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IES Holdings, Inc.（IESC）与Mativ Holdings, Inc.（MATV）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是Mativ Holdings, Inc.的1.9倍（$871.0M vs $463.1M），Mativ Holdings, Inc.净利率更高（21.8% vs 10.5%，领先11.2%），IES Holdings, Inc.同比增速更快（16.2% vs 1.0%），Mativ Holdings, Inc.自由现金流更多（$8.0M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% vs -3.8%）
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
IESC vs MATV — 直观对比
营收规模更大
IESC
是对方的1.9倍
$463.1M
营收增速更快
IESC
高出15.2%
1.0%
净利率更高
MATV
高出11.2%
10.5%
自由现金流更多
MATV
多$26.9M
$-18.9M
两年增速更快
IESC
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $871.0M | $463.1M |
| 净利润 | $91.8M | $100.8M |
| 毛利率 | 25.3% | 18.8% |
| 营业利润率 | 11.2% | 2.2% |
| 净利率 | 10.5% | 21.8% |
| 营收同比 | 16.2% | 1.0% |
| 净利润同比 | 59.1% | 6620.0% |
| 每股收益（稀释后） | $4.51 | $1.87 |
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IESCMATV
| Q4 25 | $871.0M | $463.1M | ||
| Q3 25 | $897.8M | $513.7M | ||
| Q2 25 | $890.2M | $525.4M | ||
| Q1 25 | $834.0M | $484.8M | ||
| Q4 24 | $749.5M | $458.6M | ||
| Q3 24 | $775.8M | $498.5M | ||
| Q2 24 | $768.4M | $523.8M | ||
| Q1 24 | $705.7M | $500.2M |
净利润IESCMATV
| Q4 25 | $91.8M | $100.8M | ||
| Q3 25 | $102.3M | $-3.2M | ||
| Q2 25 | $79.3M | $-9.5M | ||
| Q1 25 | $72.6M | $-425.5M | ||
| Q4 24 | $57.7M | $1.5M | ||
| Q3 24 | $65.5M | $-20.8M | ||
| Q2 24 | $66.6M | $-1.4M | ||
| Q1 24 | $56.8M | $-28.0M |
毛利率IESCMATV
| Q4 25 | 25.3% | 18.8% | ||
| Q3 25 | 26.0% | 19.3% | ||
| Q2 25 | 26.9% | 19.7% | ||
| Q1 25 | 25.0% | 15.0% | ||
| Q4 24 | 23.8% | 16.9% | ||
| Q3 24 | 24.0% | 18.8% | ||
| Q2 24 | 25.3% | 20.8% | ||
| Q1 24 | 24.3% | 16.8% |
营业利润率IESCMATV
| Q4 25 | 11.2% | 2.2% | ||
| Q3 25 | 11.6% | 3.1% | ||
| Q2 25 | 12.6% | 3.8% | ||
| Q1 25 | 11.1% | -88.8% | ||
| Q4 24 | 10.0% | 0.6% | ||
| Q3 24 | 9.7% | 1.4% | ||
| Q2 24 | 11.7% | 2.0% | ||
| Q1 24 | 11.0% | -2.8% |
净利率IESCMATV
| Q4 25 | 10.5% | 21.8% | ||
| Q3 25 | 11.4% | -0.6% | ||
| Q2 25 | 8.9% | -1.8% | ||
| Q1 25 | 8.7% | -87.8% | ||
| Q4 24 | 7.7% | 0.3% | ||
| Q3 24 | 8.4% | -4.2% | ||
| Q2 24 | 8.7% | -0.3% | ||
| Q1 24 | 8.0% | -5.6% |
每股收益（稀释后）IESCMATV
| Q4 25 | $4.51 | $1.87 | ||
| Q3 25 | $4.99 | $-0.06 | ||
| Q2 25 | $3.81 | $-0.18 | ||
| Q1 25 | $3.50 | $-7.82 | ||
| Q4 24 | $2.72 | $0.03 | ||
| Q3 24 | $3.06 | $-0.38 | ||
| Q2 24 | $2.67 | $-0.03 | ||
| Q1 24 | $2.29 | $-0.52 |
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 | $258.7M | $84.2M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $961.1M | $498.7M |
