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豪梅特航空航天（HWM）与希捷科技（STX）财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是豪梅特航空航天的1.4倍（$3.1B vs $2.2B），希捷科技净利率更高（24.0% vs 17.2%，领先6.9%），希捷科技同比增速更快（44.1% vs 14.6%），希捷科技自由现金流更多（$953.0M vs $530.0M），过去两年希捷科技的营收复合增速更高（28.4% vs 9.0%）
豪梅特航空航天是总部位于美国宾夕法尼亚州匹兹堡的航空航天企业，专业生产喷气发动机零部件、航空紧固件、航空用钛合金结构件，同时为重型卡车供应高性能锻造铝轮产品。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
HWM vs STX — 直观对比
营收规模更大
STX
是对方的1.4倍
$2.2B
营收增速更快
STX
高出29.4%
14.6%
净利率更高
STX
高出6.9%
17.2%
自由现金流更多
STX
多$423.0M
$530.0M
两年增速更快
STX
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.1B |
| 净利润 | $372.0M | $748.0M |
| 毛利率 | — | 46.5% |
| 营业利润率 | 22.6% | 32.1% |
| 净利率 | 17.2% | 24.0% |
| 营收同比 | 14.6% | 44.1% |
| 净利润同比 | 18.5% | -23.8% |
| 每股收益（稀释后） | $0.92 | $3.27 |
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HWMSTX
| Q3 26 | — | $3.1B | ||
| Q1 26 | — | $2.8B | ||
| Q4 25 | $2.2B | $2.6B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $1.9B | $2.2B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $1.8B | $2.2B |
净利润HWMSTX
| Q3 26 | — | $748.0M | ||
| Q1 26 | — | $593.0M | ||
| Q4 25 | $372.0M | $549.0M | ||
| Q3 25 | $385.0M | — | ||
| Q2 25 | $407.0M | $488.0M | ||
| Q1 25 | $344.0M | $340.0M | ||
| Q4 24 | $314.0M | $336.0M | ||
| Q3 24 | $332.0M | $305.0M |
毛利率HWMSTX
| Q3 26 | — | 46.5% | ||
| Q1 26 | — | 41.6% | ||
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 32.9% |
营业利润率HWMSTX
| Q3 26 | — | 32.1% | ||
| Q1 26 | — | 29.8% | ||
| Q4 25 | 22.6% | 26.4% | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 25.4% | 23.2% | ||
| Q1 25 | 25.4% | 20.0% | ||
| Q4 24 | 23.5% | 21.0% | ||
| Q3 24 | 22.9% | 18.6% |
净利率HWMSTX
| Q3 26 | — | 24.0% | ||
| Q1 26 | — | 21.0% | ||
| Q4 25 | 17.2% | 20.9% | ||
| Q3 25 | 18.4% | — | ||
| Q2 25 | 19.8% | 20.0% | ||
| Q1 25 | 17.7% | 15.7% | ||
| Q4 24 | 16.6% | 14.5% | ||
| Q3 24 | 18.1% | 14.1% |
每股收益（稀释后）HWMSTX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | $0.92 | $2.43 | ||
| Q3 25 | $0.95 | — | ||
| Q2 25 | $1.00 | $2.24 | ||
| Q1 25 | $0.84 | $1.57 | ||
| Q4 24 | $0.76 | $1.55 | ||
| Q3 24 | $0.81 | $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 | $742.0M | $1.1B |
| 总债务越低越好 | $3.0B | $3.9B |
| 股东权益账面价值 | $5.4B | — |
| 总资产 | $11.2B | $8.9B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资HWMSTX
| Q3 26 | — | $1.1B | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $742.0M | $1.1B | ||
| Q3 25 | $659.0M | — | ||
| Q2 25 | $545.0M | $891.0M | ||
| Q1 25 | $536.0M | $814.0M | ||
| Q4 24 | $564.0M | $1.2B | ||
| Q3 24 | $475.0M | $1.2B |
总债务HWMSTX
| Q3 26 | — | $3.9B | ||
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $3.3B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.4B | — |
股东权益HWMSTX
| Q3 26 | — | — | ||
| Q1 26 | — | $459.0M | ||
| Q4 25 | $5.4B | $-63.0M | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.0B | $-453.0M | ||
| Q1 25 | $4.8B | $-829.0M | ||
| Q4 24 | $4.6B | $-1.1B | ||
| Q3 24 | $4.5B | $-1.3B |
总资产HWMSTX
| Q3 26 | — | $8.9B | ||
| Q1 26 | — | $8.7B | ||
| Q4 25 | $11.2B | $8.4B | ||
| Q3 25 | $11.2B | — | ||
| Q2 25 | $11.0B | $8.0B | ||
| Q1 25 | $10.8B | $7.6B | ||
| Q4 24 | $10.5B | $8.0B | ||
| Q3 24 | $10.6B | $8.0B |
负债/权益比HWMSTX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.62× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.75× | — |
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 | $654.0M | $2.4B |
| 自由现金流经营现金流 - 资本支出 | $530.0M | $953.0M |
| 自由现金流率自由现金流/营收 | 24.4% | 30.6% |
| 资本支出强度资本支出/营收 | 5.7% | — |
| 现金转化率经营现金流/净利润 | 1.76× | 3.17× |
| 过去12个月自由现金流最近4个季度 | $1.4B | — |
8季度趋势，按日历期对齐
经营现金流HWMSTX
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $654.0M | $532.0M | ||
| Q3 25 | $531.0M | — | ||
| Q2 25 | $446.0M | $508.0M | ||
| Q1 25 | $253.0M | $259.0M | ||
| Q4 24 | $480.0M | $221.0M | ||
| Q3 24 | $244.0M | $95.0M |
自由现金流HWMSTX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $530.0M | $427.0M | ||
| Q3 25 | $423.0M | — | ||
| Q2 25 | $344.0M | $425.0M | ||
| Q1 25 | $134.0M | $216.0M | ||
| Q4 24 | $378.0M | $150.0M | ||
| Q3 24 | $162.0M | $27.0M |
自由现金流率HWMSTX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 24.4% | 16.2% | ||
| Q3 25 | 20.2% | — | ||
| Q2 25 | 16.8% | 17.4% | ||
| Q1 25 | 6.9% | 10.0% | ||
| Q4 24 | 20.0% | 6.5% | ||
| Q3 24 | 8.8% | 1.2% |
资本支出强度HWMSTX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | 4.0% | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 5.0% | 3.4% | ||
| Q1 25 | 6.1% | 2.0% | ||
| Q4 24 | 5.4% | 3.1% | ||
| Q3 24 | 4.5% | 3.1% |
现金转化率HWMSTX
| Q3 26 | — | 3.17× | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.76× | 0.97× | ||
| Q3 25 | 1.38× | — | ||
| Q2 25 | 1.10× | 1.04× | ||
| Q1 25 | 0.74× | 0.76× | ||
| Q4 24 | 1.53× | 0.66× | ||
| Q3 24 | 0.73× | 0.31× |
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
HWM
| Engine Products Segment | $1.2B | 54% |
| Fastening Systems | $454.0M | 21% |
| Forged Wheels | $264.0M | 12% |
| Aerospace Defense | $236.0M | 11% |
| Commercial Transportation | $46.0M | 2% |
STX
暂无分部数据
