vs
Fastenal（FAST）与赛莱默（XYL）财务数据对比。点击上方公司名可切换其他公司
赛莱默的季度营收约是Fastenal的1.0倍（$2.1B vs $2.0B），Fastenal净利率更高（14.5% vs 8.9%，领先5.6%），Fastenal同比增速更快（3.5% vs 2.7%），过去两年Fastenal的营收复合增速更高（2.9% vs -1.0%）
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。
该文本为植物学对木质部的定义说明，并非赛莱默公司（Xylem Inc.）的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业，提供水务基础设施、水环境治理等相关设备与服务。
FAST vs XYL — 直观对比
营收规模更大
XYL
是对方的1.0倍
$2.0B
营收增速更快
FAST
高出0.8%
2.7%
净利率更高
FAST
高出5.6%
8.9%
两年增速更快
FAST
近两年复合增速
-1.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.1B |
| 净利润 | $293.9M | $189.0M |
| 毛利率 | 44.3% | 37.8% |
| 营业利润率 | 18.9% | 11.5% |
| 净利率 | 14.5% | 8.9% |
| 营收同比 | 3.5% | 2.7% |
| 净利润同比 | -1.6% | 13.2% |
| 每股收益（稀释后） | $-0.01 | $0.79 |
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FASTXYL
| Q1 26 | $2.0B | $2.1B | ||
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.9B | $2.1B | ||
| Q2 24 | $1.9B | $2.2B |
净利润FASTXYL
| Q1 26 | $293.9M | $189.0M | ||
| Q4 25 | $293.9M | $335.0M | ||
| Q3 25 | $335.5M | $227.0M | ||
| Q2 25 | $330.3M | $226.0M | ||
| Q1 25 | $298.7M | $169.0M | ||
| Q4 24 | $262.1M | $326.0M | ||
| Q3 24 | $298.1M | $217.0M | ||
| Q2 24 | $292.7M | $194.0M |
毛利率FASTXYL
| Q1 26 | 44.3% | 37.8% | ||
| Q4 25 | 44.3% | 38.9% | ||
| Q3 25 | 45.3% | 38.9% | ||
| Q2 25 | 45.3% | 38.8% | ||
| Q1 25 | 45.1% | 37.1% | ||
| Q4 24 | 44.8% | 38.0% | ||
| Q3 24 | 44.9% | 37.3% | ||
| Q2 24 | 45.1% | 37.8% |
营业利润率FASTXYL
| Q1 26 | 18.9% | 11.5% | ||
| Q4 25 | 18.9% | 14.7% | ||
| Q3 25 | 20.7% | 14.7% | ||
| Q2 25 | 21.0% | 13.3% | ||
| Q1 25 | 20.1% | 11.2% | ||
| Q4 24 | 18.9% | 11.8% | ||
| Q3 24 | 20.3% | 13.3% | ||
| Q2 24 | 20.2% | 11.7% |
净利率FASTXYL
| Q1 26 | 14.5% | 8.9% | ||
| Q4 25 | 14.5% | 14.0% | ||
| Q3 25 | 15.7% | 10.0% | ||
| Q2 25 | 15.9% | 9.8% | ||
| Q1 25 | 15.2% | 8.2% | ||
| Q4 24 | 14.4% | 14.5% | ||
| Q3 24 | 15.6% | 10.3% | ||
| Q2 24 | 15.3% | 8.9% |
每股收益（稀释后）FASTXYL
| Q1 26 | $-0.01 | $0.79 | ||
| Q4 25 | $-0.01 | $1.37 | ||
| Q3 25 | $0.29 | $0.93 | ||
| Q2 25 | $0.29 | $0.93 | ||
| Q1 25 | $0.52 | $0.69 | ||
| Q4 24 | $0.45 | $1.33 | ||
| Q3 24 | $0.52 | $0.89 | ||
| Q2 24 | $0.51 | $0.80 |
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 | $808.0M |
| 总债务越低越好 | $125.0M | $1.9B |
| 股东权益账面价值 | $3.9B | $11.0B |
| 总资产 | $5.1B | $17.0B |
| 负债/权益比越低杠杆越低 | 0.03× | 0.18× |
8季度趋势，按日历期对齐
现金及短期投资FASTXYL
| Q1 26 | $276.8M | $808.0M | ||
| Q4 25 | $276.8M | $1.5B | ||
| Q3 25 | $288.1M | $1.2B | ||
| Q2 25 | $237.8M | $1.2B | ||
| Q1 25 | $231.8M | $1.1B | ||
| Q4 24 | $255.8M | $1.1B | ||
| Q3 24 | $292.2M | $989.0M | ||
| Q2 24 | $255.5M | $815.0M |
总债务FASTXYL
| Q1 26 | $125.0M | $1.9B | ||
| Q4 25 | $125.0M | $2.0B | ||
| Q3 25 | $195.0M | $2.0B | ||
| Q2 25 | $230.0M | $2.0B | ||
| Q1 25 | $200.0M | $2.0B | ||
| Q4 24 | $200.0M | $2.0B | ||
| Q3 24 | $240.0M | — | ||
| Q2 24 | $235.0M | — |
股东权益FASTXYL
| Q1 26 | $3.9B | $11.0B | ||
| Q4 25 | $3.9B | $11.5B | ||
| Q3 25 | $3.9B | $11.2B | ||
| Q2 25 | $3.8B | $11.1B | ||
| Q1 25 | $3.7B | $10.8B | ||
| Q4 24 | $3.6B | $10.6B | ||
| Q3 24 | $3.6B | $10.6B | ||
| Q2 24 | $3.5B | $10.3B |
总资产FASTXYL
| Q1 26 | $5.1B | $17.0B | ||
| Q4 25 | $5.1B | $17.6B | ||
| Q3 25 | $5.1B | $17.3B | ||
| Q2 25 | $5.0B | $17.2B | ||
| Q1 25 | $4.9B | $16.6B | ||
| Q4 24 | $4.7B | $16.5B | ||
| Q3 24 | $4.7B | $16.0B | ||
| Q2 24 | $4.6B | $15.8B |
负债/权益比FASTXYL
| Q1 26 | 0.03× | 0.18× | ||
| Q4 25 | 0.03× | 0.17× | ||
| Q3 25 | 0.05× | 0.18× | ||
| Q2 25 | 0.06× | 0.18× | ||
| Q1 25 | 0.05× | 0.19× | ||
| Q4 24 | 0.06× | 0.19× | ||
| 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% | 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 | — |
8季度趋势，按日历期对齐
经营现金流FASTXYL
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $543.0M | ||
| Q3 25 | $386.9M | $360.0M | ||
| Q2 25 | $278.6M | $305.0M | ||
| Q1 25 | $262.2M | $33.0M | ||
| Q4 24 | $282.8M | $575.0M | ||
| Q3 24 | $296.9M | $311.0M | ||
| Q2 24 | $258.0M | $288.0M |
自由现金流FASTXYL
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | $460.0M | ||
| Q3 25 | $326.6M | $281.0M | ||
| Q2 25 | $209.3M | $207.0M | ||
| Q1 25 | $206.5M | $-38.0M | ||
| Q4 24 | $222.6M | $475.0M | ||
| Q3 24 | $237.5M | $237.0M | ||
| Q2 24 | $201.9M | $215.0M |
自由现金流率FASTXYL
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 19.2% | ||
| Q3 25 | 15.3% | 12.4% | ||
| Q2 25 | 10.1% | 9.0% | ||
| Q1 25 | 10.5% | -1.8% | ||
| Q4 24 | 12.2% | 21.1% | ||
| Q3 24 | 12.4% | 11.3% | ||
| Q2 24 | 10.5% | 9.9% |
资本支出强度FASTXYL
| Q1 26 | 3.0% | 4.2% | ||
| Q4 25 | 3.0% | 3.5% | ||
| Q3 25 | 2.8% | 3.5% | ||
| Q2 25 | 3.3% | 4.3% | ||
| Q1 25 | 2.8% | 3.4% | ||
| Q4 24 | 3.3% | 4.4% | ||
| Q3 24 | 3.1% | 3.5% | ||
| Q2 24 | 2.9% | 3.4% |
现金转化率FASTXYL
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 1.62× | ||
| Q3 25 | 1.15× | 1.59× | ||
| Q2 25 | 0.84× | 1.35× | ||
| Q1 25 | 0.88× | 0.20× | ||
| Q4 24 | 1.08× | 1.76× | ||
| Q3 24 | 1.00× | 1.43× | ||
| Q2 24 | 0.88× | 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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
XYL
| Revenue from products | $1.8B | 83% |
| Revenue from services | $368.0M | 17% |
