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勤达睿（KD）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
勤达睿的季度营收约是Masco的2.0倍（$3.8B vs $1.9B），Masco净利率更高（11.9% vs 0.5%，领先11.4%），Masco同比增速更快（6.5% vs 0.0%），过去两年勤达睿的营收复合增速更高（0.4% vs -4.2%）
勤达睿是总部位于美国纽约的跨国IT基础设施服务提供商，2021年由IBM的基础设施服务业务分拆独立成立。公司业务涵盖大型信息系统的设计、搭建、运维与开发，同时提供商业咨询服务，是目前全球最大的IT基础设施服务提供商、全球第五大咨询服务提供商。
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。
KD vs MAS — 直观对比
营收规模更大
KD
是对方的2.0倍
$1.9B
营收增速更快
MAS
高出6.5%
0.0%
净利率更高
MAS
高出11.4%
0.5%
两年增速更快
KD
近两年复合增速
-4.2%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $1.9B |
| 净利润 | $17.0M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 3.5% | 16.5% |
| 净利率 | 0.5% | 11.9% |
| 营收同比 | 0.0% | 6.5% |
| 净利润同比 | -75.0% | 14.5% |
| 每股收益（稀释后） | $0.08 | — |
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KDMAS
| Q1 26 | $3.8B | $1.9B | ||
| Q4 25 | $3.9B | $1.8B | ||
| Q3 25 | $3.7B | $1.9B | ||
| Q2 25 | $3.7B | $2.1B | ||
| Q1 25 | $3.8B | $1.8B | ||
| Q4 24 | $3.7B | $1.8B | ||
| Q3 24 | $3.8B | $2.0B | ||
| Q2 24 | $3.7B | $2.1B |
净利润KDMAS
| Q1 26 | $17.0M | $228.0M | ||
| Q4 25 | $57.0M | $165.0M | ||
| Q3 25 | $68.0M | $189.0M | ||
| Q2 25 | $56.0M | $270.0M | ||
| Q1 25 | $69.0M | $186.0M | ||
| Q4 24 | $215.0M | $182.0M | ||
| Q3 24 | $-43.0M | $167.0M | ||
| Q2 24 | $11.0M | $258.0M |
毛利率KDMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 21.8% | 33.9% | ||
| Q3 25 | 21.5% | 34.2% | ||
| Q2 25 | 21.3% | 37.6% | ||
| Q1 25 | 21.7% | 35.8% | ||
| Q4 24 | 20.4% | 34.8% | ||
| Q3 24 | 19.9% | 36.6% | ||
| Q2 24 | 21.5% | 37.5% |
营业利润率KDMAS
| Q1 26 | 3.5% | 16.5% | ||
| Q4 25 | 2.4% | 13.8% | ||
| Q3 25 | 2.6% | 15.8% | ||
| Q2 25 | 2.5% | 20.1% | ||
| Q1 25 | 3.1% | 15.9% | ||
| Q4 24 | 6.9% | 15.9% | ||
| Q3 24 | -0.1% | 18.0% | ||
| Q2 24 | 1.7% | 19.0% |
净利率KDMAS
| Q1 26 | 0.5% | 11.9% | ||
| Q4 25 | 1.5% | 9.2% | ||
| Q3 25 | 1.8% | 9.9% | ||
| Q2 25 | 1.5% | 13.2% | ||
| Q1 25 | 1.8% | 10.3% | ||
| Q4 24 | 5.7% | 10.0% | ||
| Q3 24 | -1.1% | 8.4% | ||
| Q2 24 | 0.3% | 12.3% |
每股收益（稀释后）KDMAS
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.25 | $0.81 | ||
| Q3 25 | $0.29 | $0.90 | ||
| Q2 25 | $0.23 | $1.28 | ||
| Q1 25 | $0.30 | $0.87 | ||
| Q4 24 | $0.89 | $0.85 | ||
| Q3 24 | $-0.19 | $0.77 | ||
| Q2 24 | $0.05 | $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 | $2.6B | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | — | $27.0M |
| 总资产 | — | $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KDMAS
| Q1 26 | $2.6B | — | ||
| Q4 25 | $1.3B | $647.0M | ||
| Q3 25 | $1.3B | $559.0M | ||
| Q2 25 | $1.5B | $390.0M | ||
| Q1 25 | $1.8B | $377.0M | ||
| Q4 24 | $1.5B | $634.0M | ||
| Q3 24 | $1.3B | $646.0M | ||
| Q2 24 | $1.3B | $398.0M |
总债务KDMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.3B | $2.9B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $3.1B | $2.9B | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $3.1B | — |
股东权益KDMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $1.2B | $-185.0M | ||
| Q3 25 | $1.2B | $-78.0M | ||
| Q2 25 | $1.2B | $-84.0M | ||
| Q1 25 | $1.2B | $-254.0M | ||
| Q4 24 | $1.1B | $-279.0M | ||
| Q3 24 | $1.1B | $-88.0M | ||
| Q2 24 | $996.0M | $-26.0M |
总资产KDMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $11.3B | $5.2B | ||
| Q3 25 | $11.2B | $5.3B | ||
| Q2 25 | $11.5B | $5.3B | ||
| Q1 25 | $10.5B | $5.1B | ||
| Q4 24 | $9.9B | $5.0B | ||
| Q3 24 | $10.4B | $5.3B | ||
| Q2 24 | $10.2B | $5.4B |
负债/权益比KDMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | 1.92× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.44× | — | ||
| Q1 25 | 2.50× | — | ||
| Q4 24 | 2.81× | — | ||
| Q3 24 | 2.92× | — | ||
| Q2 24 | 3.12× | — |
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 | $948.0M | — |
| 自由现金流经营现金流 - 资本支出 | $2.0B | — |
| 自由现金流率自由现金流/营收 | 53.8% | — |
| 资本支出强度资本支出/营收 | 16.1% | 1.8% |
| 现金转化率经营现金流/净利润 | 55.76× | — |
| 过去12个月自由现金流最近4个季度 | $2.0B | — |
8季度趋势，按日历期对齐
经营现金流KDMAS
| Q1 26 | $948.0M | — | ||
| Q4 25 | $428.0M | $418.0M | ||
| Q3 25 | $146.0M | $456.0M | ||
| Q2 25 | $-124.0M | $306.0M | ||
| Q1 25 | $581.0M | $-158.0M | ||
| Q4 24 | $260.0M | $407.0M | ||
| Q3 24 | $149.0M | $416.0M | ||
| Q2 24 | $-48.0M | $346.0M |
自由现金流KDMAS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $208.0M | $371.0M | ||
| Q3 25 | $17.0M | $415.0M | ||
| Q2 25 | $-267.0M | $270.0M | ||
| Q1 25 | $341.0M | $-190.0M | ||
| Q4 24 | $151.0M | $351.0M | ||
| Q3 24 | $15.0M | $378.0M | ||
| Q2 24 | $-170.0M | $303.0M |
自由现金流率KDMAS
| Q1 26 | 53.8% | — | ||
| Q4 25 | 5.4% | 20.7% | ||
| Q3 25 | 0.5% | 21.6% | ||
| Q2 25 | -7.1% | 13.2% | ||
| Q1 25 | 9.0% | -10.5% | ||
| Q4 24 | 4.0% | 19.2% | ||
| Q3 24 | 0.4% | 19.1% | ||
| Q2 24 | -4.5% | 14.5% |
资本支出强度KDMAS
| Q1 26 | 16.1% | 1.8% | ||
| Q4 25 | 5.7% | 2.6% | ||
| Q3 25 | 3.5% | 2.1% | ||
| Q2 25 | 3.8% | 1.8% | ||
| Q1 25 | 6.3% | 1.8% | ||
| Q4 24 | 2.9% | 3.1% | ||
| Q3 24 | 3.6% | 1.9% | ||
| Q2 24 | 3.3% | 2.1% |
现金转化率KDMAS
| Q1 26 | 55.76× | — | ||
| Q4 25 | 7.51× | 2.53× | ||
| Q3 25 | 2.15× | 2.41× | ||
| Q2 25 | -2.21× | 1.13× | ||
| Q1 25 | 8.42× | -0.85× | ||
| Q4 24 | 1.21× | 2.24× | ||
| Q3 24 | — | 2.49× | ||
| Q2 24 | -4.36× | 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
KD
| Principal Markets | $1.3B | 34% |
| United States | $1.0B | 27% |
| Strategic Markets | $916.0M | 24% |
| Japan | $556.0M | 15% |
MAS
暂无分部数据
