vs
Ingevity Corp(NGVT)与Porch Group, Inc.(PRCH)财务数据对比。点击上方公司名可切换其他公司
Ingevity Corp的季度营收约是Porch Group, Inc.的1.5倍($185.4M vs $121.1M),Porch Group, Inc.净利率更高(-3.9% vs -45.6%,领先41.8%),Porch Group, Inc.同比增速更快(100.0% vs 36.7%),过去两年Porch Group, Inc.的营收复合增速更高(26.4% 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。
Porch Group是一家面向屋主的家居改造服务平台,致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务,还涵盖专业建议文章与装修成本指南,帮助屋主便捷规划各类家装工程。
NGVT vs PRCH — 直观对比
营收规模更大
NGVT
是对方的1.5倍
$121.1M
营收增速更快
PRCH
高出63.3%
36.7%
净利率更高
PRCH
高出41.8%
-45.6%
两年增速更快
PRCH
近两年复合增速
-26.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.4M | $121.1M |
| 净利润 | $-84.6M | $-4.7M |
| 毛利率 | 41.2% | 52.7% |
| 营业利润率 | -47.7% | 34.7% |
| 净利率 | -45.6% | -3.9% |
| 营收同比 | 36.7% | 100.0% |
| 净利润同比 | -609.6% | 2.0% |
| 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
NGVT
PRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $185.4M | $112.3M | ||
| Q3 25 | $333.1M | $115.1M | ||
| Q2 25 | $365.1M | $107.0M | ||
| Q1 25 | $284.0M | $84.5M | ||
| Q4 24 | $135.6M | $75.3M | ||
| Q3 24 | $333.8M | $77.7M | ||
| Q2 24 | $390.6M | $75.9M |
净利润
NGVT
PRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $-84.6M | $-3.5M | ||
| Q3 25 | $43.5M | $-10.9M | ||
| Q2 25 | $-146.5M | $2.6M | ||
| Q1 25 | $20.5M | $8.4M | ||
| Q4 24 | $16.6M | $30.5M | ||
| Q3 24 | $-107.2M | $14.4M | ||
| Q2 24 | $-283.7M | $-64.3M |
毛利率
NGVT
PRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 41.2% | 99.5% | ||
| Q3 25 | 40.2% | 75.6% | ||
| Q2 25 | 37.8% | 70.9% | ||
| Q1 25 | 39.9% | 77.4% | ||
| Q4 24 | 81.3% | — | ||
| Q3 24 | 39.4% | 79.4% | ||
| Q2 24 | 31.5% | 22.1% |
营业利润率
NGVT
PRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | -47.7% | 14.7% | ||
| Q3 25 | 18.7% | 14.2% | ||
| Q2 25 | -39.1% | 4.7% | ||
| Q1 25 | 9.4% | -1.5% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | 33.0% | -3.2% | ||
| Q2 24 | 25.9% | -69.2% |
净利率
NGVT
PRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | -45.6% | -3.1% | ||
| Q3 25 | 13.1% | -9.4% | ||
| Q2 25 | -40.1% | 2.4% | ||
| Q1 25 | 7.2% | 9.9% | ||
| Q4 24 | 12.2% | 40.5% | ||
| Q3 24 | -32.1% | 18.5% | ||
| Q2 24 | -72.6% | -84.8% |
每股收益(稀释后)
NGVT
PRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $-2.33 | $0.00 | ||
| Q3 25 | $1.18 | $-0.10 | ||
| Q2 25 | $-4.02 | $0.00 | ||
| Q1 25 | $0.56 | $0.07 | ||
| Q4 24 | $0.44 | $0.34 | ||
| Q3 24 | $-2.94 | $0.12 | ||
| Q2 24 | $-7.81 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | $1.2B | $391.3M |
| 股东权益账面价值 | $29.7M | $26.3M |
| 总资产 | $1.7B | $806.6M |
| 负债/权益比越低杠杆越低 | 39.10× | 14.87× |
8季度趋势,按日历期对齐
现金及短期投资
NGVT
PRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $78.1M | $57.3M | ||
| Q3 25 | $83.4M | $85.0M | ||
| Q2 25 | $76.9M | $79.8M | ||
| Q1 25 | $71.5M | $70.4M | ||
| Q4 24 | $68.0M | $191.7M | ||
| Q3 24 | $135.5M | $238.6M | ||
| Q2 24 | $107.4M | $308.4M |
总债务
NGVT
PRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | $1.2B | $392.8M | ||
| Q3 25 | $1.2B | $387.1M | ||
| Q2 25 | $1.2B | $394.1M | ||
| Q1 25 | $1.3B | $409.2M | ||
| Q4 24 | $1.3B | $403.9M | ||
| Q3 24 | $1.4B | $399.0M | ||
| Q2 24 | $1.4B | $436.8M |
股东权益
NGVT
PRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $29.7M | $-24.6M | ||
| Q3 25 | $138.1M | $-27.9M | ||
| Q2 25 | $120.7M | $-29.3M | ||
| Q1 25 | $234.6M | $-52.4M | ||
| Q4 24 | $195.2M | $-43.2M | ||
| Q3 24 | $214.5M | $-77.0M | ||
| Q2 24 | $284.8M | $-101.9M |
总资产
NGVT
PRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $1.7B | $797.4M | ||
| Q3 25 | $1.8B | $787.7M | ||
| Q2 25 | $1.9B | $770.7M | ||
| Q1 25 | $2.1B | $802.3M | ||
| Q4 24 | $2.0B | $814.0M | ||
| Q3 24 | $2.2B | $867.3M | ||
| Q2 24 | $2.3B | $876.1M |
负债/权益比
NGVT
PRCH
| Q1 26 | — | 14.87× | ||
| 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
NGVT
PRCH
| Q1 26 | — | — | ||
| Q4 25 | $97.1M | $1.2M | ||
| Q3 25 | $129.7M | $40.8M | ||
| Q2 25 | $79.0M | $35.6M | ||
| Q1 25 | $25.4M | $-11.2M | ||
| Q4 24 | $64.5M | $-26.6M | ||
| Q3 24 | $46.5M | $12.4M | ||
| Q2 24 | $29.7M | $-26.0M |
自由现金流
NGVT
PRCH
| Q1 26 | — | — | ||
| Q4 25 | $73.5M | $1.1M | ||
| Q3 25 | $117.8M | $40.7M | ||
| Q2 25 | $66.8M | $35.4M | ||
| Q1 25 | $15.4M | $-11.2M | ||
| Q4 24 | $39.6M | $-26.8M | ||
| Q3 24 | $28.5M | $12.2M | ||
| Q2 24 | $11.6M | $-26.0M |
自由现金流率
NGVT
PRCH
| Q1 26 | — | — | ||
| Q4 25 | 39.6% | 1.0% | ||
| Q3 25 | 35.4% | 35.4% | ||
| Q2 25 | 18.3% | 33.0% | ||
| Q1 25 | 5.4% | -13.3% | ||
| Q4 24 | 29.2% | -35.6% | ||
| Q3 24 | 8.5% | 15.7% | ||
| Q2 24 | 3.0% | -34.3% |
资本支出强度
NGVT
PRCH
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 0.1% | ||
| Q3 25 | 3.6% | 0.1% | ||
| Q2 25 | 3.3% | 0.2% | ||
| Q1 25 | 3.5% | 0.1% | ||
| Q4 24 | 18.4% | 0.3% | ||
| Q3 24 | 5.4% | 0.3% | ||
| Q2 24 | 4.6% | 0.1% |
现金转化率
NGVT
PRCH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.98× | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | 1.24× | -1.33× | ||
| Q4 24 | 3.89× | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| 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% |
PRCH
暂无分部数据