vs
艺达思集团（IEX）与赛莱默（XYL）财务数据对比。点击上方公司名可切换其他公司
赛莱默的季度营收约是艺达思集团的2.7倍（$2.4B vs $899.1M）。艺达思集团净利率更高（14.3% vs 14.0%，领先0.3%）。赛莱默同比增速更快（6.3% vs 4.2%）。赛莱默自由现金流更多（$460.0M vs $189.8M）。过去两年赛莱默的营收复合增速更高（8.6% 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。
该文本为植物学对木质部的定义说明，并非赛莱默公司（Xylem Inc.）的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业，提供水务基础设施、水环境治理等相关设备与服务。
IEX vs XYL — 直观对比
营收规模更大
XYL
是对方的2.7倍
$899.1M
营收增速更快
XYL
高出2.1%
4.2%
净利率更高
IEX
高出0.3%
14.0%
自由现金流更多
XYL
多$270.2M
$189.8M
两年增速更快
XYL
近两年复合增速
6.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $899.1M | $2.4B |
| 净利润 | $128.3M | $335.0M |
| 毛利率 | 43.1% | 38.9% |
| 营业利润率 | 20.4% | 14.7% |
| 净利率 | 14.3% | 14.0% |
| 营收同比 | 4.2% | 6.3% |
| 净利润同比 | 4.1% | 2.8% |
| 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IEXXYL
| Q4 25 | $899.1M | $2.4B | ||
| Q3 25 | $878.7M | $2.3B | ||
| Q2 25 | $865.4M | $2.3B | ||
| Q1 25 | $814.3M | $2.1B | ||
| Q4 24 | $862.9M | $2.3B | ||
| Q3 24 | $798.2M | $2.1B | ||
| Q2 24 | $807.2M | $2.2B | ||
| Q1 24 | $800.5M | $2.0B |
净利润IEXXYL
| Q4 25 | $128.3M | $335.0M | ||
| Q3 25 | $127.8M | $227.0M | ||
| Q2 25 | $131.6M | $226.0M | ||
| Q1 25 | $95.5M | $169.0M | ||
| Q4 24 | $123.2M | $326.0M | ||
| Q3 24 | $119.1M | $217.0M | ||
| Q2 24 | $141.3M | $194.0M | ||
| Q1 24 | $121.4M | $153.0M |
毛利率IEXXYL
| Q4 25 | 43.1% | 38.9% | ||
| Q3 25 | 44.5% | 38.9% | ||
| Q2 25 | 45.3% | 38.8% | ||
| Q1 25 | 45.3% | 37.1% | ||
| Q4 24 | 42.5% | 38.0% | ||
| Q3 24 | 44.3% | 37.3% | ||
| Q2 24 | 45.4% | 37.8% | ||
| Q1 24 | 44.6% | 37.0% |
营业利润率IEXXYL
| Q4 25 | 20.4% | 14.7% | ||
| Q3 25 | 21.1% | 14.7% | ||
| Q2 25 | 21.7% | 13.3% | ||
| Q1 25 | 17.4% | 11.2% | ||
| Q4 24 | 19.2% | 11.8% | ||
| Q3 24 | 21.0% | 13.3% | ||
| Q2 24 | 22.6% | 11.7% | ||
| Q1 24 | 20.1% | 10.3% |
净利率IEXXYL
| Q4 25 | 14.3% | 14.0% | ||
| Q3 25 | 14.5% | 10.0% | ||
| Q2 25 | 15.2% | 9.8% | ||
| Q1 25 | 11.7% | 8.2% | ||
| Q4 24 | 14.3% | 14.5% | ||
| Q3 24 | 14.9% | 10.3% | ||
| Q2 24 | 17.5% | 8.9% | ||
| Q1 24 | 15.2% | 7.5% |
每股收益（稀释后）IEXXYL
| Q4 25 | $1.71 | $1.37 | ||
| Q3 25 | $1.70 | $0.93 | ||
| Q2 25 | $1.74 | $0.93 | ||
| Q1 25 | $1.26 | $0.69 | ||
| Q4 24 | $1.61 | $1.33 | ||
| Q3 24 | $1.57 | $0.89 | ||
| Q2 24 | $1.86 | $0.80 | ||
| Q1 24 | $1.60 | $0.63 |
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 | $1.5B |
| 总债务越低越好 | $1.8B | $2.0B |
| 股东权益账面价值 | $4.0B | $11.5B |
| 总资产 | $6.9B | $17.6B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资IEXXYL
| Q4 25 | $580.0M | $1.5B | ||
| Q3 25 | $593.8M | $1.2B | ||
| Q2 25 | $568.2M | $1.2B | ||
| Q1 25 | $594.1M | $1.1B | ||
| Q4 24 | $620.8M | $1.1B | ||
| Q3 24 | $633.2M | $989.0M | ||
| Q2 24 | $700.7M | $815.0M | ||
| Q1 24 | $616.3M | $947.0M |
总债务IEXXYL
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益IEXXYL
| Q4 25 | $4.0B | $11.5B | ||
| Q3 25 | $4.0B | $11.2B | ||
| Q2 25 | $4.0B | $11.1B | ||
| Q1 25 | $3.9B | $10.8B | ||
| Q4 24 | $3.8B | $10.6B | ||
| Q3 24 | $3.8B | $10.6B | ||
| Q2 24 | $3.7B | $10.3B | ||
| Q1 24 | $3.6B | $10.2B |
总资产IEXXYL
| Q4 25 | $6.9B | $17.6B | ||
| Q3 25 | $7.0B | $17.3B | ||
| Q2 25 | $6.9B | $17.2B | ||
| Q1 25 | $6.8B | $16.6B | ||
| Q4 24 | $6.7B | $16.5B | ||
| Q3 24 | $7.0B | $16.0B | ||
| Q2 24 | $5.9B | $15.8B | ||
| Q1 24 | $5.9B | $15.9B |
负债/权益比IEXXYL
| Q4 25 | 0.45× | 0.17× | ||
| Q3 25 | 0.48× | 0.18× | ||
| Q2 25 | 0.46× | 0.18× | ||
| Q1 25 | 0.50× | 0.19× | ||
| Q4 24 | 0.52× | 0.19× | ||
| 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 | $543.0M |
| 自由现金流经营现金流 - 资本支出 | $189.8M | $460.0M |
| 自由现金流率自由现金流/营收 | 21.1% | 19.2% |
| 资本支出强度资本支出/营收 | 2.2% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $616.8M | $910.0M |
8季度趋势，按日历期对齐
经营现金流IEXXYL
| Q4 25 | $209.5M | $543.0M | ||
| Q3 25 | $203.5M | $360.0M | ||
| Q2 25 | $161.7M | $305.0M | ||
| Q1 25 | $105.7M | $33.0M | ||
| Q4 24 | $172.6M | $575.0M | ||
| Q3 24 | $205.3M | $311.0M | ||
| Q2 24 | $133.6M | $288.0M | ||
| Q1 24 | $156.6M | $89.0M |
自由现金流IEXXYL
| Q4 25 | $189.8M | $460.0M | ||
| Q3 25 | $188.7M | $281.0M | ||
| Q2 25 | $146.9M | $207.0M | ||
| Q1 25 | $91.4M | $-38.0M | ||
| Q4 24 | $157.1M | $475.0M | ||
| Q3 24 | $191.6M | $237.0M | ||
| Q2 24 | $117.7M | $215.0M | ||
| Q1 24 | $136.6M | $15.0M |
自由现金流率IEXXYL
| Q4 25 | 21.1% | 19.2% | ||
| Q3 25 | 21.5% | 12.4% | ||
| Q2 25 | 17.0% | 9.0% | ||
| Q1 25 | 11.2% | -1.8% | ||
| Q4 24 | 18.2% | 21.1% | ||
| Q3 24 | 24.0% | 11.3% | ||
| Q2 24 | 14.6% | 9.9% | ||
| Q1 24 | 17.1% | 0.7% |
资本支出强度IEXXYL
| Q4 25 | 2.2% | 3.5% | ||
| Q3 25 | 1.7% | 3.5% | ||
| Q2 25 | 1.7% | 4.3% | ||
| Q1 25 | 1.8% | 3.4% | ||
| Q4 24 | 1.8% | 4.4% | ||
| Q3 24 | 1.7% | 3.5% | ||
| Q2 24 | 2.0% | 3.4% | ||
| Q1 24 | 2.5% | 3.6% |
现金转化率IEXXYL
| Q4 25 | 1.63× | 1.62× | ||
| Q3 25 | 1.59× | 1.59× | ||
| Q2 25 | 1.23× | 1.35× | ||
| Q1 25 | 1.11× | 0.20× | ||
| Q4 24 | 1.40× | 1.76× | ||
| Q3 24 | 1.72× | 1.43× | ||
| Q2 24 | 0.95× | 1.48× | ||
| Q1 24 | 1.29× | 0.58× |
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% |
XYL
| Products | $2.0B | 83% |
| Services | $412.0M | 17% |
