vs
Masco（MAS）与希捷科技（STX）财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是Masco的1.6倍（$3.1B vs $1.9B），希捷科技净利率更高（24.0% vs 11.9%，领先12.1%），希捷科技同比增速更快（44.1% vs 6.5%），过去两年希捷科技的营收复合增速更高（28.4% 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。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
MAS vs STX — 直观对比
营收规模更大
STX
是对方的1.6倍
$1.9B
营收增速更快
STX
高出37.6%
6.5%
净利率更高
STX
高出12.1%
11.9%
两年增速更快
STX
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.1B |
| 净利润 | $228.0M | $748.0M |
| 毛利率 | 35.8% | 46.5% |
| 营业利润率 | 16.5% | 32.1% |
| 净利率 | 11.9% | 24.0% |
| 营收同比 | 6.5% | 44.1% |
| 净利润同比 | 14.5% | -23.8% |
| 每股收益（稀释后） | — | $3.27 |
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MASSTX
| Q3 26 | — | $3.1B | ||
| Q1 26 | $1.9B | $2.8B | ||
| Q4 25 | $1.8B | $2.6B | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.1B | $2.4B | ||
| Q1 25 | $1.8B | $2.2B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $2.0B | $2.2B |
净利润MASSTX
| Q3 26 | — | $748.0M | ||
| Q1 26 | $228.0M | $593.0M | ||
| Q4 25 | $165.0M | $549.0M | ||
| Q3 25 | $189.0M | — | ||
| Q2 25 | $270.0M | $488.0M | ||
| Q1 25 | $186.0M | $340.0M | ||
| Q4 24 | $182.0M | $336.0M | ||
| Q3 24 | $167.0M | $305.0M |
毛利率MASSTX
| Q3 26 | — | 46.5% | ||
| Q1 26 | 35.8% | 41.6% | ||
| Q4 25 | 33.9% | 39.4% | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | 37.4% | ||
| Q1 25 | 35.8% | 35.2% | ||
| Q4 24 | 34.8% | 34.9% | ||
| Q3 24 | 36.6% | 32.9% |
营业利润率MASSTX
| Q3 26 | — | 32.1% | ||
| Q1 26 | 16.5% | 29.8% | ||
| Q4 25 | 13.8% | 26.4% | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 20.1% | 23.2% | ||
| Q1 25 | 15.9% | 20.0% | ||
| Q4 24 | 15.9% | 21.0% | ||
| Q3 24 | 18.0% | 18.6% |
净利率MASSTX
| Q3 26 | — | 24.0% | ||
| Q1 26 | 11.9% | 21.0% | ||
| Q4 25 | 9.2% | 20.9% | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | 13.2% | 20.0% | ||
| Q1 25 | 10.3% | 15.7% | ||
| Q4 24 | 10.0% | 14.5% | ||
| Q3 24 | 8.4% | 14.1% |
每股收益（稀释后）MASSTX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | $0.81 | $2.43 | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $1.28 | $2.24 | ||
| Q1 25 | $0.87 | $1.57 | ||
| Q4 24 | $0.85 | $1.55 | ||
| Q3 24 | $0.77 | $1.41 |
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 | — | $1.1B |
| 总债务越低越好 | $2.9B | $3.9B |
| 股东权益账面价值 | $27.0M | — |
| 总资产 | $5.2B | $8.9B |
| 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MASSTX
| Q3 26 | — | $1.1B | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $647.0M | $1.1B | ||
| Q3 25 | $559.0M | — | ||
| Q2 25 | $390.0M | $891.0M | ||
| Q1 25 | $377.0M | $814.0M | ||
| Q4 24 | $634.0M | $1.2B | ||
| Q3 24 | $646.0M | $1.2B |
总债务MASSTX
| Q3 26 | — | $3.9B | ||
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | — | — |
股东权益MASSTX
| Q3 26 | — | — | ||
| Q1 26 | $27.0M | $459.0M | ||
| Q4 25 | $-185.0M | $-63.0M | ||
| Q3 25 | $-78.0M | — | ||
| Q2 25 | $-84.0M | $-453.0M | ||
| Q1 25 | $-254.0M | $-829.0M | ||
| Q4 24 | $-279.0M | $-1.1B | ||
| Q3 24 | $-88.0M | $-1.3B |
总资产MASSTX
| Q3 26 | — | $8.9B | ||
| Q1 26 | $5.2B | $8.7B | ||
| Q4 25 | $5.2B | $8.4B | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.3B | $8.0B | ||
| Q1 25 | $5.1B | $7.6B | ||
| Q4 24 | $5.0B | $8.0B | ||
| Q3 24 | $5.3B | $8.0B |
负债/权益比MASSTX
| Q3 26 | — | — | ||
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 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 | — | $2.4B |
| 自由现金流经营现金流 - 资本支出 | — | $953.0M |
| 自由现金流率自由现金流/营收 | — | 30.6% |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | — | 3.17× |
| 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MASSTX
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $532.0M | ||
| Q3 25 | $456.0M | — | ||
| Q2 25 | $306.0M | $508.0M | ||
| Q1 25 | $-158.0M | $259.0M | ||
| Q4 24 | $407.0M | $221.0M | ||
| Q3 24 | $416.0M | $95.0M |
自由现金流MASSTX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $427.0M | ||
| Q3 25 | $415.0M | — | ||
| Q2 25 | $270.0M | $425.0M | ||
| Q1 25 | $-190.0M | $216.0M | ||
| Q4 24 | $351.0M | $150.0M | ||
| Q3 24 | $378.0M | $27.0M |
自由现金流率MASSTX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 16.2% | ||
| Q3 25 | 21.6% | — | ||
| Q2 25 | 13.2% | 17.4% | ||
| Q1 25 | -10.5% | 10.0% | ||
| Q4 24 | 19.2% | 6.5% | ||
| Q3 24 | 19.1% | 1.2% |
资本支出强度MASSTX
| Q3 26 | — | — | ||
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 4.0% | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.8% | 3.4% | ||
| Q1 25 | 1.8% | 2.0% | ||
| Q4 24 | 3.1% | 3.1% | ||
| Q3 24 | 1.9% | 3.1% |
现金转化率MASSTX
| Q3 26 | — | 3.17× | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 0.97× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.13× | 1.04× | ||
| Q1 25 | -0.85× | 0.76× | ||
| Q4 24 | 2.24× | 0.66× | ||
| Q3 24 | 2.49× | 0.31× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
