vs
Fortive（FTV）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
Fortive的季度营收约是SEI INVESTMENTS CO的1.7倍（$1.0B vs $622.2M），SEI INVESTMENTS CO净利率更高（28.0% vs 5.4%，领先22.7%），SEI INVESTMENTS CO同比增速更快（13.0% vs -33.1%），过去两年SEI INVESTMENTS CO的营收复合增速更高（9.5% vs -19.5%）
Fortive是总部位于美国华盛顿州埃弗里特的工业科技集团，专注于提供互联工作流解决方案所需的核心技术，研发、生产及销售专业工程类产品、软件与服务，旗下业务分为智能运营解决方案、精密技术、先进医疗解决方案三大战略板块。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
FTV vs SEIC — 直观对比
营收规模更大
FTV
是对方的1.7倍
$622.2M
营收增速更快
SEIC
高出46.1%
-33.1%
净利率更高
SEIC
高出22.7%
5.4%
两年增速更快
SEIC
近两年复合增速
-19.5%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $622.2M |
| 净利润 | $55.0M | $174.5M |
| 毛利率 | 63.2% | — |
| 营业利润率 | 15.5% | 30.5% |
| 净利率 | 5.4% | 28.0% |
| 营收同比 | -33.1% | 13.0% |
| 净利润同比 | -75.2% | 15.0% |
| 每股收益（稀释后） | $0.16 | $1.40 |
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FTVSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | — | $607.9M | ||
| Q3 25 | $1.0B | $578.5M | ||
| Q2 25 | $1.5B | $559.6M | ||
| Q1 25 | $1.5B | $551.3M | ||
| Q4 24 | $1.6B | $557.2M | ||
| Q3 24 | $1.5B | $537.4M | ||
| Q2 24 | $1.6B | $519.0M |
净利润FTVSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | — | $172.5M | ||
| Q3 25 | $55.0M | $164.2M | ||
| Q2 25 | $166.6M | $227.1M | ||
| Q1 25 | $171.9M | $151.5M | ||
| Q4 24 | $208.8M | $155.8M | ||
| Q3 24 | $221.6M | $154.9M | ||
| Q2 24 | $195.1M | $139.1M |
毛利率FTVSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 36.8% | ||
| Q3 25 | 63.2% | 35.0% | ||
| Q2 25 | 59.0% | 33.8% | ||
| Q1 25 | 59.8% | 34.9% | ||
| Q4 24 | 60.3% | 33.1% | ||
| Q3 24 | 60.0% | 33.8% | ||
| Q2 24 | 59.8% | 32.7% |
营业利润率FTVSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | — | 26.6% | ||
| Q3 25 | 15.5% | 27.7% | ||
| Q2 25 | 14.6% | 26.6% | ||
| Q1 25 | 15.8% | 28.5% | ||
| Q4 24 | 19.0% | 26.1% | ||
| Q3 24 | 19.3% | 26.8% | ||
| Q2 24 | 19.4% | 26.3% |
净利率FTVSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | — | 28.4% | ||
| Q3 25 | 5.4% | 28.4% | ||
| Q2 25 | 11.0% | 40.6% | ||
| Q1 25 | 11.7% | 27.5% | ||
| Q4 24 | 12.9% | 28.0% | ||
| Q3 24 | 14.4% | 28.8% | ||
| Q2 24 | 12.6% | 26.8% |
每股收益（稀释后）FTVSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | — | $1.38 | ||
| Q3 25 | $0.16 | $1.30 | ||
| Q2 25 | $0.49 | $1.78 | ||
| Q1 25 | $0.50 | $1.17 | ||
| Q4 24 | $0.60 | $1.18 | ||
| Q3 24 | $0.63 | $1.19 | ||
| Q2 24 | $0.55 | $1.05 |
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 | $430.8M | $363.1M |
| 总债务越低越好 | $3.3B | $32.4M |
| 股东权益账面价值 | $6.5B | $2.5B |
| 总资产 | $11.9B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.51× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资FTVSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | — | $399.8M | ||
| Q3 25 | $430.8M | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $892.1M | $710.7M | ||
| Q4 24 | $813.3M | $839.9M | ||
| Q3 24 | $811.3M | $901.1M | ||
| Q2 24 | $644.1M | $768.3M |
总债务FTVSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | — | — | ||
| Q3 25 | $3.3B | — | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.8B | — |
股东权益FTVSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | $6.5B | $2.4B | ||
| Q2 25 | $10.4B | $2.3B | ||
| Q1 25 | $10.2B | $2.3B | ||
| Q4 24 | $10.2B | $2.3B | ||
| Q3 24 | $10.6B | $2.4B | ||
| Q2 24 | $10.5B | $2.2B |
总资产FTVSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | — | — | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $18.2B | $2.6B | ||
| Q1 25 | $17.1B | $2.6B | ||
| Q4 24 | $17.0B | $2.7B | ||
| Q3 24 | $17.5B | $2.7B | ||
| Q2 24 | $17.3B | $2.5B |
负债/权益比FTVSEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 0.36× | — |
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 | $164.4M | — |
| 自由现金流经营现金流 - 资本支出 | $153.1M | — |
| 自由现金流率自由现金流/营收 | 14.9% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | 2.99× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流FTVSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | $126.4M | ||
| Q3 25 | $164.4M | $238.3M | ||
| Q2 25 | $311.2M | $96.5M | ||
| Q1 25 | $241.7M | $146.5M | ||
| Q4 24 | $502.2M | $195.3M | ||
| Q3 24 | $459.0M | $200.0M | ||
| Q2 24 | $308.9M | $114.7M |
自由现金流FTVSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | $124.8M | ||
| Q3 25 | $153.1M | $229.6M | ||
| Q2 25 | $274.5M | $92.7M | ||
| Q1 25 | $215.0M | $137.8M | ||
| Q4 24 | $465.2M | $190.2M | ||
| Q3 24 | $431.2M | $193.7M | ||
| Q2 24 | $279.7M | $107.0M |
自由现金流率FTVSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 20.5% | ||
| Q3 25 | 14.9% | 39.7% | ||
| Q2 25 | 18.1% | 16.6% | ||
| Q1 25 | 14.6% | 25.0% | ||
| Q4 24 | 28.7% | 34.1% | ||
| Q3 24 | 28.1% | 36.0% | ||
| Q2 24 | 18.0% | 20.6% |
资本支出强度FTVSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.3% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 2.4% | 0.7% | ||
| Q1 25 | 1.8% | 1.6% | ||
| Q4 24 | 2.3% | 0.9% | ||
| Q3 24 | 1.8% | 1.2% | ||
| Q2 24 | 1.9% | 1.5% |
现金转化率FTVSEIC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | 2.99× | 1.45× | ||
| Q2 25 | 1.87× | 0.43× | ||
| Q1 25 | 1.41× | 0.97× | ||
| Q4 24 | 2.41× | 1.25× | ||
| Q3 24 | 2.07× | 1.29× | ||
| Q2 24 | 1.58× | 0.82× |
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
FTV
| Advanced Healthcare Solutions | $328.3M | 32% |
| Industrial Manufacturing | $287.9M | 28% |
| Energy And Infrastructure | $166.7M | 16% |
| Government | $88.0M | 9% |
| Retail | $82.7M | 8% |
| Other Direct End Markets | $79.6M | 8% |
SEIC
暂无分部数据
