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孩之宝（HAS）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
孩之宝的季度营收约是森萨塔科技的1.5倍（$1.4B vs $934.8M），孩之宝净利率更高（13.9% vs 9.3%，领先4.6%），孩之宝同比增速更快（31.3% vs 2.6%），孩之宝自由现金流更多（$389.5M vs $104.6M），过去两年孩之宝的营收复合增速更高（38.2% vs -5.0%）
孩之宝是1923年12月6日成立的美国跨国玩具制造与娱乐控股企业，总部位于罗德岛州波塔基特。旗下拥有Kenner、米尔顿·布拉德利、派克兄弟、威世智等知名品牌，持有大量热门IP商标权，业务覆盖玩具生产、游戏开发、娱乐内容出品等多个领域。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
HAS vs ST — 直观对比
营收规模更大
HAS
是对方的1.5倍
$934.8M
营收增速更快
HAS
高出28.7%
2.6%
净利率更高
HAS
高出4.6%
9.3%
自由现金流更多
HAS
多$284.9M
$104.6M
两年增速更快
HAS
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $934.8M |
| 净利润 | $201.6M | $87.1M |
| 毛利率 | 68.7% | 30.6% |
| 营业利润率 | 20.6% | 15.1% |
| 净利率 | 13.9% | 9.3% |
| 营收同比 | 31.3% | 2.6% |
| 净利润同比 | 687.8% | 24.6% |
| 每股收益（稀释后） | $1.46 | $0.59 |
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HASST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $1.4B | $917.9M | ||
| Q3 25 | $1.4B | $932.0M | ||
| Q2 25 | $980.8M | $943.4M | ||
| Q1 25 | $887.1M | $911.3M | ||
| Q4 24 | $1.1B | $907.7M | ||
| Q3 24 | $1.3B | $982.8M | ||
| Q2 24 | $995.3M | $1.0B |
净利润HASST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $201.6M | $63.2M | ||
| Q3 25 | $233.2M | $-162.5M | ||
| Q2 25 | $-855.8M | $60.7M | ||
| Q1 25 | $98.6M | $69.9M | ||
| Q4 24 | $-34.3M | $5.8M | ||
| Q3 24 | $223.2M | $-25.0M | ||
| Q2 24 | $138.5M | $71.7M |
毛利率HASST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 68.7% | 29.0% | ||
| Q3 25 | 70.1% | 27.8% | ||
| Q2 25 | 77.0% | 30.3% | ||
| Q1 25 | 76.9% | 29.9% | ||
| Q4 24 | 67.4% | 27.1% | ||
| Q3 24 | 70.4% | 28.6% | ||
| Q2 24 | 76.1% | 30.0% |
营业利润率HASST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 20.6% | 10.9% | ||
| Q3 25 | 24.6% | -13.2% | ||
| Q2 25 | -81.4% | 14.6% | ||
| Q1 25 | 19.2% | 13.4% | ||
| Q4 24 | 5.4% | 8.1% | ||
| Q3 24 | 23.6% | -20.3% | ||
| Q2 24 | 21.3% | 12.5% |
净利率HASST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 13.9% | 6.9% | ||
| Q3 25 | 16.8% | -17.4% | ||
| Q2 25 | -87.3% | 6.4% | ||
| Q1 25 | 11.1% | 7.7% | ||
| Q4 24 | -3.1% | 0.6% | ||
| Q3 24 | 17.4% | -2.5% | ||
| Q2 24 | 13.9% | 6.9% |
每股收益（稀释后）HASST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $1.46 | $0.45 | ||
| Q3 25 | $1.64 | $-1.12 | ||
| Q2 25 | $-6.10 | $0.41 | ||
| Q1 25 | $0.70 | $0.47 | ||
| Q4 24 | $-0.25 | $0.05 | ||
| Q3 24 | $1.59 | $-0.17 | ||
| Q2 24 | $0.99 | $0.47 |
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 | — | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $565.5M | $2.9B |
| 总资产 | $5.6B | $6.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资HASST
| Q1 26 | — | $635.1M | ||
| Q4 25 | — | $573.0M | ||
| Q3 25 | — | $791.3M | ||
| Q2 25 | — | $661.8M | ||
| Q1 25 | — | $588.1M | ||
| Q4 24 | — | $593.7M | ||
| Q3 24 | — | $506.2M | ||
| Q2 24 | — | $1.0B |
总债务HASST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HASST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $565.5M | $2.8B | ||
| Q3 25 | $433.8M | $2.7B | ||
| Q2 25 | $269.7M | $2.9B | ||
| Q1 25 | $1.2B | $2.8B | ||
| Q4 24 | $1.2B | $2.9B | ||
| Q3 24 | $1.3B | $3.0B | ||
| Q2 24 | $1.2B | $3.0B |
总资产HASST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $5.6B | $6.8B | ||
| Q3 25 | $5.5B | $7.1B | ||
| Q2 25 | $5.2B | $7.3B | ||
| Q1 25 | $6.0B | $7.2B | ||
| Q4 24 | $6.3B | $7.1B | ||
| Q3 24 | $7.2B | $7.3B | ||
| Q2 24 | $6.9B | $8.2B |
负债/权益比HASST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $403.2M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $389.5M | $104.6M |
| 自由现金流率自由现金流/营收 | 26.9% | 11.2% |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 2.00× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $829.9M | $508.3M |
8季度趋势，按日历期对齐
经营现金流HASST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $403.2M | $201.5M | ||
| Q3 25 | $280.6M | $159.9M | ||
| Q2 25 | $71.3M | $140.9M | ||
| Q1 25 | $138.1M | $119.2M | ||
| Q4 24 | $259.8M | $170.7M | ||
| Q3 24 | $222.5M | $130.9M | ||
| Q2 24 | $187.3M | $143.5M |
自由现金流HASST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $389.5M | $151.9M | ||
| Q3 25 | $260.9M | $136.2M | ||
| Q2 25 | $55.2M | $115.5M | ||
| Q1 25 | $124.3M | $86.6M | ||
| Q4 24 | $200.8M | $138.9M | ||
| Q3 24 | $174.0M | $91.3M | ||
| Q2 24 | $135.4M | $98.4M |
自由现金流率HASST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 26.9% | 16.6% | ||
| Q3 25 | 18.8% | 14.6% | ||
| Q2 25 | 5.6% | 12.2% | ||
| Q1 25 | 14.0% | 9.5% | ||
| Q4 24 | 18.2% | 15.3% | ||
| Q3 24 | 13.6% | 9.3% | ||
| Q2 24 | 13.6% | 9.5% |
资本支出强度HASST
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 5.4% | ||
| Q3 25 | 1.4% | 2.5% | ||
| Q2 25 | 1.6% | 2.7% | ||
| Q1 25 | 1.6% | 3.6% | ||
| Q4 24 | 5.4% | 3.5% | ||
| Q3 24 | 3.8% | 4.0% | ||
| Q2 24 | 5.2% | 4.4% |
现金转化率HASST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 2.00× | 3.19× | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | — | 2.32× | ||
| Q1 25 | 1.40× | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | 1.00× | — | ||
| Q2 24 | 1.35× | 2.00× |
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
HAS
| Grow Brands | $1.1B | 75% |
| Optimize Brands | $188.7M | 13% |
| Digital And Licensing Gaming | $135.7M | 9% |
| Class Of Principal Product Family Brands | $13.1M | 1% |
| Filmand TV | $2.4M | 0% |
ST
暂无分部数据
