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滨特尔(PNR)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
STIFEL FINANCIAL CORP的季度营收约是滨特尔的1.1倍($1.1B vs $1.0B),STIFEL FINANCIAL CORP净利率更高(23.5% vs 16.6%,领先6.8%),STIFEL FINANCIAL CORP同比增速更快(23.0% vs 2.6%),STIFEL FINANCIAL CORP自由现金流更多($369.0M vs $-85.7M),过去两年STIFEL FINANCIAL CORP的营收复合增速更高(21.1% vs -2.9%)
滨特尔(股票代码PNR)是知名水处理企业,注册地位于爱尔兰,税务居民身份归属英国,美国区总部设于明尼苏达州金谷市。品牌起源于美国,2017年数据显示其65%的营收来自美国和加拿大,2014年集团完成架构重组,注册地由瑞士变更为爱尔兰。
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。
PNR vs SF — 直观对比
营收规模更大
SF
是对方的1.1倍
$1.0B
营收增速更快
SF
高出20.4%
2.6%
净利率更高
SF
高出6.8%
16.6%
自由现金流更多
SF
多$454.7M
$-85.7M
两年增速更快
SF
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $172.4M | $264.4M |
| 毛利率 | 41.8% | — |
| 营业利润率 | 20.3% | 27.3% |
| 净利率 | 16.6% | 23.5% |
| 营收同比 | 2.6% | 23.0% |
| 净利润同比 | 11.3% | 8.3% |
| 每股收益(稀释后) | — | $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
PNR
SF
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $962.6M | ||
| Q2 25 | $1.1B | $838.9M | ||
| Q1 25 | $1.0B | $842.5M | ||
| Q4 24 | $972.9M | $916.0M | ||
| Q3 24 | $993.4M | $810.9M | ||
| Q2 24 | $1.1B | $798.9M |
净利润
PNR
SF
| Q1 26 | $172.4M | — | ||
| Q4 25 | $166.1M | $264.4M | ||
| Q3 25 | $184.3M | $211.4M | ||
| Q2 25 | $148.5M | $155.1M | ||
| Q1 25 | $154.9M | $53.0M | ||
| Q4 24 | $166.4M | $244.0M | ||
| Q3 24 | $139.6M | $158.5M | ||
| Q2 24 | $186.1M | $165.3M |
毛利率
PNR
SF
| Q1 26 | 41.8% | — | ||
| Q4 25 | 40.4% | — | ||
| Q3 25 | 41.0% | — | ||
| Q2 25 | 40.7% | — | ||
| Q1 25 | 39.9% | — | ||
| Q4 24 | 38.8% | — | ||
| Q3 24 | 39.6% | — | ||
| Q2 24 | 39.8% | — |
营业利润率
PNR
SF
| Q1 26 | 20.3% | — | ||
| Q4 25 | 20.1% | 27.3% | ||
| Q3 25 | 22.7% | 29.7% | ||
| Q2 25 | 19.4% | 25.5% | ||
| Q1 25 | 20.1% | 7.5% | ||
| Q4 24 | 20.1% | 29.1% | ||
| Q3 24 | 18.1% | 26.7% | ||
| Q2 24 | 22.6% | 28.4% |
净利率
PNR
SF
| Q1 26 | 16.6% | — | ||
| Q4 25 | 16.3% | 23.5% | ||
| Q3 25 | 18.0% | 22.0% | ||
| Q2 25 | 13.2% | 18.5% | ||
| Q1 25 | 15.3% | 6.3% | ||
| Q4 24 | 17.1% | 26.6% | ||
| Q3 24 | 14.1% | 19.5% | ||
| Q2 24 | 16.9% | 20.7% |
每股收益(稀释后)
PNR
SF
| Q1 26 | — | — | ||
| Q4 25 | $1.01 | $2.30 | ||
| Q3 25 | $1.12 | $1.84 | ||
| Q2 25 | $0.90 | $1.34 | ||
| Q1 25 | $0.93 | $0.39 | ||
| Q4 24 | $0.99 | $2.10 | ||
| Q3 24 | $0.84 | $1.34 | ||
| Q2 24 | $1.11 | $1.41 |
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 | $67.7M | $2.3B |
| 总债务越低越好 | $1.9B | $617.4M |
| 股东权益账面价值 | $3.8B | $6.0B |
| 总资产 | $7.1B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.51× | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
PNR
SF
| Q1 26 | $67.7M | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $128.4M | $3.2B | ||
| Q2 25 | $143.0M | $1.9B | ||
| Q1 25 | $140.6M | $2.7B | ||
| Q4 24 | $118.7M | $2.6B | ||
| Q3 24 | $218.1M | $1.9B | ||
| Q2 24 | $214.3M | $2.6B |
总债务
PNR
SF
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.6B | $617.4M | ||
| Q3 25 | $1.6B | $617.2M | ||
| Q2 25 | $1.4B | $617.0M | ||
| Q1 25 | $1.8B | $616.8M | ||
| Q4 24 | $1.6B | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | $1.8B | $1.1B |
股东权益
PNR
SF
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.9B | $6.0B | ||
| Q3 25 | $3.8B | $5.8B | ||
| Q2 25 | $3.7B | $5.6B | ||
| Q1 25 | $3.6B | $5.5B | ||
| Q4 24 | $3.6B | $5.7B | ||
| Q3 24 | $3.5B | $5.6B | ||
| Q2 24 | $3.4B | $5.4B |
总资产
PNR
SF
| Q1 26 | $7.1B | — | ||
| Q4 25 | $6.9B | $41.3B | ||
| Q3 25 | $6.8B | $41.7B | ||
| Q2 25 | $6.5B | $39.9B | ||
| Q1 25 | $6.7B | $40.4B | ||
| Q4 24 | $6.4B | $39.9B | ||
| Q3 24 | $6.5B | $38.9B | ||
| Q2 24 | $6.5B | $37.8B |
负债/权益比
PNR
SF
| Q1 26 | 0.51× | — | ||
| Q4 25 | 0.42× | 0.10× | ||
| Q3 25 | 0.42× | 0.11× | ||
| Q2 25 | 0.38× | 0.11× | ||
| Q1 25 | 0.51× | 0.11× | ||
| Q4 24 | 0.46× | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 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 | — | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $-85.7M | $369.0M |
| 自由现金流率自由现金流/营收 | -8.3% | 32.7% |
| 资本支出强度资本支出/营收 | 1.8% | 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 | $716.0M | $1.1B |
8季度趋势,按日历期对齐
经营现金流
PNR
SF
| Q1 26 | — | — | ||
| Q4 25 | $50.8M | $382.4M | ||
| Q3 25 | $196.3M | $338.3M | ||
| Q2 25 | $606.6M | $607.5M | ||
| Q1 25 | $-38.9M | $-211.2M | ||
| Q4 24 | $86.5M | $694.6M | ||
| Q3 24 | $248.6M | $198.3M | ||
| Q2 24 | $539.2M | $207.2M |
自由现金流
PNR
SF
| Q1 26 | $-85.7M | — | ||
| Q4 25 | $27.1M | $369.0M | ||
| Q3 25 | $178.9M | $321.1M | ||
| Q2 25 | $595.7M | $592.7M | ||
| Q1 25 | $-55.7M | $-227.8M | ||
| Q4 24 | $63.8M | $677.2M | ||
| Q3 24 | $233.2M | $185.6M | ||
| Q2 24 | $522.2M | $173.3M |
自由现金流率
PNR
SF
| Q1 26 | -8.3% | — | ||
| Q4 25 | 2.7% | 32.7% | ||
| Q3 25 | 17.5% | 33.4% | ||
| Q2 25 | 53.0% | 70.6% | ||
| Q1 25 | -5.5% | -27.0% | ||
| Q4 24 | 6.6% | 73.9% | ||
| Q3 24 | 23.5% | 22.9% | ||
| Q2 24 | 47.5% | 21.7% |
资本支出强度
PNR
SF
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.3% | 1.2% | ||
| Q3 25 | 1.7% | 1.8% | ||
| Q2 25 | 1.0% | 1.8% | ||
| Q1 25 | 1.7% | 2.0% | ||
| Q4 24 | 2.3% | 1.9% | ||
| Q3 24 | 1.6% | 1.6% | ||
| Q2 24 | 1.5% | 4.2% |
现金转化率
PNR
SF
| Q1 26 | — | — | ||
| Q4 25 | 0.31× | 1.45× | ||
| Q3 25 | 1.07× | 1.60× | ||
| Q2 25 | 4.08× | 3.92× | ||
| Q1 25 | -0.25× | -3.99× | ||
| Q4 24 | 0.52× | 2.85× | ||
| Q3 24 | 1.78× | 1.25× | ||
| Q2 24 | 2.90× | 1.25× |
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
PNR
| Water Solutions | $391.0M | 38% |
| Pool | $387.1M | 37% |
| Flow | $258.1M | 25% |
SF
暂无分部数据