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伊萨（ESAB）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是伊萨的1.1倍（$814.9M vs $745.6M），Ubiquiti Inc.净利率更高（28.7% vs 6.6%，领先22.1%），Ubiquiti Inc.同比增速更快（35.8% vs 9.9%），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% 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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
ESAB vs UI — 直观对比
营收规模更大
UI
是对方的1.1倍
$745.6M
营收增速更快
UI
高出25.9%
9.9%
净利率更高
UI
高出22.1%
6.6%
两年增速更快
UI
近两年复合增速
4.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $814.9M |
| 净利润 | $49.2M | $233.6M |
| 毛利率 | 36.9% | 45.9% |
| 营业利润率 | 12.1% | 35.9% |
| 净利率 | 6.6% | 28.7% |
| 营收同比 | 9.9% | 35.8% |
| 净利润同比 | -29.3% | 70.8% |
| 每股收益（稀释后） | $0.78 | $3.86 |
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ESABUI
| Q1 26 | $745.6M | — | ||
| Q4 25 | $727.8M | $814.9M | ||
| Q3 25 | $715.6M | $733.8M | ||
| Q2 25 | $678.1M | $759.2M | ||
| Q1 25 | — | $664.2M | ||
| Q4 24 | $670.8M | $599.9M | ||
| Q3 24 | $673.3M | $550.3M | ||
| Q2 24 | $707.1M | $507.5M |
净利润ESABUI
| Q1 26 | $49.2M | — | ||
| Q4 25 | $54.8M | $233.6M | ||
| Q3 25 | $66.9M | $207.9M | ||
| Q2 25 | $67.4M | $266.7M | ||
| Q1 25 | — | $180.4M | ||
| Q4 24 | $53.7M | $136.8M | ||
| Q3 24 | $68.2M | $128.0M | ||
| Q2 24 | $82.9M | $103.8M |
毛利率ESABUI
| Q1 26 | 36.9% | — | ||
| Q4 25 | 37.0% | 45.9% | ||
| Q3 25 | 37.2% | 46.0% | ||
| Q2 25 | 37.6% | 45.1% | ||
| Q1 25 | — | 44.5% | ||
| Q4 24 | 38.5% | 41.2% | ||
| Q3 24 | 37.7% | 42.1% | ||
| Q2 24 | 38.2% | 40.2% |
营业利润率ESABUI
| Q1 26 | 12.1% | — | ||
| Q4 25 | 14.6% | 35.9% | ||
| Q3 25 | 15.2% | 35.7% | ||
| Q2 25 | 16.2% | 34.4% | ||
| Q1 25 | — | 34.2% | ||
| Q4 24 | 16.6% | 29.8% | ||
| Q3 24 | 15.7% | 30.7% | ||
| Q2 24 | 16.9% | 27.3% |
净利率ESABUI
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.5% | 28.7% | ||
| Q3 25 | 9.3% | 28.3% | ||
| Q2 25 | 9.9% | 35.1% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | 8.0% | 22.8% | ||
| Q3 24 | 10.1% | 23.3% | ||
| Q2 24 | 11.7% | 20.5% |
每股收益（稀释后）ESABUI
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.90 | $3.86 | ||
| Q3 25 | $1.09 | $3.43 | ||
| Q2 25 | $1.10 | $4.40 | ||
| Q1 25 | — | $2.98 | ||
| Q4 24 | $0.87 | $2.26 | ||
| Q3 24 | $1.11 | $2.12 | ||
| Q2 24 | $1.35 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | $2.0B | $47.5M |
| 股东权益账面价值 | $2.2B | $1.0B |
| 总资产 | $5.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.91× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资ESABUI
| Q1 26 | $1.0B | — | ||
| Q4 25 | $218.2M | $302.8M | ||
| Q3 25 | $258.2M | $177.2M | ||
| Q2 25 | $291.3M | $149.7M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | $249.4M | $133.1M | ||
| Q3 24 | $253.7M | $165.2M | ||
| Q2 24 | $228.5M | $126.3M |
总债务ESABUI
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.3B | $47.5M | ||
| Q3 25 | $1.1B | $133.8M | ||
| Q2 25 | $1.1B | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | $1.1B | $406.3M | ||
| Q3 24 | $1.1B | $552.5M | ||
| Q2 24 | $1.1B | $708.1M |
股东权益ESABUI
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.0B | ||
| Q3 25 | $2.1B | $828.4M | ||
| Q2 25 | $1.9B | $668.3M | ||
| Q1 25 | — | $436.1M | ||
| Q4 24 | $1.8B | $290.4M | ||
| Q3 24 | $1.8B | $188.1M | ||
| Q2 24 | $1.7B | $95.1M |
总资产ESABUI
| Q1 26 | $5.6B | — | ||
| Q4 25 | $4.9B | $1.6B | ||
| Q3 25 | $4.4B | $1.5B | ||
| Q2 25 | $4.2B | $1.5B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $4.0B | $1.2B | ||
| Q3 24 | $4.1B | $1.2B | ||
| Q2 24 | $4.0B | $1.2B |
负债/权益比ESABUI
| Q1 26 | 0.91× | — | ||
| Q4 25 | 0.63× | 0.05× | ||
| Q3 25 | 0.51× | 0.16× | ||
| Q2 25 | 0.55× | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.60× | 1.40× | ||
| Q3 24 | 0.59× | 2.94× | ||
| Q2 24 | 0.63× | 7.45× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | — | $260.3M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 0.95× | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $699.5M |
8季度趋势，按日历期对齐
经营现金流ESABUI
| Q1 26 | $46.9M | — | ||
| Q4 25 | $81.5M | $263.9M | ||
| Q3 25 | $46.6M | $198.5M | ||
| Q2 25 | $35.4M | $130.4M | ||
| Q1 25 | — | $123.6M | ||
| Q4 24 | $126.9M | $152.4M | ||
| Q3 24 | $101.0M | $233.7M | ||
| Q2 24 | $83.0M | $231.4M |
自由现金流ESABUI
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $260.3M | ||
| Q3 25 | $37.4M | $193.3M | ||
| Q2 25 | $28.1M | $125.2M | ||
| Q1 25 | — | $120.7M | ||
| Q4 24 | $102.2M | $150.4M | ||
| Q3 24 | $90.4M | $231.1M | ||
| Q2 24 | $74.0M | $229.5M |
自由现金流率ESABUI
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 31.9% | ||
| Q3 25 | 5.2% | 26.3% | ||
| Q2 25 | 4.1% | 16.5% | ||
| Q1 25 | — | 18.2% | ||
| Q4 24 | 15.2% | 25.1% | ||
| Q3 24 | 13.4% | 42.0% | ||
| Q2 24 | 10.5% | 45.2% |
资本支出强度ESABUI
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.4% | ||
| Q3 25 | 1.3% | 0.7% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | 3.7% | 0.3% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 1.3% | 0.4% |
现金转化率ESABUI
| Q1 26 | 0.95× | — | ||
| Q4 25 | 1.49× | 1.13× | ||
| Q3 25 | 0.70× | 0.95× | ||
| Q2 25 | 0.53× | 0.49× | ||
| Q1 25 | — | 0.68× | ||
| Q4 24 | 2.36× | 1.11× | ||
| Q3 24 | 1.48× | 1.83× | ||
| Q2 24 | 1.00× | 2.23× |
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
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
