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迈梭电子(MEI)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.的季度营收约是迈梭电子的1.6倍($385.1M vs $246.9M),STANDARD MOTOR PRODUCTS, INC.净利率更高(2.0% vs -4.0%,领先6.1%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs -15.6%),迈梭电子自由现金流更多($-11.6M vs $-37.6M),过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高(7.8% vs -2.5%)
迈梭电子是一家总部位于美国伊利诺伊州芝加哥的跨国企业,主要业务涵盖工程研发、生产制造与销售服务,目前在全球14个国家设有超过35个运营网点,全球员工总数约6500人。
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。
MEI vs SMP — 直观对比
营收规模更大
SMP
是对方的1.6倍
$246.9M
营收增速更快
SMP
高出27.8%
-15.6%
净利率更高
SMP
高出6.1%
-4.0%
自由现金流更多
MEI
多$26.0M
$-37.6M
两年增速更快
SMP
近两年复合增速
-2.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $246.9M | $385.1M |
| 净利润 | $-9.9M | $7.9M |
| 毛利率 | 19.3% | 31.7% |
| 营业利润率 | 1.2% | 5.6% |
| 净利率 | -4.0% | 2.0% |
| 营收同比 | -15.6% | 12.2% |
| 净利润同比 | -518.8% | 457.9% |
| 每股收益(稀释后) | $-0.28 | $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
MEI
SMP
| Q4 25 | $246.9M | $385.1M | ||
| Q3 25 | $240.5M | $498.8M | ||
| Q2 25 | $257.1M | $493.9M | ||
| Q1 25 | $239.9M | $413.4M | ||
| Q4 24 | $292.6M | $343.4M | ||
| Q3 24 | $258.5M | $399.3M | ||
| Q2 24 | $277.3M | $389.8M | ||
| Q1 24 | $259.5M | $331.4M |
净利润
MEI
SMP
| Q4 25 | $-9.9M | $7.9M | ||
| Q3 25 | $-10.3M | $-4.3M | ||
| Q2 25 | $-28.3M | $25.2M | ||
| Q1 25 | $-14.4M | $12.6M | ||
| Q4 24 | $-1.6M | $-2.2M | ||
| Q3 24 | $-18.3M | $3.8M | ||
| Q2 24 | $-57.3M | $17.1M | ||
| Q1 24 | $-11.6M | $8.8M |
毛利率
MEI
SMP
| Q4 25 | 19.3% | 31.7% | ||
| Q3 25 | 18.1% | 32.4% | ||
| Q2 25 | 7.6% | 30.6% | ||
| Q1 25 | 17.2% | 30.2% | ||
| Q4 24 | 19.8% | 29.4% | ||
| Q3 24 | 17.3% | 30.4% | ||
| Q2 24 | 12.8% | 28.6% | ||
| Q1 24 | 14.3% | 27.0% |
营业利润率
MEI
SMP
| Q4 25 | 1.2% | 5.6% | ||
| Q3 25 | 0.5% | 9.5% | ||
| Q2 25 | -9.2% | 8.7% | ||
| Q1 25 | -0.9% | 5.9% | ||
| Q4 24 | 3.2% | 1.1% | ||
| Q3 24 | -2.9% | 9.3% | ||
| Q2 24 | -22.2% | 6.4% | ||
| Q1 24 | -1.2% | 4.4% |
净利率
MEI
SMP
| Q4 25 | -4.0% | 2.0% | ||
| Q3 25 | -4.3% | -0.9% | ||
| Q2 25 | -11.0% | 5.1% | ||
| Q1 25 | -6.0% | 3.0% | ||
| Q4 24 | -0.5% | -0.6% | ||
| Q3 24 | -7.1% | 1.0% | ||
| Q2 24 | -20.7% | 4.4% | ||
| Q1 24 | -4.5% | 2.7% |
每股收益(稀释后)
MEI
SMP
| Q4 25 | $-0.28 | $0.34 | ||
| Q3 25 | $-0.29 | $-0.19 | ||
| Q2 25 | $-0.79 | $1.13 | ||
| Q1 25 | $-0.41 | $0.56 | ||
| Q4 24 | $-0.05 | $-0.09 | ||
| Q3 24 | $-0.52 | $0.17 | ||
| Q2 24 | $-1.62 | $0.77 | ||
| Q1 24 | $-0.33 | $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 | $118.5M | — |
| 总债务越低越好 | $332.5M | $618.7M |
| 股东权益账面价值 | $679.3M | $683.7M |
| 总资产 | $1.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.49× | 0.90× |
8季度趋势,按日历期对齐
