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Masco(MAS)与Primoris Services Corp(PRIM)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Primoris Services Corp的1.0倍($1.9B vs $1.9B),Masco净利率更高(11.9% vs 2.8%,领先9.1%),Primoris Services Corp同比增速更快(6.7% vs 6.5%),过去两年Primoris Services Corp的营收复合增速更高(14.7% 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。
Primoris Services Corp是总部位于美国的上市专业基建与工程建设企业,核心业务覆盖天然气管道、污水管网及供水管道建设领域,2014年入选《财富》1000强榜单,在北美能源及民生基建领域拥有丰富的项目运营经验。
MAS vs PRIM — 直观对比
营收规模更大
MAS
是对方的1.0倍
$1.9B
营收增速更快
PRIM
高出0.2%
6.5%
净利率更高
MAS
高出9.1%
2.8%
两年增速更快
PRIM
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.9B |
| 净利润 | $228.0M | $51.7M |
| 毛利率 | 35.8% | 9.4% |
| 营业利润率 | 16.5% | 4.2% |
| 净利率 | 11.9% | 2.8% |
| 营收同比 | 6.5% | 6.7% |
| 净利润同比 | 14.5% | -4.2% |
| 每股收益(稀释后) | — | $0.94 |
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
MAS
PRIM
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $2.1B | $1.6B |
净利润
MAS
PRIM
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $51.7M | ||
| Q3 25 | $189.0M | $94.6M | ||
| Q2 25 | $270.0M | $84.3M | ||
| Q1 25 | $186.0M | $44.2M | ||
| Q4 24 | $182.0M | $54.0M | ||
| Q3 24 | $167.0M | $58.4M | ||
| Q2 24 | $258.0M | $49.5M |
毛利率
MAS
PRIM
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 9.4% | ||
| Q3 25 | 34.2% | 10.8% | ||
| Q2 25 | 37.6% | 12.3% | ||
| Q1 25 | 35.8% | 10.4% | ||
| Q4 24 | 34.8% | 10.6% | ||
| Q3 24 | 36.6% | 12.0% | ||
| Q2 24 | 37.5% | 11.9% |
营业利润率
MAS
PRIM
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 4.2% | ||
| Q3 25 | 15.8% | 6.3% | ||
| Q2 25 | 20.1% | 6.7% | ||
| Q1 25 | 15.9% | 4.3% | ||
| Q4 24 | 15.9% | 5.0% | ||
| Q3 24 | 18.0% | 6.0% | ||
| Q2 24 | 19.0% | 5.5% |
净利率
MAS
PRIM
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 2.8% | ||
| Q3 25 | 9.9% | 4.3% | ||
| Q2 25 | 13.2% | 4.5% | ||
| Q1 25 | 10.3% | 2.7% | ||
| Q4 24 | 10.0% | 3.1% | ||
| Q3 24 | 8.4% | 3.5% | ||
| Q2 24 | 12.3% | 3.2% |
每股收益(稀释后)
MAS
PRIM
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.94 | ||
| Q3 25 | $0.90 | $1.73 | ||
| Q2 25 | $1.28 | $1.54 | ||
| Q1 25 | $0.87 | $0.81 | ||
| Q4 24 | $0.85 | $0.98 | ||
| Q3 24 | $0.77 | $1.07 | ||
| Q2 24 | $1.17 | $0.91 |
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 | — | $535.5M |
| 总债务越低越好 | $2.9B | $469.9M |
| 股东权益账面价值 | $27.0M | $1.7B |
| 总资产 | $5.2B | $4.4B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.28× |
8季度趋势,按日历期对齐
现金及短期投资
MAS
PRIM
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $535.5M | ||
| Q3 25 | $559.0M | $431.4M | ||
| Q2 25 | $390.0M | $390.3M | ||
| Q1 25 | $377.0M | $351.6M | ||
| Q4 24 | $634.0M | $455.8M | ||
| Q3 24 | $646.0M | $352.7M | ||
| Q2 24 | $398.0M | $207.4M |
总债务
MAS
PRIM
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $469.9M | ||
| Q3 25 | — | $486.0M | ||
| Q2 25 | — | $603.1M | ||
| Q1 25 | — | $612.0M | ||
| Q4 24 | $2.9B | $734.8M | ||
| Q3 24 | — | $903.7M | ||
| Q2 24 | — | $933.0M |
股东权益
MAS
PRIM
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $1.7B | ||
| Q3 25 | $-78.0M | $1.6B | ||
| Q2 25 | $-84.0M | $1.5B | ||
| Q1 25 | $-254.0M | $1.4B | ||
| Q4 24 | $-279.0M | $1.4B | ||
| Q3 24 | $-88.0M | $1.4B | ||
| Q2 24 | $-26.0M | $1.3B |
总资产
MAS
PRIM
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $4.4B | ||
| Q3 25 | $5.3B | $4.6B | ||
| Q2 25 | $5.3B | $4.5B | ||
| Q1 25 | $5.1B | $4.2B | ||
| Q4 24 | $5.0B | $4.2B | ||
| Q3 24 | $5.3B | $4.2B | ||
| Q2 24 | $5.4B | $4.0B |
负债/权益比
MAS
PRIM
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.39× | ||
| Q1 25 | — | 0.42× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.67× | ||
| Q2 24 | — | 0.72× |
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 | — | $142.9M |
| 自由现金流经营现金流 - 资本支出 | — | $121.1M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | 1.8% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 2.76× |
| 过去12个月自由现金流最近4个季度 | — | $340.5M |
8季度趋势,按日历期对齐
经营现金流
MAS
PRIM
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $142.9M | ||
| Q3 25 | $456.0M | $182.9M | ||
| Q2 25 | $306.0M | $78.5M | ||
| Q1 25 | $-158.0M | $66.2M | ||
| Q4 24 | $407.0M | $298.3M | ||
| Q3 24 | $416.0M | $222.5M | ||
| Q2 24 | $346.0M | $16.1M |
自由现金流
MAS
PRIM
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $121.1M | ||
| Q3 25 | $415.0M | $148.4M | ||
| Q2 25 | $270.0M | $45.3M | ||
| Q1 25 | $-190.0M | $25.6M | ||
| Q4 24 | $351.0M | $270.0M | ||
| Q3 24 | $378.0M | $158.8M | ||
| Q2 24 | $303.0M | $-8.1M |
自由现金流率
MAS
PRIM
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 6.5% | ||
| Q3 25 | 21.6% | 6.8% | ||
| Q2 25 | 13.2% | 2.4% | ||
| Q1 25 | -10.5% | 1.6% | ||
| Q4 24 | 19.2% | 15.5% | ||
| Q3 24 | 19.1% | 9.6% | ||
| Q2 24 | 14.5% | -0.5% |
资本支出强度
MAS
PRIM
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 1.2% | ||
| Q3 25 | 2.1% | 1.6% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 1.8% | 2.5% | ||
| Q4 24 | 3.1% | 1.6% | ||
| Q3 24 | 1.9% | 3.9% | ||
| Q2 24 | 2.1% | 1.5% |
现金转化率
MAS
PRIM
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 2.76× | ||
| Q3 25 | 2.41× | 1.93× | ||
| Q2 25 | 1.13× | 0.93× | ||
| Q1 25 | -0.85× | 1.50× | ||
| Q4 24 | 2.24× | 5.53× | ||
| Q3 24 | 2.49× | 3.81× | ||
| Q2 24 | 1.34× | 0.32× |
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
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |