vs
伊萨（ESAB）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.0倍（$727.8M vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 7.5%，领先27.1%），Reddit, Inc.同比增速更快（69.7% vs 8.5%），Reddit, Inc.自由现金流更多（$263.6M vs $70.3M），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 2.8%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
ESAB vs RDDT — 直观对比
营收规模更大
ESAB
是对方的1.0倍
$725.6M
营收增速更快
RDDT
高出61.1%
8.5%
净利率更高
RDDT
高出27.1%
7.5%
自由现金流更多
RDDT
多$193.3M
$70.3M
两年增速更快
RDDT
近两年复合增速
2.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $725.6M |
| 净利润 | $54.8M | $251.6M |
| 毛利率 | 37.0% | 91.9% |
| 营业利润率 | 14.6% | 31.9% |
| 净利率 | 7.5% | 34.7% |
| 营收同比 | 8.5% | 69.7% |
| 净利润同比 | 2.1% | 254.2% |
| 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ESABRDDT
| Q4 25 | $727.8M | $725.6M | ||
| Q3 25 | $715.6M | $584.9M | ||
| Q2 25 | $678.1M | $499.6M | ||
| Q1 25 | — | $392.4M | ||
| Q4 24 | $670.8M | $427.7M | ||
| Q3 24 | $673.3M | $348.4M | ||
| Q2 24 | $707.1M | $281.2M | ||
| Q1 24 | $689.7M | $243.0M |
净利润ESABRDDT
| Q4 25 | $54.8M | $251.6M | ||
| Q3 25 | $66.9M | $162.7M | ||
| Q2 25 | $67.4M | $89.3M | ||
| Q1 25 | — | $26.2M | ||
| Q4 24 | $53.7M | $71.0M | ||
| Q3 24 | $68.2M | $29.9M | ||
| Q2 24 | $82.9M | $-10.1M | ||
| Q1 24 | $60.0M | $-575.1M |
毛利率ESABRDDT
| Q4 25 | 37.0% | 91.9% | ||
| Q3 25 | 37.2% | 91.0% | ||
| Q2 25 | 37.6% | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | 38.5% | 92.6% | ||
| Q3 24 | 37.7% | 90.1% | ||
| Q2 24 | 38.2% | 89.5% | ||
| Q1 24 | 37.0% | 88.6% |
营业利润率ESABRDDT
| Q4 25 | 14.6% | 31.9% | ||
| Q3 25 | 15.2% | 23.7% | ||
| Q2 25 | 16.2% | 13.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | 16.6% | 12.4% | ||
| Q3 24 | 15.7% | 2.0% | ||
| Q2 24 | 16.9% | -11.0% | ||
| Q1 24 | 16.0% | -242.5% |
净利率ESABRDDT
| Q4 25 | 7.5% | 34.7% | ||
| Q3 25 | 9.3% | 27.8% | ||
| Q2 25 | 9.9% | 17.9% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | 8.0% | 16.6% | ||
| Q3 24 | 10.1% | 8.6% | ||
| Q2 24 | 11.7% | -3.6% | ||
| Q1 24 | 8.7% | -236.7% |
每股收益（稀释后）ESABRDDT
| Q4 25 | $0.90 | $1.24 | ||
| Q3 25 | $1.09 | $0.80 | ||
| Q2 25 | $1.10 | $0.45 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | $0.87 | $4.76 | ||
| Q3 24 | $1.11 | $0.16 | ||
| Q2 24 | $1.35 | $-0.06 | ||
| Q1 24 | $0.98 | $-8.19 |
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 | $953.6M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $2.9B |
| 总资产 | $4.9B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资ESABRDDT
| Q4 25 | $218.2M | $953.6M | ||
| Q3 25 | $258.2M | $911.7M | ||
| Q2 25 | $291.3M | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | $249.4M | $562.1M | ||
| Q3 24 | $253.7M | $515.9M | ||
| Q2 24 | $228.5M | $468.0M | ||
| Q1 24 | $76.5M | $968.5M |
总债务ESABRDDT
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $992.8M | — |
股东权益ESABRDDT
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.1B | $2.6B | ||
| Q2 25 | $1.9B | $2.4B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $1.9B | ||
| Q1 24 | $1.6B | $1.8B |
总资产ESABRDDT
| Q4 25 | $4.9B | $3.2B | ||
| Q3 25 | $4.4B | $2.9B | ||
| Q2 25 | $4.2B | $2.6B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.1B | $2.2B | ||
| Q2 24 | $4.0B | $2.1B | ||
| Q1 24 | $3.8B | $2.0B |
负债/权益比ESABRDDT
| 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× | — | ||
| Q1 24 | 0.61× | — |
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 | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $70.3M | $263.6M |
| 自由现金流率自由现金流/营收 | 9.7% | 36.3% |
| 资本支出强度资本支出/营收 | 1.5% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.49× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $238.0M | $684.2M |
8季度趋势，按日历期对齐
经营现金流ESABRDDT
| Q4 25 | $81.5M | $266.8M | ||
| Q3 25 | $46.6M | $185.2M | ||
| Q2 25 | $35.4M | $111.3M | ||
| Q1 25 | — | $127.6M | ||
| Q4 24 | $126.9M | $90.0M | ||
| Q3 24 | $101.0M | $71.6M | ||
| Q2 24 | $83.0M | $28.4M | ||
| Q1 24 | $44.5M | $32.1M |
自由现金流ESABRDDT
| Q4 25 | $70.3M | $263.6M | ||
| Q3 25 | $37.4M | $183.1M | ||
| Q2 25 | $28.1M | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | $102.2M | $89.2M | ||
| Q3 24 | $90.4M | $70.3M | ||
| Q2 24 | $74.0M | $27.2M | ||
| Q1 24 | $37.1M | $29.2M |
自由现金流率ESABRDDT
| Q4 25 | 9.7% | 36.3% | ||
| Q3 25 | 5.2% | 31.3% | ||
| Q2 25 | 4.1% | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | 15.2% | 20.8% | ||
| Q3 24 | 13.4% | 20.2% | ||
| Q2 24 | 10.5% | 9.7% | ||
| Q1 24 | 5.4% | 12.0% |
资本支出强度ESABRDDT
| Q4 25 | 1.5% | 0.4% | ||
| Q3 25 | 1.3% | 0.4% | ||
| Q2 25 | 1.1% | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 3.7% | 0.2% | ||
| Q3 24 | 1.6% | 0.4% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 1.1% | 1.2% |
现金转化率ESABRDDT
| Q4 25 | 1.49× | 1.06× | ||
| Q3 25 | 0.70× | 1.14× | ||
| Q2 25 | 0.53× | 1.25× | ||
| Q1 25 | — | 4.88× | ||
| Q4 24 | 2.36× | 1.27× | ||
| Q3 24 | 1.48× | 2.40× | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.74× | — |
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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
