vs
镜泰（GNTX）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
摩丁制造的季度营收约是镜泰的1.2倍（$805.0M vs $644.4M）。镜泰净利率更高（14.5% vs -5.9%，领先20.4%）。摩丁制造同比增速更快（30.5% vs 19.0%）。镜泰自由现金流更多（$99.8M vs $-17.1M）。过去两年摩丁制造的营收复合增速更高（15.5% vs 4.5%）
镜泰（Gentex Corp）是美国电子科技企业，面向汽车行业研发生产自动防眩目后视镜、摄像头式驾驶辅助系统等产品，为各类航空市场供应可调光飞机舷窗，同时面向北美消防市场提供光电烟雾探测器、信号设备及HomeLink无线系列产品。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
GNTX vs MOD — 直观对比
营收规模更大
MOD
是对方的1.2倍
$644.4M
营收增速更快
MOD
高出11.5%
19.0%
净利率更高
GNTX
高出20.4%
-5.9%
自由现金流更多
GNTX
多$116.9M
$-17.1M
两年增速更快
MOD
近两年复合增速
4.5%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $644.4M | $805.0M |
| 净利润 | $93.3M | $-47.4M |
| 毛利率 | 34.8% | 23.1% |
| 营业利润率 | 18.6% | 11.1% |
| 净利率 | 14.5% | -5.9% |
| 营收同比 | 19.0% | 30.5% |
| 净利润同比 | 6.4% | -215.6% |
| 每股收益（稀释后） | $0.43 | $-0.90 |
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GNTXMOD
| Q4 25 | $644.4M | $805.0M | ||
| Q3 25 | $655.2M | $738.9M | ||
| Q2 25 | $657.9M | $682.8M | ||
| Q1 25 | $576.8M | $647.2M | ||
| Q4 24 | $541.6M | $616.8M | ||
| Q3 24 | $608.5M | $658.0M | ||
| Q2 24 | $572.9M | $661.5M | ||
| Q1 24 | $590.2M | $603.5M |
净利润GNTXMOD
| Q4 25 | $93.3M | $-47.4M | ||
| Q3 25 | $101.0M | $44.4M | ||
| Q2 25 | $96.0M | $51.2M | ||
| Q1 25 | $94.9M | $49.6M | ||
| Q4 24 | $87.7M | $41.0M | ||
| Q3 24 | $122.5M | $46.1M | ||
| Q2 24 | $86.0M | $47.3M | ||
| Q1 24 | $108.2M | $25.8M |
毛利率GNTXMOD
| Q4 25 | 34.8% | 23.1% | ||
| Q3 25 | 34.4% | 22.3% | ||
| Q2 25 | 34.2% | 24.2% | ||
| Q1 25 | 33.2% | 25.6% | ||
| Q4 24 | 32.5% | 24.3% | ||
| Q3 24 | 33.5% | 25.2% | ||
| Q2 24 | 32.9% | 24.6% | ||
| Q1 24 | 34.3% | 22.4% |
营业利润率GNTXMOD
| Q4 25 | 18.6% | 11.1% | ||
| Q3 25 | 18.7% | 9.9% | ||
| Q2 25 | 18.0% | 11.1% | ||
| Q1 25 | 19.6% | 11.5% | ||
| Q4 24 | 16.6% | 9.6% | ||
| Q3 24 | 20.7% | 11.4% | ||
| Q2 24 | 20.1% | 11.2% | ||
| Q1 24 | 21.9% | 7.8% |
净利率GNTXMOD
| Q4 25 | 14.5% | -5.9% | ||
| Q3 25 | 15.4% | 6.0% | ||
| Q2 25 | 14.6% | 7.5% | ||
| Q1 25 | 16.4% | 7.7% | ||
| Q4 24 | 16.2% | 6.6% | ||
| Q3 24 | 20.1% | 7.0% | ||
| Q2 24 | 15.0% | 7.2% | ||
| Q1 24 | 18.3% | 4.3% |
每股收益（稀释后）GNTXMOD
| Q4 25 | $0.43 | $-0.90 | ||
| Q3 25 | $0.46 | $0.83 | ||
| Q2 25 | $0.43 | $0.95 | ||
| Q1 25 | $0.42 | $0.92 | ||
| Q4 24 | $0.39 | $0.76 | ||
| Q3 24 | $0.53 | $0.86 | ||
| Q2 24 | $0.37 | $0.88 | ||
| Q1 24 | $0.47 | $0.48 |
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 | $151.0M | $98.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $2.5B | $1.1B |
| 总资产 | $2.9B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资GNTXMOD
| Q4 25 | $151.0M | $98.7M | ||
| Q3 25 | $183.4M | $83.8M | ||
| Q2 25 | $141.1M | $124.5M | ||
| Q1 25 | $307.1M | $71.6M | ||
| Q4 24 | $255.6M | $83.8M | ||
| Q3 24 | $200.1M | $78.6M | ||
| Q2 24 | $275.8M | $72.9M | ||
| Q1 24 | $265.8M | $60.1M |
总债务GNTXMOD
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $482.1M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | — | $330.0M | ||
| Q3 24 | — | $359.1M | ||
| Q2 24 | — | $405.7M | ||
| Q1 24 | — | $399.9M |
股东权益GNTXMOD
| Q4 25 | $2.5B | $1.1B | ||
| Q3 25 | $2.5B | $1.1B | ||
| Q2 25 | $2.4B | $1.0B | ||
| Q1 25 | $2.5B | $910.2M | ||
| Q4 24 | $2.5B | $855.1M | ||
| Q3 24 | $2.4B | $858.8M | ||
| Q2 24 | $2.4B | $788.4M | ||
| Q1 24 | $2.4B | $747.6M |
总资产GNTXMOD
| Q4 25 | $2.9B | $2.5B | ||
| Q3 25 | $2.9B | $2.4B | ||
| Q2 25 | $2.8B | $2.2B | ||
| Q1 25 | $2.8B | $1.9B | ||
| Q4 24 | $2.8B | $1.8B | ||
| Q3 24 | $2.7B | $1.9B | ||
| Q2 24 | $2.7B | $1.9B | ||
| Q1 24 | $2.7B | $1.9B |
负债/权益比GNTXMOD
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.53× |
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 | $125.5M | $24.7M |
| 自由现金流经营现金流 - 资本支出 | $99.8M | $-17.1M |
| 自由现金流率自由现金流/营收 | 15.5% | -2.1% |
| 资本支出强度资本支出/营收 | 4.0% | 5.2% |
| 现金转化率经营现金流/净利润 | 1.35× | — |
| 过去12个月自由现金流最近4个季度 | $458.0M | $-20.3M |
8季度趋势，按日历期对齐
经营现金流GNTXMOD
| Q4 25 | $125.5M | $24.7M | ||
| Q3 25 | $147.0M | $1.4M | ||
| Q2 25 | $166.1M | $27.7M | ||
| Q1 25 | $148.5M | $54.8M | ||
| Q4 24 | $154.4M | $60.7M | ||
| Q3 24 | $84.7M | $57.3M | ||
| Q2 24 | $129.3M | $40.5M | ||
| Q1 24 | $129.9M | $39.6M |
自由现金流GNTXMOD
| Q4 25 | $99.8M | $-17.1M | ||
| Q3 25 | $111.4M | $-30.5M | ||
| Q2 25 | $135.0M | $200.0K | ||
| Q1 25 | $111.8M | $27.1M | ||
| Q4 24 | $112.7M | $44.7M | ||
| Q3 24 | $45.4M | $43.8M | ||
| Q2 24 | $97.5M | $13.7M | ||
| Q1 24 | $98.0M | $-4.3M |
自由现金流率GNTXMOD
| Q4 25 | 15.5% | -2.1% | ||
| Q3 25 | 17.0% | -4.1% | ||
| Q2 25 | 20.5% | 0.0% | ||
| Q1 25 | 19.4% | 4.2% | ||
| Q4 24 | 20.8% | 7.2% | ||
| Q3 24 | 7.5% | 6.7% | ||
| Q2 24 | 17.0% | 2.1% | ||
| Q1 24 | 16.6% | -0.7% |
资本支出强度GNTXMOD
| Q4 25 | 4.0% | 5.2% | ||
| Q3 25 | 5.4% | 4.3% | ||
| Q2 25 | 4.7% | 4.0% | ||
| Q1 25 | 6.4% | 4.3% | ||
| Q4 24 | 7.7% | 2.6% | ||
| Q3 24 | 6.5% | 2.1% | ||
| Q2 24 | 5.5% | 4.1% | ||
| Q1 24 | 5.4% | 7.3% |
现金转化率GNTXMOD
| Q4 25 | 1.35× | — | ||
| Q3 25 | 1.46× | 0.03× | ||
| Q2 25 | 1.73× | 0.54× | ||
| Q1 25 | 1.57× | 1.10× | ||
| Q4 24 | 1.76× | 1.48× | ||
| Q3 24 | 0.69× | 1.24× | ||
| Q2 24 | 1.50× | 0.86× | ||
| Q1 24 | 1.20× | 1.53× |
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
GNTX
| Automotive Mirrors Electronics | $513.5M | 80% |
| Other | $53.2M | 8% |
| Other Products | $40.3M | 6% |
| Home Link Modules | $26.8M | 4% |
| Windows Product | $6.2M | 1% |
| Fire Protection Products | $4.4M | 1% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
