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Ingevity Corp（NGVT）与Strategic Education, Inc.（STRA）财务数据对比。点击上方公司名可切换其他公司
Strategic Education, Inc.的季度营收约是Ingevity Corp的1.7倍（$305.9M vs $185.4M），Strategic Education, Inc.净利率更高（10.7% vs -45.6%，领先56.4%），Ingevity Corp同比增速更快（36.7% vs 0.8%），Strategic Education, Inc.自由现金流更多（$77.3M vs $73.5M），过去两年Strategic Education, Inc.的营收复合增速更高（-1.0% 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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
NGVT vs STRA — 直观对比
营收规模更大
STRA
是对方的1.7倍
$185.4M
营收增速更快
NGVT
高出36.0%
0.8%
净利率更高
STRA
高出56.4%
-45.6%
自由现金流更多
STRA
多$3.8M
$73.5M
两年增速更快
STRA
近两年复合增速
-26.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.4M | $305.9M |
| 净利润 | $-84.6M | $32.8M |
| 毛利率 | 41.2% | — |
| 营业利润率 | -47.7% | 13.4% |
| 净利率 | -45.6% | 10.7% |
| 营收同比 | 36.7% | 0.8% |
| 净利润同比 | -609.6% | 10.3% |
| 每股收益（稀释后） | $-2.33 | $1.48 |
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NGVTSTRA
| Q1 26 | — | $305.9M | ||
| Q4 25 | $185.4M | $323.2M | ||
| Q3 25 | $333.1M | $319.9M | ||
| Q2 25 | $365.1M | $321.5M | ||
| Q1 25 | $284.0M | $303.6M | ||
| Q4 24 | $135.6M | $311.5M | ||
| Q3 24 | $333.8M | $306.0M | ||
| Q2 24 | $390.6M | $312.3M |
净利润NGVTSTRA
| Q1 26 | — | $32.8M | ||
| Q4 25 | $-84.6M | $37.9M | ||
| Q3 25 | $43.5M | $26.6M | ||
| Q2 25 | $-146.5M | $32.3M | ||
| Q1 25 | $20.5M | $29.7M | ||
| Q4 24 | $16.6M | $25.3M | ||
| Q3 24 | $-107.2M | $27.7M | ||
| Q2 24 | $-283.7M | $29.9M |
毛利率NGVTSTRA
| Q1 26 | — | — | ||
| Q4 25 | 41.2% | — | ||
| Q3 25 | 40.2% | — | ||
| Q2 25 | 37.8% | — | ||
| Q1 25 | 39.9% | — | ||
| Q4 24 | 81.3% | — | ||
| Q3 24 | 39.4% | — | ||
| Q2 24 | 31.5% | — |
营业利润率NGVTSTRA
| Q1 26 | — | 13.4% | ||
| Q4 25 | -47.7% | 16.0% | ||
| Q3 25 | 18.7% | 11.6% | ||
| Q2 25 | -39.1% | 14.2% | ||
| Q1 25 | 9.4% | 13.1% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | 33.0% | 11.9% | ||
| Q2 24 | 25.9% | 13.4% |
净利率NGVTSTRA
| Q1 26 | — | 10.7% | ||
| Q4 25 | -45.6% | 11.7% | ||
| Q3 25 | 13.1% | 8.3% | ||
| Q2 25 | -40.1% | 10.1% | ||
| Q1 25 | 7.2% | 9.8% | ||
| Q4 24 | 12.2% | 8.1% | ||
| Q3 24 | -32.1% | 9.1% | ||
| Q2 24 | -72.6% | 9.6% |
每股收益（稀释后）NGVTSTRA
| Q1 26 | — | $1.48 | ||
| Q4 25 | $-2.33 | $1.65 | ||
| Q3 25 | $1.18 | $1.15 | ||
| Q2 25 | $-4.02 | $1.37 | ||
| Q1 25 | $0.56 | $1.24 | ||
| Q4 24 | $0.44 | $1.05 | ||
| Q3 24 | $-2.94 | $1.15 | ||
| Q2 24 | $-7.81 | $1.24 |
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 | $150.3M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $29.7M | $1.6B |
