vs
Fastenal（FAST）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Fastenal的1.9倍（$3.9B vs $2.0B），Fastenal净利率更高（14.5% vs 14.1%，领先0.4%），Raymond James Financial同比增速更快（13.0% vs 3.5%），过去两年Fastenal的营收复合增速更高（2.9% vs 1.3%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
FAST vs RJF — 直观对比
营收规模更大
RJF
是对方的1.9倍
$2.0B
营收增速更快
RJF
高出9.5%
3.5%
净利率更高
FAST
高出0.4%
14.1%
两年增速更快
FAST
近两年复合增速
1.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.9B |
| 净利润 | $293.9M | $544.0M |
| 毛利率 | 44.3% | — |
| 营业利润率 | 18.9% | — |
| 净利率 | 14.5% | 14.1% |
| 营收同比 | 3.5% | 13.0% |
| 净利润同比 | -1.6% | 10.0% |
| 每股收益（稀释后） | $-0.01 | $2.83 |
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FASTRJF
| Q1 26 | $2.0B | $3.9B | ||
| Q4 25 | $2.0B | $4.2B | ||
| Q3 25 | $2.1B | $4.2B | ||
| Q2 25 | $2.1B | $3.8B | ||
| Q1 25 | $2.0B | $3.8B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.9B | $4.0B | ||
| Q2 24 | $1.9B | $3.8B |
净利润FASTRJF
| Q1 26 | $293.9M | $544.0M | ||
| Q4 25 | $293.9M | $563.0M | ||
| Q3 25 | $335.5M | $604.0M | ||
| Q2 25 | $330.3M | $436.0M | ||
| Q1 25 | $298.7M | $495.0M | ||
| Q4 24 | $262.1M | $600.0M | ||
| Q3 24 | $298.1M | $602.0M | ||
| Q2 24 | $292.7M | $492.0M |
毛利率FASTRJF
| Q1 26 | 44.3% | — | ||
| Q4 25 | 44.3% | — | ||
| Q3 25 | 45.3% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.1% | — | ||
| Q4 24 | 44.8% | — | ||
| Q3 24 | 44.9% | — | ||
| Q2 24 | 45.1% | — |
营业利润率FASTRJF
| Q1 26 | 18.9% | — | ||
| Q4 25 | 18.9% | — | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | 21.0% | 14.7% | ||
| Q1 25 | 20.1% | 17.5% | ||
| Q4 24 | 18.9% | 18.6% | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 20.2% | 17.1% |
净利率FASTRJF
| Q1 26 | 14.5% | 14.1% | ||
| Q4 25 | 14.5% | 13.5% | ||
| Q3 25 | 15.7% | 14.4% | ||
| Q2 25 | 15.9% | 11.3% | ||
| Q1 25 | 15.2% | 12.9% | ||
| Q4 24 | 14.4% | 14.9% | ||
| Q3 24 | 15.6% | 15.0% | ||
| Q2 24 | 15.3% | 13.1% |
每股收益（稀释后）FASTRJF
| Q1 26 | $-0.01 | $2.83 | ||
| Q4 25 | $-0.01 | $2.79 | ||
| Q3 25 | $0.29 | $2.96 | ||
| Q2 25 | $0.29 | $2.12 | ||
| Q1 25 | $0.52 | $2.36 | ||
| Q4 24 | $0.45 | $2.86 | ||
| Q3 24 | $0.52 | $2.85 | ||
| Q2 24 | $0.51 | $2.31 |
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 | $5.4B |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | $52.0M |
| 总资产 | $5.1B | $91.9B |
| 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FASTRJF
| Q1 26 | $276.8M | $5.4B | ||
| Q4 25 | $276.8M | $9.9B | ||
| Q3 25 | $288.1M | $11.4B | ||
| Q2 25 | $237.8M | $9.2B | ||
| Q1 25 | $231.8M | $9.7B | ||
| Q4 24 | $255.8M | $10.0B | ||
| Q3 24 | $292.2M | $11.0B | ||
| Q2 24 | $255.5M | $9.1B |
总债务FASTRJF
| Q1 26 | $125.0M | — | ||
| Q4 25 | $125.0M | — | ||
| Q3 25 | $195.0M | — | ||
| Q2 25 | $230.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $240.0M | — | ||
| Q2 24 | $235.0M | — |
股东权益FASTRJF
| Q1 26 | $3.9B | $52.0M | ||
| Q4 25 | $3.9B | $12.6B | ||
| Q3 25 | $3.9B | $12.5B | ||
| Q2 25 | $3.8B | $12.3B | ||
| Q1 25 | $3.7B | $12.2B | ||
| Q4 24 | $3.6B | $11.9B | ||
| Q3 24 | $3.6B | $11.7B | ||
| Q2 24 | $3.5B | $11.2B |
总资产FASTRJF
| Q1 26 | $5.1B | $91.9B | ||
| Q4 25 | $5.1B | $88.8B | ||
| Q3 25 | $5.1B | $88.2B | ||
| Q2 25 | $5.0B | $84.8B | ||
| Q1 25 | $4.9B | $83.1B | ||
| Q4 24 | $4.7B | $82.3B | ||
| Q3 24 | $4.7B | $83.0B | ||
| Q2 24 | $4.6B | $80.6B |
负债/权益比FASTRJF
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.03× | — | ||
| Q3 25 | 0.05× | — | ||
| Q2 25 | 0.06× | — | ||
| Q1 25 | 0.05× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.07× | — | ||
| Q2 24 | 0.07× | — |
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FASTRJF
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $-10.0M | ||
| Q3 25 | $386.9M | $796.0M | ||
| Q2 25 | $278.6M | $691.0M | ||
| Q1 25 | $262.2M | $117.0M | ||
| Q4 24 | $282.8M | $830.0M | ||
| Q3 24 | $296.9M | $510.0M | ||
| Q2 24 | $258.0M | $711.0M |
自由现金流FASTRJF
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | $-56.0M | ||
| Q3 25 | $326.6M | $752.0M | ||
| Q2 25 | $209.3M | $634.0M | ||
| Q1 25 | $206.5M | $71.0M | ||
| Q4 24 | $222.6M | $789.0M | ||
| Q3 24 | $237.5M | $460.0M | ||
| Q2 24 | $201.9M | $655.0M |
自由现金流率FASTRJF
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | -1.3% | ||
| Q3 25 | 15.3% | 17.9% | ||
| Q2 25 | 10.1% | 16.5% | ||
| Q1 25 | 10.5% | 1.8% | ||
| Q4 24 | 12.2% | 19.6% | ||
| Q3 24 | 12.4% | 11.5% | ||
| Q2 24 | 10.5% | 17.4% |
资本支出强度FASTRJF
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | 1.1% | ||
| Q3 25 | 2.8% | 1.1% | ||
| Q2 25 | 3.3% | 1.5% | ||
| Q1 25 | 2.8% | 1.2% | ||
| Q4 24 | 3.3% | 1.0% | ||
| Q3 24 | 3.1% | 1.2% | ||
| Q2 24 | 2.9% | 1.5% |
现金转化率FASTRJF
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | -0.02× | ||
| Q3 25 | 1.15× | 1.32× | ||
| Q2 25 | 0.84× | 1.58× | ||
| Q1 25 | 0.88× | 0.24× | ||
| Q4 24 | 1.08× | 1.38× | ||
| Q3 24 | 1.00× | 0.85× | ||
| Q2 24 | 0.88× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
