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Fastenal（FAST）与维谛技术（VRT）财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是Fastenal的1.3倍（$2.6B vs $2.0B），维谛技术净利率更高（14.7% vs 14.5%，领先0.2%），维谛技术同比增速更快（30.1% vs 3.5%），维谛技术自由现金流更多（$652.8M vs $308.2M），过去两年维谛技术的营收复合增速更高（16.5% 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。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
FAST vs VRT — 直观对比
营收规模更大
VRT
是对方的1.3倍
$2.0B
营收增速更快
VRT
高出26.7%
3.5%
净利率更高
VRT
高出0.2%
14.5%
自由现金流更多
VRT
多$344.6M
$308.2M
两年增速更快
VRT
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.6B |
| 净利润 | $293.9M | $390.1M |
| 毛利率 | 44.3% | 37.7% |
| 营业利润率 | 18.9% | — |
| 净利率 | 14.5% | 14.7% |
| 营收同比 | 3.5% | 30.1% |
| 净利润同比 | -1.6% | — |
| 每股收益（稀释后） | $-0.01 | $0.99 |
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FASTVRT
| Q1 26 | $2.0B | $2.6B | ||
| Q4 25 | $2.0B | $2.9B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.9B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
净利润FASTVRT
| Q1 26 | $293.9M | $390.1M | ||
| Q4 25 | $293.9M | $445.6M | ||
| Q3 25 | $335.5M | $398.5M | ||
| Q2 25 | $330.3M | $324.2M | ||
| Q1 25 | $298.7M | $164.5M | ||
| Q4 24 | $262.1M | $147.0M | ||
| Q3 24 | $298.1M | $176.6M | ||
| Q2 24 | $292.7M | $178.1M |
毛利率FASTVRT
| Q1 26 | 44.3% | 37.7% | ||
| Q4 25 | 44.3% | 38.9% | ||
| Q3 25 | 45.3% | 37.8% | ||
| Q2 25 | 45.3% | 34.0% | ||
| Q1 25 | 45.1% | 33.7% | ||
| Q4 24 | 44.8% | 37.1% | ||
| Q3 24 | 44.9% | 36.5% | ||
| Q2 24 | 45.1% | 38.0% |
营业利润率FASTVRT
| Q1 26 | 18.9% | — | ||
| Q4 25 | 18.9% | 20.1% | ||
| Q3 25 | 20.7% | 19.3% | ||
| Q2 25 | 21.0% | 16.8% | ||
| Q1 25 | 20.1% | 14.3% | ||
| Q4 24 | 18.9% | 19.5% | ||
| Q3 24 | 20.3% | 17.9% | ||
| Q2 24 | 20.2% | 17.2% |
净利率FASTVRT
| Q1 26 | 14.5% | 14.7% | ||
| Q4 25 | 14.5% | 15.5% | ||
| Q3 25 | 15.7% | 14.9% | ||
| Q2 25 | 15.9% | 12.3% | ||
| Q1 25 | 15.2% | 8.1% | ||
| Q4 24 | 14.4% | 6.3% | ||
| Q3 24 | 15.6% | 8.5% | ||
| Q2 24 | 15.3% | 9.1% |
每股收益（稀释后）FASTVRT
| Q1 26 | $-0.01 | $0.99 | ||
| Q4 25 | $-0.01 | $1.14 | ||
| Q3 25 | $0.29 | $1.02 | ||
| Q2 25 | $0.29 | $0.83 | ||
| Q1 25 | $0.52 | $0.42 | ||
| Q4 24 | $0.45 | $0.38 | ||
| Q3 24 | $0.52 | $0.46 | ||
| Q2 24 | $0.51 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | $125.0M | $0 |
| 股东权益账面价值 | $3.9B | $4.2B |
| 总资产 | $5.1B | $13.4B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资FASTVRT
| Q1 26 | $276.8M | $2.5B | ||
| Q4 25 | $276.8M | $1.7B | ||
| Q3 25 | $288.1M | $1.4B | ||
| Q2 25 | $237.8M | $1.6B | ||
| Q1 25 | $231.8M | $1.5B | ||
| Q4 24 | $255.8M | $1.2B | ||
| Q3 24 | $292.2M | $908.7M | ||
| Q2 24 | $255.5M | $579.7M |
总债务FASTVRT
| Q1 26 | $125.0M | $0 | ||
| Q4 25 | $125.0M | $2.9B | ||
| Q3 25 | $195.0M | $2.9B | ||
| Q2 25 | $230.0M | $2.9B | ||
| Q1 25 | $200.0M | $2.9B | ||
| Q4 24 | $200.0M | $2.9B | ||
| Q3 24 | $240.0M | $2.9B | ||
| Q2 24 | $235.0M | $2.9B |
股东权益FASTVRT
| Q1 26 | $3.9B | $4.2B | ||
| Q4 25 | $3.9B | $3.9B | ||
| Q3 25 | $3.9B | $3.5B | ||
| Q2 25 | $3.8B | $3.1B | ||
| Q1 25 | $3.7B | $2.7B | ||
| Q4 24 | $3.6B | $2.4B | ||
| Q3 24 | $3.6B | $1.8B | ||
| Q2 24 | $3.5B | $1.5B |
总资产FASTVRT
| Q1 26 | $5.1B | $13.4B | ||
| Q4 25 | $5.1B | $12.2B | ||
| Q3 25 | $5.1B | $10.8B | ||
| Q2 25 | $5.0B | $10.4B | ||
| Q1 25 | $4.9B | $9.5B | ||
| Q4 24 | $4.7B | $9.1B | ||
| Q3 24 | $4.7B | $8.9B | ||
| Q2 24 | $4.6B | $8.1B |
负债/权益比FASTVRT
| Q1 26 | 0.03× | 0.00× | ||
| Q4 25 | 0.03× | 0.74× | ||
| Q3 25 | 0.05× | 0.83× | ||
| Q2 25 | 0.06× | 0.93× | ||
| Q1 25 | 0.05× | 1.10× | ||
| Q4 24 | 0.06× | 1.20× | ||
| Q3 24 | 0.07× | 1.62× | ||
| Q2 24 | 0.07× | 1.91× |
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 | $652.8M |
| 自由现金流率自由现金流/营收 | 15.2% | 24.6% |
| 资本支出强度资本支出/营收 | 3.0% | 4.2% |
| 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 | $2.3B |
8季度趋势，按日历期对齐
经营现金流FASTVRT
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $978.9M | ||
| Q3 25 | $386.9M | $508.7M | ||
| Q2 25 | $278.6M | $322.9M | ||
| Q1 25 | $262.2M | $303.3M | ||
| Q4 24 | $282.8M | $425.2M | ||
| Q3 24 | $296.9M | $378.2M | ||
| Q2 24 | $258.0M | $378.4M |
自由现金流FASTVRT
| Q1 26 | $308.2M | $652.8M | ||
| Q4 25 | $308.2M | $885.6M | ||
| Q3 25 | $326.6M | $463.5M | ||
| Q2 25 | $209.3M | $277.9M | ||
| Q1 25 | $206.5M | $266.8M | ||
| Q4 24 | $222.6M | $364.5M | ||
| Q3 24 | $237.5M | $341.8M | ||
| Q2 24 | $201.9M | $344.3M |
自由现金流率FASTVRT
| Q1 26 | 15.2% | 24.6% | ||
| Q4 25 | 15.2% | 30.8% | ||
| Q3 25 | 15.3% | 17.3% | ||
| Q2 25 | 10.1% | 10.5% | ||
| Q1 25 | 10.5% | 13.1% | ||
| Q4 24 | 12.2% | 15.5% | ||
| Q3 24 | 12.4% | 16.5% | ||
| Q2 24 | 10.5% | 17.6% |
资本支出强度FASTVRT
| Q1 26 | 3.0% | 4.2% | ||
| Q4 25 | 3.0% | 3.2% | ||
| Q3 25 | 2.8% | 1.7% | ||
| Q2 25 | 3.3% | 1.7% | ||
| Q1 25 | 2.8% | 1.8% | ||
| Q4 24 | 3.3% | 2.6% | ||
| Q3 24 | 3.1% | 1.8% | ||
| Q2 24 | 2.9% | 1.7% |
现金转化率FASTVRT
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 2.20× | ||
| Q3 25 | 1.15× | 1.28× | ||
| Q2 25 | 0.84× | 1.00× | ||
| Q1 25 | 0.88× | 1.84× | ||
| Q4 24 | 1.08× | 2.89× | ||
| Q3 24 | 1.00× | 2.14× | ||
| Q2 24 | 0.88× | 2.12× |
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% |
VRT
暂无分部数据
