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Erie Indemnity(ERIE)与nVent Electric plc(NVT)财务数据对比。点击上方公司名可切换其他公司
nVent Electric plc的季度营收约是Erie Indemnity的1.1倍($1.1B vs $1.0B),Erie Indemnity净利率更高(14.9% vs 11.1%,领先3.7%),nVent Electric plc同比增速更快(127.3% vs 2.3%),过去两年nVent Electric plc的营收复合增速更高(10.4% vs 1.1%)
总部位于美国宾夕法尼亚州伊利市的伊利保险集团是财产及意外伤害保险提供商,通过独立保险代理人网络销售车险、家财险、商业保险及人寿保险产品。2021年,该集团以2020财年总营收跻身当年美国财富500强榜单第347位。
nVent Electric plc是一家源自英美的跨国企业,主营电气连接及外壳类产品。公司集产品设计、生产、销售为一体,同时提供配套运维服务,旗下产品可实现电气系统的连接、防护与管理,覆盖商业、工业、住宅、基建、数据中心等多元应用场景。
ERIE vs NVT — 直观对比
营收规模更大
NVT
是对方的1.1倍
$1.0B
营收增速更快
NVT
高出125.1%
2.3%
净利率更高
ERIE
高出3.7%
11.1%
两年增速更快
NVT
近两年复合增速
1.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $150.5M | $118.8M |
| 毛利率 | — | 36.5% |
| 营业利润率 | 16.5% | 15.4% |
| 净利率 | 14.9% | 11.1% |
| 营收同比 | 2.3% | 127.3% |
| 净利润同比 | 8.7% | 1010.3% |
| 每股收益(稀释后) | — | $0.74 |
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
ERIE
NVT
| Q1 26 | $1.0B | — | ||
| Q4 25 | $951.0M | $1.1B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.1B | $963.1M | ||
| Q1 25 | $989.4M | $809.3M | ||
| Q4 24 | $924.1M | $469.2M | ||
| Q3 24 | $999.9M | $782.0M | ||
| Q2 24 | $990.4M | $880.3M |
净利润
ERIE
NVT
| Q1 26 | $150.5M | — | ||
| Q4 25 | $63.4M | $118.8M | ||
| Q3 25 | $182.9M | $121.2M | ||
| Q2 25 | $174.7M | $109.5M | ||
| Q1 25 | $138.4M | $360.7M | ||
| Q4 24 | $152.0M | $10.7M | ||
| Q3 24 | $159.8M | $105.0M | ||
| Q2 24 | $163.9M | $111.0M |
毛利率
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | — | 36.5% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 38.6% | ||
| Q1 25 | — | 38.8% | ||
| Q4 24 | — | 37.1% | ||
| Q3 24 | — | 39.8% | ||
| Q2 24 | — | 41.8% |
营业利润率
ERIE
NVT
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.6% | 15.4% | ||
| Q3 25 | 19.6% | 15.8% | ||
| Q2 25 | 18.8% | 16.3% | ||
| Q1 25 | 15.3% | 16.1% | ||
| Q4 24 | 18.1% | 14.3% | ||
| Q3 24 | 18.0% | 17.0% | ||
| Q2 24 | 19.2% | 19.1% |
净利率
ERIE
NVT
| Q1 26 | 14.9% | — | ||
| Q4 25 | 6.7% | 11.1% | ||
| Q3 25 | 17.1% | 11.5% | ||
| Q2 25 | 16.5% | 11.4% | ||
| Q1 25 | 14.0% | 44.6% | ||
| Q4 24 | 16.5% | 2.3% | ||
| Q3 24 | 16.0% | 13.4% | ||
| Q2 24 | 16.5% | 12.6% |
每股收益(稀释后)
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | — | $0.74 | ||
| Q3 25 | — | $0.74 | ||
| Q2 25 | — | $0.67 | ||
| Q1 25 | — | $2.16 | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | — | $0.62 | ||
| Q2 24 | — | $0.66 |
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 | — | — |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $2.4B | $3.7B |
| 总资产 | $3.4B | $6.9B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势,按日历期对齐
总债务
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $1.8B |
股东权益
ERIE
NVT
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.3B | $3.7B | ||
| Q3 25 | $2.3B | $3.6B | ||
| Q2 25 | $2.2B | $3.5B | ||
| Q1 25 | $2.1B | $3.6B | ||
| Q4 24 | $2.0B | $3.2B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | $1.8B | $3.3B |
总资产
ERIE
NVT
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $6.9B | ||
| Q3 25 | $3.3B | $6.8B | ||
| Q2 25 | $3.1B | $6.7B | ||
| Q1 25 | $3.0B | $6.7B | ||
| Q4 24 | $2.9B | $6.7B | ||
| Q3 24 | $2.9B | $6.9B | ||
| Q2 24 | $2.7B | $6.2B |
负债/权益比
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.54× |
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 | — | $202.4M |
| 自由现金流经营现金流 - 资本支出 | — | $165.7M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | — | $371.9M |
8季度趋势,按日历期对齐
经营现金流
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | $171.6M | $202.4M | ||
| Q3 25 | $219.4M | $219.5M | ||
| Q2 25 | $177.6M | $-16.9M | ||
| Q1 25 | $118.1M | $60.2M | ||
| Q4 24 | $193.5M | $224.6M | ||
| Q3 24 | $199.2M | $197.7M | ||
| Q2 24 | $131.4M | $130.8M |
自由现金流
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | $140.8M | $165.7M | ||
| Q3 25 | $184.4M | $200.9M | ||
| Q2 25 | $157.3M | $-33.8M | ||
| Q1 25 | $88.4M | $39.1M | ||
| Q4 24 | $146.8M | $198.1M | ||
| Q3 24 | $171.5M | $184.8M | ||
| Q2 24 | $103.4M | $112.3M |
自由现金流率
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | 15.5% | ||
| Q3 25 | 17.3% | 19.1% | ||
| Q2 25 | 14.8% | -3.5% | ||
| Q1 25 | 8.9% | 4.8% | ||
| Q4 24 | 15.9% | 42.2% | ||
| Q3 24 | 17.1% | 23.6% | ||
| Q2 24 | 10.4% | 12.8% |
资本支出强度
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | 3.4% | ||
| Q3 25 | 3.3% | 1.8% | ||
| Q2 25 | 1.9% | 1.8% | ||
| Q1 25 | 3.0% | 2.6% | ||
| Q4 24 | 5.0% | 5.6% | ||
| Q3 24 | 2.8% | 1.6% | ||
| Q2 24 | 2.8% | 2.1% |
现金转化率
ERIE
NVT
| Q1 26 | — | — | ||
| Q4 25 | 2.71× | 1.70× | ||
| Q3 25 | 1.20× | 1.81× | ||
| Q2 25 | 1.02× | -0.15× | ||
| Q1 25 | 0.85× | 0.17× | ||
| Q4 24 | 1.27× | 20.99× | ||
| Q3 24 | 1.25× | 1.88× | ||
| Q2 24 | 0.80× | 1.18× |
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
ERIE
| Management fee revenue - policy issuance and renewal services | $786.4M | 78% |
| Administrative services reimbursement revenue | $200.1M | 20% |
| Management fee revenue - administrative services | $19.5M | 2% |
| Service agreement revenue | $5.9M | 1% |
NVT
| Industrial Sector | $554.0M | 52% |
| Electricaland Fastening Solutions Segment | $278.0M | 26% |
| Energy Sector | $235.0M | 22% |