vs
Masco（MAS）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是思佳讯的1.9倍（$1.9B vs $1.0B），Masco净利率更高（11.9% vs 7.6%，领先4.2%），思佳讯同比增速更快（8.6% vs 6.5%），过去两年思佳讯的营收复合增速更高（-0.5% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
MAS vs SWKS — 直观对比
营收规模更大
MAS
是对方的1.9倍
$1.0B
营收增速更快
SWKS
高出2.1%
6.5%
净利率更高
MAS
高出4.2%
7.6%
两年增速更快
SWKS
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.0B |
| 净利润 | $228.0M | $79.2M |
| 毛利率 | 35.8% | 41.3% |
| 营业利润率 | 16.5% | 10.0% |
| 净利率 | 11.9% | 7.6% |
| 营收同比 | 6.5% | 8.6% |
| 净利润同比 | 14.5% | 15.3% |
| 每股收益（稀释后） | — | $0.53 |
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MASSWKS
| Q1 26 | $1.9B | $1.0B | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.1B | $965.0M | ||
| Q1 25 | $1.8B | $953.2M | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $2.1B | $905.5M |
净利润MASSWKS
| Q1 26 | $228.0M | $79.2M | ||
| Q4 25 | $165.0M | $141.4M | ||
| Q3 25 | $189.0M | — | ||
| Q2 25 | $270.0M | $105.0M | ||
| Q1 25 | $186.0M | $68.7M | ||
| Q4 24 | $182.0M | $162.0M | ||
| Q3 24 | $167.0M | $60.5M | ||
| Q2 24 | $258.0M | $120.9M |
毛利率MASSWKS
| Q1 26 | 35.8% | 41.3% | ||
| Q4 25 | 33.9% | 40.7% | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | 41.6% | ||
| Q1 25 | 35.8% | 41.1% | ||
| Q4 24 | 34.8% | 41.4% | ||
| Q3 24 | 36.6% | 41.9% | ||
| Q2 24 | 37.5% | 40.2% |
营业利润率MASSWKS
| Q1 26 | 16.5% | 10.0% | ||
| Q4 25 | 13.8% | 10.1% | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 20.1% | 11.5% | ||
| Q1 25 | 15.9% | 10.2% | ||
| Q4 24 | 15.9% | 16.9% | ||
| Q3 24 | 18.0% | 5.8% | ||
| Q2 24 | 19.0% | 14.4% |
净利率MASSWKS
| Q1 26 | 11.9% | 7.6% | ||
| Q4 25 | 9.2% | 12.9% | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | 13.2% | 10.9% | ||
| Q1 25 | 10.3% | 7.2% | ||
| Q4 24 | 10.0% | 15.2% | ||
| Q3 24 | 8.4% | 5.9% | ||
| Q2 24 | 12.3% | 13.4% |
每股收益（稀释后）MASSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.81 | $0.95 | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $1.28 | $0.70 | ||
| Q1 25 | $0.87 | $0.43 | ||
| Q4 24 | $0.85 | $1.00 | ||
| Q3 24 | $0.77 | $0.36 | ||
| Q2 24 | $1.17 | $0.75 |
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 | $496.6M |
| 股东权益账面价值 | $27.0M | $5.8B |
| 总资产 | $5.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 109.07× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资MASSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $647.0M | $1.4B | ||
| Q3 25 | $559.0M | — | ||
| Q2 25 | $390.0M | $1.3B | ||
| Q1 25 | $377.0M | $1.5B | ||
| Q4 24 | $634.0M | $1.7B | ||
| Q3 24 | $646.0M | $1.6B | ||
| Q2 24 | $398.0M | $1.3B |
总债务MASSWKS
| Q1 26 | $2.9B | $496.6M | ||
| Q4 25 | $2.9B | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | $2.9B | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益MASSWKS
| Q1 26 | $27.0M | $5.8B | ||
| Q4 25 | $-185.0M | $5.8B | ||
| Q3 25 | $-78.0M | — | ||
| Q2 25 | $-84.0M | $5.7B | ||
| Q1 25 | $-254.0M | $5.9B | ||
| Q4 24 | $-279.0M | $6.4B | ||
| Q3 24 | $-88.0M | $6.3B | ||
| Q2 24 | $-26.0M | $6.3B |
总资产MASSWKS
| Q1 26 | $5.2B | $7.9B | ||
| Q4 25 | $5.2B | $7.9B | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.3B | $7.7B | ||
| Q1 25 | $5.1B | $7.9B | ||
| Q4 24 | $5.0B | $8.3B | ||
| Q3 24 | $5.3B | $8.3B | ||
| Q2 24 | $5.4B | $8.2B |
负债/权益比MASSWKS
| Q1 26 | 109.07× | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | 1.8% | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流MASSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $418.0M | $200.0M | ||
| Q3 25 | $456.0M | — | ||
| Q2 25 | $306.0M | $314.2M | ||
| Q1 25 | $-158.0M | $409.4M | ||
| Q4 24 | $407.0M | $377.2M | ||
| Q3 24 | $416.0M | $476.1M | ||
| Q2 24 | $346.0M | $273.4M |
自由现金流MASSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $371.0M | $144.0M | ||
| Q3 25 | $415.0M | — | ||
| Q2 25 | $270.0M | $252.7M | ||
| Q1 25 | $-190.0M | $370.9M | ||
| Q4 24 | $351.0M | $338.2M | ||
| Q3 24 | $378.0M | $393.3M | ||
| Q2 24 | $303.0M | $249.0M |
自由现金流率MASSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 20.7% | 13.1% | ||
| Q3 25 | 21.6% | — | ||
| Q2 25 | 13.2% | 26.2% | ||
| Q1 25 | -10.5% | 38.9% | ||
| Q4 24 | 19.2% | 31.7% | ||
| Q3 24 | 19.1% | 38.4% | ||
| Q2 24 | 14.5% | 27.5% |
资本支出强度MASSWKS
| Q1 26 | 1.8% | 5.5% | ||
| Q4 25 | 2.6% | 5.1% | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.8% | 6.4% | ||
| Q1 25 | 1.8% | 4.0% | ||
| Q4 24 | 3.1% | 3.6% | ||
| Q3 24 | 1.9% | 8.1% | ||
| Q2 24 | 2.1% | 2.7% |
现金转化率MASSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.53× | 1.41× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 1.13× | 2.99× | ||
| Q1 25 | -0.85× | 5.96× | ||
| Q4 24 | 2.24× | 2.33× | ||
| Q3 24 | 2.49× | 7.87× | ||
| Q2 24 | 1.34× | 2.26× |
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
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
