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Pool Corporation(POOL)与StandardAero, Inc.(SARO)财务数据对比。点击上方公司名可切换其他公司
StandardAero, Inc.的季度营收约是Pool Corporation的1.4倍($1.6B vs $1.1B),StandardAero, Inc.净利率更高(4.9% vs 4.7%,领先0.2%),StandardAero, Inc.同比增速更快(13.5% vs 6.2%),过去两年StandardAero, Inc.的营收复合增速更高(13.8% vs -19.8%)
Pool Corporation(简称POOLCORP)是全球最大的游泳池用品、设备及机械分销商,注册地为美国特拉华州,总部位于路易斯安那州卡温顿。公司在北美、欧洲、澳大利亚运营439个销售中心,服务约12.5万客户,过半收入来自美国加州、得州、佛罗里达及亚利桑那市场,受益于人口向温暖气候区迁移的趋势。
StandardAero Inc.是总部位于美国亚利桑那州斯科茨代尔的专业维护、维修及大修(MRO)服务提供商,深耕相关领域多年,服务覆盖航空等多个行业,可为客户提供高效可靠的定制化运维解决方案。
POOL vs SARO — 直观对比
营收规模更大
SARO
是对方的1.4倍
$1.1B
营收增速更快
SARO
高出7.3%
6.2%
净利率更高
SARO
高出0.2%
4.7%
两年增速更快
SARO
近两年复合增速
-19.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $53.2M | $78.6M |
| 毛利率 | 29.0% | 13.8% |
| 营业利润率 | 7.3% | 9.3% |
| 净利率 | 4.7% | 4.9% |
| 营收同比 | 6.2% | 13.5% |
| 净利润同比 | -0.6% | 659.6% |
| 每股收益(稀释后) | $1.45 | $0.24 |
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
POOL
SARO
| Q1 26 | $1.1B | — | ||
| Q4 25 | $982.2M | $1.6B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $987.5M | $1.4B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.8B | $1.3B |
净利润
POOL
SARO
| Q1 26 | $53.2M | — | ||
| Q4 25 | $31.6M | $78.6M | ||
| Q3 25 | $127.0M | $68.1M | ||
| Q2 25 | $194.3M | $67.7M | ||
| Q1 25 | $53.5M | $62.9M | ||
| Q4 24 | $37.3M | $-14.1M | ||
| Q3 24 | $125.7M | $16.4M | ||
| Q2 24 | $192.4M | $5.4M |
毛利率
POOL
SARO
| Q1 26 | 29.0% | — | ||
| Q4 25 | 30.1% | 13.8% | ||
| Q3 25 | 29.6% | 14.9% | ||
| Q2 25 | 30.0% | 15.4% | ||
| Q1 25 | 29.2% | 15.2% | ||
| Q4 24 | 29.4% | 14.3% | ||
| Q3 24 | 29.1% | 15.0% | ||
| Q2 24 | 30.0% | 13.7% |
营业利润率
POOL
SARO
| Q1 26 | 7.3% | — | ||
| Q4 25 | 5.3% | 9.3% | ||
| Q3 25 | 12.3% | 9.2% | ||
| Q2 25 | 15.3% | 8.9% | ||
| Q1 25 | 7.2% | 9.0% | ||
| Q4 24 | 6.1% | 6.7% | ||
| Q3 24 | 12.3% | 7.9% | ||
| Q2 24 | 15.3% | 7.8% |
净利率
POOL
SARO
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.2% | 4.9% | ||
| Q3 25 | 8.8% | 4.5% | ||
| Q2 25 | 10.9% | 4.4% | ||
| Q1 25 | 5.0% | 4.4% | ||
| Q4 24 | 3.8% | -1.0% | ||
| Q3 24 | 8.8% | 1.3% | ||
| Q2 24 | 10.9% | 0.4% |
每股收益(稀释后)
POOL
SARO
| Q1 26 | $1.45 | — | ||
| Q4 25 | $0.86 | $0.24 | ||
| Q3 25 | $3.40 | $0.20 | ||
| Q2 25 | $5.17 | $0.20 | ||
| Q1 25 | $1.42 | $0.19 | ||
| Q4 24 | $1.00 | $-0.05 | ||
| Q3 24 | $3.27 | $0.06 | ||
| Q2 24 | $4.99 | $0.02 |
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 | $64.5M | — |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | — | $2.7B |
| 总资产 | $4.0B | $6.6B |
| 负债/权益比越低杠杆越低 | — | 0.83× |
8季度趋势,按日历期对齐
现金及短期投资
POOL
SARO
| Q1 26 | $64.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务
POOL
SARO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $1.0B | $2.3B | ||
| Q2 25 | $1.2B | $2.3B | ||
| Q1 25 | $968.0M | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | $879.1M | $3.4B | ||
| Q2 24 | $1.1B | — |
股东权益
POOL
SARO
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $2.7B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.3B | $2.5B | ||
| Q1 25 | $1.2B | $2.4B | ||
| Q4 24 | $1.3B | $2.4B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.2B |
总资产
POOL
SARO
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.6B | $6.6B | ||
| Q3 25 | $3.5B | $6.6B | ||
| Q2 25 | $3.7B | $6.5B | ||
| Q1 25 | $3.7B | $6.5B | ||
| Q4 24 | $3.4B | $6.2B | ||
| Q3 24 | $3.4B | $6.1B | ||
| Q2 24 | $3.6B | — |
负债/权益比
POOL
SARO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.83× | ||
| Q3 25 | 0.76× | 0.90× | ||
| Q2 25 | 0.93× | 0.92× | ||
| Q1 25 | 0.78× | 0.96× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | 0.61× | 2.94× | ||
| Q2 24 | 0.75× | — |
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 | $25.7M | $323.0M |
| 自由现金流经营现金流 - 资本支出 | — | $307.3M |
| 自由现金流率自由现金流/营收 | — | 19.2% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 0.48× | 4.11× |
| 过去12个月自由现金流最近4个季度 | — | $234.3M |
8季度趋势,按日历期对齐
经营现金流
POOL
SARO
| Q1 26 | $25.7M | — | ||
| Q4 25 | $80.1M | $323.0M | ||
| Q3 25 | $287.3M | $14.8M | ||
| Q2 25 | $-28.8M | $2.9M | ||
| Q1 25 | $27.2M | $-24.0M | ||
| Q4 24 | $170.6M | — | ||
| Q3 24 | $316.5M | $-13.9M | ||
| Q2 24 | $26.7M | — |
自由现金流
POOL
SARO
| Q1 26 | — | — | ||
| Q4 25 | $71.9M | $307.3M | ||
| Q3 25 | $266.6M | $-4.7M | ||
| Q2 25 | $-42.9M | $-19.0M | ||
| Q1 25 | $13.9M | $-49.3M | ||
| Q4 24 | $157.0M | — | ||
| Q3 24 | $305.5M | $-39.2M | ||
| Q2 24 | $8.8M | — |
自由现金流率
POOL
SARO
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | 19.2% | ||
| Q3 25 | 18.4% | -0.3% | ||
| Q2 25 | -2.4% | -1.2% | ||
| Q1 25 | 1.3% | -3.4% | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 21.3% | -3.1% | ||
| Q2 24 | 0.5% | — |
资本支出强度
POOL
SARO
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 1.0% | ||
| Q3 25 | 1.4% | 1.3% | ||
| Q2 25 | 0.8% | 1.4% | ||
| Q1 25 | 1.2% | 1.8% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 0.8% | 2.0% | ||
| Q2 24 | 1.0% | — |
现金转化率
POOL
SARO
| Q1 26 | 0.48× | — | ||
| Q4 25 | 2.54× | 4.11× | ||
| Q3 25 | 2.26× | 0.22× | ||
| Q2 25 | -0.15× | 0.04× | ||
| Q1 25 | 0.51× | -0.38× | ||
| Q4 24 | 4.57× | — | ||
| Q3 24 | 2.52× | -0.84× | ||
| Q2 24 | 0.14× | — |
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
POOL
暂无分部数据
SARO
| Commercial Aerospace | $1.0B | 63% |
| Business Aviation | $266.2M | 17% |
| Military And Helicopter | $262.0M | 16% |
| Other | $68.1M | 4% |