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派克汉尼汾(PH)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
派克汉尼汾的季度营收约是Raymond James Financial的1.3倍($5.2B vs $3.9B),Raymond James Financial同比增速更快(13.0% vs 9.1%),过去两年Raymond James Financial的营收复合增速更高(1.3% vs 1.0%)
派克汉尼汾(常简称为派克)是一家专注于运动与控制技术的美国企业,前身为派克电器公司,总部坐落于俄亥俄州大克利夫兰都市区的梅菲尔德高地,其技术及产品广泛应用于工业制造、航空航天等多个核心领域。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
PH vs RJF — 直观对比
营收规模更大
PH
是对方的1.3倍
$3.9B
营收增速更快
RJF
高出3.9%
9.1%
两年增速更快
RJF
近两年复合增速
1.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $3.9B |
| 净利润 | — | $544.0M |
| 毛利率 | 37.3% | — |
| 营业利润率 | 22.8% | — |
| 净利率 | — | 14.1% |
| 营收同比 | 9.1% | 13.0% |
| 净利润同比 | — | 10.0% |
| 每股收益(稀释后) | $6.60 | $2.83 |
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
PH
RJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $5.2B | $4.2B | ||
| Q3 25 | $5.1B | $4.2B | ||
| Q2 25 | $5.2B | $3.8B | ||
| Q1 25 | $5.0B | $3.8B | ||
| Q4 24 | $4.7B | $4.0B | ||
| Q3 24 | $4.9B | $4.0B | ||
| Q2 24 | $5.2B | $3.8B |
净利润
PH
RJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | — | $563.0M | ||
| Q3 25 | — | $604.0M | ||
| Q2 25 | $923.6M | $436.0M | ||
| Q1 25 | $961.2M | $495.0M | ||
| Q4 24 | $948.6M | $600.0M | ||
| Q3 24 | $698.5M | $602.0M | ||
| Q2 24 | $785.1M | $492.0M |
毛利率
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | 37.3% | — | ||
| Q3 25 | 37.5% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 36.9% | — | ||
| Q4 24 | 36.3% | — | ||
| Q3 24 | 36.8% | — | ||
| Q2 24 | 35.9% | — |
营业利润率
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | 22.8% | — | ||
| Q3 25 | 23.3% | — | ||
| Q2 25 | 22.7% | 14.7% | ||
| Q1 25 | 22.3% | 17.5% | ||
| Q4 24 | 20.9% | 18.6% | ||
| Q3 24 | 21.6% | — | ||
| Q2 24 | 21.1% | 17.1% |
净利率
PH
RJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | — | 13.5% | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | 17.6% | 11.3% | ||
| Q1 25 | 19.4% | 12.9% | ||
| Q4 24 | 20.0% | 14.9% | ||
| Q3 24 | 14.2% | 15.0% | ||
| Q2 24 | 15.1% | 13.1% |
每股收益(稀释后)
PH
RJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $6.60 | $2.79 | ||
| Q3 25 | $6.29 | $2.96 | ||
| Q2 25 | $7.16 | $2.12 | ||
| Q1 25 | $7.37 | $2.36 | ||
| Q4 24 | $7.25 | $2.86 | ||
| Q3 24 | $5.34 | $2.85 | ||
| Q2 24 | $6.06 | $2.31 |
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 | $427.0M | $5.4B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $14.3B | $52.0M |
| 总资产 | $30.5B | $91.9B |
| 负债/权益比越低杠杆越低 | 0.52× | — |
8季度趋势,按日历期对齐
现金及短期投资
PH
RJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $427.0M | $9.9B | ||
| Q3 25 | $473.0M | $11.4B | ||
| Q2 25 | $467.0M | $9.2B | ||
| Q1 25 | $408.7M | $9.7B | ||
| Q4 24 | $395.5M | $10.0B | ||
| Q3 24 | $371.1M | $11.0B | ||
| Q2 24 | $422.0M | $9.1B |
总债务
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.5B | — | ||
| Q2 25 | $7.5B | — | ||
| Q1 25 | $7.4B | — | ||
| Q4 24 | $6.7B | — | ||
| Q3 24 | $6.7B | — | ||
| Q2 24 | $7.2B | — |
股东权益
PH
RJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $14.3B | $12.6B | ||
| Q3 25 | $13.8B | $12.5B | ||
| Q2 25 | $13.7B | $12.3B | ||
| Q1 25 | $13.4B | $12.2B | ||
| Q4 24 | $13.1B | $11.9B | ||
| Q3 24 | $12.9B | $11.7B | ||
| Q2 24 | $12.1B | $11.2B |
总资产
PH
RJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $30.5B | $88.8B | ||
| Q3 25 | $30.7B | $88.2B | ||
| Q2 25 | $29.5B | $84.8B | ||
| Q1 25 | $28.9B | $83.1B | ||
| Q4 24 | $28.3B | $82.3B | ||
| Q3 24 | $29.6B | $83.0B | ||
| Q2 24 | $29.3B | $80.6B |
负债/权益比
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | 0.52× | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | 0.55× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.59× | — |
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 | $862.0M | — |
| 自由现金流经营现金流 - 资本支出 | $768.0M | — |
| 自由现金流率自由现金流/营收 | 14.8% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $3.3B | — |
8季度趋势,按日历期对齐
经营现金流
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | $862.0M | $-10.0M | ||
| Q3 25 | $782.0M | $796.0M | ||
| Q2 25 | $1.5B | $691.0M | ||
| Q1 25 | $630.0M | $117.0M | ||
| Q4 24 | $934.8M | $830.0M | ||
| Q3 24 | $744.0M | $510.0M | ||
| Q2 24 | $1.2B | $711.0M |
自由现金流
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | $768.0M | $-56.0M | ||
| Q3 25 | $693.0M | $752.0M | ||
| Q2 25 | $1.3B | $634.0M | ||
| Q1 25 | $542.4M | $71.0M | ||
| Q4 24 | $813.6M | $789.0M | ||
| Q3 24 | $648.7M | $460.0M | ||
| Q2 24 | $1.1B | $655.0M |
自由现金流率
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | -1.3% | ||
| Q3 25 | 13.6% | 17.9% | ||
| Q2 25 | 25.5% | 16.5% | ||
| Q1 25 | 10.9% | 1.8% | ||
| Q4 24 | 17.2% | 19.6% | ||
| Q3 24 | 13.2% | 11.5% | ||
| Q2 24 | 21.6% | 17.4% |
资本支出强度
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 1.1% | ||
| Q3 25 | 1.8% | 1.1% | ||
| Q2 25 | 2.5% | 1.5% | ||
| Q1 25 | 1.8% | 1.2% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | 1.9% | 1.2% | ||
| Q2 24 | 2.3% | 1.5% |
现金转化率
PH
RJF
| Q1 26 | — | — | ||
| Q4 25 | — | -0.02× | ||
| Q3 25 | — | 1.32× | ||
| Q2 25 | 1.59× | 1.58× | ||
| Q1 25 | 0.66× | 0.24× | ||
| Q4 24 | 0.99× | 1.38× | ||
| Q3 24 | 1.07× | 0.85× | ||
| Q2 24 | 1.58× | 1.45× |
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
PH
| Filtration And Engineered Materials | $1.5B | 28% |
| Other | $1.1B | 22% |
| Motion Systems | $893.0M | 17% |
| Commercial Aftermarket | $619.0M | 12% |
| Commercial Original Equipment Manufacturer | $561.0M | 11% |
| Defense Original Equipment Manufacturer | $305.0M | 6% |
| Defense Aftermarket | $221.0M | 4% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |