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伊萨（ESAB）与FirstCash Holdings, Inc.（FCFS）财务数据对比。点击上方公司名可切换其他公司
伊萨的季度营收约是FirstCash Holdings, Inc.的1.5倍（$745.6M vs $501.3M），FirstCash Holdings, Inc.净利率更高（20.8% vs 6.6%，领先14.2%），FirstCash Holdings, Inc.同比增速更快（21.2% vs 9.9%），过去两年FirstCash Holdings, Inc.的营收复合增速更高（16.9% vs 4.0%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
FirstCash Holdings, Inc.是总部位于美国得克萨斯州沃斯堡的典当企业，在美国及拉丁美洲多地运营线下典当零售门店，为纳斯达克证券交易所公开上市企业，在美洲典当服务领域拥有成熟的业务布局与完善的运营网络。
ESAB vs FCFS — 直观对比
营收规模更大
ESAB
是对方的1.5倍
$501.3M
营收增速更快
FCFS
高出11.2%
9.9%
净利率更高
FCFS
高出14.2%
6.6%
两年增速更快
FCFS
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $501.3M |
| 净利润 | $49.2M | $104.2M |
| 毛利率 | 36.9% | — |
| 营业利润率 | 12.1% | 28.5% |
| 净利率 | 6.6% | 20.8% |
| 营收同比 | 9.9% | 21.2% |
| 净利润同比 | -29.3% | 24.7% |
| 每股收益（稀释后） | $0.78 | $2.35 |
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ESABFCFS
| Q1 26 | $745.6M | — | ||
| Q4 25 | $727.8M | $501.3M | ||
| Q3 25 | $715.6M | $411.0M | ||
| Q2 25 | $678.1M | $385.1M | ||
| Q1 25 | — | $371.1M | ||
| Q4 24 | $670.8M | $413.7M | ||
| Q3 24 | $673.3M | $363.1M | ||
| Q2 24 | $707.1M | $363.5M |
净利润ESABFCFS
| Q1 26 | $49.2M | — | ||
| Q4 25 | $54.8M | $104.2M | ||
| Q3 25 | $66.9M | $82.8M | ||
| Q2 25 | $67.4M | $59.8M | ||
| Q1 25 | — | $83.6M | ||
| Q4 24 | $53.7M | $83.5M | ||
| Q3 24 | $68.2M | $64.8M | ||
| Q2 24 | $82.9M | $49.1M |
毛利率ESABFCFS
| Q1 26 | 36.9% | — | ||
| Q4 25 | 37.0% | — | ||
| Q3 25 | 37.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 38.5% | — | ||
| Q3 24 | 37.7% | — | ||
| Q2 24 | 38.2% | — |
营业利润率ESABFCFS
| Q1 26 | 12.1% | — | ||
| Q4 25 | 14.6% | 28.5% | ||
| Q3 25 | 15.2% | 27.4% | ||
| Q2 25 | 16.2% | 21.1% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | 16.6% | 26.5% | ||
| Q3 24 | 15.7% | 23.5% | ||
| Q2 24 | 16.9% | 18.2% |
净利率ESABFCFS
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.5% | 20.8% | ||
| Q3 25 | 9.3% | 20.1% | ||
| Q2 25 | 9.9% | 15.5% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | 8.0% | 20.2% | ||
| Q3 24 | 10.1% | 17.9% | ||
| Q2 24 | 11.7% | 13.5% |
每股收益（稀释后）ESABFCFS
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.90 | $2.35 | ||
| Q3 25 | $1.09 | $1.86 | ||
| Q2 25 | $1.10 | $1.34 | ||
| Q1 25 | — | $1.87 | ||
| Q4 24 | $0.87 | $1.86 | ||
| Q3 24 | $1.11 | $1.44 | ||
| Q2 24 | $1.35 | $1.08 |
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 | $1.0B | $125.2M |
| 总债务越低越好 | $2.0B | $2.2B |
| 股东权益账面价值 | $2.2B | $2.3B |
| 总资产 | $5.6B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.91× | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资ESABFCFS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $218.2M | $125.2M | ||
| Q3 25 | $258.2M | $130.2M | ||
| Q2 25 | $291.3M | $101.5M | ||
| Q1 25 | — | $146.0M | ||
| Q4 24 | $249.4M | $175.1M | ||
| Q3 24 | $253.7M | $106.3M | ||
| Q2 24 | $228.5M | $113.7M |
总债务ESABFCFS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B |
股东权益ESABFCFS
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B |
总资产ESABFCFS
| Q1 26 | $5.6B | — | ||
| Q4 25 | $4.9B | $5.3B | ||
| Q3 25 | $4.4B | $5.2B | ||
| Q2 25 | $4.2B | $4.5B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | $4.0B | $4.5B | ||
| Q3 24 | $4.1B | $4.4B | ||
| Q2 24 | $4.0B | $4.3B |
负债/权益比ESABFCFS
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | 0.98× | ||
| Q3 25 | 0.51× | 1.01× | ||
| Q2 25 | 0.55× | 0.79× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | 0.60× | 0.85× | ||
| Q3 24 | 0.59× | 0.87× | ||
| Q2 24 | 0.63× | 0.85× |
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 | $46.9M | $206.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.95× | 1.98× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESABFCFS
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $206.6M | ||
| Q3 25 | $46.6M | $135.8M | ||
| Q2 25 | $35.4M | $116.9M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | $126.9M | $198.1M | ||
| Q3 24 | $101.0M | $113.1M | ||
| Q2 24 | $83.0M | $106.2M |
自由现金流ESABFCFS
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | — | ||
| Q2 25 | $28.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $90.4M | — | ||
| Q2 24 | $74.0M | — |
自由现金流率ESABFCFS
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 10.5% | — |
资本支出强度ESABFCFS
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.3% | — |
现金转化率ESABFCFS
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | 1.98× | ||
| Q3 25 | 0.70× | 1.64× | ||
| Q2 25 | 0.53× | 1.95× | ||
| Q1 25 | — | 1.51× | ||
| Q4 24 | 2.36× | 2.37× | ||
| Q3 24 | 1.48× | 1.74× | ||
| Q2 24 | 1.00× | 2.16× |
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
ESAB
暂无分部数据
FCFS
| US Pawn Segment | $292.2M | 58% |
| Retail POS Payment Solutions | $209.8M | 42% |
