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Martin Marietta Materials（MLM）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Martin Marietta Materials的季度营收约是Simpson Manufacturing Co., Inc.的1.9倍（$1.1B vs $588.0M），Martin Marietta Materials净利率更高（24.5% vs 15.0%，领先9.5%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -30.1%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% vs -4.5%）
马丁·玛丽埃塔材料公司是美国大型集料及重型建筑材料供应商，业务覆盖美国26个州、加拿大及加勒比地区，主要为道路、人行道、地基等各类基建项目提供所需原材料。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
MLM vs SSD — 直观对比
营收规模更大
MLM
是对方的1.9倍
$588.0M
营收增速更快
SSD
高出39.3%
-30.1%
净利率更高
MLM
高出9.5%
15.0%
两年增速更快
SSD
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $588.0M |
| 净利润 | $279.0M | $88.2M |
| 毛利率 | 35.0% | 45.2% |
| 营业利润率 | 24.6% | 19.5% |
| 净利率 | 24.5% | 15.0% |
| 营收同比 | -30.1% | 9.1% |
| 净利润同比 | -4.8% | 13.3% |
| 每股收益（稀释后） | $4.59 | $2.13 |
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MLMSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $1.1B | $539.3M | ||
| Q3 25 | $1.8B | $623.5M | ||
| Q2 25 | $1.8B | $631.1M | ||
| Q1 25 | $1.4B | $538.9M | ||
| Q4 24 | $1.6B | $517.4M | ||
| Q3 24 | $1.9B | $587.2M | ||
| Q2 24 | $1.8B | $597.0M |
净利润MLMSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $279.0M | $56.2M | ||
| Q3 25 | $414.0M | $107.4M | ||
| Q2 25 | $328.0M | $103.5M | ||
| Q1 25 | $116.0M | $77.9M | ||
| Q4 24 | $293.0M | $55.4M | ||
| Q3 24 | $363.0M | $93.5M | ||
| Q2 24 | $294.0M | $97.8M |
毛利率MLMSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | 35.0% | 43.4% | ||
| Q3 25 | 33.1% | 46.4% | ||
| Q2 25 | 30.0% | 46.7% | ||
| Q1 25 | 24.8% | 46.8% | ||
| Q4 24 | 30.0% | 44.0% | ||
| Q3 24 | 31.7% | 46.8% | ||
| Q2 24 | 29.3% | 46.7% |
营业利润率MLMSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 24.6% | 13.9% | ||
| Q3 25 | 27.4% | 22.6% | ||
| Q2 25 | 25.3% | 22.2% | ||
| Q1 25 | 14.3% | 19.0% | ||
| Q4 24 | 24.4% | 14.8% | ||
| Q3 24 | 25.9% | 21.3% | ||
| Q2 24 | 22.6% | 22.1% |
净利率MLMSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 24.5% | 10.4% | ||
| Q3 25 | 22.4% | 17.2% | ||
| Q2 25 | 18.1% | 16.4% | ||
| Q1 25 | 8.6% | 14.5% | ||
| Q4 24 | 18.0% | 10.7% | ||
| Q3 24 | 19.2% | 15.9% | ||
| Q2 24 | 16.7% | 16.4% |
每股收益（稀释后）MLMSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | $4.59 | $1.34 | ||
| Q3 25 | $6.85 | $2.58 | ||
| Q2 25 | $5.43 | $2.47 | ||
| Q1 25 | $1.90 | $1.85 | ||
| Q4 24 | $4.87 | $1.31 | ||
| Q3 24 | $5.91 | $2.21 | ||
| Q2 24 | $4.76 | $2.31 |
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 | $67.0M | $341.0M |
| 总债务越低越好 | $5.3B | — |
| 股东权益账面价值 | $10.0B | $2.1B |
| 总资产 | $18.7B | $3.0B |
| 负债/权益比越低杠杆越低 | 0.53× | — |
8季度趋势，按日历期对齐
现金及短期投资MLMSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $67.0M | $384.1M | ||
| Q3 25 | $57.0M | $297.3M | ||
| Q2 25 | $225.0M | $190.4M | ||
