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Masco（MAS）与NetApp（NTAP）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NetApp的1.1倍（$1.9B vs $1.7B），NetApp净利率更高（17.9% vs 11.9%，领先6.0%），Masco同比增速更快（6.5% vs 2.8%），过去两年NetApp的营收复合增速更高（3.0% vs -4.2%）
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。
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
MAS vs NTAP — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.7B
营收增速更快
MAS
高出3.7%
2.8%
净利率更高
NTAP
高出6.0%
11.9%
两年增速更快
NTAP
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $228.0M | $305.0M |
| 毛利率 | 35.8% | 72.0% |
| 营业利润率 | 16.5% | 23.4% |
| 净利率 | 11.9% | 17.9% |
| 营收同比 | 6.5% | 2.8% |
| 净利润同比 | 14.5% | 2.0% |
| 每股收益（稀释后） | — | $1.51 |
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MASNTAP
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $1.9B | $1.6B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $2.1B | $1.7B |
净利润MASNTAP
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $305.0M | ||
| Q3 25 | $189.0M | $233.0M | ||
| Q2 25 | $270.0M | $340.0M | ||
| Q1 25 | $186.0M | $299.0M | ||
| Q4 24 | $182.0M | $299.0M | ||
| Q3 24 | $167.0M | $248.0M | ||
| Q2 24 | $258.0M | $291.0M |
毛利率MASNTAP
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 72.0% | ||
| Q3 25 | 34.2% | 70.4% | ||
| Q2 25 | 37.6% | 68.9% | ||
| Q1 25 | 35.8% | 69.8% | ||
| Q4 24 | 34.8% | 71.0% | ||
| Q3 24 | 36.6% | 71.3% | ||
| Q2 24 | 37.5% | 70.5% |
营业利润率MASNTAP
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 23.4% | ||
| Q3 25 | 15.8% | 19.8% | ||
| Q2 25 | 20.1% | 20.1% | ||
| Q1 25 | 15.9% | 22.1% | ||
| Q4 24 | 15.9% | 20.8% | ||
| Q3 24 | 18.0% | 18.3% | ||
| Q2 24 | 19.0% | 21.9% |
净利率MASNTAP
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 17.9% | ||
| Q3 25 | 9.9% | 14.9% | ||
| Q2 25 | 13.2% | 19.6% | ||
| Q1 25 | 10.3% | 18.2% | ||
| Q4 24 | 10.0% | 18.0% | ||
| Q3 24 | 8.4% | 16.1% | ||
| Q2 24 | 12.3% | 17.4% |
每股收益（稀释后）MASNTAP
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $1.51 | ||
| Q3 25 | $0.90 | $1.15 | ||
| Q2 25 | $1.28 | $1.64 | ||
| Q1 25 | $0.87 | $1.44 | ||
| Q4 24 | $0.85 | $1.42 | ||
| Q3 24 | $0.77 | $1.17 | ||
| Q2 24 | $1.17 | $1.36 |
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 | — | $3.0B |
| 总债务越低越好 | $2.9B | $2.5B |
| 股东权益账面价值 | $27.0M | $986.0M |
| 总资产 | $5.2B | $9.6B |
| 负债/权益比越低杠杆越低 | 109.07× | 2.52× |
8季度趋势，按日历期对齐
现金及短期投资MASNTAP
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $3.0B | ||
| Q3 25 | $559.0M | $3.3B | ||
| Q2 25 | $390.0M | $3.8B | ||
| Q1 25 | $377.0M | $2.3B | ||
| Q4 24 | $634.0M | $2.2B | ||
| Q3 24 | $646.0M | $3.0B | ||
| Q2 24 | $398.0M | $3.3B |
总债务MASNTAP
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B |
股东权益MASNTAP
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $986.0M | ||
| Q3 25 | $-78.0M | $975.0M | ||
| Q2 25 | $-84.0M | $1.0B | ||
| Q1 25 | $-254.0M | $995.0M | ||
| Q4 24 | $-279.0M | $892.0M | ||
| Q3 24 | $-88.0M | $929.0M | ||
| Q2 24 | $-26.0M | $1.1B |
总资产MASNTAP
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $9.6B | ||
| Q3 25 | $5.3B | $9.7B | ||
| Q2 25 | $5.3B | $10.8B | ||
| Q1 25 | $5.1B | $9.0B | ||
| Q4 24 | $5.0B | $9.0B | ||
| Q3 24 | $5.3B | $9.3B | ||
| Q2 24 | $5.4B | $9.9B |
负债/权益比MASNTAP
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | 2.52× | ||
| Q3 25 | — | 2.55× | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 2.00× | ||
| Q4 24 | — | 2.23× | ||
| Q3 24 | — | 2.58× | ||
| Q2 24 | — | 2.09× |
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 | — | $127.0M |
| 自由现金流经营现金流 - 资本支出 | — | $78.0M |
| 自由现金流率自由现金流/营收 | — | 4.6% |
| 资本支出强度资本支出/营收 | 1.8% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 0.42× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MASNTAP
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $127.0M | ||
| Q3 25 | $456.0M | $673.0M | ||
| Q2 25 | $306.0M | — | ||
| Q1 25 | $-158.0M | $385.0M | ||
| Q4 24 | $407.0M | — | ||
| Q3 24 | $416.0M | $341.0M | ||
| Q2 24 | $346.0M | $613.0M |
自由现金流MASNTAP
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $78.0M | ||
| Q3 25 | $415.0M | $620.0M | ||
| Q2 25 | $270.0M | — | ||
| Q1 25 | $-190.0M | $338.0M | ||
| Q4 24 | $351.0M | — | ||
| Q3 24 | $378.0M | $300.0M | ||
| Q2 24 | $303.0M | $567.0M |
自由现金流率MASNTAP
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 4.6% | ||
| Q3 25 | 21.6% | 39.8% | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | -10.5% | 20.6% | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 19.1% | 19.5% | ||
| Q2 24 | 14.5% | 34.0% |
资本支出强度MASNTAP
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 2.9% | ||
| Q3 25 | 2.1% | 3.4% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.8% | 2.9% | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 1.9% | 2.7% | ||
| Q2 24 | 2.1% | 2.8% |
现金转化率MASNTAP
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 0.42× | ||
| Q3 25 | 2.41× | 2.89× | ||
| Q2 25 | 1.13× | — | ||
| Q1 25 | -0.85× | 1.29× | ||
| Q4 24 | 2.24× | — | ||
| Q3 24 | 2.49× | 1.38× | ||
| Q2 24 | 1.34× | 2.11× |
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
MAS
暂无分部数据
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
