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艺达思集团（IEX）与MUELLER INDUSTRIES INC（MLI）财务数据对比。点击上方公司名可切换其他公司
MUELLER INDUSTRIES INC的季度营收约是艺达思集团的1.1倍（$962.4M vs $899.1M），MUELLER INDUSTRIES INC净利率更高（16.0% vs 14.3%，领先1.7%），MUELLER INDUSTRIES INC同比增速更快（4.2% vs 4.2%），艺达思集团自由现金流更多（$189.8M vs $121.4M），过去两年MUELLER INDUSTRIES INC的营收复合增速更高（6.4% vs 6.0%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
Mueller Industries是美国知名工业制造企业，1917年正式成立，总部坐落于美国田纳西州孟菲斯市，主营管道产品、工业金属及暖通制冷设备，2022年入选《财富》1000强榜单，是年营收达数十亿美元的公开上市企业。
IEX vs MLI — 直观对比
营收规模更大
MLI
是对方的1.1倍
$899.1M
营收增速更快
MLI
高出0.0%
4.2%
净利率更高
MLI
高出1.7%
14.3%
自由现金流更多
IEX
多$68.4M
$121.4M
两年增速更快
MLI
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.1M | $962.4M |
| 净利润 | $128.3M | $153.7M |
| 毛利率 | 43.1% | — |
| 营业利润率 | 20.4% | 17.9% |
| 净利率 | 14.3% | 16.0% |
| 营收同比 | 4.2% | 4.2% |
| 净利润同比 | 4.1% | 11.7% |
| 每股收益（稀释后） | $1.71 | $1.37 |
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IEXMLI
| Q4 25 | $899.1M | $962.4M | ||
| Q3 25 | $878.7M | $1.1B | ||
| Q2 25 | $865.4M | $1.1B | ||
| Q1 25 | $814.3M | $1.0B | ||
| Q4 24 | $862.9M | $923.5M | ||
| Q3 24 | $798.2M | $997.8M | ||
| Q2 24 | $807.2M | $997.7M | ||
| Q1 24 | $800.5M | $849.7M |
净利润IEXMLI
| Q4 25 | $128.3M | $153.7M | ||
| Q3 25 | $127.8M | $208.1M | ||
| Q2 25 | $131.6M | $245.9M | ||
| Q1 25 | $95.5M | $157.4M | ||
| Q4 24 | $123.2M | $137.7M | ||
| Q3 24 | $119.1M | $168.7M | ||
| Q2 24 | $141.3M | $160.2M | ||
| Q1 24 | $121.4M | $138.4M |
毛利率IEXMLI
| Q4 25 | 43.1% | — | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.3% | — | ||
| Q4 24 | 42.5% | — | ||
| Q3 24 | 44.3% | 27.6% | ||
| Q2 24 | 45.4% | 27.3% | ||
| Q1 24 | 44.6% | 28.4% |
营业利润率IEXMLI
| Q4 25 | 20.4% | 17.9% | ||
| Q3 25 | 21.1% | 25.6% | ||
| Q2 25 | 21.7% | 26.7% | ||
| Q1 25 | 17.4% | 20.6% | ||
| Q4 24 | 19.2% | 18.4% | ||
| Q3 24 | 21.0% | 20.7% | ||
| Q2 24 | 22.6% | 21.0% | ||
| Q1 24 | 20.1% | 21.6% |
净利率IEXMLI
| Q4 25 | 14.3% | 16.0% | ||
| Q3 25 | 14.5% | 19.3% | ||
| Q2 25 | 15.2% | 21.6% | ||
| Q1 25 | 11.7% | 15.7% | ||
| Q4 24 | 14.3% | 14.9% | ||
| Q3 24 | 14.9% | 16.9% | ||
| Q2 24 | 17.5% | 16.1% | ||
| Q1 24 | 15.2% | 16.3% |
每股收益（稀释后）IEXMLI
| Q4 25 | $1.71 | $1.37 | ||
| Q3 25 | $1.70 | $1.88 | ||
| Q2 25 | $1.74 | $2.22 | ||
| Q1 25 | $1.26 | $1.39 | ||
| Q4 24 | $1.61 | $1.21 | ||
| Q3 24 | $1.57 | $1.48 | ||
| Q2 24 | $1.86 | $1.41 | ||
| Q1 24 | $1.60 | $1.21 |
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 | $580.0M | $1.4B |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $4.0B | $3.2B |
| 总资产 | $6.9B | $3.7B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资IEXMLI
| Q4 25 | $580.0M | $1.4B | ||
| Q3 25 | $593.8M | $1.3B | ||
| Q2 25 | $568.2M | $1.1B | ||
| Q1 25 | $594.1M | $873.6M | ||
| Q4 24 | $620.8M | $1.1B | ||
