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MARCUS CORP（MCS）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是MARCUS CORP的2.0倍（$385.1M vs $193.5M），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 2.8%），MARCUS CORP自由现金流更多（$26.4M vs $-37.6M），过去两年MARCUS CORP的营收复合增速更高（18.2% vs 7.8%）
马库斯公司是一家美国企业，主营商业地产领域相关服务，业务覆盖美国与加拿大，提供商业地产经纪、按揭经纪、行业研究以及咨询服务，首创了由单一经纪公司独家代理房源挂牌的行业模式，目前在美加两国设有超过80家办公室，拥有员工超1800名。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
MCS vs SMP — 直观对比
营收规模更大
SMP
是对方的2.0倍
$193.5M
营收增速更快
SMP
高出9.4%
2.8%
自由现金流更多
MCS
多$64.0M
$-37.6M
两年增速更快
MCS
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $193.5M | $385.1M |
| 净利润 | — | $7.9M |
| 毛利率 | — | 31.7% |
| 营业利润率 | 0.9% | 5.6% |
| 净利率 | — | 2.0% |
| 营收同比 | 2.8% | 12.2% |
| 净利润同比 | — | 457.9% |
| 每股收益（稀释后） | — | $0.34 |
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MCSSMP
| Q4 25 | $193.5M | $385.1M | ||
| Q3 25 | $210.2M | $498.8M | ||
| Q2 25 | $206.0M | $493.9M | ||
| Q1 25 | $148.8M | $413.4M | ||
| Q4 24 | $188.3M | $343.4M | ||
| Q3 24 | $232.7M | $399.3M | ||
| Q2 24 | $176.0M | $389.8M | ||
| Q1 24 | $138.5M | $331.4M |
净利润MCSSMP
| Q4 25 | — | $7.9M | ||
| Q3 25 | $16.2M | $-4.3M | ||
| Q2 25 | $7.3M | $25.2M | ||
| Q1 25 | $-16.8M | $12.6M | ||
| Q4 24 | $986.0K | $-2.2M | ||
| Q3 24 | $23.3M | $3.8M | ||
| Q2 24 | $-20.2M | $17.1M | ||
| Q1 24 | $-11.9M | $8.8M |
毛利率MCSSMP
| Q4 25 | — | 31.7% | ||
| Q3 25 | — | 32.4% | ||
| Q2 25 | — | 30.6% | ||
| Q1 25 | — | 30.2% | ||
| Q4 24 | — | 29.4% | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 28.6% | ||
| Q1 24 | — | 27.0% |
营业利润率MCSSMP
| Q4 25 | 0.9% | 5.6% | ||
| Q3 25 | 10.8% | 9.5% | ||
| Q2 25 | 6.3% | 8.7% | ||
| Q1 25 | -13.7% | 5.9% | ||
| Q4 24 | -1.2% | 1.1% | ||
| Q3 24 | 14.1% | 9.3% | ||
| Q2 24 | 1.3% | 6.4% | ||
| Q1 24 | -12.0% | 4.4% |
净利率MCSSMP
| Q4 25 | — | 2.0% | ||
| Q3 25 | 7.7% | -0.9% | ||
| Q2 25 | 3.6% | 5.1% | ||
| Q1 25 | -11.3% | 3.0% | ||
| Q4 24 | 0.5% | -0.6% | ||
| Q3 24 | 10.0% | 1.0% | ||
| Q2 24 | -11.5% | 4.4% | ||
| Q1 24 | -8.6% | 2.7% |
每股收益（稀释后）MCSSMP
| Q4 25 | — | $0.34 | ||
| Q3 25 | — | $-0.19 | ||
| Q2 25 | — | $1.13 | ||
| Q1 25 | — | $0.56 | ||
| Q4 24 | — | $-0.09 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $0.77 | ||
| Q1 24 | — | $0.39 |
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 | $23.4M | — |
| 总债务越低越好 | $159.0M | $618.7M |
| 股东权益账面价值 | $457.4M | $683.7M |
| 总资产 | $1.0B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.35× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资MCSSMP
| Q4 25 | $23.4M | — | ||
| Q3 25 | $7.4M | $87.2M | ||
| Q2 25 | $14.9M | $58.8M | ||
| Q1 25 | $11.9M | $50.3M | ||
| Q4 24 | $40.8M | $44.4M | ||
| Q3 24 | $28.4M | $26.3M | ||
