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Masco（MAS）与StoneX Group Inc.（SNEX）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StoneX Group Inc.的1.6倍（$1.9B vs $1.2B），Masco净利率更高（11.9% vs 11.6%，领先0.3%），StoneX Group Inc.同比增速更快（81.0% vs 6.5%），过去两年StoneX Group Inc.的营收复合增速更高（53.5% 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。
StoneX集团是美国知名金融服务企业，核心业务覆盖商业套期保值、全球支付、证券、实物大宗商品、外汇，以及清算与执行服务六大板块，可为全球各类客户提供专业合规的多元化金融服务。
MAS vs SNEX — 直观对比
营收规模更大
MAS
是对方的1.6倍
$1.2B
营收增速更快
SNEX
高出74.5%
6.5%
净利率更高
MAS
高出0.3%
11.6%
两年增速更快
SNEX
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.2B |
| 净利润 | $228.0M | $139.0M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | 15.4% |
| 净利率 | 11.9% | 11.6% |
| 营收同比 | 6.5% | 81.0% |
| 净利润同比 | 14.5% | 63.3% |
| 每股收益（稀释后） | — | $2.50 |
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MASSNEX
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $1.2B | ||
| Q3 25 | $1.9B | $32.7B | ||
| Q2 25 | $2.1B | $851.2M | ||
| Q1 25 | $1.8B | $820.4M | ||
| Q4 24 | $1.8B | $663.1M | ||
| Q3 24 | $2.0B | $31.1B | ||
| Q2 24 | $2.1B | $571.8M |
净利润MASSNEX
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $139.0M | ||
| Q3 25 | $189.0M | $85.7M | ||
| Q2 25 | $270.0M | $63.4M | ||
| Q1 25 | $186.0M | $71.7M | ||
| Q4 24 | $182.0M | $85.1M | ||
| Q3 24 | $167.0M | $76.7M | ||
| Q2 24 | $258.0M | $61.9M |
毛利率MASSNEX
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | 3.7% | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | 3.0% | ||
| Q2 24 | 37.5% | — |
营业利润率MASSNEX
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 15.4% | ||
| Q3 25 | 15.8% | 0.3% | ||
| Q2 25 | 20.1% | -1.3% | ||
| Q1 25 | 15.9% | -1.0% | ||
| Q4 24 | 15.9% | -3.2% | ||
| Q3 24 | 18.0% | -0.0% | ||
| Q2 24 | 19.0% | -4.7% |
净利率MASSNEX
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 11.6% | ||
| Q3 25 | 9.9% | 0.3% | ||
| Q2 25 | 13.2% | 7.4% | ||
| Q1 25 | 10.3% | 8.7% | ||
| Q4 24 | 10.0% | 12.8% | ||
| Q3 24 | 8.4% | 0.2% | ||
| Q2 24 | 12.3% | 10.8% |
每股收益（稀释后）MASSNEX
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $2.50 | ||
| Q3 25 | $0.90 | $0.72 | ||
| Q2 25 | $1.28 | $1.22 | ||
| Q1 25 | $0.87 | $1.41 | ||
| Q4 24 | $0.85 | $1.69 | ||
| Q3 24 | $0.77 | $2.32 | ||
| Q2 24 | $1.17 | $1.25 |
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 | — | $1.6B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $2.5B |
| 总资产 | $5.2B | $47.8B |
| 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MASSNEX
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $1.6B | ||
| Q3 25 | $559.0M | $1.6B | ||
| Q2 25 | $390.0M | $1.3B | ||
| Q1 25 | $377.0M | $1.3B | ||
| Q4 24 | $634.0M | $1.4B | ||
| Q3 24 | $646.0M | $1.3B | ||
| Q2 24 | $398.0M | $1.2B |
总债务MASSNEX
| 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MASSNEX
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $2.5B | ||
| Q3 25 | $-78.0M | $2.4B | ||
| Q2 25 | $-84.0M | $2.0B | ||
| Q1 25 | $-254.0M | $1.9B | ||
| Q4 24 | $-279.0M | $1.8B | ||
| Q3 24 | $-88.0M | $1.7B | ||
| Q2 24 | $-26.0M | $1.6B |
总资产MASSNEX
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $47.8B | ||
| Q3 25 | $5.3B | $45.3B | ||
| Q2 25 | $5.3B | $34.3B | ||
| Q1 25 | $5.1B | $31.3B | ||
| Q4 24 | $5.0B | $29.6B | ||
| Q3 24 | $5.3B | $27.5B | ||
| Q2 24 | $5.4B | $25.9B |
负债/权益比MASSNEX
| 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 | — | $-1.3B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.3B |
| 自由现金流率自由现金流/营收 | — | -106.4% |
| 资本支出强度资本支出/营收 | 1.8% | 1.3% |
| 现金转化率经营现金流/净利润 | — | -9.08× |
| 过去12个月自由现金流最近4个季度 | — | $3.5B |
8季度趋势，按日历期对齐
经营现金流MASSNEX
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $-1.3B | ||
| Q3 25 | $456.0M | $3.5B | ||
| Q2 25 | $306.0M | $1.5B | ||
| Q1 25 | $-158.0M | $-154.5M | ||
| Q4 24 | $407.0M | $-477.8M | ||
| Q3 24 | $416.0M | $192.6M | ||
| Q2 24 | $346.0M | $-622.1M |
自由现金流MASSNEX
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $-1.3B | ||
| Q3 25 | $415.0M | $3.5B | ||
| Q2 25 | $270.0M | $1.5B | ||
| Q1 25 | $-190.0M | $-169.8M | ||
| Q4 24 | $351.0M | $-491.4M | ||
| Q3 24 | $378.0M | $175.9M | ||
| Q2 24 | $303.0M | $-640.5M |
自由现金流率MASSNEX
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | -106.4% | ||
| Q3 25 | 21.6% | 10.7% | ||
| Q2 25 | 13.2% | 173.3% | ||
| Q1 25 | -10.5% | -20.7% | ||
| Q4 24 | 19.2% | -74.1% | ||
| Q3 24 | 19.1% | 0.6% | ||
| Q2 24 | 14.5% | -112.0% |
资本支出强度MASSNEX
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 1.3% | ||
| Q3 25 | 2.1% | 0.1% | ||
| Q2 25 | 1.8% | 1.9% | ||
| Q1 25 | 1.8% | 1.9% | ||
| Q4 24 | 3.1% | 2.1% | ||
| Q3 24 | 1.9% | 0.1% | ||
| Q2 24 | 2.1% | 3.2% |
现金转化率MASSNEX
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | -9.08× | ||
| Q3 25 | 2.41× | 41.18× | ||
| Q2 25 | 1.13× | 23.52× | ||
| Q1 25 | -0.85× | -2.15× | ||
| Q4 24 | 2.24× | -5.61× | ||
| Q3 24 | 2.49× | 2.51× | ||
| Q2 24 | 1.34× | -10.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
