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IES Holdings, Inc.（IESC）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
Sylvamo Corp的季度营收约是IES Holdings, Inc.的1.0倍（$890.0M vs $871.0M），IES Holdings, Inc.净利率更高（10.5% vs 3.7%，领先6.8%），IES Holdings, Inc.同比增速更快（16.2% vs -8.2%），Sylvamo Corp自由现金流更多（$38.0M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% vs -0.8%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
IESC vs SLVM — 直观对比
营收规模更大
SLVM
是对方的1.0倍
$871.0M
营收增速更快
IESC
高出24.4%
-8.2%
净利率更高
IESC
高出6.8%
3.7%
自由现金流更多
SLVM
多$56.9M
$-18.9M
两年增速更快
IESC
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $871.0M | $890.0M |
| 净利润 | $91.8M | $33.0M |
| 毛利率 | 25.3% | — |
| 营业利润率 | 11.2% | 8.9% |
| 净利率 | 10.5% | 3.7% |
| 营收同比 | 16.2% | -8.2% |
| 净利润同比 | 59.1% | -59.3% |
| 每股收益（稀释后） | $4.51 | $0.81 |
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IESCSLVM
| Q4 25 | $871.0M | $890.0M | ||
| Q3 25 | $897.8M | $846.0M | ||
| Q2 25 | $890.2M | $794.0M | ||
| Q1 25 | $834.0M | $821.0M | ||
| Q4 24 | $749.5M | $970.0M | ||
| Q3 24 | $775.8M | $965.0M | ||
| Q2 24 | $768.4M | $933.0M | ||
| Q1 24 | $705.7M | $905.0M |
净利润IESCSLVM
| Q4 25 | $91.8M | $33.0M | ||
| Q3 25 | $102.3M | $57.0M | ||
| Q2 25 | $79.3M | $15.0M | ||
| Q1 25 | $72.6M | $27.0M | ||
| Q4 24 | $57.7M | $81.0M | ||
| Q3 24 | $65.5M | $95.0M | ||
| Q2 24 | $66.6M | $83.0M | ||
| Q1 24 | $56.8M | $43.0M |
毛利率IESCSLVM
| Q4 25 | 25.3% | — | ||
| Q3 25 | 26.0% | — | ||
| Q2 25 | 26.9% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 23.8% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 25.3% | — | ||
| Q1 24 | 24.3% | — |
营业利润率IESCSLVM
| Q4 25 | 11.2% | 8.9% | ||
| Q3 25 | 11.6% | 11.6% | ||
| Q2 25 | 12.6% | 3.8% | ||
| Q1 25 | 11.1% | 5.4% | ||
| Q4 24 | 10.0% | 11.2% | ||
| Q3 24 | 9.7% | 15.5% | ||
| Q2 24 | 11.7% | 13.1% | ||
| Q1 24 | 11.0% | 8.0% |
净利率IESCSLVM
| Q4 25 | 10.5% | 3.7% | ||
| Q3 25 | 11.4% | 6.7% | ||
| Q2 25 | 8.9% | 1.9% | ||
| Q1 25 | 8.7% | 3.3% | ||
| Q4 24 | 7.7% | 8.4% | ||
| Q3 24 | 8.4% | 9.8% | ||
| Q2 24 | 8.7% | 8.9% | ||
| Q1 24 | 8.0% | 4.8% |
每股收益（稀释后）IESCSLVM
| Q4 25 | $4.51 | $0.81 | ||
| Q3 25 | $4.99 | $1.41 | ||
| Q2 25 | $3.81 | $0.37 | ||
| Q1 25 | $3.50 | $0.65 | ||
| Q4 24 | $2.72 | $1.91 | ||
| Q3 24 | $3.06 | $2.27 | ||
| Q2 24 | $2.67 | $1.98 | ||
| Q1 24 | $2.29 | $1.02 |
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 | $198.0M |
| 总债务越低越好 | — | $763.0M |
| 股东权益账面价值 | $961.1M | $966.0M |
| 总资产 | $1.7B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资IESCSLVM
| Q4 25 | $258.7M | $198.0M | ||
| Q3 25 | $231.8M | $146.0M | ||
