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诺信（NDSN）与NEW JERSEY RESOURCES CORP（NJR）财务数据对比。点击上方公司名可切换其他公司
诺信的季度营收约是NEW JERSEY RESOURCES CORP的1.7倍（$751.8M vs $440.9M），NEW JERSEY RESOURCES CORP净利率更高（27.8% vs 20.2%，领先7.6%），NEW JERSEY RESOURCES CORP同比增速更快（22.8% vs 1.0%），过去两年诺信的营收复合增速更高（9.0% vs 0.9%）
诺信（Nordson Corporation）是总部位于美国的跨国企业，专业设计生产民用及工业场景使用的胶粘剂、密封剂、涂料喷涂设备，同时生产电子元器件检测设备、固化及表面处理技术系统，还布局了医疗设备与组件技术相关业务。
新泽西资源公司是总部位于美国新泽西州沃尔镇的能源服务控股企业，位列财富1000强及福布斯白金400强，核心子公司为新泽西天然气公司，主要围绕能源领域开展相关业务运营。
NDSN vs NJR — 直观对比
营收规模更大
NDSN
是对方的1.7倍
$440.9M
营收增速更快
NJR
高出21.8%
1.0%
净利率更高
NJR
高出7.6%
20.2%
两年增速更快
NDSN
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $751.8M | $440.9M |
| 净利润 | $151.6M | $122.5M |
| 毛利率 | 56.3% | — |
| 营业利润率 | 28.5% | 40.6% |
| 净利率 | 20.2% | 27.8% |
| 营收同比 | 1.0% | 22.8% |
| 净利润同比 | 24.1% | -6.7% |
| 每股收益（稀释后） | $2.67 | $1.21 |
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NDSNNJR
| Q4 25 | $751.8M | $440.9M | ||
| Q3 25 | $741.5M | $188.3M | ||
| Q2 25 | $682.9M | $234.8M | ||
| Q1 25 | $615.4M | $569.2M | ||
| Q4 24 | $744.5M | $359.0M | ||
| Q3 24 | $661.6M | $265.7M | ||
| Q2 24 | $650.6M | $209.9M | ||
| Q1 24 | $633.2M | $433.2M |
净利润NDSNNJR
| Q4 25 | $151.6M | $122.5M | ||
| Q3 25 | $125.8M | $15.1M | ||
| Q2 25 | $112.4M | $-15.1M | ||
| Q1 25 | $94.7M | $204.3M | ||
| Q4 24 | $122.2M | $131.3M | ||
| Q3 24 | $117.3M | $91.1M | ||
| Q2 24 | $118.2M | $-11.6M | ||
| Q1 24 | $109.6M | $120.8M |
毛利率NDSNNJR
| Q4 25 | 56.3% | — | ||
| Q3 25 | 54.8% | — | ||
| Q2 25 | 54.7% | — | ||
| Q1 25 | 54.6% | — | ||
| Q4 24 | 54.1% | — | ||
| Q3 24 | 55.8% | — | ||
| Q2 24 | 56.2% | — | ||
| Q1 24 | 55.0% | — |
营业利润率NDSNNJR
| Q4 25 | 28.5% | 40.6% | ||
| Q3 25 | 25.3% | 21.5% | ||
| Q2 25 | 24.7% | -0.5% | ||
| Q1 25 | 22.9% | 49.2% | ||
| Q4 24 | 24.0% | 52.8% | ||
| Q3 24 | 25.3% | 55.0% | ||
| Q2 24 | 25.9% | 2.8% | ||
| Q1 24 | 25.2% | 39.3% |
净利率NDSNNJR
| Q4 25 | 20.2% | 27.8% | ||
| Q3 25 | 17.0% | 8.0% | ||
| Q2 25 | 16.5% | -6.4% | ||
| Q1 25 | 15.4% | 35.9% | ||
| Q4 24 | 16.4% | 36.6% | ||
| Q3 24 | 17.7% | 34.3% | ||
| Q2 24 | 18.2% | -5.5% | ||
| Q1 24 | 17.3% | 27.9% |
每股收益（稀释后）NDSNNJR
| Q4 25 | $2.67 | $1.21 | ||
| Q3 25 | $2.22 | $0.15 | ||
| Q2 25 | $1.97 | $-0.15 | ||
| Q1 25 | $1.65 | $2.02 | ||
| Q4 24 | $2.12 | $1.31 | ||
| Q3 24 | $2.04 | $0.91 | ||
| Q2 24 | $2.05 | $-0.12 | ||
| Q1 24 | $1.90 | $1.22 |
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 | $108.4M | $2.4M |
| 总债务越低越好 | $2.0B | $3.3B |
| 股东权益账面价值 | $3.0B | $2.5B |
| 总资产 | $5.9B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.66× | 1.32× |
8季度趋势，按日历期对齐
现金及短期投资NDSNNJR
| Q4 25 | $108.4M | $2.4M | ||
| Q3 25 | $147.8M | $591.0K | ||
| Q2 25 | $130.2M | $931.0K | ||
| Q1 25 | $130.4M | $83.7M | ||
| Q4 24 | $116.0M | $1.9M | ||
| Q3 24 | $165.3M | $1.0M | ||
