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Mativ Holdings, Inc.（MATV）与POWELL INDUSTRIES INC（POWL）财务数据对比。点击上方公司名可切换其他公司
Mativ Holdings, Inc.的季度营收约是POWELL INDUSTRIES INC的1.8倍（$463.1M vs $251.2M），Mativ Holdings, Inc.净利率更高（21.8% vs 16.5%，领先5.3%），POWELL INDUSTRIES INC同比增速更快（4.0% vs 1.0%），POWELL INDUSTRIES INC自由现金流更多（$41.6M vs $8.0M），过去两年POWELL INDUSTRIES INC的营收复合增速更高（-0.8% vs -3.8%）
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
MATV vs POWL — 直观对比
营收规模更大
MATV
是对方的1.8倍
$251.2M
营收增速更快
POWL
高出3.1%
1.0%
净利率更高
MATV
高出5.3%
16.5%
自由现金流更多
POWL
多$33.6M
$8.0M
两年增速更快
POWL
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $463.1M | $251.2M |
| 净利润 | $100.8M | $41.4M |
| 毛利率 | 18.8% | 28.4% |
| 营业利润率 | 2.2% | 17.0% |
| 净利率 | 21.8% | 16.5% |
| 营收同比 | 1.0% | 4.0% |
| 净利润同比 | 6620.0% | 19.1% |
| 每股收益（稀释后） | $1.87 | $3.40 |
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MATVPOWL
| Q4 25 | $463.1M | $251.2M | ||
| Q3 25 | $513.7M | $298.0M | ||
| Q2 25 | $525.4M | $286.3M | ||
| Q1 25 | $484.8M | $278.6M | ||
| Q4 24 | $458.6M | $241.4M | ||
| Q3 24 | $498.5M | $275.1M | ||
| Q2 24 | $523.8M | $288.2M | ||
| Q1 24 | $500.2M | $255.1M |
净利润MATVPOWL
| Q4 25 | $100.8M | $41.4M | ||
| Q3 25 | $-3.2M | $51.4M | ||
| Q2 25 | $-9.5M | $48.2M | ||
| Q1 25 | $-425.5M | $46.3M | ||
| Q4 24 | $1.5M | $34.8M | ||
| Q3 24 | $-20.8M | $46.1M | ||
| Q2 24 | $-1.4M | $46.2M | ||
| Q1 24 | $-28.0M | $33.5M |
毛利率MATVPOWL
| Q4 25 | 18.8% | 28.4% | ||
| Q3 25 | 19.3% | 31.4% | ||
| Q2 25 | 19.7% | 30.7% | ||
| Q1 25 | 15.0% | 29.9% | ||
| Q4 24 | 16.9% | 24.7% | ||
| Q3 24 | 18.8% | 29.2% | ||
| Q2 24 | 20.8% | 28.4% | ||
| Q1 24 | 16.8% | 24.6% |
营业利润率MATVPOWL
| Q4 25 | 2.2% | 17.0% | ||
| Q3 25 | 3.1% | 21.2% | ||
| Q2 25 | 3.8% | 21.0% | ||
| Q1 25 | -88.8% | 21.1% | ||
| Q4 24 | 0.6% | 14.7% | ||
| Q3 24 | 1.4% | 20.4% | ||
| Q2 24 | 2.0% | 19.9% | ||
| Q1 24 | -2.8% | 15.5% |
净利率MATVPOWL
| Q4 25 | 21.8% | 16.5% | ||
| Q3 25 | -0.6% | 17.3% | ||
| Q2 25 | -1.8% | 16.8% | ||
| Q1 25 | -87.8% | 16.6% | ||
| Q4 24 | 0.3% | 14.4% | ||
| Q3 24 | -4.2% | 16.7% | ||
| Q2 24 | -0.3% | 16.0% | ||
| Q1 24 | -5.6% | 13.1% |
每股收益（稀释后）MATVPOWL
| Q4 25 | $1.87 | $3.40 | ||
| Q3 25 | $-0.06 | $4.23 | ||
| Q2 25 | $-0.18 | $3.96 | ||
| Q1 25 | $-7.82 | $3.81 | ||
| Q4 24 | $0.03 | $2.86 | ||
| Q3 24 | $-0.38 | $3.77 | ||
| Q2 24 | $-0.03 | $3.79 | ||
| Q1 24 | $-0.52 | $2.75 |
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 | $84.2M | $500.8M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $498.7M | $668.9M |
| 总资产 | $2.1B | $1.1B |
| 负债/权益比越低杠杆越低 | 2.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MATVPOWL
| Q4 25 | $84.2M | $500.8M | ||
| Q3 25 | $97.1M | $475.5M | ||
| Q2 25 | $95.6M | $433.0M | ||
| Q1 25 | $84.0M | $389.3M | ||
| Q4 24 | $94.3M | $373.4M | ||
| Q3 24 | $162.2M | $358.4M | ||
| Q2 24 | $133.4M | $374.0M | ||
| Q1 24 | $128.9M | $365.3M |
总债务MATVPOWL
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.2B | — | ||
| Q1 24 | $1.2B | — |
股东权益MATVPOWL
| Q4 25 | $498.7M | $668.9M | ||
| Q3 25 | $397.4M | $640.8M | ||
| Q2 25 | $416.6M | $594.9M | ||
| Q1 25 | $428.2M | $541.4M | ||
| Q4 24 | $858.5M | $496.3M | ||
| Q3 24 | $882.3M | $483.1M | ||
| Q2 24 | $898.0M | $436.7M | ||
| Q1 24 | $906.9M | $393.8M |
总资产MATVPOWL
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.0B | $1.1B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $965.4M | ||
| Q4 24 | $2.4B | $912.7M | ||
| Q3 24 | $2.6B | $928.2M | ||
| Q2 24 | $2.6B | $869.0M | ||
| Q1 24 | $2.7B | $849.6M |
负债/权益比MATVPOWL
| Q4 25 | 2.07× | — | ||
| Q3 25 | 2.63× | — | ||
| Q2 25 | 2.66× | — | ||
| Q1 25 | 2.67× | — | ||
| Q4 24 | 1.30× | — | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.29× | — | ||
| Q1 24 | 1.30× | — |
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 | $19.3M | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $8.0M | $41.6M |
| 自由现金流率自由现金流/营收 | 1.7% | 16.6% |
| 资本支出强度资本支出/营收 | 2.4% | 0.8% |
| 现金转化率经营现金流/净利润 | 0.19× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $93.8M | $161.5M |
8季度趋势，按日历期对齐
经营现金流MATVPOWL
| Q4 25 | $19.3M | $43.6M | ||
| Q3 25 | $72.8M | $61.1M | ||
| Q2 25 | $57.6M | $47.4M | ||
| Q1 25 | $-15.9M | $22.4M | ||
| Q4 24 | $24.1M | $37.1M | ||
| Q3 24 | $37.6M | $-6.0M | ||
| Q2 24 | $46.1M | $13.8M | ||
| Q1 24 | $-13.0M | $17.0M |
自由现金流MATVPOWL
| Q4 25 | $8.0M | $41.6M | ||
| Q3 25 | $66.7M | $59.3M | ||
| Q2 25 | $48.9M | $42.3M | ||
| Q1 25 | $-29.8M | $18.3M | ||
| Q4 24 | $2.0M | $34.9M | ||
| Q3 24 | $25.5M | $-14.4M | ||
| Q2 24 | $37.4M | $12.4M | ||
| Q1 24 | $-25.1M | $16.1M |
自由现金流率MATVPOWL
| Q4 25 | 1.7% | 16.6% | ||
| Q3 25 | 13.0% | 19.9% | ||
| Q2 25 | 9.3% | 14.8% | ||
| Q1 25 | -6.1% | 6.6% | ||
| Q4 24 | 0.4% | 14.4% | ||
| Q3 24 | 5.1% | -5.3% | ||
| Q2 24 | 7.1% | 4.3% | ||
| Q1 24 | -5.0% | 6.3% |
资本支出强度MATVPOWL
| Q4 25 | 2.4% | 0.8% | ||
| Q3 25 | 1.2% | 0.6% | ||
| Q2 25 | 1.7% | 1.8% | ||
| Q1 25 | 2.9% | 1.5% | ||
| Q4 24 | 4.8% | 0.9% | ||
| Q3 24 | 2.4% | 3.1% | ||
| Q2 24 | 1.7% | 0.5% | ||
| Q1 24 | 2.4% | 0.4% |
现金转化率MATVPOWL
| Q4 25 | 0.19× | 1.05× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | 16.07× | 1.07× | ||
| Q3 24 | — | -0.13× | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 0.51× |
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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
