vs
诺信(NDSN)与赛莱默(XYL)财务数据对比。点击上方公司名可切换其他公司
赛莱默的季度营收约是诺信的3.2倍($2.4B vs $751.8M)。诺信净利率更高(20.2% vs 14.0%,领先6.2%)。赛莱默同比增速更快(6.3% vs 1.0%)。赛莱默自由现金流更多($460.0M vs $193.9M)。过去两年诺信的营收复合增速更高(9.0% vs 8.6%)
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。
该文本为植物学对木质部的定义说明,并非赛莱默公司(Xylem Inc.)的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业,提供水务基础设施、水环境治理等相关设备与服务。
NDSN vs XYL — 直观对比
营收规模更大
XYL
是对方的3.2倍
$751.8M
营收增速更快
XYL
高出5.3%
1.0%
净利率更高
NDSN
高出6.2%
14.0%
自由现金流更多
XYL
多$266.1M
$193.9M
两年增速更快
NDSN
近两年复合增速
8.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $751.8M | $2.4B |
| 净利润 | $151.6M | $335.0M |
| 毛利率 | 56.3% | 38.9% |
| 营业利润率 | 28.5% | 14.7% |
| 净利率 | 20.2% | 14.0% |
| 营收同比 | 1.0% | 6.3% |
| 净利润同比 | 24.1% | 2.8% |
| 每股收益(稀释后) | $2.67 | $1.37 |
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
NDSN
XYL
| Q4 25 | $751.8M | $2.4B | ||
| Q3 25 | $741.5M | $2.3B | ||
| Q2 25 | $682.9M | $2.3B | ||
| Q1 25 | $615.4M | $2.1B | ||
| Q4 24 | $744.5M | $2.3B | ||
| Q3 24 | $661.6M | $2.1B | ||
| Q2 24 | $650.6M | $2.2B | ||
| Q1 24 | $633.2M | $2.0B |
净利润
NDSN
XYL
| Q4 25 | $151.6M | $335.0M | ||
| Q3 25 | $125.8M | $227.0M | ||
| Q2 25 | $112.4M | $226.0M | ||
| Q1 25 | $94.7M | $169.0M | ||
| Q4 24 | $122.2M | $326.0M | ||
| Q3 24 | $117.3M | $217.0M | ||
| Q2 24 | $118.2M | $194.0M | ||
| Q1 24 | $109.6M | $153.0M |
毛利率
NDSN
XYL
| Q4 25 | 56.3% | 38.9% | ||
| Q3 25 | 54.8% | 38.9% | ||
| Q2 25 | 54.7% | 38.8% | ||
| Q1 25 | 54.6% | 37.1% | ||
| Q4 24 | 54.1% | 38.0% | ||
| Q3 24 | 55.8% | 37.3% | ||
| Q2 24 | 56.2% | 37.8% | ||
| Q1 24 | 55.0% | 37.0% |
营业利润率
NDSN
XYL
| Q4 25 | 28.5% | 14.7% | ||
| Q3 25 | 25.3% | 14.7% | ||
| Q2 25 | 24.7% | 13.3% | ||
| Q1 25 | 22.9% | 11.2% | ||
| Q4 24 | 24.0% | 11.8% | ||
| Q3 24 | 25.3% | 13.3% | ||
| Q2 24 | 25.9% | 11.7% | ||
| Q1 24 | 25.2% | 10.3% |
净利率
NDSN
XYL
| Q4 25 | 20.2% | 14.0% | ||
| Q3 25 | 17.0% | 10.0% | ||
| Q2 25 | 16.5% | 9.8% | ||
| Q1 25 | 15.4% | 8.2% | ||
| Q4 24 | 16.4% | 14.5% | ||
| Q3 24 | 17.7% | 10.3% | ||
| Q2 24 | 18.2% | 8.9% | ||
| Q1 24 | 17.3% | 7.5% |
每股收益(稀释后)
NDSN
XYL
| Q4 25 | $2.67 | $1.37 | ||
| Q3 25 | $2.22 | $0.93 | ||
| Q2 25 | $1.97 | $0.93 | ||
| Q1 25 | $1.65 | $0.69 | ||
| Q4 24 | $2.12 | $1.33 | ||
| Q3 24 | $2.04 | $0.89 | ||
| Q2 24 | $2.05 | $0.80 | ||
| Q1 24 | $1.90 | $0.63 |
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 | $1.5B |
| 总债务越低越好 | $2.0B | $2.0B |
| 股东权益账面价值 | $3.0B | $11.5B |
| 总资产 | $5.9B | $17.6B |
| 负债/权益比越低杠杆越低 | 0.66× | 0.17× |
8季度趋势,按日历期对齐
现金及短期投资
NDSN
XYL
| Q4 25 | $108.4M | $1.5B | ||
| Q3 25 | $147.8M | $1.2B | ||
| Q2 25 | $130.2M | $1.2B | ||
| Q1 25 | $130.4M | $1.1B | ||
| Q4 24 | $116.0M | $1.1B | ||
| Q3 24 | $165.3M | $989.0M | ||
| Q2 24 | $125.4M | $815.0M | ||
| Q1 24 | $136.2M | $947.0M |
总债务
NDSN
XYL
| Q4 25 | $2.0B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | $2.2B | $2.0B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | — |
股东权益
NDSN
XYL
| Q4 25 | $3.0B | $11.5B | ||
| Q3 25 | $3.0B | $11.2B | ||
| Q2 25 | $3.0B | $11.1B | ||
| Q1 25 | $2.9B | $10.8B | ||
| Q4 24 | $2.9B | $10.6B | ||
| Q3 24 | $2.9B | $10.6B | ||
| Q2 24 | $2.8B | $10.3B | ||
| Q1 24 | $2.7B | $10.2B |
总资产
NDSN
XYL
| Q4 25 | $5.9B | $17.6B | ||
| Q3 25 | $6.0B | $17.3B | ||
| Q2 25 | $6.1B | $17.2B | ||
| Q1 25 | $5.9B | $16.6B | ||
| Q4 24 | $6.0B | $16.5B | ||
| Q3 24 | $5.2B | $16.0B | ||
| Q2 24 | $5.2B | $15.8B | ||
| Q1 24 | $5.2B | $15.9B |
负债/权益比
NDSN
XYL
| Q4 25 | 0.66× | 0.17× | ||
| Q3 25 | 0.71× | 0.18× | ||
| Q2 25 | 0.74× | 0.18× | ||
| Q1 25 | 0.75× | 0.19× | ||
| Q4 24 | 0.75× | 0.19× | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.60× | — |
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 | $543.0M |
| 自由现金流经营现金流 - 资本支出 | $193.9M | $460.0M |
| 自由现金流率自由现金流/营收 | 25.8% | 19.2% |
| 资本支出强度资本支出/营收 | 1.2% | 3.5% |
| 现金转化率经营现金流/净利润 | 1.34× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $661.1M | $910.0M |
8季度趋势,按日历期对齐
经营现金流
NDSN
XYL
| Q4 25 | $202.9M | $543.0M | ||
| Q3 25 | $238.0M | $360.0M | ||
| Q2 25 | $119.2M | $305.0M | ||
| Q1 25 | $159.1M | $33.0M | ||
| Q4 24 | $96.4M | $575.0M | ||
| Q3 24 | $164.8M | $311.0M | ||
| Q2 24 | $122.6M | $288.0M | ||
| Q1 24 | $172.4M | $89.0M |
自由现金流
NDSN
XYL
| Q4 25 | $193.9M | $460.0M | ||
| Q3 25 | $226.4M | $281.0M | ||
| Q2 25 | $103.1M | $207.0M | ||
| Q1 25 | $137.7M | $-38.0M | ||
| Q4 24 | $75.8M | $475.0M | ||
| Q3 24 | $143.0M | $237.0M | ||
| Q2 24 | $108.2M | $215.0M | ||
| Q1 24 | $164.8M | $15.0M |
自由现金流率
NDSN
XYL
| Q4 25 | 25.8% | 19.2% | ||
| Q3 25 | 30.5% | 12.4% | ||
| Q2 25 | 15.1% | 9.0% | ||
| Q1 25 | 22.4% | -1.8% | ||
| Q4 24 | 10.2% | 21.1% | ||
| Q3 24 | 21.6% | 11.3% | ||
| Q2 24 | 16.6% | 9.9% | ||
| Q1 24 | 26.0% | 0.7% |
资本支出强度
NDSN
XYL
| Q4 25 | 1.2% | 3.5% | ||
| Q3 25 | 1.6% | 3.5% | ||
| Q2 25 | 2.3% | 4.3% | ||
| Q1 25 | 3.5% | 3.4% | ||
| Q4 24 | 2.8% | 4.4% | ||
| Q3 24 | 3.3% | 3.5% | ||
| Q2 24 | 2.2% | 3.4% | ||
| Q1 24 | 1.2% | 3.6% |
现金转化率
NDSN
XYL
| Q4 25 | 1.34× | 1.62× | ||
| Q3 25 | 1.89× | 1.59× | ||
| Q2 25 | 1.06× | 1.35× | ||
| Q1 25 | 1.68× | 0.20× | ||
| Q4 24 | 0.79× | 1.76× | ||
| Q3 24 | 1.41× | 1.43× | ||
| Q2 24 | 1.04× | 1.48× | ||
| Q1 24 | 1.57× | 0.58× |
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
暂无分部数据
XYL
| Products | $2.0B | 83% |
| Services | $412.0M | 17% |