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Masco（MAS）与微博公司（WB）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是微博公司的1.5倍（$1.9B vs $1.3B），微博公司净利率更高（35.7% vs 11.9%，领先23.8%），过去两年微博公司的营收复合增速更高（22.6% 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。
微博公司是中国知名的社交网络企业，旗下运营的新浪微博是国内极具影响力的微博客平台，公司总部位于中国北京，为数以亿计的用户提供社交互动、资讯传播、内容创作等多元互联网服务。
MAS vs WB — 直观对比
营收规模更大
MAS
是对方的1.5倍
$1.3B
净利率更高
WB
高出23.8%
11.9%
两年增速更快
WB
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | $228.0M | $458.3M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | 29.1% |
| 净利率 | 11.9% | 35.7% |
| 营收同比 | 6.5% | — |
| 净利润同比 | 14.5% | — |
| 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MASWB
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $2.1B | $841.7M | ||
| Q1 25 | $1.8B | $396.9M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.1B | $833.4M |
净利润MASWB
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | — | ||
| Q3 25 | $189.0M | $458.3M | ||
| Q2 25 | $270.0M | $234.8M | ||
| Q1 25 | $186.0M | $108.1M | ||
| Q4 24 | $182.0M | — | ||
| Q3 24 | $167.0M | $297.4M | ||
| Q2 24 | $258.0M | $164.6M |
毛利率MASWB
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | — | ||
| Q2 24 | 37.5% | — |
营业利润率MASWB
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | 15.8% | 29.1% | ||
| Q2 25 | 20.1% | 30.4% | ||
| Q1 25 | 15.9% | 27.8% | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 18.0% | 29.0% | ||
| Q2 24 | 19.0% | 28.2% |
净利率MASWB
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | — | ||
| Q3 25 | 9.9% | 35.7% | ||
| Q2 25 | 13.2% | 27.9% | ||
| Q1 25 | 10.3% | 27.2% | ||
| Q4 24 | 10.0% | — | ||
| Q3 24 | 8.4% | 22.9% | ||
| Q2 24 | 12.3% | 19.8% |
每股收益（稀释后）MASWB
| 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 | — | $1.1B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $3.9B |
| 总资产 | $5.2B | $6.9B |
| 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MASWB
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | — | ||
| Q3 25 | $559.0M | $1.1B | ||
| Q2 25 | $390.0M | $1.2B | ||
| Q1 25 | $377.0M | $1.2B | ||
| Q4 24 | $634.0M | — | ||
| Q3 24 | $646.0M | — | ||
| Q2 24 | $398.0M | $1.9B |
总债务MASWB
| 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MASWB
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | — | ||
| Q3 25 | $-78.0M | $3.9B | ||
| Q2 25 | $-84.0M | $3.6B | ||
| Q1 25 | $-254.0M | $3.5B | ||
| Q4 24 | $-279.0M | — | ||
| Q3 24 | $-88.0M | — | ||
| Q2 24 | $-26.0M | $3.4B |
总资产MASWB
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.3B | $6.9B | ||
| Q2 25 | $5.3B | $6.5B | ||
| Q1 25 | $5.1B | $6.7B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.3B | — | ||
| Q2 24 | $5.4B | $7.1B |
负债/权益比MASWB
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
