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伊萨（ESAB）与Symbotic Inc.（SYM）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Symbotic Inc.的1.2倍（$727.8M vs $630.0M）。伊萨净利率更高（7.5% vs 0.4%，领先7.1%）。Symbotic Inc.同比增速更快（29.4% vs 8.5%）。过去两年Symbotic Inc.的营收复合增速更高（21.9% 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。
Symbotic Inc.是总部位于美国马萨诸塞州威尔明顿的仓储自动化企业，专注于机器人技术在仓储场景的落地应用，为全球客户提供高效智能的仓储自动化解决方案，助力物流运营效率提升、运营成本优化。
ESAB vs SYM — 直观对比
营收规模更大
ESAB
是对方的1.2倍
$630.0M
营收增速更快
SYM
高出20.9%
8.5%
净利率更高
ESAB
高出7.1%
0.4%
两年增速更快
SYM
近两年复合增速
2.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $630.0M |
| 净利润 | $54.8M | $2.6M |
| 毛利率 | 37.0% | 21.2% |
| 营业利润率 | 14.6% | 1.0% |
| 净利率 | 7.5% | 0.4% |
| 营收同比 | 8.5% | 29.4% |
| 净利润同比 | 2.1% | 174.9% |
| 每股收益（稀释后） | $0.90 | $0.02 |
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ESABSYM
| Q4 25 | $727.8M | $630.0M | ||
| Q3 25 | $715.6M | $618.5M | ||
| Q2 25 | $678.1M | $592.1M | ||
| Q1 25 | — | $549.7M | ||
| Q4 24 | $670.8M | $486.7M | ||
| Q3 24 | $673.3M | $503.6M | ||
| Q2 24 | $707.1M | $491.9M | ||
| Q1 24 | $689.7M | $424.3M |
净利润ESABSYM
| Q4 25 | $54.8M | $2.6M | ||
| Q3 25 | $66.9M | $-3.6M | ||
| Q2 25 | $67.4M | $-5.9M | ||
| Q1 25 | — | $-3.9M | ||
| Q4 24 | $53.7M | $-3.5M | ||
| Q3 24 | $68.2M | $-2.5M | ||
| Q2 24 | $82.9M | $-2.5M | ||
| Q1 24 | $60.0M | $-6.6M |
毛利率ESABSYM
| Q4 25 | 37.0% | 21.2% | ||
| Q3 25 | 37.2% | 20.6% | ||
| Q2 25 | 37.6% | 18.2% | ||
| Q1 25 | — | 19.6% | ||
| Q4 24 | 38.5% | 16.4% | ||
| Q3 24 | 37.7% | 12.7% | ||
| Q2 24 | 38.2% | 13.7% | ||
| Q1 24 | 37.0% | 10.4% |
营业利润率ESABSYM
| Q4 25 | 14.6% | 1.0% | ||
| Q3 25 | 15.2% | -3.5% | ||
| Q2 25 | 16.2% | -6.2% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | 16.6% | -5.1% | ||
| Q3 24 | 15.7% | -4.3% | ||
| Q2 24 | 16.9% | -5.1% | ||
| Q1 24 | 16.0% | -12.0% |
净利率ESABSYM
| Q4 25 | 7.5% | 0.4% | ||
| Q3 25 | 9.3% | -0.6% | ||
| Q2 25 | 9.9% | -1.0% | ||
| Q1 25 | — | -0.7% | ||
| Q4 24 | 8.0% | -0.7% | ||
| Q3 24 | 10.1% | -0.5% | ||
| Q2 24 | 11.7% | -0.5% | ||
| Q1 24 | 8.7% | -1.6% |
每股收益（稀释后）ESABSYM
| Q4 25 | $0.90 | $0.02 | ||
| Q3 25 | $1.09 | $-0.04 | ||
| Q2 25 | $1.10 | $-0.05 | ||
| Q1 25 | — | $-0.04 | ||
| Q4 24 | $0.87 | $-0.03 | ||
| Q3 24 | $1.11 | $-0.03 | ||
| Q2 24 | $1.35 | $-0.02 | ||
| Q1 24 | $0.98 | $-0.07 |
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 | $1.8B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $663.8M |
| 总资产 | $4.9B | $3.0B |
| 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ESABSYM
| Q4 25 | $218.2M | $1.8B | ||
| Q3 25 | $258.2M | $1.2B | ||
| Q2 25 | $291.3M | $777.6M | ||
| Q1 25 | — | $954.9M | ||
| Q4 24 | $249.4M | $903.0M | ||
| Q3 24 | $253.7M | $727.3M | ||
| Q2 24 | $228.5M | $870.5M | ||
| Q1 24 | $76.5M | $901.4M |
总债务ESABSYM
| 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ESABSYM
| Q4 25 | $2.1B | $663.8M | ||
| Q3 25 | $2.1B | $221.3M | ||
| Q2 25 | $1.9B | $210.8M | ||
| Q1 25 | — | $205.4M | ||
| Q4 24 | $1.8B | $196.5M | ||
| Q3 24 | $1.8B | $197.2M | ||
| Q2 24 | $1.7B | $418.7M | ||
| Q1 24 | $1.6B | $417.1M |
总资产ESABSYM
| Q4 25 | $4.9B | $3.0B | ||
| Q3 25 | $4.4B | $2.4B | ||
| Q2 25 | $4.2B | $1.8B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $4.0B | $1.7B | ||
| Q3 24 | $4.1B | $1.6B | ||
| Q2 24 | $4.0B | $1.6B | ||
| Q1 24 | $3.8B | $1.6B |
负债/权益比ESABSYM
| 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 | $191.5M |
| 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× | 73.61× |
| 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ESABSYM
| Q4 25 | $81.5M | $191.5M | ||
| Q3 25 | $46.6M | $530.7M | ||
| Q2 25 | $35.4M | $-138.3M | ||
| Q1 25 | — | $269.6M | ||
| Q4 24 | $126.9M | $205.0M | ||
| Q3 24 | $101.0M | $-99.4M | ||
| Q2 24 | $83.0M | $50.4M | ||
| Q1 24 | $44.5M | $21.1M |
自由现金流ESABSYM
| Q4 25 | $70.3M | — | ||
| Q3 25 | $37.4M | — | ||
| Q2 25 | $28.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $102.2M | $197.7M | ||
| Q3 24 | $90.4M | $-120.1M | ||
| Q2 24 | $74.0M | $33.5M | ||
| Q1 24 | $37.1M | $18.6M |
自由现金流率ESABSYM
| Q4 25 | 9.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.2% | 40.6% | ||
| Q3 24 | 13.4% | -23.9% | ||
| Q2 24 | 10.5% | 6.8% | ||
| Q1 24 | 5.4% | 4.4% |
资本支出强度ESABSYM
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.7% | 1.5% | ||
| Q3 24 | 1.6% | 4.1% | ||
| Q2 24 | 1.3% | 3.4% | ||
| Q1 24 | 1.1% | 0.6% |
现金转化率ESABSYM
| Q4 25 | 1.49× | 73.61× | ||
| 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% |
SYM
| Systems | $590.3M | 94% |
| Operation Services | $28.8M | 5% |
| Software Maintenance And Support | $10.9M | 2% |
| Revision Of Prior Period Change In Accounting Principle Adjustment | $2.9M | 0% |
| Related Party | $1.1M | 0% |
