vs
Ingevity Corp（NGVT）与如新（NUS）财务数据对比。点击上方公司名可切换其他公司
如新的季度营收约是Ingevity Corp的1.7倍（$320.6M vs $185.4M），如新净利率更高（0.6% vs -45.6%，领先46.2%），Ingevity Corp同比增速更快（36.7% vs -12.0%），过去两年如新的营收复合增速更高（-14.5% vs -26.2%）
Ingevity Corp是一家全球特种化学品与先进材料生产商，主营高性能碳材料、路面养护解决方案及特种化工产品，服务汽车排放控制、工业净化、道路基建、农业投入品等核心市场，业务覆盖北美、欧洲及亚太地区。
如新企业集团是一家美国多层次直销企业，主打研发并销售个人护理产品与营养膳食补充产品，旗下拥有Nu Skin及Pharmanex两大品牌，目前已在全球54个市场开展业务，依托约120万独立销售代表的销售网络覆盖全球市场。
NGVT vs NUS — 直观对比
营收规模更大
NUS
是对方的1.7倍
$185.4M
营收增速更快
NGVT
高出48.8%
-12.0%
净利率更高
NUS
高出46.2%
-45.6%
两年增速更快
NUS
近两年复合增速
-26.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.4M | $320.6M |
| 净利润 | $-84.6M | $1.8M |
| 毛利率 | 41.2% | 66.9% |
| 营业利润率 | -47.7% | 34.4% |
| 净利率 | -45.6% | 0.6% |
| 营收同比 | 36.7% | -12.0% |
| 净利润同比 | -609.6% | — |
| 每股收益（稀释后） | $-2.33 | $0.04 |
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NGVTNUS
| Q1 26 | — | $320.6M | ||
| Q4 25 | $185.4M | $370.3M | ||
| Q3 25 | $333.1M | $364.2M | ||
| Q2 25 | $365.1M | $386.1M | ||
| Q1 25 | $284.0M | $364.5M | ||
| Q4 24 | $135.6M | $445.6M | ||
| Q3 24 | $333.8M | $430.1M | ||
| Q2 24 | $390.6M | $439.1M |
净利润NGVTNUS
| Q1 26 | — | $1.8M | ||
| Q4 25 | $-84.6M | $14.5M | ||
| Q3 25 | $43.5M | $17.1M | ||
| Q2 25 | $-146.5M | $21.1M | ||
| Q1 25 | $20.5M | $107.5M | ||
| Q4 24 | $16.6M | $-36.1M | ||
| Q3 24 | $-107.2M | $8.3M | ||
| Q2 24 | $-283.7M | $-118.3M |
毛利率NGVTNUS
| Q1 26 | — | 66.9% | ||
| Q4 25 | 41.2% | 70.7% | ||
| Q3 25 | 40.2% | 70.5% | ||
| Q2 25 | 37.8% | 68.8% | ||
| Q1 25 | 39.9% | 67.8% | ||
| Q4 24 | 81.3% | 62.7% | ||
| Q3 24 | 39.4% | 70.1% | ||
| Q2 24 | 31.5% | 70.0% |
营业利润率NGVTNUS
| Q1 26 | — | 34.4% | ||
| Q4 25 | -47.7% | 6.3% | ||
| Q3 25 | 18.7% | 5.9% | ||
| Q2 25 | -39.1% | 8.0% | ||
| Q1 25 | 9.4% | -2.7% | ||
| Q4 24 | — | -11.9% | ||
| Q3 24 | 33.0% | 4.2% | ||
| Q2 24 | 25.9% | -28.6% |
净利率NGVTNUS
| Q1 26 | — | 0.6% | ||
| Q4 25 | -45.6% | 3.9% | ||
| Q3 25 | 13.1% | 4.7% | ||
| Q2 25 | -40.1% | 5.5% | ||
| Q1 25 | 7.2% | 29.5% | ||
| Q4 24 | 12.2% | -8.1% | ||
| Q3 24 | -32.1% | 1.9% | ||
| Q2 24 | -72.6% | -26.9% |
每股收益（稀释后）NGVTNUS
| Q1 26 | — | $0.04 | ||
| Q4 25 | $-2.33 | $0.27 | ||
| Q3 25 | $1.18 | $0.34 | ||
| Q2 25 | $-4.02 | $0.43 | ||
| Q1 25 | $0.56 | $2.14 | ||
| Q4 24 | $0.44 | $-0.73 | ||
| Q3 24 | $-2.94 | $0.17 | ||
| Q2 24 | $-7.81 | $-2.38 |
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 | $78.1M | $198.7M |
| 总债务越低越好 | $1.2B | $223.6M |
| 股东权益账面价值 | $29.7M | $794.1M |
| 总资产 | $1.7B | $1.4B |
| 负债/权益比越低杠杆越低 | 39.10× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资NGVTNUS
| Q1 26 | — | $198.7M | ||
| Q4 25 | $78.1M | $239.8M | ||
| Q3 25 | $83.4M | $253.0M | ||
| Q2 25 | $76.9M | $265.4M | ||
| Q1 25 | $71.5M | $213.6M | ||
| Q4 24 | $68.0M | $198.0M | ||
| Q3 24 | $135.5M | $237.8M | ||
| Q2 24 | $107.4M | $232.9M |
总债务NGVTNUS
| Q1 26 | — | $223.6M | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — |
股东权益NGVTNUS
| Q1 26 | — | $794.1M | ||
| Q4 25 | $29.7M | $805.2M | ||
| Q3 25 | $138.1M | $799.8M | ||
| Q2 25 | $120.7M | $787.8M | ||
| Q1 25 | $234.6M | $754.0M | ||
| Q4 24 | $195.2M | $651.5M | ||
| Q3 24 | $214.5M | $706.9M | ||
| Q2 24 | $284.8M | $686.2M |
总资产NGVTNUS
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.3B | $1.6B |
负债/权益比NGVTNUS
| Q1 26 | — | 0.28× | ||
| Q4 25 | 39.10× | — | ||
| Q3 25 | 8.39× | — | ||
| Q2 25 | 10.24× | — | ||
| Q1 25 | 5.68× | — | ||
| Q4 24 | 6.86× | — | ||
| Q3 24 | 6.52× | — | ||
| Q2 24 | 4.92× | — |
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 | $97.1M | — |
| 自由现金流经营现金流 - 资本支出 | $73.5M | — |
| 自由现金流率自由现金流/营收 | 39.6% | — |
| 资本支出强度资本支出/营收 | 12.7% | — |
| 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 | $273.5M | — |
8季度趋势，按日历期对齐
经营现金流NGVTNUS
| Q1 26 | — | — | ||
| Q4 25 | $97.1M | $16.6M | ||
| Q3 25 | $129.7M | $27.5M | ||
| Q2 25 | $79.0M | $35.8M | ||
| Q1 25 | $25.4M | $389.0K | ||
| Q4 24 | $64.5M | $25.8M | ||
| Q3 24 | $46.5M | $31.4M | ||
| Q2 24 | $29.7M | $51.2M |
自由现金流NGVTNUS
| Q1 26 | — | — | ||
| Q4 25 | $73.5M | $5.9M | ||
| Q3 25 | $117.8M | $17.6M | ||
| Q2 25 | $66.8M | $35.8M | ||
| Q1 25 | $15.4M | $-13.2M | ||
| Q4 24 | $39.6M | $13.2M | ||
| Q3 24 | $28.5M | $22.8M | ||
| Q2 24 | $11.6M | $43.1M |
自由现金流率NGVTNUS
| Q1 26 | — | — | ||
| Q4 25 | 39.6% | 1.6% | ||
| Q3 25 | 35.4% | 4.8% | ||
| Q2 25 | 18.3% | 9.3% | ||
| Q1 25 | 5.4% | -3.6% | ||
| Q4 24 | 29.2% | 3.0% | ||
| Q3 24 | 8.5% | 5.3% | ||
| Q2 24 | 3.0% | 9.8% |
资本支出强度NGVTNUS
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 2.9% | ||
| Q3 25 | 3.6% | 2.7% | ||
| Q2 25 | 3.3% | 0.0% | ||
| Q1 25 | 3.5% | 3.7% | ||
| Q4 24 | 18.4% | 2.8% | ||
| Q3 24 | 5.4% | 2.0% | ||
| Q2 24 | 4.6% | 1.9% |
现金转化率NGVTNUS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.15× | ||
| Q3 25 | 2.98× | 1.61× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | 1.24× | 0.00× | ||
| Q4 24 | 3.89× | — | ||
| Q3 24 | — | 3.79× | ||
| Q2 24 | — | — |
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
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
NUS
暂无分部数据
