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MARZETTI CO（MZTI）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
STEWART INFORMATION SERVICES CORP的季度营收约是MARZETTI CO的1.5倍（$764.6M vs $518.0M），MARZETTI CO净利率更高（11.4% vs 2.2%，领先9.2%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 1.7%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% vs 4.8%）
T.马泽蒂公司是兰开斯特殖民地集团旗下的特色食品事业部，生产沙拉酱、果蔬蘸酱、冷冻烘焙食品及多款特色品牌产品，是俄亥俄州中部规模最大的食品饮料企业之一，总部位于俄亥俄州韦斯特维尔，由特蕾莎·马泽蒂创立。
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。
MZTI vs STC — 直观对比
营收规模更大
STC
是对方的1.5倍
$518.0M
营收增速更快
STC
高出26.0%
1.7%
净利率更高
MZTI
高出9.2%
2.2%
两年增速更快
STC
近两年复合增速
4.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $518.0M | $764.6M |
| 净利润 | $59.1M | $17.0M |
| 毛利率 | 26.5% | — |
| 营业利润率 | 14.5% | — |
| 净利率 | 11.4% | 2.2% |
| 营收同比 | 1.7% | 27.7% |
| 净利润同比 | 20.6% | 448.4% |
| 每股收益（稀释后） | $2.15 | — |
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MZTISTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $518.0M | $790.6M | ||
| Q3 25 | $493.5M | $796.9M | ||
| Q2 25 | $475.4M | $722.2M | ||
| Q1 25 | $457.8M | $612.0M | ||
| Q4 24 | $509.3M | $665.9M | ||
| Q3 24 | $466.6M | $667.9M | ||
| Q2 24 | $452.8M | $602.2M |
净利润MZTISTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $59.1M | $36.3M | ||
| Q3 25 | $47.2M | $44.3M | ||
| Q2 25 | $32.5M | $31.9M | ||
| Q1 25 | $41.1M | $3.1M | ||
| Q4 24 | $49.0M | $22.7M | ||
| Q3 24 | $44.7M | $30.1M | ||
| Q2 24 | $34.8M | $17.3M |
毛利率MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | 26.5% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.3% | — | ||
| Q1 25 | 23.1% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | 21.6% | — |
营业利润率MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 6.5% | ||
| Q3 25 | 12.0% | 7.7% | ||
| Q2 25 | 8.2% | 6.5% | ||
| Q1 25 | 10.9% | 1.0% | ||
| Q4 24 | 14.9% | 5.3% | ||
| Q3 24 | 12.0% | 6.4% | ||
| Q2 24 | 9.2% | 4.8% |
净利率MZTISTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 11.4% | 4.6% | ||
| Q3 25 | 9.6% | 5.6% | ||
| Q2 25 | 6.8% | 4.4% | ||
| Q1 25 | 9.0% | 0.5% | ||
| Q4 24 | 9.6% | 3.4% | ||
| Q3 24 | 9.6% | 4.5% | ||
| Q2 24 | 7.7% | 2.9% |
每股收益（稀释后）MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | $2.15 | $1.26 | ||
| Q3 25 | $1.71 | $1.55 | ||
| Q2 25 | $1.18 | $1.13 | ||
| Q1 25 | $1.49 | $0.11 | ||
| Q4 24 | $1.78 | $0.81 | ||
| Q3 24 | $1.62 | $1.07 | ||
| Q2 24 | $1.27 | $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 | $201.6M | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.0B | — |
| 总资产 | $1.3B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MZTISTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $201.6M | $369.7M | ||
| Q3 25 | $182.2M | $233.2M | ||
| Q2 25 | $161.5M | $223.8M | ||
| Q1 25 | $124.6M | $194.2M | ||
| Q4 24 | $203.1M | $257.5M | ||
| Q3 24 | $135.1M | $228.7M | ||
| Q2 24 | $163.4M | $176.7M |
总债务MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $998.5M | $1.4B | ||
| Q1 25 | $996.2M | $1.4B | ||
| Q4 24 | $979.9M | $1.4B | ||
| Q3 24 | $945.1M | $1.4B | ||
| Q2 24 | $925.8M | $1.4B |
总资产MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.3B | $2.8B | ||
| Q2 25 | $1.3B | $2.8B | ||
| Q1 25 | $1.3B | $2.7B | ||
| Q4 24 | $1.2B | $2.7B | ||
| Q3 24 | $1.2B | $2.7B | ||
| Q2 24 | $1.2B | $2.6B |
负债/权益比MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $88.6M | — |
| 自由现金流经营现金流 - 资本支出 | $70.9M | — |
| 自由现金流率自由现金流/营收 | 13.7% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $229.5M | — |
8季度趋势，按日历期对齐
经营现金流MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | $88.6M | $89.5M | ||
| Q3 25 | $69.5M | $92.6M | ||
| Q2 25 | $88.2M | $53.4M | ||
| Q1 25 | $45.8M | $-29.9M | ||
| Q4 24 | $107.6M | $68.0M | ||
| Q3 24 | $19.9M | $76.1M | ||
| Q2 24 | $34.1M | $21.1M |
自由现金流MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | $70.9M | $62.3M | ||
| Q3 25 | $53.9M | $73.6M | ||
| Q2 25 | $73.9M | $38.7M | ||
| Q1 25 | $30.8M | $-42.2M | ||
| Q4 24 | $96.6M | $55.6M | ||
| Q3 24 | $2.3M | $67.4M | ||
| Q2 24 | $18.5M | $11.9M |
自由现金流率MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | 13.7% | 7.9% | ||
| Q3 25 | 10.9% | 9.2% | ||
| Q2 25 | 15.5% | 5.4% | ||
| Q1 25 | 6.7% | -6.9% | ||
| Q4 24 | 19.0% | 8.4% | ||
| Q3 24 | 0.5% | 10.1% | ||
| Q2 24 | 4.1% | 2.0% |
资本支出强度MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | 3.4% | ||
| Q3 25 | 3.2% | 2.4% | ||
| Q2 25 | 3.0% | 2.0% | ||
| Q1 25 | 3.3% | 2.0% | ||
| Q4 24 | 2.2% | 1.9% | ||
| Q3 24 | 3.8% | 1.3% | ||
| Q2 24 | 3.4% | 1.5% |
现金转化率MZTISTC
| Q1 26 | — | — | ||
| Q4 25 | 1.50× | 2.47× | ||
| Q3 25 | 1.47× | 2.09× | ||
| Q2 25 | 2.71× | 1.67× | ||
| Q1 25 | 1.11× | -9.73× | ||
| Q4 24 | 2.20× | 2.99× | ||
| Q3 24 | 0.45× | 2.53× | ||
| Q2 24 | 0.98× | 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
MZTI
| National Accounts | $177.4M | 34% |
| Dressings And Sauces | $169.5M | 33% |
| Frozen Breads And Other | $62.7M | 12% |
| Branded And Other | $54.8M | 11% |
| Refrigerated Dressings Dips And Other | $46.2M | 9% |
| Other Dressings And Sauces For TSA | $8.2M | 2% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
