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艺达思集团（IEX）与维蒙特工业（VMI）财务数据对比。点击上方公司名可切换其他公司
维蒙特工业的季度营收约是艺达思集团的1.1倍（$1.0B vs $899.1M），艺达思集团净利率更高（14.3% vs 10.5%，领先3.8%），维蒙特工业同比增速更快（6.2% vs 4.2%），过去两年艺达思集团的营收复合增速更高（6.0% vs -0.5%）
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。
维蒙特工业是美国大型上市制造企业，核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔，在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
IEX vs VMI — 直观对比
营收规模更大
VMI
是对方的1.1倍
$899.1M
营收增速更快
VMI
高出2.0%
4.2%
净利率更高
IEX
高出3.8%
10.5%
两年增速更快
IEX
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $899.1M | $1.0B |
| 净利润 | $128.3M | $108.0M |
| 毛利率 | 43.1% | 30.8% |
| 营业利润率 | 20.4% | 15.1% |
| 净利率 | 14.3% | 10.5% |
| 营收同比 | 4.2% | 6.2% |
| 净利润同比 | 4.1% | 23.8% |
| 每股收益（稀释后） | $1.71 | $5.51 |
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IEXVMI
| Q1 26 | — | $1.0B | ||
| Q4 25 | $899.1M | $1.0B | ||
| Q3 25 | $878.7M | $1.0B | ||
| Q2 25 | $865.4M | $1.1B | ||
| Q1 25 | $814.3M | $969.3M | ||
| Q4 24 | $862.9M | $1.0B | ||
| Q3 24 | $798.2M | $1.0B | ||
| Q2 24 | $807.2M | $1.0B |
净利润IEXVMI
| Q1 26 | — | $108.0M | ||
| Q4 25 | $128.3M | $168.0M | ||
| Q3 25 | $127.8M | $99.0M | ||
| Q2 25 | $131.6M | $-4.0M | ||
| Q1 25 | $95.5M | $87.3M | ||
| Q4 24 | $123.2M | $77.7M | ||
| Q3 24 | $119.1M | $83.1M | ||
| Q2 24 | $141.3M | $99.7M |
毛利率IEXVMI
| Q1 26 | — | 30.8% | ||
| Q4 25 | 43.1% | 29.8% | ||
| Q3 25 | 44.5% | 30.4% | ||
| Q2 25 | 45.3% | 30.6% | ||
| Q1 25 | 45.3% | 30.0% | ||
| Q4 24 | 42.5% | 30.2% | ||
| Q3 24 | 44.3% | 29.6% | ||
| Q2 24 | 45.4% | 30.8% |
营业利润率IEXVMI
| Q1 26 | — | 15.1% | ||
| Q4 25 | 20.4% | 11.2% | ||
| Q3 25 | 21.1% | 13.5% | ||
| Q2 25 | 21.7% | 2.8% | ||
| Q1 25 | 17.4% | 13.2% | ||
| Q4 24 | 19.2% | 11.6% | ||
| Q3 24 | 21.0% | 12.3% | ||
| Q2 24 | 22.6% | 14.2% |
净利率IEXVMI
| Q1 26 | — | 10.5% | ||
| Q4 25 | 14.3% | 16.2% | ||
| Q3 25 | 14.5% | 9.5% | ||
| Q2 25 | 15.2% | -0.4% | ||
| Q1 25 | 11.7% | 9.0% | ||
| Q4 24 | 14.3% | 7.5% | ||
| Q3 24 | 14.9% | 8.1% | ||
| Q2 24 | 17.5% | 9.6% |
每股收益（稀释后）IEXVMI
| Q1 26 | — | $5.51 | ||
| Q4 25 | $1.71 | $9.02 | ||
| Q3 25 | $1.70 | $4.98 | ||
| Q2 25 | $1.74 | $-1.53 | ||
| Q1 25 | $1.26 | $4.32 | ||
| Q4 24 | $1.61 | $3.85 | ||
| Q3 24 | $1.57 | $4.11 | ||
| Q2 24 | $1.86 | $4.91 |
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 | $160.2M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $4.0B | $1.7B |
| 总资产 | $6.9B | $3.4B |
| 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IEXVMI
| Q1 26 | — | $160.2M | ||
| Q4 25 | $580.0M | $187.1M | ||
