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亨廷顿·英格尔斯工业(HII)与希悦尔(SEE)财务数据对比。点击上方公司名可切换其他公司
亨廷顿·英格尔斯工业的季度营收约是希悦尔的1.2倍($1.7B vs $1.4B),亨廷顿·英格尔斯工业净利率更高(8.9% vs 3.1%,领先5.8%),亨廷顿·英格尔斯工业同比增速更快(13.8% vs 2.6%),希悦尔自由现金流更多($257.7M vs $-461.0M),过去两年希悦尔的营收复合增速更高(2.7% vs -25.2%)
亨廷顿·英格尔斯工业(简称HII)是美国规模最大的军用造船企业,同时面向政府及行业合作伙伴提供专业服务。公司于2011年3月31日从诺斯罗普·格鲁曼公司分拆成立,在防务装备建造及配套服务领域拥有深厚技术积累与行业资源。
希悦尔是全球领先的包装与防护解决方案供应商,核心产品包括缓冲防护材料、食品保鲜包装、可持续减废包装系统,服务覆盖电商、零售、食品饮料、工业制造等多个海内外领域。
HII vs SEE — 直观对比
营收规模更大
HII
是对方的1.2倍
$1.4B
营收增速更快
HII
高出11.2%
2.6%
净利率更高
HII
高出5.8%
3.1%
自由现金流更多
SEE
多$718.7M
$-461.0M
两年增速更快
SEE
近两年复合增速
-25.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $149.0M | $43.8M |
| 毛利率 | — | 28.6% |
| 营业利润率 | 9.3% | 11.4% |
| 净利率 | 8.9% | 3.1% |
| 营收同比 | 13.8% | 2.6% |
| 净利润同比 | — | 700.0% |
| 每股收益(稀释后) | $3.79 | $0.30 |
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
HII
SEE
| Q1 26 | $1.7B | — | ||
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.2B | $1.3B | ||
| Q2 25 | $3.1B | $1.3B | ||
| Q1 25 | $2.7B | $1.3B | ||
| Q4 24 | $3.0B | $1.4B | ||
| Q3 24 | $2.7B | $1.3B | ||
| Q2 24 | $3.0B | $1.3B |
净利润
HII
SEE
| Q1 26 | $149.0M | — | ||
| Q4 25 | $159.0M | $43.8M | ||
| Q3 25 | $145.0M | $255.1M | ||
| Q2 25 | $152.0M | $93.1M | ||
| Q1 25 | $149.0M | $113.5M | ||
| Q4 24 | $123.0M | $-7.3M | ||
| Q3 24 | $101.0M | $91.7M | ||
| Q2 24 | $173.0M | $98.3M |
毛利率
HII
SEE
| Q1 26 | — | — | ||
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 30.9% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | — | 31.2% |
营业利润率
HII
SEE
| Q1 26 | 9.3% | — | ||
| Q4 25 | 4.9% | 11.4% | ||
| Q3 25 | 5.0% | 13.8% | ||
| Q2 25 | 5.3% | 15.0% | ||
| Q1 25 | 5.9% | 14.5% | ||
| Q4 24 | 3.7% | 11.7% | ||
| Q3 24 | 3.0% | 13.9% | ||
| Q2 24 | 6.3% | 15.4% |
净利率
HII
SEE
| Q1 26 | 8.9% | — | ||
| Q4 25 | 4.6% | 3.1% | ||
| Q3 25 | 4.5% | 19.0% | ||
| Q2 25 | 4.9% | 7.0% | ||
| Q1 25 | 5.4% | 9.0% | ||
| Q4 24 | 4.1% | -0.5% | ||
| Q3 24 | 3.7% | 6.9% | ||
| Q2 24 | 5.8% | 7.4% |
每股收益(稀释后)
HII
SEE
| Q1 26 | $3.79 | — | ||
| Q4 25 | $4.06 | $0.30 | ||
| Q3 25 | $3.68 | $1.73 | ||
| Q2 25 | $3.86 | $0.63 | ||
| Q1 25 | $3.79 | $0.77 | ||
| Q4 24 | $3.15 | $-0.05 | ||
| Q3 24 | $2.56 | $0.63 | ||
| Q2 24 | $4.38 | $0.67 |
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 | $216.0M | $344.0M |
| 总债务越低越好 | $2.7B | $3.3B |
| 股东权益账面价值 | $5.1B | $1.2B |
| 总资产 | $12.5B | $7.0B |
| 负债/权益比越低杠杆越低 | 0.52× | 2.65× |
8季度趋势,按日历期对齐
现金及短期投资
HII
SEE
| Q1 26 | $216.0M | — | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $282.5M | ||
| Q2 25 | — | $354.4M | ||
| Q1 25 | — | $335.2M | ||
| Q4 24 | — | $371.8M | ||
| Q3 24 | — | $386.0M | ||
| Q2 24 | — | $388.6M |
总债务
HII
SEE
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | $2.7B | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B |
股东权益
HII
SEE
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.1B | $1.2B | ||
| Q3 25 | $5.0B | $1.2B | ||
| Q2 25 | $4.9B | $953.1M | ||
| Q1 25 | $4.8B | $797.9M | ||
| Q4 24 | $4.7B | $624.5M | ||
| Q3 24 | $4.2B | $771.2M | ||
| Q2 24 | $4.2B | $650.1M |
总资产
HII
SEE
| Q1 26 | $12.5B | — | ||
| Q4 25 | $12.7B | $7.0B | ||
| Q3 25 | $12.3B | $7.1B | ||
| Q2 25 | $12.1B | $7.2B | ||
| Q1 25 | $12.1B | $7.0B | ||
| Q4 24 | $12.1B | $7.0B | ||
| Q3 24 | $11.1B | $7.3B | ||
| Q2 24 | $11.3B | $7.3B |
负债/权益比
HII
SEE
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.53× | 2.65× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | 0.58× | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× |
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 | $-390.0M | $293.6M |
| 自由现金流经营现金流 - 资本支出 | $-461.0M | $257.7M |
| 自由现金流率自由现金流/营收 | -27.7% | 18.5% |
| 资本支出强度资本支出/营收 | 4.4% | 2.6% |
| 现金转化率经营现金流/净利润 | -2.62× | 6.70× |
| 过去12个月自由现金流最近4个季度 | $795.0M | $458.5M |
8季度趋势,按日历期对齐
经营现金流
HII
SEE
| Q1 26 | $-390.0M | — | ||
| Q4 25 | $650.0M | $293.6M | ||
| Q3 25 | $118.0M | $165.9M | ||
| Q2 25 | $823.0M | $136.6M | ||
| Q1 25 | $-395.0M | $31.9M | ||
| Q4 24 | $391.0M | $244.2M | ||
| Q3 24 | $213.0M | $170.5M | ||
| Q2 24 | $-9.0M | $188.2M |
自由现金流
HII
SEE
| Q1 26 | $-461.0M | — | ||
| Q4 25 | $516.0M | $257.7M | ||
| Q3 25 | $13.0M | $119.6M | ||
| Q2 25 | $727.0M | $93.2M | ||
| Q1 25 | $-462.0M | $-12.0M | ||
| Q4 24 | $277.0M | $185.1M | ||
| Q3 24 | $125.0M | $115.2M | ||
| Q2 24 | $-99.0M | $129.5M |
自由现金流率
HII
SEE
| Q1 26 | -27.7% | — | ||
| Q4 25 | 14.8% | 18.5% | ||
| Q3 25 | 0.4% | 8.9% | ||
| Q2 25 | 23.6% | 7.0% | ||
| Q1 25 | -16.9% | -0.9% | ||
| Q4 24 | 9.2% | 13.6% | ||
| Q3 24 | 4.5% | 8.6% | ||
| Q2 24 | -3.3% | 9.7% |
资本支出强度
HII
SEE
| Q1 26 | 4.4% | — | ||
| Q4 25 | 3.9% | 2.6% | ||
| Q3 25 | 3.3% | 3.4% | ||
| Q2 25 | 3.1% | 3.3% | ||
| Q1 25 | 2.5% | 3.5% | ||
| Q4 24 | 3.8% | 4.4% | ||
| Q3 24 | 3.2% | 4.1% | ||
| Q2 24 | 3.0% | 4.4% |
现金转化率
HII
SEE
| Q1 26 | -2.62× | — | ||
| Q4 25 | 4.09× | 6.70× | ||
| Q3 25 | 0.81× | 0.65× | ||
| Q2 25 | 5.41× | 1.47× | ||
| Q1 25 | -2.65× | 0.28× | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 2.11× | 1.86× | ||
| Q2 24 | -0.05× | 1.91× |
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
HII
暂无分部数据
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |