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Fortune Brands Innovations, Inc.（FBIN）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Fortune Brands Innovations, Inc.的1.8倍（$1.9B vs $1.1B），Masco净利率更高（11.9% vs 7.1%，领先4.8%），Masco同比增速更快（6.5% vs -2.4%），过去两年Fortune Brands Innovations, Inc.的营收复合增速更高（-1.5% vs -4.2%）
Fortune Brands Innovations是美国家居及安防产品生产商，总部位于伊利诺伊州迪尔菲尔德，位列财富500强及标普400指数。旗下拥有摩恩、House of Rohl、玛斯特锁等知名品牌，业务覆盖厨卫、户外用品、安防、橱柜制造等领域，2021年底全球员工约2.8万人。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
FBIN vs MAS — 直观对比
营收规模更大
MAS
是对方的1.8倍
$1.1B
营收增速更快
MAS
高出8.9%
-2.4%
净利率更高
MAS
高出4.8%
7.1%
两年增速更快
FBIN
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $76.3M | $228.0M |
| 毛利率 | 43.8% | 35.8% |
| 营业利润率 | 11.3% | 16.5% |
| 净利率 | 7.1% | 11.9% |
| 营收同比 | -2.4% | 6.5% |
| 净利润同比 | -27.3% | 14.5% |
| 每股收益（稀释后） | $0.63 | — |
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FBINMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $1.9B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $2.1B |
净利润FBINMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $76.3M | $165.0M | ||
| Q3 25 | $70.8M | $189.0M | ||
| Q2 25 | $100.3M | $270.0M | ||
| Q1 25 | $51.4M | $186.0M | ||
| Q4 24 | $105.0M | $182.0M | ||
| Q3 24 | $136.6M | $167.0M | ||
| Q2 24 | $133.9M | $258.0M |
毛利率FBINMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 43.8% | 33.9% | ||
| Q3 25 | 45.2% | 34.2% | ||
| Q2 25 | 45.1% | 37.6% | ||
| Q1 25 | 44.0% | 35.8% | ||
| Q4 24 | 46.0% | 34.8% | ||
| Q3 24 | 45.9% | 36.6% | ||
| Q2 24 | 43.6% | 37.5% |
营业利润率FBINMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 11.3% | 13.8% | ||
| Q3 25 | 11.0% | 15.8% | ||
| Q2 25 | 14.3% | 20.1% | ||
| Q1 25 | 9.4% | 15.9% | ||
| Q4 24 | 16.1% | 15.9% | ||
| Q3 24 | 17.8% | 18.0% | ||
| Q2 24 | 16.1% | 19.0% |
净利率FBINMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 7.1% | 9.2% | ||
| Q3 25 | 6.2% | 9.9% | ||
| Q2 25 | 8.3% | 13.2% | ||
| Q1 25 | 5.0% | 10.3% | ||
| Q4 24 | 9.5% | 10.0% | ||
| Q3 24 | 11.8% | 8.4% | ||
| Q2 24 | 10.8% | 12.3% |
每股收益（稀释后）FBINMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.63 | $0.81 | ||
| Q3 25 | $0.59 | $0.90 | ||
| Q2 25 | $0.83 | $1.28 | ||
| Q1 25 | $0.42 | $0.87 | ||
| Q4 24 | $0.84 | $0.85 | ||
| Q3 24 | $1.09 | $0.77 | ||
| Q2 24 | $1.06 | $1.17 |
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 | $264.0M | — |
| 总债务越低越好 | $2.5B | $2.9B |
| 股东权益账面价值 | $2.4B | $27.0M |
| 总资产 | $6.5B | $5.2B |
| 负债/权益比越低杠杆越低 | 1.07× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资FBINMAS
| Q1 26 | — | — | ||
| Q4 25 | $264.0M | $647.0M | ||
| Q3 25 | $223.9M | $559.0M | ||
| Q2 25 | $234.7M | $390.0M | ||
| Q1 25 | $340.0M | $377.0M | ||
| Q4 24 | $381.1M | $634.0M | ||
| Q3 24 | $344.8M | $646.0M | ||
| Q2 24 | $352.6M | $398.0M |
总债务FBINMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.5B | $2.9B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | $2.9B | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.7B | — |
股东权益FBINMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $2.4B | $-185.0M | ||
| Q3 25 | $2.4B | $-78.0M | ||
| Q2 25 | $2.3B | $-84.0M | ||
| Q1 25 | $2.3B | $-254.0M | ||
| Q4 24 | $2.4B | $-279.0M | ||
| Q3 24 | $2.4B | $-88.0M | ||
| Q2 24 | $2.3B | $-26.0M |
总资产FBINMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $6.5B | $5.2B | ||
| Q3 25 | $6.5B | $5.3B | ||
| Q2 25 | $6.6B | $5.3B | ||
| Q1 25 | $6.6B | $5.1B | ||
| Q4 24 | $6.6B | $5.0B | ||
| Q3 24 | $6.6B | $5.3B | ||
| Q2 24 | $6.7B | $5.4B |
负债/权益比FBINMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 1.07× | — | ||
| Q3 25 | 0.91× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.10× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.15× | — |
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 | $208.2M | — |
| 自由现金流经营现金流 - 资本支出 | $183.7M | — |
| 自由现金流率自由现金流/营收 | 17.0% | — |
| 资本支出强度资本支出/营收 | 2.3% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.73× | — |
| 过去12个月自由现金流最近4个季度 | $366.8M | — |
8季度趋势，按日历期对齐
经营现金流FBINMAS
| Q1 26 | — | — | ||
| Q4 25 | $208.2M | $418.0M | ||
| Q3 25 | $204.4M | $456.0M | ||
| Q2 25 | $149.4M | $306.0M | ||
| Q1 25 | $-83.4M | $-158.0M | ||
| Q4 24 | $272.3M | $407.0M | ||
| Q3 24 | $205.3M | $416.0M | ||
| Q2 24 | $261.5M | $346.0M |
自由现金流FBINMAS
| Q1 26 | — | — | ||
| Q4 25 | $183.7M | $371.0M | ||
| Q3 25 | $177.0M | $415.0M | ||
| Q2 25 | $118.7M | $270.0M | ||
| Q1 25 | $-112.6M | $-190.0M | ||
| Q4 24 | $212.1M | $351.0M | ||
| Q3 24 | $175.6M | $378.0M | ||
| Q2 24 | $222.7M | $303.0M |
自由现金流率FBINMAS
| Q1 26 | — | — | ||
| Q4 25 | 17.0% | 20.7% | ||
| Q3 25 | 15.4% | 21.6% | ||
| Q2 25 | 9.9% | 13.2% | ||
| Q1 25 | -10.9% | -10.5% | ||
| Q4 24 | 19.2% | 19.2% | ||
| Q3 24 | 15.2% | 19.1% | ||
| Q2 24 | 18.0% | 14.5% |
资本支出强度FBINMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 2.3% | 2.6% | ||
| Q3 25 | 2.4% | 2.1% | ||
| Q2 25 | 2.6% | 1.8% | ||
| Q1 25 | 2.8% | 1.8% | ||
| Q4 24 | 5.5% | 3.1% | ||
| Q3 24 | 2.6% | 1.9% | ||
| Q2 24 | 3.1% | 2.1% |
现金转化率FBINMAS
| Q1 26 | — | — | ||
| Q4 25 | 2.73× | 2.53× | ||
| Q3 25 | 2.89× | 2.41× | ||
| Q2 25 | 1.49× | 1.13× | ||
| Q1 25 | -1.62× | -0.85× | ||
| Q4 24 | 2.59× | 2.24× | ||
| Q3 24 | 1.50× | 2.49× | ||
| Q2 24 | 1.95× | 1.34× |
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
FBIN
| Wholesale Retail Trade | $526.7M | 49% |
| Home Center Retailer | $257.1M | 24% |
| Security Segment | $165.8M | 15% |
| Other Retailer | $118.2M | 11% |
MAS
暂无分部数据
