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宜瑞安（INGR）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是宜瑞安的1.1倍（$1.9B vs $1.8B），Masco净利率更高（11.9% vs 9.5%，领先2.4%），Masco同比增速更快（6.5% vs -2.4%），过去两年宜瑞安的营收复合增速更高（-3.4% vs -4.2%）
宜瑞安（Ingredion Inc.）是总部位于美国伊利诺伊州的食品饮料配料供应商，主打产品包括淀粉、非转基因甜味剂、甜菊糖、豌豆蛋白等，以玉米、木薯、马铃薯、谷物、果蔬等为原料，产品供应食品、饮料、酿造、制药等多个行业，在全球44个站点拥有约1.2万名员工，客户覆盖超120个国家。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
INGR vs MAS — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.8B
营收增速更快
MAS
高出8.9%
-2.4%
净利率更高
MAS
高出2.4%
9.5%
两年增速更快
INGR
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.9B |
| 净利润 | $167.0M | $228.0M |
| 毛利率 | 24.5% | 35.8% |
| 营业利润率 | 12.5% | 16.5% |
| 净利率 | 9.5% | 11.9% |
| 营收同比 | -2.4% | 6.5% |
| 净利润同比 | 72.2% | 14.5% |
| 每股收益（稀释后） | $2.58 | — |
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INGRMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.8B | $1.8B | ||
| Q3 25 | $1.8B | $1.9B | ||
| Q2 25 | $1.8B | $2.1B | ||
| Q1 25 | $1.8B | $1.8B | ||
| Q4 24 | $1.8B | $1.8B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.9B | $2.1B |
净利润INGRMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $167.0M | $165.0M | ||
| Q3 25 | $171.0M | $189.0M | ||
| Q2 25 | $196.0M | $270.0M | ||
| Q1 25 | $197.0M | $186.0M | ||
| Q4 24 | $97.0M | $182.0M | ||
| Q3 24 | $188.0M | $167.0M | ||
| Q2 24 | $148.0M | $258.0M |
毛利率INGRMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 24.5% | 33.9% | ||
| Q3 25 | 25.1% | 34.2% | ||
| Q2 25 | 26.0% | 37.6% | ||
| Q1 25 | 25.7% | 35.8% | ||
| Q4 24 | 24.9% | 34.8% | ||
| Q3 24 | 25.6% | 36.6% | ||
| Q2 24 | 23.7% | 37.5% |
营业利润率INGRMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 12.5% | 13.8% | ||
| Q3 25 | 13.7% | 15.8% | ||
| Q2 25 | 14.8% | 20.1% | ||
| Q1 25 | 15.2% | 15.9% | ||
| Q4 24 | 9.0% | 15.9% | ||
| Q3 24 | 14.3% | 18.0% | ||
| Q2 24 | 12.8% | 19.0% |
净利率INGRMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 9.5% | 9.2% | ||
| Q3 25 | 9.4% | 9.9% | ||
| Q2 25 | 10.7% | 13.2% | ||
| Q1 25 | 10.9% | 10.3% | ||
| Q4 24 | 5.4% | 10.0% | ||
| Q3 24 | 10.1% | 8.4% | ||
| Q2 24 | 7.9% | 12.3% |
每股收益（稀释后）INGRMAS
| Q1 26 | — | — | ||
| Q4 25 | $2.58 | $0.81 | ||
| Q3 25 | $2.61 | $0.90 | ||
| Q2 25 | $2.99 | $1.28 | ||
| Q1 25 | $3.00 | $0.87 | ||
| Q4 24 | $1.43 | $0.85 | ||
| Q3 24 | $2.83 | $0.77 | ||
| Q2 24 | $2.22 | $1.17 |
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 | $1.0B | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $4.3B | $27.0M |
| 总资产 | $7.9B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资INGRMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $647.0M | ||
