vs
EMCOR Group, Inc.(EME)与艾默生(EMR)财务数据对比。点击上方公司名可切换其他公司
EMCOR Group, Inc.的季度营收约是艾默生的1.0倍($4.5B vs $4.3B),艾默生净利率更高(13.9% vs 9.6%,领先4.3%),EMCOR Group, Inc.同比增速更快(19.7% vs 4.1%),艾默生自由现金流更多($602.0M vs $492.5M),过去两年EMCOR Group, Inc.的营收复合增速更高(14.7% vs -0.3%)
EMCOR Group Inc.是总部位于美国康涅狄格州诺沃克的综合服务企业,核心业务涵盖工程设计、建筑施工、不动产管理三大板块,可为各行业客户提供相关领域的专业定制化解决方案及全流程配套服务。
艾默生是总部位于美国密苏里州圣路易斯的世界500强跨国企业,业务涵盖工业自动化设备、暖通控制系统、精密测量仪器的研发制造,同时面向工业、商业、消费级市场提供工程服务及对应软件工程解决方案。
EME vs EMR — 直观对比
营收规模更大
EME
是对方的1.0倍
$4.3B
营收增速更快
EME
高出15.6%
4.1%
净利率更高
EMR
高出4.3%
9.6%
自由现金流更多
EMR
多$109.5M
$492.5M
两年增速更快
EME
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $4.3B |
| 净利润 | $434.6M | $605.0M |
| 毛利率 | 19.7% | 53.2% |
| 营业利润率 | 12.7% | 17.8% |
| 净利率 | 9.6% | 13.9% |
| 营收同比 | 19.7% | 4.1% |
| 净利润同比 | 48.8% | 3.4% |
| 每股收益(稀释后) | $9.64 | $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
EME
EMR
| Q4 25 | $4.5B | $4.3B | ||
| Q3 25 | $4.3B | $4.9B | ||
| Q2 25 | $4.3B | $4.6B | ||
| Q1 25 | $3.9B | $4.4B | ||
| Q4 24 | $3.8B | $4.2B | ||
| Q3 24 | $3.7B | $4.6B | ||
| Q2 24 | $3.7B | $4.4B | ||
| Q1 24 | $3.4B | $4.4B |
净利润
EME
EMR
| Q4 25 | $434.6M | $605.0M | ||
| Q3 25 | $295.4M | $637.0M | ||
| Q2 25 | $302.2M | $586.0M | ||
| Q1 25 | $240.7M | $485.0M | ||
| Q4 24 | $292.2M | $585.0M | ||
| Q3 24 | $270.3M | $996.0M | ||
| Q2 24 | $247.6M | $329.0M | ||
| Q1 24 | $197.1M | $501.0M |
毛利率
EME
EMR
| Q4 25 | 19.7% | 53.2% | ||
| Q3 25 | 19.4% | 51.9% | ||
| Q2 25 | 19.4% | 52.6% | ||
| Q1 25 | 18.7% | 53.5% | ||
| Q4 24 | 20.1% | 53.5% | ||
| Q3 24 | 19.9% | 51.3% | ||
| Q2 24 | 18.7% | 52.8% | ||
| Q1 24 | 17.2% | 52.2% |
营业利润率
EME
EMR
| Q4 25 | 12.7% | 17.8% | ||
| Q3 25 | 9.4% | 16.4% | ||
| Q2 25 | 9.6% | 16.1% | ||
| Q1 25 | 8.2% | 14.2% | ||
| Q4 24 | 10.3% | 18.6% | ||
| Q3 24 | 9.8% | 14.7% | ||
| Q2 24 | 9.1% | 10.4% | ||
| Q1 24 | 7.6% | 16.2% |
净利率
EME
EMR
| Q4 25 | 9.6% | 13.9% | ||
| Q3 25 | 6.9% | 13.1% | ||
| Q2 25 | 7.0% | 12.9% | ||
| Q1 25 | 6.2% | 10.9% | ||
| Q4 24 | 7.7% | 14.0% | ||
| Q3 24 | 7.3% | 21.6% | ||
| Q2 24 | 6.8% | 7.5% | ||
| Q1 24 | 5.7% | 11.4% |
每股收益(稀释后)
EME
EMR
| Q4 25 | $9.64 | $1.07 | ||
| Q3 25 | $6.57 | $1.12 | ||
| Q2 25 | $6.72 | $1.04 | ||
| Q1 25 | $5.26 | $0.86 | ||
| Q4 24 | $6.30 | $1.02 | ||
| Q3 24 | $5.80 | $1.74 | ||
| Q2 24 | $5.25 | $0.57 | ||
| Q1 24 | $4.17 | $0.87 |
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 | $1.1B | — |
| 总债务越低越好 | — | $7.6B |
| 股东权益账面价值 | $3.7B | $20.3B |
| 总资产 | $9.3B | $41.9B |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势,按日历期对齐
现金及短期投资
EME
EMR
| Q4 25 | $1.1B | — | ||
| Q3 25 | $655.1M | — | ||
| Q2 25 | $486.0M | — | ||
