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伊萨（ESAB）与Fair Isaac（FICO）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Fair Isaac的1.5倍（$745.6M vs $512.0M），Fair Isaac净利率更高（30.9% vs 6.6%，领先24.3%），Fair Isaac同比增速更快（16.4% vs 9.9%），过去两年Fair Isaac的营收复合增速更高（8.6% 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。
FICO（原Fair, Isaac and Company）是美国知名数据分析企业，1956年由比尔·费尔与厄尔·艾萨克创立，总部位于蒙大拿州博兹曼市，核心业务为信用评分服务，其推出的FICO信用分是评估消费者信贷风险的重要指标，目前已被美国消费信贷行业广泛采用。
ESAB vs FICO — 直观对比
营收规模更大
ESAB
是对方的1.5倍
$512.0M
营收增速更快
FICO
高出6.4%
9.9%
净利率更高
FICO
高出24.3%
6.6%
两年增速更快
FICO
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $512.0M |
| 净利润 | $49.2M | $158.4M |
| 毛利率 | 36.9% | 83.0% |
| 营业利润率 | 12.1% | 45.7% |
| 净利率 | 6.6% | 30.9% |
| 营收同比 | 9.9% | 16.4% |
| 净利润同比 | -29.3% | 3.8% |
| 每股收益（稀释后） | $0.78 | $6.61 |
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ESABFICO
| Q1 26 | $745.6M | — | ||
| Q4 25 | $727.8M | $512.0M | ||
| Q3 25 | $715.6M | $515.8M | ||
| Q2 25 | $678.1M | $536.4M | ||
| Q1 25 | — | $498.7M | ||
| Q4 24 | $670.8M | $440.0M | ||
| Q3 24 | $673.3M | $453.8M | ||
| Q2 24 | $707.1M | $447.8M |
净利润ESABFICO
| Q1 26 | $49.2M | — | ||
| Q4 25 | $54.8M | $158.4M | ||
| Q3 25 | $66.9M | $155.0M | ||
| Q2 25 | $67.4M | $181.8M | ||
| Q1 25 | — | $162.6M | ||
| Q4 24 | $53.7M | $152.5M | ||
| Q3 24 | $68.2M | $135.7M | ||
| Q2 24 | $82.9M | $126.3M |
毛利率ESABFICO
| Q1 26 | 36.9% | — | ||
| Q4 25 | 37.0% | 83.0% | ||
| Q3 25 | 37.2% | 82.3% | ||
| Q2 25 | 37.6% | 83.7% | ||
| Q1 25 | — | 82.4% | ||
| Q4 24 | 38.5% | 80.1% | ||
| Q3 24 | 37.7% | 80.3% | ||
| Q2 24 | 38.2% | 80.3% |
营业利润率ESABFICO
| Q1 26 | 12.1% | — | ||
| Q4 25 | 14.6% | 45.7% | ||
| Q3 25 | 15.2% | 46.0% | ||
| Q2 25 | 16.2% | 48.9% | ||
| Q1 25 | — | 49.3% | ||
| Q4 24 | 16.6% | 40.8% | ||
| Q3 24 | 15.7% | 43.4% | ||
| Q2 24 | 16.9% | 42.5% |
净利率ESABFICO
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.5% | 30.9% | ||
| Q3 25 | 9.3% | 30.1% | ||
| Q2 25 | 9.9% | 33.9% | ||
| Q1 25 | — | 32.6% | ||
| Q4 24 | 8.0% | 34.7% | ||
| Q3 24 | 10.1% | 29.9% | ||
| Q2 24 | 11.7% | 28.2% |
每股收益（稀释后）ESABFICO
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.90 | $6.61 | ||
| Q3 25 | $1.09 | $6.41 | ||
| Q2 25 | $1.10 | $7.40 | ||
| Q1 25 | — | $6.59 | ||
| Q4 24 | $0.87 | $6.14 | ||
| Q3 24 | $1.11 | $5.44 | ||
| Q2 24 | $1.35 | $5.05 |
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 | $162.0M |
| 总债务越低越好 | $2.0B | $3.2B |
| 股东权益账面价值 | $2.2B | $-1.8B |
| 总资产 | $5.6B | $1.9B |
| 负债/权益比越低杠杆越低 | 0.91× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABFICO
| Q1 26 | $1.0B | — | ||
| Q4 25 | $218.2M | $162.0M | ||
| Q3 25 | $258.2M | $134.1M | ||
| Q2 25 | $291.3M | $189.0M | ||
| Q1 25 | — | $146.6M | ||
| Q4 24 | $249.4M | $184.3M | ||
| Q3 24 | $253.7M | $150.7M | ||
| Q2 24 | $228.5M | $156.0M |
总债务ESABFICO
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | $3.2B | ||
| Q3 25 | $1.1B | $3.1B | ||
| Q2 25 | $1.1B | $2.8B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | $1.1B | $2.4B | ||
| Q3 24 | $1.1B | $2.2B | ||
| Q2 24 | $1.1B | $2.1B |
股东权益ESABFICO
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $-1.8B | ||
| Q3 25 | $2.1B | $-1.7B | ||
| Q2 25 | $1.9B | $-1.4B | ||
| Q1 25 | — | $-1.1B | ||
| Q4 24 | $1.8B | $-1.1B | ||
| Q3 24 | $1.8B | $-962.7M | ||
| Q2 24 | $1.7B | $-829.3M |
总资产ESABFICO
| Q1 26 | $5.6B | — | ||
| Q4 25 | $4.9B | $1.9B | ||
| Q3 25 | $4.4B | $1.9B | ||
| Q2 25 | $4.2B | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $4.0B | $1.7B | ||
| Q3 24 | $4.1B | $1.7B | ||
| Q2 24 | $4.0B | $1.7B |
负债/权益比ESABFICO
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | — | ||
| Q2 24 | 0.63× | — |
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 | $174.1M |
| 自由现金流经营现金流 - 资本支出 | — | $173.9M |
| 自由现金流率自由现金流/营收 | — | 34.0% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 0.95× | 1.10× |
| 过去12个月自由现金流最近4个季度 | — | $750.6M |
8季度趋势，按日历期对齐
经营现金流ESABFICO
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $174.1M | ||
| Q3 25 | $46.6M | $223.7M | ||
| Q2 25 | $35.4M | $286.2M | ||
| Q1 25 | — | $74.9M | ||
| Q4 24 | $126.9M | $194.0M | ||
| Q3 24 | $101.0M | $226.5M | ||
| Q2 24 | $83.0M | $213.3M |
自由现金流ESABFICO
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $173.9M | ||
| Q3 25 | $37.4M | $219.5M | ||
| Q2 25 | $28.1M | $284.4M | ||
| Q1 25 | — | $72.8M | ||
| Q4 24 | $102.2M | $193.2M | ||
| Q3 24 | $90.4M | $224.7M | ||
| Q2 24 | $74.0M | $211.6M |
自由现金流率ESABFICO
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 34.0% | ||
| Q3 25 | 5.2% | 42.6% | ||
| Q2 25 | 4.1% | 53.0% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | 15.2% | 43.9% | ||
| Q3 24 | 13.4% | 49.5% | ||
| Q2 24 | 10.5% | 47.2% |
资本支出强度ESABFICO
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.0% | ||
| Q3 25 | 1.3% | 0.8% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | 3.7% | 0.2% | ||
| Q3 24 | 1.6% | 0.4% | ||
| Q2 24 | 1.3% | 0.4% |
现金转化率ESABFICO
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | 1.10× | ||
| Q3 25 | 0.70× | 1.44× | ||
| Q2 25 | 0.53× | 1.57× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | 2.36× | 1.27× | ||
| Q3 24 | 1.48× | 1.67× | ||
| Q2 24 | 1.00× | 1.69× |
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
FICO
| Business To Business Scores | $248.6M | 49% |
| Saa S Products | $115.7M | 23% |
| Platform Software | $73.9M | 14% |
| Business To Consumer Scores | $55.9M | 11% |
| Technology Service | $19.2M | 4% |
