vs
Fastenal（FAST）与欧加隆（OGN）财务数据对比。点击上方公司名可切换其他公司
Fastenal的季度营收约是欧加隆的1.4倍（$2.0B vs $1.5B），Fastenal净利率更高（14.5% vs 10.0%，领先4.5%），Fastenal同比增速更快（3.5% vs -3.5%），过去两年Fastenal的营收复合增速更高（2.9% vs -4.7%）
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
欧加隆是一家总部位于美国新泽西州泽西城的制药企业，核心业务覆盖生殖医学、避孕、精神科、激素替代疗法及麻醉领域的药物研发与生产。公司所有产品均在美国境外生产，同时美国市场贡献了其三分之一的营收。
FAST vs OGN — 直观对比
营收规模更大
FAST
是对方的1.4倍
$1.5B
营收增速更快
FAST
高出7.0%
-3.5%
净利率更高
FAST
高出4.5%
10.0%
两年增速更快
FAST
近两年复合增速
-4.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.5B |
| 净利润 | $293.9M | $146.0M |
| 毛利率 | 44.3% | 53.6% |
| 营业利润率 | 18.9% | — |
| 净利率 | 14.5% | 10.0% |
| 营收同比 | 3.5% | -3.5% |
| 净利润同比 | -1.6% | 67.8% |
| 每股收益（稀释后） | $-0.01 | $0.55 |
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FASTOGN
| Q1 26 | $2.0B | $1.5B | ||
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $1.8B | $1.6B | ||
| Q3 24 | $1.9B | $1.6B | ||
| Q2 24 | $1.9B | $1.6B |
净利润FASTOGN
| Q1 26 | $293.9M | $146.0M | ||
| Q4 25 | $293.9M | $-205.0M | ||
| Q3 25 | $335.5M | $160.0M | ||
| Q2 25 | $330.3M | $145.0M | ||
| Q1 25 | $298.7M | $87.0M | ||
| Q4 24 | $262.1M | $109.0M | ||
| Q3 24 | $298.1M | $359.0M | ||
| Q2 24 | $292.7M | $195.0M |
毛利率FASTOGN
| Q1 26 | 44.3% | 53.6% | ||
| Q4 25 | 44.3% | 49.2% | ||
| Q3 25 | 45.3% | 53.5% | ||
| Q2 25 | 45.3% | 54.8% | ||
| Q1 25 | 45.1% | 55.6% | ||
| Q4 24 | 44.8% | 56.3% | ||
| Q3 24 | 44.9% | 58.3% | ||
| Q2 24 | 45.1% | 58.4% |
营业利润率FASTOGN
| Q1 26 | 18.9% | — | ||
| Q4 25 | 18.9% | -9.8% | ||
| Q3 25 | 20.7% | 15.2% | ||
| Q2 25 | 21.0% | 14.4% | ||
| Q1 25 | 20.1% | 6.7% | ||
| Q4 24 | 18.9% | 8.1% | ||
| Q3 24 | 20.3% | 13.1% | ||
| Q2 24 | 20.2% | 14.6% |
净利率FASTOGN
| Q1 26 | 14.5% | 10.0% | ||
| Q4 25 | 14.5% | -13.6% | ||
| Q3 25 | 15.7% | 10.0% | ||
| Q2 25 | 15.9% | 9.1% | ||
| Q1 25 | 15.2% | 5.8% | ||
| Q4 24 | 14.4% | 6.8% | ||
| Q3 24 | 15.6% | 22.7% | ||
| Q2 24 | 15.3% | 12.1% |
每股收益（稀释后）FASTOGN
| Q1 26 | $-0.01 | $0.55 | ||
| Q4 25 | $-0.01 | $-0.78 | ||
| Q3 25 | $0.29 | $0.61 | ||
| Q2 25 | $0.29 | $0.56 | ||
| Q1 25 | $0.52 | $0.33 | ||
| Q4 24 | $0.45 | $0.42 | ||
| Q3 24 | $0.52 | $1.38 | ||
| Q2 24 | $0.51 | $0.75 |
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 | $276.8M | — |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | — |
| 总资产 | $5.1B | — |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资FASTOGN
| Q1 26 | $276.8M | — | ||
| Q4 25 | $276.8M | $574.0M | ||
| Q3 25 | $288.1M | $672.0M | ||
| Q2 25 | $237.8M | $599.0M | ||
| Q1 25 | $231.8M | $547.0M | ||
| Q4 24 | $255.8M | $675.0M | ||
| Q3 24 | $292.2M | $763.0M | ||
| Q2 24 | $255.5M | $704.0M |
总债务FASTOGN
| Q1 26 | $125.0M | — | ||
| Q4 25 | $125.0M | $8.6B | ||
| Q3 25 | $195.0M | $8.8B | ||
| Q2 25 | $230.0M | $8.9B | ||
| Q1 25 | $200.0M | $9.0B | ||
| Q4 24 | $200.0M | $8.9B | ||
| Q3 24 | $240.0M | $8.7B | ||
| Q2 24 | $235.0M | $8.7B |
股东权益FASTOGN
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.9B | $752.0M | ||
| Q3 25 | $3.9B | $906.0M | ||
| Q2 25 | $3.8B | $733.0M | ||
| Q1 25 | $3.7B | $542.0M | ||
| Q4 24 | $3.6B | $472.0M | ||
| Q3 24 | $3.6B | $493.0M | ||
| Q2 24 | $3.5B | $144.0M |
总资产FASTOGN
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.1B | $12.9B | ||
| Q3 25 | $5.1B | $13.6B | ||
| Q2 25 | $5.0B | $13.5B | ||
| Q1 25 | $4.9B | $13.2B | ||
| Q4 24 | $4.7B | $13.1B | ||
| Q3 24 | $4.7B | $12.8B | ||
| Q2 24 | $4.6B | $12.2B |
负债/权益比FASTOGN
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.03× | 11.49× | ||
| Q3 25 | 0.05× | 9.74× | ||
| Q2 25 | 0.06× | 12.14× | ||
| Q1 25 | 0.05× | 16.52× | ||
| Q4 24 | 0.06× | 18.81× | ||
| Q3 24 | 0.07× | 17.75× | ||
| Q2 24 | 0.07× | 60.11× |
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 | $368.2M | — |
| 自由现金流经营现金流 - 资本支出 | $308.2M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流FASTOGN
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $141.0M | ||
| Q3 25 | $386.9M | $264.0M | ||
| Q2 25 | $278.6M | $220.0M | ||
| Q1 25 | $262.2M | $75.0M | ||
| Q4 24 | $282.8M | $390.0M | ||
| Q3 24 | $296.9M | $141.0M | ||
| Q2 24 | $258.0M | $332.0M |
自由现金流FASTOGN
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | $96.0M | ||
| Q3 25 | $326.6M | $218.0M | ||
| Q2 25 | $209.3M | $181.0M | ||
| Q1 25 | $206.5M | $43.0M | ||
| Q4 24 | $222.6M | $335.0M | ||
| Q3 24 | $237.5M | $99.0M | ||
| Q2 24 | $201.9M | $300.0M |
自由现金流率FASTOGN
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 6.4% | ||
| Q3 25 | 15.3% | 13.6% | ||
| Q2 25 | 10.1% | 11.4% | ||
| Q1 25 | 10.5% | 2.8% | ||
| Q4 24 | 12.2% | 21.0% | ||
| Q3 24 | 12.4% | 6.3% | ||
| Q2 24 | 10.5% | 18.7% |
资本支出强度FASTOGN
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | 3.0% | ||
| Q3 25 | 2.8% | 2.9% | ||
| Q2 25 | 3.3% | 2.4% | ||
| Q1 25 | 2.8% | 2.1% | ||
| Q4 24 | 3.3% | 3.5% | ||
| Q3 24 | 3.1% | 2.7% | ||
| Q2 24 | 2.9% | 2.0% |
现金转化率FASTOGN
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 1.15× | 1.65× | ||
| Q2 25 | 0.84× | 1.52× | ||
| Q1 25 | 0.88× | 0.86× | ||
| Q4 24 | 1.08× | 3.58× | ||
| Q3 24 | 1.00× | 0.39× | ||
| Q2 24 | 0.88× | 1.70× |
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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
OGN
| Established Brands | $880.0M | 60% |
| Women’s Health | $389.0M | 27% |
| Biosimilars | $173.0M | 12% |
