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艺达思集团（IEX）与BLUE OWL CAPITAL INC.（OWL）财务数据对比。点击上方公司名可切换其他公司
艺达思集团的季度营收约是BLUE OWL CAPITAL INC.的1.2倍（$899.1M vs $755.6M），艺达思集团净利率更高（14.3% vs 6.3%，领先8.0%），艺达思集团同比增速更快（376.5% vs 19.7%），BLUE OWL CAPITAL INC.自由现金流更多（$359.1M vs $189.8M），过去两年BLUE OWL CAPITAL INC.的营收复合增速更高（21.3% vs 5.5%）
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。
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
IEX vs OWL — 直观对比
营收规模更大
IEX
是对方的1.2倍
$755.6M
营收增速更快
IEX
高出356.8%
19.7%
净利率更高
IEX
高出8.0%
6.3%
自由现金流更多
OWL
多$169.3M
$189.8M
两年增速更快
OWL
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.1M | $755.6M |
| 净利润 | $128.3M | $47.7M |
| 毛利率 | 43.1% | — |
| 营业利润率 | 20.4% | 22.2% |
| 净利率 | 14.3% | 6.3% |
| 营收同比 | 376.5% | 19.7% |
| 净利润同比 | 688.5% | 129.8% |
| 每股收益（稀释后） | $1.71 | $0.07 |
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IEXOWL
| Q1 26 | $899.1M | — | ||
| Q4 25 | $899.1M | $755.6M | ||
| Q3 25 | $878.7M | $728.0M | ||
| Q2 25 | $865.4M | $703.1M | ||
| Q1 25 | $814.3M | $683.5M | ||
| Q4 24 | $862.9M | $631.4M | ||
| Q3 24 | $798.2M | $600.9M | ||
| Q2 24 | $807.2M | $549.8M |
净利润IEXOWL
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $47.7M | ||
| Q3 25 | $127.8M | $6.3M | ||
| Q2 25 | $131.6M | $17.4M | ||
| Q1 25 | $95.5M | $7.4M | ||
| Q4 24 | $123.2M | $20.7M | ||
| Q3 24 | $119.1M | $29.8M | ||
| Q2 24 | $141.3M | $33.9M |
毛利率IEXOWL
| Q1 26 | 43.1% | — | ||
| Q4 25 | 43.1% | — | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.3% | — | ||
| Q4 24 | 42.5% | — | ||
| Q3 24 | 44.3% | — | ||
| Q2 24 | 45.4% | — |
营业利润率IEXOWL
| Q1 26 | 20.4% | — | ||
| Q4 25 | 20.4% | 22.2% | ||
| Q3 25 | 21.1% | 7.6% | ||
| Q2 25 | 21.7% | 12.0% | ||
| Q1 25 | 17.4% | 5.9% | ||
| Q4 24 | 19.2% | 11.7% | ||
| Q3 24 | 21.0% | 18.7% | ||
| Q2 24 | 22.6% | 28.4% |
净利率IEXOWL
| Q1 26 | 14.3% | — | ||
| Q4 25 | 14.3% | 6.3% | ||
| Q3 25 | 14.5% | 0.9% | ||
| Q2 25 | 15.2% | 2.5% | ||
| Q1 25 | 11.7% | 1.1% | ||
| Q4 24 | 14.3% | 3.3% | ||
| Q3 24 | 14.9% | 5.0% | ||
| Q2 24 | 17.5% | 6.2% |
每股收益（稀释后）IEXOWL
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | $0.07 | ||
| Q3 25 | $1.70 | $0.01 | ||
| Q2 25 | $1.74 | $0.02 | ||
| Q1 25 | $1.26 | $0.00 | ||
| Q4 24 | $1.61 | $0.06 | ||
| Q3 24 | $1.57 | $0.04 | ||
| Q2 24 | $1.86 | $0.06 |
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 | $194.5M |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $4.0B | $2.2B |
| 总资产 | $6.9B | $12.5B |
| 负债/权益比越低杠杆越低 | — | 1.51× |
8季度趋势，按日历期对齐
现金及短期投资IEXOWL
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $194.5M | ||
| Q3 25 | $593.8M | $137.3M | ||
| Q2 25 | $568.2M | $117.6M | ||
