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NOVANTA INC(NOVT)与Spectrum Brands Holdings, Inc.(SPB)财务数据对比。点击上方公司名可切换其他公司
Spectrum Brands Holdings, Inc.的季度营收约是NOVANTA INC的2.6倍($677.0M vs $258.3M)。NOVANTA INC净利率更高(6.8% vs 4.2%,领先2.6%)。NOVANTA INC同比增速更快(8.5% vs -3.3%)。Spectrum Brands Holdings, Inc.自由现金流更多($59.3M vs $5.1M)。过去两年NOVANTA INC的营收复合增速更高(5.8% vs -2.9%)
Novanta Inc是一家全球技术供应商,主营高精度光子学、运动控制与机器视觉解决方案,核心服务领域覆盖医疗设备制造、先进工业自动化、机器人及生命科学行业,助力全球客户提升产品性能、推动技术创新。
盛谱品牌控股有限公司是总部位于美国威斯康星州米德尔顿的跨国消费品集团,前身为雷诺瓦克公司,2005年正式成立,业务覆盖多个消费品品类,在全球消费市场拥有广泛布局。
NOVT vs SPB — 直观对比
营收规模更大
SPB
是对方的2.6倍
$258.3M
营收增速更快
NOVT
高出11.8%
-3.3%
净利率更高
NOVT
高出2.6%
4.2%
自由现金流更多
SPB
多$54.2M
$5.1M
两年增速更快
NOVT
近两年复合增速
-2.9%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $258.3M | $677.0M |
| 净利润 | $17.5M | $28.4M |
| 毛利率 | 43.8% | 35.7% |
| 营业利润率 | 9.6% | 4.0% |
| 净利率 | 6.8% | 4.2% |
| 营收同比 | 8.5% | -3.3% |
| 净利润同比 | 6.1% | 20.9% |
| 每股收益(稀释后) | $0.46 | $1.21 |
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
NOVT
SPB
| Q4 25 | $258.3M | $677.0M | ||
| Q3 25 | $247.8M | $733.5M | ||
| Q2 25 | $241.0M | $699.6M | ||
| Q1 25 | $233.4M | $675.7M | ||
| Q4 24 | $238.1M | $700.2M | ||
| Q3 24 | $244.4M | $773.8M | ||
| Q2 24 | $235.9M | $779.4M | ||
| Q1 24 | $230.9M | $718.5M |
净利润
NOVT
SPB
| Q4 25 | $17.5M | $28.4M | ||
| Q3 25 | $10.7M | $55.6M | ||
| Q2 25 | $4.5M | $19.9M | ||
| Q1 25 | $21.2M | $900.0K | ||
| Q4 24 | $16.5M | $23.5M | ||
| Q3 24 | $19.2M | $28.5M | ||
| Q2 24 | $13.8M | $6.1M | ||
| Q1 24 | $14.7M | $61.1M |
毛利率
NOVT
SPB
| Q4 25 | 43.8% | 35.7% | ||
| Q3 25 | 44.8% | 35.0% | ||
| Q2 25 | 44.3% | 37.8% | ||
| Q1 25 | 44.7% | 37.5% | ||
| Q4 24 | 45.5% | 36.8% | ||
| Q3 24 | 44.7% | 37.2% | ||
| Q2 24 | 44.0% | 38.9% | ||
| Q1 24 | 43.5% | 38.1% |
营业利润率
NOVT
SPB
| Q4 25 | 9.6% | 4.0% | ||
| Q3 25 | 8.8% | 4.0% | ||
| Q2 25 | 6.2% | 4.5% | ||
| Q1 25 | 13.9% | 2.9% | ||
| Q4 24 | 11.2% | 6.4% | ||
| Q3 24 | 13.3% | 2.8% | ||
| Q2 24 | 10.9% | 6.1% | ||
| Q1 24 | 11.1% | 10.6% |
净利率
NOVT
SPB
| Q4 25 | 6.8% | 4.2% | ||
| Q3 25 | 4.3% | 7.6% | ||
| Q2 25 | 1.9% | 2.8% | ||
| Q1 25 | 9.1% | 0.1% | ||
| Q4 24 | 6.9% | 3.4% | ||
| Q3 24 | 7.9% | 3.7% | ||
| Q2 24 | 5.8% | 0.8% | ||
| Q1 24 | 6.4% | 8.5% |
每股收益(稀释后)
NOVT
SPB
| Q4 25 | $0.46 | $1.21 | ||
| Q3 25 | $0.30 | $2.19 | ||
| Q2 25 | $0.12 | $0.80 | ||
| Q1 25 | $0.59 | $0.03 | ||
| Q4 24 | $0.45 | $0.84 | ||
| Q3 24 | $0.53 | $1.03 | ||
| Q2 24 | $0.38 | $0.21 | ||
| Q1 24 | $0.41 | $2.01 |
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 | $380.9M | $126.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $1.9B |
| 总资产 | $1.8B | $3.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
NOVT
SPB
| Q4 25 | $380.9M | $126.6M | ||
| Q3 25 | $89.2M | $123.6M | ||
| Q2 25 | $109.9M | $122.0M | ||
| Q1 25 | $106.0M | $96.0M | ||
| Q4 24 | $114.0M | $179.9M | ||
| Q3 24 | $92.7M | $368.9M | ||
| Q2 24 | $98.5M | $306.8M | ||
| Q1 24 | $93.5M | $1.2B |
总债务
NOVT
SPB
| Q4 25 | — | — | ||
| Q3 25 | — | $496.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $496.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
NOVT
SPB
| Q4 25 | $1.3B | $1.9B | ||
| Q3 25 | $801.5M | $1.9B | ||
| Q2 25 | $801.4M | $1.9B | ||
| Q1 25 | $769.8M | $1.9B | ||
| Q4 24 | $745.7M | $2.0B | ||
| Q3 24 | $742.2M | $2.1B | ||
| Q2 24 | $702.0M | $2.1B | ||
| Q1 24 | $681.7M | $2.3B |
总资产
NOVT
SPB
| Q4 25 | $1.8B | $3.4B | ||
| Q3 25 | $1.5B | $3.4B | ||
| Q2 25 | $1.5B | $3.5B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $3.6B | ||
| Q3 24 | $1.4B | $3.8B | ||
| Q2 24 | $1.4B | $3.8B | ||
| Q1 24 | $1.4B | $4.8B |
负债/权益比
NOVT
SPB
| Q4 25 | — | — | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $8.8M | $67.4M |
| 自由现金流经营现金流 - 资本支出 | $5.1M | $59.3M |
| 自由现金流率自由现金流/营收 | 2.0% | 8.8% |
| 资本支出强度资本支出/营收 | 1.4% | 1.2% |
| 现金转化率经营现金流/净利润 | 0.50× | 2.37× |
| 过去12个月自由现金流最近4个季度 | $48.4M | $302.9M |
8季度趋势,按日历期对齐
经营现金流
NOVT
SPB
| Q4 25 | $8.8M | $67.4M | ||
| Q3 25 | $8.5M | $171.1M | ||
| Q2 25 | $15.1M | $81.8M | ||
| Q1 25 | $31.7M | $23.1M | ||
| Q4 24 | $61.6M | $-72.4M | ||
| Q3 24 | $23.0M | $80.7M | ||
| Q2 24 | $41.1M | $82.7M | ||
| Q1 24 | $32.8M | $3.5M |
自由现金流
NOVT
SPB
| Q4 25 | $5.1M | $59.3M | ||
| Q3 25 | $4.2M | $157.9M | ||
| Q2 25 | $11.7M | $71.8M | ||
| Q1 25 | $27.4M | $13.9M | ||
| Q4 24 | $59.3M | $-78.3M | ||
| Q3 24 | $19.5M | $67.7M | ||
| Q2 24 | $36.2M | $72.6M | ||
| Q1 24 | $26.4M | $-9.0M |
自由现金流率
NOVT
SPB
| Q4 25 | 2.0% | 8.8% | ||
| Q3 25 | 1.7% | 21.5% | ||
| Q2 25 | 4.8% | 10.3% | ||
| Q1 25 | 11.7% | 2.1% | ||
| Q4 24 | 24.9% | -11.2% | ||
| Q3 24 | 8.0% | 8.7% | ||
| Q2 24 | 15.3% | 9.3% | ||
| Q1 24 | 11.4% | -1.3% |
资本支出强度
NOVT
SPB
| Q4 25 | 1.4% | 1.2% | ||
| Q3 25 | 1.7% | 1.8% | ||
| Q2 25 | 1.4% | 1.4% | ||
| Q1 25 | 1.8% | 1.4% | ||
| Q4 24 | 0.9% | 0.8% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 2.1% | 1.3% | ||
| Q1 24 | 2.8% | 1.7% |
现金转化率
NOVT
SPB
| Q4 25 | 0.50× | 2.37× | ||
| Q3 25 | 0.80× | 3.08× | ||
| Q2 25 | 3.35× | 4.11× | ||
| Q1 25 | 1.49× | 25.67× | ||
| Q4 24 | 3.74× | -3.08× | ||
| Q3 24 | 1.20× | 2.83× | ||
| Q2 24 | 2.99× | 13.56× | ||
| Q1 24 | 2.24× | 0.06× |
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
NOVT
暂无分部数据
SPB
| HPC Segment | $321.5M | 47% |
| Global Pet Supplies | $168.7M | 25% |
| Home And Personal Care | $109.8M | 16% |
| HG Segment | $73.9M | 11% |