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KADANT INC（KAI）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
KADANT INC的季度营收约是National Storage Affiliates Trust的1.5倍（$271.6M vs $187.0M），National Storage Affiliates Trust净利率更高（12.2% vs 10.2%，领先2.0%），KADANT INC同比增速更快（-0.0% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $44.1M），过去两年KADANT INC的营收复合增速更高（6.7% vs -2.4%）
Kadant Inc.创立于1991年，最初是Thermo Electron的子公司，部分股权私有、部分公开交易，2001年完成完全分拆并启用现名。公司服务于造纸、废纸回收、木材加工、物料搬运等多个加工领域，是业务覆盖亚洲、欧洲、北美、南美的跨国企业。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
KAI vs NSA — 直观对比
营收规模更大
KAI
是对方的1.5倍
$187.0M
营收增速更快
KAI
高出1.6%
-1.6%
净利率更高
NSA
高出2.0%
10.2%
自由现金流更多
NSA
多$255.8M
$44.1M
两年增速更快
KAI
近两年复合增速
-2.4%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $271.6M | $187.0M |
| 净利润 | $27.7M | $22.9M |
| 毛利率 | 45.2% | 72.5% |
| 营业利润率 | 15.7% | 20.2% |
| 净利率 | 10.2% | 12.2% |
| 营收同比 | -0.0% | -1.6% |
| 净利润同比 | -12.2% | 36.8% |
| 每股收益（稀释后） | $2.35 | $0.23 |
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KAINSA
| Q4 25 | — | $187.0M | ||
| Q3 25 | $271.6M | $188.7M | ||
| Q2 25 | $255.3M | $188.8M | ||
| Q1 25 | $239.2M | $188.4M | ||
| Q4 24 | $258.0M | $190.1M | ||
| Q3 24 | $271.6M | $193.6M | ||
| Q2 24 | $274.8M | $190.4M | ||
| Q1 24 | $249.0M | $196.1M |
净利润KAINSA
| Q4 25 | — | $22.9M | ||
| Q3 25 | $27.7M | $18.4M | ||
| Q2 25 | $26.2M | $19.5M | ||
| Q1 25 | $24.1M | $13.0M | ||
| Q4 24 | $24.0M | $16.7M | ||
| Q3 24 | $31.6M | $18.7M | ||
| Q2 24 | $31.3M | $17.1M | ||
| Q1 24 | $24.7M | $59.0M |
毛利率KAINSA
| Q4 25 | — | 72.5% | ||
| Q3 25 | 45.2% | 70.7% | ||
| Q2 25 | 45.9% | 70.5% | ||
| Q1 25 | 46.1% | 70.7% | ||
| Q4 24 | 43.4% | 72.5% | ||
| Q3 24 | 44.7% | 72.8% | ||
| Q2 24 | 44.4% | 72.6% | ||
| Q1 24 | 44.6% | 72.1% |
营业利润率KAINSA
| Q4 25 | — | 20.2% | ||
| Q3 25 | 15.7% | 15.8% | ||
| Q2 25 | 15.4% | 16.5% | ||
| Q1 25 | 14.9% | 11.0% | ||
| Q4 24 | 14.3% | 14.5% | ||
| Q3 24 | 18.0% | 15.8% | ||
| Q2 24 | 17.6% | 17.2% | ||
| Q1 24 | 14.8% | 48.9% |
净利率KAINSA
| Q4 25 | — | 12.2% | ||
| Q3 25 | 10.2% | 9.8% | ||
| Q2 25 | 10.2% | 10.3% | ||
| Q1 25 | 10.1% | 6.9% | ||
| Q4 24 | 9.3% | 8.8% | ||
| Q3 24 | 11.6% | 9.7% | ||
| Q2 24 | 11.4% | 9.0% | ||
| Q1 24 | 9.9% | 30.1% |
每股收益（稀释后）KAINSA
| Q4 25 | — | $0.23 | ||
| Q3 25 | $2.35 | $0.17 | ||
| Q2 25 | $2.22 | $0.19 | ||
| Q1 25 | $2.04 | $0.10 | ||
| Q4 24 | $2.04 | $0.19 | ||
| Q3 24 | $2.68 | $0.18 | ||
| Q2 24 | $2.66 | $0.16 | ||
| Q1 24 | $2.10 | $0.65 |
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 | $124.5M | $23.3M |
| 总债务越低越好 | $254.6M | — |
| 股东权益账面价值 | $949.8M | $946.0M |
| 总资产 | $1.5B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.27× | — |
8季度趋势，按日历期对齐
现金及短期投资KAINSA
| Q4 25 | — | $23.3M | ||
| Q3 25 | $124.5M | $26.3M | ||
| Q2 25 | $95.3M | $26.1M | ||
| Q1 25 | $91.7M | $19.3M | ||
| Q4 24 | $94.7M | $50.4M | ||
| Q3 24 | $88.4M | $69.9M | ||
| Q2 24 | $73.8M | $59.0M | ||
| Q1 24 | $81.4M | $64.2M |
总债务KAINSA
| Q4 25 | — | — | ||
| Q3 25 | $254.6M | — | ||
| Q2 25 | $245.7M | — | ||
| Q1 25 | $273.5M | — | ||
| Q4 24 | $285.2M | — | ||
| Q3 24 | $323.2M | — | ||
| Q2 24 | $342.0M | — | ||
| Q1 24 | $306.8M | — |
股东权益KAINSA
| Q4 25 | — | $946.0M | ||
| Q3 25 | $949.8M | $973.1M | ||
| Q2 25 | $926.0M | $1.0B | ||
| Q1 25 | $876.0M | $1.0B | ||
| Q4 24 | $847.1M | $1.1B | ||
| Q3 24 | $851.7M | $986.9M | ||
| Q2 24 | $807.7M | $1.2B | ||
| Q1 24 | $782.7M | $1.3B |
总资产KAINSA
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.5B | $5.1B | ||
| Q2 25 | $1.5B | $5.2B | ||
| Q1 25 | $1.4B | $5.3B | ||
| Q4 24 | $1.4B | $5.4B | ||
| Q3 24 | $1.5B | $5.4B | ||
| Q2 24 | $1.5B | $5.3B | ||
| Q1 24 | $1.4B | $5.4B |
负债/权益比KAINSA
| Q4 25 | — | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | 0.31× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.38× | — | ||
| Q2 24 | 0.42× | — | ||
| Q1 24 | 0.39× | — |
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 | $47.3M | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $44.1M | $299.8M |
| 自由现金流率自由现金流/营收 | 16.2% | 160.3% |
| 资本支出强度资本支出/营收 | 1.2% | 20.7% |
| 现金转化率经营现金流/净利润 | 1.70× | 14.79× |
| 过去12个月自由现金流最近4个季度 | $145.9M | $541.5M |
8季度趋势，按日历期对齐
经营现金流KAINSA
| Q4 25 | — | $338.5M | ||
| Q3 25 | $47.3M | $100.2M | ||
| Q2 25 | $40.5M | $79.9M | ||
| Q1 25 | $22.8M | $85.6M | ||
| Q4 24 | $51.9M | $363.1M | ||
| Q3 24 | $52.5M | $105.7M | ||
| Q2 24 | $28.1M | $83.2M | ||
| Q1 24 | $22.8M | $94.0M |
自由现金流KAINSA
| Q4 25 | — | $299.8M | ||
| Q3 25 | $44.1M | $88.0M | ||
| Q2 25 | $36.5M | $73.8M | ||
| Q1 25 | $19.0M | $79.9M | ||
| Q4 24 | $46.3M | $344.4M | ||
| Q3 24 | $48.3M | $101.8M | ||
| Q2 24 | $23.1M | $79.5M | ||
| Q1 24 | $16.6M | $88.6M |
自由现金流率KAINSA
| Q4 25 | — | 160.3% | ||
| Q3 25 | 16.2% | 46.6% | ||
| Q2 25 | 14.3% | 39.1% | ||
| Q1 25 | 7.9% | 42.4% | ||
| Q4 24 | 17.9% | 181.2% | ||
| Q3 24 | 17.8% | 52.6% | ||
| Q2 24 | 8.4% | 41.7% | ||
| Q1 24 | 6.7% | 45.2% |
资本支出强度KAINSA
| Q4 25 | — | 20.7% | ||
| Q3 25 | 1.2% | 6.5% | ||
| Q2 25 | 1.6% | 3.2% | ||
| Q1 25 | 1.6% | 3.0% | ||
| Q4 24 | 2.2% | 9.8% | ||
| Q3 24 | 1.5% | 2.0% | ||
| Q2 24 | 1.8% | 1.9% | ||
| Q1 24 | 2.5% | 2.7% |
现金转化率KAINSA
| Q4 25 | — | 14.79× | ||
| Q3 25 | 1.70× | 5.44× | ||
| Q2 25 | 1.55× | 4.10× | ||
| Q1 25 | 0.95× | 6.59× | ||
| Q4 24 | 2.16× | 21.70× | ||
| Q3 24 | 1.66× | 5.65× | ||
| Q2 24 | 0.90× | 4.88× | ||
| Q1 24 | 0.92× | 1.59× |
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
KAI
| Flow Control | $94.8M | 35% |
| Capital | $83.2M | 31% |
| Material Handling Systems | $70.3M | 26% |
| Transferred Over Time | $17.1M | 6% |
| Other | $6.1M | 2% |
NSA
暂无分部数据
