 9.4% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $69.9M | $18.7M |
8季度趋势，按日历期对齐
经营现金流ECVTSMP
| Q4 25 | $41.8M | $-28.2M | ||
| Q3 25 | $55.3M | $91.6M | ||
| Q2 25 | $33.0M | $54.3M | ||
| Q1 25 | $10.3M | $-60.2M | ||
| Q4 24 | $43.5M | $-1.5M | ||
| Q3 24 | $59.9M | $88.3M | ||
| Q2 24 | $10.0M | $35.6M | ||
| Q1 24 | $36.5M | $-45.7M |
自由现金流ECVTSMP
| Q4 25 | $22.9M | $-37.6M | ||
| Q3 25 | $53.2M | $81.5M | ||
| Q2 25 | $7.8M | $44.2M | ||
| Q1 25 | $-14.0M | $-69.4M | ||
| Q4 24 | $30.9M | $-11.4M | ||
| Q3 24 | $53.6M | $77.1M | ||
| Q2 24 | $-9.3M | $22.7M | ||
| Q1 24 | $19.1M | $-55.8M |
自由现金流率ECVTSMP
| Q4 25 | 11.5% | -9.8% | ||
| Q3 25 | 26.0% | 16.3% | ||
| Q2 25 | 4.4% | 8.9% | ||
| Q1 25 | -9.8% | -16.8% | ||
| Q4 24 | 20.7% | -3.3% | ||
| Q3 24 | 34.9% | 19.3% | ||
| Q2 24 | -6.1% | 5.8% | ||
| Q1 24 | 13.5% | -16.8% |
资本支出强度ECVTSMP
| Q4 25 | 9.4% | 2.4% | ||
| Q3 25 | 1.0% | 2.0% | ||
| Q2 25 | 14.4% | 2.1% | ||
| Q1 25 | 16.9% | 2.2% | ||
| Q4 24 | 8.5% | 2.9% | ||
| Q3 24 | 4.1% | 2.8% | ||
| Q2 24 | 12.5% | 3.3% | ||
| Q1 24 | 12.3% | 3.0% |
现金转化率ECVTSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | 5.52× | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.21× | 23.19× | ||
| Q2 24 | 1.20× | 2.09× | ||
| Q1 24 | 29.90× | -5.18× |
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% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