现金及短期投资
MEI
SMP
| Q4 25 | $118.5M | — | ||
| Q3 25 | $121.1M | $87.2M | ||
| Q2 25 | $103.6M | $58.8M | ||
| Q1 25 | $103.8M | $50.3M | ||
| Q4 24 | $97.0M | $44.4M | ||
| Q3 24 | $111.3M | $26.3M | ||
| Q2 24 | $161.5M | $26.2M | ||
| Q1 24 | $122.9M | $27.1M |
总债务
MEI
SMP
| Q4 25 | $332.5M | $618.7M | ||
| Q3 25 | $323.4M | $589.5M | ||
| Q2 25 | $317.6M | $636.6M | ||
| Q1 25 | $327.9M | $650.6M | ||
| Q4 24 | $340.6M | $562.3M | ||
| Q3 24 | $296.0M | $142.8M | ||
| Q2 24 | $330.9M | $208.2M | ||
| Q1 24 | $331.3M | $214.9M |
股东权益
MEI
SMP
| Q4 25 | $679.3M | $683.7M | ||
| Q3 25 | $688.1M | $677.4M | ||
| Q2 25 | $693.3M | $688.6M | ||
| Q1 25 | $704.3M | $638.0M | ||
| Q4 24 | $738.3M | $615.7M | ||
| Q3 24 | $744.4M | $638.8M | ||
| Q2 24 | $766.0M | $640.0M | ||
| Q1 24 | $835.0M | $639.1M |
总资产
MEI
SMP
| Q4 25 | $1.3B | $2.0B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.4B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.5B | $1.4B |
负债/权益比
MEI
SMP
| Q4 25 | 0.49× | 0.90× | ||
| Q3 25 | 0.47× | 0.87× | ||
| Q2 25 | 0.46× | 0.92× | ||
| Q1 25 | 0.47× | 1.02× | ||
| Q4 24 | 0.46× | 0.91× | ||
| Q3 24 | 0.40× | 0.22× | ||
| Q2 24 | 0.43× | 0.33× | ||
| Q1 24 | 0.40× | 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 | $-7.4M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $-11.6M | $-37.6M |
| 自由现金流率自由现金流/营收 | -4.7% | -9.8% |
| 资本支出强度资本支出/营收 | 1.7% | 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 | $52.3M | $18.7M |
8季度趋势,按日历期对齐
经营现金流
MEI
SMP
| Q4 25 | $-7.4M | $-28.2M | ||
| Q3 25 | $25.1M | $91.6M | ||
| Q2 25 | $35.4M | $54.3M | ||
| Q1 25 | $28.1M | $-60.2M | ||
| Q4 24 | $-48.0M | $-1.5M | ||
| Q3 24 | $10.9M | $88.3M | ||
| Q2 24 | $24.9M | $35.6M | ||
| Q1 24 | $28.8M | $-45.7M |
自由现金流
MEI
SMP
| Q4 25 | $-11.6M | $-37.6M | ||
| Q3 25 | $18.0M | $81.5M | ||
| Q2 25 | $26.3M | $44.2M | ||
| Q1 25 | $19.6M | $-69.4M | ||
| Q4 24 | $-58.4M | $-11.4M | ||
| Q3 24 | $-2.7M | $77.1M | ||
| Q2 24 | $15.8M | $22.7M | ||
| Q1 24 | $12.2M | $-55.8M |
自由现金流率
MEI
SMP
| Q4 25 | -4.7% | -9.8% | ||
| Q3 25 | 7.5% | 16.3% | ||
| Q2 25 | 10.2% | 8.9% | ||
| Q1 25 | 8.2% | -16.8% | ||
| Q4 24 | -20.0% | -3.3% | ||
| Q3 24 | -1.0% | 19.3% | ||
| Q2 24 | 5.7% | 5.8% | ||
| Q1 24 | 4.7% | -16.8% |
资本支出强度
MEI
SMP
| Q4 25 | 1.7% | 2.4% | ||
| Q3 25 | 3.0% | 2.0% | ||
| Q2 25 | 3.5% | 2.1% | ||
| Q1 25 | 3.5% | 2.2% | ||
| Q4 24 | 3.6% | 2.9% | ||
| Q3 24 | 5.3% | 2.8% | ||
| Q2 24 | 3.3% | 3.3% | ||
| Q1 24 | 6.4% | 3.0% |
现金转化率
MEI
SMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 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
MEI
暂无分部数据
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% |