| Q3 25 | $593.8M | $226.1M | ||
| Q2 25 | $568.2M | $208.5M | ||
| Q1 25 | $594.1M | $184.4M | ||
| Q4 24 | $620.8M | $164.3M | ||
| Q3 24 | $633.2M | $200.5M | ||
| Q2 24 | $700.7M | $163.1M |
总债务IEXVMI
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $795.7M | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $730.6M | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.3B | — |
股东权益IEXVMI
| Q1 26 | — | $1.7B | ||
| Q4 25 | $4.0B | $1.6B | ||
| Q3 25 | $4.0B | $1.6B | ||
| Q2 25 | $4.0B | $1.5B | ||
| Q1 25 | $3.9B | $1.6B | ||
| Q4 24 | $3.8B | $1.5B | ||
| Q3 24 | $3.8B | $1.5B | ||
| Q2 24 | $3.7B | $1.5B |
总资产IEXVMI
| Q1 26 | — | $3.4B | ||
| Q4 25 | $6.9B | $3.4B | ||
| Q3 25 | $7.0B | $3.4B | ||
| Q2 25 | $6.9B | $3.3B | ||
| Q1 25 | $6.8B | $3.4B | ||
| Q4 24 | $6.7B | $3.3B | ||
| Q3 24 | $7.0B | $3.5B | ||
| Q2 24 | $5.9B | $3.5B |
负债/权益比IEXVMI
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.49× | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.46× | — | ||
| Q1 25 | 0.50× | — | ||
| Q4 24 | 0.52× | 0.47× | ||
| Q3 24 | 0.55× | — | ||
| Q2 24 | 0.36× | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $189.8M | — |
| 自由现金流率自由现金流/营收 | 21.1% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | $616.8M | — |
8季度趋势，按日历期对齐
经营现金流IEXVMI
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $111.2M | ||
| Q3 25 | $203.5M | $112.5M | ||
| Q2 25 | $161.7M | $167.6M | ||
| Q1 25 | $105.7M | $65.1M | ||
| Q4 24 | $172.6M | $193.4M | ||
| Q3 24 | $205.3M | $225.1M | ||
| Q2 24 | $133.6M | $130.8M |
自由现金流IEXVMI
| Q1 26 | — | — | ||
| Q4 25 | $189.8M | $70.4M | ||
| Q3 25 | $188.7M | $70.6M | ||
| Q2 25 | $146.9M | $135.6M | ||
| Q1 25 | $91.4M | $34.8M | ||
| Q4 24 | $157.1M | $167.8M | ||
| Q3 24 | $191.6M | $204.6M | ||
| Q2 24 | $117.7M | $112.5M |
自由现金流率IEXVMI
| Q1 26 | — | — | ||
| Q4 25 | 21.1% | 6.8% | ||
| Q3 25 | 21.5% | 6.7% | ||
| Q2 25 | 17.0% | 12.9% | ||
| Q1 25 | 11.2% | 3.6% | ||
| Q4 24 | 18.2% | 16.2% | ||
| Q3 24 | 24.0% | 20.1% | ||
| Q2 24 | 14.6% | 10.8% |
资本支出强度IEXVMI
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 3.9% | ||
| Q3 25 | 1.7% | 4.0% | ||
| Q2 25 | 1.7% | 3.0% | ||
| Q1 25 | 1.8% | 3.1% | ||
| Q4 24 | 1.8% | 2.5% | ||
| Q3 24 | 1.7% | 2.0% | ||
| Q2 24 | 2.0% | 1.8% |
现金转化率IEXVMI
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 0.66× | ||
| Q3 25 | 1.59× | 1.14× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | 0.75× | ||
| Q4 24 | 1.40× | 2.49× | ||
| Q3 24 | 1.72× | 2.71× | ||
| Q2 24 | 0.95× | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