| 总资产 | $1.7B | $2.1B |
| 负债/权益比越低杠杆越低 | 39.10× | — |
8季度趋势，按日历期对齐
现金及短期投资NGVTSTRA
| Q1 26 | — | $150.3M | ||
| Q4 25 | $78.1M | $148.1M | ||
| Q3 25 | $83.4M | $172.6M | ||
| Q2 25 | $76.9M | $164.9M | ||
| Q1 25 | $71.5M | $182.6M | ||
| Q4 24 | $68.0M | $184.0M | ||
| Q3 24 | $135.5M | $222.1M | ||
| Q2 24 | $107.4M | $256.2M |
总债务NGVTSTRA
| Q1 26 | — | — | ||
| 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NGVTSTRA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $29.7M | $1.6B | ||
| Q3 25 | $138.1M | $1.7B | ||
| Q2 25 | $120.7M | $1.7B | ||
| Q1 25 | $234.6M | $1.6B | ||
| Q4 24 | $195.2M | $1.7B | ||
| Q3 24 | $214.5M | $1.7B | ||
| Q2 24 | $284.8M | $1.7B |
总资产NGVTSTRA
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.7B | $2.0B | ||
| Q3 25 | $1.8B | $2.1B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.2B | $2.2B | ||
| Q2 24 | $2.3B | $2.2B |
负债/权益比NGVTSTRA
| Q1 26 | — | — | ||
| 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 | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $73.5M | $77.3M |
| 自由现金流率自由现金流/营收 | 39.6% | 25.3% |
| 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 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | $273.5M | $173.9M |
8季度趋势，按日历期对齐
经营现金流NGVTSTRA
| Q1 26 | — | $87.4M | ||
| Q4 25 | $97.1M | $39.2M | ||
| Q3 25 | $129.7M | $60.1M | ||
| Q2 25 | $79.0M | $31.2M | ||
| Q1 25 | $25.4M | $67.7M | ||
| Q4 24 | $64.5M | $15.9M | ||
| Q3 24 | $46.5M | $51.5M | ||
| Q2 24 | $29.7M | $24.3M |
自由现金流NGVTSTRA
| Q1 26 | — | $77.3M | ||
| Q4 25 | $73.5M | $27.0M | ||
| Q3 25 | $117.8M | $49.3M | ||
| Q2 25 | $66.8M | $20.4M | ||
| Q1 25 | $15.4M | $57.3M | ||
| Q4 24 | $39.6M | $4.7M | ||
| Q3 24 | $28.5M | $42.1M | ||
| Q2 24 | $11.6M | $13.6M |
自由现金流率NGVTSTRA
| Q1 26 | — | 25.3% | ||
| Q4 25 | 39.6% | 8.3% | ||
| Q3 25 | 35.4% | 15.4% | ||
| Q2 25 | 18.3% | 6.3% | ||
| Q1 25 | 5.4% | 18.9% | ||
| Q4 24 | 29.2% | 1.5% | ||
| Q3 24 | 8.5% | 13.8% | ||
| Q2 24 | 3.0% | 4.3% |
资本支出强度NGVTSTRA
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 3.8% | ||
| Q3 25 | 3.6% | 3.4% | ||
| Q2 25 | 3.3% | 3.4% | ||
| Q1 25 | 3.5% | 3.4% | ||
| Q4 24 | 18.4% | 3.6% | ||
| Q3 24 | 5.4% | 3.1% | ||
| Q2 24 | 4.6% | 3.4% |
现金转化率NGVTSTRA
| Q1 26 | — | 2.66× | ||
| Q4 25 | — | 1.03× | ||
| Q3 25 | 2.98× | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | 1.24× | 2.27× | ||
| Q4 24 | 3.89× | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 0.81× |
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% |
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
