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INNOSPEC INC.（IOSP）与OLIN Corp（OLN）财务数据对比。点击上方公司名可切换其他公司
OLIN Corp的季度营收约是INNOSPEC INC.的3.7倍（$1.7B vs $455.6M）。INNOSPEC INC.净利率更高（10.4% vs -8.6%，领先19.0%）。OLIN Corp同比增速更快（-0.4% vs -2.4%）。过去两年OLIN Corp的营收复合增速更高（0.9% vs -4.6%）
Innospec Inc.是一家美国特种化学品企业，前身为奥克泰尔公司及联合奥克泰尔有限公司，旗下设有三大业务板块：高性能化学品业务覆盖个人护理、家居护理、农化、采矿及工业市场；燃料特种化学品业务专注于生产和供应燃油添加剂；油田服务业务则提供钻井、完井及采油相关化学品。
奥林公司是美国知名制造企业，主营弹药、氯气及氢氧化钠产品。其历史可追溯至1892年成立的两家企业：富兰克林·W·奥林创立的公平火药公司，以及马西森碱业公司。过往奥林旗下化工厂曾发生安全事故，对员工及周边居民健康造成风险。
IOSP vs OLN — 直观对比
营收规模更大
OLN
是对方的3.7倍
$455.6M
营收增速更快
OLN
高出2.0%
-2.4%
净利率更高
IOSP
高出19.0%
-8.6%
两年增速更快
OLN
近两年复合增速
-4.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $455.6M | $1.7B |
| 净利润 | $47.4M | $-143.2M |
| 毛利率 | 28.0% | 1.9% |
| 营业利润率 | 10.3% | -9.4% |
| 净利率 | 10.4% | -8.6% |
| 营收同比 | -2.4% | -0.4% |
| 净利润同比 | 167.3% | -1517.8% |
| 每股收益（稀释后） | $1.90 | $-1.25 |
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IOSPOLN
| Q4 25 | $455.6M | $1.7B | ||
| Q3 25 | $441.9M | $1.7B | ||
| Q2 25 | $439.7M | $1.8B | ||
| Q1 25 | $440.8M | $1.6B | ||
| Q4 24 | $466.8M | $1.7B | ||
| Q3 24 | $443.4M | $1.6B | ||
| Q2 24 | $435.0M | $1.6B | ||
| Q1 24 | $500.2M | $1.6B |
净利润IOSPOLN
| Q4 25 | $47.4M | $-143.2M | ||
| Q3 25 | $12.9M | $43.7M | ||
| Q2 25 | $23.5M | $-2.8M | ||
| Q1 25 | $32.8M | $1.2M | ||
| Q4 24 | $-70.4M | $10.1M | ||
| Q3 24 | $33.4M | $-25.2M | ||
| Q2 24 | $31.2M | $72.3M | ||
| Q1 24 | $41.4M | $47.8M |
毛利率IOSPOLN
| Q4 25 | 28.0% | 1.9% | ||
| Q3 25 | 26.4% | 10.7% | ||
| Q2 25 | 28.0% | 7.9% | ||
| Q1 25 | 28.4% | 9.0% | ||
| Q4 24 | 29.2% | 9.4% | ||
| Q3 24 | 28.0% | 8.5% | ||
| Q2 24 | 29.2% | 14.5% | ||
| Q1 24 | 31.1% | 12.7% |
营业利润率IOSPOLN
| Q4 25 | 10.3% | -9.4% | ||
| Q3 25 | 1.3% | 4.8% | ||
| Q2 25 | 7.8% | 2.0% | ||
| Q1 25 | 9.6% | 2.7% | ||
| Q4 24 | 8.8% | 2.8% | ||
| Q3 24 | 10.3% | 1.0% | ||
| Q2 24 | 9.4% | 8.3% | ||
| Q1 24 | 10.1% | 5.9% |
净利率IOSPOLN
| Q4 25 | 10.4% | -8.6% | ||
| Q3 25 | 2.9% | 2.6% | ||
| Q2 25 | 5.3% | -0.2% | ||
| Q1 25 | 7.4% | 0.1% | ||
| Q4 24 | -15.1% | 0.6% | ||
| Q3 24 | 7.5% | -1.6% | ||
| Q2 24 | 7.2% | 4.4% | ||
| Q1 24 | 8.3% | 2.9% |
每股收益（稀释后）IOSPOLN
| Q4 25 | $1.90 | $-1.25 | ||
| Q3 25 | $0.52 | $0.37 | ||
| Q2 25 | $0.94 | $-0.01 | ||
| Q1 25 | $1.31 | $0.01 | ||
| Q4 24 | $-2.80 | $0.10 | ||
| Q3 24 | $1.33 | $-0.21 | ||
| Q2 24 | $1.24 | $0.62 | ||
| Q1 24 | $1.65 | $0.40 |
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 | $292.5M | $167.6M |
| 总债务越低越好 | — | $2.8B |
| 股东权益账面价值 | $1.3B | $1.8B |
| 总资产 | $1.8B | $7.3B |
| 负债/权益比越低杠杆越低 | — | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资IOSPOLN
| Q4 25 | $292.5M | $167.6M | ||
| Q3 25 | $270.8M | — | ||
| Q2 25 | $266.6M | — | ||
| Q1 25 | $299.8M | — | ||
| Q4 24 | $289.2M | $175.6M | ||
| Q3 24 | $303.8M | — | ||
| Q2 24 | $240.2M | — | ||
| Q1 24 | $270.1M | — |
总债务IOSPOLN
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.7B |
股东权益IOSPOLN
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B | ||
| Q1 24 | $1.2B | $2.2B |
总资产IOSPOLN
| Q4 25 | $1.8B | $7.3B | ||
| Q3 25 | $1.8B | $7.6B | ||
| Q2 25 | $1.8B | $7.7B | ||
| Q1 25 | $1.8B | $7.7B | ||
| Q4 24 | $1.7B | $7.6B | ||
| Q3 24 | $1.8B | $7.5B | ||
| Q2 24 | $1.7B | $7.7B | ||
| Q1 24 | $1.7B | $7.6B |
负债/权益比IOSPOLN
| Q4 25 | — | 1.55× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 1.52× | ||
| Q1 25 | — | 1.50× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 1.31× | ||
| Q1 24 | — | 1.24× |
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 | $61.4M | $321.2M |
| 自由现金流经营现金流 - 资本支出 | $46.8M | — |
| 自由现金流率自由现金流/营收 | 10.3% | — |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 现金转化率经营现金流/净利润 | 1.30× | — |
| 过去12个月自由现金流最近4个季度 | $88.0M | — |
8季度趋势，按日历期对齐
经营现金流IOSPOLN
| Q4 25 | $61.4M | $321.2M | ||
| Q3 25 | $39.3M | $26.7M | ||
| Q2 25 | $9.3M | $212.3M | ||
| Q1 25 | $28.3M | $-86.0M | ||
| Q4 24 | $25.7M | $141.7M | ||
| Q3 24 | $73.5M | $189.9M | ||
| Q2 24 | $4.7M | $90.6M | ||
| Q1 24 | $80.6M | $81.0M |
自由现金流IOSPOLN
| Q4 25 | $46.8M | — | ||
| Q3 25 | $25.0M | $-44.4M | ||
| Q2 25 | $-3.7M | — | ||
| Q1 25 | $19.9M | $-147.4M | ||
| Q4 24 | $13.6M | $90.7M | ||
| Q3 24 | $65.8M | $146.6M | ||
| Q2 24 | $-6.2M | $34.1M | ||
| Q1 24 | $69.9M | $36.7M |
自由现金流率IOSPOLN
| Q4 25 | 10.3% | — | ||
| Q3 25 | 5.7% | -2.6% | ||
| Q2 25 | -0.8% | — | ||
| Q1 25 | 4.5% | -9.0% | ||
| Q4 24 | 2.9% | 5.4% | ||
| Q3 24 | 14.8% | 9.2% | ||
| Q2 24 | -1.4% | 2.1% | ||
| Q1 24 | 14.0% | 2.2% |
资本支出强度IOSPOLN
| Q4 25 | 3.2% | — | ||
| Q3 25 | 3.2% | 4.2% | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 1.9% | 3.7% | ||
| Q4 24 | 2.6% | 3.1% | ||
| Q3 24 | 1.7% | 2.7% | ||
| Q2 24 | 2.5% | 3.4% | ||
| Q1 24 | 2.1% | 2.7% |
现金转化率IOSPOLN
| Q4 25 | 1.30× | — | ||
| Q3 25 | 3.05× | 0.61× | ||
| Q2 25 | 0.40× | — | ||
| Q1 25 | 0.86× | -71.67× | ||
| Q4 24 | — | 14.03× | ||
| Q3 24 | 2.20× | — | ||
| Q2 24 | 0.15× | 1.25× | ||
| Q1 24 | 1.95× | 1.69× |
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
IOSP
| Refinery And Performance | $147.0M | 32% |
| Personal Care | $99.7M | 22% |
| Oilfield Services | $93.1M | 20% |
| Other Fuel Specialties | $47.1M | 10% |
| Other Performance Chemicals | $40.0M | 9% |
| Home Care | $28.7M | 6% |
OLN
| Chlorinechlorinederivativesandothercoproducts | $456.2M | 27% |
| Causticsoda | $400.2M | 24% |
| Militaryandlawenforcement | $304.6M | 18% |
| Epoxyresins | $194.9M | 12% |
| Aromaticsandallylics | $164.4M | 10% |
| Commercial | $144.8M | 9% |
