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伊萨（ESAB）与TAYLOR DEVICES, INC.（TAYD）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TAYLOR DEVICES, INC.的62.7倍（$727.8M vs $11.6M）。TAYLOR DEVICES, INC.净利率更高（17.3% vs 7.5%，领先9.8%）。TAYLOR DEVICES, INC.同比增速更快（35.7% vs 8.5%）。伊萨自由现金流更多（$70.3M vs $4.4M）。过去两年伊萨的营收复合增速更高（2.8% vs -2.7%）
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。
泰勒公司是一家私人控股的印刷与传播服务企业，1975年由商人格伦·泰勒创立，总部位于明尼苏达州北曼卡托。公司在全球范围内拥有超过90个运营网点，雇佣员工近万人，在美国数十个州及全球多个国家都开展印刷业务。
ESAB vs TAYD — 直观对比
营收规模更大
ESAB
是对方的62.7倍
$11.6M
营收增速更快
TAYD
高出27.2%
8.5%
净利率更高
TAYD
高出9.8%
7.5%
自由现金流更多
ESAB
多$65.9M
$4.4M
两年增速更快
ESAB
近两年复合增速
-2.7%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $727.8M | $11.6M |
| 净利润 | $54.8M | $2.0M |
| 毛利率 | 37.0% | 47.0% |
| 营业利润率 | 14.6% | 19.2% |
| 净利率 | 7.5% | 17.3% |
| 营收同比 | 8.5% | 35.7% |
| 净利润同比 | 2.1% | 90.2% |
| 每股收益（稀释后） | $0.90 | — |
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ESABTAYD
| Q4 25 | $727.8M | $11.6M | ||
| Q3 25 | $715.6M | $9.9M | ||
| Q2 25 | $678.1M | $15.6M | ||
| Q1 25 | — | $10.6M | ||
| Q4 24 | $670.8M | $8.5M | ||
| Q3 24 | $673.3M | $11.6M | ||
| Q2 24 | $707.1M | $12.1M | ||
| Q1 24 | $689.7M | $12.3M |
净利润ESABTAYD
| Q4 25 | $54.8M | $2.0M | ||
| Q3 25 | $66.9M | $2.2M | ||
| Q2 25 | $67.4M | $3.7M | ||
| Q1 25 | — | $2.0M | ||
| Q4 24 | $53.7M | $1.1M | ||
| Q3 24 | $68.2M | $2.7M | ||
| Q2 24 | $82.9M | $2.5M | ||
| Q1 24 | $60.0M | $2.7M |
毛利率ESABTAYD
| Q4 25 | 37.0% | 47.0% | ||
| Q3 25 | 37.2% | 44.8% | ||
| Q2 25 | 37.6% | 48.6% | ||
| Q1 25 | — | 42.9% | ||
| Q4 24 | 38.5% | 45.5% | ||
| Q3 24 | 37.7% | 47.4% | ||
| Q2 24 | 38.2% | 48.8% | ||
| Q1 24 | 37.0% | 46.9% |
营业利润率ESABTAYD
| Q4 25 | 14.6% | 19.2% | ||
| Q3 25 | 15.2% | 22.6% | ||
| Q2 25 | 16.2% | 24.2% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | 16.6% | 11.0% | ||
| Q3 24 | 15.7% | 25.0% | ||
| Q2 24 | 16.9% | 20.8% | ||
| Q1 24 | 16.0% | 24.4% |
净利率ESABTAYD
| Q4 25 | 7.5% | 17.3% | ||
| Q3 25 | 9.3% | 22.1% | ||
| Q2 25 | 9.9% | 23.7% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | 8.0% | 12.4% | ||
| Q3 24 | 10.1% | 23.0% | ||
| Q2 24 | 11.7% | 20.5% | ||
| Q1 24 | 8.7% | 22.0% |
每股收益（稀释后）ESABTAYD
| Q4 25 | $0.90 | — | ||
| Q3 25 | $1.09 | — | ||
| Q2 25 | $1.10 | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $1.11 | — | ||
| Q2 24 | $1.35 | — | ||
| Q1 24 | $0.98 | — |
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 | $40.7M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $2.1B | $67.1M |
