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伊士曼化工（EMN）与Fastenal（FAST）财务数据对比。点击上方公司名可切换其他公司
Fastenal的季度营收约是伊士曼化工的1.0倍（$2.0B vs $2.0B），Fastenal净利率更高（14.5% vs 5.3%，领先9.2%），Fastenal同比增速更快（3.5% vs -13.8%），过去两年Fastenal的营收复合增速更高（2.9% vs -8.6%）
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业，前身为柯达子公司，1920年成立，1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工，生产各类先进材料、化学品和纤维产品，广泛应用于日常生活领域，2023年销售额约92.1亿美元。
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
EMN vs FAST — 直观对比
营收规模更大
FAST
是对方的1.0倍
$2.0B
营收增速更快
FAST
高出17.3%
-13.8%
净利率更高
FAST
高出9.2%
5.3%
两年增速更快
FAST
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.0B |
| 净利润 | $105.0M | $293.9M |
| 毛利率 | 17.1% | 44.3% |
| 营业利润率 | — | 18.9% |
| 净利率 | 5.3% | 14.5% |
| 营收同比 | -13.8% | 3.5% |
| 净利润同比 | -42.3% | -1.6% |
| 每股收益（稀释后） | $0.93 | $-0.01 |
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EMNFAST
| Q1 26 | $2.0B | $2.0B | ||
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.3B | $2.1B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.2B | $1.8B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | $2.4B | $1.9B |
净利润EMNFAST
| Q1 26 | $105.0M | $293.9M | ||
| Q4 25 | $105.0M | $293.9M | ||
| Q3 25 | $47.0M | $335.5M | ||
| Q2 25 | $140.0M | $330.3M | ||
| Q1 25 | $182.0M | $298.7M | ||
| Q4 24 | $330.0M | $262.1M | ||
| Q3 24 | $180.0M | $298.1M | ||
| Q2 24 | $230.0M | $292.7M |
毛利率EMNFAST
| Q1 26 | 17.1% | 44.3% | ||
| Q4 25 | 17.1% | 44.3% | ||
| Q3 25 | 19.7% | 45.3% | ||
| Q2 25 | 22.1% | 45.3% | ||
| Q1 25 | 24.8% | 45.1% | ||
| Q4 24 | 24.7% | 44.8% | ||
| Q3 24 | 24.6% | 44.9% | ||
| Q2 24 | 25.3% | 45.1% |
营业利润率EMNFAST
| Q1 26 | — | 18.9% | ||
| Q4 25 | 0.6% | 18.9% | ||
| Q3 25 | 6.1% | 20.7% | ||
| Q2 25 | 7.4% | 21.0% | ||
| Q1 25 | 11.0% | 20.1% | ||
| Q4 24 | 13.2% | 18.9% | ||
| Q3 24 | 11.4% | 20.3% | ||
| Q2 24 | 12.1% | 20.2% |
净利率EMNFAST
| Q1 26 | 5.3% | 14.5% | ||
| Q4 25 | 5.3% | 14.5% | ||
| Q3 25 | 2.1% | 15.7% | ||
| Q2 25 | 6.1% | 15.9% | ||
| Q1 25 | 7.9% | 15.2% | ||
| Q4 24 | 14.7% | 14.4% | ||
| Q3 24 | 7.3% | 15.6% | ||
| Q2 24 | 9.7% | 15.3% |
每股收益（稀释后）EMNFAST
| Q1 26 | $0.93 | $-0.01 | ||
| Q4 25 | $0.93 | $-0.01 | ||
| Q3 25 | $0.40 | $0.29 | ||
| Q2 25 | $1.20 | $0.29 | ||
| Q1 25 | $1.57 | $0.52 | ||
| Q4 24 | $2.81 | $0.45 | ||
| Q3 24 | $1.53 | $0.52 | ||
| Q2 24 | $1.94 | $0.51 |
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 | $566.0M | $276.8M |
| 总债务越低越好 | — | $125.0M |
| 股东权益账面价值 | $6.0B | $3.9B |
| 总资产 | $14.9B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资EMNFAST
| Q1 26 | $566.0M | $276.8M | ||
| Q4 25 | $566.0M | $276.8M | ||
| Q3 25 | — | $288.1M | ||
| Q2 25 | — | $237.8M | ||
| Q1 25 | — | $231.8M | ||
| Q4 24 | $837.0M | $255.8M | ||
| Q3 24 | — | $292.2M | ||
| Q2 24 | — | $255.5M |
总债务EMNFAST
| Q1 26 | — | $125.0M | ||
| Q4 25 | — | $125.0M | ||
| Q3 25 | — | $195.0M | ||
| Q2 25 | — | $230.0M | ||
| Q1 25 | — | $200.0M | ||
| Q4 24 | — | $200.0M | ||
| Q3 24 | — | $240.0M | ||
| Q2 24 | — | $235.0M |
股东权益EMNFAST
| Q1 26 | $6.0B | $3.9B | ||
| Q4 25 | $6.0B | $3.9B | ||
| Q3 25 | $5.8B | $3.9B | ||
| Q2 25 | $5.8B | $3.8B | ||
| Q1 25 | $5.9B | $3.7B | ||
| Q4 24 | $5.8B | $3.6B | ||
| Q3 24 | $5.7B | $3.6B | ||
| Q2 24 | $5.6B | $3.5B |
总资产EMNFAST
| Q1 26 | $14.9B | $5.1B | ||
| Q4 25 | $14.9B | $5.1B | ||
| Q3 25 | $15.0B | $5.1B | ||
| Q2 25 | $15.2B | $5.0B | ||
| Q1 25 | $15.0B | $4.9B | ||
| Q4 24 | $15.2B | $4.7B | ||
| Q3 24 | $15.1B | $4.7B | ||
| Q2 24 | $14.9B | $4.6B |
负债/权益比EMNFAST
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.03× | ||
| Q3 25 | — | 0.05× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.05× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | — | 0.07× |
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 | — | $368.2M |
| 自由现金流经营现金流 - 资本支出 | — | $308.2M |
| 自由现金流率自由现金流/营收 | — | 15.2% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.25× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流EMNFAST
| Q1 26 | — | $368.2M | ||
| Q4 25 | $502.0M | $368.2M | ||
| Q3 25 | $402.0M | $386.9M | ||
| Q2 25 | $233.0M | $278.6M | ||
| Q1 25 | $-167.0M | $262.2M | ||
| Q4 24 | $540.0M | $282.8M | ||
| Q3 24 | $396.0M | $296.9M | ||
| Q2 24 | $367.0M | $258.0M |
自由现金流EMNFAST
| Q1 26 | — | $308.2M | ||
| Q4 25 | $390.0M | $308.2M | ||
| Q3 25 | $265.0M | $326.6M | ||
| Q2 25 | $83.0M | $209.3M | ||
| Q1 25 | $-314.0M | $206.5M | ||
| Q4 24 | $361.0M | $222.6M | ||
| Q3 24 | $276.0M | $237.5M | ||
| Q2 24 | $252.0M | $201.9M |
自由现金流率EMNFAST
| Q1 26 | — | 15.2% | ||
| Q4 25 | 19.8% | 15.2% | ||
| Q3 25 | 12.0% | 15.3% | ||
| Q2 25 | 3.6% | 10.1% | ||
| Q1 25 | -13.7% | 10.5% | ||
| Q4 24 | 16.1% | 12.2% | ||
| Q3 24 | 11.2% | 12.4% | ||
| Q2 24 | 10.7% | 10.5% |
资本支出强度EMNFAST
| Q1 26 | — | 3.0% | ||
| Q4 25 | 5.7% | 3.0% | ||
| Q3 25 | 6.2% | 2.8% | ||
| Q2 25 | 6.6% | 3.3% | ||
| Q1 25 | 6.4% | 2.8% | ||
| Q4 24 | 8.0% | 3.3% | ||
| Q3 24 | 4.9% | 3.1% | ||
| Q2 24 | 4.9% | 2.9% |
现金转化率EMNFAST
| Q1 26 | — | 1.25× | ||
| Q4 25 | 4.78× | 1.25× | ||
| Q3 25 | 8.55× | 1.15× | ||
| Q2 25 | 1.66× | 0.84× | ||
| Q1 25 | -0.92× | 0.88× | ||
| Q4 24 | 1.64× | 1.08× | ||
| Q3 24 | 2.20× | 1.00× | ||
| Q2 24 | 1.60× | 0.88× |
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
EMN
暂无分部数据
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
