vs
镜泰(GNTX)与STANDARD MOTOR PRODUCTS, INC.(SMP)财务数据对比。点击上方公司名可切换其他公司
镜泰的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.5倍($586.8M vs $385.1M),镜泰净利率更高(16.0% vs 2.0%,领先13.9%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs 1.7%),过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高(7.8% vs 1.2%)
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。
标准汽车产品公司(SMP)是一家汽车零部件制造商与经销商,由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立,1926年完成法人注册,总部位于纽约长岛市,在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块,为汽车售后市场供应相关零部件产品。
GNTX vs SMP — 直观对比
营收规模更大
GNTX
是对方的1.5倍
$385.1M
营收增速更快
SMP
高出10.4%
1.7%
净利率更高
GNTX
高出13.9%
2.0%
两年增速更快
SMP
近两年复合增速
1.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $586.8M | $385.1M |
| 净利润 | $93.8M | $7.9M |
| 毛利率 | 34.0% | 31.7% |
| 营业利润率 | 20.1% | 5.6% |
| 净利率 | 16.0% | 2.0% |
| 营收同比 | 1.7% | 12.2% |
| 净利润同比 | -4.7% | 457.9% |
| 每股收益(稀释后) | $0.44 | $0.34 |
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
GNTX
SMP
| Q1 26 | $586.8M | — | ||
| Q4 25 | $644.4M | $385.1M | ||
| Q3 25 | $655.2M | $498.8M | ||
| Q2 25 | $657.9M | $493.9M | ||
| Q1 25 | $576.8M | $413.4M | ||
| Q4 24 | $541.6M | $343.4M | ||
| Q3 24 | $608.5M | $399.3M | ||
| Q2 24 | $572.9M | $389.8M |
净利润
GNTX
SMP
| Q1 26 | $93.8M | — | ||
| Q4 25 | $93.3M | $7.9M | ||
| Q3 25 | $101.0M | $-4.3M | ||
| Q2 25 | $96.0M | $25.2M | ||
| Q1 25 | $94.9M | $12.6M | ||
| Q4 24 | $87.7M | $-2.2M | ||
| Q3 24 | $122.5M | $3.8M | ||
| Q2 24 | $86.0M | $17.1M |
毛利率
GNTX
SMP
| Q1 26 | 34.0% | — | ||
| Q4 25 | 34.8% | 31.7% | ||
| Q3 25 | 34.4% | 32.4% | ||
| Q2 25 | 34.2% | 30.6% | ||
| Q1 25 | 33.2% | 30.2% | ||
| Q4 24 | 32.5% | 29.4% | ||
| Q3 24 | 33.5% | 30.4% | ||
| Q2 24 | 32.9% | 28.6% |
营业利润率
GNTX
SMP
| Q1 26 | 20.1% | — | ||
| Q4 25 | 18.6% | 5.6% | ||
| Q3 25 | 18.7% | 9.5% | ||
| Q2 25 | 18.0% | 8.7% | ||
| Q1 25 | 19.6% | 5.9% | ||
| Q4 24 | 16.6% | 1.1% | ||
| Q3 24 | 20.7% | 9.3% | ||
| Q2 24 | 20.1% | 6.4% |
净利率
GNTX
SMP
| Q1 26 | 16.0% | — | ||
| Q4 25 | 14.5% | 2.0% | ||
| Q3 25 | 15.4% | -0.9% | ||
| Q2 25 | 14.6% | 5.1% | ||
| Q1 25 | 16.4% | 3.0% | ||
| Q4 24 | 16.2% | -0.6% | ||
| Q3 24 | 20.1% | 1.0% | ||
| Q2 24 | 15.0% | 4.4% |
每股收益(稀释后)
GNTX
SMP
| Q1 26 | $0.44 | — | ||
| Q4 25 | $0.43 | $0.34 | ||
| Q3 25 | $0.46 | $-0.19 | ||
| Q2 25 | $0.43 | $1.13 | ||
| Q1 25 | $0.42 | $0.56 | ||
| Q4 24 | $0.39 | $-0.09 | ||
| Q3 24 | $0.53 | $0.17 | ||
| Q2 24 | $0.37 | $0.77 |
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 | $175.0M | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | — | $683.7M |
| 总资产 | $3.0B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势,按日历期对齐
现金及短期投资
GNTX
SMP
| Q1 26 | $175.0M | — | ||
| Q4 25 | $151.0M | — | ||
| Q3 25 | $183.4M | $87.2M | ||
| Q2 25 | $141.1M | $58.8M | ||
| Q1 25 | $307.1M | $50.3M | ||
| Q4 24 | $255.6M | $44.4M | ||
| Q3 24 | $200.1M | $26.3M | ||
| Q2 24 | $275.8M | $26.2M |
总债务
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M |
股东权益
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $683.7M | ||
| Q3 25 | $2.5B | $677.4M | ||
| Q2 25 | $2.4B | $688.6M | ||
| Q1 25 | $2.5B | $638.0M | ||
| Q4 24 | $2.5B | $615.7M | ||
| Q3 24 | $2.4B | $638.8M | ||
| Q2 24 | $2.4B | $640.0M |
总资产
GNTX
SMP
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | $2.9B | $2.0B | ||
| Q2 25 | $2.8B | $2.0B | ||
| Q1 25 | $2.8B | $1.9B | ||
| Q4 24 | $2.8B | $1.8B | ||
| Q3 24 | $2.7B | $1.4B | ||
| Q2 24 | $2.7B | $1.4B |
负债/权益比
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× |
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 | — | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-37.6M |
| 自由现金流率自由现金流/营收 | — | -9.8% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势,按日历期对齐
经营现金流
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | $125.5M | $-28.2M | ||
| Q3 25 | $147.0M | $91.6M | ||
| Q2 25 | $166.1M | $54.3M | ||
| Q1 25 | $148.5M | $-60.2M | ||
| Q4 24 | $154.4M | $-1.5M | ||
| Q3 24 | $84.7M | $88.3M | ||
| Q2 24 | $129.3M | $35.6M |
自由现金流
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | $99.8M | $-37.6M | ||
| Q3 25 | $111.4M | $81.5M | ||
| Q2 25 | $135.0M | $44.2M | ||
| Q1 25 | $111.8M | $-69.4M | ||
| Q4 24 | $112.7M | $-11.4M | ||
| Q3 24 | $45.4M | $77.1M | ||
| Q2 24 | $97.5M | $22.7M |
自由现金流率
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | 15.5% | -9.8% | ||
| Q3 25 | 17.0% | 16.3% | ||
| Q2 25 | 20.5% | 8.9% | ||
| Q1 25 | 19.4% | -16.8% | ||
| Q4 24 | 20.8% | -3.3% | ||
| Q3 24 | 7.5% | 19.3% | ||
| Q2 24 | 17.0% | 5.8% |
资本支出强度
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 2.4% | ||
| Q3 25 | 5.4% | 2.0% | ||
| Q2 25 | 4.7% | 2.1% | ||
| Q1 25 | 6.4% | 2.2% | ||
| Q4 24 | 7.7% | 2.9% | ||
| Q3 24 | 6.5% | 2.8% | ||
| Q2 24 | 5.5% | 3.3% |
现金转化率
GNTX
SMP
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | -3.59× | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.73× | 2.15× | ||
| Q1 25 | 1.57× | -4.79× | ||
| Q4 24 | 1.76× | — | ||
| Q3 24 | 0.69× | 23.19× | ||
| Q2 24 | 1.50× | 2.09× |
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
暂无分部数据
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |