vs
QUAKER CHEMICAL CORP（KWR）与SEI INVESTMENTS CO（SEIC）财务数据对比。点击上方公司名可切换其他公司
SEI INVESTMENTS CO的季度营收约是QUAKER CHEMICAL CORP的1.3倍（$622.2M vs $468.5M），SEI INVESTMENTS CO净利率更高（28.0% vs 4.4%，领先23.6%），SEI INVESTMENTS CO同比增速更快（13.0% vs 5.5%），过去两年SEI INVESTMENTS CO的营收复合增速更高（9.5% vs -0.1%）
奎克化学（现业务名称为奎克好富顿）是1918年成立的美国化工企业，总部位于宾夕法尼亚州康舍霍肯。公司在全球21个国家设有35个运营点，超半数净销售额来自美国境外，主营面向钢铁、铝加工、金属加工、汽车、采矿、航空航天、管材制造、制罐等领域的工业工艺流体产品。
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业，服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体，管理、咨询或受托运营规模达1万亿美元的资产，覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
KWR vs SEIC — 直观对比
营收规模更大
SEIC
是对方的1.3倍
$468.5M
营收增速更快
SEIC
高出7.5%
5.5%
净利率更高
SEIC
高出23.6%
4.4%
两年增速更快
SEIC
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $468.5M | $622.2M |
| 净利润 | $20.7M | $174.5M |
| 毛利率 | 35.3% | — |
| 营业利润率 | 6.7% | 30.5% |
| 净利率 | 4.4% | 28.0% |
| 营收同比 | 5.5% | 13.0% |
| 净利润同比 | 45.9% | 15.0% |
| 每股收益（稀释后） | $1.16 | $1.40 |
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KWRSEIC
| Q1 26 | — | $622.2M | ||
| Q4 25 | $468.5M | $607.9M | ||
| Q3 25 | $493.8M | $578.5M | ||
| Q2 25 | $483.4M | $559.6M | ||
| Q1 25 | $442.9M | $551.3M | ||
| Q4 24 | $444.1M | $557.2M | ||
| Q3 24 | $462.3M | $537.4M | ||
| Q2 24 | $463.6M | $519.0M |
净利润KWRSEIC
| Q1 26 | — | $174.5M | ||
| Q4 25 | $20.7M | $172.5M | ||
| Q3 25 | $30.5M | $164.2M | ||
| Q2 25 | $-66.6M | $227.1M | ||
| Q1 25 | $12.9M | $151.5M | ||
| Q4 24 | $14.2M | $155.8M | ||
| Q3 24 | $32.3M | $154.9M | ||
| Q2 24 | $34.9M | $139.1M |
毛利率KWRSEIC
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 36.8% | ||
| Q3 25 | 36.6% | 35.0% | ||
| Q2 25 | 35.5% | 33.8% | ||
| Q1 25 | 36.4% | 34.9% | ||
| Q4 24 | 35.2% | 33.1% | ||
| Q3 24 | 37.3% | 33.8% | ||
| Q2 24 | 37.9% | 32.7% |
营业利润率KWRSEIC
| Q1 26 | — | 30.5% | ||
| Q4 25 | 6.7% | 26.6% | ||
| Q3 25 | 9.4% | 27.7% | ||
| Q2 25 | -10.9% | 26.6% | ||
| Q1 25 | 6.2% | 28.5% | ||
| Q4 24 | 6.5% | 26.1% | ||
| Q3 24 | 11.2% | 26.8% | ||
| Q2 24 | 12.6% | 26.3% |
净利率KWRSEIC
| Q1 26 | — | 28.0% | ||
| Q4 25 | 4.4% | 28.4% | ||
| Q3 25 | 6.2% | 28.4% | ||
| Q2 25 | -13.8% | 40.6% | ||
| Q1 25 | 2.9% | 27.5% | ||
| Q4 24 | 3.2% | 28.0% | ||
| Q3 24 | 7.0% | 28.8% | ||
| Q2 24 | 7.5% | 26.8% |
每股收益（稀释后）KWRSEIC
| Q1 26 | — | $1.40 | ||
| Q4 25 | $1.16 | $1.38 | ||
| Q3 25 | $1.75 | $1.30 | ||
| Q2 25 | $-3.78 | $1.78 | ||
| Q1 25 | $0.73 | $1.17 | ||
| Q4 24 | $0.81 | $1.18 | ||
| Q3 24 | $1.81 | $1.19 | ||
| Q2 24 | $1.94 | $1.05 |
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 | $179.8M | $363.1M |
| 总债务越低越好 | $834.9M | $32.4M |
| 股东权益账面价值 | $1.4B | $2.5B |