| Q2 25 | $168.3M | $183.0M | ||
| Q1 25 | $88.3M | $220.0M | ||
| Q4 24 | $112.0M | $309.0M | ||
| Q3 24 | $135.8M | $414.0M | ||
| Q2 24 | $44.9M | $213.0M | ||
| Q1 24 | $106.0M | $218.0M |
总债务IESCSLVM
| Q4 25 | — | $763.0M | ||
| Q3 25 | — | $778.0M | ||
| Q2 25 | — | $767.0M | ||
| Q1 25 | — | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M | ||
| Q1 24 | — | $921.0M |
股东权益IESCSLVM
| Q4 25 | $961.1M | $966.0M | ||
| Q3 25 | $884.0M | $977.0M | ||
| Q2 25 | $781.4M | $959.0M | ||
| Q1 25 | $705.8M | $908.0M | ||
| Q4 24 | $652.4M | $847.0M | ||
| Q3 24 | $611.1M | $937.0M | ||
| Q2 24 | $567.5M | $830.0M | ||
| Q1 24 | $534.8M | $889.0M |
总资产IESCSLVM
| Q4 25 | $1.7B | $2.8B | ||
| Q3 25 | $1.6B | $2.7B | ||
| Q2 25 | $1.5B | $2.7B | ||
| Q1 25 | $1.4B | $2.6B | ||
| Q4 24 | $1.3B | $2.6B | ||
| Q3 24 | $1.2B | $2.9B | ||
| Q2 24 | $1.2B | $2.7B | ||
| Q1 24 | $1.1B | $2.6B |
负债/权益比IESCSLVM
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× | ||
| Q1 24 | — | 1.04× |
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 | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $-18.9M | $38.0M |
| 自由现金流率自由现金流/营收 | -2.2% | 4.3% |
| 资本支出强度资本支出/营收 | 5.3% | 6.3% |
| 现金转化率经营现金流/净利润 | 0.30× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $175.9M | $44.0M |
8季度趋势，按日历期对齐
经营现金流IESCSLVM
| Q4 25 | $27.7M | $94.0M | ||
| Q3 25 | $132.0M | $87.0M | ||
| Q2 25 | $92.0M | $64.0M | ||
| Q1 25 | $24.8M | $23.0M | ||
| Q4 24 | $37.3M | $164.0M | ||
| Q3 24 | $92.8M | $163.0M | ||
| Q2 24 | $82.9M | $115.0M | ||
| Q1 24 | $33.7M | $27.0M |
自由现金流IESCSLVM
| Q4 25 | $-18.9M | $38.0M | ||
| Q3 25 | $112.0M | $33.0M | ||
| Q2 25 | $74.8M | $-2.0M | ||
| Q1 25 | $7.9M | $-25.0M | ||
| Q4 24 | $24.1M | $100.0M | ||
| Q3 24 | $78.5M | $119.0M | ||
| Q2 24 | $65.4M | $62.0M | ||
| Q1 24 | $26.9M | $-33.0M |
自由现金流率IESCSLVM
| Q4 25 | -2.2% | 4.3% | ||
| Q3 25 | 12.5% | 3.9% | ||
| Q2 25 | 8.4% | -0.3% | ||
| Q1 25 | 0.9% | -3.0% | ||
| Q4 24 | 3.2% | 10.3% | ||
| Q3 24 | 10.1% | 12.3% | ||
| Q2 24 | 8.5% | 6.6% | ||
| Q1 24 | 3.8% | -3.6% |
资本支出强度IESCSLVM
| Q4 25 | 5.3% | 6.3% | ||
| Q3 25 | 2.2% | 6.4% | ||
| Q2 25 | 1.9% | 8.3% | ||
| Q1 25 | 2.0% | 5.8% | ||
| Q4 24 | 1.8% | 6.6% | ||
| Q3 24 | 1.8% | 4.6% | ||
| Q2 24 | 2.3% | 5.7% | ||
| Q1 24 | 1.0% | 6.6% |
现金转化率IESCSLVM
| Q4 25 | 0.30× | 2.85× | ||
| Q3 25 | 1.29× | 1.53× | ||
| Q2 25 | 1.16× | 4.27× | ||
| Q1 25 | 0.34× | 0.85× | ||
| Q4 24 | 0.65× | 2.02× | ||
| Q3 24 | 1.42× | 1.72× | ||
| Q2 24 | 1.24× | 1.39× | ||
| Q1 24 | 0.59× | 0.63× |
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% |
SLVM
暂无分部数据
