vs
Masco（MAS）与Solstice Advanced Materials Inc.（SOLS）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Solstice Advanced Materials Inc.的2.0倍（$1.9B vs $969.0M），Masco净利率更高（11.9% vs -3.6%，领先15.5%），Solstice Advanced Materials Inc.同比增速更快（6.8% vs 6.5%）
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。
Solstice Advanced Materials Inc.是一家特种先进材料供应商，专注于研发、生产及销售高性能功能材料，产品覆盖可再生能源、消费电子、工业制造、先进汽车等领域，其材料解决方案可帮助全球客户提升产品耐用性与能源利用效率。
MAS vs SOLS — 直观对比
营收规模更大
MAS
是对方的2.0倍
$969.0M
营收增速更快
SOLS
高出0.3%
6.5%
净利率更高
MAS
高出15.5%
-3.6%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $969.0M |
| 净利润 | $228.0M | $-35.0M |
| 毛利率 | 35.8% | 32.0% |
| 营业利润率 | 16.5% | 17.9% |
| 净利率 | 11.9% | -3.6% |
| 营收同比 | 6.5% | 6.8% |
| 净利润同比 | 14.5% | -123.0% |
| 每股收益（稀释后） | — | — |
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MASSOLS
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | $969.0M | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $2.0B | $907.0M | ||
| Q2 24 | $2.1B | — |
净利润MASSOLS
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | — | ||
| Q3 25 | $189.0M | $-35.0M | ||
| Q2 25 | $270.0M | — | ||
| Q1 25 | $186.0M | — | ||
| Q4 24 | $182.0M | — | ||
| Q3 24 | $167.0M | $152.0M | ||
| Q2 24 | $258.0M | — |
毛利率MASSOLS
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | 32.0% | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | 36.6% | ||
| Q2 24 | 37.5% | — |
营业利润率MASSOLS
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | 15.8% | 17.9% | ||
| Q2 25 | 20.1% | — | ||
| Q1 25 | 15.9% | — | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 18.0% | 21.7% | ||
| Q2 24 | 19.0% | — |
净利率MASSOLS
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | — | ||
| Q3 25 | 9.9% | -3.6% | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 10.3% | — | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 8.4% | 16.8% | ||
| Q2 24 | 12.3% | — |
每股收益（稀释后）MASSOLS
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | — | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $1.28 | — | ||
| Q1 25 | $0.87 | — | ||
| Q4 24 | $0.85 | — | ||
| Q3 24 | $0.77 | — | ||
| Q2 24 | $1.17 | — |
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 | — | $417.0M |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $3.2B |
| 总资产 | $5.2B | $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MASSOLS
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | — | ||
| Q3 25 | $559.0M | $417.0M | ||
| Q2 25 | $390.0M | — | ||
| Q1 25 | $377.0M | — | ||
| Q4 24 | $634.0M | — | ||
| Q3 24 | $646.0M | — | ||
| Q2 24 | $398.0M | — |
总债务MASSOLS
| 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MASSOLS
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | — | ||
| Q3 25 | $-78.0M | $3.2B | ||
| Q2 25 | $-84.0M | — | ||
| Q1 25 | $-254.0M | — | ||
| Q4 24 | $-279.0M | — | ||
| Q3 24 | $-88.0M | $3.2B | ||
| Q2 24 | $-26.0M | — |
总资产MASSOLS
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.3B | $5.2B | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.1B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.3B | — | ||
| Q2 24 | $5.4B | — |
负债/权益比MASSOLS
| 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 | — | $289.0M |
| 自由现金流经营现金流 - 资本支出 | — | $41.0M |
| 自由现金流率自由现金流/营收 | — | 4.2% |
| 资本支出强度资本支出/营收 | 1.8% | 25.6% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流MASSOLS
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | — | ||
| Q3 25 | $456.0M | $289.0M | ||
| Q2 25 | $306.0M | — | ||
| Q1 25 | $-158.0M | — | ||
| Q4 24 | $407.0M | — | ||
| Q3 24 | $416.0M | — | ||
| Q2 24 | $346.0M | — |
自由现金流MASSOLS
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | — | ||
| Q3 25 | $415.0M | $41.0M | ||
| 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MASSOLS
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 21.6% | 4.2% | ||
| 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MASSOLS
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.1% | 25.6% | ||
| 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MASSOLS
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | — | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.13× | — | ||
| Q1 25 | -0.85× | — | ||
| Q4 24 | 2.24× | — | ||
| Q3 24 | 2.49× | — | ||
| 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
业务分部营收拆解
MAS
暂无分部数据
SOLS
| Refrigerants | $400.0M | 41% |
| Research And Performance Chemicals | $126.0M | 13% |
| Electronic Materials | $103.0M | 11% |
| Other | $89.0M | 9% |
| Services | $64.0M | 7% |
| Alternative Energy Services | $63.0M | 7% |
| Safety And Defense Solutions | $53.0M | 5% |
| Healthcare Packaging | $49.0M | 5% |
| Affiliated Entity | $22.0M | 2% |
