vs
伊萨（ESAB）与Fidelis Insurance Holdings Ltd（FIHL）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Fidelis Insurance Holdings Ltd的1.1倍（$727.8M vs $651.9M），Fidelis Insurance Holdings Ltd净利率更高（20.0% vs 7.5%，领先12.5%），伊萨同比增速更快（8.5% vs -5.0%），Fidelis Insurance Holdings Ltd自由现金流更多（$154.6M vs $70.3M）
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。
Fidelis Insurance Holdings Ltd是总部位于百慕大的全球特种保险与再保险服务商，提供财产、意外伤害、海事、航空等领域的定制化风险保障方案，服务范围覆盖北美、欧洲等地区的企业及机构客户。
ESAB vs FIHL — 直观对比
营收规模更大
ESAB
是对方的1.1倍
$651.9M
营收增速更快
ESAB
高出13.5%
-5.0%
净利率更高
FIHL
高出12.5%
7.5%
自由现金流更多
FIHL
多$84.3M
$70.3M
损益表 — Q3 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $651.9M |
| 净利润 | $54.8M | $130.5M |
| 毛利率 | 37.0% | — |
| 营业利润率 | 14.6% | 24.7% |
| 净利率 | 7.5% | 20.0% |
| 营收同比 | 8.5% | -5.0% |
| 净利润同比 | 2.1% | 29.7% |
| 每股收益（稀释后） | $0.90 | $1.24 |
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ESABFIHL
| Q4 25 | $727.8M | — | ||
| Q3 25 | $715.6M | $651.9M | ||
| Q2 25 | $678.1M | $589.3M | ||
| Q1 25 | — | $658.4M | ||
| Q4 24 | $670.8M | — | ||
| Q3 24 | $673.3M | $686.1M | ||
| Q2 24 | $707.1M | $540.1M | ||
| Q1 24 | $689.7M | $520.0M |
净利润ESABFIHL
| Q4 25 | $54.8M | — | ||
| Q3 25 | $66.9M | $130.5M | ||
| Q2 25 | $67.4M | $19.7M | ||
| Q1 25 | — | $-42.5M | ||
| Q4 24 | $53.7M | — | ||
| Q3 24 | $68.2M | $100.6M | ||
| Q2 24 | $82.9M | $53.7M | ||
| Q1 24 | $60.0M | $81.2M |
毛利率ESABFIHL
| 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% | — | ||
| Q1 24 | 37.0% | — |
营业利润率ESABFIHL
| Q4 25 | 14.6% | — | ||
| Q3 25 | 15.2% | 24.7% | ||
| Q2 25 | 16.2% | 3.8% | ||
| Q1 25 | — | -7.6% | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 15.7% | 17.2% | ||
| Q2 24 | 16.9% | 11.6% | ||
| Q1 24 | 16.0% | 18.3% |
净利率ESABFIHL
| Q4 25 | 7.5% | — | ||
| Q3 25 | 9.3% | 20.0% | ||
| Q2 25 | 9.9% | 3.3% | ||
| Q1 25 | — | -6.5% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 10.1% | 14.7% | ||
| Q2 24 | 11.7% | 9.9% | ||
| Q1 24 | 8.7% | 15.6% |
每股收益（稀释后）ESABFIHL
| Q4 25 | $0.90 | — | ||
| Q3 25 | $1.09 | $1.24 | ||
| Q2 25 | $1.10 | $0.18 | ||
| Q1 25 | — | $-0.38 | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $1.11 | $0.88 | ||
| Q2 24 | $1.35 | $0.46 | ||
| Q1 24 | $0.98 | $0.69 |
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 | $218.2M | $892.5M |
| 总债务越低越好 | $1.3B | $842.9M |
| 股东权益账面价值 | $2.1B | $2.4B |
| 总资产 | $4.9B | $12.5B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资ESABFIHL
| Q4 25 | $218.2M | — | ||
| Q3 25 | $258.2M | $892.5M | ||
| Q2 25 | $291.3M | $919.4M | ||
| Q1 25 | — | $733.4M | ||
| Q4 24 | $249.4M | — | ||
| Q3 24 | $253.7M | $806.8M | ||
| Q2 24 | $228.5M | $628.6M | ||
| Q1 24 | $76.5M | $671.7M |
总债务ESABFIHL
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | $842.9M | ||
| Q2 25 | $1.1B | $842.6M | ||
| Q1 25 | — | $449.1M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | $448.8M | ||
| Q2 24 | $1.1B | $448.6M | ||
| Q1 24 | $992.8M | $448.4M |
股东权益ESABFIHL
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $1.9B | $2.3B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | $2.6B | ||
| Q2 24 | $1.7B | $2.5B | ||
| Q1 24 | $1.6B | $2.5B |
总资产ESABFIHL
| Q4 25 | $4.9B | — | ||
| Q3 25 | $4.4B | $12.5B | ||
| Q2 25 | $4.2B | $13.0B | ||
| Q1 25 | — | $12.8B | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | $11.7B | ||
| Q2 24 | $4.0B | $11.9B | ||
| Q1 24 | $3.8B | $11.3B |
负债/权益比ESABFIHL
| Q4 25 | 0.63× | — | ||
| Q3 25 | 0.51× | 0.35× | ||
| Q2 25 | 0.55× | 0.36× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.59× | 0.17× | ||
| Q2 24 | 0.63× | 0.18× | ||
| Q1 24 | 0.61× | 0.18× |
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 | $81.5M | $155.2M |
| 自由现金流经营现金流 - 资本支出 | $70.3M | $154.6M |
| 自由现金流率自由现金流/营收 | 9.7% | 23.7% |
| 资本支出强度资本支出/营收 | 1.5% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.49× | 1.19× |
| 过去12个月自由现金流最近4个季度 | $238.0M | $-320.9M |
8季度趋势，按日历期对齐
经营现金流ESABFIHL
| Q4 25 | $81.5M | — | ||
| Q3 25 | $46.6M | $155.2M | ||
| Q2 25 | $35.4M | $-359.2M | ||
| Q1 25 | — | $-433.1M | ||
| Q4 24 | $126.9M | — | ||
| Q3 24 | $101.0M | $318.9M | ||
| Q2 24 | $83.0M | $208.5M | ||
| Q1 24 | $44.5M | $-35.3M |
自由现金流ESABFIHL
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | $154.6M | ||
| Q2 25 | $28.1M | $-359.3M | ||
| Q1 25 | — | $-433.4M | ||
| Q4 24 | $102.2M | — | ||
| Q3 24 | $90.4M | $317.2M | ||
| Q2 24 | $74.0M | $206.6M | ||
| Q1 24 | $37.1M | $-35.6M |
自由现金流率ESABFIHL
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | 23.7% | ||
| Q2 25 | 4.1% | -61.0% | ||
| Q1 25 | — | -65.8% | ||
| Q4 24 | 15.2% | — | ||
| Q3 24 | 13.4% | 46.2% | ||
| Q2 24 | 10.5% | 38.3% | ||
| Q1 24 | 5.4% | -6.8% |
资本支出强度ESABFIHL
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | 0.1% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 1.6% | 0.2% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 1.1% | 0.1% |
现金转化率ESABFIHL
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | 1.19× | ||
| Q2 25 | 0.53× | -18.23× | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | 3.17× | ||
| Q2 24 | 1.00× | 3.88× | ||
| Q1 24 | 0.74× | -0.43× |
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
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
FIHL
暂无分部数据
