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美泰(MAT)与Quanex Building Products CORP(NX)财务数据对比。点击上方公司名可切换其他公司
美泰的季度营收约是Quanex Building Products CORP的1.7倍($862.2M vs $495.3M),美泰净利率更高(7.1% vs -55.7%,领先62.8%),Quanex Building Products CORP同比增速更快(76.7% vs 4.3%),Quanex Building Products CORP自由现金流更多($46.2M vs $-88.1M),过去两年Quanex Building Products CORP的营收复合增速更高(29.5% vs -10.6%)
美泰是美国知名玩具及娱乐企业,旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions,更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
Quanex Building Products是一家工程建筑组件及材料制造商,核心产品包括中空玻璃间隔条、门窗系统、橱柜及家具部件,服务北美、欧洲的住宅及商业建筑市场,主打节能可持续的建筑解决方案。
MAT vs NX — 直观对比
营收规模更大
MAT
是对方的1.7倍
$495.3M
营收增速更快
NX
高出72.4%
4.3%
净利率更高
MAT
高出62.8%
-55.7%
自由现金流更多
NX
多$134.3M
$-88.1M
两年增速更快
NX
近两年复合增速
-10.6%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $862.2M | $495.3M |
| 净利润 | $61.0M | $-276.0M |
| 毛利率 | 44.9% | 27.9% |
| 营业利润率 | — | -54.7% |
| 净利率 | 7.1% | -55.7% |
| 营收同比 | 4.3% | 76.7% |
| 净利润同比 | 251.4% | -1188.8% |
| 每股收益(稀释后) | $0.20 | $-6.04 |
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
MAT
NX
| Q1 26 | $862.2M | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.7B | $495.3M | ||
| Q2 25 | $1.0B | $452.5M | ||
| Q1 25 | $826.6M | $400.0M | ||
| Q4 24 | $1.6B | $492.2M | ||
| Q3 24 | $1.8B | $280.3M | ||
| Q2 24 | $1.1B | $266.2M |
净利润
MAT
NX
| Q1 26 | $61.0M | — | ||
| Q4 25 | $106.2M | — | ||
| Q3 25 | $278.4M | $-276.0M | ||
| Q2 25 | $53.4M | $20.5M | ||
| Q1 25 | $-40.3M | $-14.9M | ||
| Q4 24 | $140.9M | $-13.9M | ||
| Q3 24 | $372.4M | $25.4M | ||
| Q2 24 | $56.9M | $15.4M |
毛利率
MAT
NX
| Q1 26 | 44.9% | — | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 50.0% | 27.9% | ||
| Q2 25 | 50.9% | 29.0% | ||
| Q1 25 | 49.4% | 23.1% | ||
| Q4 24 | 50.7% | — | ||
| Q3 24 | 53.1% | 25.3% | ||
| Q2 24 | 49.2% | 24.9% |
营业利润率
MAT
NX
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 21.9% | -54.7% | ||
| Q2 25 | 7.7% | 9.0% | ||
| Q1 25 | -6.4% | -1.7% | ||
| Q4 24 | 9.6% | 0.6% | ||
| Q3 24 | 26.5% | 8.4% | ||
| Q2 24 | 7.7% | 7.8% |
净利率
MAT
NX
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.0% | — | ||
| Q3 25 | 16.0% | -55.7% | ||
| Q2 25 | 5.2% | 4.5% | ||
| Q1 25 | -4.9% | -3.7% | ||
| Q4 24 | 8.6% | -2.8% | ||
| Q3 24 | 20.2% | 9.0% | ||
| Q2 24 | 5.3% | 5.8% |
每股收益(稀释后)
MAT
NX
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.32 | — | ||
| Q3 25 | $0.88 | $-6.04 | ||
| Q2 25 | $0.16 | $0.44 | ||
| Q1 25 | $-0.12 | $-0.32 | ||
| Q4 24 | $0.40 | $-0.52 | ||
| Q3 24 | $1.09 | $0.77 | ||
| Q2 24 | $0.17 | $0.46 |
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 | $866.0M | $66.3M |
| 总债务越低越好 | $2.3B | $695.6M |
| 股东权益账面价值 | $2.1B | $717.4M |
| 总资产 | $6.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
MAT
NX
| Q1 26 | $866.0M | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $691.9M | $66.3M | ||
| Q2 25 | $870.5M | $62.6M | ||
| Q1 25 | $1.2B | $50.0M | ||
| Q4 24 | $1.4B | $97.7M | ||
| Q3 24 | $723.5M | $94.0M | ||
| Q2 24 | $722.4M | $56.1M |
总债务
MAT
NX
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | $695.6M | ||
| Q2 25 | $2.3B | $746.4M | ||
| Q1 25 | $2.3B | $725.2M | ||
| Q4 24 | $2.3B | $737.2M | ||
| Q3 24 | $2.3B | $51.4M | ||
| Q2 24 | $2.3B | $51.5M |
股东权益
MAT
NX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.3B | $717.4M | ||
| Q2 25 | $2.2B | $1.0B | ||
| Q1 25 | $2.1B | $972.1M | ||
| Q4 24 | $2.3B | $1.0B | ||
| Q3 24 | $2.3B | $594.1M | ||
| Q2 24 | $2.0B | $566.1M |
总资产
MAT
NX
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.6B | — | ||
| Q3 25 | $6.6B | $2.0B | ||
| Q2 25 | $6.2B | $2.3B | ||
| Q1 25 | $6.2B | $2.2B | ||
| Q4 24 | $6.5B | $2.3B | ||
| Q3 24 | $6.5B | $872.5M | ||
| Q2 24 | $5.9B | $837.2M |
负债/权益比
MAT
NX
| Q1 26 | 1.11× | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 1.03× | 0.97× | ||
| Q2 25 | 1.08× | 0.75× | ||
| Q1 25 | 1.10× | 0.75× | ||
| Q4 24 | 1.03× | 0.73× | ||
| Q3 24 | 1.01× | 0.09× | ||
| Q2 24 | 1.18× | 0.09× |
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 | — | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $-88.1M | $46.2M |
| 自由现金流率自由现金流/营收 | -10.2% | 9.3% |
| 资本支出强度资本支出/营收 | 7.6% | 2.9% |
| 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 | — | $27.5M |
8季度趋势,按日历期对齐
经营现金流
MAT
NX
| Q1 26 | — | — | ||
| Q4 25 | $796.6M | — | ||
| Q3 25 | $72.0M | $60.7M | ||
| Q2 25 | $-300.1M | $28.5M | ||
| Q1 25 | $24.8M | $-12.5M | ||
| Q4 24 | $862.1M | $5.5M | ||
| Q3 24 | $155.8M | $46.4M | ||
| Q2 24 | $-252.9M | $33.1M |
自由现金流
MAT
NX
| Q1 26 | $-88.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $46.2M | ||
| Q2 25 | — | $13.6M | ||
| Q1 25 | — | $-24.1M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $40.1M | ||
| Q2 24 | — | $25.5M |
自由现金流率
MAT
NX
| Q1 26 | -10.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | -1.7% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 9.6% |
资本支出强度
MAT
NX
| Q1 26 | 7.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 2.9% |
现金转化率
MAT
NX
| Q1 26 | — | — | ||
| Q4 25 | 7.50× | — | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | -5.62× | 1.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | 6.12× | — | ||
| Q3 24 | 0.42× | 1.83× | ||
| Q2 24 | -4.45× | 2.15× |
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
MAT
暂无分部数据
NX
| Window And Door Hardware | $150.3M | 30% |
| Screens | $76.8M | 16% |
| Window Profiles | $68.2M | 14% |
| Spacers | $54.7M | 11% |
| Wood Solutions | $53.4M | 11% |
| Seals And Gaskets | $29.9M | 6% |
| Access Solutions | $27.4M | 6% |
| Mixing Solution | $21.5M | 4% |
| Solar | $5.3M | 1% |
| Product Type Other | $3.3M | 1% |