| Q3 24 | $633.2M | $969.6M | ||
| Q2 24 | $700.7M | $825.7M | ||
| Q1 24 | $616.3M | $1.4B |
总债务IEXMLI
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益IEXMLI
| Q4 25 | $4.0B | $3.2B | ||
| Q3 25 | $4.0B | $3.1B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $3.9B | $2.7B | ||
| Q4 24 | $3.8B | $2.8B | ||
| Q3 24 | $3.8B | $2.7B | ||
| Q2 24 | $3.7B | $2.5B | ||
| Q1 24 | $3.6B | $2.4B |
总资产IEXMLI
| Q4 25 | $6.9B | $3.7B | ||
| Q3 25 | $7.0B | $3.7B | ||
| Q2 25 | $6.9B | $3.5B | ||
| Q1 25 | $6.8B | $3.2B | ||
| Q4 24 | $6.7B | $3.3B | ||
| Q3 24 | $7.0B | $3.2B | ||
| Q2 24 | $5.9B | $3.1B | ||
| Q1 24 | $5.9B | $2.9B |
负债/权益比IEXMLI
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | — | ||
| Q3 24 | 0.55× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 24 | 0.37× | — |
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 | $209.5M | $141.2M |
| 自由现金流经营现金流 - 资本支出 | $189.8M | $121.4M |
| 自由现金流率自由现金流/营收 | 21.1% | 12.6% |
| 资本支出强度资本支出/营收 | 2.2% | 2.1% |
| 现金转化率经营现金流/净利润 | 1.63× | 0.92× |
| 过去12个月自由现金流最近4个季度 | $616.8M | $686.6M |
8季度趋势，按日历期对齐
经营现金流IEXMLI
| Q4 25 | $209.5M | $141.2M | ||
| Q3 25 | $203.5M | $310.1M | ||
| Q2 25 | $161.7M | $190.6M | ||
| Q1 25 | $105.7M | $113.6M | ||
| Q4 24 | $172.6M | $140.1M | ||
| Q3 24 | $205.3M | $231.4M | ||
| Q2 24 | $133.6M | $100.8M | ||
| Q1 24 | $156.6M | $173.6M |
自由现金流IEXMLI
| Q4 25 | $189.8M | $121.4M | ||
| Q3 25 | $188.7M | $291.8M | ||
| Q2 25 | $146.9M | $176.5M | ||
| Q1 25 | $91.4M | $97.0M | ||
| Q4 24 | $157.1M | $111.2M | ||
| Q3 24 | $191.6M | $205.7M | ||
| Q2 24 | $117.7M | $91.6M | ||
| Q1 24 | $136.6M | $157.2M |
自由现金流率IEXMLI
| Q4 25 | 21.1% | 12.6% | ||
| Q3 25 | 21.5% | 27.1% | ||
| Q2 25 | 17.0% | 15.5% | ||
| Q1 25 | 11.2% | 9.7% | ||
| Q4 24 | 18.2% | 12.0% | ||
| Q3 24 | 24.0% | 20.6% | ||
| Q2 24 | 14.6% | 9.2% | ||
| Q1 24 | 17.1% | 18.5% |
资本支出强度IEXMLI
| Q4 25 | 2.2% | 2.1% | ||
| Q3 25 | 1.7% | 1.7% | ||
| Q2 25 | 1.7% | 1.2% | ||
| Q1 25 | 1.8% | 1.7% | ||
| Q4 24 | 1.8% | 3.1% | ||
| Q3 24 | 1.7% | 2.6% | ||
| Q2 24 | 2.0% | 0.9% | ||
| Q1 24 | 2.5% | 1.9% |
现金转化率IEXMLI
| Q4 25 | 1.63× | 0.92× | ||
| Q3 25 | 1.59× | 1.49× | ||
| Q2 25 | 1.23× | 0.78× | ||
| Q1 25 | 1.11× | 0.72× | ||
| Q4 24 | 1.40× | 1.02× | ||
| Q3 24 | 1.72× | 1.37× | ||
| Q2 24 | 0.95× | 0.63× | ||
| Q1 24 | 1.29× | 1.25× |
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
IEX
| Fluid And Metering Technologies | $305.0M | 34% |
| Fireand Safety | $125.0M | 14% |
| Pumps | $105.7M | 12% |
| Water1 | $92.1M | 10% |
| Performance Pneumatic Technologies | $70.2M | 8% |
| Sealing Solutions | $64.0M | 7% |
| Energy | $47.9M | 5% |
| Material Processing Technologies | $37.2M | 4% |
| Dispensing | $33.5M | 4% |
| Valves | $22.7M | 3% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
