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Masco（MAS）与PACS Group, Inc.（PACS）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PACS Group, Inc.的1.4倍（$1.9B vs $1.4B），Masco净利率更高（11.9% vs 4.4%，领先7.5%），PACS Group, Inc.同比增速更快（18.4% vs 6.5%），过去两年PACS Group, Inc.的营收复合增速更高（20.5% 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。
MAS vs PACS — 直观对比
营收规模更大
MAS
是对方的1.4倍
$1.4B
营收增速更快
PACS
高出11.9%
6.5%
净利率更高
MAS
高出7.5%
4.4%
两年增速更快
PACS
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.4B |
| 净利润 | $228.0M | $59.7M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | 7.0% |
| 净利率 | 11.9% | 4.4% |
| 营收同比 | 6.5% | 18.4% |
| 净利润同比 | 14.5% | 3022.5% |
| 每股收益（稀释后） | — | $0.42 |
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MASPACS
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.4B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $2.1B | $981.4M |
净利润MASPACS
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $59.7M | ||
| Q3 25 | $189.0M | $52.4M | ||
| Q2 25 | $270.0M | $51.0M | ||
| Q1 25 | $186.0M | $28.5M | ||
| Q4 24 | $182.0M | $1.9M | ||
| Q3 24 | $167.0M | $15.6M | ||
| Q2 24 | $258.0M | $-10.9M |
毛利率MASPACS
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | 17.1% | ||
| Q2 24 | 37.5% | 22.3% |
营业利润率MASPACS
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 7.0% | ||
| Q3 25 | 15.8% | 6.4% | ||
| Q2 25 | 20.1% | 6.2% | ||
| Q1 25 | 15.9% | 3.8% | ||
| Q4 24 | 15.9% | 1.7% | ||
| Q3 24 | 18.0% | 2.2% | ||
| Q2 24 | 19.0% | 0.1% |
净利率MASPACS
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 4.4% | ||
| Q3 25 | 9.9% | 3.9% | ||
| Q2 25 | 13.2% | 3.9% | ||
| Q1 25 | 10.3% | 2.2% | ||
| Q4 24 | 10.0% | 0.2% | ||
| Q3 24 | 8.4% | 1.5% | ||
| Q2 24 | 12.3% | -1.1% |
每股收益（稀释后）MASPACS
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.42 | ||
| Q3 25 | $0.90 | $0.32 | ||
| Q2 25 | $1.28 | $0.31 | ||
| Q1 25 | $0.87 | $0.17 | ||
| Q4 24 | $0.85 | $-0.03 | ||
| Q3 24 | $0.77 | $0.10 | ||
| Q2 24 | $1.17 | $-0.07 |
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 | — | $197.0M |
| 总债务越低越好 | $2.9B | $353.2M |
| 股东权益账面价值 | $27.0M | $946.8M |
| 总资产 | $5.2B | $5.6B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资MASPACS
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $197.0M | ||
| Q3 25 | $559.0M | $355.7M | ||
| Q2 25 | $390.0M | $294.2M | ||
| Q1 25 | $377.0M | $287.5M | ||
| Q4 24 | $634.0M | $157.7M | ||
| Q3 24 | $646.0M | $49.5M | ||
| Q2 24 | $398.0M | $73.4M |
总债务MASPACS
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $353.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | $411.9M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASPACS
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $946.8M | ||
| Q3 25 | $-78.0M | $871.3M | ||
| Q2 25 | $-84.0M | $806.8M | ||
| Q1 25 | $-254.0M | $750.2M | ||
| Q4 24 | $-279.0M | $709.6M | ||
| Q3 24 | $-88.0M | $660.0M | ||
| Q2 24 | $-26.0M | $572.1M |
总资产MASPACS
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $5.6B | ||
| Q3 25 | $5.3B | $5.6B | ||
| Q2 25 | $5.3B | $5.5B | ||
| Q1 25 | $5.1B | $5.5B | ||
| Q4 24 | $5.0B | $5.2B | ||
| Q3 24 | $5.3B | $4.5B | ||
| Q2 24 | $5.4B | $3.9B |
负债/权益比MASPACS
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | 0.37× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| 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 | — | $-3.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | — | -0.06× |
| 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MASPACS
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $-3.4M | ||
| Q3 25 | $456.0M | $204.8M | ||
| Q2 25 | $306.0M | $52.6M | ||
| Q1 25 | $-158.0M | $150.2M | ||
| Q4 24 | $407.0M | $64.6M | ||
| Q3 24 | $416.0M | $209.2M | ||
| Q2 24 | $346.0M | $34.8M |
自由现金流MASPACS
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | — | ||
| Q3 25 | $415.0M | — | ||
| Q2 25 | $270.0M | — | ||
| Q1 25 | $-190.0M | — | ||
| Q4 24 | $351.0M | — | ||
| Q3 24 | $378.0M | — | ||
| Q2 24 | $303.0M | — |
自由现金流率MASPACS
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 21.6% | — | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | -10.5% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 19.1% | — | ||
| Q2 24 | 14.5% | — |
资本支出强度MASPACS
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.1% | — |
现金转化率MASPACS
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | -0.06× | ||
| Q3 25 | 2.41× | 3.91× | ||
| Q2 25 | 1.13× | 1.03× | ||
| Q1 25 | -0.85× | 5.28× | ||
| Q4 24 | 2.24× | 33.78× | ||
| Q3 24 | 2.49× | 13.39× | ||
| Q2 24 | 1.34× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
