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Masco（MAS）与SONIC AUTOMOTIVE INC（SAH）财务数据对比。点击上方公司名可切换其他公司
SONIC AUTOMOTIVE INC的季度营收约是Masco的1.9倍（$3.7B vs $1.9B），Masco净利率更高（11.9% vs 1.6%，领先10.2%），Masco同比增速更快（6.5% vs 1.0%），过去两年SONIC AUTOMOTIVE INC的营收复合增速更高（3.4% 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。
Sonic Automotive是财富世界500强企业，总部位于北卡罗来纳州夏洛特，按营收计算是美国第五大汽车零售商。公司由O·布鲁顿·史密斯创立，1997年在纽约证券交易所完成首次公开募股。
MAS vs SAH — 直观对比
营收规模更大
SAH
是对方的1.9倍
$1.9B
营收增速更快
MAS
高出5.5%
1.0%
净利率更高
MAS
高出10.2%
1.6%
两年增速更快
SAH
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.7B |
| 净利润 | $228.0M | $60.8M |
| 毛利率 | 35.8% | 16.2% |
| 营业利润率 | 16.5% | 3.1% |
| 净利率 | 11.9% | 1.6% |
| 营收同比 | 6.5% | 1.0% |
| 净利润同比 | 14.5% | — |
| 每股收益（稀释后） | — | $1.79 |
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MASSAH
| Q1 26 | $1.9B | $3.7B | ||
| Q4 25 | $1.8B | $3.9B | ||
| Q3 25 | $1.9B | $4.0B | ||
| Q2 25 | $2.1B | $3.7B | ||
| Q1 25 | $1.8B | $3.7B | ||
| Q4 24 | $1.8B | $3.9B | ||
| Q3 24 | $2.0B | $3.5B | ||
| Q2 24 | $2.1B | $3.5B |
净利润MASSAH
| Q1 26 | $228.0M | $60.8M | ||
| Q4 25 | $165.0M | $46.9M | ||
| Q3 25 | $189.0M | $46.8M | ||
| Q2 25 | $270.0M | $-45.6M | ||
| Q1 25 | $186.0M | $70.6M | ||
| Q4 24 | $182.0M | $58.6M | ||
| Q3 24 | $167.0M | $74.2M | ||
| Q2 24 | $258.0M | $41.2M |
毛利率MASSAH
| Q1 26 | 35.8% | 16.2% | ||
| Q4 25 | 33.9% | 15.5% | ||
| Q3 25 | 34.2% | 15.5% | ||
| Q2 25 | 37.6% | 16.5% | ||
| Q1 25 | 35.8% | 15.5% | ||
| Q4 24 | 34.8% | 14.7% | ||
| Q3 24 | 36.6% | 15.6% | ||
| Q2 24 | 37.5% | 15.6% |
营业利润率MASSAH
| Q1 26 | 16.5% | 3.1% | ||
| Q4 25 | 13.8% | 3.2% | ||
| Q3 25 | 15.8% | 3.1% | ||
| Q2 25 | 20.1% | -0.6% | ||
| Q1 25 | 15.9% | 4.0% | ||
| Q4 24 | 15.9% | 3.4% | ||
| Q3 24 | 18.0% | 3.3% | ||
| Q2 24 | 19.0% | 3.1% |
净利率MASSAH
| Q1 26 | 11.9% | 1.6% | ||
| Q4 25 | 9.2% | 1.2% | ||
| Q3 25 | 9.9% | 1.2% | ||
| Q2 25 | 13.2% | -1.2% | ||
| Q1 25 | 10.3% | 1.9% | ||
| Q4 24 | 10.0% | 1.5% | ||
| Q3 24 | 8.4% | 2.1% | ||
| Q2 24 | 12.3% | 1.2% |
每股收益（稀释后）MASSAH
| Q1 26 | — | $1.79 | ||
| Q4 25 | $0.81 | $1.39 | ||
| Q3 25 | $0.90 | $1.33 | ||
| Q2 25 | $1.28 | $-1.34 | ||
| Q1 25 | $0.87 | $2.04 | ||
| Q4 24 | $0.85 | $1.67 | ||
| Q3 24 | $0.77 | $2.13 | ||
| Q2 24 | $1.17 | $1.18 |
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 | — | — |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | — |
| 总资产 | $5.2B | — |
| 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MASSAH
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $6.3M | ||
| Q3 25 | $559.0M | $89.4M | ||
| Q2 25 | $390.0M | $110.4M | ||
| Q1 25 | $377.0M | $64.6M | ||
| Q4 24 | $634.0M | $44.0M | ||
| Q3 24 | $646.0M | $17.6M | ||
| Q2 24 | $398.0M | $67.2M |
总债务MASSAH
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $2.9B | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
股东权益MASSAH
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $1.1B | ||
| Q3 25 | $-78.0M | $1.1B | ||
| Q2 25 | $-84.0M | $1.0B | ||
| Q1 25 | $-254.0M | $1.1B | ||
| Q4 24 | $-279.0M | $1.1B | ||
| Q3 24 | $-88.0M | $1.0B | ||
| Q2 24 | $-26.0M | $944.7M |
总资产MASSAH
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $6.0B | ||
| Q3 25 | $5.3B | $6.0B | ||
| Q2 25 | $5.3B | $5.9B | ||
| Q1 25 | $5.1B | $5.9B | ||
| Q4 24 | $5.0B | $5.9B | ||
| Q3 24 | $5.3B | $5.8B | ||
| Q2 24 | $5.4B | $5.8B |
负债/权益比MASSAH
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.39× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.81× |
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
SAH
| Retail new vehicles | $1.6B | 44% |
| Used vehicles | $1.3B | 34% |
| Parts, service and collision repair | $516.6M | 14% |
| Finance, insurance and other, net | $202.4M | 5% |
| Wholesale vehicles | $71.8M | 2% |
| Fleet new vehicles | $20.7M | 1% |
