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摩丁制造（MOD）与Skyward Specialty Insurance Group, Inc.（SKWD）财务数据对比。点击上方公司名可切换其他公司
摩丁制造的季度营收约是Skyward Specialty Insurance Group, Inc.的1.7倍（$805.0M vs $475.9M），Skyward Specialty Insurance Group, Inc.净利率更高（10.5% vs -5.9%，领先16.3%），Skyward Specialty Insurance Group, Inc.同比增速更快（44.8% vs 30.5%），过去两年Skyward Specialty Insurance Group, Inc.的营收复合增速更高（30.4% vs 15.5%）
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
Skyward Specialty Insurance Group是一家专业财产和意外伤害保险提供商，推出商业车险、一般责任险、职业赔偿险、特种财产险等定制化保障方案，主要服务美国各地的中小企业及细分行业客户，专注承保服务不足群体的复杂高难度风险。
MOD vs SKWD — 直观对比
营收规模更大
MOD
是对方的1.7倍
$475.9M
营收增速更快
SKWD
高出14.3%
30.5%
净利率更高
SKWD
高出16.3%
-5.9%
两年增速更快
SKWD
近两年复合增速
15.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $805.0M | $475.9M |
| 净利润 | $-47.4M | $49.7M |
| 毛利率 | 23.1% | — |
| 营业利润率 | 11.1% | 14.9% |
| 净利率 | -5.9% | 10.5% |
| 营收同比 | 30.5% | 44.8% |
| 净利润同比 | -215.6% | — |
| 每股收益（稀释后） | $-0.90 | $1.09 |
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MODSKWD
| Q1 26 | — | $475.9M | ||
| Q4 25 | $805.0M | $385.6M | ||
| Q3 25 | $738.9M | $382.5M | ||
| Q2 25 | $682.8M | $319.9M | ||
| Q1 25 | $647.2M | $328.5M | ||
| Q4 24 | $616.8M | $304.4M | ||
| Q3 24 | $658.0M | $300.9M | ||
| Q2 24 | $661.5M | $279.9M |
净利润MODSKWD
| Q1 26 | — | $49.7M | ||
| Q4 25 | $-47.4M | $43.2M | ||
| Q3 25 | $44.4M | $45.9M | ||
| Q2 25 | $51.2M | $38.8M | ||
| Q1 25 | $49.6M | $42.1M | ||
| Q4 24 | $41.0M | $14.4M | ||
| Q3 24 | $46.1M | $36.7M | ||
| Q2 24 | $47.3M | $31.0M |
毛利率MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | 23.1% | — | ||
| Q3 25 | 22.3% | — | ||
| Q2 25 | 24.2% | — | ||
| Q1 25 | 25.6% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 24.6% | — |
营业利润率MODSKWD
| Q1 26 | — | 14.9% | ||
| Q4 25 | 11.1% | 14.2% | ||
| Q3 25 | 9.9% | 15.8% | ||
| Q2 25 | 11.1% | 15.6% | ||
| Q1 25 | 11.5% | 15.7% | ||
| Q4 24 | 9.6% | 6.1% | ||
| Q3 24 | 11.4% | 15.6% | ||
| Q2 24 | 11.2% | 14.4% |
净利率MODSKWD
| Q1 26 | — | 10.5% | ||
| Q4 25 | -5.9% | 11.2% | ||
| Q3 25 | 6.0% | 12.0% | ||
| Q2 25 | 7.5% | 12.1% | ||
| Q1 25 | 7.7% | 12.8% | ||
| Q4 24 | 6.6% | 4.7% | ||
| Q3 24 | 7.0% | 12.2% | ||
| Q2 24 | 7.2% | 11.1% |
每股收益（稀释后）MODSKWD
| Q1 26 | — | $1.09 | ||
| Q4 25 | $-0.90 | $1.03 | ||
| Q3 25 | $0.83 | $1.10 | ||
| Q2 25 | $0.95 | $0.93 | ||
| Q1 25 | $0.92 | $1.01 | ||
| Q4 24 | $0.76 | $0.33 | ||
| Q3 24 | $0.86 | $0.89 | ||
| Q2 24 | $0.88 | $0.75 |
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 | $98.7M | $4.1M |
| 总债务越低越好 | $570.7M | — |
| 股东权益账面价值 | $1.1B | $1.2B |
| 总资产 | $2.5B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资MODSKWD
| Q1 26 | — | $4.1M | ||
| Q4 25 | $98.7M | $168.5M | ||
| Q3 25 | $83.8M | $160.1M | ||
