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富兰克林电气(FELE)与ITRON, INC.(ITRI)财务数据对比。点击上方公司名可切换其他公司
ITRON, INC.的季度营收约是富兰克林电气的1.2倍($587.0M vs $500.4M),ITRON, INC.净利率更高(9.1% vs 6.9%,领先2.2%),富兰克林电气同比增速更快(9.9% vs -3.3%),过去两年ITRON, INC.的营收复合增速更高(-1.8% vs -4.0%)
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。
Itron, Inc.是美国一家专注于能源与水资源管理的技术企业,总部位于华盛顿州自由湖。公司提供电、气、水及热能计量设备、控制技术、通信系统、配套软件,同时还提供托管运营及咨询服务,可对能源和水资源的消耗情况进行计量与深度分析,助力相关领域的资源高效管理。
FELE vs ITRI — 直观对比
营收规模更大
ITRI
是对方的1.2倍
$500.4M
营收增速更快
FELE
高出13.2%
-3.3%
净利率更高
ITRI
高出2.2%
6.9%
两年增速更快
ITRI
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $500.4M | $587.0M |
| 净利润 | $34.7M | $53.6M |
| 毛利率 | 35.0% | 40.3% |
| 营业利润率 | 9.6% | 11.5% |
| 净利率 | 6.9% | 9.1% |
| 营收同比 | 9.9% | -3.3% |
| 净利润同比 | 10.6% | -18.0% |
| 每股收益(稀释后) | $0.77 | $1.18 |
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
ITRI
| Q1 26 | $500.4M | $587.0M | ||
| Q4 25 | $506.9M | $571.7M | ||
| Q3 25 | $581.7M | $581.6M | ||
| Q2 25 | $587.4M | $606.8M | ||
| Q1 25 | $455.2M | $607.2M | ||
| Q4 24 | $485.7M | $612.9M | ||
| Q3 24 | $531.4M | $615.5M | ||
| Q2 24 | $543.3M | $609.1M |
净利润
FELE
ITRI
| Q1 26 | $34.7M | $53.6M | ||
| Q4 25 | $39.3M | $101.6M | ||
| Q3 25 | $16.7M | $65.6M | ||
| Q2 25 | $60.1M | $68.3M | ||
| Q1 25 | $31.0M | $65.5M | ||
| Q4 24 | $33.7M | $58.1M | ||
| Q3 24 | $54.6M | $78.0M | ||
| Q2 24 | $59.1M | $51.3M |
毛利率
FELE
ITRI
| Q1 26 | 35.0% | 40.3% | ||
| Q4 25 | 33.8% | 40.5% | ||
| Q3 25 | 35.9% | 37.7% | ||
| Q2 25 | 36.1% | 36.9% | ||
| Q1 25 | 36.0% | 35.8% | ||
| Q4 24 | 33.8% | 34.9% | ||
| Q3 24 | 35.7% | 34.1% | ||
| Q2 24 | 36.8% | 34.6% |
营业利润率
FELE
ITRI
| Q1 26 | 9.6% | 11.5% | ||
| Q4 25 | 10.2% | 13.8% | ||
| Q3 25 | 14.6% | 14.1% | ||
| Q2 25 | 15.0% | 12.6% | ||
| Q1 25 | 9.7% | 12.6% | ||
| Q4 24 | 8.9% | 10.2% | ||
| Q3 24 | 13.8% | 12.0% | ||
| Q2 24 | 14.6% | 10.6% |
净利率
FELE
ITRI
| Q1 26 | 6.9% | 9.1% | ||
| Q4 25 | 7.7% | 17.8% | ||
| Q3 25 | 2.9% | 11.3% | ||
| Q2 25 | 10.2% | 11.3% | ||
| Q1 25 | 6.8% | 10.8% | ||
| Q4 24 | 6.9% | 9.5% | ||
| Q3 24 | 10.3% | 12.7% | ||
| Q2 24 | 10.9% | 8.4% |
每股收益(稀释后)
FELE
ITRI
| Q1 26 | $0.77 | $1.18 | ||
| Q4 25 | $0.87 | $2.20 | ||
| Q3 25 | $0.37 | $1.41 | ||
| Q2 25 | $1.31 | $1.47 | ||
| Q1 25 | $0.67 | $1.42 | ||
| Q4 24 | $0.73 | $1.26 | ||
| Q3 24 | $1.17 | $1.70 | ||
| Q2 24 | $1.26 | $1.10 |
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 | $712.9M |
| 总债务越低越好 | $134.4M | — |
| 股东权益账面价值 | $1.3B | $1.6B |
| 总资产 | $2.0B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.10× | — |
8季度趋势,按日历期对齐
现金及短期投资
FELE
ITRI
| Q1 26 | $80.4M | $712.9M | ||
| Q4 25 | $99.7M | $1.0B | ||