| 总资产 | $1.7B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资IESCMATV
| Q4 25 | $258.7M | $84.2M | ||
| Q3 25 | $231.8M | $97.1M | ||
| Q2 25 | $168.3M | $95.6M | ||
| Q1 25 | $88.3M | $84.0M | ||
| Q4 24 | $112.0M | $94.3M | ||
| Q3 24 | $135.8M | $162.2M | ||
| Q2 24 | $44.9M | $133.4M | ||
| Q1 24 | $106.0M | $128.9M |
总债务IESCMATV
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
股东权益IESCMATV
| Q4 25 | $961.1M | $498.7M | ||
| Q3 25 | $884.0M | $397.4M | ||
| Q2 25 | $781.4M | $416.6M | ||
| Q1 25 | $705.8M | $428.2M | ||
| Q4 24 | $652.4M | $858.5M | ||
| Q3 24 | $611.1M | $882.3M | ||
| Q2 24 | $567.5M | $898.0M | ||
| Q1 24 | $534.8M | $906.9M |
总资产IESCMATV
| Q4 25 | $1.7B | $2.1B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.2B | $2.6B | ||
| Q2 24 | $1.2B | $2.6B | ||
| Q1 24 | $1.1B | $2.7B |
负债/权益比IESCMATV
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.63× | ||
| Q2 25 | — | 2.66× | ||
| Q1 25 | — | 2.67× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.29× | ||
| Q1 24 | — | 1.30× |
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 | $27.7M | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $-18.9M | $8.0M |
| 自由现金流率自由现金流/营收 | -2.2% | 1.7% |
| 资本支出强度资本支出/营收 | 5.3% | 2.4% |
| 现金转化率经营现金流/净利润 | 0.30× | 0.19× |
| 过去12个月自由现金流最近4个季度 | $175.9M | $93.8M |
8季度趋势，按日历期对齐
经营现金流IESCMATV
| Q4 25 | $27.7M | $19.3M | ||
| Q3 25 | $132.0M | $72.8M | ||
| Q2 25 | $92.0M | $57.6M | ||
| Q1 25 | $24.8M | $-15.9M | ||
| Q4 24 | $37.3M | $24.1M | ||
| Q3 24 | $92.8M | $37.6M | ||
| Q2 24 | $82.9M | $46.1M | ||
| Q1 24 | $33.7M | $-13.0M |
自由现金流IESCMATV
| Q4 25 | $-18.9M | $8.0M | ||
| Q3 25 | $112.0M | $66.7M | ||
| Q2 25 | $74.8M | $48.9M | ||
| Q1 25 | $7.9M | $-29.8M | ||
| Q4 24 | $24.1M | $2.0M | ||
| Q3 24 | $78.5M | $25.5M | ||
| Q2 24 | $65.4M | $37.4M | ||
| Q1 24 | $26.9M | $-25.1M |
自由现金流率IESCMATV
| Q4 25 | -2.2% | 1.7% | ||
| Q3 25 | 12.5% | 13.0% | ||
| Q2 25 | 8.4% | 9.3% | ||
| Q1 25 | 0.9% | -6.1% | ||
| Q4 24 | 3.2% | 0.4% | ||
| Q3 24 | 10.1% | 5.1% | ||
| Q2 24 | 8.5% | 7.1% | ||
| Q1 24 | 3.8% | -5.0% |
资本支出强度IESCMATV
| Q4 25 | 5.3% | 2.4% | ||
| Q3 25 | 2.2% | 1.2% | ||
| Q2 25 | 1.9% | 1.7% | ||
| Q1 25 | 2.0% | 2.9% | ||
| Q4 24 | 1.8% | 4.8% | ||
| Q3 24 | 1.8% | 2.4% | ||
| Q2 24 | 2.3% | 1.7% | ||
| Q1 24 | 1.0% | 2.4% |
现金转化率IESCMATV
| Q4 25 | 0.30× | 0.19× | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 0.65× | 16.07× | ||
| Q3 24 | 1.42× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 0.59× | — |
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
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