| Q1 25 | $594.1M | $97.6M | ||
| Q4 24 | $620.8M | $152.1M | ||
| Q3 24 | $633.2M | $115.9M | ||
| Q2 24 | $700.7M | $436.8M |
总债务IEXOWL
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $2.0B | $3.2B | ||
| Q4 24 | $2.0B | $2.6B | ||
| Q3 24 | $2.1B | $2.5B | ||
| Q2 24 | $1.3B | $2.5B |
股东权益IEXOWL
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $2.2B | ||
| Q3 25 | $4.0B | $2.3B | ||
| Q2 25 | $4.0B | $2.4B | ||
| Q1 25 | $3.9B | $2.3B | ||
| Q4 24 | $3.8B | $2.1B | ||
| Q3 24 | $3.8B | $2.0B | ||
| Q2 24 | $3.7B | $1.7B |
总资产IEXOWL
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $12.5B | ||
| Q3 25 | $7.0B | $12.5B | ||
| Q2 25 | $6.9B | $12.3B | ||
| Q1 25 | $6.8B | $12.3B | ||
| Q4 24 | $6.7B | $11.0B | ||
| Q3 24 | $7.0B | $10.8B | ||
| Q2 24 | $5.9B | $9.7B |
负债/权益比IEXOWL
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 1.51× | ||
| Q3 25 | 0.48× | 1.41× | ||
| Q2 25 | 0.46× | 1.38× | ||
| Q1 25 | 0.50× | 1.37× | ||
| Q4 24 | 0.52× | 1.22× | ||
| Q3 24 | 0.55× | 1.27× | ||
| Q2 24 | 0.36× | 1.41× |
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 | — | $382.9M |
| 自由现金流经营现金流 - 资本支出 | $189.8M | $359.1M |
| 自由现金流率自由现金流/营收 | 21.1% | 47.5% |
| 资本支出强度资本支出/营收 | 7.1% | 3.1% |
| 现金转化率经营现金流/净利润 | — | 8.03× |
| 过去12个月自由现金流最近4个季度 | $715.2M | $1.2B |
8季度趋势，按日历期对齐
经营现金流IEXOWL
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $382.9M | ||
| Q3 25 | $203.5M | $433.1M | ||
| Q2 25 | $161.7M | $422.5M | ||
| Q1 25 | $105.7M | $17.6M | ||
| Q4 24 | $172.6M | $324.0M | ||
| Q3 24 | $205.3M | $326.0M | ||
| Q2 24 | $133.6M | $302.3M |
自由现金流IEXOWL
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $359.1M | ||
| Q3 25 | $188.7M | $422.5M | ||
| Q2 25 | $146.9M | $412.5M | ||
| Q1 25 | $91.4M | $4.2M | ||
| Q4 24 | $157.1M | $310.1M | ||
| Q3 24 | $191.6M | $314.8M | ||
| Q2 24 | $117.7M | $269.4M |
自由现金流率IEXOWL
| Q1 26 | 21.1% | — | ||
| Q4 25 | 21.1% | 47.5% | ||
| Q3 25 | 21.5% | 58.0% | ||
| Q2 25 | 17.0% | 58.7% | ||
| Q1 25 | 11.2% | 0.6% | ||
| Q4 24 | 18.2% | 49.1% | ||
| Q3 24 | 24.0% | 52.4% | ||
| Q2 24 | 14.6% | 49.0% |
资本支出强度IEXOWL
| Q1 26 | 7.1% | — | ||
| Q4 25 | 2.2% | 3.1% | ||
| Q3 25 | 1.7% | 1.5% | ||
| Q2 25 | 1.7% | 1.4% | ||
| Q1 25 | 1.8% | 2.0% | ||
| Q4 24 | 1.8% | 2.2% | ||
| Q3 24 | 1.7% | 1.9% | ||
| Q2 24 | 2.0% | 6.0% |
现金转化率IEXOWL
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 8.03× | ||
| Q3 25 | 1.59× | 68.64× | ||
| Q2 25 | 1.23× | 24.25× | ||
| Q1 25 | 1.11× | 2.37× | ||
| Q4 24 | 1.40× | 15.62× | ||
| Q3 24 | 1.72× | 10.94× | ||
| Q2 24 | 0.95× | 8.91× |
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
暂无分部数据
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