| Q2 25 | $124.5M | $136.6M | ||
| Q1 25 | $71.6M | $112.9M | ||
| Q4 24 | $83.8M | $121.6M | ||
| Q3 24 | $78.6M | $105.6M | ||
| Q2 24 | $72.9M | $73.0M |
总债务MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | $570.7M | — | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $482.1M | — | ||
| Q1 25 | $296.7M | — | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $359.1M | — | ||
| Q2 24 | $405.7M | — |
股东权益MODSKWD
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.1B | $961.4M | ||
| Q2 25 | $1.0B | $899.9M | ||
| Q1 25 | $910.2M | $850.7M | ||
| Q4 24 | $855.1M | $794.0M | ||
| Q3 24 | $858.8M | $797.5M | ||
| Q2 24 | $788.4M | $723.6M |
总资产MODSKWD
| Q1 26 | — | $6.5B | ||
| Q4 25 | $2.5B | $4.8B | ||
| Q3 25 | $2.4B | $4.6B | ||
| Q2 25 | $2.2B | $4.3B | ||
| Q1 25 | $1.9B | $4.0B | ||
| Q4 24 | $1.8B | $3.7B | ||
| Q3 24 | $1.9B | $3.6B | ||
| Q2 24 | $1.9B | $3.4B |
负债/权益比MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | 0.51× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.39× | — | ||
| Q3 24 | 0.42× | — | ||
| Q2 24 | 0.51× | — |
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 | $24.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-17.1M | — |
| 自由现金流率自由现金流/营收 | -2.1% | — |
| 资本支出强度资本支出/营收 | 5.2% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-20.3M | — |
8季度趋势，按日历期对齐
经营现金流MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | $24.7M | $408.1M | ||
| Q3 25 | $1.4M | $171.4M | ||
| Q2 25 | $27.7M | $88.2M | ||
| Q1 25 | $54.8M | $96.8M | ||
| Q4 24 | $60.7M | $305.1M | ||
| Q3 24 | $57.3M | $168.0M | ||
| Q2 24 | $40.5M | $21.0M |
自由现金流MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | $-17.1M | $402.6M | ||
| Q3 25 | $-30.5M | $168.9M | ||
| Q2 25 | $200.0K | $87.1M | ||
| Q1 25 | $27.1M | $96.6M | ||
| Q4 24 | $44.7M | $300.9M | ||
| Q3 24 | $43.8M | $167.6M | ||
| Q2 24 | $13.7M | $18.4M |
自由现金流率MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | -2.1% | 104.4% | ||
| Q3 25 | -4.1% | 44.2% | ||
| Q2 25 | 0.0% | 27.2% | ||
| Q1 25 | 4.2% | 29.4% | ||
| Q4 24 | 7.2% | 98.8% | ||
| Q3 24 | 6.7% | 55.7% | ||
| Q2 24 | 2.1% | 6.6% |
资本支出强度MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | 1.4% | ||
| Q3 25 | 4.3% | 0.6% | ||
| Q2 25 | 4.0% | 0.3% | ||
| Q1 25 | 4.3% | 0.1% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | 2.1% | 0.1% | ||
| Q2 24 | 4.1% | 0.9% |
现金转化率MODSKWD
| Q1 26 | — | — | ||
| Q4 25 | — | 9.44× | ||
| Q3 25 | 0.03× | 3.73× | ||
| Q2 25 | 0.54× | 2.27× | ||
| Q1 25 | 1.10× | 2.30× | ||
| Q4 24 | 1.48× | 21.18× | ||
| Q3 24 | 1.24× | 4.58× | ||
| Q2 24 | 0.86× | 0.68× |
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
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
SKWD
暂无分部数据
