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美森(MATX)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
美森的季度营收约是Reddit, Inc.的1.3倍($851.9M vs $663.0M),Reddit, Inc.净利率更高(30.8% vs 16.8%,领先14.0%),Reddit, Inc.同比增速更快(69.0% vs -4.3%),Reddit, Inc.自由现金流更多($311.0M vs $42.2M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs 8.6%)
美森公司(Matson, Inc.)是美国知名航运服务企业,总部位于夏威夷州火奴鲁鲁,成立于1882年。旗下子公司美森航运主营跨太平洋海运业务,服务覆盖夏威夷、阿拉斯加、关岛、密克罗尼西亚、太平洋诸岛、中国及日本等地区。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
MATX vs RDDT — 直观对比
营收规模更大
MATX
是对方的1.3倍
$663.0M
营收增速更快
RDDT
高出73.3%
-4.3%
净利率更高
RDDT
高出14.0%
16.8%
自由现金流更多
RDDT
多$268.8M
$42.2M
两年增速更快
RDDT
近两年复合增速
8.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $851.9M | $663.0M |
| 净利润 | $143.1M | $204.0M |
| 毛利率 | — | 100.0% |
| 营业利润率 | 16.9% | 0.0% |
| 净利率 | 16.8% | 30.8% |
| 营收同比 | -4.3% | 69.0% |
| 净利润同比 | 11.8% | 680.0% |
| 每股收益(稀释后) | $4.47 | $1.01 |
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
MATX
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $851.9M | $725.6M | ||
| Q3 25 | $880.1M | $584.9M | ||
| Q2 25 | $830.5M | $499.6M | ||
| Q1 25 | $782.0M | $392.4M | ||
| Q4 24 | $890.3M | $427.7M | ||
| Q3 24 | $962.0M | $348.4M | ||
| Q2 24 | $847.4M | $281.2M |
净利润
MATX
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $143.1M | $251.6M | ||
| Q3 25 | $134.7M | $162.7M | ||
| Q2 25 | $94.7M | $89.3M | ||
| Q1 25 | $72.3M | $26.2M | ||
| Q4 24 | $128.0M | $71.0M | ||
| Q3 24 | $199.1M | $29.9M | ||
| Q2 24 | $113.2M | $-10.1M |
毛利率
MATX
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率
MATX
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 16.9% | 31.9% | ||
| Q3 25 | 18.3% | 23.7% | ||
| Q2 25 | 13.6% | 13.6% | ||
| Q1 25 | 10.5% | 1.0% | ||
| Q4 24 | 16.6% | 12.4% | ||
| Q3 24 | 25.2% | 2.0% | ||
| Q2 24 | 14.7% | -11.0% |
净利率
MATX
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 16.8% | 34.7% | ||
| Q3 25 | 15.3% | 27.8% | ||
| Q2 25 | 11.4% | 17.9% | ||
| Q1 25 | 9.2% | 6.7% | ||
| Q4 24 | 14.4% | 16.6% | ||
| Q3 24 | 20.7% | 8.6% | ||
| Q2 24 | 13.4% | -3.6% |
每股收益(稀释后)
MATX
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $4.47 | $1.24 | ||
| Q3 25 | $4.24 | $0.80 | ||
| Q2 25 | $2.92 | $0.45 | ||
| Q1 25 | $2.18 | $0.13 | ||
| Q4 24 | $3.69 | $4.76 | ||
| Q3 24 | $5.89 | $0.16 | ||
| Q2 24 | $3.31 | $-0.06 |
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 | $141.9M | $1.4B |
| 总债务越低越好 | $361.2M | — |
| 股东权益账面价值 | $2.8B | $3.2B |
| 总资产 | $4.6B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.13× | — |
8季度趋势,按日历期对齐
现金及短期投资
MATX
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $141.9M | $953.6M | ||
| Q3 25 | $92.7M | $911.7M | ||
| Q2 25 | $59.1M | $734.1M | ||
| Q1 25 | $122.0M | $635.7M | ||
| Q4 24 | $266.8M | $562.1M | ||
| Q3 24 | $270.3M | $515.9M | ||
| Q2 24 | $168.2M | $468.0M |
总债务
MATX
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $361.2M | — | ||
| Q3 25 | $370.9M | — | ||
| Q2 25 | $341.3M | — | ||
| Q1 25 | $351.1M | — | ||
| Q4 24 | $361.2M | — | ||
| Q3 24 | $370.9M | — | ||
| Q2 24 | $381.0M | — |
股东权益
MATX
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.8B | $2.9B | ||
| Q3 25 | $2.7B | $2.6B | ||
| Q2 25 | $2.6B | $2.4B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.6B | $2.0B | ||
| Q2 24 | $2.4B | $1.9B |
总资产
MATX
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $4.6B | $3.2B | ||
| Q3 25 | $4.6B | $2.9B | ||
| Q2 25 | $4.5B | $2.6B | ||
| Q1 25 | $4.5B | $2.4B | ||
| Q4 24 | $4.6B | $2.3B | ||
| Q3 24 | $4.4B | $2.2B | ||
| Q2 24 | $4.3B | $2.1B |
负债/权益比
MATX
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.13× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.13× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.15× | — | ||
| 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 | $176.9M | — |
| 自由现金流经营现金流 - 资本支出 | $42.2M | $311.0M |
| 自由现金流率自由现金流/营收 | 5.0% | 46.9% |
| 资本支出强度资本支出/营收 | 15.8% | — |
| 现金转化率经营现金流/净利润 | 1.24× | — |
| 过去12个月自由现金流最近4个季度 | $153.7M | $868.6M |
8季度趋势,按日历期对齐
经营现金流
MATX
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $176.9M | $266.8M | ||
| Q3 25 | $175.6M | $185.2M | ||
| Q2 25 | $105.6M | $111.3M | ||
| Q1 25 | $89.0M | $127.6M | ||
| Q4 24 | $174.7M | $90.0M | ||
| Q3 24 | $248.6M | $71.6M | ||
| Q2 24 | $307.9M | $28.4M |
自由现金流
MATX
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $42.2M | $263.6M | ||
| Q3 25 | $92.4M | $183.1M | ||
| Q2 25 | $19.3M | $110.8M | ||
| Q1 25 | $-200.0K | $126.6M | ||
| Q4 24 | $49.3M | $89.2M | ||
| Q3 24 | $189.0M | $70.3M | ||
| Q2 24 | $238.1M | $27.2M |
自由现金流率
MATX
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 5.0% | 36.3% | ||
| Q3 25 | 10.5% | 31.3% | ||
| Q2 25 | 2.3% | 22.2% | ||
| Q1 25 | -0.0% | 32.3% | ||
| Q4 24 | 5.5% | 20.8% | ||
| Q3 24 | 19.6% | 20.2% | ||
| Q2 24 | 28.1% | 9.7% |
资本支出强度
MATX
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | 0.4% | ||
| Q3 25 | 9.5% | 0.4% | ||
| Q2 25 | 10.4% | 0.1% | ||
| Q1 25 | 11.4% | 0.2% | ||
| Q4 24 | 14.1% | 0.2% | ||
| Q3 24 | 6.2% | 0.4% | ||
| Q2 24 | 8.2% | 0.4% |
现金转化率
MATX
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.24× | 1.06× | ||
| Q3 25 | 1.30× | 1.14× | ||
| Q2 25 | 1.12× | 1.25× | ||
| Q1 25 | 1.23× | 4.88× | ||
| Q4 24 | 1.36× | 1.27× | ||
| Q3 24 | 1.25× | 2.40× | ||
| Q2 24 | 2.72× | — |
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
MATX
| Ocean Transportation Segment | $704.2M | 83% |
| Logistics Services Segment | $147.7M | 17% |
RDDT
暂无分部数据