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伊士曼化工(EMN)与MASTEC INC(MTZ)财务数据对比。点击上方公司名可切换其他公司
MASTEC INC的季度营收约是伊士曼化工的2.0倍($3.9B vs $2.0B),伊士曼化工净利率更高(5.3% vs 3.6%,领先1.7%),MASTEC INC同比增速更快(15.8% vs -13.8%),过去两年MASTEC INC的营收复合增速更高(21.1% 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。
MasTec Inc是总部位于美国佛罗里达州科勒尔盖布尔斯的基础设施工程建设企业,面向能源、公用事业及通信领域提供基础设施的设计、施工、安装、运维与升级服务,客户主要来自公用事业、通信及政府行业。
EMN vs MTZ — 直观对比
营收规模更大
MTZ
是对方的2.0倍
$2.0B
营收增速更快
MTZ
高出29.6%
-13.8%
净利率更高
EMN
高出1.7%
3.6%
两年增速更快
MTZ
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $3.9B |
| 净利润 | $105.0M | $142.7M |
| 毛利率 | 17.1% | — |
| 营业利润率 | — | 4.4% |
| 净利率 | 5.3% | 3.6% |
| 营收同比 | -13.8% | 15.8% |
| 净利润同比 | -42.3% | 90.9% |
| 每股收益(稀释后) | $0.93 | $1.81 |
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
MTZ
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $3.9B | ||
| Q3 25 | $2.2B | $4.0B | ||
| Q2 25 | $2.3B | $3.5B | ||
| Q1 25 | $2.3B | $2.8B | ||
| Q4 24 | $2.2B | $3.4B | ||
| Q3 24 | $2.5B | $3.3B | ||
| Q2 24 | $2.4B | $3.0B |
净利润
EMN
MTZ
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $142.7M | ||
| Q3 25 | $47.0M | $160.7M | ||
| Q2 25 | $140.0M | $85.8M | ||
| Q1 25 | $182.0M | $9.9M | ||
| Q4 24 | $330.0M | $74.7M | ||
| Q3 24 | $180.0M | $95.2M | ||
| Q2 24 | $230.0M | $34.0M |
毛利率
EMN
MTZ
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 25.3% | — |
营业利润率
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 4.4% | ||
| Q3 25 | 6.1% | 5.3% | ||
| Q2 25 | 7.4% | 3.4% | ||
| Q1 25 | 11.0% | 0.3% | ||
| Q4 24 | 13.2% | 2.8% | ||
| Q3 24 | 11.4% | 4.2% | ||
| Q2 24 | 12.1% | 2.1% |
净利率
EMN
MTZ
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 3.6% | ||
| Q3 25 | 2.1% | 4.0% | ||
| Q2 25 | 6.1% | 2.4% | ||
| Q1 25 | 7.9% | 0.3% | ||
| Q4 24 | 14.7% | 2.2% | ||
| Q3 24 | 7.3% | 2.9% | ||
| Q2 24 | 9.7% | 1.1% |
每股收益(稀释后)
EMN
MTZ
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $1.81 | ||
| Q3 25 | $0.40 | $2.04 | ||
| Q2 25 | $1.20 | $1.09 | ||
| Q1 25 | $1.57 | $0.13 | ||
| Q4 24 | $2.81 | $0.95 | ||
| Q3 24 | $1.53 | $1.21 | ||
| Q2 24 | $1.94 | $0.43 |
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 | $396.0M |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | $6.0B | $3.3B |
| 总资产 | $14.9B | $9.9B |
| 负债/权益比越低杠杆越低 | — | 0.67× |
8季度趋势,按日历期对齐
现金及短期投资
EMN
MTZ
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $396.0M | ||
| Q3 25 | — | $231.4M | ||
| Q2 25 | — | $191.1M | ||
| Q1 25 | — | $345.7M | ||
| Q4 24 | $837.0M | $399.9M | ||
| Q3 24 | — | $181.2M | ||
| Q2 24 | — | $297.6M |
总债务
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.4B |
股东权益
EMN
MTZ
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $3.3B | ||
| Q3 25 | $5.8B | $3.1B | ||
| Q2 25 | $5.8B | $2.9B | ||
| Q1 25 | $5.9B | $2.9B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | $5.7B | $2.8B | ||
| Q2 24 | $5.6B | $2.7B |
总资产
EMN
MTZ
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $9.9B | ||
| Q3 25 | $15.0B | $9.7B | ||
| Q2 25 | $15.2B | $9.1B | ||
| Q1 25 | $15.0B | $8.9B | ||
| Q4 24 | $15.2B | $9.0B | ||
| Q3 24 | $15.1B | $8.8B | ||
| Q2 24 | $14.9B | $8.7B |
负债/权益比
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | — | 0.67× | ||
| Q3 25 | — | 0.71× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | — | 0.87× |
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 | — | $372.7M |
| 自由现金流经营现金流 - 资本支出 | — | $292.5M |
| 自由现金流率自由现金流/营收 | — | 7.4% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.61× |
| 过去12个月自由现金流最近4个季度 | — | $285.7M |
8季度趋势,按日历期对齐
经营现金流
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $372.7M | ||
| Q3 25 | $402.0M | $89.0M | ||
| Q2 25 | $233.0M | $5.6M | ||
| Q1 25 | $-167.0M | $78.4M | ||
| Q4 24 | $540.0M | $471.7M | ||
| Q3 24 | $396.0M | $277.7M | ||
| Q2 24 | $367.0M | $264.4M |
自由现金流
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $292.5M | ||
| Q3 25 | $265.0M | $20.3M | ||
| Q2 25 | $83.0M | $-58.2M | ||
| Q1 25 | $-314.0M | $31.1M | ||
| Q4 24 | $361.0M | $423.4M | ||
| Q3 24 | $276.0M | $234.1M | ||
| Q2 24 | $252.0M | $232.9M |
自由现金流率
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 7.4% | ||
| Q3 25 | 12.0% | 0.5% | ||
| Q2 25 | 3.6% | -1.6% | ||
| Q1 25 | -13.7% | 1.1% | ||
| Q4 24 | 16.1% | 12.4% | ||
| Q3 24 | 11.2% | 7.2% | ||
| Q2 24 | 10.7% | 7.9% |
资本支出强度
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 2.0% | ||
| Q3 25 | 6.2% | 1.7% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 6.4% | 1.7% | ||
| Q4 24 | 8.0% | 1.4% | ||
| Q3 24 | 4.9% | 1.3% | ||
| Q2 24 | 4.9% | 1.1% |
现金转化率
EMN
MTZ
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 2.61× | ||
| Q3 25 | 8.55× | 0.55× | ||
| Q2 25 | 1.66× | 0.07× | ||
| Q1 25 | -0.92× | 7.91× | ||
| Q4 24 | 1.64× | 6.31× | ||
| Q3 24 | 2.20× | 2.92× | ||
| Q2 24 | 1.60× | 7.78× |
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
MTZ
| Clean Energy And Infrastructure | $1.3B | 33% |
| Power Delivery | $1.1B | 28% |
| Communications | $906.7M | 23% |
| Pipeline Infrastructure | $643.8M | 16% |