| 总资产 | $4.9B | $72.8M |
| 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ESABTAYD
| Q4 25 | $218.2M | $40.7M | ||
| Q3 25 | $258.2M | $36.3M | ||
| Q2 25 | $291.3M | $36.0M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | $249.4M | $26.6M | ||
| Q3 24 | $253.7M | $27.1M | ||
| Q2 24 | $228.5M | $31.0M | ||
| Q1 24 | $76.5M | $24.6M |
总债务ESABTAYD
| 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ESABTAYD
| Q4 25 | $2.1B | $67.1M | ||
| Q3 25 | $2.1B | $64.3M | ||
| Q2 25 | $1.9B | $62.0M | ||
| Q1 25 | — | $57.8M | ||
| Q4 24 | $1.8B | $55.8M | ||
| Q3 24 | $1.8B | $53.9M | ||
| Q2 24 | $1.7B | $51.2M | ||
| Q1 24 | $1.6B | $47.8M |
总资产ESABTAYD
| Q4 25 | $4.9B | $72.8M | ||
| Q3 25 | $4.4B | $70.3M | ||
| Q2 25 | $4.2B | $71.6M | ||
| Q1 25 | — | $70.1M | ||
| Q4 24 | $4.0B | $62.9M | ||
| Q3 24 | $4.1B | $61.9M | ||
| Q2 24 | $4.0B | $63.1M | ||
| Q1 24 | $3.8B | $54.8M |
负债/权益比ESABTAYD
| 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 | $5.7M |
| 自由现金流经营现金流 - 资本支出 | $70.3M | $4.4M |
| 自由现金流率自由现金流/营收 | 9.7% | 38.3% |
| 资本支出强度资本支出/营收 | 1.5% | 11.3% |
| 现金转化率经营现金流/净利润 | 1.49× | 2.86× |
| 过去12个月自由现金流最近4个季度 | $238.0M | $14.1M |
8季度趋势，按日历期对齐
经营现金流ESABTAYD
| Q4 25 | $81.5M | $5.7M | ||
| Q3 25 | $46.6M | $483.6K | ||
| Q2 25 | $35.4M | $1.9M | ||
| Q1 25 | — | $9.0M | ||
| Q4 24 | $126.9M | $103.1K | ||
| Q3 24 | $101.0M | $-3.6M | ||
| Q2 24 | $83.0M | $6.5M | ||
| Q1 24 | $44.5M | $-685.0K |
自由现金流ESABTAYD
| Q4 25 | $70.3M | $4.4M | ||
| Q3 25 | $37.4M | $298.6K | ||
| Q2 25 | $28.1M | $491.3K | ||
| Q1 25 | — | $8.8M | ||
| Q4 24 | $102.2M | $-620.5K | ||
| Q3 24 | $90.4M | $-3.8M | ||
| Q2 24 | $74.0M | $6.1M | ||
| Q1 24 | $37.1M | $-895.5K |
自由现金流率ESABTAYD
| Q4 25 | 9.7% | 38.3% | ||
| Q3 25 | 5.2% | 3.0% | ||
| Q2 25 | 4.1% | 3.2% | ||
| Q1 25 | — | 83.6% | ||
| Q4 24 | 15.2% | -7.3% | ||
| Q3 24 | 13.4% | -33.0% | ||
| Q2 24 | 10.5% | 51.0% | ||
| Q1 24 | 5.4% | -7.3% |
资本支出强度ESABTAYD
| Q4 25 | 1.5% | 11.3% | ||
| Q3 25 | 1.3% | 1.9% | ||
| Q2 25 | 1.1% | 9.3% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | 3.7% | 8.5% | ||
| Q3 24 | 1.6% | 2.1% | ||
| Q2 24 | 1.3% | 3.3% | ||
| Q1 24 | 1.1% | 1.7% |
现金转化率ESABTAYD
| Q4 25 | 1.49× | 2.86× | ||
| Q3 25 | 0.70× | 0.22× | ||
| Q2 25 | 0.53× | 0.52× | ||
| Q1 25 | — | 4.51× | ||
| Q4 24 | 2.36× | 0.10× | ||
| Q3 24 | 1.48× | -1.35× | ||
| Q2 24 | 1.00× | 2.65× | ||
| Q1 24 | 0.74× | -0.25× |
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
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
TAYD
暂无分部数据