| 总资产 | $2.8B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资KWRSEIC
| Q1 26 | — | $363.1M | ||
| Q4 25 | $179.8M | $399.8M | ||
| Q3 25 | $172.0M | — | ||
| Q2 25 | $201.9M | — | ||
| Q1 25 | $186.2M | $710.7M | ||
| Q4 24 | $188.9M | $839.9M | ||
| Q3 24 | $212.1M | $901.1M | ||
| Q2 24 | $188.6M | $768.3M |
总债务KWRSEIC
| Q1 26 | — | $32.4M | ||
| Q4 25 | $834.9M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $669.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益KWRSEIC
| Q1 26 | — | $2.5B | ||
| Q4 25 | $1.4B | $2.4B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.3B | $2.3B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.4B | $2.2B |
总资产KWRSEIC
| Q1 26 | — | $3.3B | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.8B | $2.6B | ||
| Q1 25 | $2.7B | $2.6B | ||
| Q4 24 | $2.6B | $2.7B | ||
| Q3 24 | $2.7B | $2.7B | ||
| Q2 24 | $2.7B | $2.5B |
负债/权益比KWRSEIC
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.49× | — | ||
| 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 | $46.5M | — |
| 自由现金流经营现金流 - 资本支出 | $24.3M | — |
| 自由现金流率自由现金流/营收 | 5.2% | — |
| 资本支出强度资本支出/营收 | 4.7% | — |
| 现金转化率经营现金流/净利润 | 2.25× | — |
| 过去12个月自由现金流最近4个季度 | $80.6M | — |
8季度趋势，按日历期对齐
经营现金流KWRSEIC
| Q1 26 | — | — | ||
| Q4 25 | $46.5M | $126.4M | ||
| Q3 25 | $51.4M | $238.3M | ||
| Q2 25 | $41.6M | $96.5M | ||
| Q1 25 | $-3.0M | $146.5M | ||
| Q4 24 | $63.1M | $195.3M | ||
| Q3 24 | $68.0M | $200.0M | ||
| Q2 24 | $46.3M | $114.7M |
自由现金流KWRSEIC
| Q1 26 | — | — | ||
| Q4 25 | $24.3M | $124.8M | ||
| Q3 25 | $38.0M | $229.6M | ||
| Q2 25 | $33.6M | $92.7M | ||
| Q1 25 | $-15.4M | $137.8M | ||
| Q4 24 | $40.6M | $190.2M | ||
| Q3 24 | $59.8M | $193.7M | ||
| Q2 24 | $39.6M | $107.0M |
自由现金流率KWRSEIC
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | 20.5% | ||
| Q3 25 | 7.7% | 39.7% | ||
| Q2 25 | 7.0% | 16.6% | ||
| Q1 25 | -3.5% | 25.0% | ||
| Q4 24 | 9.1% | 34.1% | ||
| Q3 24 | 12.9% | 36.0% | ||
| Q2 24 | 8.6% | 20.6% |
资本支出强度KWRSEIC
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 0.3% | ||
| Q3 25 | 2.7% | 1.5% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 2.8% | 1.6% | ||
| Q4 24 | 5.1% | 0.9% | ||
| Q3 24 | 1.8% | 1.2% | ||
| Q2 24 | 1.4% | 1.5% |
现金转化率KWRSEIC
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | 0.73× | ||
| Q3 25 | 1.69× | 1.45× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | -0.24× | 0.97× | ||
| Q4 24 | 4.45× | 1.25× | ||
| Q3 24 | 2.10× | 1.29× | ||
| Q2 24 | 1.33× | 0.82× |
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
KWR
| Other | $260.7M | 56% |
| Metalworking And Other | $146.4M | 31% |
| Metals | $61.4M | 13% |
SEIC
暂无分部数据