| Q1 25 | $101.0M | $150.3M | ||
| Q4 24 | $670.0M | $239.4M | ||
| Q3 24 | $52.0M | $339.4M | ||
| Q2 24 | $109.0M | $354.9M |
总债务MLMSSD
| Q1 26 | — | — | ||
| Q4 25 | $5.3B | $300.0M | ||
| Q3 25 | $5.5B | $371.3M | ||
| Q2 25 | $5.4B | $376.9M | ||
| Q1 25 | $5.4B | $382.5M | ||
| Q4 24 | $5.4B | $388.1M | ||
| Q3 24 | $4.0B | $393.8M | ||
| Q2 24 | $4.3B | $399.4M |
股东权益MLMSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $10.0B | $2.0B | ||
| Q3 25 | $9.7B | $2.0B | ||
| Q2 25 | $9.4B | $1.9B | ||
| Q1 25 | $9.1B | $1.9B | ||
| Q4 24 | $9.5B | $1.8B | ||
| Q3 24 | $9.2B | $1.9B | ||
| Q2 24 | $8.8B | $1.8B |
总资产MLMSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $18.7B | $3.1B | ||
| Q3 25 | $18.7B | $3.0B | ||
| Q2 25 | $18.1B | $3.0B | ||
| Q1 25 | $17.7B | $2.8B | ||
| Q4 24 | $18.2B | $2.7B | ||
| Q3 24 | $16.5B | $2.9B | ||
| Q2 24 | $16.3B | $2.8B |
负债/权益比MLMSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.53× | 0.15× | ||
| Q3 25 | 0.57× | 0.19× | ||
| Q2 25 | 0.58× | 0.20× | ||
| Q1 25 | 0.60× | 0.21× | ||
| Q4 24 | 0.57× | 0.21× | ||
| Q3 24 | 0.44× | 0.21× | ||
| Q2 24 | 0.49× | 0.23× |
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 | $629.0M | — |
| 自由现金流经营现金流 - 资本支出 | $424.0M | — |
| 自由现金流率自由现金流/营收 | 37.2% | — |
| 资本支出强度资本支出/营收 | 18.0% | — |
| 现金转化率经营现金流/净利润 | 2.25× | — |
| 过去12个月自由现金流最近4个季度 | $978.0M | — |
8季度趋势，按日历期对齐
经营现金流MLMSSD
| Q1 26 | — | — | ||
| Q4 25 | $629.0M | $155.7M | ||
| Q3 25 | $551.0M | $170.2M | ||
| Q2 25 | $387.0M | $125.2M | ||
| Q1 25 | $218.0M | $7.6M | ||
| Q4 24 | $686.0M | $115.8M | ||
| Q3 24 | $600.0M | $103.3M | ||
| Q2 24 | $1.0M | $111.1M |
自由现金流MLMSSD
| Q1 26 | — | — | ||
| Q4 25 | $424.0M | $119.0M | ||
| Q3 25 | $361.0M | $133.9M | ||
| Q2 25 | $208.0M | $87.3M | ||
| Q1 25 | $-15.0M | $-42.6M | ||
| Q4 24 | $453.0M | $60.3M | ||
| Q3 24 | $317.0M | $58.1M | ||
| Q2 24 | $-138.0M | $70.9M |
自由现金流率MLMSSD
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | 22.1% | ||
| Q3 25 | 19.6% | 21.5% | ||
| Q2 25 | 11.5% | 13.8% | ||
| Q1 25 | -1.1% | -7.9% | ||
| Q4 24 | 27.8% | 11.7% | ||
| Q3 24 | 16.8% | 9.9% | ||
| Q2 24 | -7.8% | 11.9% |
资本支出强度MLMSSD
| Q1 26 | — | — | ||
| Q4 25 | 18.0% | 6.8% | ||
| Q3 25 | 10.3% | 5.8% | ||
| Q2 25 | 9.9% | 6.0% | ||
| Q1 25 | 17.2% | 9.3% | ||
| Q4 24 | 14.3% | 10.7% | ||
| Q3 24 | 15.0% | 7.7% | ||
| Q2 24 | 7.9% | 6.7% |
现金转化率MLMSSD
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | 2.77× | ||
| Q3 25 | 1.33× | 1.58× | ||
| Q2 25 | 1.18× | 1.21× | ||
| Q1 25 | 1.88× | 0.10× | ||
| Q4 24 | 2.34× | 2.09× | ||
| Q3 24 | 1.65× | 1.10× | ||
| Q2 24 | 0.00× | 1.14× |
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
MLM
| Building Materials Business East Group | $774.0M | 68% |
| Building Materials Business West Group | $233.0M | 20% |
| Services | $88.0M | 8% |
| Other | $45.0M | 4% |
SSD
暂无分部数据
