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FEDERAL SIGNAL CORP(FSS)与STEWART INFORMATION SERVICES CORP(STC)财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是FEDERAL SIGNAL CORP的1.3倍($764.6M vs $597.1M),FEDERAL SIGNAL CORP净利率更高(10.2% vs 2.2%,领先8.0%),STEWART INFORMATION SERVICES CORP同比增速更快(27.7% vs 26.5%),过去两年FEDERAL SIGNAL CORP的营收复合增速更高(18.5% vs 12.7%)
联邦信号公司是20世纪早期的美国企业,主营铁路信号设备的制造业务,总部坐落于美国纽约州奥尔巴尼市,其生产的相关信号产品在当时的美国轨道交通行业得到了广泛应用,具备一定的行业知名度。
斯图尔特信息服务公司(STC)是一家主营房地产信息、产权保险及交易管理服务的企业,旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业,为美国及全球市场提供相关产品与服务,总部位于得克萨斯州休斯敦,现有员工约6350人。
FSS vs STC — 直观对比
营收规模更大
STC
是对方的1.3倍
$597.1M
营收增速更快
STC
高出1.2%
26.5%
净利率更高
FSS
高出8.0%
2.2%
两年增速更快
FSS
近两年复合增速
12.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $597.1M | $764.6M |
| 净利润 | $60.8M | $17.0M |
| 毛利率 | 28.4% | — |
| 营业利润率 | 14.0% | — |
| 净利率 | 10.2% | 2.2% |
| 营收同比 | 26.5% | 27.7% |
| 净利润同比 | 21.6% | 448.4% |
| 每股收益(稀释后) | $0.99 | — |
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
FSS
STC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $597.1M | $790.6M | ||
| Q3 25 | $555.0M | $796.9M | ||
| Q2 25 | $564.6M | $722.2M | ||
| Q1 25 | $463.8M | $612.0M | ||
| Q4 24 | $472.0M | $665.9M | ||
| Q3 24 | $474.2M | $667.9M | ||
| Q2 24 | $490.4M | $602.2M |
净利润
FSS
STC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $60.8M | $36.3M | ||
| Q3 25 | $68.1M | $44.3M | ||
| Q2 25 | $71.4M | $31.9M | ||
| Q1 25 | $46.3M | $3.1M | ||
| Q4 24 | $50.0M | $22.7M | ||
| Q3 24 | $53.9M | $30.1M | ||
| Q2 24 | $60.8M | $17.3M |
毛利率
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | 28.4% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.2% | — | ||
| Q4 24 | 28.1% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 29.4% | — |
营业利润率
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 6.5% | ||
| Q3 25 | 16.9% | 7.7% | ||
| Q2 25 | 17.3% | 6.5% | ||
| Q1 25 | 14.2% | 1.0% | ||
| Q4 24 | 14.9% | 5.3% | ||
| Q3 24 | 16.0% | 6.4% | ||
| Q2 24 | 16.5% | 4.8% |
净利率
FSS
STC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 10.2% | 4.6% | ||
| Q3 25 | 12.3% | 5.6% | ||
| Q2 25 | 12.6% | 4.4% | ||
| Q1 25 | 10.0% | 0.5% | ||
| Q4 24 | 10.6% | 3.4% | ||
| Q3 24 | 11.4% | 4.5% | ||
| Q2 24 | 12.4% | 2.9% |
每股收益(稀释后)
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | $0.99 | $1.26 | ||
| Q3 25 | $1.11 | $1.55 | ||
| Q2 25 | $1.16 | $1.13 | ||
| Q1 25 | $0.75 | $0.11 | ||
| Q4 24 | $0.80 | $0.81 | ||
| Q3 24 | $0.87 | $1.07 | ||
| Q2 24 | $0.99 | $0.62 |
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 | $63.7M | $317.5M |
| 总债务越低越好 | $564.6M | — |
| 股东权益账面价值 | $1.4B | — |
| 总资产 | $2.4B | — |
| 负债/权益比越低杠杆越低 | 0.41× | — |
8季度趋势,按日历期对齐
现金及短期投资
FSS
STC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $63.7M | $369.7M | ||
