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伊士曼化工（EMN）与Rivian Automotive, Inc.（RIVN）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Rivian Automotive, Inc.的1.5倍（$2.0B vs $1.3B），伊士曼化工净利率更高（5.3% vs -63.1%，领先68.4%），伊士曼化工同比增速更快（-13.8% vs -25.8%），过去两年Rivian Automotive, Inc.的营收复合增速更高（3.3% 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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
EMN vs RIVN — 直观对比
营收规模更大
EMN
是对方的1.5倍
$1.3B
营收增速更快
EMN
高出12.0%
-25.8%
净利率更高
EMN
高出68.4%
-63.1%
两年增速更快
RIVN
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.3B |
| 净利润 | $105.0M | $-811.0M |
| 毛利率 | 17.1% | 9.3% |
| 营业利润率 | — | -64.8% |
| 净利率 | 5.3% | -63.1% |
| 营收同比 | -13.8% | -25.8% |
| 净利润同比 | -42.3% | -9.0% |
| 每股收益（稀释后） | $0.93 | $-0.66 |
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EMNRIVN
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.3B | $1.3B | ||
| Q1 25 | $2.3B | $1.2B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $2.5B | $874.0M | ||
| Q2 24 | $2.4B | $1.2B |
净利润EMNRIVN
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $-811.0M | ||
| Q3 25 | $47.0M | $-1.2B | ||
| Q2 25 | $140.0M | $-1.1B | ||
| Q1 25 | $182.0M | $-545.0M | ||
| Q4 24 | $330.0M | $-744.0M | ||
| Q3 24 | $180.0M | $-1.1B | ||
| Q2 24 | $230.0M | $-1.5B |
毛利率EMNRIVN
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | 9.3% | ||
| Q3 25 | 19.7% | 1.5% | ||
| Q2 25 | 22.1% | -15.8% | ||
| Q1 25 | 24.8% | 16.6% | ||
| Q4 24 | 24.7% | 9.8% | ||
| Q3 24 | 24.6% | -44.9% | ||
| Q2 24 | 25.3% | -38.9% |
营业利润率EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | -64.8% | ||
| Q3 25 | 6.1% | -63.1% | ||
| Q2 25 | 7.4% | -85.5% | ||
| Q1 25 | 11.0% | -52.8% | ||
| Q4 24 | 13.2% | -38.1% | ||
| Q3 24 | 11.4% | -133.8% | ||
| Q2 24 | 12.1% | -118.7% |
净利率EMNRIVN
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | -63.1% | ||
| Q3 25 | 2.1% | -75.3% | ||
| Q2 25 | 6.1% | -85.7% | ||
| Q1 25 | 7.9% | -44.0% | ||
| Q4 24 | 14.7% | -42.9% | ||
| Q3 24 | 7.3% | -125.9% | ||
| Q2 24 | 9.7% | -125.8% |
每股收益（稀释后）EMNRIVN
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $-0.66 | ||
| Q3 25 | $0.40 | $-0.96 | ||
| Q2 25 | $1.20 | $-0.97 | ||
| Q1 25 | $1.57 | $-0.48 | ||
| Q4 24 | $2.81 | $-0.67 | ||
| Q3 24 | $1.53 | $-1.08 | ||
| Q2 24 | $1.94 | $-1.46 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.0B | $4.6B |
| 总资产 | $14.9B | $14.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EMNRIVN
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $6.1B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | — | $7.5B | ||
| Q1 25 | — | $7.2B | ||
| Q4 24 | $837.0M | $7.7B | ||
| Q3 24 | — | $6.7B | ||
| Q2 24 | — | $7.9B |
总债务EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B |
股东权益EMNRIVN
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $4.6B | ||
| Q3 25 | $5.8B | $5.1B | ||
| Q2 25 | $5.8B | $6.1B | ||
| Q1 25 | $5.9B | $6.2B | ||
| Q4 24 | $5.8B | $6.6B | ||
| Q3 24 | $5.7B | $5.9B | ||
| Q2 24 | $5.6B | $6.8B |
总资产EMNRIVN
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $14.9B | ||
| Q3 25 | $15.0B | $15.2B | ||
| Q2 25 | $15.2B | $15.6B | ||
| Q1 25 | $15.0B | $15.5B | ||
| Q4 24 | $15.2B | $15.4B | ||
| Q3 24 | $15.1B | $14.3B | ||
| Q2 24 | $14.9B | $15.4B |
负债/权益比EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× |
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 | — | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.1B |
| 自由现金流率自由现金流/营收 | — | -89.0% |
| 资本支出强度资本支出/营收 | — | 36.0% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-2.5B |
8季度趋势，按日历期对齐
经营现金流EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $-681.0M | ||
| Q3 25 | $402.0M | $26.0M | ||
| Q2 25 | $233.0M | $64.0M | ||
| Q1 25 | $-167.0M | $-188.0M | ||
| Q4 24 | $540.0M | $1.2B | ||
| Q3 24 | $396.0M | $-876.0M | ||
| Q2 24 | $367.0M | $-754.0M |
自由现金流EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $-1.1B | ||
| Q3 25 | $265.0M | $-421.0M | ||
| Q2 25 | $83.0M | $-398.0M | ||
| Q1 25 | $-314.0M | $-526.0M | ||
| Q4 24 | $361.0M | $856.0M | ||
| Q3 24 | $276.0M | $-1.2B | ||
| Q2 24 | $252.0M | $-1.0B |
自由现金流率EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | -89.0% | ||
| Q3 25 | 12.0% | -27.0% | ||
| Q2 25 | 3.6% | -30.5% | ||
| Q1 25 | -13.7% | -42.4% | ||
| Q4 24 | 16.1% | 49.4% | ||
| Q3 24 | 11.2% | -131.9% | ||
| Q2 24 | 10.7% | -89.6% |
资本支出强度EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 36.0% | ||
| Q3 25 | 6.2% | 28.7% | ||
| Q2 25 | 6.6% | 35.5% | ||
| Q1 25 | 6.4% | 27.3% | ||
| Q4 24 | 8.0% | 18.9% | ||
| Q3 24 | 4.9% | 31.7% | ||
| Q2 24 | 4.9% | 24.4% |
现金转化率EMNRIVN
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | — | ||
| Q3 25 | 8.55× | — | ||
| Q2 25 | 1.66× | — | ||
| Q1 25 | -0.92× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 2.20× | — | ||
| Q2 24 | 1.60× | — |
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
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
