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Penguin Solutions, Inc.（PENG）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
STANDARD MOTOR PRODUCTS, INC.的季度营收约是Penguin Solutions, Inc.的1.1倍（$385.1M vs $343.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs 1.5%，领先0.5%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 0.6%），Penguin Solutions, Inc.自由现金流更多（$28.2M vs $-37.6M），过去两年Penguin Solutions, Inc.的营收复合增速更高（11.8% vs 7.8%）
企鹅解决方案公司旗下的兰波集团以拉姆齐解决方案品牌开展业务，是一家美国企业，业务涵盖个人理财、领导力发展、人际关系管理与职业发展相关产品与服务。该公司由戴夫·拉姆齐与妻子莎伦于1991年创立，总部位于田纳西州富兰克林。
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。
PENG vs SMP — 直观对比
营收规模更大
SMP
是对方的1.1倍
$343.1M
营收增速更快
SMP
高出11.6%
0.6%
净利率更高
SMP
高出0.5%
1.5%
自由现金流更多
PENG
多$65.8M
$-37.6M
两年增速更快
PENG
近两年复合增速
7.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $343.1M | $385.1M |
| 净利润 | $5.3M | $7.9M |
| 毛利率 | 28.0% | 31.7% |
| 营业利润率 | 5.7% | 5.6% |
| 净利率 | 1.5% | 2.0% |
| 营收同比 | 0.6% | 12.2% |
| 净利润同比 | 1.0% | 457.9% |
| 每股收益（稀释后） | $0.04 | $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PENGSMP
| Q4 25 | $343.1M | $385.1M | ||
| Q3 25 | $337.9M | $498.8M | ||
| Q2 25 | $324.3M | $493.9M | ||
| Q1 25 | $365.5M | $413.4M | ||
| Q4 24 | $341.1M | $343.4M | ||
| Q3 24 | $284.8M | $399.3M | ||
| Q2 24 | $300.6M | $389.8M | ||
| Q1 24 | — | $331.4M |
净利润PENGSMP
| Q4 25 | $5.3M | $7.9M | ||
| Q3 25 | $9.4M | $-4.3M | ||
| Q2 25 | $2.7M | $25.2M | ||
| Q1 25 | $8.1M | $12.6M | ||
| Q4 24 | $5.2M | $-2.2M | ||
| Q3 24 | — | $3.8M | ||
| Q2 24 | $5.6M | $17.1M | ||
| Q1 24 | — | $8.8M |
毛利率PENGSMP
| Q4 25 | 28.0% | 31.7% | ||
| Q3 25 | 28.6% | 32.4% | ||
| Q2 25 | 29.3% | 30.6% | ||
| Q1 25 | 28.6% | 30.2% | ||
| Q4 24 | 28.7% | 29.4% | ||
| Q3 24 | 28.8% | 30.4% | ||
| Q2 24 | 29.6% | 28.6% | ||
| Q1 24 | — | 27.0% |
营业利润率PENGSMP
| Q4 25 | 5.7% | 5.6% | ||
| Q3 25 | 3.7% | 9.5% | ||
| Q2 25 | 3.0% | 8.7% | ||
| Q1 25 | 5.1% | 5.9% | ||
| Q4 24 | 5.1% | 1.1% | ||
| Q3 24 | -1.2% | 9.3% | ||
| Q2 24 | 3.8% | 6.4% | ||
| Q1 24 | — | 4.4% |
净利率PENGSMP
| Q4 25 | 1.5% | 2.0% | ||
| Q3 25 | 2.8% | -0.9% | ||
| Q2 25 | 0.8% | 5.1% | ||
| Q1 25 | 2.2% | 3.0% | ||
| Q4 24 | 1.5% | -0.6% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | 1.9% | 4.4% | ||
| Q1 24 | — | 2.7% |
每股收益（稀释后）PENGSMP
| Q4 25 | $0.04 | $0.34 | ||
| Q3 25 | $0.10 | $-0.19 | ||
| Q2 25 | $-0.01 | $1.13 | ||
| Q1 25 | $0.09 | $0.56 | ||
| Q4 24 | $0.10 | $-0.09 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | $0.10 | $0.77 | ||
| Q1 24 | — | $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 | $461.5M | — |
| 总债务越低越好 | $462.3M | $618.7M |
| 股东权益账面价值 | $389.7M | $683.7M |
| 总资产 | $1.6B | $2.0B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资PENGSMP
| Q4 25 | $461.5M | — | ||
| Q3 25 | $453.8M | $87.2M | ||
| Q2 25 | $735.5M | $58.8M | ||
| Q1 25 | $647.0M | $50.3M | ||
| Q4 24 | $393.7M | $44.4M | ||
| Q3 24 | $389.5M | $26.3M | ||
| Q2 24 | $467.5M | $26.2M | ||
| Q1 24 | — | $27.1M |
总债务PENGSMP
| Q4 25 | $462.3M | $618.7M | ||
| Q3 25 | $461.8M | $589.5M | ||
| Q2 25 | $659.5M | $636.6M | ||
| Q1 25 | $658.8M | $650.6M | ||
| Q4 24 | $658.1M | $562.3M | ||
| Q3 24 | $657.3M | $142.8M | ||
| Q2 24 | $667.0M | $208.2M | ||
| Q1 24 | — | $214.9M |
股东权益PENGSMP
| Q4 25 | $389.7M | $683.7M | ||
| Q3 25 | $394.2M | $677.4M | ||
| Q2 25 | $584.8M | $688.6M | ||
| Q1 25 | $602.5M | $638.0M | ||
| Q4 24 | $400.4M | $615.7M | ||
| Q3 24 | $391.4M | $638.8M | ||
| Q2 24 | $423.4M | $640.0M | ||
| Q1 24 | — | $639.1M |
总资产PENGSMP
| Q4 25 | $1.6B | $2.0B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.8B | $1.9B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | — | $1.4B |
负债/权益比PENGSMP
| Q4 25 | 1.19× | 0.90× | ||
| Q3 25 | 1.17× | 0.87× | ||
| Q2 25 | 1.13× | 0.92× | ||
| Q1 25 | 1.09× | 1.02× | ||
| Q4 24 | 1.64× | 0.91× | ||
| Q3 24 | 1.68× | 0.22× | ||
| Q2 24 | 1.58× | 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 | $31.1M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $28.2M | $-37.6M |
| 自由现金流率自由现金流/营收 | 8.2% | -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 | 5.89× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $116.3M | $18.7M |
8季度趋势，按日历期对齐
经营现金流PENGSMP
| Q4 25 | $31.1M | $-28.2M | ||
| Q3 25 | $-70.4M | $91.6M | ||
| Q2 25 | $92.8M | $54.3M | ||
| Q1 25 | $72.9M | $-60.2M | ||
| Q4 24 | $13.8M | $-1.5M | ||
| Q3 24 | — | $88.3M | ||
| Q2 24 | $57.9M | $35.6M | ||
| Q1 24 | — | $-45.7M |
自由现金流PENGSMP
| Q4 25 | $28.2M | $-37.6M | ||
| Q3 25 | $-73.4M | $81.5M | ||
| Q2 25 | $90.9M | $44.2M | ||
| Q1 25 | $70.5M | $-69.4M | ||
| Q4 24 | $12.0M | $-11.4M | ||
| Q3 24 | — | $77.1M | ||
| Q2 24 | $48.9M | $22.7M | ||
| Q1 24 | — | $-55.8M |
自由现金流率PENGSMP
| Q4 25 | 8.2% | -9.8% | ||
| Q3 25 | -21.7% | 16.3% | ||
| Q2 25 | 28.0% | 8.9% | ||
| Q1 25 | 19.3% | -16.8% | ||
| Q4 24 | 3.5% | -3.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | 16.3% | 5.8% | ||
| Q1 24 | — | -16.8% |
资本支出强度PENGSMP
| Q4 25 | 0.8% | 2.4% | ||
| Q3 25 | 0.9% | 2.0% | ||
| Q2 25 | 0.6% | 2.1% | ||
| Q1 25 | 0.6% | 2.2% | ||
| Q4 24 | 0.5% | 2.9% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | 3.0% | 3.3% | ||
| Q1 24 | — | 3.0% |
现金转化率PENGSMP
| Q4 25 | 5.89× | -3.59× | ||
| Q3 25 | -7.47× | — | ||
| Q2 25 | 34.88× | 2.15× | ||
| Q1 25 | 9.02× | -4.79× | ||
| Q4 24 | 2.65× | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | 10.30× | 2.09× | ||
| Q1 24 | — | -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
PENG
| Integrated Memory Segment | $171.6M | 50% |
| Advanced Computing Segment | $115.7M | 34% |
| Optimized LED Segment | $55.7M | 16% |
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% |
