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UiPath, Inc.（PATH）与STANDARD MOTOR PRODUCTS, INC.（SMP）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.1倍（$411.1M vs $385.1M），UiPath, Inc.净利率更高（48.4% vs 2.0%，领先46.3%），UiPath, Inc.同比增速更快（15.9% vs 12.2%），UiPath, Inc.自由现金流更多（$25.1M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs 0.7%）
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
PATH vs SMP — 直观对比
营收规模更大
PATH
是对方的1.1倍
$385.1M
营收增速更快
PATH
高出3.8%
12.2%
净利率更高
PATH
高出46.3%
2.0%
自由现金流更多
PATH
多$62.7M
$-37.6M
两年增速更快
SMP
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $411.1M | $385.1M |
| 净利润 | $198.8M | $7.9M |
| 毛利率 | 83.3% | 31.7% |
| 营业利润率 | 3.2% | 5.6% |
| 净利率 | 48.4% | 2.0% |
| 营收同比 | 15.9% | 12.2% |
| 净利润同比 | 1966.2% | 457.9% |
| 每股收益（稀释后） | $0.37 | $0.34 |
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PATHSMP
| Q4 25 | $411.1M | $385.1M | ||
| Q3 25 | $361.7M | $498.8M | ||
| Q2 25 | $356.6M | $493.9M | ||
| Q1 25 | $423.6M | $413.4M | ||
| Q4 24 | $354.7M | $343.4M | ||
| Q3 24 | $316.3M | $399.3M | ||
| Q2 24 | $335.1M | $389.8M | ||
| Q1 24 | $405.3M | $331.4M |
净利润PATHSMP
| Q4 25 | $198.8M | $7.9M | ||
| Q3 25 | $1.6M | $-4.3M | ||
| Q2 25 | $-22.6M | $25.2M | ||
| Q1 25 | $51.8M | $12.6M | ||
| Q4 24 | $-10.7M | $-2.2M | ||
| Q3 24 | $-86.1M | $3.8M | ||
| Q2 24 | $-28.7M | $17.1M | ||
| Q1 24 | $33.9M | $8.8M |
毛利率PATHSMP
| Q4 25 | 83.3% | 31.7% | ||
| Q3 25 | 82.2% | 32.4% | ||
| Q2 25 | 82.1% | 30.6% | ||
| Q1 25 | 84.8% | 30.2% | ||
| Q4 24 | 82.0% | 29.4% | ||
| Q3 24 | 80.0% | 30.4% | ||
| Q2 24 | 83.5% | 28.6% | ||
| Q1 24 | 86.8% | 27.0% |
营业利润率PATHSMP
| Q4 25 | 3.2% | 5.6% | ||
| Q3 25 | -5.6% | 9.5% | ||
| Q2 25 | -4.6% | 8.7% | ||
| Q1 25 | 7.9% | 5.9% | ||
| Q4 24 | -12.2% | 1.1% | ||
| Q3 24 | -32.7% | 9.3% | ||
| Q2 24 | -14.8% | 6.4% | ||
| Q1 24 | 3.7% | 4.4% |
净利率PATHSMP
| Q4 25 | 48.4% | 2.0% | ||
| Q3 25 | 0.4% | -0.9% | ||
| Q2 25 | -6.3% | 5.1% | ||
| Q1 25 | 12.2% | 3.0% | ||
| Q4 24 | -3.0% | -0.6% | ||
| Q3 24 | -27.2% | 1.0% | ||
| Q2 24 | -8.6% | 4.4% | ||
| Q1 24 | 8.4% | 2.7% |
每股收益（稀释后）PATHSMP
| Q4 25 | $0.37 | $0.34 | ||
| Q3 25 | $0.00 | $-0.19 | ||
| Q2 25 | $-0.04 | $1.13 | ||
| Q1 25 | $0.09 | $0.56 | ||
| Q4 24 | $-0.02 | $-0.09 | ||
| Q3 24 | $-0.15 | $0.17 | ||
| Q2 24 | $-0.05 | $0.77 | ||
| Q1 24 | $0.07 | $0.39 |
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 | $1.4B | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $1.9B | $683.7M |
| 总资产 | $2.9B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资PATHSMP
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $87.2M | ||
