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EDGEWELL PERSONAL CARE Co(EPC)与STEWART INFORMATION SERVICES CORP(STC)财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是EDGEWELL PERSONAL CARE Co的1.8倍($764.6M vs $422.8M),STEWART INFORMATION SERVICES CORP净利率更高(2.2% vs -15.5%,领先17.8%),STEWART INFORMATION SERVICES CORP同比增速更快(27.7% vs -11.6%),过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高(12.7% vs -16.0%)
Edgewell个人护理是一家总部位于美国康涅狄格州谢尔顿的跨国消费品企业,主营业务聚焦个人护理产品领域。公司在2015年从劲量控股分拆后正式成立,目前在全球多个市场开展个人护理相关业务。
斯图尔特信息服务公司(STC)是一家主营房地产信息、产权保险及交易管理服务的企业,旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业,为美国及全球市场提供相关产品与服务,总部位于得克萨斯州休斯敦,现有员工约6350人。
EPC vs STC — 直观对比
营收规模更大
STC
是对方的1.8倍
$422.8M
营收增速更快
STC
高出39.3%
-11.6%
净利率更高
STC
高出17.8%
-15.5%
两年增速更快
STC
近两年复合增速
-16.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $422.8M | $764.6M |
| 净利润 | $-65.7M | $17.0M |
| 毛利率 | 38.1% | — |
| 营业利润率 | -4.5% | — |
| 净利率 | -15.5% | 2.2% |
| 营收同比 | -11.6% | 27.7% |
| 净利润同比 | -3028.6% | 448.4% |
| 每股收益(稀释后) | $-1.41 | — |
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
EPC
STC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $422.8M | $790.6M | ||
| Q3 25 | $600.5M | $796.9M | ||
| Q2 25 | $627.2M | $722.2M | ||
| Q1 25 | $580.7M | $612.0M | ||
| Q4 24 | $415.1M | $665.9M | ||
| Q3 24 | $517.6M | $667.9M | ||
| Q2 24 | $647.8M | $602.2M |
净利润
EPC
STC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-65.7M | $36.3M | ||
| Q3 25 | $-30.6M | $44.3M | ||
| Q2 25 | $29.1M | $31.9M | ||
| Q1 25 | $29.0M | $3.1M | ||
| Q4 24 | $-2.1M | $22.7M | ||
| Q3 24 | $8.8M | $30.1M | ||
| Q2 24 | $49.0M | $17.3M |
毛利率
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | 38.1% | — | ||
| Q3 25 | 37.9% | — | ||
| Q2 25 | 42.8% | — | ||
| Q1 25 | 44.1% | — | ||
| Q4 24 | 41.6% | — | ||
| Q3 24 | 41.1% | — | ||
| Q2 24 | 44.3% | — |
营业利润率
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | -4.5% | 6.5% | ||
| Q3 25 | -4.2% | 7.7% | ||
| Q2 25 | 8.6% | 6.5% | ||
| Q1 25 | 10.1% | 1.0% | ||
| Q4 24 | 2.2% | 5.3% | ||
| Q3 24 | 3.9% | 6.4% | ||
| Q2 24 | 12.8% | 4.8% |
净利率
EPC
STC
| Q1 26 | — | 2.2% | ||
| Q4 25 | -15.5% | 4.6% | ||
| Q3 25 | -5.1% | 5.6% | ||
| Q2 25 | 4.6% | 4.4% | ||
| Q1 25 | 5.0% | 0.5% | ||
| Q4 24 | -0.5% | 3.4% | ||
| Q3 24 | 1.7% | 4.5% | ||
| Q2 24 | 7.6% | 2.9% |
每股收益(稀释后)
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | $-1.41 | $1.26 | ||
| Q3 25 | $-0.65 | $1.55 | ||
| Q2 25 | $0.62 | $1.13 | ||
| Q1 25 | $0.60 | $0.11 | ||
| Q4 24 | $-0.04 | $0.81 | ||
| Q3 24 | $0.18 | $1.07 | ||
| Q2 24 | $0.98 | $0.62 |
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 | — | $317.5M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $1.5B | — |
| 总资产 | $3.8B | — |
| 负债/权益比越低杠杆越低 | 1.03× | — |
8季度趋势,按日历期对齐
现金及短期投资
EPC
STC
| Q1 26 | — | $317.5M | ||
| Q4 25 | — | $369.7M | ||
| Q3 25 | — | $233.2M | ||
| Q2 25 | — | $223.8M | ||
| Q1 25 | — | $194.2M | ||
| Q4 24 | — | $257.5M | ||
| Q3 24 | $209.1M | $228.7M | ||
| Q2 24 | — | $176.7M |
总债务
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $445.8M | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
股东权益
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.4B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
总资产
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $3.3B | ||
| Q3 25 | $3.8B | $2.8B | ||
| Q2 25 | $3.8B | $2.8B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.7B | $2.7B | ||
| Q3 24 | $3.7B | $2.7B | ||
| Q2 24 | $3.7B | $2.6B |
负债/权益比
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | 1.03× | — | ||
| Q3 25 | 0.89× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 0.97× | 0.32× | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.82× | — |
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 | $-125.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-137.5M | — |
| 自由现金流率自由现金流/营收 | -32.5% | — |
| 资本支出强度资本支出/营收 | 2.7% | — |
| 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 | $36.3M | — |
8季度趋势,按日历期对齐
经营现金流
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | $-125.9M | $89.5M | ||
| Q3 25 | $74.1M | $92.6M | ||
| Q2 25 | $114.8M | $53.4M | ||
| Q1 25 | $45.1M | $-29.9M | ||
| Q4 24 | $-115.6M | $68.0M | ||
| Q3 24 | $-388.3M | $76.1M | ||
| Q2 24 | $101.2M | $21.1M |
自由现金流
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | $-137.5M | $62.3M | ||
| Q3 25 | $46.5M | $73.6M | ||
| Q2 25 | $99.3M | $38.7M | ||
| Q1 25 | $28.0M | $-42.2M | ||
| Q4 24 | $-132.4M | $55.6M | ||
| Q3 24 | $-414.2M | $67.4M | ||
| Q2 24 | $88.6M | $11.9M |
自由现金流率
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | -32.5% | 7.9% | ||
| Q3 25 | 7.7% | 9.2% | ||
| Q2 25 | 15.8% | 5.4% | ||
| Q1 25 | 4.8% | -6.9% | ||
| Q4 24 | -31.9% | 8.4% | ||
| Q3 24 | -80.0% | 10.1% | ||
| Q2 24 | 13.7% | 2.0% |
资本支出强度
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 3.4% | ||
| Q3 25 | 4.6% | 2.4% | ||
| Q2 25 | 2.5% | 2.0% | ||
| Q1 25 | 2.9% | 2.0% | ||
| Q4 24 | 4.0% | 1.9% | ||
| Q3 24 | 5.0% | 1.3% | ||
| Q2 24 | 1.9% | 1.5% |
现金转化率
EPC
STC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.47× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 3.95× | 1.67× | ||
| Q1 25 | 1.56× | -9.73× | ||
| Q4 24 | — | 2.99× | ||
| Q3 24 | -44.13× | 2.53× | ||
| Q2 24 | 2.07× | 1.22× |
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
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |