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富兰克林电气(FELE)与哈雷戴维森(HOG)财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是哈雷戴维森的1.3倍($500.4M vs $390.5M),富兰克林电气净利率更高(6.9% vs -72.3%,领先79.3%),富兰克林电气同比增速更快(9.9% vs -9.4%),过去两年富兰克林电气的营收复合增速更高(-4.0% vs -48.6%)
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌,总部位于威斯康星州密尔沃基,创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一,历经多次股权变动、子公司调整、经营困境与全球竞争,如今已是全球知名的标志性品牌。
FELE vs HOG — 直观对比
营收规模更大
FELE
是对方的1.3倍
$390.5M
营收增速更快
FELE
高出19.3%
-9.4%
净利率更高
FELE
高出79.3%
-72.3%
两年增速更快
FELE
近两年复合增速
-48.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $500.4M | $390.5M |
| 净利润 | $34.7M | $-282.6M |
| 毛利率 | 35.0% | -7.9% |
| 营业利润率 | 9.6% | -92.4% |
| 净利率 | 6.9% | -72.3% |
| 营收同比 | 9.9% | -9.4% |
| 净利润同比 | 10.6% | -138.6% |
| 每股收益(稀释后) | $0.77 | $-2.27 |
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
FELE
HOG
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $390.5M | ||
| Q3 25 | $581.7M | $1.1B | ||
| Q2 25 | $587.4M | $1.0B | ||
| Q1 25 | $455.2M | $1.1B | ||
| Q4 24 | $485.7M | $430.9M | ||
| Q3 24 | $531.4M | $881.2M | ||
| Q2 24 | $543.3M | $1.4B |
净利润
FELE
HOG
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $-282.6M | ||
| Q3 25 | $16.7M | $377.4M | ||
| Q2 25 | $60.1M | $107.6M | ||
| Q1 25 | $31.0M | $133.1M | ||
| Q4 24 | $33.7M | $-118.4M | ||
| Q3 24 | $54.6M | $119.0M | ||
| Q2 24 | $59.1M | $218.3M |
毛利率
FELE
HOG
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | -7.9% | ||
| Q3 25 | 35.9% | 26.0% | ||
| Q2 25 | 36.1% | 28.5% | ||
| Q1 25 | 36.0% | 28.9% | ||
| Q4 24 | 33.8% | -2.0% | ||
| Q3 24 | 35.7% | 29.8% | ||
| Q2 24 | 36.8% | 31.8% |
营业利润率
FELE
HOG
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | -92.4% | ||
| Q3 25 | 14.6% | 44.0% | ||
| Q2 25 | 15.0% | 10.7% | ||
| Q1 25 | 9.7% | 14.8% | ||
| Q4 24 | 8.9% | -44.9% | ||
| Q3 24 | 13.8% | 12.0% | ||
| Q2 24 | 14.6% | 17.8% |
净利率
FELE
HOG
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | -72.3% | ||
| Q3 25 | 2.9% | 35.0% | ||
| Q2 25 | 10.2% | 10.2% | ||
| Q1 25 | 6.8% | 12.3% | ||
| Q4 24 | 6.9% | -27.5% | ||
| Q3 24 | 10.3% | 13.5% | ||
| Q2 24 | 10.9% | 16.1% |
每股收益(稀释后)
FELE
HOG
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $-2.27 | ||
| Q3 25 | $0.37 | $3.10 | ||
| Q2 25 | $1.31 | $0.88 | ||
| Q1 25 | $0.67 | $1.07 | ||
| Q4 24 | $0.73 | $-0.82 | ||
| Q3 24 | $1.17 | $0.91 | ||
| Q2 24 | $1.26 | $1.63 |
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 | $80.4M | $3.1B |
| 总债务越低越好 | $134.4M | $2.5B |
| 股东权益账面价值 | $1.3B | $3.1B |
| 总资产 | $2.0B | $8.0B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.79× |
8季度趋势,按日历期对齐
现金及短期投资
FELE
HOG
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $3.1B | ||
| Q3 25 | $102.9M | $1.8B | ||
| Q2 25 | $104.6M | $1.6B | ||
| Q1 25 | $84.0M | $1.9B | ||
| Q4 24 | $220.5M | $1.6B | ||
| Q3 24 | $106.3M | $2.2B | ||
| Q2 24 | $58.1M | $1.8B |
总债务
FELE
HOG
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $2.5B | ||
| Q3 25 | $135.2M | $4.5B | ||
| Q2 25 | $14.5M | $6.4B | ||
| Q1 25 | $14.9M | $6.8B | ||
| Q4 24 | $11.6M | $6.3B | ||
| Q3 24 | $11.6M | $7.3B | ||
| Q2 24 | $87.2M | $7.0B |
股东权益
FELE
HOG
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.3B | $3.6B | ||
| Q2 25 | $1.3B | $3.3B | ||
| Q1 25 | $1.3B | $3.2B | ||
| Q4 24 | $1.3B | $3.2B | ||
| Q3 24 | $1.3B | $3.4B | ||
| Q2 24 | $1.2B | $3.4B |
总资产
FELE
HOG
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $8.0B | ||
| Q3 25 | $2.0B | $10.6B | ||
| Q2 25 | $2.0B | $12.1B | ||
| Q1 25 | $1.9B | $12.4B | ||
| Q4 24 | $1.8B | $11.9B | ||
| Q3 24 | $1.8B | $13.0B | ||
| Q2 24 | $1.8B | $12.8B |
负债/权益比
FELE
HOG
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 0.79× | ||
| Q3 25 | 0.10× | 1.25× | ||
| Q2 25 | 0.01× | 1.91× | ||
| Q1 25 | 0.01× | 2.14× | ||
| Q4 24 | 0.01× | 2.00× | ||
| Q3 24 | 0.01× | 2.13× | ||
| Q2 24 | 0.07× | 2.03× |
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 | — | $152.0M |
| 自由现金流经营现金流 - 资本支出 | — | $100.4M |
| 自由现金流率自由现金流/营收 | — | 25.7% |
| 资本支出强度资本支出/营收 | — | 13.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $415.2M |
8季度趋势,按日历期对齐
经营现金流
FELE
HOG
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $152.0M | ||
| Q3 25 | $102.7M | $-92.6M | ||
| Q2 25 | $51.5M | $368.0M | ||
| Q1 25 | $-19.5M | $141.5M | ||
| Q4 24 | $110.3M | $133.2M | ||
| Q3 24 | $116.1M | $353.0M | ||
| Q2 24 | $36.4M | $473.6M |
自由现金流
FELE
HOG
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $100.4M | ||
| Q3 25 | $91.3M | $-129.1M | ||
| Q2 25 | $39.9M | $332.4M | ||
| Q1 25 | $-26.3M | $111.6M | ||
| Q4 24 | $97.5M | $77.0M | ||
| Q3 24 | $106.6M | $300.4M | ||
| Q2 24 | $26.1M | $432.2M |
自由现金流率
FELE
HOG
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 25.7% | ||
| Q3 25 | 15.7% | -12.0% | ||
| Q2 25 | 6.8% | 31.7% | ||
| Q1 25 | -5.8% | 10.3% | ||
| Q4 24 | 20.1% | 17.9% | ||
| Q3 24 | 20.1% | 34.1% | ||
| Q2 24 | 4.8% | 31.9% |
资本支出强度
FELE
HOG
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 13.2% | ||
| Q3 25 | 2.0% | 3.4% | ||
| Q2 25 | 2.0% | 3.4% | ||
| Q1 25 | 1.5% | 2.8% | ||
| Q4 24 | 2.6% | 13.0% | ||
| Q3 24 | 1.8% | 6.0% | ||
| Q2 24 | 1.9% | 3.1% |
现金转化率
FELE
HOG
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | — | ||
| Q3 25 | 6.14× | -0.25× | ||
| Q2 25 | 0.86× | 3.42× | ||
| Q1 25 | -0.63× | 1.06× | ||
| Q4 24 | 3.28× | — | ||
| Q3 24 | 2.13× | 2.97× | ||
| Q2 24 | 0.62× | 2.17× |
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
FELE
暂无分部数据
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |