vs
富兰克林电气(FELE)与医疗房产信托(SVC)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医疗房产信托的1.7倍($500.4M vs $296.5M),富兰克林电气净利率更高(6.9% vs -0.3%,领先7.2%),富兰克林电气同比增速更快(9.9% vs -17.0%),过去两年富兰克林电气的营收复合增速更高(-4.0% vs -6.1%)
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。
医疗房产信托(MPT)是总部位于阿拉巴马州伯明翰的国际房地产投资信托(REIT),主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式,原产权方出售房产给MPT后成为承租租户,其租户普遍签订长期三净租约。
FELE vs SVC — 直观对比
营收规模更大
FELE
是对方的1.7倍
$296.5M
营收增速更快
FELE
高出26.9%
-17.0%
净利率更高
FELE
高出7.2%
-0.3%
两年增速更快
FELE
近两年复合增速
-6.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $500.4M | $296.5M |
| 净利润 | $34.7M | $-782.0K |
| 毛利率 | 35.0% | — |
| 营业利润率 | 9.6% | -3.9% |
| 净利率 | 6.9% | -0.3% |
| 营收同比 | 9.9% | -17.0% |
| 净利润同比 | 10.6% | 99.0% |
| 每股收益(稀释后) | $0.77 | $-0.01 |
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
SVC
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $296.5M | ||
| Q3 25 | $581.7M | $377.6M | ||
| Q2 25 | $587.4M | $404.4M | ||
| Q1 25 | $455.2M | $335.0M | ||
| Q4 24 | $485.7M | $357.0M | ||
| Q3 24 | $531.4M | $390.9M | ||
| Q2 24 | $543.3M | $412.5M |
净利润
FELE
SVC
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $-782.0K | ||
| Q3 25 | $16.7M | $-46.9M | ||
| Q2 25 | $60.1M | $-38.2M | ||
| Q1 25 | $31.0M | $-116.4M | ||
| Q4 24 | $33.7M | $-76.4M | ||
| Q3 24 | $54.6M | $-46.9M | ||
| Q2 24 | $59.1M | $-73.8M |
毛利率
FELE
SVC
| 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
FELE
SVC
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | -3.9% | ||
| Q3 25 | 14.6% | -12.8% | ||
| Q2 25 | 15.0% | -9.2% | ||
| Q1 25 | 9.7% | -33.3% | ||
| Q4 24 | 8.9% | -19.4% | ||
| Q3 24 | 13.8% | -12.8% | ||
| Q2 24 | 14.6% | -17.1% |
净利率
FELE
SVC
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | -0.3% | ||
| Q3 25 | 2.9% | -12.4% | ||
| Q2 25 | 10.2% | -9.4% | ||
| Q1 25 | 6.8% | -34.8% | ||
| Q4 24 | 6.9% | -21.4% | ||
| Q3 24 | 10.3% | -12.0% | ||
| Q2 24 | 10.9% | -17.9% |
每股收益(稀释后)
FELE
SVC
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $-0.01 | ||
| Q3 25 | $0.37 | $-0.28 | ||
| Q2 25 | $1.31 | $-0.23 | ||
| Q1 25 | $0.67 | $-0.70 | ||
| Q4 24 | $0.73 | $-0.46 | ||
| Q3 24 | $1.17 | $-0.28 | ||
| Q2 24 | $1.26 | $-0.45 |
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 | $346.8M |
| 总债务越低越好 | $134.4M | $5.5B |
| 股东权益账面价值 | $1.3B | $646.1M |
| 总资产 | $2.0B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.10× | 8.52× |
8季度趋势,按日历期对齐
现金及短期投资
FELE
SVC
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $346.8M | ||
| Q3 25 | $102.9M | $417.4M | ||
| Q2 25 | $104.6M | $63.2M | ||
| Q1 25 | $84.0M | $80.1M | ||
| Q4 24 | $220.5M | $143.5M | ||
| Q3 24 | $106.3M | $48.6M | ||
| Q2 24 | $58.1M | $14.6M |
总债务
FELE
SVC
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | $5.5B | ||
| Q3 25 | $135.2M | — | ||
| Q2 25 | $14.5M | — | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $11.6M | $5.8B | ||
| Q3 24 | $11.6M | — | ||
| Q2 24 | $87.2M | — |
股东权益
FELE
SVC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $646.1M | ||
| Q3 25 | $1.3B | $647.9M | ||
| Q2 25 | $1.3B | $695.9M | ||
| Q1 25 | $1.3B | $734.6M | ||
| Q4 24 | $1.3B | $851.9M | ||
| Q3 24 | $1.3B | $929.0M | ||
| Q2 24 | $1.2B | $1.0B |
总资产
FELE
SVC
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $6.5B | ||
| Q3 25 | $2.0B | $7.0B | ||
| Q2 25 | $2.0B | $6.9B | ||
| Q1 25 | $1.9B | $7.0B | ||
| Q4 24 | $1.8B | $7.1B | ||
| Q3 24 | $1.8B | $7.1B | ||
| Q2 24 | $1.8B | $7.1B |
负债/权益比
FELE
SVC
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | 8.52× | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | 6.85× | ||
| 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 | — | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-95.2M |
| 自由现金流率自由现金流/营收 | — | -32.1% |
| 资本支出强度资本支出/营收 | — | 25.9% |
| 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 | — | $-107.0M |
8季度趋势,按日历期对齐
经营现金流
FELE
SVC
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $-18.5M | ||
| Q3 25 | $102.7M | $98.1M | ||
| Q2 25 | $51.5M | $-7.0K | ||
| Q1 25 | $-19.5M | $38.2M | ||
| Q4 24 | $110.3M | $-9.7M | ||
| Q3 24 | $116.1M | $106.2M | ||
| Q2 24 | $36.4M | $43.8M |
自由现金流
FELE
SVC
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $-95.2M | ||
| Q3 25 | $91.3M | $57.9M | ||
| Q2 25 | $39.9M | $-46.6M | ||
| Q1 25 | $-26.3M | $-23.2M | ||
| Q4 24 | $97.5M | $-88.9M | ||
| Q3 24 | $106.6M | $24.1M | ||
| Q2 24 | $26.1M | $-22.3M |
自由现金流率
FELE
SVC
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | -32.1% | ||
| Q3 25 | 15.7% | 15.3% | ||
| Q2 25 | 6.8% | -11.5% | ||
| Q1 25 | -5.8% | -6.9% | ||
| Q4 24 | 20.1% | -24.9% | ||
| Q3 24 | 20.1% | 6.2% | ||
| Q2 24 | 4.8% | -5.4% |
资本支出强度
FELE
SVC
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 25.9% | ||
| Q3 25 | 2.0% | 10.6% | ||
| Q2 25 | 2.0% | 11.5% | ||
| Q1 25 | 1.5% | 18.3% | ||
| Q4 24 | 2.6% | 22.2% | ||
| Q3 24 | 1.8% | 21.0% | ||
| Q2 24 | 1.9% | 16.0% |
现金转化率
FELE
SVC
| 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× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图