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晶科能源控股有限公司(JKS)与莫霍克工业(MHK)财务数据对比。点击上方公司名可切换其他公司
莫霍克工业的季度营收约是晶科能源控股有限公司的1.1倍($2.7B vs $2.5B),过去两年莫霍克工业的营收复合增速更高(0.4% vs -23.1%)
晶科能源控股有限公司是总部位于中国上海的太阳能光伏组件制造商,公司自2010年起在纽约证券交易所挂牌上市,其子公司晶科能源股份有限公司于2022年在上海证券交易所科创板上市,是全球知名的光伏产品提供商。
莫霍克工业是总部位于美国佐治亚州卡尔霍恩的知名地板建材生产商,为北美住宅及商业场景、欧洲住宅场景生产各类地面铺装产品,产品线覆盖软/硬质地材、强化地板、乙烯基地板、天然石材及石英石台面等,在欧洲还供应保温材料、板材及夹层地板。
JKS vs MHK — 直观对比
营收规模更大
MHK
是对方的1.1倍
$2.5B
两年增速更快
MHK
近两年复合增速
-23.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.5B | $2.7B |
| 净利润 | — | $42.0M |
| 毛利率 | 0.3% | 23.0% |
| 营业利润率 | — | 2.5% |
| 净利率 | — | 1.6% |
| 营收同比 | — | 2.4% |
| 净利润同比 | — | -55.0% |
| 每股收益(稀释后) | — | $0.69 |
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
JKS
MHK
| Q2 26 | $2.5B | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $2.3B | $2.8B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $3.5B | $2.7B | ||
| Q2 24 | $3.3B | $2.8B |
净利润
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $42.0M | ||
| Q3 25 | — | $108.8M | ||
| Q2 25 | — | $146.5M | ||
| Q1 25 | — | $72.6M | ||
| Q4 24 | — | $93.3M | ||
| Q3 24 | — | $162.0M | ||
| Q2 24 | — | $157.4M |
毛利率
JKS
MHK
| Q2 26 | 0.3% | — | ||
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | 23.7% | ||
| Q2 25 | 7.3% | 25.5% | ||
| Q1 25 | — | 23.1% | ||
| Q4 24 | — | 23.6% | ||
| Q3 24 | 15.7% | 25.5% | ||
| Q2 24 | 11.1% | 25.8% |
营业利润率
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 7.6% |
净利率
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 6.0% | ||
| Q2 24 | — | 5.6% |
每股收益(稀释后)
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $0.69 | ||
| Q3 25 | — | $1.75 | ||
| Q2 25 | — | $2.34 | ||
| Q1 25 | — | $1.15 | ||
| Q4 24 | — | $1.49 | ||
| Q3 24 | — | $2.55 | ||
| Q2 24 | — | $2.46 |
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 | — | $856.1M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | — | $8.4B |
| 总资产 | — | $13.7B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势,按日历期对齐
现金及短期投资
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $856.1M | ||
| Q3 25 | — | $516.2M | ||
| Q2 25 | — | $546.7M | ||
| Q1 25 | — | $702.5M | ||
| Q4 24 | — | $666.6M | ||
| Q3 24 | — | $424.0M | ||
| Q2 24 | — | $497.4M |
总债务
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $8.3B | ||
| Q2 25 | — | $8.3B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.8B | ||
| Q2 24 | — | $7.6B |
总资产
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $13.7B | ||
| Q3 25 | — | $13.6B | ||
| Q2 25 | — | $13.8B | ||
| Q1 25 | — | $13.4B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | — | $13.3B | ||
| Q2 24 | — | $13.3B |
负债/权益比
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.30× | ||
| 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 | — | $459.6M |
| 自由现金流经营现金流 - 资本支出 | — | $265.2M |
| 自由现金流率自由现金流/营收 | — | 9.8% |
| 资本支出强度资本支出/营收 | — | 7.2% |
| 现金转化率经营现金流/净利润 | — | 10.94× |
| 过去12个月自由现金流最近4个季度 | — | $616.2M |
8季度趋势,按日历期对齐
经营现金流
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $459.6M | ||
| Q3 25 | — | $386.6M | ||
| Q2 25 | — | $206.3M | ||
| Q1 25 | — | $3.7M | ||
| Q4 24 | — | $397.0M | ||
| Q3 24 | — | $319.6M | ||
| Q2 24 | — | $233.6M |
自由现金流
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | $265.2M | ||
| Q3 25 | — | $310.3M | ||
| Q2 25 | — | $126.1M | ||
| Q1 25 | — | $-85.4M | ||
| Q4 24 | — | $236.2M | ||
| Q3 24 | — | $204.2M | ||
| Q2 24 | — | $142.2M |
自由现金流率
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | -3.4% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 5.1% |
资本支出强度
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 3.3% |
现金转化率
JKS
MHK
| Q2 26 | — | — | ||
| Q4 25 | — | 10.94× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 0.05× | ||
| Q4 24 | — | 4.26× | ||
| Q3 24 | — | 1.97× | ||
| Q2 24 | — | 1.48× |
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
JKS
暂无分部数据
MHK
| Other | $1.1B | 41% |
| Flooring NA Segment | $869.8M | 32% |
| Other Products | $270.0M | 10% |
| Other Geographical Areas | $222.0M | 8% |
| Laminateand Wood | $204.2M | 8% |
| Carpet And Resilient | $13.3M | 0% |
| Flooring ROW Segment | $4.9M | 0% |