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Masco（MAS）与SONOCO PRODUCTS CO（SON）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SONOCO PRODUCTS CO的1.1倍（$1.9B vs $1.7B），Masco净利率更高（11.9% vs 4.1%，领先7.8%），Masco同比增速更快（6.5% vs -1.9%），过去两年SONOCO PRODUCTS CO的营收复合增速更高（1.2% 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。
索诺科产品公司是美国多元化包装服务商，主营消费包装、工业产品、防护包装及包装供应链服务，是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年，年净销售额约73亿美元，在33个国家设有超335个运营点，员工1.99万名，业务覆盖超85个国家，总部位于南卡罗来纳州哈茨维尔。
MAS vs SON — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.7B
营收增速更快
MAS
高出8.4%
-1.9%
净利率更高
MAS
高出7.8%
4.1%
两年增速更快
SON
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.7B |
| 净利润 | $228.0M | $68.0M |
| 毛利率 | 35.8% | 20.6% |
| 营业利润率 | 16.5% | 7.6% |
| 净利率 | 11.9% | 4.1% |
| 营收同比 | 6.5% | -1.9% |
| 净利润同比 | 14.5% | 24.1% |
| 每股收益（稀释后） | — | $0.68 |
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MASSON
| Q1 26 | $1.9B | $1.7B | ||
| Q4 25 | $1.8B | $1.8B | ||
| Q3 25 | $1.9B | $2.1B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $1.8B | $1.7B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $2.1B | $1.6B |
净利润MASSON
| Q1 26 | $228.0M | $68.0M | ||
| Q4 25 | $165.0M | $332.2M | ||
| Q3 25 | $189.0M | $122.9M | ||
| Q2 25 | $270.0M | $493.4M | ||
| Q1 25 | $186.0M | $54.4M | ||
| Q4 24 | $182.0M | — | ||
| Q3 24 | $167.0M | $50.9M | ||
| Q2 24 | $258.0M | $90.8M |
毛利率MASSON
| Q1 26 | 35.8% | 20.6% | ||
| Q4 25 | 33.9% | 19.6% | ||
| Q3 25 | 34.2% | 21.9% | ||
| Q2 25 | 37.6% | 21.3% | ||
| Q1 25 | 35.8% | 20.7% | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | 21.4% | ||
| Q2 24 | 37.5% | 22.0% |
营业利润率MASSON
| Q1 26 | 16.5% | 7.6% | ||
| Q4 25 | 13.8% | 29.4% | ||
| Q3 25 | 15.8% | 9.1% | ||
| Q2 25 | 20.1% | 9.2% | ||
| Q1 25 | 15.9% | 7.4% | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 18.0% | 7.6% | ||
| Q2 24 | 19.0% | 8.6% |
净利率MASSON
| Q1 26 | 11.9% | 4.1% | ||
| Q4 25 | 9.2% | 18.8% | ||
| Q3 25 | 9.9% | 5.8% | ||
| Q2 25 | 13.2% | 25.8% | ||
| Q1 25 | 10.3% | 3.2% | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 8.4% | 3.0% | ||
| Q2 24 | 12.3% | 5.6% |
每股收益（稀释后）MASSON
| Q1 26 | — | $0.68 | ||
| Q4 25 | $0.81 | $3.33 | ||
| Q3 25 | $0.90 | $1.23 | ||
| Q2 25 | $1.28 | $4.96 | ||
| Q1 25 | $0.87 | $0.55 | ||
| Q4 24 | $0.85 | — | ||
| Q3 24 | $0.77 | $0.51 | ||
| Q2 24 | $1.17 | $0.92 |
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 | — | $224.5M |
| 总债务越低越好 | $2.9B | $3.5B |
| 股东权益账面价值 | $27.0M | $3.6B |
| 总资产 | $5.2B | $11.1B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.97× |
8季度趋势，按日历期对齐
现金及短期投资MASSON
| Q1 26 | — | $224.5M | ||
| Q4 25 | $647.0M | $378.4M | ||
| Q3 25 | $559.0M | $244.9M | ||
| Q2 25 | $390.0M | $329.8M | ||
| Q1 25 | $377.0M | $181.8M | ||
| Q4 24 | $634.0M | — | ||
| Q3 24 | $646.0M | $1.9B | ||
| Q2 24 | $398.0M | $140.2M |
总债务MASSON
| Q1 26 | $2.9B | $3.5B | ||
| Q4 25 | $2.9B | $3.8B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $2.5B |
股东权益MASSON
| Q1 26 | $27.0M | $3.6B | ||
| Q4 25 | $-185.0M | $3.6B | ||
| Q3 25 | $-78.0M | $3.3B | ||
| Q2 25 | $-84.0M | $3.2B | ||
| Q1 25 | $-254.0M | $2.4B | ||
| Q4 24 | $-279.0M | — | ||
| Q3 24 | $-88.0M | $2.5B | ||
| Q2 24 | $-26.0M | $2.4B |
总资产MASSON
| Q1 26 | $5.2B | $11.1B | ||
| Q4 25 | $5.2B | $11.2B | ||
| Q3 25 | $5.3B | $11.7B | ||
| Q2 25 | $5.3B | $12.0B | ||
| Q1 25 | $5.1B | $12.7B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.3B | $9.0B | ||
| Q2 24 | $5.4B | $7.2B |
负债/权益比MASSON
| Q1 26 | 109.07× | 0.97× | ||
| Q4 25 | — | 1.05× | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.54× | ||
| Q1 25 | — | 2.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.04× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-428.3B |
| 自由现金流率自由现金流/营收 | — | -25554.2% |
| 资本支出强度资本支出/营收 | 1.8% | 3601.4% |
| 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 | — | $-427.6B |
8季度趋势，按日历期对齐
经营现金流MASSON
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $412.9M | ||
| Q3 25 | $456.0M | $291.5M | ||
| Q2 25 | $306.0M | $193.4M | ||
| Q1 25 | $-158.0M | $-208.1M | ||
| Q4 24 | $407.0M | — | ||
| Q3 24 | $416.0M | $162.1M | ||
| Q2 24 | $346.0M | $109.3M |
自由现金流MASSON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $371.0M | $322.3M | ||
| Q3 25 | $415.0M | $225.6M | ||
| Q2 25 | $270.0M | $98.6M | ||
| Q1 25 | $-190.0M | $-300.8M | ||
| Q4 24 | $351.0M | — | ||
| Q3 24 | $378.0M | $70.5M | ||
| Q2 24 | $303.0M | $16.0M |
自由现金流率MASSON
| Q1 26 | — | -25554.2% | ||
| Q4 25 | 20.7% | 18.2% | ||
| Q3 25 | 21.6% | 10.6% | ||
| Q2 25 | 13.2% | 5.2% | ||
| Q1 25 | -10.5% | -17.6% | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 19.1% | 4.2% | ||
| Q2 24 | 14.5% | 1.0% |
资本支出强度MASSON
| Q1 26 | 1.8% | 3601.4% | ||
| Q4 25 | 2.6% | 5.1% | ||
| Q3 25 | 2.1% | 3.1% | ||
| Q2 25 | 1.8% | 5.0% | ||
| Q1 25 | 1.8% | 5.4% | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 1.9% | 5.5% | ||
| Q2 24 | 2.1% | 5.7% |
现金转化率MASSON
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.24× | ||
| Q3 25 | 2.41× | 2.37× | ||
| Q2 25 | 1.13× | 0.39× | ||
| Q1 25 | -0.85× | -3.82× | ||
| Q4 24 | 2.24× | — | ||
| Q3 24 | 2.49× | 3.18× | ||
| Q2 24 | 1.34× | 1.20× |
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
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $579.4M | 35% |
| All Other | $55.1M | 3% |