| Q3 25 | $54.4M | $233.2M | ||
| Q2 25 | $64.7M | $223.8M | ||
| Q1 25 | $57.5M | $194.2M | ||
| Q4 24 | $91.1M | $257.5M | ||
| Q3 24 | $73.7M | $228.7M | ||
| Q2 24 | $48.6M | $176.7M |
总债务
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | $564.6M | — | ||
| Q3 25 | $201.2M | — | ||
| Q2 25 | $258.3M | — | ||
| Q1 25 | $266.9M | — | ||
| Q4 24 | $204.4M | $445.8M | ||
| Q3 24 | $223.3M | — | ||
| Q2 24 | $248.8M | — |
股东权益
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B |
总资产
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $3.3B | ||
| Q3 25 | $1.9B | $2.8B | ||
| Q2 25 | $1.9B | $2.8B | ||
| Q1 25 | $1.9B | $2.7B | ||
| Q4 24 | $1.8B | $2.7B | ||
| Q3 24 | $1.7B | $2.7B | ||
| Q2 24 | $1.7B | $2.6B |
负债/权益比
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.17× | 0.32× | ||
| Q3 24 | 0.19× | — | ||
| Q2 24 | 0.23× | — |
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 | $97.2M | — |
| 自由现金流经营现金流 - 资本支出 | $89.5M | — |
| 自由现金流率自由现金流/营收 | 15.0% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 1.60× | — |
| 过去12个月自由现金流最近4个季度 | $227.1M | — |
8季度趋势,按日历期对齐
经营现金流
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | $97.2M | $89.5M | ||
| Q3 25 | $61.1M | $92.6M | ||
| Q2 25 | $59.7M | $53.4M | ||
| Q1 25 | $36.7M | $-29.9M | ||
| Q4 24 | $90.6M | $68.0M | ||
| Q3 24 | $68.8M | $76.1M | ||
| Q2 24 | $40.6M | $21.1M |
自由现金流
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | $89.5M | $62.3M | ||
| Q3 25 | $54.1M | $73.6M | ||
| Q2 25 | $52.4M | $38.7M | ||
| Q1 25 | $31.1M | $-42.2M | ||
| Q4 24 | $82.1M | $55.6M | ||
| Q3 24 | $60.9M | $67.4M | ||
| Q2 24 | $24.8M | $11.9M |
自由现金流率
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | 15.0% | 7.9% | ||
| Q3 25 | 9.7% | 9.2% | ||
| Q2 25 | 9.3% | 5.4% | ||
| Q1 25 | 6.7% | -6.9% | ||
| Q4 24 | 17.4% | 8.4% | ||
| Q3 24 | 12.8% | 10.1% | ||
| Q2 24 | 5.1% | 2.0% |
资本支出强度
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 3.4% | ||
| Q3 25 | 1.3% | 2.4% | ||
| Q2 25 | 1.3% | 2.0% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 1.8% | 1.9% | ||
| Q3 24 | 1.7% | 1.3% | ||
| Q2 24 | 3.2% | 1.5% |
现金转化率
FSS
STC
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | 2.47× | ||
| Q3 25 | 0.90× | 2.09× | ||
| Q2 25 | 0.84× | 1.67× | ||
| Q1 25 | 0.79× | -9.73× | ||
| Q4 24 | 1.81× | 2.99× | ||
| Q3 24 | 1.28× | 2.53× | ||
| Q2 24 | 0.67× | 1.22× |
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
FSS
| Vehiclesandequipment | $403.4M | 68% |
| Parts | $66.8M | 11% |
| Publicsafetyandsecurityequipment | $62.2M | 10% |
| Rentalincome | $19.0M | 3% |
| Industrialsignalingequipment | $18.2M | 3% |
| Other | $14.9M | 2% |
| Warningsystems | $12.6M | 2% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |