vs
IMAX（IMAX）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是IMAX的1.1倍（$137.5M vs $125.2M），STRATTEC SECURITY CORP净利率更高（3.6% vs 0.5%，领先3.1%），IMAX同比增速更快（35.1% vs 5.9%），IMAX自由现金流更多（$28.0M vs $11.3M），过去两年IMAX的营收复合增速更高（25.8% vs 7.7%）
IMAX公司是加拿大的影视放映技术企业，1967年创立于蒙特利尔，总部位于多伦多地区，在纽约、洛杉矶均设有业务点。核心业务包括IMAX摄影机与放映系统的设计制造，同时面向全球合作影院提供影片开发、制作、后期及发行服务，是沉浸式观影技术领域的领先企业。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
IMAX vs STRT — 直观对比
营收规模更大
STRT
是对方的1.1倍
$125.2M
营收增速更快
IMAX
高出29.2%
5.9%
净利率更高
STRT
高出3.1%
0.5%
自由现金流更多
IMAX
多$16.7M
$11.3M
两年增速更快
IMAX
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $125.2M | $137.5M |
| 净利润 | $637.0K | $4.9M |
| 毛利率 | 57.6% | 16.5% |
| 营业利润率 | 19.3% | 3.5% |
| 净利率 | 0.5% | 3.6% |
| 营收同比 | 35.1% | 5.9% |
| 净利润同比 | -88.0% | 275.1% |
| 每股收益（稀释后） | $0.02 | $1.20 |
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IMAXSTRT
| Q4 25 | $125.2M | $137.5M | ||
| Q3 25 | $106.7M | $152.4M | ||
| Q2 25 | $91.7M | $152.0M | ||
| Q1 25 | $86.7M | $144.1M | ||
| Q4 24 | $92.7M | $129.9M | ||
| Q3 24 | $91.5M | $139.1M | ||
| Q2 24 | $89.0M | — | ||
| Q1 24 | $79.1M | $140.8M |
净利润IMAXSTRT
| Q4 25 | $637.0K | $4.9M | ||
| Q3 25 | $20.7M | $8.5M | ||
| Q2 25 | $11.3M | $8.3M | ||
| Q1 25 | $2.3M | $5.4M | ||
| Q4 24 | $5.3M | $1.3M | ||
| Q3 24 | $13.9M | $3.7M | ||
| Q2 24 | $3.6M | — | ||
| Q1 24 | $3.3M | $1.5M |
毛利率IMAXSTRT
| Q4 25 | 57.6% | 16.5% | ||
| Q3 25 | 63.1% | 17.3% | ||
| Q2 25 | 58.5% | 16.7% | ||
| Q1 25 | 61.4% | 16.0% | ||
| Q4 24 | 52.2% | 13.2% | ||
| Q3 24 | 55.8% | 13.6% | ||
| Q2 24 | 49.4% | — | ||
| Q1 24 | 59.3% | 10.4% |
营业利润率IMAXSTRT
| Q4 25 | 19.3% | 3.5% | ||
| Q3 25 | 27.2% | 6.9% | ||
| Q2 25 | 15.6% | 5.6% | ||
| Q1 25 | 19.3% | 4.9% | ||
| Q4 24 | 10.3% | 1.6% | ||
| Q3 24 | 21.2% | 3.6% | ||
| Q2 24 | 3.2% | — | ||
| Q1 24 | 15.3% | 1.4% |
净利率IMAXSTRT
| Q4 25 | 0.5% | 3.6% | ||
| Q3 25 | 19.4% | 5.6% | ||
| Q2 25 | 12.3% | 5.4% | ||
| Q1 25 | 2.7% | 3.7% | ||
| Q4 24 | 5.7% | 1.0% | ||
| Q3 24 | 15.2% | 2.7% | ||
| Q2 24 | 4.0% | — | ||
| Q1 24 | 4.1% | 1.1% |
每股收益（稀释后）IMAXSTRT
| Q4 25 | $0.02 | $1.20 | ||
| Q3 25 | $0.37 | $2.07 | ||
| Q2 25 | $0.20 | $2.02 | ||
| Q1 25 | $0.04 | $1.32 | ||
| Q4 24 | $0.09 | $0.32 | ||
| Q3 24 | $0.26 | $0.92 | ||
| Q2 24 | $0.07 | — | ||
| Q1 24 | $0.06 | $0.37 |
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 | $151.2M | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $337.9M | $236.8M |
| 总资产 | $894.0M | $392.2M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资IMAXSTRT
| Q4 25 | $151.2M | $99.0M | ||
| Q3 25 | $143.1M | $90.5M | ||