| Q3 25 | $915.0M | $559.0M | ||
| Q2 25 | $861.0M | $390.0M | ||
| Q1 25 | $837.0M | $377.0M | ||
| Q4 24 | $997.0M | $634.0M | ||
| Q3 24 | $877.0M | $646.0M | ||
| Q2 24 | $505.0M | $398.0M |
总债务INGRMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益INGRMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $4.3B | $-185.0M | ||
| Q3 25 | $4.2B | $-78.0M | ||
| Q2 25 | $4.2B | $-84.0M | ||
| Q1 25 | $4.0B | $-254.0M | ||
| Q4 24 | $3.8B | $-279.0M | ||
| Q3 24 | $4.0B | $-88.0M | ||
| Q2 24 | $3.7B | $-26.0M |
总资产INGRMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $7.9B | $5.2B | ||
| Q3 25 | $7.8B | $5.3B | ||
| Q2 25 | $7.8B | $5.3B | ||
| Q1 25 | $7.5B | $5.1B | ||
| Q4 24 | $7.4B | $5.0B | ||
| Q3 24 | $7.5B | $5.3B | ||
| Q2 24 | $7.2B | $5.4B |
负债/权益比INGRMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $405.0M | — |
| 自由现金流经营现金流 - 资本支出 | $270.0M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 资本支出强度资本支出/营收 | 7.7% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.43× | — |
| 过去12个月自由现金流最近4个季度 | $511.0M | — |
8季度趋势，按日历期对齐
经营现金流INGRMAS
| Q1 26 | — | — | ||
| Q4 25 | $405.0M | $418.0M | ||
| Q3 25 | $277.0M | $456.0M | ||
| Q2 25 | $185.0M | $306.0M | ||
| Q1 25 | $77.0M | $-158.0M | ||
| Q4 24 | $436.0M | $407.0M | ||
| Q3 24 | $479.0M | $416.0M | ||
| Q2 24 | $312.0M | $346.0M |
自由现金流INGRMAS
| Q1 26 | — | — | ||
| Q4 25 | $270.0M | $371.0M | ||
| Q3 25 | $172.0M | $415.0M | ||
| Q2 25 | $84.0M | $270.0M | ||
| Q1 25 | $-15.0M | $-190.0M | ||
| Q4 24 | $311.0M | $351.0M | ||
| Q3 24 | $429.0M | $378.0M | ||
| Q2 24 | $257.0M | $303.0M |
自由现金流率INGRMAS
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 20.7% | ||
| Q3 25 | 9.5% | 21.6% | ||
| Q2 25 | 4.6% | 13.2% | ||
| Q1 25 | -0.8% | -10.5% | ||
| Q4 24 | 17.3% | 19.2% | ||
| Q3 24 | 22.9% | 19.1% | ||
| Q2 24 | 13.7% | 14.5% |
资本支出强度INGRMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 7.7% | 2.6% | ||
| Q3 25 | 5.8% | 2.1% | ||
| Q2 25 | 5.5% | 1.8% | ||
| Q1 25 | 5.1% | 1.8% | ||
| Q4 24 | 6.9% | 3.1% | ||
| Q3 24 | 2.7% | 1.9% | ||
| Q2 24 | 2.9% | 2.1% |
现金转化率INGRMAS
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 2.53× | ||
| Q3 25 | 1.62× | 2.41× | ||
| Q2 25 | 0.94× | 1.13× | ||
| Q1 25 | 0.39× | -0.85× | ||
| Q4 24 | 4.49× | 2.24× | ||
| Q3 24 | 2.55× | 2.49× | ||
| Q2 24 | 2.11× | 1.34× |
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
INGR
| Food And Industrial Ingredients LATAM Segment | $599.0M | 34% |
| Texture And Healthful Solutions Segment | $598.0M | 34% |
| Food And Industrial Ingredients U.S.Canada Segment | $486.0M | 28% |
| Other | $74.0M | 4% |
MAS
暂无分部数据
