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化石集团（FOSL）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
STANDARD MOTOR PRODUCTS, INC.的季度营收约是化石集团的1.4倍（$385.1M vs $270.2M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -14.8%，领先16.9%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -21.1%），化石集团自由现金流更多（$-22.5M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs -11.4%）
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
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。
FOSL vs SMP — 直观对比
营收规模更大
SMP
是对方的1.4倍
$270.2M
营收增速更快
SMP
高出33.2%
-21.1%
净利率更高
SMP
高出16.9%
-14.8%
自由现金流更多
FOSL
多$15.1M
$-37.6M
两年增速更快
SMP
近两年复合增速
-11.4%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.2M | $385.1M |
| 净利润 | $-40.0M | $7.9M |
| 毛利率 | 49.0% | 31.7% |
| 营业利润率 | -8.0% | 5.6% |
| 净利率 | -14.8% | 2.0% |
| 营收同比 | -21.1% | 12.2% |
| 净利润同比 | -257.8% | 457.9% |
| 每股收益（稀释后） | $-0.76 | $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FOSLSMP
| Q4 25 | $270.2M | $385.1M | ||
| Q3 25 | $220.4M | $498.8M | ||
| Q2 25 | $233.3M | $493.9M | ||
| Q1 25 | — | $413.4M | ||
| Q4 24 | $342.3M | $343.4M | ||
| Q3 24 | $287.8M | $399.3M | ||
| Q2 24 | $260.0M | $389.8M | ||
| Q1 24 | $254.9M | $331.4M |
净利润FOSLSMP
| Q4 25 | $-40.0M | $7.9M | ||
| Q3 25 | $-2.1M | $-4.3M | ||
| Q2 25 | $-17.9M | $25.2M | ||
| Q1 25 | — | $12.6M | ||
| Q4 24 | $-11.2M | $-2.2M | ||
| Q3 24 | $-31.9M | $3.8M | ||
| Q2 24 | $-38.8M | $17.1M | ||
| Q1 24 | $-24.3M | $8.8M |
毛利率FOSLSMP
| Q4 25 | 49.0% | 31.7% | ||
| Q3 25 | 57.5% | 32.4% | ||
| Q2 25 | 61.3% | 30.6% | ||
| Q1 25 | — | 30.2% | ||
| Q4 24 | 53.9% | 29.4% | ||
| Q3 24 | 49.4% | 30.4% | ||
| Q2 24 | 52.6% | 28.6% | ||
| Q1 24 | 52.4% | 27.0% |
营业利润率FOSLSMP
| Q4 25 | -8.0% | 5.6% | ||
| Q3 25 | 3.9% | 9.5% | ||
| Q2 25 | -2.9% | 8.7% | ||
| Q1 25 | — | 5.9% | ||
| Q4 24 | -4.8% | 1.1% | ||
| Q3 24 | -8.5% | 9.3% | ||
| Q2 24 | -13.1% | 6.4% | ||
| Q1 24 | -11.5% | 4.4% |
净利率FOSLSMP
| Q4 25 | -14.8% | 2.0% | ||
| Q3 25 | -1.0% | -0.9% | ||
| Q2 25 | -7.7% | 5.1% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | -3.3% | -0.6% | ||
| Q3 24 | -11.1% | 1.0% | ||
| Q2 24 | -14.9% | 4.4% | ||
| Q1 24 | -9.5% | 2.7% |
每股收益（稀释后）FOSLSMP
| Q4 25 | $-0.76 | $0.34 | ||
| Q3 25 | $-0.04 | $-0.19 | ||
| Q2 25 | $-0.33 | $1.13 | ||
| Q1 25 | — | $0.56 | ||
| Q4 24 | $-0.15 | $-0.09 | ||
| Q3 24 | $-0.60 | $0.17 | ||
| Q2 24 | $-0.73 | $0.77 | ||
| Q1 24 | $-0.46 | $0.39 |
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 | $79.2M | — |
| 总债务越低越好 | $169.1M | $618.7M |
| 股东权益账面价值 | $112.6M | $683.7M |
| 总资产 | $701.0M | $2.0B |
| 负债/权益比越低杠杆越低 | 1.50× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资FOSLSMP
| Q4 25 | $79.2M | — | ||
| Q3 25 | $109.9M | $87.2M | ||
