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富兰克林电气（FELE）与MACERICH CO（MAC）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MACERICH CO的1.9倍（$500.4M vs $261.7M），富兰克林电气净利率更高（6.9% vs -7.2%，领先14.1%），富兰克林电气同比增速更快（9.9% vs -4.4%），过去两年MACERICH CO的营收复合增速更高（12.0% 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。
Macerich是一家专注于购物中心投资的房地产投资信托基金，为美国第三大购物中心持有及运营商。截至2024年12月31日，公司共持有43处物业的权益，可租赁总面积达4300万平方英尺，公司名称由创始人Mace Siegel与Richard Cohen的名字组合而来。
FELE vs MAC — 直观对比
营收规模更大
FELE
是对方的1.9倍
$261.7M
营收增速更快
FELE
高出14.3%
-4.4%
净利率更高
FELE
高出14.1%
-7.2%
两年增速更快
MAC
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $261.7M |
| 净利润 | $34.7M | $-18.8M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 9.6% | — |
| 净利率 | 6.9% | -7.2% |
| 营收同比 | 9.9% | -4.4% |
| 净利润同比 | 10.6% | 91.1% |
| 每股收益（稀释后） | $0.77 | $-0.08 |
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FELEMAC
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $261.7M | ||
| Q3 25 | $581.7M | $253.3M | ||
| Q2 25 | $587.4M | $249.8M | ||
| Q1 25 | $455.2M | $249.2M | ||
| Q4 24 | $485.7M | $273.7M | ||
| Q3 24 | $531.4M | $220.2M | ||
| Q2 24 | $543.3M | $215.5M |
净利润FELEMAC
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $-18.8M | ||
| Q3 25 | $16.7M | $-87.4M | ||
| Q2 25 | $60.1M | $-40.9M | ||
| Q1 25 | $31.0M | $-50.1M | ||
| Q4 24 | $33.7M | $-211.2M | ||
| Q3 24 | $54.6M | $-108.2M | ||
| Q2 24 | $59.1M | $252.0M |
毛利率FELEMAC
| 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% | — | ||
| Q2 24 | 36.8% | — |
营业利润率FELEMAC
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 14.6% | — | ||
| Q2 25 | 15.0% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | 13.8% | — | ||
| Q2 24 | 14.6% | — |
净利率FELEMAC
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | -7.2% | ||
| Q3 25 | 2.9% | -34.5% | ||
| Q2 25 | 10.2% | -16.4% | ||
| Q1 25 | 6.8% | -20.1% | ||
| Q4 24 | 6.9% | -77.2% | ||
| Q3 24 | 10.3% | -49.1% | ||
| Q2 24 | 10.9% | 116.9% |
每股收益（稀释后）FELEMAC
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $-0.08 | ||
| Q3 25 | $0.37 | $-0.34 | ||
| Q2 25 | $1.31 | $-0.16 | ||
| Q1 25 | $0.67 | $-0.20 | ||
| Q4 24 | $0.73 | $-0.95 | ||
| Q3 24 | $1.17 | $-0.50 | ||
| Q2 24 | $1.26 | $1.16 |
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 | $280.2M |
| 总债务越低越好 | $134.4M | $5.1B |
| 股东权益账面价值 | $1.3B | $2.4B |
| 总资产 | $2.0B | $8.4B |
| 负债/权益比越低杠杆越低 | 0.10× | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资FELEMAC
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $280.2M | ||
| Q3 25 | $102.9M | $290.2M | ||
| Q2 25 | $104.6M | $131.1M | ||
| Q1 25 | $84.0M | $253.2M | ||
| Q4 24 | $220.5M | $89.9M | ||
| Q3 24 | $106.3M | $116.5M | ||
| Q2 24 | $58.1M | $70.7M |
总债务FELEMAC
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $5.1B | ||
| Q3 25 | $135.2M | $5.1B | ||
| Q2 25 | $14.5M | $5.2B | ||
| Q1 25 | $14.9M | $5.2B | ||
| Q4 24 | $11.6M | $4.9B | ||
| Q3 24 | $11.6M | $4.3B | ||
| Q2 24 | $87.2M | $4.4B |
股东权益FELEMAC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.4B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.3B | $2.5B | ||
| Q2 24 | $1.2B | $2.5B |
总资产FELEMAC
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $8.4B | ||
| Q3 25 | $2.0B | $8.4B | ||
| Q2 25 | $2.0B | $8.7B | ||
| Q1 25 | $1.9B | $8.7B | ||
| Q4 24 | $1.8B | $8.6B | ||
| Q3 24 | $1.8B | $7.6B | ||
| Q2 24 | $1.8B | $7.8B |
负债/权益比FELEMAC
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 2.07× | ||
| Q3 25 | 0.10× | 2.02× | ||
| Q2 25 | 0.01× | 2.02× | ||
| Q1 25 | 0.01× | 1.96× | ||
| Q4 24 | 0.01× | 1.78× | ||
| Q3 24 | 0.01× | 1.73× | ||
| Q2 24 | 0.07× | 1.75× |
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 | — | $50.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流FELEMAC
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $50.2M | ||
| Q3 25 | $102.7M | $112.4M | ||
| Q2 25 | $51.5M | $70.5M | ||
| Q1 25 | $-19.5M | $88.5M | ||
| Q4 24 | $110.3M | $54.9M | ||
| Q3 24 | $116.1M | $100.0M | ||
| Q2 24 | $36.4M | $67.4M |
自由现金流FELEMAC
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | — | ||
| Q3 25 | $91.3M | — | ||
| Q2 25 | $39.9M | — | ||
| Q1 25 | $-26.3M | — | ||
| Q4 24 | $97.5M | — | ||
| Q3 24 | $106.6M | — | ||
| Q2 24 | $26.1M | — |
自由现金流率FELEMAC
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 6.8% | — | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 20.1% | — | ||
| Q3 24 | 20.1% | — | ||
| Q2 24 | 4.8% | — |
资本支出强度FELEMAC
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 1.9% | — |
现金转化率FELEMAC
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | — | ||
| Q3 25 | 6.14× | — | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | -0.63× | — | ||
| Q4 24 | 3.28× | — | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 0.62× | 0.27× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
