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慧与（EFSC）与KADANT INC（KAI）财务数据对比。点击上方公司名可切换其他公司
KADANT INC的季度营收约是慧与的1.5倍（$271.6M vs $185.2M），慧与净利率更高（26.6% vs 10.2%，领先16.4%），过去两年慧与的营收复合增速更高（9.0% vs 6.7%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
Kadant Inc.创立于1991年，最初是Thermo Electron的子公司，部分股权私有、部分公开交易，2001年完成完全分拆并启用现名。公司服务于造纸、废纸回收、木材加工、物料搬运等多个加工领域，是业务覆盖亚洲、欧洲、北美、南美的跨国企业。
EFSC vs KAI — 直观对比
营收规模更大
KAI
是对方的1.5倍
$185.2M
净利率更高
EFSC
高出16.4%
10.2%
两年增速更快
EFSC
近两年复合增速
6.7%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $271.6M |
| 净利润 | $49.4M | $27.7M |
| 毛利率 | — | 45.2% |
| 营业利润率 | — | 15.7% |
| 净利率 | 26.6% | 10.2% |
| 营收同比 | — | -0.0% |
| 净利润同比 | -1.2% | -12.2% |
| 每股收益（稀释后） | $1.30 | $2.35 |
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EFSCKAI
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | — | ||
| Q3 25 | $206.9M | $271.6M | ||
| Q2 25 | $173.4M | $255.3M | ||
| Q1 25 | $166.0M | $239.2M | ||
| Q4 24 | $167.0M | $258.0M | ||
| Q3 24 | $164.9M | $271.6M | ||
| Q2 24 | $156.0M | $274.8M |
净利润EFSCKAI
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | — | ||
| Q3 25 | $45.2M | $27.7M | ||
| Q2 25 | $51.4M | $26.2M | ||
| Q1 25 | $50.0M | $24.1M | ||
| Q4 24 | $48.8M | $24.0M | ||
| Q3 24 | $50.6M | $31.6M | ||
| Q2 24 | $45.4M | $31.3M |
毛利率EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 45.2% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 46.1% | ||
| Q4 24 | — | 43.4% | ||
| Q3 24 | — | 44.7% | ||
| Q2 24 | — | 44.4% |
营业利润率EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 42.9% | 15.7% | ||
| Q2 25 | 37.0% | 15.4% | ||
| Q1 25 | 36.8% | 14.9% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | 38.1% | 18.0% | ||
| Q2 24 | 36.7% | 17.6% |
净利率EFSCKAI
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | — | ||
| Q3 25 | 21.9% | 10.2% | ||
| Q2 25 | 29.6% | 10.2% | ||
| Q1 25 | 30.1% | 10.1% | ||
| Q4 24 | 29.2% | 9.3% | ||
| Q3 24 | 30.7% | 11.6% | ||
| Q2 24 | 29.1% | 11.4% |
每股收益（稀释后）EFSCKAI
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | — | ||
| Q3 25 | $1.19 | $2.35 | ||
| Q2 25 | $1.36 | $2.22 | ||
| Q1 25 | $1.31 | $2.04 | ||
| Q4 24 | $1.27 | $2.04 | ||
| Q3 24 | $1.32 | $2.68 | ||
| Q2 24 | $1.19 | $2.66 |
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 | — | $124.5M |
| 总债务越低越好 | — | $254.6M |
| 股东权益账面价值 | $2.1B | $949.8M |
| 总资产 | $17.3B | $1.5B |
| 负债/权益比越低杠杆越低 | — | 0.27× |
8季度趋势，按日历期对齐
现金及短期投资EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $124.5M | ||
| Q2 25 | — | $95.3M | ||
| Q1 25 | — | $91.7M | ||
| Q4 24 | — | $94.7M | ||
| Q3 24 | — | $88.4M | ||
| Q2 24 | — | $73.8M |
总债务EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $254.6M | ||
| Q2 25 | — | $245.7M | ||
| Q1 25 | — | $273.5M | ||
| Q4 24 | — | $285.2M | ||
| Q3 24 | — | $323.2M | ||
| Q2 24 | — | $342.0M |
股东权益EFSCKAI
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $949.8M | ||
| Q2 25 | $1.9B | $926.0M | ||
| Q1 25 | $1.9B | $876.0M | ||
| Q4 24 | $1.8B | $847.1M | ||
| Q3 24 | $1.8B | $851.7M | ||
| Q2 24 | $1.8B | $807.7M |
总资产EFSCKAI
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | — | ||
| Q3 25 | $16.4B | $1.5B | ||
| Q2 25 | $16.1B | $1.5B | ||
| Q1 25 | $15.7B | $1.4B | ||
| Q4 24 | $15.6B | $1.4B | ||
| Q3 24 | $15.0B | $1.5B | ||
| Q2 24 | $14.6B | $1.5B |
负债/权益比EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.42× |
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 | — | $47.3M |
| 自由现金流经营现金流 - 资本支出 | — | $44.1M |
| 自由现金流率自由现金流/营收 | — | 16.2% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | — | $145.9M |
8季度趋势，按日历期对齐
经营现金流EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | — | ||
| Q3 25 | $49.4M | $47.3M | ||
| Q2 25 | $61.3M | $40.5M | ||
| Q1 25 | $40.0M | $22.8M | ||
| Q4 24 | $247.4M | $51.9M | ||
| Q3 24 | $89.0M | $52.5M | ||
| Q2 24 | $76.5M | $28.1M |
自由现金流EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | — | ||
| Q3 25 | $47.1M | $44.1M | ||
| Q2 25 | $59.0M | $36.5M | ||
| Q1 25 | $35.6M | $19.0M | ||
| Q4 24 | $239.9M | $46.3M | ||
| Q3 24 | $88.2M | $48.3M | ||
| Q2 24 | $74.7M | $23.1M |
自由现金流率EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | — | ||
| Q3 25 | 22.8% | 16.2% | ||
| Q2 25 | 34.0% | 14.3% | ||
| Q1 25 | 21.5% | 7.9% | ||
| Q4 24 | 143.7% | 17.9% | ||
| Q3 24 | 53.5% | 17.8% | ||
| Q2 24 | 47.9% | 8.4% |
资本支出强度EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 1.1% | 1.2% | ||
| Q2 25 | 1.3% | 1.6% | ||
| Q1 25 | 2.7% | 1.6% | ||
| Q4 24 | 4.5% | 2.2% | ||
| Q3 24 | 0.5% | 1.5% | ||
| Q2 24 | 1.1% | 1.8% |
现金转化率EFSCKAI
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | 1.70× | ||
| Q2 25 | 1.19× | 1.55× | ||
| Q1 25 | 0.80× | 0.95× | ||
| Q4 24 | 5.07× | 2.16× | ||
| Q3 24 | 1.76× | 1.66× | ||
| Q2 24 | 1.68× | 0.90× |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
KAI
| Flow Control | $94.8M | 35% |
| Capital | $83.2M | 31% |
| Material Handling Systems | $70.3M | 26% |
| Transferred Over Time | $17.1M | 6% |
| Other | $6.1M | 2% |