| Q2 24 | $32.8M | $26.2M | ||
| Q1 24 | $17.3M | $27.1M |
总债务MCSSMP
| Q4 25 | $159.0M | $618.7M | ||
| Q3 25 | $162.0M | $589.5M | ||
| Q2 25 | $179.9M | $636.6M | ||
| Q1 25 | $198.9M | $650.6M | ||
| Q4 24 | $159.1M | $562.3M | ||
| Q3 24 | $173.1M | $142.8M | ||
| Q2 24 | $175.7M | $208.2M | ||
| Q1 24 | $169.8M | $214.9M |
股东权益MCSSMP
| Q4 25 | $457.4M | $683.7M | ||
| Q3 25 | $454.3M | $677.4M | ||
| Q2 25 | $448.4M | $688.6M | ||
| Q1 25 | $441.8M | $638.0M | ||
| Q4 24 | $464.9M | $615.7M | ||
| Q3 24 | $462.3M | $638.8M | ||
| Q2 24 | $449.4M | $640.0M | ||
| Q1 24 | $459.3M | $639.1M |
总资产MCSSMP
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $1.0B | $2.0B | ||
| Q2 25 | $1.0B | $2.0B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.0B | $1.4B |
负债/权益比MCSSMP
| Q4 25 | 0.35× | 0.90× | ||
| Q3 25 | 0.36× | 0.87× | ||
| Q2 25 | 0.40× | 0.92× | ||
| Q1 25 | 0.45× | 1.02× | ||
| Q4 24 | 0.34× | 0.91× | ||
| Q3 24 | 0.37× | 0.22× | ||
| Q2 24 | 0.39× | 0.33× | ||
| Q1 24 | 0.37× | 0.34× |
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 | $48.8M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $26.4M | $-37.6M |
| 自由现金流率自由现金流/营收 | 13.6% | -9.8% |
| 资本支出强度资本支出/营收 | 11.6% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | $989.0K | $18.7M |
8季度趋势，按日历期对齐
经营现金流MCSSMP
| Q4 25 | $48.8M | $-28.2M | ||
| Q3 25 | $39.1M | $91.6M | ||
| Q2 25 | $31.6M | $54.3M | ||
| Q1 25 | $-35.3M | $-60.2M | ||
| Q4 24 | $52.6M | $-1.5M | ||
| Q3 24 | $30.5M | $88.3M | ||
| Q2 24 | $36.0M | $35.6M | ||
| Q1 24 | $-15.1M | $-45.7M |
自由现金流MCSSMP
| Q4 25 | $26.4M | $-37.6M | ||
| Q3 25 | $18.2M | $81.5M | ||
| Q2 25 | $14.7M | $44.2M | ||
| Q1 25 | $-58.3M | $-69.4M | ||
| Q4 24 | $27.1M | $-11.4M | ||
| Q3 24 | $12.0M | $77.1M | ||
| Q2 24 | $16.1M | $22.7M | ||
| Q1 24 | $-30.5M | $-55.8M |
自由现金流率MCSSMP
| Q4 25 | 13.6% | -9.8% | ||
| Q3 25 | 8.7% | 16.3% | ||
| Q2 25 | 7.1% | 8.9% | ||
| Q1 25 | -39.2% | -16.8% | ||
| Q4 24 | 14.4% | -3.3% | ||
| Q3 24 | 5.2% | 19.3% | ||
| Q2 24 | 9.2% | 5.8% | ||
| Q1 24 | -22.0% | -16.8% |
资本支出强度MCSSMP
| Q4 25 | 11.6% | 2.4% | ||
| Q3 25 | 9.9% | 2.0% | ||
| Q2 25 | 8.2% | 2.1% | ||
| Q1 25 | 15.5% | 2.2% | ||
| Q4 24 | 13.5% | 2.9% | ||
| Q3 24 | 7.9% | 2.8% | ||
| Q2 24 | 11.3% | 3.3% | ||
| Q1 24 | 11.1% | 3.0% |
现金转化率MCSSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | 2.41× | — | ||
| Q2 25 | 4.32× | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | 53.31× | — | ||
| Q3 24 | 1.31× | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | — | -5.18× |
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
MCS
| Theatres | $123.1M | 64% |
| Concessions | $51.0M | 26% |
| Food And Beverage | $21.2M | 11% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