| Q2 25 | $78.3M | $58.8M | ||
| Q1 25 | — | $50.3M | ||
| Q4 24 | $123.6M | $44.4M | ||
| Q3 24 | $106.3M | $26.3M | ||
| Q2 24 | $104.9M | $26.2M | ||
| Q1 24 | $112.9M | $27.1M |
总债务FOSLSMP
| Q4 25 | $169.1M | $618.7M | ||
| Q3 25 | $165.6M | $589.5M | ||
| Q2 25 | $167.2M | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | $162.7M | $562.3M | ||
| Q3 24 | $173.4M | $142.8M | ||
| Q2 24 | $156.5M | $208.2M | ||
| Q1 24 | $202.9M | $214.9M |
股东权益FOSLSMP
| Q4 25 | $112.6M | $683.7M | ||
| Q3 25 | $150.3M | $677.4M | ||
| Q2 25 | $140.6M | $688.6M | ||
| Q1 25 | — | $638.0M | ||
| Q4 24 | $148.7M | $615.7M | ||
| Q3 24 | $164.4M | $638.8M | ||
| Q2 24 | $189.6M | $640.0M | ||
| Q1 24 | $229.1M | $639.1M |
总资产FOSLSMP
| Q4 25 | $701.0M | $2.0B | ||
| Q3 25 | $704.5M | $2.0B | ||
| Q2 25 | $686.0M | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $763.6M | $1.8B | ||
| Q3 24 | $812.4M | $1.4B | ||
| Q2 24 | $785.7M | $1.4B | ||
| Q1 24 | $891.0M | $1.4B |
负债/权益比FOSLSMP
| Q4 25 | 1.50× | 0.90× | ||
| Q3 25 | 1.10× | 0.87× | ||
| Q2 25 | 1.19× | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | 1.09× | 0.91× | ||
| Q3 24 | 1.06× | 0.22× | ||
| Q2 24 | 0.83× | 0.33× | ||
| Q1 24 | 0.89× | 0.34× |
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 | $-22.2M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $-22.5M | $-37.6M |
| 自由现金流率自由现金流/营收 | -8.3% | -9.8% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $-46.0M | $18.7M |
8季度趋势，按日历期对齐
经营现金流FOSLSMP
| Q4 25 | $-22.2M | $-28.2M | ||
| Q3 25 | $9.4M | $91.6M | ||
| Q2 25 | $-60.4M | $54.3M | ||
| Q1 25 | — | $-60.2M | ||
| Q4 24 | $30.5M | $-1.5M | ||
| Q3 24 | $-22.8M | $88.3M | ||
| Q2 24 | $38.4M | $35.6M | ||
| Q1 24 | $622.0K | $-45.7M |
自由现金流FOSLSMP
| Q4 25 | $-22.5M | $-37.6M | ||
| Q3 25 | $8.6M | $81.5M | ||
| Q2 25 | $-60.6M | $44.2M | ||
| Q1 25 | — | $-69.4M | ||
| Q4 24 | $28.5M | $-11.4M | ||
| Q3 24 | $-24.1M | $77.1M | ||
| Q2 24 | $36.6M | $22.7M | ||
| Q1 24 | $-1.1M | $-55.8M |
自由现金流率FOSLSMP
| Q4 25 | -8.3% | -9.8% | ||
| Q3 25 | 3.9% | 16.3% | ||
| Q2 25 | -26.0% | 8.9% | ||
| Q1 25 | — | -16.8% | ||
| Q4 24 | 8.3% | -3.3% | ||
| Q3 24 | -8.4% | 19.3% | ||
| Q2 24 | 14.1% | 5.8% | ||
| Q1 24 | -0.4% | -16.8% |
资本支出强度FOSLSMP
| Q4 25 | 0.1% | 2.4% | ||
| Q3 25 | 0.4% | 2.0% | ||
| Q2 25 | 0.1% | 2.1% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 0.6% | 2.9% | ||
| Q3 24 | 0.4% | 2.8% | ||
| Q2 24 | 0.7% | 3.3% | ||
| Q1 24 | 0.7% | 3.0% |
现金转化率FOSLSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | — | -5.18× |
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
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
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% |
