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艾默生(EMR)与KOHLS Corp(KSS)财务数据对比。点击上方公司名可切换其他公司
艾默生的季度营收约是KOHLS Corp的1.3倍($4.6B vs $3.6B),艾默生净利率更高(13.5% vs 0.2%,领先13.3%),艾默生同比增速更快(3.0% vs -3.6%),艾默生自由现金流更多($694.0M vs $16.0M),过去两年艾默生的营收复合增速更高(-0.6% vs -22.5%)
艾默生是总部位于美国密苏里州圣路易斯的世界500强跨国企业,业务涵盖工业自动化设备、暖通控制系统、精密测量仪器的研发制造,同时面向工业、商业、消费级市场提供工程服务及对应软件工程解决方案。
科尔士(Kohl's)是美国知名连锁百货零售商,目前在全美除夏威夷外的各州共开设1174家门店。品牌由波兰移民麦克斯韦·科尔创立,1927年他在威斯康星州密尔沃基开设了一家街角杂货店,在当地发展为成功的连锁品牌后,1962年公司开设首家百货门店,正式进军百货零售领域。
EMR vs KSS — 直观对比
营收规模更大
EMR
是对方的1.3倍
$3.6B
营收增速更快
EMR
高出6.6%
-3.6%
净利率更高
EMR
高出13.3%
0.2%
自由现金流更多
EMR
多$678.0M
$16.0M
两年增速更快
EMR
近两年复合增速
-22.5%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.6B | $3.6B |
| 净利润 | $618.0M | $8.0M |
| 毛利率 | 53.1% | 42.4% |
| 营业利润率 | — | 2.0% |
| 净利率 | 13.5% | 0.2% |
| 营收同比 | 3.0% | -3.6% |
| 净利润同比 | 43.7% | -63.6% |
| 每股收益(稀释后) | $1.10 | $0.07 |
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
EMR
KSS
| Q2 26 | $4.6B | — | ||
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $3.6B | ||
| Q3 25 | $4.9B | $3.5B | ||
| Q2 25 | $4.6B | $3.2B | ||
| Q1 25 | $4.4B | $5.4B | ||
| Q4 24 | $4.2B | $3.7B | ||
| Q3 24 | $4.6B | $3.7B |
净利润
EMR
KSS
| Q2 26 | $618.0M | — | ||
| Q1 26 | $606.0M | — | ||
| Q4 25 | $605.0M | $8.0M | ||
| Q3 25 | $637.0M | $153.0M | ||
| Q2 25 | $586.0M | $-15.0M | ||
| Q1 25 | $485.0M | $48.0M | ||
| Q4 24 | $585.0M | $22.0M | ||
| Q3 24 | $996.0M | $66.0M |
毛利率
EMR
KSS
| Q2 26 | 53.1% | — | ||
| Q1 26 | 53.2% | — | ||
| Q4 25 | 53.2% | 42.4% | ||
| Q3 25 | 51.9% | 43.3% | ||
| Q2 25 | 52.6% | 43.3% | ||
| Q1 25 | 53.5% | 35.6% | ||
| Q4 24 | 53.5% | 42.4% | ||
| Q3 24 | 51.3% | 43.0% |
营业利润率
EMR
KSS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 17.8% | 2.0% | ||
| Q3 25 | 16.4% | 7.9% | ||
| Q2 25 | 16.1% | 1.9% | ||
| Q1 25 | 14.2% | 2.3% | ||
| Q4 24 | 18.6% | 2.6% | ||
| Q3 24 | 14.7% | 4.4% |
净利率
EMR
KSS
| Q2 26 | 13.5% | — | ||
| Q1 26 | 13.9% | — | ||
| Q4 25 | 13.9% | 0.2% | ||
| Q3 25 | 13.1% | 4.3% | ||
| Q2 25 | 12.9% | -0.5% | ||
| Q1 25 | 10.9% | 0.9% | ||
| Q4 24 | 14.0% | 0.6% | ||
| Q3 24 | 21.6% | 1.8% |
每股收益(稀释后)
EMR
KSS
| Q2 26 | $1.10 | — | ||
| Q1 26 | $1.07 | — | ||
| Q4 25 | $1.07 | $0.07 | ||
| Q3 25 | $1.12 | $1.35 | ||
| Q2 25 | $1.04 | $-0.13 | ||
| Q1 25 | $0.86 | $0.43 | ||
| Q4 24 | $1.02 | $0.20 | ||
| Q3 24 | $1.74 | $0.59 |
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 | $1.8B | $144.0M |
| 总债务越低越好 | $13.4B | — |
| 股东权益账面价值 | $20.3B | $3.9B |
| 总资产 | $42.1B | $14.1B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势,按日历期对齐
现金及短期投资
EMR
KSS
| Q2 26 | $1.8B | — | ||
| Q1 26 | $1.7B | — | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | $174.0M | ||
