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富兰克林电气（FELE）与沃茨水工业（WTS）财务数据对比。点击上方公司名可切换其他公司
沃茨水工业的季度营收约是富兰克林电气的1.2倍（$625.1M vs $500.4M），沃茨水工业净利率更高（13.4% vs 6.9%，领先6.5%），沃茨水工业同比增速更快（15.7% vs 9.9%），过去两年沃茨水工业的营收复合增速更高（4.6% 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。
沃茨水工业旗下AERCO是暖通管道领域的商用冷凝锅炉、高效热水设备及能量回收系统供应商，服务覆盖教育、住宿、政府、办公楼、医疗、工业、多户型住宅等多元市场，1949年推出行业首款半即热式无罐蒸汽热水器，1988年推出首款冷凝全调制设备。
FELE vs WTS — 直观对比
营收规模更大
WTS
是对方的1.2倍
$500.4M
营收增速更快
WTS
高出5.7%
9.9%
净利率更高
WTS
高出6.5%
6.9%
两年增速更快
WTS
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $500.4M | $625.1M |
| 净利润 | $34.7M | $83.7M |
| 毛利率 | 35.0% | 49.5% |
| 营业利润率 | 9.6% | 18.2% |
| 净利率 | 6.9% | 13.4% |
| 营收同比 | 9.9% | 15.7% |
| 净利润同比 | 10.6% | 24.0% |
| 每股收益（稀释后） | $0.77 | $2.50 |
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FELEWTS
| Q1 26 | $500.4M | — | ||
| Q4 25 | $506.9M | $625.1M | ||
| Q3 25 | $581.7M | $611.7M | ||
| Q2 25 | $587.4M | $643.7M | ||
| Q1 25 | $455.2M | $558.0M | ||
| Q4 24 | $485.7M | $540.4M | ||
| Q3 24 | $531.4M | $543.6M | ||
| Q2 24 | $543.3M | $597.3M |
净利润FELEWTS
| Q1 26 | $34.7M | — | ||
| Q4 25 | $39.3M | $83.7M | ||
| Q3 25 | $16.7M | $82.2M | ||
| Q2 25 | $60.1M | $100.9M | ||
| Q1 25 | $31.0M | $74.0M | ||
| Q4 24 | $33.7M | $67.5M | ||
| Q3 24 | $54.6M | $69.1M | ||
| Q2 24 | $59.1M | $82.0M |
毛利率FELEWTS
| Q1 26 | 35.0% | — | ||
| Q4 25 | 33.8% | 49.5% | ||
| Q3 25 | 35.9% | 48.8% | ||
| Q2 25 | 36.1% | 50.6% | ||
| Q1 25 | 36.0% | 48.8% | ||
| Q4 24 | 33.8% | 46.7% | ||
| Q3 24 | 35.7% | 47.3% | ||
| Q2 24 | 36.8% | 47.7% |
营业利润率FELEWTS
| Q1 26 | 9.6% | — | ||
| Q4 25 | 10.2% | 18.2% | ||
| Q3 25 | 14.6% | 18.2% | ||
| Q2 25 | 15.0% | 21.0% | ||
| Q1 25 | 9.7% | 15.7% | ||
| Q4 24 | 8.9% | 16.5% | ||
| Q3 24 | 13.8% | 17.1% | ||
| Q2 24 | 14.6% | 18.7% |
净利率FELEWTS
| Q1 26 | 6.9% | — | ||
| Q4 25 | 7.7% | 13.4% | ||
| Q3 25 | 2.9% | 13.4% | ||
| Q2 25 | 10.2% | 15.7% | ||
| Q1 25 | 6.8% | 13.3% | ||
| Q4 24 | 6.9% | 12.5% | ||
| Q3 24 | 10.3% | 12.7% | ||
| Q2 24 | 10.9% | 13.7% |
每股收益（稀释后）FELEWTS
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.87 | $2.50 | ||
| Q3 25 | $0.37 | $2.45 | ||
| Q2 25 | $1.31 | $3.01 | ||
| Q1 25 | $0.67 | $2.21 | ||
| Q4 24 | $0.73 | $2.02 | ||
| Q3 24 | $1.17 | $2.06 | ||
| Q2 24 | $1.26 | $2.44 |
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 | $405.5M |
| 总债务越低越好 | $134.4M | — |
| 股东权益账面价值 | $1.3B | $2.0B |
| 总资产 | $2.0B | $2.9B |
