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伊士曼化工（EMN）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.8倍（$2.0B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 5.3%，领先18.1%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs -13.8%），过去两年STIFEL FINANCIAL CORP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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
EMN vs SF — 直观对比
营收规模更大
EMN
是对方的1.8倍
$1.1B
营收增速更快
SF
高出36.9%
-13.8%
净利率更高
SF
高出18.1%
5.3%
两年增速更快
SF
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.1B |
| 净利润 | $105.0M | $264.4M |
| 毛利率 | 17.1% | — |
| 营业利润率 | — | 27.3% |
| 净利率 | 5.3% | 23.5% |
| 营收同比 | -13.8% | 23.0% |
| 净利润同比 | -42.3% | 8.3% |
| 每股收益（稀释后） | $0.93 | $2.30 |
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EMNSF
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $2.2B | $962.6M | ||
| Q2 25 | $2.3B | $838.9M | ||
| Q1 25 | $2.3B | $842.5M | ||
| Q4 24 | $2.2B | $916.0M | ||
| Q3 24 | $2.5B | $810.9M | ||
| Q2 24 | $2.4B | $798.9M |
净利润EMNSF
| Q1 26 | $105.0M | — | ||
| Q4 25 | $105.0M | $264.4M | ||
| Q3 25 | $47.0M | $211.4M | ||
| Q2 25 | $140.0M | $155.1M | ||
| Q1 25 | $182.0M | $53.0M | ||
| Q4 24 | $330.0M | $244.0M | ||
| Q3 24 | $180.0M | $158.5M | ||
| Q2 24 | $230.0M | $165.3M |
毛利率EMNSF
| 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EMNSF
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 27.3% | ||
| Q3 25 | 6.1% | 29.7% | ||
| Q2 25 | 7.4% | 25.5% | ||
| Q1 25 | 11.0% | 7.5% | ||
| Q4 24 | 13.2% | 29.1% | ||
| Q3 24 | 11.4% | 26.7% | ||
| Q2 24 | 12.1% | 28.4% |
净利率EMNSF
| Q1 26 | 5.3% | — | ||
| Q4 25 | 5.3% | 23.5% | ||
| Q3 25 | 2.1% | 22.0% | ||
| Q2 25 | 6.1% | 18.5% | ||
| Q1 25 | 7.9% | 6.3% | ||
| Q4 24 | 14.7% | 26.6% | ||
| Q3 24 | 7.3% | 19.5% | ||
| Q2 24 | 9.7% | 20.7% |
每股收益（稀释后）EMNSF
| Q1 26 | $0.93 | — | ||
| Q4 25 | $0.93 | $2.30 | ||
| Q3 25 | $0.40 | $1.84 | ||
| Q2 25 | $1.20 | $1.34 | ||
| Q1 25 | $1.57 | $0.39 | ||
| Q4 24 | $2.81 | $2.10 | ||
| Q3 24 | $1.53 | $1.34 | ||
| Q2 24 | $1.94 | $1.41 |
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 | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $6.0B | $6.0B |
| 总资产 | $14.9B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资EMNSF
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $2.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $837.0M | $2.6B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.6B |
总债务EMNSF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益EMNSF
| Q1 26 | $6.0B | — | ||
| Q4 25 | $6.0B | $6.0B | ||
| Q3 25 | $5.8B | $5.8B | ||
| Q2 25 | $5.8B | $5.6B | ||
| Q1 25 | $5.9B | $5.5B | ||
| Q4 24 | $5.8B | $5.7B | ||
| Q3 24 | $5.7B | $5.6B | ||
| Q2 24 | $5.6B | $5.4B |
总资产EMNSF
| Q1 26 | $14.9B | — | ||
| Q4 25 | $14.9B | $41.3B | ||
| Q3 25 | $15.0B | $41.7B | ||
| Q2 25 | $15.2B | $39.9B | ||
| Q1 25 | $15.0B | $40.4B | ||
| Q4 24 | $15.2B | $39.9B | ||
| Q3 24 | $15.1B | $38.9B | ||
| Q2 24 | $14.9B | $37.8B |
负债/权益比EMNSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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 | — | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流EMNSF
| Q1 26 | — | — | ||
| Q4 25 | $502.0M | $382.4M | ||
| Q3 25 | $402.0M | $338.3M | ||
| Q2 25 | $233.0M | $607.5M | ||
| Q1 25 | $-167.0M | $-211.2M | ||
| Q4 24 | $540.0M | $694.6M | ||
| Q3 24 | $396.0M | $198.3M | ||
| Q2 24 | $367.0M | $207.2M |
自由现金流EMNSF
| Q1 26 | — | — | ||
| Q4 25 | $390.0M | $369.0M | ||
| Q3 25 | $265.0M | $321.1M | ||
| Q2 25 | $83.0M | $592.7M | ||
| Q1 25 | $-314.0M | $-227.8M | ||
| Q4 24 | $361.0M | $677.2M | ||
| Q3 24 | $276.0M | $185.6M | ||
| Q2 24 | $252.0M | $173.3M |
自由现金流率EMNSF
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 32.7% | ||
| Q3 25 | 12.0% | 33.4% | ||
| Q2 25 | 3.6% | 70.6% | ||
| Q1 25 | -13.7% | -27.0% | ||
| Q4 24 | 16.1% | 73.9% | ||
| Q3 24 | 11.2% | 22.9% | ||
| Q2 24 | 10.7% | 21.7% |
资本支出强度EMNSF
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 1.2% | ||
| Q3 25 | 6.2% | 1.8% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 6.4% | 2.0% | ||
| Q4 24 | 8.0% | 1.9% | ||
| Q3 24 | 4.9% | 1.6% | ||
| Q2 24 | 4.9% | 4.2% |
现金转化率EMNSF
| Q1 26 | — | — | ||
| Q4 25 | 4.78× | 1.45× | ||
| Q3 25 | 8.55× | 1.60× | ||
| Q2 25 | 1.66× | 3.92× | ||
| Q1 25 | -0.92× | -3.99× | ||
| Q4 24 | 1.64× | 2.85× | ||
| Q3 24 | 2.20× | 1.25× | ||
| Q2 24 | 1.60× | 1.25× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