| Q1 25 | $576.7M | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $807.3M | — | ||
| Q1 24 | $841.0M | — |
总债务
EME
EMR
| Q4 25 | — | $7.6B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.3B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | — | $6.6B | ||
| Q3 24 | — | $7.7B | ||
| Q2 24 | — | $7.1B | ||
| Q1 24 | — | $7.6B |
股东权益
EME
EMR
| Q4 25 | $3.7B | $20.3B | ||
| Q3 25 | $3.3B | $20.3B | ||
| Q2 25 | $3.1B | $19.9B | ||
| Q1 25 | $2.9B | $19.2B | ||
| Q4 24 | $2.9B | $20.5B | ||
| Q3 24 | $2.8B | $21.6B | ||
| Q2 24 | $2.7B | $20.8B | ||
| Q1 24 | $2.6B | $20.9B |
总资产
EME
EMR
| Q4 25 | $9.3B | $41.9B | ||
| Q3 25 | $8.6B | $42.0B | ||
| Q2 25 | $8.4B | $42.5B | ||
| Q1 25 | $8.1B | $42.0B | ||
| Q4 24 | $7.7B | $42.6B | ||
| Q3 24 | $7.3B | $44.2B | ||
| Q2 24 | $7.1B | $45.6B | ||
| Q1 24 | $6.7B | $46.4B |
负债/权益比
EME
EMR
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.36× | ||
| Q2 24 | — | 0.34× | ||
| Q1 24 | — | 0.36× |
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 | $524.4M | $699.0M |
| 自由现金流经营现金流 - 资本支出 | $492.5M | $602.0M |
| 自由现金流率自由现金流/营收 | 10.9% | 13.9% |
| 资本支出强度资本支出/营收 | 0.7% | 2.2% |
| 现金转化率经营现金流/净利润 | 1.21× | 1.16× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $4.4B |
8季度趋势,按日历期对齐
经营现金流
EME
EMR
| Q4 25 | $524.4M | $699.0M | ||
| Q3 25 | $475.5M | $3.1B | ||
| Q2 25 | $193.7M | $1.1B | ||
| Q1 25 | $108.5M | $241.0M | ||
| Q4 24 | $469.5M | $777.0M | ||
| Q3 24 | $526.4M | $3.3B | ||
| Q2 24 | $279.7M | $1.1B | ||
| Q1 24 | $132.3M | $743.0M |
自由现金流
EME
EMR
| Q4 25 | $492.5M | $602.0M | ||
| Q3 25 | $448.8M | $2.7B | ||
| Q2 25 | $165.6M | $977.0M | ||
| Q1 25 | $82.3M | $154.0M | ||
| Q4 24 | $451.8M | $694.0M | ||
| Q3 24 | $508.7M | $2.9B | ||
| Q2 24 | $260.4M | $998.0M | ||
| Q1 24 | $112.0M | $661.0M |
自由现金流率
EME
EMR
| Q4 25 | 10.9% | 13.9% | ||
| Q3 25 | 10.4% | 54.9% | ||
| Q2 25 | 3.8% | 21.5% | ||
| Q1 25 | 2.1% | 3.5% | ||
| Q4 24 | 12.0% | 16.6% | ||
| Q3 24 | 13.8% | 63.1% | ||
| Q2 24 | 7.1% | 22.8% | ||
| Q1 24 | 3.3% | 15.1% |
资本支出强度
EME
EMR
| Q4 25 | 0.7% | 2.2% | ||
| Q3 25 | 0.6% | 8.9% | ||
| Q2 25 | 0.7% | 2.0% | ||
| Q1 25 | 0.7% | 2.0% | ||
| Q4 24 | 0.5% | 2.0% | ||
| Q3 24 | 0.5% | 9.1% | ||
| Q2 24 | 0.5% | 2.1% | ||
| Q1 24 | 0.6% | 1.9% |
现金转化率
EME
EMR
| Q4 25 | 1.21× | 1.16× | ||
| Q3 25 | 1.61× | 4.86× | ||
| Q2 25 | 0.64× | 1.83× | ||
| Q1 25 | 0.45× | 0.50× | ||
| Q4 24 | 1.61× | 1.33× | ||
| Q3 24 | 1.95× | 3.35× | ||
| Q2 24 | 1.13× | 3.31× | ||
| Q1 24 | 0.67× | 1.48× |
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
EME
暂无分部数据
EMR
| Other | $1.8B | 41% |
| Software And Systems | $1.0B | 24% |
| Intelligent Devices | $996.0M | 23% |
| Safety And Productivity | $503.0M | 12% |