vs
Fastenal（FAST）与希捷科技（STX）财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是Fastenal的1.4倍（$2.8B vs $2.0B），希捷科技净利率更高（21.0% vs 14.5%，领先6.5%），希捷科技同比增速更快（30.8% vs 3.5%），过去两年希捷科技的营收复合增速更高（30.7% vs 2.9%）
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。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
FAST vs STX — 直观对比
营收规模更大
STX
是对方的1.4倍
$2.0B
营收增速更快
STX
高出27.3%
3.5%
净利率更高
STX
高出6.5%
14.5%
两年增速更快
STX
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.8B |
| 净利润 | $293.9M | $593.0M |
| 毛利率 | 44.3% | 41.6% |
| 营业利润率 | 18.9% | 29.8% |
| 净利率 | 14.5% | 21.0% |
| 营收同比 | 3.5% | 30.8% |
| 净利润同比 | -1.6% | 74.4% |
| 每股收益（稀释后） | $-0.01 | $2.60 |
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FASTSTX
| Q1 26 | $2.0B | $2.8B | ||
| Q4 25 | $2.0B | $2.6B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.9B | $2.2B | ||
| Q2 24 | $1.9B | $1.9B |
净利润FASTSTX
| Q1 26 | $293.9M | $593.0M | ||
| Q4 25 | $293.9M | $549.0M | ||
| Q3 25 | $335.5M | — | ||
| Q2 25 | $330.3M | $488.0M | ||
| Q1 25 | $298.7M | $340.0M | ||
| Q4 24 | $262.1M | $336.0M | ||
| Q3 24 | $298.1M | $305.0M | ||
| Q2 24 | $292.7M | $513.0M |
毛利率FASTSTX
| Q1 26 | 44.3% | 41.6% | ||
| Q4 25 | 44.3% | 39.4% | ||
| Q3 25 | 45.3% | — | ||
| Q2 25 | 45.3% | 37.4% | ||
| Q1 25 | 45.1% | 35.2% | ||
| Q4 24 | 44.8% | 34.9% | ||
| Q3 24 | 44.9% | 32.9% | ||
| Q2 24 | 45.1% | 31.8% |
营业利润率FASTSTX
| Q1 26 | 18.9% | 29.8% | ||
| Q4 25 | 18.9% | 26.4% | ||
| Q3 25 | 20.7% | — | ||
| Q2 25 | 21.0% | 23.2% | ||
| Q1 25 | 20.1% | 20.0% | ||
| Q4 24 | 18.9% | 21.0% | ||
| Q3 24 | 20.3% | 18.6% | ||
| Q2 24 | 20.2% | 16.6% |
净利率FASTSTX
| Q1 26 | 14.5% | 21.0% | ||
| Q4 25 | 14.5% | 20.9% | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 15.9% | 20.0% | ||
| Q1 25 | 15.2% | 15.7% | ||
| Q4 24 | 14.4% | 14.5% | ||
| Q3 24 | 15.6% | 14.1% | ||
| Q2 24 | 15.3% | 27.2% |
每股收益（稀释后）FASTSTX
| Q1 26 | $-0.01 | $2.60 | ||
| Q4 25 | $-0.01 | $2.43 | ||
| Q3 25 | $0.29 | — | ||
| Q2 25 | $0.29 | $2.24 | ||
| Q1 25 | $0.52 | $1.57 | ||
| Q4 24 | $0.45 | $1.55 | ||
| Q3 24 | $0.52 | $1.41 | ||
| Q2 24 | $0.51 | $2.43 |
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 | $1.0B |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | $459.0M |
| 总资产 | $5.1B | $8.7B |
| 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FASTSTX
| Q1 26 | $276.8M | $1.0B | ||
| Q4 25 | $276.8M | $1.1B | ||
| Q3 25 | $288.1M | — | ||
| Q2 25 | $237.8M | $891.0M | ||
| Q1 25 | $231.8M | $814.0M | ||
| Q4 24 | $255.8M | $1.2B | ||
| Q3 24 | $292.2M | $1.2B | ||
| Q2 24 | $255.5M | $1.4B |
总债务FASTSTX
| 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FASTSTX
| Q1 26 | $3.9B | $459.0M | ||
| Q4 25 | $3.9B | $-63.0M | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $3.8B | $-453.0M | ||
| Q1 25 | $3.7B | $-829.0M | ||
| Q4 24 | $3.6B | $-1.1B | ||
| Q3 24 | $3.6B | $-1.3B | ||
| Q2 24 | $3.5B | $-1.5B |
总资产FASTSTX
| Q1 26 | $5.1B | $8.7B | ||
| Q4 25 | $5.1B | $8.4B | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.0B | $8.0B | ||
| Q1 25 | $4.9B | $7.6B | ||
| Q4 24 | $4.7B | $8.0B | ||
| Q3 24 | $4.7B | $8.0B | ||
| Q2 24 | $4.6B | $7.7B |
负债/权益比FASTSTX
| 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FASTSTX
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $532.0M | ||
| Q3 25 | $386.9M | — | ||
| Q2 25 | $278.6M | $508.0M | ||
| Q1 25 | $262.2M | $259.0M | ||
| Q4 24 | $282.8M | $221.0M | ||
| Q3 24 | $296.9M | $95.0M | ||
| Q2 24 | $258.0M | $434.0M |
自由现金流FASTSTX
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | $427.0M | ||
| Q3 25 | $326.6M | — | ||
| Q2 25 | $209.3M | $425.0M | ||
| Q1 25 | $206.5M | $216.0M | ||
| Q4 24 | $222.6M | $150.0M | ||
| Q3 24 | $237.5M | $27.0M | ||
| Q2 24 | $201.9M | $380.0M |
自由现金流率FASTSTX
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 16.2% | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 10.1% | 17.4% | ||
| Q1 25 | 10.5% | 10.0% | ||
| Q4 24 | 12.2% | 6.5% | ||
| Q3 24 | 12.4% | 1.2% | ||
| Q2 24 | 10.5% | 20.1% |
资本支出强度FASTSTX
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | 4.0% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.3% | 3.4% | ||
| Q1 25 | 2.8% | 2.0% | ||
| Q4 24 | 3.3% | 3.1% | ||
| Q3 24 | 3.1% | 3.1% | ||
| Q2 24 | 2.9% | 2.9% |
现金转化率FASTSTX
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 0.97× | ||
| Q3 25 | 1.15× | — | ||
| Q2 25 | 0.84× | 1.04× | ||
| Q1 25 | 0.88× | 0.76× | ||
| Q4 24 | 1.08× | 0.66× | ||
| Q3 24 | 1.00× | 0.31× | ||
| Q2 24 | 0.88× | 0.85× |
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% |
STX
| OE Ms | $2.3B | 81% |
| Distributors | $335.0M | 12% |
| Retail | $188.0M | 7% |
