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欧文斯科宁（OC）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
欧文斯科宁的季度营收约是STIFEL FINANCIAL CORP的1.9倍（$2.1B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs -13.9%，领先37.4%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs -24.6%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $333.0M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs -3.5%）
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
OC vs SF — 直观对比
营收规模更大
OC
是对方的1.9倍
$1.1B
营收增速更快
SF
高出47.6%
-24.6%
净利率更高
SF
高出37.4%
-13.9%
自由现金流更多
SF
多$36.0M
$333.0M
两年增速更快
SF
近两年复合增速
-3.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.1B |
| 净利润 | $-298.0M | $264.4M |
| 毛利率 | 23.2% | — |
| 营业利润率 | -10.5% | 27.3% |
| 净利率 | -13.9% | 23.5% |
| 营收同比 | -24.6% | 23.0% |
| 净利润同比 | -15.5% | 8.3% |
| 每股收益（稀释后） | $-3.47 | $2.30 |
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OCSF
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.7B | $962.6M | ||
| Q2 25 | $2.7B | $838.9M | ||
| Q1 25 | $2.5B | $842.5M | ||
| Q4 24 | $2.8B | $916.0M | ||
| Q3 24 | $3.0B | $810.9M | ||
| Q2 24 | $2.8B | $798.9M | ||
| Q1 24 | $2.3B | $768.1M |
净利润OCSF
| Q4 25 | $-298.0M | $264.4M | ||
| Q3 25 | $-494.0M | $211.4M | ||
| Q2 25 | $363.0M | $155.1M | ||
| Q1 25 | $-93.0M | $53.0M | ||
| Q4 24 | $-258.0M | $244.0M | ||
| Q3 24 | $321.0M | $158.5M | ||
| Q2 24 | $285.0M | $165.3M | ||
| Q1 24 | $299.0M | $163.6M |
毛利率OCSF
| Q4 25 | 23.2% | — | ||
| Q3 25 | 28.2% | — | ||
| Q2 25 | 31.2% | — | ||
| Q1 25 | 28.7% | — | ||
| Q4 24 | 28.1% | — | ||
| Q3 24 | 29.8% | — | ||
| Q2 24 | 31.1% | — | ||
| Q1 24 | 29.6% | — |
营业利润率OCSF
| Q4 25 | -10.5% | 27.3% | ||
| Q3 25 | -12.2% | 29.7% | ||
| Q2 25 | 18.4% | 25.5% | ||
| Q1 25 | 16.1% | 7.5% | ||
| Q4 24 | -8.5% | 29.1% | ||
| Q3 24 | 16.7% | 26.7% | ||
| Q2 24 | 16.4% | 28.4% | ||
| Q1 24 | 17.5% | 28.5% |
净利率OCSF
| Q4 25 | -13.9% | 23.5% | ||
| Q3 25 | -18.4% | 22.0% | ||
| Q2 25 | 13.2% | 18.5% | ||
| Q1 25 | -3.7% | 6.3% | ||
| Q4 24 | -9.1% | 26.6% | ||
| Q3 24 | 10.5% | 19.5% | ||
| Q2 24 | 10.2% | 20.7% | ||
| Q1 24 | 13.0% | 21.3% |
每股收益（稀释后）OCSF
| Q4 25 | $-3.47 | $2.30 | ||
| Q3 25 | $-5.92 | $1.84 | ||
| Q2 25 | $4.25 | $1.34 | ||
| Q1 25 | $-1.08 | $0.39 | ||
| Q4 24 | $-2.92 | $2.10 | ||
| Q3 24 | $3.65 | $1.34 | ||
| Q2 24 | $3.24 | $1.41 | ||
| Q1 24 | $3.40 | $1.40 |
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 | $345.0M | $2.3B |
| 总债务越低越好 | $4.7B | $617.4M |
| 股东权益账面价值 | $3.9B | $6.0B |
| 总资产 | $13.0B | $41.3B |
| 负债/权益比越低杠杆越低 | 1.22× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资OCSF
| Q4 25 | $345.0M | $2.3B | ||
| Q3 25 | $286.0M | $3.2B | ||
| Q2 25 | $230.0M | $1.9B | ||
| Q1 25 | $400.0M | $2.7B | ||
| Q4 24 | $361.0M | $2.6B | ||
| Q3 24 | $499.0M | $1.9B | ||
| Q2 24 | $254.0M | $2.6B | ||
| Q1 24 | $1.3B | $3.4B |
总债务OCSF
| Q4 25 | $4.7B | $617.4M | ||
| Q3 25 | $4.7B | $617.2M | ||
| Q2 25 | $5.1B | $617.0M | ||
| Q1 25 | $5.0B | $616.8M | ||
| Q4 24 | $5.1B | $616.6M | ||
| Q3 24 | $5.0B | $616.4M | ||
| Q2 24 | $5.0B | $1.1B | ||
| Q1 24 | $2.6B | $1.1B |
股东权益OCSF
| Q4 25 | $3.9B | $6.0B | ||
| Q3 25 | $4.4B | $5.8B | ||
| Q2 25 | $5.2B | $5.6B | ||
| Q1 25 | $4.9B | $5.5B | ||
| Q4 24 | $5.1B | $5.7B | ||
| Q3 24 | $5.6B | $5.6B | ||
| Q2 24 | $5.5B | $5.4B | ||
| Q1 24 | $5.2B | $5.3B |
总资产OCSF
| Q4 25 | $13.0B | $41.3B | ||
| Q3 25 | $13.5B | $41.7B | ||
| Q2 25 | $14.5B | $39.9B | ||
| Q1 25 | $14.3B | $40.4B | ||
| Q4 24 | $14.1B | $39.9B | ||
| Q3 24 | $15.1B | $38.9B | ||
| Q2 24 | $15.0B | $37.8B | ||
| Q1 24 | $11.3B | $38.3B |
负债/权益比OCSF
| Q4 25 | 1.22× | 0.10× | ||
| Q3 25 | 1.06× | 0.11× | ||
| Q2 25 | 0.98× | 0.11× | ||
| Q1 25 | 1.03× | 0.11× | ||
| Q4 24 | 1.01× | 0.11× | ||
| Q3 24 | 0.89× | 0.11× | ||
| Q2 24 | 0.92× | 0.21× | ||
| Q1 24 | 0.51× | 0.21× |
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 | $590.0M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $333.0M | $369.0M |
| 自由现金流率自由现金流/营收 | 15.5% | 32.7% |
| 资本支出强度资本支出/营收 | 12.0% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.45× |
| 过去12个月自由现金流最近4个季度 | $962.0M | $1.1B |
8季度趋势，按日历期对齐
经营现金流OCSF
| Q4 25 | $590.0M | $382.4M | ||
| Q3 25 | $918.0M | $338.3M | ||
| Q2 25 | $327.0M | $607.5M | ||
| Q1 25 | $-49.0M | $-211.2M | ||
| Q4 24 | $676.0M | $694.6M | ||
| Q3 24 | $699.0M | $198.3M | ||
| Q2 24 | $493.0M | $207.2M | ||
| Q1 24 | $24.0M | $-609.7M |
自由现金流OCSF
| Q4 25 | $333.0M | $369.0M | ||
| Q3 25 | $752.0M | $321.1M | ||
| Q2 25 | $129.0M | $592.7M | ||
| Q1 25 | $-252.0M | $-227.8M | ||
| Q4 24 | $479.0M | $677.2M | ||
| Q3 24 | $558.0M | $185.6M | ||
| Q2 24 | $336.0M | $173.3M | ||
| Q1 24 | $-128.0M | $-619.4M |
自由现金流率OCSF
| Q4 25 | 15.5% | 32.7% | ||
| Q3 25 | 28.0% | 33.4% | ||
| Q2 25 | 4.7% | 70.6% | ||
| Q1 25 | -10.0% | -27.0% | ||
| Q4 24 | 16.9% | 73.9% | ||
| Q3 24 | 18.3% | 22.9% | ||
| Q2 24 | 12.0% | 21.7% | ||
| Q1 24 | -5.6% | -80.6% |
资本支出强度OCSF
| Q4 25 | 12.0% | 1.2% | ||
| Q3 25 | 6.2% | 1.8% | ||
| Q2 25 | 7.2% | 1.8% | ||
| Q1 25 | 8.0% | 2.0% | ||
| Q4 24 | 6.9% | 1.9% | ||
| Q3 24 | 4.6% | 1.6% | ||
| Q2 24 | 5.6% | 4.2% | ||
| Q1 24 | 6.6% | 1.3% |
现金转化率OCSF
| Q4 25 | — | 1.45× | ||
| Q3 25 | — | 1.60× | ||
| Q2 25 | 0.90× | 3.92× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | — | 2.85× | ||
| Q3 24 | 2.18× | 1.25× | ||
| Q2 24 | 1.73× | 1.25× | ||
| Q1 24 | 0.08× | -3.73× |
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
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
SF
暂无分部数据
