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Element Solutions Inc（ESI）与劳瑞德教育集团（LAUR）财务数据对比。点击上方公司名可切换其他公司
Element Solutions Inc的季度营收约是劳瑞德教育集团的1.6倍（$840.0M vs $541.4M），劳瑞德教育集团净利率更高（31.7% vs 6.7%，领先25.0%），Element Solutions Inc同比增速更快（41.0% vs 27.9%），劳瑞德教育集团自由现金流更多（$26.4M vs $-74.2M），过去两年劳瑞德教育集团的营收复合增速更高（40.2% vs 17.1%）
Element Solutions Inc是一家总部位于美国的特种化学品生产企业，专注于特种化学品领域的生产运营，于纽约证券交易所挂牌上市，业务覆盖全球多个市场，为各行业客户提供专业的特种化学品产品及相关解决方案。
劳瑞德教育集团是总部位于美国佛罗里达州迈阿密的教育运营企业，旗下拥有并运营劳瑞德国际大学体系，在墨西哥、秘鲁设有多个校区，目前于纳斯达克证券交易所公开上市。
ESI vs LAUR — 直观对比
营收规模更大
ESI
是对方的1.6倍
$541.4M
营收增速更快
ESI
高出13.1%
27.9%
净利率更高
LAUR
高出25.0%
6.7%
自由现金流更多
LAUR
多$100.6M
$-74.2M
两年增速更快
LAUR
近两年复合增速
17.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $840.0M | $541.4M |
| 净利润 | $56.0M | $171.6M |
| 毛利率 | 38.4% | 35.8% |
| 营业利润率 | 13.3% | 33.2% |
| 净利率 | 6.7% | 31.7% |
| 营收同比 | 41.0% | 27.9% |
| 净利润同比 | -42.9% | 83.2% |
| 每股收益（稀释后） | $0.23 | $1.14 |
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ESILAUR
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $541.4M | ||
| Q3 25 | $656.1M | $400.2M | ||
| Q2 25 | $625.2M | $524.2M | ||
| Q1 25 | $593.7M | $236.2M | ||
| Q4 24 | $624.2M | $423.4M | ||
| Q3 24 | $645.0M | $368.6M | ||
| Q2 24 | $612.7M | $499.2M |
净利润ESILAUR
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $171.6M | ||
| Q3 25 | $39.3M | $34.5M | ||
| Q2 25 | $47.4M | $95.1M | ||
| Q1 25 | $98.0M | $-19.5M | ||
| Q4 24 | $54.7M | $93.6M | ||
| Q3 24 | $40.3M | $85.5M | ||
| Q2 24 | $93.2M | $128.1M |
毛利率ESILAUR
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 35.8% | ||
| Q3 25 | 42.2% | 20.9% | ||
| Q2 25 | 42.6% | 39.5% | ||
| Q1 25 | 42.2% | -0.9% | ||
| Q4 24 | 41.0% | 32.0% | ||
| Q3 24 | 41.5% | 22.4% | ||
| Q2 24 | 43.6% | 36.1% |
营业利润率ESILAUR
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 33.2% | ||
| Q3 25 | 15.4% | 17.9% | ||
| Q2 25 | 15.1% | 36.9% | ||
| Q1 25 | 13.0% | -5.6% | ||
| Q4 24 | 12.0% | 29.3% | ||
| Q3 24 | 14.7% | 19.5% | ||
| Q2 24 | 15.7% | 33.4% |
净利率ESILAUR
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 31.7% | ||
| Q3 25 | 6.0% | 8.6% | ||
| Q2 25 | 7.6% | 18.1% | ||
| Q1 25 | 16.5% | -8.3% | ||
| Q4 24 | 8.8% | 22.1% | ||
| Q3 24 | 6.2% | 23.2% | ||
| Q2 24 | 15.2% | 25.7% |
每股收益（稀释后）ESILAUR
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $1.14 | ||
| Q3 25 | $0.16 | $0.23 | ||
| Q2 25 | $0.20 | $0.65 | ||
| Q1 25 | $0.40 | $-0.13 | ||
| Q4 24 | $0.22 | $0.60 | ||
| Q3 24 | $0.17 | $0.56 | ||
| Q2 24 | $0.39 | $0.83 |
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 | $177.3M | $146.7M |
| 总债务越低越好 | — | $73.1M |
| 股东权益账面价值 | $2.7B | $1.2B |
| 总资产 | $5.7B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资ESILAUR
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $146.7M | ||
| Q3 25 | $594.3M | $241.0M | ||
| Q2 25 | $529.9M | $135.3M | ||
| Q1 25 | $499.2M | $109.8M | ||
| Q4 24 | $359.4M | $91.3M | ||
| Q3 24 | $376.0M | $134.4M | ||
| Q2 24 | $309.3M | $128.8M |
总债务ESILAUR
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $73.1M | ||
| Q3 25 | $1.6B | $70.6M | ||
| Q2 25 | $1.6B | $78.1M | ||
| Q1 25 | $1.6B | $91.0M | ||
| Q4 24 | $1.8B | $59.0M | ||
| Q3 24 | $1.9B | $129.8M | ||
| Q2 24 | $1.9B | $203.0M |
股东权益ESILAUR
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $1.2B | ||
| Q3 25 | $2.7B | $1.1B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.5B | $908.5M | ||
| Q4 24 | $2.4B | $959.5M | ||
| Q3 24 | $2.4B | $897.7M | ||
| Q2 24 | $2.4B | $918.0M |
总资产ESILAUR
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $2.2B | ||
| Q3 25 | $5.0B | $2.1B | ||
| Q2 25 | $5.0B | $2.0B | ||
| Q1 25 | $4.8B | $1.9B | ||
| Q4 24 | $4.9B | $1.9B | ||
| Q3 24 | $5.1B | $1.9B | ||
| Q2 24 | $5.0B | $2.1B |
负债/权益比ESILAUR
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 0.06× | ||
| Q3 25 | 0.61× | 0.06× | ||
| Q2 25 | 0.62× | 0.07× | ||
| Q1 25 | 0.64× | 0.10× | ||
| Q4 24 | 0.76× | 0.06× | ||
| Q3 24 | 0.78× | 0.14× | ||
| Q2 24 | 0.81× | 0.22× |
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 | — | $93.4M |
| 自由现金流经营现金流 - 资本支出 | $-74.2M | $26.4M |
| 自由现金流率自由现金流/营收 | -8.8% | 4.9% |
| 资本支出强度资本支出/营收 | 3.0% | 12.4% |
| 现金转化率经营现金流/净利润 | — | 0.54× |
| 过去12个月自由现金流最近4个季度 | — | $263.1M |
8季度趋势，按日历期对齐
经营现金流ESILAUR
| Q1 26 | — | — | ||
| Q4 25 | — | $93.4M | ||
| Q3 25 | $100.1M | $141.0M | ||
| Q2 25 | — | $74.1M | ||
| Q1 25 | $26.0M | $57.8M | ||
| Q4 24 | — | $40.7M | ||
| Q3 24 | $98.5M | $118.7M | ||
| Q2 24 | — | $40.2M |
自由现金流ESILAUR
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $26.4M | ||
| Q3 25 | $83.6M | $122.8M | ||
| Q2 25 | — | $60.8M | ||
| Q1 25 | $15.0M | $53.2M | ||
| Q4 24 | — | $3.4M | ||
| Q3 24 | $85.9M | $110.7M | ||
| Q2 24 | — | $29.5M |
自由现金流率ESILAUR
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | 12.7% | 30.7% | ||
| Q2 25 | — | 11.6% | ||
| Q1 25 | 2.5% | 22.5% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | 13.3% | 30.0% | ||
| Q2 24 | — | 5.9% |
资本支出强度ESILAUR
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 12.4% | ||
| Q3 25 | 2.5% | 4.5% | ||
| Q2 25 | 2.8% | 2.5% | ||
| Q1 25 | 1.9% | 2.0% | ||
| Q4 24 | 3.6% | 8.8% | ||
| Q3 24 | 2.0% | 2.2% | ||
| Q2 24 | 2.4% | 2.1% |
现金转化率ESILAUR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | 2.55× | 4.09× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | 2.44× | 1.39× | ||
| Q2 24 | — | 0.31× |
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
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
LAUR
| Mexico Segment | $275.9M | 51% |
| Peru Segment | $265.5M | 49% |
