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ICAHN ENTERPRISES L.P.（IEP）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
ICAHN ENTERPRISES L.P.的季度营收约是Masco的1.4倍（$2.7B vs $1.9B），Masco净利率更高（11.9% vs 0.0%，领先11.9%），Masco同比增速更快（6.5% vs 5.4%），过去两年ICAHN ENTERPRISES L.P.的营收复合增速更高（4.5% vs -4.2%）
伊坎企业有限合伙企业是美国上市的 Master 有限合伙企业与多元化集团，总部位于佛罗里达州阳光岛海滩的弥尔顿大厦。公司投资布局覆盖能源、汽车、食品包装、金属、房地产、家居时尚等多个领域，由知名投资人卡尔·伊坎控股，其持股比例达86%。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
IEP vs MAS — 直观对比
营收规模更大
IEP
是对方的1.4倍
$1.9B
营收增速更快
MAS
高出1.1%
5.4%
净利率更高
MAS
高出11.9%
0.0%
两年增速更快
IEP
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $1.9B |
| 净利润 | $1.0M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 0.6% | 16.5% |
| 净利率 | 0.0% | 11.9% |
| 营收同比 | 5.4% | 6.5% |
| 净利润同比 | 101.0% | 14.5% |
| 每股收益（稀释后） | — | — |
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IEPMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.7B | $1.8B | ||
| Q3 25 | $2.7B | $1.9B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $1.9B | $1.8B | ||
| Q4 24 | $2.6B | $1.8B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.2B | $2.1B |
净利润IEPMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $1.0M | $165.0M | ||
| Q3 25 | $287.0M | $189.0M | ||
| Q2 25 | $-165.0M | $270.0M | ||
| Q1 25 | $-422.0M | $186.0M | ||
| Q4 24 | $-98.0M | $182.0M | ||
| Q3 24 | $22.0M | $167.0M | ||
| Q2 24 | $-331.0M | $258.0M |
毛利率IEPMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
营业利润率IEPMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 0.6% | 13.8% | ||
| Q3 25 | 19.7% | 15.8% | ||
| Q2 25 | -10.4% | 20.1% | ||
| Q1 25 | -35.0% | 15.9% | ||
| Q4 24 | -5.2% | 15.9% | ||
| Q3 24 | 2.4% | 18.0% | ||
| Q2 24 | -21.9% | 19.0% |
净利率IEPMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 0.0% | 9.2% | ||
| Q3 25 | 10.5% | 9.9% | ||
| Q2 25 | -7.0% | 13.2% | ||
| Q1 25 | -22.6% | 10.3% | ||
| Q4 24 | -3.8% | 10.0% | ||
| Q3 24 | 0.8% | 8.4% | ||
| Q2 24 | -15.0% | 12.3% |
每股收益（稀释后）IEPMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | — | $0.90 | ||
| Q2 25 | — | $1.28 | ||
| Q1 25 | — | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $1.17 |
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 | $1.4B | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | — | $27.0M |
| 总资产 | $14.2B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资IEPMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $647.0M | ||
| Q3 25 | $1.8B | $559.0M | ||
| Q2 25 | $1.8B | $390.0M | ||
| Q1 25 | $2.2B | $377.0M | ||
| Q4 24 | $2.6B | $634.0M | ||
| Q3 24 | $2.3B | $646.0M | ||
| Q2 24 | $2.2B | $398.0M |
总债务IEPMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IEPMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | — | $-185.0M | ||
| Q3 25 | — | $-78.0M | ||
| Q2 25 | — | $-84.0M | ||
| Q1 25 | — | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | — | $-88.0M | ||
| Q2 24 | — | $-26.0M |
总资产IEPMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $14.2B | $5.2B | ||
| Q3 25 | $14.8B | $5.3B | ||
| Q2 25 | $14.8B | $5.3B | ||
| Q1 25 | $15.5B | $5.1B | ||
| Q4 24 | $16.3B | $5.0B | ||
| Q3 24 | $17.4B | $5.3B | ||
| Q2 24 | $18.0B | $5.4B |
负债/权益比IEPMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-421.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-496.0M | — |
| 自由现金流率自由现金流/营收 | -18.4% | — |
| 资本支出强度资本支出/营收 | 2.8% | 1.8% |
| 现金转化率经营现金流/净利润 | -421.00× | — |
| 过去12个月自由现金流最近4个季度 | $-654.0M | — |
8季度趋势，按日历期对齐
经营现金流IEPMAS
| Q1 26 | — | — | ||
| Q4 25 | $-421.0M | $418.0M | ||
| Q3 25 | $15.0M | $456.0M | ||
| Q2 25 | $275.0M | $306.0M | ||
| Q1 25 | $-182.0M | $-158.0M | ||
| Q4 24 | $244.0M | $407.0M | ||
| Q3 24 | $-54.0M | $416.0M | ||
| Q2 24 | $893.0M | $346.0M |
自由现金流IEPMAS
| Q1 26 | — | — | ||
| Q4 25 | $-496.0M | $371.0M | ||
| Q3 25 | $-67.0M | $415.0M | ||
| Q2 25 | $179.0M | $270.0M | ||
| Q1 25 | $-270.0M | $-190.0M | ||
| Q4 24 | $156.0M | $351.0M | ||
| Q3 24 | $-112.0M | $378.0M | ||
| Q2 24 | $827.0M | $303.0M |
自由现金流率IEPMAS
| Q1 26 | — | — | ||
| Q4 25 | -18.4% | 20.7% | ||
| Q3 25 | -2.5% | 21.6% | ||
| Q2 25 | 7.6% | 13.2% | ||
| Q1 25 | -14.5% | -10.5% | ||
| Q4 24 | 6.1% | 19.2% | ||
| Q3 24 | -4.0% | 19.1% | ||
| Q2 24 | 37.6% | 14.5% |
资本支出强度IEPMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 2.8% | 2.6% | ||
| Q3 25 | 3.0% | 2.1% | ||
| Q2 25 | 4.1% | 1.8% | ||
| Q1 25 | 4.7% | 1.8% | ||
| Q4 24 | 3.4% | 3.1% | ||
| Q3 24 | 2.1% | 1.9% | ||
| Q2 24 | 3.0% | 2.1% |
现金转化率IEPMAS
| Q1 26 | — | — | ||
| Q4 25 | -421.00× | 2.53× | ||
| Q3 25 | 0.05× | 2.41× | ||
| Q2 25 | — | 1.13× | ||
| Q1 25 | — | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | -2.45× | 2.49× | ||
| Q2 24 | — | 1.34× |
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
IEP
| Public Utilities Inventory Petroleum Products | $1.6B | 61% |
| Other | $381.0M | 14% |
| Automotive Services | $345.0M | 13% |
| Nitrogen Fertilizer Products | $131.0M | 5% |
| Food Packaging Segment | $82.0M | 3% |
| Home Fashion Segment | $45.0M | 2% |
| Renewable Products | $32.0M | 1% |
| Pharma Segment | $23.0M | 1% |
| Holding Company | $11.0M | 0% |
MAS
暂无分部数据
