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伊萨（ESAB）与科沃斯（SERV）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科沃斯的825.7倍（$727.8M vs $881.5K）。伊萨净利率更高（7.5% vs -3888.1%，领先3895.6%）。科沃斯同比增速更快（400.1% vs 8.5%）。伊萨自由现金流更多（$70.3M vs $-46.1M）。过去两年伊萨的营收复合增速更高（2.8% vs -3.5%）
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。
科沃斯机器人是一家中国科技企业，以研发家用智能机器人家电产品闻名。公司由钱东奇于1998年创立，总部坐落于中国苏州。据相关报道，2013年科沃斯就占据了中国清洁机器人市场超六成份额，2023年其市值已增长至近63.8亿美元。
ESAB vs SERV — 直观对比
营收规模更大
ESAB
是对方的825.7倍
$881.5K
营收增速更快
SERV
高出391.5%
8.5%
净利率更高
ESAB
高出3895.6%
-3888.1%
自由现金流更多
ESAB
多$116.4M
$-46.1M
两年增速更快
ESAB
近两年复合增速
-3.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $881.5K |
| 净利润 | $54.8M | $-34.3M |
| 毛利率 | 37.0% | -757.3% |
| 营业利润率 | 14.6% | -4572.1% |
| 净利率 | 7.5% | -3888.1% |
| 营收同比 | 8.5% | 400.1% |
| 净利润同比 | 2.1% | -161.3% |
| 每股收益（稀释后） | $0.90 | $-0.50 |
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ESABSERV
| Q4 25 | $727.8M | $881.5K | ||
| Q3 25 | $715.6M | $687.0K | ||
| Q2 25 | $678.1M | $642.0K | ||
| Q1 25 | — | $440.5K | ||
| Q4 24 | $670.8M | $176.3K | ||
| Q3 24 | $673.3M | $222.0K | ||
| Q2 24 | $707.1M | $468.0K | ||
| Q1 24 | $689.7M | $946.7K |
净利润ESABSERV
| Q4 25 | $54.8M | $-34.3M | ||
| Q3 25 | $66.9M | $-33.0M | ||
| Q2 25 | $67.4M | $-20.9M | ||
| Q1 25 | — | $-13.2M | ||
| Q4 24 | $53.7M | $-13.1M | ||
| Q3 24 | $68.2M | $-8.0M | ||
| Q2 24 | $82.9M | $-9.0M | ||
| Q1 24 | $60.0M | $-9.0M |
毛利率ESABSERV
| Q4 25 | 37.0% | -757.3% | ||
| Q3 25 | 37.2% | -637.4% | ||
| Q2 25 | 37.6% | -445.3% | ||
| Q1 25 | — | -333.4% | ||
| Q4 24 | 38.5% | -371.7% | ||
| Q3 24 | 37.7% | -70.3% | ||
| Q2 24 | 38.2% | 30.3% | ||
| Q1 24 | 37.0% | 62.8% |
营业利润率ESABSERV
| Q4 25 | 14.6% | -4572.1% | ||
| Q3 25 | 15.2% | -5067.8% | ||
| Q2 25 | 16.2% | -3527.1% | ||
| Q1 25 | — | -3406.6% | ||
| Q4 24 | 16.6% | -7701.3% | ||
| Q3 24 | 15.7% | -3804.1% | ||
| Q2 24 | 16.9% | -1828.2% | ||
| Q1 24 | 16.0% | -814.6% |
净利率ESABSERV
| Q4 25 | 7.5% | -3888.1% | ||
| Q3 25 | 9.3% | -4806.4% | ||
| Q2 25 | 9.9% | -3247.7% | ||
| Q1 25 | — | -3000.5% | ||
| Q4 24 | 8.0% | -7441.8% | ||
| Q3 24 | 10.1% | -3601.8% | ||
| Q2 24 | 11.7% | -1931.2% | ||
| Q1 24 | 8.7% | -954.7% |
每股收益（稀释后）ESABSERV
| Q4 25 | $0.90 | $-0.50 | ||
| Q3 25 | $1.09 | $-0.54 | ||
| Q2 25 | $1.10 | $-0.36 | ||
| Q1 25 | — | $-0.23 | ||
| Q4 24 | $0.87 | $-0.23 | ||
| Q3 24 | $1.11 | $-0.20 | ||
| Q2 24 | $1.35 | $-0.27 | ||
| Q1 24 | $0.98 | $-0.37 |
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 | $106.2M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $350.7M |
| 总资产 | $4.9B | $367.8M |
| 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ESABSERV
| Q4 25 | $218.2M | $106.2M | ||
| Q3 25 | $258.2M | $116.8M | ||
| Q2 25 | $291.3M | $116.7M | ||
| Q1 25 | — | $197.8M | ||
| Q4 24 | $249.4M | $123.3M | ||
| Q3 24 | $253.7M | $50.9M | ||
| Q2 24 | $228.5M | $28.8M | ||
| Q1 24 | $76.5M | — |
总债务ESABSERV
| 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ESABSERV
| Q4 25 | $2.1B | $350.7M | ||
| Q3 25 | $2.1B | $283.9M | ||
| Q2 25 | $1.9B | $207.2M | ||
| Q1 25 | — | $210.2M | ||
| Q4 24 | $1.8B | $131.7M | ||
| Q3 24 | $1.8B | $56.2M | ||
| Q2 24 | $1.7B | $28.5M | ||
| Q1 24 | $1.6B | $-8.8M |
总资产ESABSERV
| Q4 25 | $4.9B | $367.8M | ||
| Q3 25 | $4.4B | $299.1M | ||
| Q2 25 | $4.2B | $214.3M | ||
| Q1 25 | — | $216.6M | ||
| Q4 24 | $4.0B | $139.6M | ||
| Q3 24 | $4.1B | $61.5M | ||
| Q2 24 | $4.0B | $32.8M | ||
| Q1 24 | $3.8B | $4.2M |
负债/权益比ESABSERV
| 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 | $-29.6M |
| 自由现金流经营现金流 - 资本支出 | $70.3M | $-46.1M |
| 自由现金流率自由现金流/营收 | 9.7% | -5234.4% |
| 资本支出强度资本支出/营收 | 1.5% | 1872.1% |
| 现金转化率经营现金流/净利润 | 1.49× | — |
| 过去12个月自由现金流最近4个季度 | $238.0M | $-117.6M |
8季度趋势，按日历期对齐
经营现金流ESABSERV
| Q4 25 | $81.5M | $-29.6M | ||
| Q3 25 | $46.6M | $-25.2M | ||
| Q2 25 | $35.4M | $-16.0M | ||
| Q1 25 | — | $-9.5M | ||
| Q4 24 | $126.9M | $-6.3M | ||
| Q3 24 | $101.0M | $-5.5M | ||
| Q2 24 | $83.0M | $-5.7M | ||
| Q1 24 | $44.5M | $-4.1M |
自由现金流ESABSERV
| Q4 25 | $70.3M | $-46.1M | ||
| Q3 25 | $37.4M | $-36.5M | ||
| Q2 25 | $28.1M | $-22.0M | ||
| Q1 25 | — | $-12.9M | ||
| Q4 24 | $102.2M | $-11.1M | ||
| Q3 24 | $90.4M | $-10.1M | ||
| Q2 24 | $74.0M | $-6.5M | ||
| Q1 24 | $37.1M | $-4.1M |
自由现金流率ESABSERV
| Q4 25 | 9.7% | -5234.4% | ||
| Q3 25 | 5.2% | -5314.1% | ||
| Q2 25 | 4.1% | -3426.8% | ||
| Q1 25 | — | -2934.1% | ||
| Q4 24 | 15.2% | -6307.8% | ||
| Q3 24 | 13.4% | -4529.7% | ||
| Q2 24 | 10.5% | -1396.6% | ||
| Q1 24 | 5.4% | -431.1% |
资本支出强度ESABSERV
| Q4 25 | 1.5% | 1872.1% | ||
| Q3 25 | 1.3% | 1649.6% | ||
| Q2 25 | 1.1% | 940.4% | ||
| Q1 25 | — | 785.7% | ||
| Q4 24 | 3.7% | 2755.1% | ||
| Q3 24 | 1.6% | 2070.7% | ||
| Q2 24 | 1.3% | 169.8% | ||
| Q1 24 | 1.1% | 0.4% |
现金转化率ESABSERV
| Q4 25 | 1.49× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.36× | — | ||
| Q3 24 | 1.48× | — | ||
| 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% |
SERV
暂无分部数据
