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豪士科（OSK）与维谛技术（VRT）财务数据对比。点击上方公司名可切换其他公司
豪士科的季度营收约是维谛技术的1.0倍（$2.7B vs $2.6B），维谛技术净利率更高（14.7% vs 5.0%，领先9.7%），维谛技术同比增速更快（30.1% vs 3.5%），维谛技术自由现金流更多（$652.8M vs $540.3M），过去两年维谛技术的营收复合增速更高（16.5% vs 2.8%）
豪士科（原称豪士科卡车）是美国知名工业企业，主营特种卡车、军用车辆、机场消防设备、高空作业设备等产品的设计与制造。旗下拥有威斯康星州的消防车制造商Pierce Manufacturing，以及生产各类升降作业设备的JLG工业公司。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
OSK vs VRT — 直观对比
营收规模更大
OSK
是对方的1.0倍
$2.6B
营收增速更快
VRT
高出26.6%
3.5%
净利率更高
VRT
高出9.7%
5.0%
自由现金流更多
VRT
多$112.5M
$540.3M
两年增速更快
VRT
近两年复合增速
2.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.6B |
| 净利润 | $133.8M | $390.1M |
| 毛利率 | 15.8% | 37.7% |
| 营业利润率 | 7.9% | — |
| 净利率 | 5.0% | 14.7% |
| 营收同比 | 3.5% | 30.1% |
| 净利润同比 | -12.6% | 137.1% |
| 每股收益（稀释后） | — | $0.99 |
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OSKVRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $2.7B | $2.9B | ||
| Q3 25 | $2.7B | $2.7B | ||
| Q2 25 | $2.7B | $2.6B | ||
| Q1 25 | $2.3B | $2.0B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.7B | $2.1B | ||
| Q2 24 | $2.8B | $2.0B |
净利润OSKVRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $133.8M | $445.6M | ||
| Q3 25 | $196.2M | $398.5M | ||
| Q2 25 | $204.8M | $324.2M | ||
| Q1 25 | $112.2M | $164.5M | ||
| Q4 24 | $153.1M | $147.0M | ||
| Q3 24 | $180.3M | $176.6M | ||
| Q2 24 | $168.6M | $178.1M |
毛利率OSKVRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 15.8% | 38.9% | ||
| Q3 25 | 17.5% | 37.8% | ||
| Q2 25 | 19.2% | 34.0% | ||
| Q1 25 | 17.3% | 33.7% | ||
| Q4 24 | 17.2% | 37.1% | ||
| Q3 24 | 18.5% | 36.5% | ||
| Q2 24 | 19.2% | 38.0% |
营业利润率OSKVRT
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 20.1% | ||
| Q3 25 | 9.7% | 19.3% | ||
| Q2 25 | 10.7% | 16.8% | ||
| Q1 25 | 7.6% | 14.3% | ||
| Q4 24 | 8.6% | 19.5% | ||
| Q3 24 | 9.7% | 17.9% | ||
| Q2 24 | 9.2% | 17.2% |
净利率OSKVRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 5.0% | 15.5% | ||
| Q3 25 | 7.3% | 14.9% | ||
| Q2 25 | 7.5% | 12.3% | ||
| Q1 25 | 4.9% | 8.1% | ||
| Q4 24 | 5.9% | 6.3% | ||
| Q3 24 | 6.6% | 8.5% | ||
| Q2 24 | 5.9% | 9.1% |
每股收益（稀释后）OSKVRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | — | $1.14 | ||
| Q3 25 | — | $1.02 | ||
| Q2 25 | — | $0.83 | ||
| Q1 25 | — | $0.42 | ||
| Q4 24 | — | $0.38 | ||
| Q3 24 | — | $0.46 | ||
| Q2 24 | — | $0.46 |
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 | $479.8M | $2.5B |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $4.5B | $4.2B |
| 总资产 | $10.1B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资OSKVRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $479.8M | $1.7B | ||
| Q3 25 | $211.8M | $1.4B | ||
| Q2 25 | $191.7M | $1.6B | ||
| Q1 25 | $210.3M | $1.5B | ||
| Q4 24 | $204.9M | $1.2B | ||
| Q3 24 | $160.9M | $908.7M | ||
| Q2 24 | $141.4M | $579.7M |
总债务OSKVRT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $602.3M | $2.9B | ||
| Q2 24 | $599.1M | $2.9B |
股东权益OSKVRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $4.5B | $3.9B | ||
| Q3 25 | $4.5B | $3.5B | ||
| Q2 25 | $4.5B | $3.1B | ||
| Q1 25 | $4.2B | $2.7B | ||
| Q4 24 | $4.2B | $2.4B | ||
| Q3 24 | $4.1B | $1.8B | ||
| Q2 24 | $3.9B | $1.5B |
总资产OSKVRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $10.1B | $12.2B | ||
| Q3 25 | $9.8B | $10.8B | ||
| Q2 25 | $10.0B | $10.4B | ||
| Q1 25 | $9.8B | $9.5B | ||
| Q4 24 | $9.4B | $9.1B | ||
| Q3 24 | $9.9B | $8.9B | ||
| Q2 24 | $9.7B | $8.1B |
负债/权益比OSKVRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | — | 0.93× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.20× | ||
| Q3 24 | 0.15× | 1.62× | ||
| Q2 24 | 0.15× | 1.91× |
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 | $600.1M | — |
| 自由现金流经营现金流 - 资本支出 | $540.3M | $652.8M |
| 自由现金流率自由现金流/营收 | 20.1% | 24.6% |
| 资本支出强度资本支出/营收 | 2.2% | 4.2% |
| 现金转化率经营现金流/净利润 | 4.49× | — |
| 过去12个月自由现金流最近4个季度 | $618.0M | $2.3B |
8季度趋势，按日历期对齐
经营现金流OSKVRT
| Q1 26 | — | — | ||
| Q4 25 | $600.1M | $978.9M | ||
| Q3 25 | $489.0M | $508.7M | ||
| Q2 25 | $89.2M | $322.9M | ||
| Q1 25 | $-394.9M | $303.3M | ||
| Q4 24 | $790.8M | $425.2M | ||
| Q3 24 | $326.1M | $378.2M | ||
| Q2 24 | $-211.0M | $378.4M |
自由现金流OSKVRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $540.3M | $885.6M | ||
| Q3 25 | $464.3M | $463.5M | ||
| Q2 25 | $48.6M | $277.9M | ||
| Q1 25 | $-435.2M | $266.8M | ||
| Q4 24 | $703.3M | $364.5M | ||
| Q3 24 | $272.2M | $341.8M | ||
| Q2 24 | $-250.5M | $344.3M |
自由现金流率OSKVRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 20.1% | 30.8% | ||
| Q3 25 | 17.3% | 17.3% | ||
| Q2 25 | 1.8% | 10.5% | ||
| Q1 25 | -18.8% | 13.1% | ||
| Q4 24 | 27.1% | 15.5% | ||
| Q3 24 | 9.9% | 16.5% | ||
| Q2 24 | -8.8% | 17.6% |
资本支出强度OSKVRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 2.2% | 3.2% | ||
| Q3 25 | 0.9% | 1.7% | ||
| Q2 25 | 1.5% | 1.7% | ||
| Q1 25 | 1.7% | 1.8% | ||
| Q4 24 | 3.4% | 2.6% | ||
| Q3 24 | 2.0% | 1.8% | ||
| Q2 24 | 1.4% | 1.7% |
现金转化率OSKVRT
| Q1 26 | — | — | ||
| Q4 25 | 4.49× | 2.20× | ||
| Q3 25 | 2.49× | 1.28× | ||
| Q2 25 | 0.44× | 1.00× | ||
| Q1 25 | -3.52× | 1.84× | ||
| Q4 24 | 5.17× | 2.89× | ||
| Q3 24 | 1.81× | 2.14× | ||
| Q2 24 | -1.25× | 2.12× |
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
OSK
| Vocational Segment | $922.4M | 34% |
| Aerial Works Platforms | $548.6M | 20% |
| Other Access Equipment | $311.8M | 12% |
| Telehandlers | $311.2M | 12% |
| Airport Products | $252.7M | 9% |
| Delivery Vehicles | $165.0M | 6% |
| Other Vocational | $130.7M | 5% |
| Transferred Over Time | $23.5M | 1% |
VRT
暂无分部数据