| Q2 25 | $1.6B | $58.8M | ||
| Q1 25 | $1.6B | $50.3M | ||
| Q4 24 | $1.6B | $44.4M | ||
| Q3 24 | $1.7B | $26.3M | ||
| Q2 24 | $1.9B | $26.2M | ||
| Q1 24 | $1.9B | $27.1M |
总债务PATHSMP
| Q4 25 | — | $618.7M | ||
| Q3 25 | — | $589.5M | ||
| Q2 25 | — | $636.6M | ||
| Q1 25 | — | $650.6M | ||
| Q4 24 | — | $562.3M | ||
| Q3 24 | — | $142.8M | ||
| Q2 24 | — | $208.2M | ||
| Q1 24 | — | $214.9M |
股东权益PATHSMP
| Q4 25 | $1.9B | $683.7M | ||
| Q3 25 | $1.7B | $677.4M | ||
| Q2 25 | $1.7B | $688.6M | ||
| Q1 25 | $1.8B | $638.0M | ||
| Q4 24 | $1.7B | $615.7M | ||
| Q3 24 | $1.8B | $638.8M | ||
| Q2 24 | $2.0B | $640.0M | ||
| Q1 24 | $2.0B | $639.1M |
总资产PATHSMP
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | $2.6B | $2.0B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.7B | $1.8B | ||
| Q3 24 | $2.7B | $1.4B | ||
| Q2 24 | $2.8B | $1.4B | ||
| Q1 24 | $3.0B | $1.4B |
负债/权益比PATHSMP
| Q4 25 | — | 0.90× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.91× | ||
| Q3 24 | — | 0.22× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 0.34× |
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 | $28.3M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $25.1M | $-37.6M |
| 自由现金流率自由现金流/营收 | 6.1% | -9.8% |
| 资本支出强度资本支出/营收 | 0.8% | 2.4% |
| 现金转化率经营现金流/净利润 | 0.14× | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势，按日历期对齐
经营现金流PATHSMP
| Q4 25 | $28.3M | $-28.2M | ||
| Q3 25 | $41.6M | $91.6M | ||
| Q2 25 | $119.0M | $54.3M | ||
| Q1 25 | $146.1M | $-60.2M | ||
| Q4 24 | $28.1M | $-1.5M | ||
| Q3 24 | $46.4M | $88.3M | ||
| Q2 24 | $100.0M | $35.6M | ||
| Q1 24 | $145.6M | $-45.7M |
自由现金流PATHSMP
| Q4 25 | $25.1M | $-37.6M | ||
| Q3 25 | — | $81.5M | ||
| Q2 25 | $106.2M | $44.2M | ||
| Q1 25 | $138.7M | $-69.4M | ||
| Q4 24 | $23.2M | $-11.4M | ||
| Q3 24 | $45.0M | $77.1M | ||
| Q2 24 | $98.8M | $22.7M | ||
| Q1 24 | $141.8M | $-55.8M |
自由现金流率PATHSMP
| Q4 25 | 6.1% | -9.8% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | 29.8% | 8.9% | ||
| Q1 25 | 32.7% | -16.8% | ||
| Q4 24 | 6.5% | -3.3% | ||
| Q3 24 | 14.2% | 19.3% | ||
| Q2 24 | 29.5% | 5.8% | ||
| Q1 24 | 35.0% | -16.8% |
资本支出强度PATHSMP
| Q4 25 | 0.8% | 2.4% | ||
| Q3 25 | 0.0% | 2.0% | ||
| Q2 25 | 3.6% | 2.1% | ||
| Q1 25 | 1.7% | 2.2% | ||
| Q4 24 | 1.4% | 2.9% | ||
| Q3 24 | 0.4% | 2.8% | ||
| Q2 24 | 0.4% | 3.3% | ||
| Q1 24 | 0.9% | 3.0% |
现金转化率PATHSMP
| Q4 25 | 0.14× | -3.59× | ||
| Q3 25 | 26.25× | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | 2.82× | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | — | 2.09× | ||
| Q1 24 | 4.29× | -5.18× |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
