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富兰克林电气（FELE）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是富兰克林电气的1.9倍（$934.8M vs $500.4M），森萨塔科技净利率更高（9.3% vs 6.9%，领先2.4%），富兰克林电气同比增速更快（9.9% vs 2.6%），过去两年富兰克林电气的营收复合增速更高（-4.0% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
FELE vs ST — 直观对比
营收规模更大
ST
是对方的1.9倍
$500.4M
营收增速更快
FELE
高出7.3%
2.6%
净利率更高
ST
高出2.4%
6.9%
两年增速更快
FELE
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $934.8M |
| 净利润 | $34.7M | $87.1M |
| 毛利率 | 35.0% | 30.6% |
| 营业利润率 | 9.6% | 15.1% |
| 净利率 | 6.9% | 9.3% |
| 营收同比 | 9.9% | 2.6% |
| 净利润同比 | 10.6% | 24.6% |
| 每股收益（稀释后） | $0.77 | $0.59 |
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FELEST
| Q1 26 | $500.4M | $934.8M | ||
| Q4 25 | $506.9M | $917.9M | ||
| Q3 25 | $581.7M | $932.0M | ||
| Q2 25 | $587.4M | $943.4M | ||
| Q1 25 | $455.2M | $911.3M | ||
| Q4 24 | $485.7M | $907.7M | ||
| Q3 24 | $531.4M | $982.8M | ||
| Q2 24 | $543.3M | $1.0B |
净利润FELEST
| Q1 26 | $34.7M | $87.1M | ||
| Q4 25 | $39.3M | $63.2M | ||
| Q3 25 | $16.7M | $-162.5M | ||
| Q2 25 | $60.1M | $60.7M | ||
| Q1 25 | $31.0M | $69.9M | ||
| Q4 24 | $33.7M | $5.8M | ||
| Q3 24 | $54.6M | $-25.0M | ||
| Q2 24 | $59.1M | $71.7M |
毛利率FELEST
| Q1 26 | 35.0% | 30.6% | ||
| Q4 25 | 33.8% | 29.0% | ||
| Q3 25 | 35.9% | 27.8% | ||
| Q2 25 | 36.1% | 30.3% | ||
| Q1 25 | 36.0% | 29.9% | ||
| Q4 24 | 33.8% | 27.1% | ||
| Q3 24 | 35.7% | 28.6% | ||
| Q2 24 | 36.8% | 30.0% |
营业利润率FELEST
| Q1 26 | 9.6% | 15.1% | ||
| Q4 25 | 10.2% | 10.9% | ||
| Q3 25 | 14.6% | -13.2% | ||
| Q2 25 | 15.0% | 14.6% | ||
| Q1 25 | 9.7% | 13.4% | ||
| Q4 24 | 8.9% | 8.1% | ||
| Q3 24 | 13.8% | -20.3% | ||
| Q2 24 | 14.6% | 12.5% |
净利率FELEST
| Q1 26 | 6.9% | 9.3% | ||
| Q4 25 | 7.7% | 6.9% | ||
| Q3 25 | 2.9% | -17.4% | ||
| Q2 25 | 10.2% | 6.4% | ||
| Q1 25 | 6.8% | 7.7% | ||
| Q4 24 | 6.9% | 0.6% | ||
| Q3 24 | 10.3% | -2.5% | ||
| Q2 24 | 10.9% | 6.9% |
每股收益（稀释后）FELEST
| Q1 26 | $0.77 | $0.59 | ||
| Q4 25 | $0.87 | $0.45 | ||
| Q3 25 | $0.37 | $-1.12 | ||
| Q2 25 | $1.31 | $0.41 | ||
| Q1 25 | $0.67 | $0.47 | ||
| Q4 24 | $0.73 | $0.05 | ||
| Q3 24 | $1.17 | $-0.17 | ||
| Q2 24 | $1.26 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | $134.4M | — |
| 股东权益账面价值 | $1.3B | $2.9B |
| 总资产 | $2.0B | $6.8B |
| 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FELEST
| Q1 26 | $80.4M | $635.1M | ||
| Q4 25 | $99.7M | $573.0M | ||
| Q3 25 | $102.9M | $791.3M | ||
| Q2 25 | $104.6M | $661.8M | ||
| Q1 25 | $84.0M | $588.1M | ||
| Q4 24 | $220.5M | $593.7M | ||
| Q3 24 | $106.3M | $506.2M | ||
| Q2 24 | $58.1M | $1.0B |
总债务FELEST
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $2.8B | ||
| Q3 25 | $135.2M | — | ||
| Q2 25 | $14.5M | — | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $11.6M | $3.2B | ||
| Q3 24 | $11.6M | — | ||
| Q2 24 | $87.2M | — |
股东权益FELEST
| Q1 26 | $1.3B | $2.9B | ||
| Q4 25 | $1.3B | $2.8B | ||
| Q3 25 | $1.3B | $2.7B | ||
| Q2 25 | $1.3B | $2.9B | ||
| Q1 25 | $1.3B | $2.8B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $1.3B | $3.0B | ||
| Q2 24 | $1.2B | $3.0B |
总资产FELEST
| Q1 26 | $2.0B | $6.8B | ||
| Q4 25 | $1.9B | $6.8B | ||
| Q3 25 | $2.0B | $7.1B | ||
| Q2 25 | $2.0B | $7.3B | ||
| Q1 25 | $1.9B | $7.2B | ||
| Q4 24 | $1.8B | $7.1B | ||
| Q3 24 | $1.8B | $7.3B | ||
| Q2 24 | $1.8B | $8.2B |
负债/权益比FELEST
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 1.02× | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | 1.11× | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | 0.07× | — |
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 | — | $122.5M |
| 自由现金流经营现金流 - 资本支出 | — | $104.6M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 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 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | $508.3M |
8季度趋势，按日历期对齐
经营现金流FELEST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $104.2M | $201.5M | ||
| Q3 25 | $102.7M | $159.9M | ||
| Q2 25 | $51.5M | $140.9M | ||
| Q1 25 | $-19.5M | $119.2M | ||
| Q4 24 | $110.3M | $170.7M | ||
| Q3 24 | $116.1M | $130.9M | ||
| Q2 24 | $36.4M | $143.5M |
自由现金流FELEST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $88.7M | $151.9M | ||
| Q3 25 | $91.3M | $136.2M | ||
| Q2 25 | $39.9M | $115.5M | ||
| Q1 25 | $-26.3M | $86.6M | ||
| Q4 24 | $97.5M | $138.9M | ||
| Q3 24 | $106.6M | $91.3M | ||
| Q2 24 | $26.1M | $98.4M |
自由现金流率FELEST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 17.5% | 16.6% | ||
| Q3 25 | 15.7% | 14.6% | ||
| Q2 25 | 6.8% | 12.2% | ||
| Q1 25 | -5.8% | 9.5% | ||
| Q4 24 | 20.1% | 15.3% | ||
| Q3 24 | 20.1% | 9.3% | ||
| Q2 24 | 4.8% | 9.5% |
资本支出强度FELEST
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 5.4% | ||
| Q3 25 | 2.0% | 2.5% | ||
| Q2 25 | 2.0% | 2.7% | ||
| Q1 25 | 1.5% | 3.6% | ||
| Q4 24 | 2.6% | 3.5% | ||
| Q3 24 | 1.8% | 4.0% | ||
| Q2 24 | 1.9% | 4.4% |
现金转化率FELEST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 2.65× | 3.19× | ||
| Q3 25 | 6.14× | — | ||
| Q2 25 | 0.86× | 2.32× | ||
| Q1 25 | -0.63× | 1.70× | ||
| Q4 24 | 3.28× | 29.50× | ||
| Q3 24 | 2.13× | — | ||
| Q2 24 | 0.62× | 2.00× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