| Q2 24 | $125.4M | $22.4M | ||
| Q1 24 | $136.2M | $5.0M |
总债务NDSNNJR
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $2.1B | $3.3B | ||
| Q2 25 | $2.2B | $3.0B | ||
| Q1 25 | $2.2B | $3.0B | ||
| Q4 24 | $2.2B | $3.0B | ||
| Q3 24 | $1.5B | $2.9B | ||
| Q2 24 | $1.5B | $2.8B | ||
| Q1 24 | $1.6B | $2.7B |
股东权益NDSNNJR
| Q4 25 | $3.0B | $2.5B | ||
| Q3 25 | $3.0B | $2.4B | ||
| Q2 25 | $3.0B | $2.4B | ||
| Q1 25 | $2.9B | $2.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $2.9B | $2.2B | ||
| Q2 24 | $2.8B | $2.1B | ||
| Q1 24 | $2.7B | $2.2B |
总资产NDSNNJR
| Q4 25 | $5.9B | $7.9B | ||
| Q3 25 | $6.0B | $7.6B | ||
| Q2 25 | $6.1B | $7.3B | ||
| Q1 25 | $5.9B | $7.3B | ||
| Q4 24 | $6.0B | $7.2B | ||
| Q3 24 | $5.2B | $7.0B | ||
| Q2 24 | $5.2B | $6.8B | ||
| Q1 24 | $5.2B | $6.6B |
负债/权益比NDSNNJR
| Q4 25 | 0.66× | 1.32× | ||
| Q3 25 | 0.71× | 1.36× | ||
| Q2 25 | 0.74× | 1.25× | ||
| Q1 25 | 0.75× | 1.20× | ||
| Q4 24 | 0.75× | 1.29× | ||
| Q3 24 | 0.52× | 1.31× | ||
| Q2 24 | 0.55× | 1.30× | ||
| Q1 24 | 0.60× | 1.25× |
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 | $202.9M | $26.7M |
| 自由现金流经营现金流 - 资本支出 | $193.9M | — |
| 自由现金流率自由现金流/营收 | 25.8% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 1.34× | 0.22× |
| 过去12个月自由现金流最近4个季度 | $661.1M | — |
8季度趋势，按日历期对齐
经营现金流NDSNNJR
| Q4 25 | $202.9M | $26.7M | ||
| Q3 25 | $238.0M | $81.2M | ||
| Q2 25 | $119.2M | $-28.9M | ||
| Q1 25 | $159.1M | $423.0M | ||
| Q4 24 | $96.4M | $-9.0M | ||
| Q3 24 | $164.8M | $64.5M | ||
| Q2 24 | $122.6M | $24.3M | ||
| Q1 24 | $172.4M | $292.2M |
自由现金流NDSNNJR
| Q4 25 | $193.9M | — | ||
| Q3 25 | $226.4M | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | $137.7M | — | ||
| Q4 24 | $75.8M | — | ||
| Q3 24 | $143.0M | — | ||
| Q2 24 | $108.2M | — | ||
| Q1 24 | $164.8M | — |
自由现金流率NDSNNJR
| Q4 25 | 25.8% | — | ||
| Q3 25 | 30.5% | — | ||
| Q2 25 | 15.1% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | 21.6% | — | ||
| Q2 24 | 16.6% | — | ||
| Q1 24 | 26.0% | — |
资本支出强度NDSNNJR
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 1.2% | — |
现金转化率NDSNNJR
| Q4 25 | 1.34× | 0.22× | ||
| Q3 25 | 1.89× | 5.39× | ||
| Q2 25 | 1.06× | — | ||
| Q1 25 | 1.68× | 2.07× | ||
| Q4 24 | 0.79× | -0.07× | ||
| Q3 24 | 1.41× | 0.71× | ||
| Q2 24 | 1.04× | — | ||
| Q1 24 | 1.57× | 2.42× |
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
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
NJR
| Residential | $284.1M | 64% |
| Commercialand Industrial | $53.4M | 12% |
| Firm Transportation | $34.7M | 8% |
| Storage And Transportation ST Segment | $28.1M | 6% |
| Home Services And Other HSO | $16.0M | 4% |
| Energy Services ES Segment | $12.8M | 3% |
| Installationand Maintenance | $6.6M | 1% |
| Electricity | $5.6M | 1% |
| Renewable Energy Certificates | $3.7M | 1% |
| Interruptibleand Offtariff | $2.4M | 1% |
