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丰田北美（MPAA）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.的季度营收约是丰田北美的2.3倍（$385.1M vs $167.7M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs 1.1%，领先1.0%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -9.9%），丰田北美自由现金流更多（$-8.6M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs -5.9%）
丰田北美（TMNA）是丰田汽车旗下负责加拿大、墨西哥及美国全境业务的运营子公司，业务范围覆盖研发、生产制造、销售营销、售后及企业管理等板块，相关核心业务由TMNA统筹，部分板块由其他子公司及控股企业负责执行，公司总部位于得克萨斯州普莱诺，在肯塔基州乔治敦等多地设有分支机构。
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。
MPAA vs SMP — 直观对比
营收规模更大
SMP
是对方的2.3倍
$167.7M
营收增速更快
SMP
高出22.1%
-9.9%
净利率更高
SMP
高出1.0%
1.1%
自由现金流更多
MPAA
多$29.0M
$-37.6M
两年增速更快
SMP
近两年复合增速
-5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $167.7M | $385.1M |
| 净利润 | $1.8M | $7.9M |
| 毛利率 | 19.6% | 31.7% |
| 营业利润率 | 5.0% | 5.6% |
| 净利率 | 1.1% | 2.0% |
| 营收同比 | -9.9% | 12.2% |
| 净利润同比 | -22.4% | 457.9% |
| 每股收益（稀释后） | $0.09 | $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MPAASMP
| Q4 25 | $167.7M | $385.1M | ||
| Q3 25 | $221.5M | $498.8M | ||
| Q2 25 | $188.4M | $493.9M | ||
| Q1 25 | $193.1M | $413.4M | ||
| Q4 24 | $186.2M | $343.4M | ||
| Q3 24 | $208.2M | $399.3M | ||
| Q2 24 | $169.9M | $389.8M | ||
| Q1 24 | $189.5M | $331.4M |
净利润MPAASMP
| Q4 25 | $1.8M | $7.9M | ||
| Q3 25 | $-2.1M | $-4.3M | ||
| Q2 25 | $3.0M | $25.2M | ||
| Q1 25 | $-722.0K | $12.6M | ||
| Q4 24 | $2.3M | $-2.2M | ||
| Q3 24 | $-3.0M | $3.8M | ||
| Q2 24 | $-18.1M | $17.1M | ||
| Q1 24 | $1.3M | $8.8M |
毛利率MPAASMP
| Q4 25 | 19.6% | 31.7% | ||
| Q3 25 | 19.3% | 32.4% | ||
| Q2 25 | 18.0% | 30.6% | ||
| Q1 25 | 19.9% | 30.2% | ||
| Q4 24 | 24.1% | 29.4% | ||
| Q3 24 | 19.8% | 30.4% | ||
| Q2 24 | 17.2% | 28.6% | ||
| Q1 24 | 18.4% | 27.0% |
营业利润率MPAASMP
| Q4 25 | 5.0% | 5.6% | ||
| Q3 25 | 7.4% | 9.5% | ||
| Q2 25 | 10.7% | 8.7% | ||
| Q1 25 | 8.4% | 5.9% | ||
| Q4 24 | 9.4% | 1.1% | ||
| Q3 24 | 6.0% | 9.3% | ||
| Q2 24 | -3.8% | 6.4% | ||
| Q1 24 | 6.4% | 4.4% |
净利率MPAASMP
| Q4 25 | 1.1% | 2.0% | ||
| Q3 25 | -1.0% | -0.9% | ||
| Q2 25 | 1.6% | 5.1% | ||
| Q1 25 | -0.4% | 3.0% | ||
| Q4 24 | 1.2% | -0.6% | ||
| Q3 24 | -1.4% | 1.0% | ||
| Q2 24 | -10.6% | 4.4% | ||
| Q1 24 | 0.7% | 2.7% |
每股收益（稀释后）MPAASMP
| Q4 25 | $0.09 | $0.34 | ||
| Q3 25 | $-0.11 | $-0.19 | ||
| Q2 25 | $0.15 | $1.13 | ||
| Q1 25 | $-0.03 | $0.56 | ||
| Q4 24 | $0.11 | $-0.09 | ||
| Q3 24 | $-0.15 | $0.17 | ||
| Q2 24 | $-0.92 | $0.77 | ||
| Q1 24 | $0.06 | $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 | $19.6M | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $258.5M | $683.7M |
| 总资产 | $991.3M | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资MPAASMP
| Q4 25 | $19.6M | — | ||
| Q3 25 | $17.7M | $87.2M | ||
| Q2 25 | $14.5M | $58.8M | ||
| Q1 25 | $11.3M | $50.3M | ||
| Q4 24 | $12.7M | $44.4M | ||
| Q3 24 | $12.3M | $26.3M | ||
| Q2 24 | $9.4M | $26.2M | ||
| Q1 24 | $15.8M | $27.1M |
总债务MPAASMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | — | $214.9M |
股东权益MPAASMP
| Q4 25 | $258.5M | $683.7M | ||
| Q3 25 | $258.5M | $677.4M | ||
| Q2 25 | $260.1M | $688.6M | ||
| Q1 25 | $257.7M | $638.0M | ||
| Q4 24 | $262.7M | $615.7M | ||
| Q3 24 | $264.0M | $638.8M | ||
| Q2 24 | $267.2M | $640.0M | ||
| Q1 24 | $285.1M | $639.1M |
总资产MPAASMP
| Q4 25 | $991.3M | $2.0B | ||
| Q3 25 | $990.0M | $2.0B | ||
| Q2 25 | $973.4M | $2.0B | ||
| Q1 25 | $957.6M | $1.9B | ||
| Q4 24 | $949.5M | $1.8B | ||
| Q3 24 | $986.2M | $1.4B | ||
| Q2 24 | $978.0M | $1.4B | ||
| Q1 24 | $1.0B | $1.4B |
负债/权益比MPAASMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 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 | $-8.2M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $-8.6M | $-37.6M |
| 自由现金流率自由现金流/营收 | -5.2% | -9.8% |
| 资本支出强度资本支出/营收 | 0.2% | 2.4% |
| 现金转化率经营现金流/净利润 | -4.63× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $27.7M | $18.7M |
8季度趋势，按日历期对齐
经营现金流MPAASMP
| Q4 25 | $-8.2M | $-28.2M | ||
| Q3 25 | $21.9M | $91.6M | ||
| Q2 25 | $10.0M | $54.3M | ||
| Q1 25 | $9.1M | $-60.2M | ||
| Q4 24 | $34.4M | $-1.5M | ||
| Q3 24 | $22.9M | $88.3M | ||
| Q2 24 | $-20.8M | $35.6M | ||
| Q1 24 | $-9.3M | $-45.7M |
自由现金流MPAASMP
| Q4 25 | $-8.6M | $-37.6M | ||
| Q3 25 | $20.8M | $81.5M | ||
| Q2 25 | $9.2M | $44.2M | ||
| Q1 25 | $6.2M | $-69.4M | ||
| Q4 24 | $33.7M | $-11.4M | ||
| Q3 24 | $22.3M | $77.1M | ||
| Q2 24 | $-21.3M | $22.7M | ||
| Q1 24 | $-9.8M | $-55.8M |
自由现金流率MPAASMP
| Q4 25 | -5.2% | -9.8% | ||
| Q3 25 | 9.4% | 16.3% | ||
| Q2 25 | 4.9% | 8.9% | ||
| Q1 25 | 3.2% | -16.8% | ||
| Q4 24 | 18.1% | -3.3% | ||
| Q3 24 | 10.7% | 19.3% | ||
| Q2 24 | -12.6% | 5.8% | ||
| Q1 24 | -5.2% | -16.8% |
资本支出强度MPAASMP
| Q4 25 | 0.2% | 2.4% | ||
| Q3 25 | 0.5% | 2.0% | ||
| Q2 25 | 0.4% | 2.1% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 0.4% | 2.9% | ||
| Q3 24 | 0.3% | 2.8% | ||
| Q2 24 | 0.3% | 3.3% | ||
| Q1 24 | 0.3% | 3.0% |
现金转化率MPAASMP
| Q4 25 | -4.63× | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.30× | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | 15.00× | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | -6.93× | -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
MPAA
| Reportable Segment Aggregation Before Other Operating Segment | $156.3M | 93% |
| Other | $11.4M | 7% |
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% |
