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富兰克林电气（FELE）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
摩丁制造的季度营收约是富兰克林电气的1.6倍（$805.0M vs $500.4M），富兰克林电气净利率更高（6.9% vs -5.9%，领先12.8%），摩丁制造同比增速更快（30.5% vs 9.9%），过去两年摩丁制造的营收复合增速更高（15.5% 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。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
FELE vs MOD — 直观对比
营收规模更大
MOD
是对方的1.6倍
$500.4M
营收增速更快
MOD
高出20.6%
9.9%
净利率更高
FELE
高出12.8%
-5.9%
两年增速更快
MOD
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $805.0M |
| 净利润 | $34.7M | $-47.4M |
| 毛利率 | 35.0% | 23.1% |
| 营业利润率 | 9.6% | 11.1% |
| 净利率 | 6.9% | -5.9% |
| 营收同比 | 9.9% | 30.5% |
| 净利润同比 | 10.6% | -215.6% |
| 每股收益（稀释后） | $0.77 | $-0.90 |
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FELEMOD
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $805.0M | ||
| Q3 25 | $581.7M | $738.9M | ||
| Q2 25 | $587.4M | $682.8M | ||
| Q1 25 | $455.2M | $647.2M | ||
| Q4 24 | $485.7M | $616.8M | ||
| Q3 24 | $531.4M | $658.0M | ||
| Q2 24 | $543.3M | $661.5M |
净利润FELEMOD
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $-47.4M | ||
| Q3 25 | $16.7M | $44.4M | ||
| Q2 25 | $60.1M | $51.2M | ||
| Q1 25 | $31.0M | $49.6M | ||
| Q4 24 | $33.7M | $41.0M | ||
| Q3 24 | $54.6M | $46.1M | ||
| Q2 24 | $59.1M | $47.3M |
毛利率FELEMOD
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 23.1% | ||
| Q3 25 | 35.9% | 22.3% | ||
| Q2 25 | 36.1% | 24.2% | ||
| Q1 25 | 36.0% | 25.6% | ||
| Q4 24 | 33.8% | 24.3% | ||
| Q3 24 | 35.7% | 25.2% | ||
| Q2 24 | 36.8% | 24.6% |
营业利润率FELEMOD
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 11.1% | ||
| Q3 25 | 14.6% | 9.9% | ||
| Q2 25 | 15.0% | 11.1% | ||
| Q1 25 | 9.7% | 11.5% | ||
| Q4 24 | 8.9% | 9.6% | ||
| Q3 24 | 13.8% | 11.4% | ||
| Q2 24 | 14.6% | 11.2% |
净利率FELEMOD
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | -5.9% | ||
| Q3 25 | 2.9% | 6.0% | ||
| Q2 25 | 10.2% | 7.5% | ||
| Q1 25 | 6.8% | 7.7% | ||
| Q4 24 | 6.9% | 6.6% | ||
| Q3 24 | 10.3% | 7.0% | ||
| Q2 24 | 10.9% | 7.2% |
每股收益（稀释后）FELEMOD
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $-0.90 | ||
| Q3 25 | $0.37 | $0.83 | ||
| Q2 25 | $1.31 | $0.95 | ||
| Q1 25 | $0.67 | $0.92 | ||
| Q4 24 | $0.73 | $0.76 | ||
| Q3 24 | $1.17 | $0.86 | ||
| Q2 24 | $1.26 | $0.88 |
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 | $98.7M |
| 总债务越低越好 | $134.4M | $570.7M |
| 股东权益账面价值 | $1.3B | $1.1B |
| 总资产 | $2.0B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资FELEMOD
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $98.7M | ||
| Q3 25 | $102.9M | $83.8M | ||
| Q2 25 | $104.6M | $124.5M | ||
| Q1 25 | $84.0M | $71.6M | ||
| Q4 24 | $220.5M | $83.8M | ||
| Q3 24 | $106.3M | $78.6M | ||
| Q2 24 | $58.1M | $72.9M |
总债务FELEMOD
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $570.7M | ||
| Q3 25 | $135.2M | $525.8M | ||
| Q2 25 | $14.5M | $482.1M | ||
| Q1 25 | $14.9M | $296.7M | ||
| Q4 24 | $11.6M | $330.0M | ||
| Q3 24 | $11.6M | $359.1M | ||
| Q2 24 | $87.2M | $405.7M |
股东权益FELEMOD
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.3B | $1.0B | ||
| Q1 25 | $1.3B | $910.2M | ||
| Q4 24 | $1.3B | $855.1M | ||
| Q3 24 | $1.3B | $858.8M | ||
| Q2 24 | $1.2B | $788.4M |
总资产FELEMOD
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.5B | ||
| Q3 25 | $2.0B | $2.4B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $1.8B | $1.9B |
负债/权益比FELEMOD
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 0.51× | ||
| Q3 25 | 0.10× | 0.50× | ||
| Q2 25 | 0.01× | 0.48× | ||
| Q1 25 | 0.01× | 0.33× | ||
| Q4 24 | 0.01× | 0.39× | ||
| Q3 24 | 0.01× | 0.42× | ||
| Q2 24 | 0.07× | 0.51× |
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 | — | $24.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-17.1M |
| 自由现金流率自由现金流/营收 | — | -2.1% |
| 资本支出强度资本支出/营收 | — | 5.2% |
| 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 | — | $-20.3M |
8季度趋势，按日历期对齐
经营现金流FELEMOD
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $24.7M | ||
| Q3 25 | $102.7M | $1.4M | ||
| Q2 25 | $51.5M | $27.7M | ||
| Q1 25 | $-19.5M | $54.8M | ||
| Q4 24 | $110.3M | $60.7M | ||
| Q3 24 | $116.1M | $57.3M | ||
| Q2 24 | $36.4M | $40.5M |
自由现金流FELEMOD
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $-17.1M | ||
| Q3 25 | $91.3M | $-30.5M | ||
| Q2 25 | $39.9M | $200.0K | ||
| Q1 25 | $-26.3M | $27.1M | ||
| Q4 24 | $97.5M | $44.7M | ||
| Q3 24 | $106.6M | $43.8M | ||
| Q2 24 | $26.1M | $13.7M |
自由现金流率FELEMOD
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | -2.1% | ||
| Q3 25 | 15.7% | -4.1% | ||
| Q2 25 | 6.8% | 0.0% | ||
| Q1 25 | -5.8% | 4.2% | ||
| Q4 24 | 20.1% | 7.2% | ||
| Q3 24 | 20.1% | 6.7% | ||
| Q2 24 | 4.8% | 2.1% |
资本支出强度FELEMOD
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 5.2% | ||
| Q3 25 | 2.0% | 4.3% | ||
| Q2 25 | 2.0% | 4.0% | ||
| Q1 25 | 1.5% | 4.3% | ||
| Q4 24 | 2.6% | 2.6% | ||
| Q3 24 | 1.8% | 2.1% | ||
| Q2 24 | 1.9% | 4.1% |
现金转化率FELEMOD
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | — | ||
| Q3 25 | 6.14× | 0.03× | ||
| Q2 25 | 0.86× | 0.54× | ||
| Q1 25 | -0.63× | 1.10× | ||
| Q4 24 | 3.28× | 1.48× | ||
| Q3 24 | 2.13× | 1.24× | ||
| Q2 24 | 0.62× | 0.86× |
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
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
