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FULLER H B CO（FUL）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
FULLER H B CO的季度营收约是Sylvamo Corp的1.0倍（$892.0M vs $890.0M），FULLER H B CO净利率更高（7.5% vs 3.7%，领先3.8%），FULLER H B CO同比增速更快（-2.8% vs -8.2%），FULLER H B CO自由现金流更多（$68.9M vs $38.0M），过去两年FULLER H B CO的营收复合增速更高（5.0% vs -0.8%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
FUL vs SLVM — 直观对比
营收规模更大
FUL
是对方的1.0倍
$890.0M
营收增速更快
FUL
高出5.4%
-8.2%
净利率更高
FUL
高出3.8%
3.7%
自由现金流更多
FUL
多$30.9M
$38.0M
两年增速更快
FUL
近两年复合增速
-0.8%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $892.0M | $890.0M |
| 净利润 | $67.2M | $33.0M |
| 毛利率 | 32.0% | — |
| 营业利润率 | 12.3% | 8.9% |
| 净利率 | 7.5% | 3.7% |
| 营收同比 | -2.8% | -8.2% |
| 净利润同比 | 21.3% | -59.3% |
| 每股收益（稀释后） | $1.22 | $0.81 |
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FULSLVM
| Q4 25 | — | $890.0M | ||
| Q3 25 | $892.0M | $846.0M | ||
| Q2 25 | $898.1M | $794.0M | ||
| Q1 25 | — | $821.0M | ||
| Q4 24 | — | $970.0M | ||
| Q3 24 | $917.9M | $965.0M | ||
| Q2 24 | — | $933.0M | ||
| Q1 24 | $810.4M | $905.0M |
净利润FULSLVM
| Q4 25 | — | $33.0M | ||
| Q3 25 | $67.2M | $57.0M | ||
| Q2 25 | $41.8M | $15.0M | ||
| Q1 25 | — | $27.0M | ||
| Q4 24 | — | $81.0M | ||
| Q3 24 | $55.4M | $95.0M | ||
| Q2 24 | — | $83.0M | ||
| Q1 24 | $31.0M | $43.0M |
毛利率FULSLVM
| 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FULSLVM
| Q4 25 | — | 8.9% | ||
| Q3 25 | 12.3% | 11.6% | ||
| Q2 25 | 11.1% | 3.8% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | 11.4% | 15.5% | ||
| Q2 24 | — | 13.1% | ||
| Q1 24 | 8.3% | 8.0% |
净利率FULSLVM
| Q4 25 | — | 3.7% | ||
| Q3 25 | 7.5% | 6.7% | ||
| Q2 25 | 4.7% | 1.9% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | 6.0% | 9.8% | ||
| Q2 24 | — | 8.9% | ||
| Q1 24 | 3.8% | 4.8% |
每股收益（稀释后）FULSLVM
| Q4 25 | — | $0.81 | ||
| Q3 25 | $1.22 | $1.41 | ||
| Q2 25 | $0.76 | $0.37 | ||
| Q1 25 | — | $0.65 | ||
| Q4 24 | — | $1.91 | ||
| Q3 24 | $0.98 | $2.27 | ||
| Q2 24 | — | $1.98 | ||
| Q1 24 | $0.55 | $1.02 |
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 | $198.0M |
| 总债务越低越好 | — | $763.0M |
| 股东权益账面价值 | $2.0B | $966.0M |
| 总资产 | $5.2B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资FULSLVM
| Q4 25 | — | $198.0M | ||
| Q3 25 | $122.5M | $146.0M | ||
| Q2 25 | $96.8M | $183.0M | ||
| Q1 25 | — | $220.0M | ||
| Q4 24 | — | $309.0M | ||
| Q3 24 | $131.4M | $414.0M | ||
| Q2 24 | — | $213.0M | ||
| Q1 24 | $165.2M | $218.0M |
总债务FULSLVM
| Q4 25 | — | $763.0M | ||
| Q3 25 | — | $778.0M | ||
| Q2 25 | — | $767.0M | ||
| Q1 25 | — | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M | ||
| Q1 24 | — | $921.0M |
股东权益FULSLVM
| Q4 25 | — | $966.0M | ||
| Q3 25 | $2.0B | $977.0M | ||
| Q2 25 | $1.9B | $959.0M | ||
| Q1 25 | — | $908.0M | ||
| Q4 24 | — | $847.0M | ||
| Q3 24 | $1.8B | $937.0M | ||
| Q2 24 | — | $830.0M | ||
| Q1 24 | $1.8B | $889.0M |
总资产FULSLVM
| Q4 25 | — | $2.8B | ||
| Q3 25 | $5.2B | $2.7B | ||
| Q2 25 | $5.1B | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $5.0B | $2.9B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | $4.7B | $2.6B |
负债/权益比FULSLVM
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× | ||
| Q1 24 | — | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $68.9M | $38.0M |
| 自由现金流率自由现金流/营收 | 7.7% | 4.3% |
| 资本支出强度资本支出/营收 | 3.4% | 6.3% |
| 现金转化率经营现金流/净利润 | 1.47× | 2.85× |
| 过去12个月自由现金流最近4个季度 | — | $44.0M |
8季度趋势，按日历期对齐
经营现金流FULSLVM
| Q4 25 | — | $94.0M | ||
| Q3 25 | $99.0M | $87.0M | ||
| Q2 25 | — | $64.0M | ||
| Q1 25 | — | $23.0M | ||
| Q4 24 | — | $164.0M | ||
| Q3 24 | $169.4M | $163.0M | ||
| Q2 24 | — | $115.0M | ||
| Q1 24 | $47.4M | $27.0M |
自由现金流FULSLVM
| Q4 25 | — | $38.0M | ||
| Q3 25 | $68.9M | $33.0M | ||
| Q2 25 | — | $-2.0M | ||
| Q1 25 | — | $-25.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | $99.9M | $119.0M | ||
| Q2 24 | — | $62.0M | ||
| Q1 24 | $4.1M | $-33.0M |
自由现金流率FULSLVM
| Q4 25 | — | 4.3% | ||
| Q3 25 | 7.7% | 3.9% | ||
| Q2 25 | — | -0.3% | ||
| Q1 25 | — | -3.0% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | 10.9% | 12.3% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | 0.5% | -3.6% |
资本支出强度FULSLVM
| Q4 25 | — | 6.3% | ||
| Q3 25 | 3.4% | 6.4% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 5.8% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | 7.6% | 4.6% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | 5.3% | 6.6% |
现金转化率FULSLVM
| Q4 25 | — | 2.85× | ||
| Q3 25 | 1.47× | 1.53× | ||
| Q2 25 | — | 4.27× | ||
| Q1 25 | — | 0.85× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 3.06× | 1.72× | ||
| Q2 24 | — | 1.39× | ||
| Q1 24 | 1.53× | 0.63× |
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% |
SLVM
暂无分部数据