| Q2 25 | $109.3M | $84.6M | ||
| Q1 25 | $97.1M | $62.1M | ||
| Q4 24 | $100.6M | $42.6M | ||
| Q3 24 | $104.5M | $34.4M | ||
| Q2 24 | $91.6M | — | ||
| Q1 24 | $81.0M | $9.6M |
股东权益IMAXSTRT
| Q4 25 | $337.9M | $236.8M | ||
| Q3 25 | $349.5M | $230.5M | ||
| Q2 25 | $320.4M | $221.6M | ||
| Q1 25 | $299.5M | $210.7M | ||
| Q4 24 | $299.5M | $204.5M | ||
| Q3 24 | $289.4M | $203.0M | ||
| Q2 24 | $267.2M | — | ||
| Q1 24 | $258.8M | $193.8M |
总资产IMAXSTRT
| Q4 25 | $894.0M | $392.2M | ||
| Q3 25 | $889.6M | $390.1M | ||
| Q2 25 | $868.6M | $391.5M | ||
| Q1 25 | $848.3M | $387.4M | ||
| Q4 24 | $830.4M | $355.9M | ||
| Q3 24 | $847.6M | $366.9M | ||
| Q2 24 | $827.4M | — | ||
| Q1 24 | $824.1M | $348.5M |
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 | $29.4M | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $28.0M | $11.3M |
| 自由现金流率自由现金流/营收 | 22.3% | 8.2% |
| 资本支出强度资本支出/营收 | 1.1% | 1.9% |
| 现金转化率经营现金流/净利润 | 46.11× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $118.9M | $67.8M |
8季度趋势，按日历期对齐
经营现金流IMAXSTRT
| Q4 25 | $29.4M | $13.9M | ||
| Q3 25 | $67.5M | $11.3M | ||
| Q2 25 | $23.2M | $30.2M | ||
| Q1 25 | $7.0M | $20.7M | ||
| Q4 24 | $11.5M | $9.4M | ||
| Q3 24 | $35.3M | $11.3M | ||
| Q2 24 | $35.0M | — | ||
| Q1 24 | $-11.0M | $-309.0K |
自由现金流IMAXSTRT
| Q4 25 | $28.0M | $11.3M | ||
| Q3 25 | $64.8M | $9.8M | ||
| Q2 25 | $20.9M | $27.2M | ||
| Q1 25 | $5.3M | $19.6M | ||
| Q4 24 | $6.9M | $8.5M | ||
| Q3 24 | $34.2M | $9.3M | ||
| Q2 24 | $33.5M | — | ||
| Q1 24 | $-12.1M | $-2.0M |
自由现金流率IMAXSTRT
| Q4 25 | 22.3% | 8.2% | ||
| Q3 25 | 60.7% | 6.4% | ||
| Q2 25 | 22.8% | 17.9% | ||
| Q1 25 | 6.1% | 13.6% | ||
| Q4 24 | 7.4% | 6.6% | ||
| Q3 24 | 37.3% | 6.7% | ||
| Q2 24 | 37.6% | — | ||
| Q1 24 | -15.3% | -1.4% |
资本支出强度IMAXSTRT
| Q4 25 | 1.1% | 1.9% | ||
| Q3 25 | 2.6% | 1.0% | ||
| Q2 25 | 2.6% | 2.0% | ||
| Q1 25 | 1.9% | 0.8% | ||
| Q4 24 | 5.0% | 0.7% | ||
| Q3 24 | 1.2% | 1.5% | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 1.4% | 1.2% |
现金转化率IMAXSTRT
| Q4 25 | 46.11× | 2.81× | ||
| Q3 25 | 3.27× | 1.33× | ||
| Q2 25 | 2.06× | 3.65× | ||
| Q1 25 | 2.99× | 3.84× | ||
| Q4 24 | 2.16× | 7.16× | ||
| Q3 24 | 2.54× | 3.06× | ||
| Q2 24 | 9.78× | — | ||
| Q1 24 | -3.35× | -0.21× |
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
IMAX
| Technology Sales | $46.6M | 37% |
| Image Enhancement And Maintenance Services | $38.1M | 30% |
| Joint Revenue Sharing Arrangement | $20.4M | 16% |
| Maintenance | $16.3M | 13% |
| Finance Income | $2.8M | 2% |
| Other Content Solutions | $1.6M | 1% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