| Q3 25 | $102.9M | $1.3B | ||
| Q2 25 | $104.6M | $1.2B | ||
| Q1 25 | $84.0M | $1.1B | ||
| Q4 24 | $220.5M | $1.1B | ||
| Q3 24 | $106.3M | $982.5M | ||
| Q2 24 | $58.1M | $920.6M |
总债务
FELE
ITRI
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $1.3B | ||
| Q3 25 | $135.2M | — | ||
| Q2 25 | $14.5M | — | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $11.6M | $1.3B | ||
| Q3 24 | $11.6M | $1.3B | ||
| Q2 24 | $87.2M | $1.3B |
股东权益
FELE
ITRI
| Q1 26 | $1.3B | $1.6B | ||
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.3B | $1.6B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.2B | $1.2B |
总资产
FELE
ITRI
| Q1 26 | $2.0B | $4.0B | ||
| Q4 25 | $1.9B | $3.7B | ||
| Q3 25 | $2.0B | $3.7B | ||
| Q2 25 | $2.0B | $3.6B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $1.8B | $3.4B | ||
| Q3 24 | $1.8B | $3.4B | ||
| Q2 24 | $1.8B | $3.3B |
负债/权益比
FELE
ITRI
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 0.74× | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | 0.91× | ||
| Q3 24 | 0.01× | 0.94× | ||
| Q2 24 | 0.07× | 1.02× |
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 | — | $85.5M |
| 自由现金流经营现金流 - 资本支出 | — | $79.0M |
| 自由现金流率自由现金流/营收 | — | 13.5% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $394.6M |
8季度趋势,按日历期对齐
经营现金流
FELE
ITRI
| Q1 26 | — | $85.5M | ||
| Q4 25 | $104.2M | $119.3M | ||
| Q3 25 | $102.7M | $117.8M | ||
| Q2 25 | $51.5M | $96.7M | ||
| Q1 25 | $-19.5M | $72.1M | ||
| Q4 24 | $110.3M | $79.8M | ||
| Q3 24 | $116.1M | $65.3M | ||
| Q2 24 | $36.4M | $51.7M |
自由现金流
FELE
ITRI
| Q1 26 | — | $79.0M | ||
| Q4 25 | $88.7M | $111.5M | ||
| Q3 25 | $91.3M | $113.4M | ||
| Q2 25 | $39.9M | $90.7M | ||
| Q1 25 | $-26.3M | $67.5M | ||
| Q4 24 | $97.5M | $70.2M | ||
| Q3 24 | $106.6M | $58.7M | ||
| Q2 24 | $26.1M | $44.6M |
自由现金流率
FELE
ITRI
| Q1 26 | — | 13.5% | ||
| Q4 25 | 17.5% | 19.5% | ||
| Q3 25 | 15.7% | 19.5% | ||
| Q2 25 | 6.8% | 14.9% | ||
| Q1 25 | -5.8% | 11.1% | ||
| Q4 24 | 20.1% | 11.4% | ||
| Q3 24 | 20.1% | 9.5% | ||
| Q2 24 | 4.8% | 7.3% |
资本支出强度
FELE
ITRI
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 1.4% | ||
| Q3 25 | 2.0% | 0.8% | ||
| Q2 25 | 2.0% | 1.0% | ||
| Q1 25 | 1.5% | 0.8% | ||
| Q4 24 | 2.6% | 1.6% | ||
| Q3 24 | 1.8% | 1.1% | ||
| Q2 24 | 1.9% | 1.2% |
现金转化率
FELE
ITRI
| Q1 26 | — | 1.60× | ||
| Q4 25 | 2.65× | 1.17× | ||
| Q3 25 | 6.14× | 1.80× | ||
| Q2 25 | 0.86× | 1.41× | ||
| Q1 25 | -0.63× | 1.10× | ||
| Q4 24 | 3.28× | 1.37× | ||
| Q3 24 | 2.13× | 0.84× | ||
| Q2 24 | 0.62× | 1.01× |
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
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |