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亨廷顿·英格尔斯工业（HII）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是亨廷顿·英格尔斯工业的1.0倍（$1.7B vs $1.7B），STIFEL FINANCIAL CORP净利率更高（15.1% vs 8.9%，领先6.1%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs 13.8%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
HII vs SF — 直观对比
营收规模更大
SF
是对方的1.0倍
$1.7B
营收增速更快
SF
高出3.9%
13.8%
净利率更高
SF
高出6.1%
8.9%
两年增速更快
SF
近两年复合增速
-25.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $149.0M | $251.4M |
| 毛利率 | — | — |
| 营业利润率 | 9.3% | 30.8% |
| 净利率 | 8.9% | 15.1% |
| 营收同比 | 13.8% | 17.7% |
| 净利润同比 | — | 374.4% |
| 每股收益（稀释后） | $3.79 | $1.48 |
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HIISF
| Q1 26 | $1.7B | $1.7B | ||
| Q4 25 | $3.5B | $1.1B | ||
| Q3 25 | $3.2B | $962.6M | ||
| Q2 25 | $3.1B | $838.9M | ||
| Q1 25 | $2.7B | $842.5M | ||
| Q4 24 | $3.0B | $916.0M | ||
| Q3 24 | $2.7B | $810.9M | ||
| Q2 24 | $3.0B | $798.9M |
净利润HIISF
| Q1 26 | $149.0M | $251.4M | ||
| Q4 25 | $159.0M | $264.4M | ||
| Q3 25 | $145.0M | $211.4M | ||
| Q2 25 | $152.0M | $155.1M | ||
| Q1 25 | $149.0M | $53.0M | ||
| Q4 24 | $123.0M | $244.0M | ||
| Q3 24 | $101.0M | $158.5M | ||
| Q2 24 | $173.0M | $165.3M |
营业利润率HIISF
| Q1 26 | 9.3% | 30.8% | ||
| Q4 25 | 4.9% | 27.3% | ||
| Q3 25 | 5.0% | 29.7% | ||
| Q2 25 | 5.3% | 25.5% | ||
| Q1 25 | 5.9% | 7.5% | ||
| Q4 24 | 3.7% | 29.1% | ||
| Q3 24 | 3.0% | 26.7% | ||
| Q2 24 | 6.3% | 28.4% |
净利率HIISF
| Q1 26 | 8.9% | 15.1% | ||
| Q4 25 | 4.6% | 23.5% | ||
| Q3 25 | 4.5% | 22.0% | ||
| Q2 25 | 4.9% | 18.5% | ||
| Q1 25 | 5.4% | 6.3% | ||
| Q4 24 | 4.1% | 26.6% | ||
| Q3 24 | 3.7% | 19.5% | ||
| Q2 24 | 5.8% | 20.7% |
每股收益（稀释后）HIISF
| Q1 26 | $3.79 | $1.48 | ||
| Q4 25 | $4.06 | $2.30 | ||
| Q3 25 | $3.68 | $1.84 | ||
| Q2 25 | $3.86 | $1.34 | ||
| Q1 25 | $3.79 | $0.39 | ||
| Q4 24 | $3.15 | $2.10 | ||
| Q3 24 | $2.56 | $1.34 | ||
| Q2 24 | $4.38 | $1.41 |
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 | — |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $5.1B | $332.3M |
| 总资产 | $12.5B | $42.9B |
| 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HIISF
| Q1 26 | $216.0M | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.6B |
总债务HIISF
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | $2.7B | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益HIISF
| Q1 26 | $5.1B | $332.3M | ||
| Q4 25 | $5.1B | $6.0B | ||
| Q3 25 | $5.0B | $5.8B | ||
| Q2 25 | $4.9B | $5.6B | ||
| Q1 25 | $4.8B | $5.5B | ||
| Q4 24 | $4.7B | $5.7B | ||
| Q3 24 | $4.2B | $5.6B | ||
| Q2 24 | $4.2B | $5.4B |
总资产HIISF
| Q1 26 | $12.5B | $42.9B | ||
| Q4 25 | $12.7B | $41.3B | ||
| Q3 25 | $12.3B | $41.7B | ||
| Q2 25 | $12.1B | $39.9B | ||
| Q1 25 | $12.1B | $40.4B | ||
| Q4 24 | $12.1B | $39.9B | ||
| Q3 24 | $11.1B | $38.9B | ||
| Q2 24 | $11.3B | $37.8B |
负债/权益比HIISF
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.53× | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | 0.58× | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-461.0M | — |
| 自由现金流率自由现金流/营收 | -27.7% | — |
| 资本支出强度资本支出/营收 | 4.4% | — |
| 现金转化率经营现金流/净利润 | -2.62× | — |
| 过去12个月自由现金流最近4个季度 | $795.0M | — |
8季度趋势，按日历期对齐
经营现金流HIISF
| Q1 26 | $-390.0M | — | ||
| Q4 25 | $650.0M | $382.4M | ||
| Q3 25 | $118.0M | $338.3M | ||
| Q2 25 | $823.0M | $607.5M | ||
| Q1 25 | $-395.0M | $-211.2M | ||
| Q4 24 | $391.0M | $694.6M | ||
| Q3 24 | $213.0M | $198.3M | ||
| Q2 24 | $-9.0M | $207.2M |
自由现金流HIISF
| Q1 26 | $-461.0M | — | ||
| Q4 25 | $516.0M | $369.0M | ||
| Q3 25 | $13.0M | $321.1M | ||
| Q2 25 | $727.0M | $592.7M | ||
| Q1 25 | $-462.0M | $-227.8M | ||
| Q4 24 | $277.0M | $677.2M | ||
| Q3 24 | $125.0M | $185.6M | ||
| Q2 24 | $-99.0M | $173.3M |
自由现金流率HIISF
| Q1 26 | -27.7% | — | ||
| Q4 25 | 14.8% | 32.7% | ||
| Q3 25 | 0.4% | 33.4% | ||
| Q2 25 | 23.6% | 70.6% | ||
| Q1 25 | -16.9% | -27.0% | ||
| Q4 24 | 9.2% | 73.9% | ||
| Q3 24 | 4.5% | 22.9% | ||
| Q2 24 | -3.3% | 21.7% |
资本支出强度HIISF
| Q1 26 | 4.4% | — | ||
| Q4 25 | 3.9% | 1.2% | ||
| Q3 25 | 3.3% | 1.8% | ||
| Q2 25 | 3.1% | 1.8% | ||
| Q1 25 | 2.5% | 2.0% | ||
| Q4 24 | 3.8% | 1.9% | ||
| Q3 24 | 3.2% | 1.6% | ||
| Q2 24 | 3.0% | 4.2% |
现金转化率HIISF
| Q1 26 | -2.62× | — | ||
| Q4 25 | 4.09× | 1.45× | ||
| Q3 25 | 0.81× | 1.60× | ||
| Q2 25 | 5.41× | 3.92× | ||
| Q1 25 | -2.65× | -3.99× | ||
| Q4 24 | 3.18× | 2.85× | ||
| Q3 24 | 2.11× | 1.25× | ||
| Q2 24 | -0.05× | 1.25× |
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
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
