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艺达思集团（IEX）与Sylvamo Corp（SLVM）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Sylvamo Corp的1.0倍（$899.1M vs $890.0M），艺达思集团净利率更高（14.3% vs 3.7%，领先10.6%），艺达思集团同比增速更快（4.2% vs -8.2%），艺达思集团自由现金流更多（$189.8M vs $38.0M），过去两年艺达思集团的营收复合增速更高（6.0% vs -0.8%）
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。
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。
IEX vs SLVM — 直观对比
营收规模更大
IEX
是对方的1.0倍
$890.0M
营收增速更快
IEX
高出12.4%
-8.2%
净利率更高
IEX
高出10.6%
3.7%
自由现金流更多
IEX
多$151.8M
$38.0M
两年增速更快
IEX
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $899.1M | $890.0M |
| 净利润 | $128.3M | $33.0M |
| 毛利率 | 43.1% | — |
| 营业利润率 | 20.4% | 8.9% |
| 净利率 | 14.3% | 3.7% |
| 营收同比 | 4.2% | -8.2% |
| 净利润同比 | 4.1% | -59.3% |
| 每股收益（稀释后） | $1.71 | $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IEXSLVM
| Q4 25 | $899.1M | $890.0M | ||
| Q3 25 | $878.7M | $846.0M | ||
| Q2 25 | $865.4M | $794.0M | ||
| Q1 25 | $814.3M | $821.0M | ||
| Q4 24 | $862.9M | $970.0M | ||
| Q3 24 | $798.2M | $965.0M | ||
| Q2 24 | $807.2M | $933.0M | ||
| Q1 24 | $800.5M | $905.0M |
净利润IEXSLVM
| Q4 25 | $128.3M | $33.0M | ||
| Q3 25 | $127.8M | $57.0M | ||
| Q2 25 | $131.6M | $15.0M | ||
| Q1 25 | $95.5M | $27.0M | ||
| Q4 24 | $123.2M | $81.0M | ||
| Q3 24 | $119.1M | $95.0M | ||
| Q2 24 | $141.3M | $83.0M | ||
| Q1 24 | $121.4M | $43.0M |
毛利率IEXSLVM
| 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% | — | ||
| Q1 24 | 44.6% | — |
营业利润率IEXSLVM
| Q4 25 | 20.4% | 8.9% | ||
| Q3 25 | 21.1% | 11.6% | ||
| Q2 25 | 21.7% | 3.8% | ||
| Q1 25 | 17.4% | 5.4% | ||
| Q4 24 | 19.2% | 11.2% | ||
| Q3 24 | 21.0% | 15.5% | ||
| Q2 24 | 22.6% | 13.1% | ||
| Q1 24 | 20.1% | 8.0% |
净利率IEXSLVM
| Q4 25 | 14.3% | 3.7% | ||
| Q3 25 | 14.5% | 6.7% | ||
| Q2 25 | 15.2% | 1.9% | ||
| Q1 25 | 11.7% | 3.3% | ||
| Q4 24 | 14.3% | 8.4% | ||
| Q3 24 | 14.9% | 9.8% | ||
| Q2 24 | 17.5% | 8.9% | ||
| Q1 24 | 15.2% | 4.8% |
每股收益（稀释后）IEXSLVM
| Q4 25 | $1.71 | $0.81 | ||
| Q3 25 | $1.70 | $1.41 | ||
| Q2 25 | $1.74 | $0.37 | ||
| Q1 25 | $1.26 | $0.65 | ||
| Q4 24 | $1.61 | $1.91 | ||
| Q3 24 | $1.57 | $2.27 | ||
| Q2 24 | $1.86 | $1.98 | ||
| Q1 24 | $1.60 | $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 | $580.0M | $198.0M |
| 总债务越低越好 | $1.8B | $763.0M |
| 股东权益账面价值 | $4.0B | $966.0M |
| 总资产 | $6.9B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资IEXSLVM
| Q4 25 | $580.0M | $198.0M | ||
| Q3 25 | $593.8M | $146.0M | ||
| Q2 25 | $568.2M | $183.0M | ||
| Q1 25 | $594.1M | $220.0M | ||
| Q4 24 | $620.8M | $309.0M | ||
| Q3 24 | $633.2M | $414.0M | ||
| Q2 24 | $700.7M | $213.0M | ||
| Q1 24 | $616.3M | $218.0M |
总债务IEXSLVM
| Q4 25 | $1.8B | $763.0M | ||
| Q3 25 | $1.9B | $778.0M | ||
| Q2 25 | $1.9B | $767.0M | ||
| Q1 25 | $2.0B | $794.0M | ||
| Q4 24 | $2.0B | $782.0M | ||
| Q3 24 | $2.1B | $883.0M | ||
| Q2 24 | $1.3B | $894.0M | ||
| Q1 24 | $1.3B | $921.0M |
股东权益IEXSLVM
| Q4 25 | $4.0B | $966.0M | ||
| Q3 25 | $4.0B | $977.0M | ||
| Q2 25 | $4.0B | $959.0M | ||
| Q1 25 | $3.9B | $908.0M | ||
| Q4 24 | $3.8B | $847.0M | ||
| Q3 24 | $3.8B | $937.0M | ||
| Q2 24 | $3.7B | $830.0M | ||
| Q1 24 | $3.6B | $889.0M |
总资产IEXSLVM
| Q4 25 | $6.9B | $2.8B | ||
| Q3 25 | $7.0B | $2.7B | ||
| Q2 25 | $6.9B | $2.7B | ||
| Q1 25 | $6.8B | $2.6B | ||
| Q4 24 | $6.7B | $2.6B | ||
| Q3 24 | $7.0B | $2.9B | ||
| Q2 24 | $5.9B | $2.7B | ||
| Q1 24 | $5.9B | $2.6B |
负债/权益比IEXSLVM
| Q4 25 | 0.45× | 0.79× | ||
| Q3 25 | 0.48× | 0.80× | ||
| Q2 25 | 0.46× | 0.80× | ||
| Q1 25 | 0.50× | 0.87× | ||
| Q4 24 | 0.52× | 0.92× | ||
| Q3 24 | 0.55× | 0.94× | ||
| Q2 24 | 0.36× | 1.08× | ||
| Q1 24 | 0.37× | 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 | $209.5M | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $189.8M | $38.0M |
| 自由现金流率自由现金流/营收 | 21.1% | 4.3% |
| 资本支出强度资本支出/营收 | 2.2% | 6.3% |
| 现金转化率经营现金流/净利润 | 1.63× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $616.8M | $44.0M |
8季度趋势，按日历期对齐
经营现金流IEXSLVM
| Q4 25 | $209.5M | $94.0M | ||
| Q3 25 | $203.5M | $87.0M | ||
| Q2 25 | $161.7M | $64.0M | ||
| Q1 25 | $105.7M | $23.0M | ||
| Q4 24 | $172.6M | $164.0M | ||
| Q3 24 | $205.3M | $163.0M | ||
| Q2 24 | $133.6M | $115.0M | ||
| Q1 24 | $156.6M | $27.0M |
自由现金流IEXSLVM
| Q4 25 | $189.8M | $38.0M | ||
| Q3 25 | $188.7M | $33.0M | ||
| Q2 25 | $146.9M | $-2.0M | ||
| Q1 25 | $91.4M | $-25.0M | ||
| Q4 24 | $157.1M | $100.0M | ||
| Q3 24 | $191.6M | $119.0M | ||
| Q2 24 | $117.7M | $62.0M | ||
| Q1 24 | $136.6M | $-33.0M |
自由现金流率IEXSLVM
| Q4 25 | 21.1% | 4.3% | ||
| Q3 25 | 21.5% | 3.9% | ||
| Q2 25 | 17.0% | -0.3% | ||
| Q1 25 | 11.2% | -3.0% | ||
| Q4 24 | 18.2% | 10.3% | ||
| Q3 24 | 24.0% | 12.3% | ||
| Q2 24 | 14.6% | 6.6% | ||
| Q1 24 | 17.1% | -3.6% |
资本支出强度IEXSLVM
| Q4 25 | 2.2% | 6.3% | ||
| Q3 25 | 1.7% | 6.4% | ||
| Q2 25 | 1.7% | 8.3% | ||
| Q1 25 | 1.8% | 5.8% | ||
| Q4 24 | 1.8% | 6.6% | ||
| Q3 24 | 1.7% | 4.6% | ||
| Q2 24 | 2.0% | 5.7% | ||
| Q1 24 | 2.5% | 6.6% |
现金转化率IEXSLVM
| Q4 25 | 1.63× | 2.85× | ||
| Q3 25 | 1.59× | 1.53× | ||
| Q2 25 | 1.23× | 4.27× | ||
| Q1 25 | 1.11× | 0.85× | ||
| Q4 24 | 1.40× | 2.02× | ||
| Q3 24 | 1.72× | 1.72× | ||
| Q2 24 | 0.95× | 1.39× | ||
| Q1 24 | 1.29× | 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
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% |
SLVM
暂无分部数据
