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First American Financial Corp(FAF)与NEWELL BRANDS INC.(NWL)财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是NEWELL BRANDS INC.的1.1倍($2.0B vs $1.9B),First American Financial Corp净利率更高(10.3% vs -16.6%,领先26.9%),First American Financial Corp同比增速更快(21.6% vs -2.7%),First American Financial Corp自由现金流更多($324.5M vs $91.0M),过去两年First American Financial Corp的营收复合增速更高(19.9% vs 7.1%)
第一美国金融公司是美国知名金融服务企业,主要面向房地产及抵押贷款行业开展业务,核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务,在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
纽威品牌公司(Newell Brands)是美国知名消费品与商用产品集团,旗下拥有多个广受欢迎的品牌,涵盖乐柏美(Rubbermaid)收纳及废弃物处理容器、家居收纳与可重复使用容器,Contigo、Bubba运动水杯,Coleman户外用品,文具胶水、儿童用品、炊具、小家电以及香氛产品等多元品类,覆盖日常生活多场景需求。
FAF vs NWL — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $1.9B |
| 净利润 | $211.9M | $-315.0M |
| 毛利率 | — | 33.1% |
| 营业利润率 | 14.0% | -14.3% |
| 净利率 | 10.3% | -16.6% |
| 营收同比 | 21.6% | -2.7% |
| 净利润同比 | 192.7% | -483.3% |
| 每股收益(稀释后) | $2.04 | $-0.75 |
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
| Q4 25 | $2.0B | $1.9B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $1.8B | $1.9B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.4B | $1.7B |
| Q4 25 | $211.9M | $-315.0M | ||
| Q3 25 | $189.6M | $21.0M | ||
| Q2 25 | $146.1M | $46.0M | ||
| Q1 25 | $74.2M | $-37.0M | ||
| Q4 24 | $72.4M | $-54.0M | ||
| Q3 24 | $-104.0M | $-198.0M | ||
| Q2 24 | $116.0M | $45.0M | ||
| Q1 24 | $46.7M | $-9.0M |
| Q4 25 | — | 33.1% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 35.4% | ||
| Q1 25 | — | 32.1% | ||
| Q4 24 | — | 34.2% | ||
| Q3 24 | — | 34.9% | ||
| Q2 24 | — | 34.4% | ||
| Q1 24 | — | 30.5% |
| Q4 25 | 14.0% | -14.3% | ||
| Q3 25 | 12.5% | 6.6% | ||
| Q2 25 | 10.6% | 8.8% | ||
| Q1 25 | 6.1% | 1.3% | ||
| Q4 24 | 5.9% | 0.5% | ||
| Q3 24 | -10.3% | -6.2% | ||
| Q2 24 | 9.4% | 8.0% | ||
| Q1 24 | 4.1% | 1.0% |
| Q4 25 | 10.3% | -16.6% | ||
| Q3 25 | 9.6% | 1.2% | ||
| Q2 25 | 7.9% | 2.4% | ||
| Q1 25 | 4.7% | -2.4% | ||
| Q4 24 | 4.3% | -2.8% | ||
| Q3 24 | -7.4% | -10.2% | ||
| Q2 24 | 7.2% | 2.2% | ||
| Q1 24 | 3.3% | -0.5% |
| Q4 25 | $2.04 | $-0.75 | ||
| Q3 25 | $1.84 | $0.05 | ||
| Q2 25 | $1.41 | $0.11 | ||
| Q1 25 | $0.71 | $-0.09 | ||
| Q4 24 | $0.70 | $-0.13 | ||
| Q3 24 | $-1.00 | $-0.48 | ||
| Q2 24 | $1.11 | $0.11 | ||
| Q1 24 | $0.45 | $-0.02 |
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 | $1.4B | $203.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.5B | $2.4B |
| 总资产 | $16.2B | $10.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
| Q4 25 | $1.4B | $203.0M | ||
| Q3 25 | $2.9B | $229.0M | ||
| Q2 25 | $2.0B | $219.0M | ||
| Q1 25 | $2.0B | $233.0M | ||
| Q4 24 | $1.7B | $198.0M | ||
| Q3 24 | $3.0B | $494.0M | ||
| Q2 24 | $2.0B | $382.0M | ||
| Q1 24 | $1.5B | $372.0M |
| Q4 25 | $5.5B | $2.4B | ||
| Q3 25 | $5.3B | $2.7B | ||
| Q2 25 | $5.1B | $2.7B | ||
| Q1 25 | $5.0B | $2.7B | ||
| Q4 24 | $4.9B | $2.8B | ||
| Q3 24 | $5.1B | $2.9B | ||
| Q2 24 | $4.8B | $3.1B | ||
| Q1 24 | $4.8B | $3.1B |
| Q4 25 | $16.2B | $10.7B | ||
| Q3 25 | $17.6B | $11.3B | ||
| Q2 25 | $16.3B | $11.5B | ||
| Q1 25 | $15.5B | $11.3B | ||
| Q4 24 | $14.9B | $11.0B | ||
| Q3 24 | $16.6B | $11.8B | ||
| Q2 24 | $15.2B | $12.0B | ||
| Q1 24 | $14.7B | $12.1B |
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 | $369.3M | $161.0M |
| 自由现金流经营现金流 - 资本支出 | $324.5M | $91.0M |
| 自由现金流率自由现金流/营收 | 15.8% | 4.8% |
| 资本支出强度资本支出/营收 | 2.2% | 3.7% |
| 现金转化率经营现金流/净利润 | 1.74× | — |
| 过去12个月自由现金流最近4个季度 | $762.5M | $17.0M |
8季度趋势,按日历期对齐
| Q4 25 | $369.3M | $161.0M | ||
| Q3 25 | $272.5M | $374.0M | ||
| Q2 25 | $361.8M | $-58.0M | ||
| Q1 25 | $-52.8M | $-213.0M | ||
| Q4 24 | $324.6M | $150.0M | ||
| Q3 24 | $236.9M | $282.0M | ||
| Q2 24 | $266.7M | $32.0M | ||
| Q1 24 | $69.3M | $32.0M |
| Q4 25 | $324.5M | $91.0M | ||
| Q3 25 | $223.1M | $315.0M | ||
| Q2 25 | $309.4M | $-117.0M | ||
| Q1 25 | $-94.5M | $-272.0M | ||
| Q4 24 | $266.2M | $54.0M | ||
| Q3 24 | $185.4M | $231.0M | ||
| Q2 24 | $210.0M | $-21.0M | ||
| Q1 24 | $17.6M | $-27.0M |
| Q4 25 | 15.8% | 4.8% | ||
| Q3 25 | 11.3% | 17.4% | ||
| Q2 25 | 16.8% | -6.0% | ||
| Q1 25 | -6.0% | -17.4% | ||
| Q4 24 | 15.8% | 2.8% | ||
| Q3 24 | 13.2% | 11.9% | ||
| Q2 24 | 13.0% | -1.0% | ||
| Q1 24 | 1.2% | -1.6% |
| Q4 25 | 2.2% | 3.7% | ||
| Q3 25 | 2.5% | 3.3% | ||
| Q2 25 | 2.8% | 3.0% | ||
| Q1 25 | 2.6% | 3.8% | ||
| Q4 24 | 3.5% | 4.9% | ||
| Q3 24 | 3.7% | 2.6% | ||
| Q2 24 | 3.5% | 2.6% | ||
| Q1 24 | 3.6% | 3.6% |
| Q4 25 | 1.74× | — | ||
| Q3 25 | 1.44× | 17.81× | ||
| Q2 25 | 2.48× | -1.26× | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | 4.48× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.30× | 0.71× | ||
| Q1 24 | 1.48× | — |
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
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |