vs
Hamilton Insurance Group, Ltd.（HG）与Titan Machinery Inc.（TITN）财务数据对比。点击上方公司名可切换其他公司
Hamilton Insurance Group, Ltd.的季度营收约是Titan Machinery Inc.的1.1倍（$728.3M vs $644.5M），Hamilton Insurance Group, Ltd.净利率更高（29.5% vs 0.2%，领先29.3%），Hamilton Insurance Group, Ltd.同比增速更快（27.7% vs -5.2%），过去两年Hamilton Insurance Group, Ltd.的营收复合增速更高（5.2% vs -13.0%）
汉密尔顿保险集团有限公司是一家多元化的保险及相关金融服务控股公司，总部位于百慕大汉密尔顿。公司于1999年10月25日从美国特拉华州迁册至此，主要通过旗下保险子公司及其他关联机构开展核心业务，业务布局覆盖多元保险服务场景。
泰坦机械是全球规模领先的农业与工程机械设备经销商，也是凯斯纽荷兰工业品牌最大的经销商之一，总部位于北达科他州西法戈，经营网点遍布美国中西部、澳大利亚、奥地利、保加利亚、德国、罗马尼亚及乌克兰，目前在纳斯达克挂牌上市，2023年总营收达22.09亿美元。
HG vs TITN — 直观对比
营收规模更大
HG
是对方的1.1倍
$644.5M
营收增速更快
HG
高出32.9%
-5.2%
净利率更高
HG
高出29.3%
0.2%
两年增速更快
HG
近两年复合增速
-13.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $728.3M | $644.5M |
| 净利润 | $214.6M | $1.2M |
| 毛利率 | — | 17.2% |
| 营业利润率 | 26.0% | 1.6% |
| 净利率 | 29.5% | 0.2% |
| 营收同比 | 27.7% | -5.2% |
| 净利润同比 | 188.3% | -30.1% |
| 每股收益（稀释后） | $1.67 | $0.05 |
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HGTITN
| Q4 25 | $728.3M | $644.5M | ||
| Q3 25 | $667.6M | $546.4M | ||
| Q2 25 | $740.8M | $594.3M | ||
| Q1 25 | $768.8M | $759.9M | ||
| Q4 24 | $570.5M | $679.8M | ||
| Q3 24 | $512.8M | $633.7M | ||
| Q2 24 | $587.9M | $628.7M | ||
| Q1 24 | $658.6M | $852.1M |
净利润HGTITN
| Q4 25 | $214.6M | $1.2M | ||
| Q3 25 | $176.4M | $-6.0M | ||
| Q2 25 | $267.8M | $-13.2M | ||
| Q1 25 | $181.3M | $-43.8M | ||
| Q4 24 | $74.4M | $1.7M | ||
| Q3 24 | $61.0M | $-4.3M | ||
| Q2 24 | $200.4M | $9.4M | ||
| Q1 24 | $277.3M | $24.0M |
毛利率HGTITN
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 17.1% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 17.7% | ||
| Q2 24 | — | 19.4% | ||
| Q1 24 | — | 16.6% |
营业利润率HGTITN
| Q4 25 | 26.0% | 1.6% | ||
| Q3 25 | 27.0% | 0.1% | ||
| Q2 25 | 36.5% | -1.0% | ||
| Q1 25 | 24.0% | -6.0% | ||
| Q4 24 | 13.4% | 1.7% | ||
| Q3 24 | 12.5% | 2.5% | ||
| Q2 24 | 34.5% | 3.6% | ||
| Q1 24 | 42.2% | 4.8% |
净利率HGTITN
| Q4 25 | 29.5% | 0.2% | ||
| Q3 25 | 26.4% | -1.1% | ||
| Q2 25 | 36.1% | -2.2% | ||
| Q1 25 | 23.6% | -5.8% | ||
| Q4 24 | 13.0% | 0.3% | ||
| Q3 24 | 11.9% | -0.7% | ||
| Q2 24 | 34.1% | 1.5% | ||
| Q1 24 | 42.1% | 2.8% |
每股收益（稀释后）HGTITN
| Q4 25 | $1.67 | $0.05 | ||
| Q3 25 | $1.32 | $-0.26 | ||
| Q2 25 | $1.79 | $-0.58 | ||
| Q1 25 | $0.77 | $-1.92 | ||
| Q4 24 | $0.35 | $0.07 | ||
| Q3 24 | $0.74 | $-0.19 | ||
| Q2 24 | $1.20 | $0.41 | ||
| Q1 24 | $1.38 | $1.04 |
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 | $1.1B | — |
| 总债务越低越好 | $149.7M | $176.6M |
| 股东权益账面价值 | $2.8B | $612.6M |
| 总资产 | $9.6B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资HGTITN
| Q4 25 | $1.1B | — | ||
| Q3 25 | $955.1M | — | ||
| Q2 25 | $985.6M | — | ||
| Q1 25 | $838.5M | — | ||
| Q4 24 | $996.5M | — | ||
| Q3 24 | $957.4M | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.1B | — |
总债务HGTITN
| Q4 25 | $149.7M | $176.6M | ||
| Q3 25 | $149.7M | $164.5M | ||
| Q2 25 | $149.7M | $165.3M | ||
| Q1 25 | $150.0M | $168.7M | ||
| Q4 24 | $149.9M | $140.6M | ||
| Q3 24 | $149.9M | $126.6M | ||
| Q2 24 | $149.9M | $119.3M | ||
| Q1 24 | $149.9M | $120.1M |
股东权益HGTITN
| Q4 25 | $2.8B | $612.6M | ||
| Q3 25 | $2.7B | $610.3M | ||
| Q2 25 | $2.6B | $605.4M | ||
| Q1 25 | $2.4B | $614.1M | ||
| Q4 24 | $2.3B | $668.2M | ||
| Q3 24 | $2.3B | $659.6M | ||
| Q2 24 | $2.2B | $662.6M | ||
| Q1 24 | $2.2B | $657.6M |
总资产HGTITN
| Q4 25 | $9.6B | $1.8B | ||
| Q3 25 | $9.2B | $1.9B | ||
| Q2 25 | $8.9B | $1.8B | ||
| Q1 25 | $8.3B | $1.8B | ||
| Q4 24 | $7.8B | $2.1B | ||
| Q3 24 | $7.8B | $2.2B | ||
| Q2 24 | $7.6B | $2.1B | ||
| Q1 24 | $7.3B | $2.0B |
负债/权益比HGTITN
| Q4 25 | 0.05× | 0.29× | ||
| Q3 25 | 0.06× | 0.27× | ||
| Q2 25 | 0.06× | 0.27× | ||
| Q1 25 | 0.06× | 0.27× | ||
| Q4 24 | 0.06× | 0.21× | ||
| Q3 24 | 0.06× | 0.19× | ||
| Q2 24 | 0.07× | 0.18× | ||
| Q1 24 | 0.07× | 0.18× |
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 | $293.4M | $34.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.37× | 28.37× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HGTITN
| Q4 25 | $293.4M | $34.0M | ||
| Q3 25 | $295.6M | $43.7M | ||
| Q2 25 | $218.4M | $6.2M | ||
| Q1 25 | $34.9M | $126.5M | ||
| Q4 24 | $284.1M | $-8.8M | ||
| Q3 24 | $160.6M | $-15.0M | ||
| Q2 24 | $156.4M | $-32.4M | ||
| Q1 24 | $158.2M | $49.8M |
现金转化率HGTITN
| Q4 25 | 1.37× | 28.37× | ||
| Q3 25 | 1.68× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.19× | — | ||
| Q4 24 | 3.82× | -5.15× | ||
| Q3 24 | 2.63× | — | ||
| Q2 24 | 0.78× | -3.43× | ||
| Q1 24 | 0.57× | 2.08× |
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
HG
暂无分部数据
TITN
| Agriculture Segment | $420.9M | 65% |
| Sales Of Parts | $122.3M | 19% |
| Service Sales | $48.9M | 8% |
| Australia_segment | $29.9M | 5% |
| Rental And Other | $13.3M | 2% |
| Rental | $10.3M | 2% |
| Other Revenue | $1.1M | 0% |