| Q2 25 | — | $153.0M | ||
| Q1 25 | — | $134.0M | ||
| Q4 24 | — | $174.0M | ||
| Q3 24 | — | $231.0M |
总债务
EMR
KSS
| Q2 26 | $13.4B | — | ||
| Q1 26 | $13.4B | — | ||
| Q4 25 | $7.6B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.3B | — | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $6.6B | — | ||
| Q3 24 | $7.7B | — |
股东权益
EMR
KSS
| Q2 26 | $20.3B | — | ||
| Q1 26 | $20.3B | — | ||
| Q4 25 | $20.3B | $3.9B | ||
| Q3 25 | $20.3B | $3.9B | ||
| Q2 25 | $19.9B | $3.8B | ||
| Q1 25 | $19.2B | $3.8B | ||
| Q4 24 | $20.5B | $3.8B | ||
| Q3 24 | $21.6B | $3.8B |
总资产
EMR
KSS
| Q2 26 | $42.1B | — | ||
| Q1 26 | $41.9B | — | ||
| Q4 25 | $41.9B | $14.1B | ||
| Q3 25 | $42.0B | $13.4B | ||
| Q2 25 | $42.5B | $13.6B | ||
| Q1 25 | $42.0B | $13.6B | ||
| Q4 24 | $42.6B | $15.1B | ||
| Q3 24 | $44.2B | $14.2B |
负债/权益比
EMR
KSS
| Q2 26 | 0.66× | — | ||
| Q1 26 | 0.66× | — | ||
| Q4 25 | 0.37× | — | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.42× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.36× | — |
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 | — | $124.0M |
| 自由现金流经营现金流 - 资本支出 | $694.0M | $16.0M |
| 自由现金流率自由现金流/营收 | 15.2% | 0.4% |
| 资本支出强度资本支出/营收 | 4.0% | 3.0% |
| 现金转化率经营现金流/净利润 | — | 15.50× |
| 过去12个月自由现金流最近4个季度 | $4.6B | $819.0M |
8季度趋势,按日历期对齐
经营现金流
EMR
KSS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $699.0M | $124.0M | ||
| Q3 25 | $3.1B | $598.0M | ||
| Q2 25 | $1.1B | $-92.0M | ||
| Q1 25 | $241.0M | $596.0M | ||
| Q4 24 | $777.0M | $-195.0M | ||
| Q3 24 | $3.3B | $254.0M |
自由现金流
EMR
KSS
| Q2 26 | $694.0M | — | ||
| Q1 26 | $602.0M | — | ||
| Q4 25 | $602.0M | $16.0M | ||
| Q3 25 | $2.7B | $508.0M | ||
| Q2 25 | $977.0M | $-202.0M | ||
| Q1 25 | $154.0M | $497.0M | ||
| Q4 24 | $694.0M | $-323.0M | ||
| Q3 24 | $2.9B | $141.0M |
自由现金流率
EMR
KSS
| Q2 26 | 15.2% | — | ||
| Q1 26 | 13.9% | — | ||
| Q4 25 | 13.9% | 0.4% | ||
| Q3 25 | 54.9% | 14.3% | ||
| Q2 25 | 21.5% | -6.2% | ||
| Q1 25 | 3.5% | 9.2% | ||
| Q4 24 | 16.6% | -8.7% | ||
| Q3 24 | 63.1% | 3.8% |
资本支出强度
EMR
KSS
| Q2 26 | 4.0% | — | ||
| Q1 26 | 2.2% | — | ||
| Q4 25 | 2.2% | 3.0% | ||
| Q3 25 | 8.9% | 2.5% | ||
| Q2 25 | 2.0% | 3.4% | ||
| Q1 25 | 2.0% | 1.8% | ||
| Q4 24 | 2.0% | 3.5% | ||
| Q3 24 | 9.1% | 3.0% |
现金转化率
EMR
KSS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.16× | 15.50× | ||
| Q3 25 | 4.86× | 3.91× | ||
| Q2 25 | 1.83× | — | ||
| Q1 25 | 0.50× | 12.42× | ||
| Q4 24 | 1.33× | -8.86× | ||
| Q3 24 | 3.35× | 3.85× |
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
EMR
暂无分部数据
KSS
| Products | $3.4B | 95% |
| Other | $168.0M | 5% |
| Gift Card | $17.0M | 0% |