| 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FELEWTS
| Q1 26 | $80.4M | — | ||
| Q4 25 | $99.7M | $405.5M | ||
| Q3 25 | $102.9M | $457.7M | ||
| Q2 25 | $104.6M | $369.3M | ||
| Q1 25 | $84.0M | $336.8M | ||
| Q4 24 | $220.5M | $386.9M | ||
| Q3 24 | $106.3M | $303.9M | ||
| Q2 24 | $58.1M | $279.4M |
总债务FELEWTS
| Q1 26 | $134.4M | — | ||
| Q4 25 | $135.2M | — | ||
| Q3 25 | $135.2M | — | ||
| Q2 25 | $14.5M | — | ||
| Q1 25 | $14.9M | — | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $11.6M | — | ||
| Q2 24 | $87.2M | — |
股东权益FELEWTS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $1.2B | $1.6B |
总资产FELEWTS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.9B | $2.9B | ||
| Q3 25 | $2.0B | $2.7B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | $1.8B | $2.4B | ||
| Q3 24 | $1.8B | $2.4B | ||
| Q2 24 | $1.8B | $2.4B |
负债/权益比FELEWTS
| Q1 26 | 0.10× | — | ||
| Q4 25 | 0.10× | — | ||
| Q3 25 | 0.10× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| 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 | — | $154.7M |
| 自由现金流经营现金流 - 资本支出 | — | $140.3M |
| 自由现金流率自由现金流/营收 | — | 22.4% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $356.3M |
8季度趋势，按日历期对齐
经营现金流FELEWTS
| Q1 26 | — | — | ||
| Q4 25 | $104.2M | $154.7M | ||
| Q3 25 | $102.7M | $122.4M | ||
| Q2 25 | $51.5M | $69.7M | ||
| Q1 25 | $-19.5M | $55.2M | ||
| Q4 24 | $110.3M | $139.5M | ||
| Q3 24 | $116.1M | $90.7M | ||
| Q2 24 | $36.4M | $85.3M |
自由现金流FELEWTS
| Q1 26 | — | — | ||
| Q4 25 | $88.7M | $140.3M | ||
| Q3 25 | $91.3M | $110.9M | ||
| Q2 25 | $39.9M | $59.5M | ||
| Q1 25 | $-26.3M | $45.6M | ||
| Q4 24 | $97.5M | $127.5M | ||
| Q3 24 | $106.6M | $84.3M | ||
| Q2 24 | $26.1M | $78.5M |
自由现金流率FELEWTS
| Q1 26 | — | — | ||
| Q4 25 | 17.5% | 22.4% | ||
| Q3 25 | 15.7% | 18.1% | ||
| Q2 25 | 6.8% | 9.2% | ||
| Q1 25 | -5.8% | 8.2% | ||
| Q4 24 | 20.1% | 23.6% | ||
| Q3 24 | 20.1% | 15.5% | ||
| Q2 24 | 4.8% | 13.1% |
资本支出强度FELEWTS
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 2.3% | ||
| Q3 25 | 2.0% | 1.9% | ||
| Q2 25 | 2.0% | 1.6% | ||
| Q1 25 | 1.5% | 1.7% | ||
| Q4 24 | 2.6% | 2.2% | ||
| Q3 24 | 1.8% | 1.2% | ||
| Q2 24 | 1.9% | 1.1% |
现金转化率FELEWTS
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 1.85× | ||
| Q3 25 | 6.14× | 1.49× | ||
| Q2 25 | 0.86× | 0.69× | ||
| Q1 25 | -0.63× | 0.75× | ||
| Q4 24 | 3.28× | 2.07× | ||
| Q3 24 | 2.13× | 1.31× | ||
| Q2 24 | 0.62× | 1.04× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
