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富兰克林电气(FELE)与STANDARD MOTOR PRODUCTS, INC.(SMP)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STANDARD MOTOR PRODUCTS, INC.的1.3倍($500.4M vs $385.1M),富兰克林电气净利率更高(6.9% vs 2.0%,领先4.9%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs 9.9%),过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高(7.8% 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。
标准汽车产品公司(SMP)是一家汽车零部件制造商与经销商,由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立,1926年完成法人注册,总部位于纽约长岛市,在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块,为汽车售后市场供应相关零部件产品。
FELE vs SMP — 直观对比
营收规模更大
FELE
是对方的1.3倍
$385.1M
营收增速更快
SMP
高出2.2%
9.9%
净利率更高
FELE
高出4.9%
2.0%
两年增速更快
SMP
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $500.4M | $385.1M |
| 净利润 | $34.7M | $7.9M |
| 毛利率 | 35.0% | 31.7% |
| 营业利润率 | 9.6% | 5.6% |
| 净利率 | 6.9% | 2.0% |
| 营收同比 | 9.9% | 12.2% |
| 净利润同比 | 10.6% | 457.9% |
| 每股收益(稀释后) | $0.77 | $0.34 |
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
SMP
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $385.1M | ||
| Q3 25 | $581.7M | $498.8M | ||
| Q2 25 | $587.4M | $493.9M | ||
| Q1 25 | $455.2M | $413.4M | ||
| Q4 24 | $485.7M | $343.4M | ||
| Q3 24 | $531.4M | $399.3M | ||
| Q2 24 | $543.3M | $389.8M |
净利润
FELE
SMP
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $7.9M | ||
| Q3 25 | $16.7M | $-4.3M | ||
| Q2 25 | $60.1M | $25.2M | ||
| Q1 25 | $31.0M | $12.6M | ||
| Q4 24 | $33.7M | $-2.2M | ||
| Q3 24 | $54.6M | $3.8M | ||
| Q2 24 | $59.1M | $17.1M |
毛利率
FELE
SMP
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 31.7% | ||
| Q3 25 | 35.9% | 32.4% | ||
| Q2 25 | 36.1% | 30.6% | ||
| Q1 25 | 36.0% | 30.2% | ||
| Q4 24 | 33.8% | 29.4% | ||
| Q3 24 | 35.7% | 30.4% | ||
| Q2 24 | 36.8% | 28.6% |
营业利润率
FELE
SMP
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 5.6% | ||
| Q3 25 | 14.6% | 9.5% | ||
| Q2 25 | 15.0% | 8.7% | ||
| Q1 25 | 9.7% | 5.9% | ||
| Q4 24 | 8.9% | 1.1% | ||
| Q3 24 | 13.8% | 9.3% | ||
| Q2 24 | 14.6% | 6.4% |
净利率
FELE
SMP
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 2.0% | ||
| Q3 25 | 2.9% | -0.9% | ||
| Q2 25 | 10.2% | 5.1% | ||
| Q1 25 | 6.8% | 3.0% | ||
| Q4 24 | 6.9% | -0.6% | ||
| Q3 24 | 10.3% | 1.0% | ||
| Q2 24 | 10.9% | 4.4% |
每股收益(稀释后)
FELE
SMP
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $0.34 | ||
| Q3 25 | $0.37 | $-0.19 | ||
| Q2 25 | $1.31 | $1.13 | ||
| Q1 25 | $0.67 | $0.56 | ||
| Q4 24 | $0.73 | $-0.09 | ||
| Q3 24 | $1.17 | $0.17 | ||
| Q2 24 | $1.26 | $0.77 |
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 | — |
| 总债务越低越好 | $134.4M | $618.7M |
| 股东权益账面价值 | $1.3B | $683.7M |
| 总资产 | $2.0B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.10× | 0.90× |
8季度趋势,按日历期对齐
现金及短期投资
FELE
SMP
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | — | ||
| Q3 25 | $102.9M | $87.2M | ||
| Q2 25 | $104.6M | $58.8M | ||
| Q1 25 | $84.0M | $50.3M | ||
| Q4 24 | $220.5M | $44.4M | ||
| Q3 24 | $106.3M | $26.3M | ||
| Q2 24 | $58.1M | $26.2M |
总债务
FELE
SMP
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $618.7M | ||
| Q3 25 | $135.2M | $589.5M | ||
| Q2 25 | $14.5M | $636.6M | ||
| Q1 25 | $14.9M | $650.6M | ||
| Q4 24 | $11.6M | $562.3M | ||
| Q3 24 | $11.6M | $142.8M | ||
| Q2 24 | $87.2M | $208.2M |
股东权益
FELE
SMP
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $683.7M | ||
| Q3 25 | $1.3B | $677.4M | ||
| Q2 25 | $1.3B | $688.6M | ||
| Q1 25 | $1.3B | $638.0M | ||
| Q4 24 | $1.3B | $615.7M | ||
| Q3 24 | $1.3B | $638.8M | ||
| Q2 24 | $1.2B | $640.0M |
总资产
FELE
SMP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.8B | $1.4B |
负债/权益比
FELE
SMP
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 0.90× | ||
| Q3 25 | 0.10× | 0.87× | ||
| Q2 25 | 0.01× | 0.92× | ||
| Q1 25 | 0.01× | 1.02× | ||
| Q4 24 | 0.01× | 0.91× | ||
| Q3 24 | 0.01× | 0.22× | ||
| Q2 24 | 0.07× | 0.33× |
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 | — | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-37.6M |
| 自由现金流率自由现金流/营收 | — | -9.8% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势,按日历期对齐
经营现金流
FELE
SMP
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $-28.2M | ||
| Q3 25 | $102.7M | $91.6M | ||
| Q2 25 | $51.5M | $54.3M | ||
| Q1 25 | $-19.5M | $-60.2M | ||
| Q4 24 | $110.3M | $-1.5M | ||
| Q3 24 | $116.1M | $88.3M | ||
| Q2 24 | $36.4M | $35.6M |
自由现金流
FELE
SMP
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $-37.6M | ||
| Q3 25 | $91.3M | $81.5M | ||
| Q2 25 | $39.9M | $44.2M | ||
| Q1 25 | $-26.3M | $-69.4M | ||
| Q4 24 | $97.5M | $-11.4M | ||
| Q3 24 | $106.6M | $77.1M | ||
| Q2 24 | $26.1M | $22.7M |
自由现金流率
FELE
SMP
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | -9.8% | ||
| Q3 25 | 15.7% | 16.3% | ||
| Q2 25 | 6.8% | 8.9% | ||
| Q1 25 | -5.8% | -16.8% | ||
| Q4 24 | 20.1% | -3.3% | ||
| Q3 24 | 20.1% | 19.3% | ||
| Q2 24 | 4.8% | 5.8% |
资本支出强度
FELE
SMP
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 2.4% | ||
| Q3 25 | 2.0% | 2.0% | ||
| Q2 25 | 2.0% | 2.1% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 2.6% | 2.9% | ||
| Q3 24 | 1.8% | 2.8% | ||
| Q2 24 | 1.9% | 3.3% |
现金转化率
FELE
SMP
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | -3.59× | ||
| Q3 25 | 6.14× | — | ||
| Q2 25 | 0.86× | 2.15× | ||
| Q1 25 | -0.63× | -4.79× | ||
| Q4 24 | 3.28× | — | ||
| Q3 24 | 2.13× | 23.19× | ||
| Q2 24 | 0.62× | 2.09× |
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
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |