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Masco（MAS）与Ryerson Holding Corp（RYI）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Ryerson Holding Corp的1.7倍（$1.9B vs $1.1B），Masco净利率更高（11.9% vs -3.4%，领先15.3%），Ryerson Holding Corp同比增速更快（9.7% vs 6.5%），过去两年Masco的营收复合增速更高（-4.2% vs -5.6%）
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。
莱森控股集团旗下的约瑟夫·T·莱森父子公司是一家金属加工分销服务商，业务覆盖美国、墨西哥、加拿大与中国。公司创立于1842年，总部位于芝加哥，在全球约100个网点拥有约4200名员工，是金属流通领域资历深厚的专业服务商。
MAS vs RYI — 直观对比
营收规模更大
MAS
是对方的1.7倍
$1.1B
营收增速更快
RYI
高出3.2%
6.5%
净利率更高
MAS
高出15.3%
-3.4%
两年增速更快
MAS
近两年复合增速
-5.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.1B |
| 净利润 | $228.0M | $-37.9M |
| 毛利率 | 35.8% | 15.3% |
| 营业利润率 | 16.5% | -3.4% |
| 净利率 | 11.9% | -3.4% |
| 营收同比 | 6.5% | 9.7% |
| 净利润同比 | 14.5% | -781.4% |
| 每股收益（稀释后） | — | $-1.18 |
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MASRYI
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $2.1B | $1.2B |
净利润MASRYI
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $-37.9M | ||
| Q3 25 | $189.0M | $-14.8M | ||
| Q2 25 | $270.0M | $1.9M | ||
| Q1 25 | $186.0M | $-5.6M | ||
| Q4 24 | $182.0M | $-4.3M | ||
| Q3 24 | $167.0M | $-6.6M | ||
| Q2 24 | $258.0M | $9.9M |
毛利率MASRYI
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 15.3% | ||
| Q3 25 | 34.2% | 17.2% | ||
| Q2 25 | 37.6% | 17.9% | ||
| Q1 25 | 35.8% | 18.0% | ||
| Q4 24 | 34.8% | 19.0% | ||
| Q3 24 | 36.6% | 17.9% | ||
| Q2 24 | 37.5% | 18.2% |
营业利润率MASRYI
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | -3.4% | ||
| Q3 25 | 15.8% | -0.1% | ||
| Q2 25 | 20.1% | 0.5% | ||
| Q1 25 | 15.9% | 0.2% | ||
| Q4 24 | 15.9% | 0.3% | ||
| Q3 24 | 18.0% | 0.5% | ||
| Q2 24 | 19.0% | 1.9% |
净利率MASRYI
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | -3.4% | ||
| Q3 25 | 9.9% | -1.3% | ||
| Q2 25 | 13.2% | 0.2% | ||
| Q1 25 | 10.3% | -0.5% | ||
| Q4 24 | 10.0% | -0.4% | ||
| Q3 24 | 8.4% | -0.6% | ||
| Q2 24 | 12.3% | 0.8% |
每股收益（稀释后）MASRYI
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $-1.18 | ||
| Q3 25 | $0.90 | $-0.46 | ||
| Q2 25 | $1.28 | $0.06 | ||
| Q1 25 | $0.87 | $-0.18 | ||
| Q4 24 | $0.85 | $-0.13 | ||
| Q3 24 | $0.77 | $-0.20 | ||
| Q2 24 | $1.17 | $0.29 |
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 | — | $26.9M |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $753.1M |
| 总资产 | $5.2B | $2.4B |
| 负债/权益比越低杠杆越低 | 109.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MASRYI
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $26.9M | ||
| Q3 25 | $559.0M | $29.8M | ||
| Q2 25 | $390.0M | $30.8M | ||
| Q1 25 | $377.0M | $33.6M | ||
| Q4 24 | $634.0M | $27.7M | ||
| Q3 24 | $646.0M | $35.0M | ||
| Q2 24 | $398.0M | $28.0M |
总债务MASRYI
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASRYI
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $753.1M | ||
| Q3 25 | $-78.0M | $787.3M | ||
| Q2 25 | $-84.0M | $811.5M | ||
| Q1 25 | $-254.0M | $803.9M | ||
| Q4 24 | $-279.0M | $815.3M | ||
| Q3 24 | $-88.0M | $832.9M | ||
| Q2 24 | $-26.0M | $877.9M |
总资产MASRYI
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $2.4B | ||
| Q3 25 | $5.3B | $2.5B | ||
| Q2 25 | $5.3B | $2.5B | ||
| Q1 25 | $5.1B | $2.5B | ||
| Q4 24 | $5.0B | $2.4B | ||
| Q3 24 | $5.3B | $2.5B | ||
| Q2 24 | $5.4B | $2.6B |
负债/权益比MASRYI
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — | $112.7M |
| 自由现金流经营现金流 - 资本支出 | — | $91.9M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | 1.8% | 1.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $35.5M |
8季度趋势，按日历期对齐
经营现金流MASRYI
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $112.7M | ||
| Q3 25 | $456.0M | $-8.3M | ||
| Q2 25 | $306.0M | $23.8M | ||
| Q1 25 | $-158.0M | $-41.2M | ||
| Q4 24 | $407.0M | $92.2M | ||
| Q3 24 | $416.0M | $134.6M | ||
| Q2 24 | $346.0M | $25.9M |
自由现金流MASRYI
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $91.9M | ||
| Q3 25 | $415.0M | $-21.1M | ||
| Q2 25 | $270.0M | $13.9M | ||
| Q1 25 | $-190.0M | $-49.2M | ||
| Q4 24 | $351.0M | $68.7M | ||
| Q3 24 | $378.0M | $103.0M | ||
| Q2 24 | $303.0M | $3.2M |
自由现金流率MASRYI
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 8.3% | ||
| Q3 25 | 21.6% | -1.8% | ||
| Q2 25 | 13.2% | 1.2% | ||
| Q1 25 | -10.5% | -4.3% | ||
| Q4 24 | 19.2% | 6.8% | ||
| Q3 24 | 19.1% | 9.1% | ||
| Q2 24 | 14.5% | 0.3% |
资本支出强度MASRYI
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 1.9% | ||
| Q3 25 | 2.1% | 1.1% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 1.8% | 0.7% | ||
| Q4 24 | 3.1% | 2.3% | ||
| Q3 24 | 1.9% | 2.8% | ||
| Q2 24 | 2.1% | 1.9% |
现金转化率MASRYI
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | — | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.13× | 12.53× | ||
| Q1 25 | -0.85× | — | ||
| Q4 24 | 2.24× | — | ||
| Q3 24 | 2.49× | — | ||
| Q2 24 | 1.34× | 2.62× |
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
RYI
| US | $988.3M | 89% |
| Non Us | $116.5M | 11% |
