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富兰克林电气(FELE)与Kodiak Gas Services, Inc.(KGS)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Kodiak Gas Services, Inc.的1.5倍($500.4M vs $332.9M),Kodiak Gas Services, Inc.净利率更高(7.4% vs 6.9%,领先0.5%),富兰克林电气同比增速更快(9.9% vs 7.5%),过去两年Kodiak Gas Services, Inc.的营收复合增速更高(24.3% 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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商,主要服务油气行业上下游客户,提供定制化压缩设备、运维及运营支持,帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
FELE vs KGS — 直观对比
营收规模更大
FELE
是对方的1.5倍
$332.9M
营收增速更快
FELE
高出2.4%
7.5%
净利率更高
KGS
高出0.5%
6.9%
两年增速更快
KGS
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $500.4M | $332.9M |
| 净利润 | $34.7M | $24.6M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 9.6% | 26.1% |
| 净利率 | 6.9% | 7.4% |
| 营收同比 | 9.9% | 7.5% |
| 净利润同比 | 10.6% | 29.0% |
| 每股收益(稀释后) | $0.77 | $0.30 |
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
KGS
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $332.9M | ||
| Q3 25 | $581.7M | $322.7M | ||
| Q2 25 | $587.4M | $322.8M | ||
| Q1 25 | $455.2M | $329.6M | ||
| Q4 24 | $485.7M | $309.5M | ||
| Q3 24 | $531.4M | $324.6M | ||
| Q2 24 | $543.3M | $309.7M |
净利润
FELE
KGS
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $24.6M | ||
| Q3 25 | $16.7M | $-14.0M | ||
| Q2 25 | $60.1M | $39.5M | ||
| Q1 25 | $31.0M | $30.4M | ||
| Q4 24 | $33.7M | $19.1M | ||
| Q3 24 | $54.6M | $-5.6M | ||
| Q2 24 | $59.1M | $6.2M |
毛利率
FELE
KGS
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 35.9% | — | ||
| Q2 25 | 36.1% | — | ||
| Q1 25 | 36.0% | — | ||
| Q4 24 | 33.8% | — | ||
| Q3 24 | 35.7% | 37.5% | ||
| Q2 24 | 36.8% | 36.5% |
营业利润率
FELE
KGS
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 26.1% | ||
| Q3 25 | 14.6% | 19.9% | ||
| Q2 25 | 15.0% | 30.9% | ||
| Q1 25 | 9.7% | 27.1% | ||
| Q4 24 | 8.9% | 22.3% | ||
| Q3 24 | 13.8% | 20.4% | ||
| Q2 24 | 14.6% | 17.5% |
净利率
FELE
KGS
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 7.4% | ||
| Q3 25 | 2.9% | -4.3% | ||
| Q2 25 | 10.2% | 12.2% | ||
| Q1 25 | 6.8% | 9.2% | ||
| Q4 24 | 6.9% | 6.2% | ||
| Q3 24 | 10.3% | -1.7% | ||
| Q2 24 | 10.9% | 2.0% |
每股收益(稀释后)
FELE
KGS
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $0.30 | ||
| Q3 25 | $0.37 | $-0.17 | ||
| Q2 25 | $1.31 | $0.43 | ||
| Q1 25 | $0.67 | $0.33 | ||
| Q4 24 | $0.73 | $0.18 | ||
| Q3 24 | $1.17 | $-0.07 | ||
| Q2 24 | $1.26 | $0.06 |
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 | $3.2M |
| 总债务越低越好 | $134.4M | $2.6B |
| 股东权益账面价值 | $1.3B | $1.2B |
| 总资产 | $2.0B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.10× | 2.12× |
8季度趋势,按日历期对齐
现金及短期投资
FELE
KGS
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $3.2M | ||
| Q3 25 | $102.9M | $724.0K | ||
| Q2 25 | $104.6M | $5.4M | ||
| Q1 25 | $84.0M | $1.9M | ||
| Q4 24 | $220.5M | $4.8M | ||
| Q3 24 | $106.3M | $7.4M | ||
| Q2 24 | $58.1M | $3.9M |
总债务
FELE
KGS
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $2.6B | ||
| Q3 25 | $135.2M | $2.6B | ||
| Q2 25 | $14.5M | $2.5B | ||
| Q1 25 | $14.9M | $2.6B | ||
| Q4 24 | $11.6M | $2.6B | ||
| Q3 24 | $11.6M | $2.6B | ||
| Q2 24 | $87.2M | $2.5B |
股东权益
FELE
KGS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.2B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.2B | $1.5B |
总资产
FELE
KGS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $4.3B | ||
| Q3 25 | $2.0B | $4.4B | ||
| Q2 25 | $2.0B | $4.4B | ||
| Q1 25 | $1.9B | $4.4B | ||
| Q4 24 | $1.8B | $4.4B | ||
| Q3 24 | $1.8B | $4.5B | ||
| Q2 24 | $1.8B | $4.4B |
负债/权益比
FELE
KGS
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 2.12× | ||
| Q3 25 | 0.10× | 2.08× | ||
| Q2 25 | 0.01× | 1.89× | ||
| Q1 25 | 0.01× | 1.91× | ||
| Q4 24 | 0.01× | 1.88× | ||
| Q3 24 | 0.01× | 1.86× | ||
| Q2 24 | 0.07× | 1.71× |
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 | — | $194.9M |
| 自由现金流经营现金流 - 资本支出 | — | $142.0M |
| 自由现金流率自由现金流/营收 | — | 42.7% |
| 资本支出强度资本支出/营收 | — | 15.9% |
| 现金转化率经营现金流/净利润 | — | 7.91× |
| 过去12个月自由现金流最近4个季度 | — | $284.3M |
8季度趋势,按日历期对齐
经营现金流
FELE
KGS
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $194.9M | ||
| Q3 25 | $102.7M | $113.4M | ||
| Q2 25 | $51.5M | $177.2M | ||
| Q1 25 | $-19.5M | $114.3M | ||
| Q4 24 | $110.3M | $118.5M | ||
| Q3 24 | $116.1M | $36.9M | ||
| Q2 24 | $36.4M | $121.1M |
自由现金流
FELE
KGS
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $142.0M | ||
| Q3 25 | $91.3M | $10.9M | ||
| Q2 25 | $39.9M | $94.6M | ||
| Q1 25 | $-26.3M | $36.8M | ||
| Q4 24 | $97.5M | $45.2M | ||
| Q3 24 | $106.6M | $-49.7M | ||
| Q2 24 | $26.1M | $4.0M |
自由现金流率
FELE
KGS
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 42.7% | ||
| Q3 25 | 15.7% | 3.4% | ||
| Q2 25 | 6.8% | 29.3% | ||
| Q1 25 | -5.8% | 11.2% | ||
| Q4 24 | 20.1% | 14.6% | ||
| Q3 24 | 20.1% | -15.3% | ||
| Q2 24 | 4.8% | 1.3% |
资本支出强度
FELE
KGS
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 15.9% | ||
| Q3 25 | 2.0% | 31.7% | ||
| Q2 25 | 2.0% | 25.6% | ||
| Q1 25 | 1.5% | 23.5% | ||
| Q4 24 | 2.6% | 23.7% | ||
| Q3 24 | 1.8% | 26.7% | ||
| Q2 24 | 1.9% | 37.8% |
现金转化率
FELE
KGS
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 7.91× | ||
| Q3 25 | 6.14× | — | ||
| Q2 25 | 0.86× | 4.49× | ||
| Q1 25 | -0.63× | 3.76× | ||
| Q4 24 | 3.28× | 6.21× | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 0.62× | 19.44× |
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
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |