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哈特福德(HIG)与派克汉尼汾(PH)财务数据对比。点击上方公司名可切换其他公司
派克汉尼汾的季度营收约是哈特福德的1.3倍($5.2B vs $4.1B),派克汉尼汾同比增速更快(9.1% vs -43.7%),过去两年派克汉尼汾的营收复合增速更高(1.0% vs -20.8%)
哈特福德(The Hartford)是美国头部保险企业,位列2024年《财富》世界500强第162位,总部位于康涅狄格州哈特福德市。集团拥有200余年行业经验,在财产意外险、员工福利及共同基金领域处于领先地位,凭借优质服务、可持续运营与诚信经营广受认可。
派克汉尼汾(常简称为派克)是一家专注于运动与控制技术的美国企业,前身为派克电器公司,总部坐落于俄亥俄州大克利夫兰都市区的梅菲尔德高地,其技术及产品广泛应用于工业制造、航空航天等多个核心领域。
HIG vs PH — 直观对比
营收规模更大
PH
是对方的1.3倍
$4.1B
营收增速更快
PH
高出52.8%
-43.7%
两年增速更快
PH
近两年复合增速
-20.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.1B | $5.2B |
| 净利润 | $536.0M | — |
| 毛利率 | — | 37.3% |
| 营业利润率 | — | 22.8% |
| 净利率 | 13.2% | — |
| 营收同比 | -43.7% | 9.1% |
| 净利润同比 | 12.0% | — |
| 每股收益(稀释后) | — | $6.60 |
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
HIG
PH
| Q1 26 | $4.1B | — | ||
| Q4 25 | $7.3B | $5.2B | ||
| Q3 25 | $7.2B | $5.1B | ||
| Q2 25 | $7.0B | $5.2B | ||
| Q1 25 | $6.8B | $5.0B | ||
| Q4 24 | $6.9B | $4.7B | ||
| Q3 24 | $6.8B | $4.9B | ||
| Q2 24 | $6.5B | $5.2B |
净利润
HIG
PH
| Q1 26 | $536.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $995.0M | $923.6M | ||
| Q1 25 | $630.0M | $961.2M | ||
| Q4 24 | — | $948.6M | ||
| Q3 24 | $767.0M | $698.5M | ||
| Q2 24 | $738.0M | $785.1M |
毛利率
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | — | 37.3% | ||
| Q3 25 | — | 37.5% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 36.9% | ||
| Q4 24 | — | 36.3% | ||
| Q3 24 | — | 36.8% | ||
| Q2 24 | — | 35.9% |
营业利润率
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 22.8% | ||
| Q3 25 | 18.2% | 23.3% | ||
| Q2 25 | 17.8% | 22.7% | ||
| Q1 25 | 11.5% | 22.3% | ||
| Q4 24 | 15.6% | 20.9% | ||
| Q3 24 | 14.1% | 21.6% | ||
| Q2 24 | 14.1% | 21.1% |
净利率
HIG
PH
| Q1 26 | 13.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 14.2% | 17.6% | ||
| Q1 25 | 9.3% | 19.4% | ||
| Q4 24 | — | 20.0% | ||
| Q3 24 | 11.4% | 14.2% | ||
| Q2 24 | 11.4% | 15.1% |
每股收益(稀释后)
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | $3.96 | $6.60 | ||
| Q3 25 | $3.77 | $6.29 | ||
| Q2 25 | $3.44 | $7.16 | ||
| Q1 25 | $2.15 | $7.37 | ||
| Q4 24 | $2.88 | $7.25 | ||
| Q3 24 | $2.56 | $5.34 | ||
| Q2 24 | $2.44 | $6.06 |
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 | $1.7M | $427.0M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $16.8M | $14.3B |
| 总资产 | $86.3M | $30.5B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势,按日历期对齐
现金及短期投资
HIG
PH
| Q1 26 | $1.7M | — | ||
| Q4 25 | — | $427.0M | ||
| Q3 25 | — | $473.0M | ||
| Q2 25 | — | $467.0M | ||
| Q1 25 | — | $408.7M | ||
| Q4 24 | — | $395.5M | ||
| Q3 24 | — | $371.1M | ||
| Q2 24 | — | $422.0M |
总债务
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | $4.4B | $7.5B | ||
| Q3 25 | $4.4B | $7.5B | ||
| Q2 25 | $4.4B | $7.5B | ||
| Q1 25 | $4.4B | $7.4B | ||
| Q4 24 | $4.4B | $6.7B | ||
| Q3 24 | $4.4B | $6.7B | ||
| Q2 24 | $4.4B | $7.2B |
股东权益
HIG
PH
| Q1 26 | $16.8M | — | ||
| Q4 25 | $19.0B | $14.3B | ||
| Q3 25 | $18.4B | $13.8B | ||
| Q2 25 | $17.5B | $13.7B | ||
| Q1 25 | $16.8B | $13.4B | ||
| Q4 24 | $16.4B | $13.1B | ||
| Q3 24 | $17.0B | $12.9B | ||
| Q2 24 | $15.7B | $12.1B |
总资产
HIG
PH
| Q1 26 | $86.3M | — | ||
| Q4 25 | $86.0B | $30.5B | ||
| Q3 25 | $85.0B | $30.7B | ||
| Q2 25 | $83.6B | $29.5B | ||
| Q1 25 | $82.3B | $28.9B | ||
| Q4 24 | $80.9B | $28.3B | ||
| Q3 24 | $81.2B | $29.6B | ||
| Q2 24 | $79.0B | $29.3B |
负债/权益比
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | 0.23× | 0.52× | ||
| Q3 25 | 0.24× | 0.54× | ||
| Q2 25 | 0.25× | 0.55× | ||
| Q1 25 | 0.26× | 0.55× | ||
| Q4 24 | 0.27× | 0.51× | ||
| Q3 24 | 0.26× | 0.52× | ||
| Q2 24 | 0.28× | 0.59× |
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 | — | $862.0M |
| 自由现金流经营现金流 - 资本支出 | — | $768.0M |
| 自由现金流率自由现金流/营收 | — | 14.8% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $3.3B |
8季度趋势,按日历期对齐
经营现金流
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $862.0M | ||
| Q3 25 | $1.8B | $782.0M | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $985.0M | $630.0M | ||
| Q4 24 | $5.9B | $934.8M | ||
| Q3 24 | $1.7B | $744.0M | ||
| Q2 24 | $1.3B | $1.2B |
自由现金流
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | $5.8B | $768.0M | ||
| Q3 25 | $1.8B | $693.0M | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $947.0M | $542.4M | ||
| Q4 24 | $5.8B | $813.6M | ||
| Q3 24 | $1.6B | $648.7M | ||
| Q2 24 | $1.2B | $1.1B |
自由现金流率
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | 78.4% | 14.8% | ||
| Q3 25 | 24.8% | 13.6% | ||
| Q2 25 | 17.9% | 25.5% | ||
| Q1 25 | 13.9% | 10.9% | ||
| Q4 24 | 83.8% | 17.2% | ||
| Q3 24 | 24.0% | 13.2% | ||
| Q2 24 | 18.5% | 21.6% |
资本支出强度
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 1.8% | ||
| Q3 25 | 0.6% | 1.8% | ||
| Q2 25 | 0.6% | 2.5% | ||
| Q1 25 | 0.6% | 1.8% | ||
| Q4 24 | 2.1% | 2.6% | ||
| Q3 24 | 0.9% | 1.9% | ||
| Q2 24 | 0.9% | 2.3% |
现金转化率
HIG
PH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 1.30× | 1.59× | ||
| Q1 25 | 1.56× | 0.66× | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | 2.19× | 1.07× | ||
| Q2 24 | 1.71× | 1.58× |
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
HIG
| Earned premiums | $3.6B | 88% |
| Other | $486.0M | 12% |
| Fee income | $12.0M | 0% |
PH
| Filtration And Engineered Materials | $1.5B | 28% |
| Other | $1.1B | 22% |
| Motion Systems | $893.0M | 17% |
| Commercial Aftermarket | $619.0M | 12% |
| Commercial Original Equipment Manufacturer | $561.0M | 11% |
| Defense Original Equipment Manufacturer | $305.0M | 6% |
| Defense Aftermarket | $221.0M | 4% |