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伊士曼化工(EMN)与Masco(MAS)财务数据对比。点击上方公司名可切换其他公司
伊士曼化工的季度营收约是Masco的1.0倍($2.0B vs $1.9B),Masco净利率更高(11.9% vs 5.3%,领先6.6%),Masco同比增速更快(6.5% vs -13.8%),过去两年Masco的营收复合增速更高(-4.2% 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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品,旗下拥有20余家子公司,在全球运营近80座生产工厂,其中美国本土近60座,海外地区超20座。公司1969年于纽交所挂牌上市,后实现快速增长,成功跻身美国财富500强榜单。
EMN vs MAS — 直观对比
营收规模更大
EMN
是对方的1.0倍
$1.9B
营收增速更快
MAS
高出20.3%
-13.8%
净利率更高
MAS
高出6.6%
5.3%
两年增速更快
MAS
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $105.0M | $228.0M |
| 毛利率 | 17.1% | 35.8% |
| 营业利润率 | — | 16.5% |
| 净利率 | 5.3% | 11.9% |
| 营收同比 | -13.8% | 6.5% |
| 净利润同比 | -42.3% | 14.5% |
| 每股收益(稀释后) | $0.93 | — |
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
EMN
MAS
| Q1 26 | $2.0B | $1.9B | ||
| Q4 25 | $2.0B | $1.8B | ||
| Q3 25 | $2.2B | $1.9B | ||
| Q2 25 | $2.3B | $2.1B | ||
| Q1 25 | $2.3B | $1.8B | ||
| Q4 24 | $2.2B | $1.8B | ||
| Q3 24 | $2.5B | $2.0B | ||
| Q2 24 | $2.4B | $2.1B |
净利润
EMN
MAS
| Q1 26 | $105.0M | $228.0M | ||
| Q4 25 | $105.0M | $165.0M | ||
| Q3 25 | $47.0M | $189.0M | ||
| Q2 25 | $140.0M | $270.0M | ||
| Q1 25 | $182.0M | $186.0M | ||
| Q4 24 | $330.0M | $182.0M | ||
| Q3 24 | $180.0M | $167.0M | ||
| Q2 24 | $230.0M | $258.0M |
毛利率
EMN
MAS
| Q1 26 | 17.1% | 35.8% | ||
| Q4 25 | 17.1% | 33.9% | ||
| Q3 25 | 19.7% | 34.2% | ||
| Q2 25 | 22.1% | 37.6% | ||
| Q1 25 | 24.8% | 35.8% | ||
| Q4 24 | 24.7% | 34.8% | ||
| Q3 24 | 24.6% | 36.6% | ||
| Q2 24 | 25.3% | 37.5% |
营业利润率
EMN
MAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 0.6% | 13.8% | ||
| Q3 25 | 6.1% | 15.8% | ||
| Q2 25 | 7.4% | 20.1% | ||
| Q1 25 | 11.0% | 15.9% | ||
| Q4 24 | 13.2% | 15.9% | ||
| Q3 24 | 11.4% | 18.0% | ||
| Q2 24 | 12.1% | 19.0% |
净利率
EMN
MAS
| Q1 26 | 5.3% | 11.9% | ||
| Q4 25 | 5.3% | 9.2% | ||
| Q3 25 | 2.1% | 9.9% | ||
| Q2 25 | 6.1% | 13.2% | ||
| Q1 25 | 7.9% | 10.3% | ||
| Q4 24 | 14.7% | 10.0% | ||
| Q3 24 | 7.3% | 8.4% | ||
| Q2 24 | 9.7% | 12.3% |
每股收益(稀释后)
EMN
MAS
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $0.81 | ||
| Q3 25 | $0.40 | $0.90 | ||
| Q2 25 | $1.20 | $1.28 | ||
| Q1 25 | $1.57 | $0.87 | ||
| Q4 24 | $2.81 | $0.85 | ||
| Q3 24 | $1.53 | $0.77 | ||
| Q2 24 | $1.94 | $1.17 |
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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $6.0B | $27.0M |
| 总资产 | $14.9B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势,按日历期对齐
现金及短期投资
EMN
MAS
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $647.0M | ||
| Q3 25 | — | $559.0M | ||
| Q2 25 | — | $390.0M | ||
| Q1 25 | — | $377.0M | ||
| Q4 24 | $837.0M | $634.0M | ||
| Q3 24 | — | $646.0M | ||
| Q2 24 | — | $398.0M |
总债务
EMN
MAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
EMN
MAS
| Q1 26 | $6.0B | $27.0M | ||
| Q4 25 | $6.0B | $-185.0M | ||
| Q3 25 | $5.8B | $-78.0M | ||
| Q2 25 | $5.8B | $-84.0M | ||
| Q1 25 | $5.9B | $-254.0M | ||
| Q4 24 | $5.8B | $-279.0M | ||
| Q3 24 | $5.7B | $-88.0M | ||
| Q2 24 | $5.6B | $-26.0M |
总资产
EMN
MAS
| Q1 26 | $14.9B | $5.2B | ||
| Q4 25 | $14.9B | $5.2B | ||
| Q3 25 | $15.0B | $5.3B | ||
| Q2 25 | $15.2B | $5.3B | ||
| Q1 25 | $15.0B | $5.1B | ||
| Q4 24 | $15.2B | $5.0B | ||
| Q3 24 | $15.1B | $5.3B | ||
| Q2 24 | $14.9B | $5.4B |
负债/权益比
EMN
MAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图