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蓝威斯顿（LW）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是蓝威斯顿的1.2倍（$1.9B vs $1.6B），Masco净利率更高（11.9% vs 3.5%，领先8.4%），Masco同比增速更快（6.5% vs 2.9%），过去两年蓝威斯顿的营收复合增速更高（-1.5% vs -4.2%）
蓝威斯顿控股是美国食品加工企业，为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一，总部坐落于爱达荷州博伊西市郊的伊格尔市。
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。
LW vs MAS — 直观对比
营收规模更大
MAS
是对方的1.2倍
$1.6B
营收增速更快
MAS
高出3.6%
2.9%
净利率更高
MAS
高出8.4%
3.5%
两年增速更快
LW
近两年复合增速
-4.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $54.0M | $228.0M |
| 毛利率 | 21.2% | 35.8% |
| 营业利润率 | 8.1% | 16.5% |
| 净利率 | 3.5% | 11.9% |
| 营收同比 | 2.9% | 6.5% |
| 净利润同比 | -63.0% | 14.5% |
| 每股收益（稀释后） | $0.39 | — |
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LWMAS
| Q1 26 | $1.6B | $1.9B | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.7B | $1.9B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.6B | $2.1B |
净利润LWMAS
| Q1 26 | $54.0M | $228.0M | ||
| Q4 25 | $62.1M | $165.0M | ||
| Q3 25 | $64.3M | $189.0M | ||
| Q2 25 | $119.9M | $270.0M | ||
| Q1 25 | $146.0M | $186.0M | ||
| Q4 24 | $-36.1M | $182.0M | ||
| Q3 24 | $127.4M | $167.0M | ||
| Q2 24 | $129.6M | $258.0M |
毛利率LWMAS
| Q1 26 | 21.2% | 35.8% | ||
| Q4 25 | 20.0% | 33.9% | ||
| Q3 25 | 20.6% | 34.2% | ||
| Q2 25 | 20.4% | 37.6% | ||
| Q1 25 | 27.8% | 35.8% | ||
| Q4 24 | 17.4% | 34.8% | ||
| Q3 24 | 21.5% | 36.6% | ||
| Q2 24 | 24.1% | 37.5% |
营业利润率LWMAS
| Q1 26 | 8.1% | 16.5% | ||
| Q4 25 | 8.6% | 13.8% | ||
| Q3 25 | 9.4% | 15.8% | ||
| Q2 25 | 11.1% | 20.1% | ||
| Q1 25 | 16.4% | 15.9% | ||
| Q4 24 | 1.2% | 15.9% | ||
| Q3 24 | 12.8% | 18.0% | ||
| Q2 24 | 13.2% | 19.0% |
净利率LWMAS
| Q1 26 | 3.5% | 11.9% | ||
| Q4 25 | 3.8% | 9.2% | ||
| Q3 25 | 3.9% | 9.9% | ||
| Q2 25 | 7.2% | 13.2% | ||
| Q1 25 | 9.6% | 10.3% | ||
| Q4 24 | -2.3% | 10.0% | ||
| Q3 24 | 7.7% | 8.4% | ||
| Q2 24 | 8.0% | 12.3% |
每股收益（稀释后）LWMAS
| Q1 26 | $0.39 | — | ||
| Q4 25 | $0.44 | $0.81 | ||
| Q3 25 | $0.46 | $0.90 | ||
| Q2 25 | $0.84 | $1.28 | ||
| Q1 25 | $1.03 | $0.87 | ||
| Q4 24 | $-0.25 | $0.85 | ||
| Q3 24 | $0.88 | $0.77 | ||
| Q2 24 | $0.89 | $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 | $57.5M | — |
| 总债务越低越好 | $3.6B | $2.9B |
| 股东权益账面价值 | $1.8B | $27.0M |
| 总资产 | $7.4B | $5.2B |
| 负债/权益比越低杠杆越低 | 1.99× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资LWMAS
| Q1 26 | $57.5M | — | ||
| Q4 25 | $82.7M | $647.0M | ||
| Q3 25 | $98.6M | $559.0M | ||
| Q2 25 | $70.7M | $390.0M | ||
| Q1 25 | $67.5M | $377.0M | ||
| Q4 24 | $79.0M | $634.0M | ||
| Q3 24 | $120.8M | $646.0M | ||
| Q2 24 | $71.4M | $398.0M |
总债务LWMAS
| Q1 26 | $3.6B | $2.9B | ||
| Q4 25 | $3.6B | $2.9B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.7B | — | ||
| Q4 24 | $3.7B | $2.9B | ||
| Q3 24 | $3.4B | — | ||
| Q2 24 | $3.4B | — |
股东权益LWMAS
| Q1 26 | $1.8B | $27.0M | ||
| Q4 25 | $1.8B | $-185.0M | ||
| Q3 25 | $1.8B | $-78.0M | ||
| Q2 25 | $1.7B | $-84.0M | ||
| Q1 25 | $1.6B | $-254.0M | ||
| Q4 24 | $1.6B | $-279.0M | ||
| Q3 24 | $1.8B | $-88.0M | ||
| Q2 24 | $1.8B | $-26.0M |
总资产LWMAS
| Q1 26 | $7.4B | $5.2B | ||
| Q4 25 | $7.3B | $5.2B | ||
| Q3 25 | $7.2B | $5.3B | ||
| Q2 25 | $7.4B | $5.3B | ||
| Q1 25 | $7.4B | $5.1B | ||
| Q4 24 | $7.5B | $5.0B | ||
| Q3 24 | $7.5B | $5.3B | ||
| Q2 24 | $7.4B | $5.4B |
负债/权益比LWMAS
| Q1 26 | 1.99× | 109.07× | ||
| Q4 25 | 2.08× | — | ||
| Q3 25 | 2.05× | — | ||
| Q2 25 | 2.12× | — | ||
| Q1 25 | 2.25× | — | ||
| Q4 24 | 2.26× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.92× | — |
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 | $65.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-36.3M | — |
| 自由现金流率自由现金流/营收 | -2.3% | — |
| 资本支出强度资本支出/营收 | 6.5% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.21× | — |
| 过去12个月自由现金流最近4个季度 | $569.2M | — |
8季度趋势，按日历期对齐
经营现金流LWMAS
| Q1 26 | $65.2M | — | ||
| Q4 25 | $178.4M | $418.0M | ||
| Q3 25 | $352.0M | $456.0M | ||
| Q2 25 | $868.3M | $306.0M | ||
| Q1 25 | $56.0M | $-158.0M | ||
| Q4 24 | $99.1M | $407.0M | ||
| Q3 24 | $330.2M | $416.0M | ||
| Q2 24 | $798.2M | $346.0M |
自由现金流LWMAS
| Q1 26 | $-36.3M | — | ||
| Q4 25 | $101.0M | $371.0M | ||
| Q3 25 | $274.4M | $415.0M | ||
| Q2 25 | $230.1M | $270.0M | ||
| Q1 25 | $-19.8M | $-190.0M | ||
| Q4 24 | $-49.6M | $351.0M | ||
| Q3 24 | $4.3M | $378.0M | ||
| Q2 24 | $-131.3M | $303.0M |
自由现金流率LWMAS
| Q1 26 | -2.3% | — | ||
| Q4 25 | 6.2% | 20.7% | ||
| Q3 25 | 16.5% | 21.6% | ||
| Q2 25 | 13.7% | 13.2% | ||
| Q1 25 | -1.3% | -10.5% | ||
| Q4 24 | -3.1% | 19.2% | ||
| Q3 24 | 0.3% | 19.1% | ||
| Q2 24 | -8.1% | 14.5% |
资本支出强度LWMAS
| Q1 26 | 6.5% | 1.8% | ||
| Q4 25 | 4.8% | 2.6% | ||
| Q3 25 | 4.7% | 2.1% | ||
| Q2 25 | 38.1% | 1.8% | ||
| Q1 25 | 5.0% | 1.8% | ||
| Q4 24 | 9.3% | 3.1% | ||
| Q3 24 | 19.7% | 1.9% | ||
| Q2 24 | 57.7% | 2.1% |
现金转化率LWMAS
| Q1 26 | 1.21× | — | ||
| Q4 25 | 2.87× | 2.53× | ||
| Q3 25 | 5.47× | 2.41× | ||
| Q2 25 | 7.24× | 1.13× | ||
| Q1 25 | 0.38× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | 2.59× | 2.49× | ||
| Q2 24 | 6.16× | 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
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
MAS
暂无分部数据
