vs
Ingevity Corp（NGVT）与WisdomTree, Inc.（WT）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WisdomTree, Inc.的1.2倍（$185.4M vs $159.5M），WisdomTree, Inc.净利率更高（25.5% vs -45.6%，领先71.1%），WisdomTree, Inc.同比增速更快（47.5% vs 36.7%），过去两年WisdomTree, Inc.的营收复合增速更高（22.1% 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。
WisdomTree, Inc.是总部位于纽约的全球ETF（交易型开放式指数基金）及交易所交易产品发行方与资产管理机构，2006年6月推出首批ETF产品，目前是美国主流ETF供应商之一。其发行的ETF覆盖全球不同资产类别与地区市场，产品线涵盖美国及国际股票、货币、固定收益及另类投资等品类。
NGVT vs WT — 直观对比
营收规模更大
NGVT
是对方的1.2倍
$159.5M
营收增速更快
WT
高出10.8%
36.7%
净利率更高
WT
高出71.1%
-45.6%
两年增速更快
WT
近两年复合增速
-26.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.4M | $159.5M |
| 净利润 | $-84.6M | $40.6M |
| 毛利率 | 41.2% | — |
| 营业利润率 | -47.7% | 37.2% |
| 净利率 | -45.6% | 25.5% |
| 营收同比 | 36.7% | 47.5% |
| 净利润同比 | -609.6% | 76.4% |
| 每股收益（稀释后） | $-2.33 | $0.28 |
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NGVTWT
| Q1 26 | — | $159.5M | ||
| Q4 25 | $185.4M | $147.4M | ||
| Q3 25 | $333.1M | $125.6M | ||
| Q2 25 | $365.1M | $112.6M | ||
| Q1 25 | $284.0M | $108.1M | ||
| Q4 24 | $135.6M | $110.7M | ||
| Q3 24 | $333.8M | $113.2M | ||
| Q2 24 | $390.6M | $107.0M |
净利润NGVTWT
| Q1 26 | — | $40.6M | ||
| Q4 25 | $-84.6M | $40.0M | ||
| Q3 25 | $43.5M | $19.7M | ||
| Q2 25 | $-146.5M | $24.8M | ||
| Q1 25 | $20.5M | $24.6M | ||
| Q4 24 | $16.6M | $27.3M | ||
| Q3 24 | $-107.2M | $-4.5M | ||
| Q2 24 | $-283.7M | $21.8M |
毛利率NGVTWT
| 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NGVTWT
| Q1 26 | — | 37.2% | ||
| Q4 25 | -47.7% | 40.5% | ||
| Q3 25 | 18.7% | 36.3% | ||
| Q2 25 | -39.1% | 30.8% | ||
| Q1 25 | 9.4% | 31.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | 33.0% | 36.0% | ||
| Q2 24 | 25.9% | 31.3% |
净利率NGVTWT
| Q1 26 | — | 25.5% | ||
| Q4 25 | -45.6% | 27.1% | ||
| Q3 25 | 13.1% | 15.7% | ||
| Q2 25 | -40.1% | 22.0% | ||
| Q1 25 | 7.2% | 22.8% | ||
| Q4 24 | 12.2% | 24.7% | ||
| Q3 24 | -32.1% | -4.0% | ||
| Q2 24 | -72.6% | 20.3% |
每股收益（稀释后）NGVTWT
| Q1 26 | — | $0.28 | ||
| Q4 25 | $-2.33 | $0.28 | ||
| Q3 25 | $1.18 | $0.13 | ||
| Q2 25 | $-4.02 | $0.17 | ||
| Q1 25 | $0.56 | $0.17 | ||
| Q4 24 | $0.44 | $0.20 | ||
| Q3 24 | $-2.94 | $-0.13 | ||
| Q2 24 | $-7.81 | $0.13 |
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 | — |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $29.7M | — |
| 总资产 | $1.7B | $1.8B |
| 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NGVTWT
| Q1 26 | — | — | ||
| Q4 25 | $78.1M | — | ||
| Q3 25 | $83.4M | — | ||
| Q2 25 | $76.9M | — | ||
| Q1 25 | $71.5M | — | ||
| Q4 24 | $68.0M | — | ||
| Q3 24 | $135.5M | — | ||
| Q2 24 | $107.4M | $132.5M |
总债务NGVTWT
| 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NGVTWT
| Q1 26 | — | — | ||
| Q4 25 | $29.7M | $413.7M | ||
| Q3 25 | $138.1M | $373.4M | ||
| Q2 25 | $120.7M | $445.1M | ||
| Q1 25 | $234.6M | $415.6M | ||
| Q4 24 | $195.2M | $400.0M | ||
| Q3 24 | $214.5M | $374.9M | ||
| Q2 24 | $284.8M | $445.6M |
总资产NGVTWT
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.3B | $964.1M |
负债/权益比NGVTWT
| 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 | $18.0M |
| 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 | — | 0.44× |
| 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NGVTWT
| Q1 26 | — | $18.0M | ||
| Q4 25 | $97.1M | $147.9M | ||
| Q3 25 | $129.7M | $48.1M | ||
| Q2 25 | $79.0M | $38.8M | ||
| Q1 25 | $25.4M | $6.4M | ||
| Q4 24 | $64.5M | $113.5M | ||
| Q3 24 | $46.5M | $47.7M | ||
| Q2 24 | $29.7M | $32.2M |
自由现金流NGVTWT
| Q1 26 | — | — | ||
| Q4 25 | $73.5M | $147.7M | ||
| Q3 25 | $117.8M | $48.0M | ||
| Q2 25 | $66.8M | $38.7M | ||
| Q1 25 | $15.4M | $6.3M | ||
| Q4 24 | $39.6M | $113.3M | ||
| Q3 24 | $28.5M | $47.7M | ||
| Q2 24 | $11.6M | $32.2M |
自由现金流率NGVTWT
| Q1 26 | — | — | ||
| Q4 25 | 39.6% | 100.2% | ||
| Q3 25 | 35.4% | 38.2% | ||
| Q2 25 | 18.3% | 34.4% | ||
| Q1 25 | 5.4% | 5.9% | ||
| Q4 24 | 29.2% | 102.4% | ||
| Q3 24 | 8.5% | 42.1% | ||
| Q2 24 | 3.0% | 30.1% |
资本支出强度NGVTWT
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 0.1% | ||
| Q3 25 | 3.6% | 0.0% | ||
| Q2 25 | 3.3% | 0.1% | ||
| Q1 25 | 3.5% | 0.0% | ||
| Q4 24 | 18.4% | 0.1% | ||
| Q3 24 | 5.4% | 0.0% | ||
| Q2 24 | 4.6% | 0.0% |
现金转化率NGVTWT
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 3.70× | ||
| Q3 25 | 2.98× | 2.44× | ||
| Q2 25 | — | 1.57× | ||
| Q1 25 | 1.24× | 0.26× | ||
| Q4 24 | 3.89× | 4.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.48× |
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% |
WT
| Advisory fees | $134.9M | 85% |
| Other | $6.1M | 4% |
| Third-party distribution fees | $5.8M | 4% |
| Management fees | $5.2M | 3% |
| Sales and business development | $4.2M | 3% |
| Professional fees | $3.3M | 2% |
