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FULLER H B CO（FUL）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是FULLER H B CO的1.3倍（$1.1B vs $892.0M），STIFEL FINANCIAL CORP净利率更高（23.5% vs 7.5%，领先15.9%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs -2.8%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $68.9M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 5.0%）
H.B.富勒公司是总部位于美国明尼苏达州圣保罗的跨国粘合剂制造企业，全球第四大粘合剂及密封剂生产商。公司拥有超过20000种产品，广泛应用于建筑、工程、电子、卫生用品、食品包装等领域，在26个国家设有81座生产基地，2024年员工规模约7500人。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
FUL vs SF — 直观对比
营收规模更大
SF
是对方的1.3倍
$892.0M
营收增速更快
SF
高出25.8%
-2.8%
净利率更高
SF
高出15.9%
7.5%
自由现金流更多
SF
多$300.0M
$68.9M
两年增速更快
SF
近两年复合增速
5.0%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $892.0M | $1.1B |
| 净利润 | $67.2M | $264.4M |
| 毛利率 | 32.0% | — |
| 营业利润率 | 12.3% | 27.3% |
| 净利率 | 7.5% | 23.5% |
| 营收同比 | -2.8% | 23.0% |
| 净利润同比 | 21.3% | 8.3% |
| 每股收益（稀释后） | $1.22 | $2.30 |
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FULSF
| Q4 25 | — | $1.1B | ||
| Q3 25 | $892.0M | $962.6M | ||
| Q2 25 | $898.1M | $838.9M | ||
| Q1 25 | — | $842.5M | ||
| Q4 24 | — | $916.0M | ||
| Q3 24 | $917.9M | $810.9M | ||
| Q2 24 | — | $798.9M | ||
| Q1 24 | $810.4M | $768.1M |
净利润FULSF
| Q4 25 | — | $264.4M | ||
| Q3 25 | $67.2M | $211.4M | ||
| Q2 25 | $41.8M | $155.1M | ||
| Q1 25 | — | $53.0M | ||
| Q4 24 | — | $244.0M | ||
| Q3 24 | $55.4M | $158.5M | ||
| Q2 24 | — | $165.3M | ||
| Q1 24 | $31.0M | $163.6M |
毛利率FULSF
| Q4 25 | — | — | ||
| Q3 25 | 32.0% | — | ||
| Q2 25 | 31.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 30.0% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 29.5% | — |
营业利润率FULSF
| Q4 25 | — | 27.3% | ||
| Q3 25 | 12.3% | 29.7% | ||
| Q2 25 | 11.1% | 25.5% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 29.1% | ||
| Q3 24 | 11.4% | 26.7% | ||
| Q2 24 | — | 28.4% | ||
| Q1 24 | 8.3% | 28.5% |
净利率FULSF
| Q4 25 | — | 23.5% | ||
| Q3 25 | 7.5% | 22.0% | ||
| Q2 25 | 4.7% | 18.5% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 26.6% | ||
| Q3 24 | 6.0% | 19.5% | ||
| Q2 24 | — | 20.7% | ||
| Q1 24 | 3.8% | 21.3% |
每股收益（稀释后）FULSF
| Q4 25 | — | $2.30 | ||
| Q3 25 | $1.22 | $1.84 | ||
| Q2 25 | $0.76 | $1.34 | ||
| Q1 25 | — | $0.39 | ||
| Q4 24 | — | $2.10 | ||
| Q3 24 | $0.98 | $1.34 | ||
| Q2 24 | — | $1.41 | ||
| Q1 24 | $0.55 | $1.40 |
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 | $122.5M | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $2.0B | $6.0B |
| 总资产 | $5.2B | $41.3B |
| 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FULSF
| Q4 25 | — | $2.3B | ||
| Q3 25 | $122.5M | $3.2B | ||
| Q2 25 | $96.8M | $1.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $131.4M | $1.9B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | $165.2M | $3.4B |
总债务FULSF
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
股东权益FULSF
| Q4 25 | — | $6.0B | ||
| Q3 25 | $2.0B | $5.8B | ||
| Q2 25 | $1.9B | $5.6B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | — | $5.7B | ||
| Q3 24 | $1.8B | $5.6B | ||
| Q2 24 | — | $5.4B | ||
| Q1 24 | $1.8B | $5.3B |
总资产FULSF
| Q4 25 | — | $41.3B | ||
| Q3 25 | $5.2B | $41.7B | ||
| Q2 25 | $5.1B | $39.9B | ||
| Q1 25 | — | $40.4B | ||
| Q4 24 | — | $39.9B | ||
| Q3 24 | $5.0B | $38.9B | ||
| Q2 24 | — | $37.8B | ||
| Q1 24 | $4.7B | $38.3B |
负债/权益比FULSF
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $99.0M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $68.9M | $369.0M |
| 自由现金流率自由现金流/营收 | 7.7% | 32.7% |
| 资本支出强度资本支出/营收 | 3.4% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.47× | 1.45× |
| 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FULSF
| Q4 25 | — | $382.4M | ||
| Q3 25 | $99.0M | $338.3M | ||
| Q2 25 | — | $607.5M | ||
| Q1 25 | — | $-211.2M | ||
| Q4 24 | — | $694.6M | ||
| Q3 24 | $169.4M | $198.3M | ||
| Q2 24 | — | $207.2M | ||
| Q1 24 | $47.4M | $-609.7M |
自由现金流FULSF
| Q4 25 | — | $369.0M | ||
| Q3 25 | $68.9M | $321.1M | ||
| Q2 25 | — | $592.7M | ||
| Q1 25 | — | $-227.8M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | $99.9M | $185.6M | ||
| Q2 24 | — | $173.3M | ||
| Q1 24 | $4.1M | $-619.4M |
自由现金流率FULSF
| Q4 25 | — | 32.7% | ||
| Q3 25 | 7.7% | 33.4% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | -27.0% | ||
| Q4 24 | — | 73.9% | ||
| Q3 24 | 10.9% | 22.9% | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | 0.5% | -80.6% |
资本支出强度FULSF
| Q4 25 | — | 1.2% | ||
| Q3 25 | 3.4% | 1.8% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | 7.6% | 1.6% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | 5.3% | 1.3% |
现金转化率FULSF
| Q4 25 | — | 1.45× | ||
| Q3 25 | 1.47× | 1.60× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | 3.06× | 1.25× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | 1.53× | -3.73× |
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
FUL
| Hygiene Health And Consumable Adhesives | $386.1M | 43% |
| Engineering Adhesives | $272.3M | 31% |
| Building Adhesives Solutions | $233.7M | 26% |
SF
暂无分部数据
