vs
伊萨（ESAB）与RANGE RESOURCES CORP（RRC）财务数据对比。点击上方公司名可切换其他公司
RANGE RESOURCES CORP的季度营收约是伊萨的1.1倍（$786.9M vs $727.8M），RANGE RESOURCES CORP净利率更高（22.8% vs 7.5%，领先15.2%），RANGE RESOURCES CORP同比增速更快（18.0% vs 8.5%），过去两年RANGE RESOURCES CORP的营收复合增速更高（14.6% 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。
Range Resources Corporation是一家总部位于美国得克萨斯州沃斯堡的天然气勘探开采企业，核心运营区域为马塞勒斯页岩地层，是该地区拥有土地面积最大的运营商，专注于天然气资源的勘探、开发与生产业务，在北美油气开发领域具备深厚的行业积累。
ESAB vs RRC — 直观对比
营收规模更大
RRC
是对方的1.1倍
$727.8M
营收增速更快
RRC
高出9.5%
8.5%
净利率更高
RRC
高出15.2%
7.5%
两年增速更快
RRC
近两年复合增速
2.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $786.9M |
| 净利润 | $54.8M | $179.1M |
| 毛利率 | 37.0% | 94.5% |
| 营业利润率 | 14.6% | — |
| 净利率 | 7.5% | 22.8% |
| 营收同比 | 8.5% | 18.0% |
| 净利润同比 | 2.1% | 88.8% |
| 每股收益（稀释后） | $0.90 | $0.75 |
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ESABRRC
| Q4 25 | $727.8M | $786.9M | ||
| Q3 25 | $715.6M | $655.3M | ||
| Q2 25 | $678.1M | $699.6M | ||
| Q1 25 | — | $846.3M | ||
| Q4 24 | $670.8M | $667.0M | ||
| Q3 24 | $673.3M | $567.9M | ||
| Q2 24 | $707.1M | $513.2M | ||
| Q1 24 | $689.7M | $598.8M |
净利润ESABRRC
| Q4 25 | $54.8M | $179.1M | ||
| Q3 25 | $66.9M | $144.3M | ||
| Q2 25 | $67.4M | $237.6M | ||
| Q1 25 | — | $97.1M | ||
| Q4 24 | $53.7M | $94.8M | ||
| Q3 24 | $68.2M | $50.7M | ||
| Q2 24 | $82.9M | $28.7M | ||
| Q1 24 | $60.0M | $92.1M |
毛利率ESABRRC
| Q4 25 | 37.0% | 94.5% | ||
| Q3 25 | 37.2% | 92.5% | ||
| Q2 25 | 37.6% | 95.0% | ||
| Q1 25 | — | 93.1% | ||
| Q4 24 | 38.5% | 93.7% | ||
| Q3 24 | 37.7% | 94.3% | ||
| Q2 24 | 38.2% | 93.4% | ||
| Q1 24 | 37.0% | 94.7% |
营业利润率ESABRRC
| Q4 25 | 14.6% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 16.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | 16.9% | — | ||
| Q1 24 | 16.0% | — |
净利率ESABRRC
| Q4 25 | 7.5% | 22.8% | ||
| Q3 25 | 9.3% | 22.0% | ||
| Q2 25 | 9.9% | 34.0% | ||
| Q1 25 | — | 11.5% | ||
| Q4 24 | 8.0% | 14.2% | ||
| Q3 24 | 10.1% | 8.9% | ||
| Q2 24 | 11.7% | 5.6% | ||
| Q1 24 | 8.7% | 15.4% |
每股收益（稀释后）ESABRRC
| Q4 25 | $0.90 | $0.75 | ||
| Q3 25 | $1.09 | $0.60 | ||
| Q2 25 | $1.10 | $0.99 | ||
| Q1 25 | — | $0.40 | ||
| Q4 24 | $0.87 | $0.38 | ||
| Q3 24 | $1.11 | $0.21 | ||
| Q2 24 | $1.35 | $0.12 | ||
| Q1 24 | $0.98 | $0.38 |
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 | $204.0K |
| 总债务越低越好 | $1.3B | $1.2B |
| 股东权益账面价值 | $2.1B | $4.3B |
