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哈贝尔(HUBB)与UFP INDUSTRIES INC(UFPI)财务数据对比。点击上方公司名可切换其他公司
哈贝尔的季度营收约是UFP INDUSTRIES INC的1.1倍($1.5B vs $1.3B),哈贝尔净利率更高(14.6% vs 3.0%,领先11.6%),哈贝尔同比增速更快(11.9% vs -9.0%),哈贝尔自由现金流更多($388.8M vs $82.7M),过去两年哈贝尔的营收复合增速更高(3.3% vs -9.9%)
哈贝尔(Hubbell Incorporated)是总部位于美国康涅狄格州谢尔顿的企业,由哈维·哈贝尔于1888年创立,1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售,产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
UFP工业是一家控股企业,业务覆盖零售、工业、建筑三大市场,总部位于美国密歇根州大急流城,1993年公开上市,旗下共有218家关联运营主体,面向零售、建筑、包装三大领域供应数万种产品。
HUBB vs UFPI — 直观对比
营收规模更大
HUBB
是对方的1.1倍
$1.3B
营收增速更快
HUBB
高出20.9%
-9.0%
净利率更高
HUBB
高出11.6%
3.0%
自由现金流更多
HUBB
多$306.1M
$82.7M
两年增速更快
HUBB
近两年复合增速
-9.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $1.3B |
| 净利润 | $217.7M | $40.0M |
| 毛利率 | 34.6% | 16.3% |
| 营业利润率 | 20.3% | 4.4% |
| 净利率 | 14.6% | 3.0% |
| 营收同比 | 11.9% | -9.0% |
| 净利润同比 | 10.5% | -41.3% |
| 每股收益(稀释后) | $4.06 | $0.71 |
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
HUBB
UFPI
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.8B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.3B | $1.5B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | $1.4B | $1.6B |
净利润
HUBB
UFPI
| Q4 25 | $217.7M | $40.0M | ||
| Q3 25 | $255.5M | $75.3M | ||
| Q2 25 | $244.2M | $100.7M | ||
| Q1 25 | $169.7M | $78.8M | ||
| Q4 24 | $197.0M | $68.0M | ||
| Q3 24 | $219.4M | $99.8M | ||
| Q2 24 | $213.6M | $125.9M | ||
| Q1 24 | $147.8M | $120.8M |
毛利率
HUBB
UFPI
| Q4 25 | 34.6% | 16.3% | ||
| Q3 25 | 36.2% | 16.8% | ||
| Q2 25 | 37.2% | 17.0% | ||
| Q1 25 | 33.1% | 16.8% | ||
| Q4 24 | 33.8% | 16.4% | ||
| Q3 24 | 34.5% | 18.1% | ||
| Q2 24 | 35.0% | 19.1% | ||
| Q1 24 | 32.0% | 19.9% |
营业利润率
HUBB
UFPI
| Q4 25 | 20.3% | 4.4% | ||
| Q3 25 | 22.0% | 5.7% | ||
| Q2 25 | 22.7% | 6.7% | ||
| Q1 25 | 17.5% | 5.8% | ||
| Q4 24 | 19.3% | 5.4% | ||
| Q3 24 | 21.1% | 7.3% | ||
| Q2 24 | 20.7% | 8.4% | ||
| Q1 24 | 16.3% | 8.2% |
净利率
HUBB
UFPI
| Q4 25 | 14.6% | 3.0% | ||
| Q3 25 | 17.0% | 4.8% | ||
| Q2 25 | 16.5% | 5.5% | ||
| Q1 25 | 12.4% | 4.9% | ||
| Q4 24 | 14.8% | 4.7% | ||
| Q3 24 | 15.2% | 6.1% | ||
| Q2 24 | 14.7% | 6.6% | ||
| Q1 24 | 10.6% | 7.4% |
每股收益(稀释后)
HUBB
UFPI
| Q4 25 | $4.06 | $0.71 | ||
| Q3 25 | $4.77 | $1.29 | ||
| Q2 25 | $4.56 | $1.70 | ||
| Q1 25 | $3.15 | $1.30 | ||
| Q4 24 | $3.65 | $1.12 | ||
| Q3 24 | $4.05 | $1.64 | ||
| Q2 24 | $3.94 | $2.05 | ||
| Q1 24 | $2.73 | $1.96 |
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 | $497.9M | $948.6M |
| 总债务越低越好 | — | $229.8M |
| 股东权益账面价值 | $3.8B | $3.1B |
| 总资产 | $8.2B | $4.0B |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势,按日历期对齐
现金及短期投资
HUBB
UFPI
| Q4 25 | $497.9M | $948.6M | ||
| Q3 25 | $680.9M | $1.0B | ||
| Q2 25 | $399.6M | $874.0M | ||
| Q1 25 | $360.3M | $934.3M | ||
| Q4 24 | $345.0M | $1.2B | ||
| Q3 24 | $445.6M | $1.2B | ||
| Q2 24 | $406.5M | $1.1B | ||
| Q1 24 | $400.3M | $1.0B |
总债务
HUBB
UFPI
| Q4 25 | — | $229.8M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | $234.0M | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.9B | — |
股东权益
HUBB
UFPI
| Q4 25 | $3.8B | $3.1B | ||
| Q3 25 | $3.7B | $3.2B | ||
| Q2 25 | $3.5B | $3.1B | ||
| Q1 25 | $3.3B | $3.2B | ||
| Q4 24 | $3.3B | $3.2B | ||
| Q3 24 | $3.2B | $3.2B | ||
| Q2 24 | $3.1B | $3.1B | ||
| Q1 24 | $2.9B | $3.1B |
总资产
HUBB
UFPI
| Q4 25 | $8.2B | $4.0B | ||
| Q3 25 | $7.5B | $4.1B | ||
| Q2 25 | $7.1B | $4.1B | ||
| Q1 25 | $6.9B | $4.2B | ||
| Q4 24 | $6.7B | $4.2B | ||
| Q3 24 | $6.9B | $4.2B | ||
| Q2 24 | $6.9B | $4.1B | ||
| Q1 24 | $6.9B | $4.1B |
负债/权益比
HUBB
UFPI
| Q4 25 | — | 0.08× | ||
| Q3 25 | 0.39× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.44× | 0.07× | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.65× | — |
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 | $447.5M | $146.6M |
| 自由现金流经营现金流 - 资本支出 | $388.8M | $82.7M |
| 自由现金流率自由现金流/营收 | 26.0% | 6.2% |
| 资本支出强度资本支出/营收 | 3.9% | 4.8% |
| 现金转化率经营现金流/净利润 | 2.06× | 3.67× |
| 过去12个月自由现金流最近4个季度 | $874.7M | $276.4M |
8季度趋势,按日历期对齐
经营现金流
HUBB
UFPI
| Q4 25 | $447.5M | $146.6M | ||
| Q3 25 | $284.3M | $286.0M | ||
| Q2 25 | $260.6M | $221.9M | ||
| Q1 25 | $37.4M | $-108.8M | ||
| Q4 24 | $432.4M | $144.9M | ||
| Q3 24 | $227.0M | $258.6M | ||
| Q2 24 | $239.6M | $255.9M | ||
| Q1 24 | $92.2M | $-16.8M |
自由现金流
HUBB
UFPI
| Q4 25 | $388.8M | $82.7M | ||
| Q3 25 | $253.8M | $210.2M | ||
| Q2 25 | $220.7M | $159.5M | ||
| Q1 25 | $11.4M | $-176.1M | ||
| Q4 24 | $364.4M | $78.1M | ||
| Q3 24 | $188.8M | $199.7M | ||
| Q2 24 | $205.7M | $198.4M | ||
| Q1 24 | $51.9M | $-65.9M |
自由现金流率
HUBB
UFPI
| Q4 25 | 26.0% | 6.2% | ||
| Q3 25 | 16.9% | 13.5% | ||
| Q2 25 | 14.9% | 8.7% | ||
| Q1 25 | 0.8% | -11.0% | ||
| Q4 24 | 27.3% | 5.3% | ||
| Q3 24 | 13.1% | 12.1% | ||
| Q2 24 | 14.2% | 10.4% | ||
| Q1 24 | 3.7% | -4.0% |
资本支出强度
HUBB
UFPI
| Q4 25 | 3.9% | 4.8% | ||
| Q3 25 | 2.0% | 4.9% | ||
| Q2 25 | 2.7% | 3.4% | ||
| Q1 25 | 1.9% | 4.2% | ||
| Q4 24 | 5.1% | 4.6% | ||
| Q3 24 | 2.6% | 3.6% | ||
| Q2 24 | 2.3% | 3.0% | ||
| Q1 24 | 2.9% | 3.0% |
现金转化率
HUBB
UFPI
| Q4 25 | 2.06× | 3.67× | ||
| Q3 25 | 1.11× | 3.80× | ||
| Q2 25 | 1.07× | 2.20× | ||
| Q1 25 | 0.22× | -1.38× | ||
| Q4 24 | 2.19× | 2.13× | ||
| Q3 24 | 1.03× | 2.59× | ||
| Q2 24 | 1.12× | 2.03× | ||
| Q1 24 | 0.62× | -0.14× |
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
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |