vs
伊萨（ESAB）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是伊萨的2.2倍（$1.7B vs $745.6M），STIFEL FINANCIAL CORP净利率更高（15.1% vs 6.6%，领先8.5%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs 9.9%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
ESAB vs SF — 直观对比
营收规模更大
SF
是对方的2.2倍
$745.6M
营收增速更快
SF
高出7.8%
9.9%
净利率更高
SF
高出8.5%
6.6%
两年增速更快
SF
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $1.7B |
| 净利润 | $49.2M | $251.4M |
| 毛利率 | 36.9% | — |
| 营业利润率 | 12.1% | 30.8% |
| 净利率 | 6.6% | 15.1% |
| 营收同比 | 9.9% | 17.7% |
| 净利润同比 | -29.3% | 374.4% |
| 每股收益（稀释后） | $0.78 | $1.48 |
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ESABSF
| Q1 26 | $745.6M | $1.7B | ||
| Q4 25 | $727.8M | $1.1B | ||
| Q3 25 | $715.6M | $962.6M | ||
| Q2 25 | $678.1M | $838.9M | ||
| Q1 25 | — | $842.5M | ||
| Q4 24 | $670.8M | $916.0M | ||
| Q3 24 | $673.3M | $810.9M | ||
| Q2 24 | $707.1M | $798.9M |
净利润ESABSF
| Q1 26 | $49.2M | $251.4M | ||
| Q4 25 | $54.8M | $264.4M | ||
| Q3 25 | $66.9M | $211.4M | ||
| Q2 25 | $67.4M | $155.1M | ||
| Q1 25 | — | $53.0M | ||
| Q4 24 | $53.7M | $244.0M | ||
| Q3 24 | $68.2M | $158.5M | ||
| Q2 24 | $82.9M | $165.3M |
毛利率ESABSF
| Q1 26 | 36.9% | — | ||
| 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% | — |
营业利润率ESABSF
| Q1 26 | 12.1% | 30.8% | ||
| Q4 25 | 14.6% | 27.3% | ||
| Q3 25 | 15.2% | 29.7% | ||
| Q2 25 | 16.2% | 25.5% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | 16.6% | 29.1% | ||
| Q3 24 | 15.7% | 26.7% | ||
| Q2 24 | 16.9% | 28.4% |
净利率ESABSF
| Q1 26 | 6.6% | 15.1% | ||
| Q4 25 | 7.5% | 23.5% | ||
| Q3 25 | 9.3% | 22.0% | ||
| Q2 25 | 9.9% | 18.5% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | 8.0% | 26.6% | ||
| Q3 24 | 10.1% | 19.5% | ||
| Q2 24 | 11.7% | 20.7% |
每股收益（稀释后）ESABSF
| Q1 26 | $0.78 | $1.48 | ||
| Q4 25 | $0.90 | $2.30 | ||
| Q3 25 | $1.09 | $1.84 | ||
| Q2 25 | $1.10 | $1.34 | ||
| Q1 25 | — | $0.39 | ||
| Q4 24 | $0.87 | $2.10 | ||
| Q3 24 | $1.11 | $1.34 | ||
| Q2 24 | $1.35 | $1.41 |
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 | — |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.2B | $332.3M |
| 总资产 | $5.6B | $42.9B |
| 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ESABSF
| Q1 26 | $1.0B | — | ||
| Q4 25 | $218.2M | $2.3B | ||
| Q3 25 | $258.2M | $3.2B | ||
| Q2 25 | $291.3M | $1.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | $249.4M | $2.6B | ||
| Q3 24 | $253.7M | $1.9B | ||
| Q2 24 | $228.5M | $2.6B |
总债务ESABSF
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | $617.4M | ||
| Q3 25 | $1.1B | $617.2M | ||
| Q2 25 | $1.1B | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | $1.1B | $616.6M | ||
| Q3 24 | $1.1B | $616.4M | ||
| Q2 24 | $1.1B | $1.1B |
股东权益ESABSF
| Q1 26 | $2.2B | $332.3M | ||
| Q4 25 | $2.1B | $6.0B | ||
| Q3 25 | $2.1B | $5.8B | ||
| Q2 25 | $1.9B | $5.6B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | $1.8B | $5.7B | ||
| Q3 24 | $1.8B | $5.6B | ||
| Q2 24 | $1.7B | $5.4B |
总资产ESABSF
| Q1 26 | $5.6B | $42.9B | ||
| Q4 25 | $4.9B | $41.3B | ||
| Q3 25 | $4.4B | $41.7B | ||
| Q2 25 | $4.2B | $39.9B | ||
| Q1 25 | — | $40.4B | ||
| Q4 24 | $4.0B | $39.9B | ||
| Q3 24 | $4.1B | $38.9B | ||
| Q2 24 | $4.0B | $37.8B |
负债/权益比ESABSF
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | 0.10× | ||
| Q3 25 | 0.51× | 0.11× | ||
| Q2 25 | 0.55× | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | 0.60× | 0.11× | ||
| Q3 24 | 0.59× | 0.11× | ||
| Q2 24 | 0.63× | 0.21× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.95× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ESABSF
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $382.4M | ||
| Q3 25 | $46.6M | $338.3M | ||
| Q2 25 | $35.4M | $607.5M | ||
| Q1 25 | — | $-211.2M | ||
| Q4 24 | $126.9M | $694.6M | ||
| Q3 24 | $101.0M | $198.3M | ||
| Q2 24 | $83.0M | $207.2M |
自由现金流ESABSF
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $369.0M | ||
| Q3 25 | $37.4M | $321.1M | ||
| Q2 25 | $28.1M | $592.7M | ||
| Q1 25 | — | $-227.8M | ||
| Q4 24 | $102.2M | $677.2M | ||
| Q3 24 | $90.4M | $185.6M | ||
| Q2 24 | $74.0M | $173.3M |
自由现金流率ESABSF
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 32.7% | ||
| Q3 25 | 5.2% | 33.4% | ||
| Q2 25 | 4.1% | 70.6% | ||
| Q1 25 | — | -27.0% | ||
| Q4 24 | 15.2% | 73.9% | ||
| Q3 24 | 13.4% | 22.9% | ||
| Q2 24 | 10.5% | 21.7% |
资本支出强度ESABSF
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 1.2% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | 3.7% | 1.9% | ||
| Q3 24 | 1.6% | 1.6% | ||
| Q2 24 | 1.3% | 4.2% |
现金转化率ESABSF
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | 1.45× | ||
| Q3 25 | 0.70× | 1.60× | ||
| Q2 25 | 0.53× | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | 2.36× | 2.85× | ||
| Q3 24 | 1.48× | 1.25× | ||
| Q2 24 | 1.00× | 1.25× |
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
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