| 总资产 | $4.9B | $7.4B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资ESABRRC
| Q4 25 | $218.2M | $204.0K | ||
| Q3 25 | $258.2M | $175.0K | ||
| Q2 25 | $291.3M | $134.0K | ||
| Q1 25 | — | $344.6M | ||
| Q4 24 | $249.4M | $304.5M | ||
| Q3 24 | $253.7M | $277.4M | ||
| Q2 24 | $228.5M | $251.1M | ||
| Q1 24 | $76.5M | $343.1M |
总债务ESABRRC
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.1B | $1.7B | ||
| Q1 24 | $992.8M | $1.8B |
股东权益ESABRRC
| Q4 25 | $2.1B | $4.3B | ||
| Q3 25 | $2.1B | $4.2B | ||
| Q2 25 | $1.9B | $4.1B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | $1.8B | $3.9B | ||
| Q3 24 | $1.8B | $3.9B | ||
| Q2 24 | $1.7B | $3.9B | ||
| Q1 24 | $1.6B | $3.8B |
总资产ESABRRC
| Q4 25 | $4.9B | $7.4B | ||
| Q3 25 | $4.4B | $7.2B | ||
| Q2 25 | $4.2B | $7.1B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | $4.0B | $7.3B | ||
| Q3 24 | $4.1B | $7.2B | ||
| Q2 24 | $4.0B | $7.3B | ||
| Q1 24 | $3.8B | $7.4B |
负债/权益比ESABRRC
| Q4 25 | 0.63× | 0.28× | ||
| Q3 25 | 0.51× | 0.29× | ||
| Q2 25 | 0.55× | 0.29× | ||
| Q1 25 | — | 0.43× | ||
| Q4 24 | 0.60× | 0.43× | ||
| Q3 24 | 0.59× | 0.44× | ||
| Q2 24 | 0.63× | 0.44× | ||
| Q1 24 | 0.61× | 0.46× |
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 | $257.5M |
| 自由现金流经营现金流 - 资本支出 | $70.3M | — |
| 自由现金流率自由现金流/营收 | 9.7% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | 1.49× | 1.44× |
| 过去12个月自由现金流最近4个季度 | $238.0M | — |
8季度趋势，按日历期对齐
经营现金流ESABRRC
| Q4 25 | $81.5M | $257.5M | ||
| Q3 25 | $46.6M | $247.5M | ||
| Q2 25 | $35.4M | $336.2M | ||
| Q1 25 | — | $330.1M | ||
| Q4 24 | $126.9M | $217.9M | ||
| Q3 24 | $101.0M | $245.9M | ||
| Q2 24 | $83.0M | $148.8M | ||
| Q1 24 | $44.5M | $331.9M |
自由现金流ESABRRC
| 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 | — | ||
| Q1 24 | $37.1M | — |
自由现金流率ESABRRC
| 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% | — | ||
| Q1 24 | 5.4% | — |
资本支出强度ESABRRC
| 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% | — | ||
| Q1 24 | 1.1% | — |
现金转化率ESABRRC
| Q4 25 | 1.49× | 1.44× | ||
| Q3 25 | 0.70× | 1.72× | ||
| Q2 25 | 0.53× | 1.42× | ||
| Q1 25 | — | 3.40× | ||
| Q4 24 | 2.36× | 2.30× | ||
| Q3 24 | 1.48× | 4.85× | ||
| Q2 24 | 1.00× | 5.18× | ||
| Q1 24 | 0.74× | 3.60× |
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% |
RRC
| Natural Gas Natural Gas Liquids And Oil Sales | $745.5M | 95% |
| Brokered Natural Gas And Marketing | $41.3M | 5% |
