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摩丁制造（MOD）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.1倍（$805.0M vs $764.6M），STEWART INFORMATION SERVICES CORP净利率更高（2.2% vs -5.9%，领先8.1%），摩丁制造同比增速更快（30.5% vs 27.7%），过去两年摩丁制造的营收复合增速更高（15.5% vs 12.7%）
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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
MOD vs STC — 直观对比
营收规模更大
MOD
是对方的1.1倍
$764.6M
营收增速更快
MOD
高出2.8%
27.7%
净利率更高
STC
高出8.1%
-5.9%
两年增速更快
MOD
近两年复合增速
12.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $805.0M | $764.6M |
| 净利润 | $-47.4M | $17.0M |
| 毛利率 | 23.1% | — |
| 营业利润率 | 11.1% | — |
| 净利率 | -5.9% | 2.2% |
| 营收同比 | 30.5% | 27.7% |
| 净利润同比 | -215.6% | 448.4% |
| 每股收益（稀释后） | $-0.90 | — |
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MODSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $805.0M | $790.6M | ||
| Q3 25 | $738.9M | $796.9M | ||
| Q2 25 | $682.8M | $722.2M | ||
| Q1 25 | $647.2M | $612.0M | ||
| Q4 24 | $616.8M | $665.9M | ||
| Q3 24 | $658.0M | $667.9M | ||
| Q2 24 | $661.5M | $602.2M |
净利润MODSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $-47.4M | $36.3M | ||
| Q3 25 | $44.4M | $44.3M | ||
| Q2 25 | $51.2M | $31.9M | ||
| Q1 25 | $49.6M | $3.1M | ||
| Q4 24 | $41.0M | $22.7M | ||
| Q3 24 | $46.1M | $30.1M | ||
| Q2 24 | $47.3M | $17.3M |
毛利率MODSTC
| 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MODSTC
| Q1 26 | — | — | ||
| Q4 25 | 11.1% | 6.5% | ||
| Q3 25 | 9.9% | 7.7% | ||
| Q2 25 | 11.1% | 6.5% | ||
| Q1 25 | 11.5% | 1.0% | ||
| Q4 24 | 9.6% | 5.3% | ||
| Q3 24 | 11.4% | 6.4% | ||
| Q2 24 | 11.2% | 4.8% |
净利率MODSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | -5.9% | 4.6% | ||
| Q3 25 | 6.0% | 5.6% | ||
| Q2 25 | 7.5% | 4.4% | ||
| Q1 25 | 7.7% | 0.5% | ||
| Q4 24 | 6.6% | 3.4% | ||
| Q3 24 | 7.0% | 4.5% | ||
| Q2 24 | 7.2% | 2.9% |
每股收益（稀释后）MODSTC
| Q1 26 | — | — | ||
| Q4 25 | $-0.90 | $1.26 | ||
| Q3 25 | $0.83 | $1.55 | ||
| Q2 25 | $0.95 | $1.13 | ||
| Q1 25 | $0.92 | $0.11 | ||
| Q4 24 | $0.76 | $0.81 | ||
| Q3 24 | $0.86 | $1.07 | ||
| Q2 24 | $0.88 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $570.7M | — |
| 股东权益账面价值 | $1.1B | — |
| 总资产 | $2.5B | — |
| 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MODSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $98.7M | $369.7M | ||
| Q3 25 | $83.8M | $233.2M | ||
| Q2 25 | $124.5M | $223.8M | ||
| Q1 25 | $71.6M | $194.2M | ||
| Q4 24 | $83.8M | $257.5M | ||
| Q3 24 | $78.6M | $228.7M | ||
| Q2 24 | $72.9M | $176.7M |
总债务MODSTC
| Q1 26 | — | — | ||
| Q4 25 | $570.7M | — | ||
| Q3 25 | $525.8M | — | ||
| Q2 25 | $482.1M | — | ||
| Q1 25 | $296.7M | — | ||
| Q4 24 | $330.0M | $445.8M | ||
| Q3 24 | $359.1M | — | ||
| Q2 24 | $405.7M | — |
股东权益MODSTC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $910.2M | $1.4B | ||
| Q4 24 | $855.1M | $1.4B | ||
| Q3 24 | $858.8M | $1.4B | ||
| Q2 24 | $788.4M | $1.4B |
总资产MODSTC
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $3.3B | ||
| Q3 25 | $2.4B | $2.8B | ||
| Q2 25 | $2.2B | $2.8B | ||
| Q1 25 | $1.9B | $2.7B | ||
| Q4 24 | $1.8B | $2.7B | ||
| Q3 24 | $1.9B | $2.7B | ||
| Q2 24 | $1.9B | $2.6B |
负债/权益比MODSTC
| Q1 26 | — | — | ||
| Q4 25 | 0.51× | — | ||
| Q3 25 | 0.50× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | 0.33× | — | ||
| Q4 24 | 0.39× | 0.32× | ||
| 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MODSTC
| Q1 26 | — | — | ||
| Q4 25 | $24.7M | $89.5M | ||
| Q3 25 | $1.4M | $92.6M | ||
| Q2 25 | $27.7M | $53.4M | ||
| Q1 25 | $54.8M | $-29.9M | ||
| Q4 24 | $60.7M | $68.0M | ||
| Q3 24 | $57.3M | $76.1M | ||
| Q2 24 | $40.5M | $21.1M |
自由现金流MODSTC
| Q1 26 | — | — | ||
| Q4 25 | $-17.1M | $62.3M | ||
| Q3 25 | $-30.5M | $73.6M | ||
| Q2 25 | $200.0K | $38.7M | ||
| Q1 25 | $27.1M | $-42.2M | ||
| Q4 24 | $44.7M | $55.6M | ||
| Q3 24 | $43.8M | $67.4M | ||
| Q2 24 | $13.7M | $11.9M |
自由现金流率MODSTC
| Q1 26 | — | — | ||
| Q4 25 | -2.1% | 7.9% | ||
| Q3 25 | -4.1% | 9.2% | ||
| Q2 25 | 0.0% | 5.4% | ||
| Q1 25 | 4.2% | -6.9% | ||
| Q4 24 | 7.2% | 8.4% | ||
| Q3 24 | 6.7% | 10.1% | ||
| Q2 24 | 2.1% | 2.0% |
资本支出强度MODSTC
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | 3.4% | ||
| Q3 25 | 4.3% | 2.4% | ||
| Q2 25 | 4.0% | 2.0% | ||
| Q1 25 | 4.3% | 2.0% | ||
| Q4 24 | 2.6% | 1.9% | ||
| Q3 24 | 2.1% | 1.3% | ||
| Q2 24 | 4.1% | 1.5% |
现金转化率MODSTC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.47× | ||
| Q3 25 | 0.03× | 2.09× | ||
| Q2 25 | 0.54× | 1.67× | ||
| Q1 25 | 1.10× | -9.73× | ||
| Q4 24 | 1.48× | 2.99× | ||
| Q3 24 | 1.24× | 2.53× | ||
| Q2 24 | 0.86× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
