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POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的1.5倍（$385.1M vs $251.2M），POWELL INDUSTRIES INC净利率更高（16.5% vs 2.0%，领先14.4%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 4.0%），POWELL INDUSTRIES INC自由现金流更多（$41.6M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs -0.8%）
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
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。
POWL vs SMP — 直观对比
营收规模更大
SMP
是对方的1.5倍
$251.2M
营收增速更快
SMP
高出8.1%
4.0%
净利率更高
POWL
高出14.4%
2.0%
自由现金流更多
POWL
多$79.2M
$-37.6M
两年增速更快
SMP
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $251.2M | $385.1M |
| 净利润 | $41.4M | $7.9M |
| 毛利率 | 28.4% | 31.7% |
| 营业利润率 | 17.0% | 5.6% |
| 净利率 | 16.5% | 2.0% |
| 营收同比 | 4.0% | 12.2% |
| 净利润同比 | 19.1% | 457.9% |
| 每股收益（稀释后） | $3.40 | $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POWLSMP
| Q4 25 | $251.2M | $385.1M | ||
| Q3 25 | $298.0M | $498.8M | ||
| Q2 25 | $286.3M | $493.9M | ||
| Q1 25 | $278.6M | $413.4M | ||
| Q4 24 | $241.4M | $343.4M | ||
| Q3 24 | $275.1M | $399.3M | ||
| Q2 24 | $288.2M | $389.8M | ||
| Q1 24 | $255.1M | $331.4M |
净利润POWLSMP
| Q4 25 | $41.4M | $7.9M | ||
| Q3 25 | $51.4M | $-4.3M | ||
| Q2 25 | $48.2M | $25.2M | ||
| Q1 25 | $46.3M | $12.6M | ||
| Q4 24 | $34.8M | $-2.2M | ||
| Q3 24 | $46.1M | $3.8M | ||
| Q2 24 | $46.2M | $17.1M | ||
| Q1 24 | $33.5M | $8.8M |
毛利率POWLSMP
| Q4 25 | 28.4% | 31.7% | ||
| Q3 25 | 31.4% | 32.4% | ||
| Q2 25 | 30.7% | 30.6% | ||
| Q1 25 | 29.9% | 30.2% | ||
| Q4 24 | 24.7% | 29.4% | ||
| Q3 24 | 29.2% | 30.4% | ||
| Q2 24 | 28.4% | 28.6% | ||
| Q1 24 | 24.6% | 27.0% |
营业利润率POWLSMP
| Q4 25 | 17.0% | 5.6% | ||
| Q3 25 | 21.2% | 9.5% | ||
| Q2 25 | 21.0% | 8.7% | ||
| Q1 25 | 21.1% | 5.9% | ||
| Q4 24 | 14.7% | 1.1% | ||
| Q3 24 | 20.4% | 9.3% | ||
| Q2 24 | 19.9% | 6.4% | ||
| Q1 24 | 15.5% | 4.4% |
净利率POWLSMP
| Q4 25 | 16.5% | 2.0% | ||
| Q3 25 | 17.3% | -0.9% | ||
| Q2 25 | 16.8% | 5.1% | ||
| Q1 25 | 16.6% | 3.0% | ||
| Q4 24 | 14.4% | -0.6% | ||
| Q3 24 | 16.7% | 1.0% | ||
| Q2 24 | 16.0% | 4.4% | ||
| Q1 24 | 13.1% | 2.7% |
每股收益（稀释后）POWLSMP
| Q4 25 | $3.40 | $0.34 | ||
| Q3 25 | $4.23 | $-0.19 | ||
| Q2 25 | $3.96 | $1.13 | ||
| Q1 25 | $3.81 | $0.56 | ||
| Q4 24 | $2.86 | $-0.09 | ||
| Q3 24 | $3.77 | $0.17 | ||
| Q2 24 | $3.79 | $0.77 | ||
| Q1 24 | $2.75 | $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 | $500.8M | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $668.9M | $683.7M |
| 总资产 | $1.1B | $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POWLSMP
| Q4 25 | $500.8M | — | ||
| Q3 25 | $475.5M | $87.2M | ||
| Q2 25 | $433.0M | $58.8M | ||
| Q1 25 | $389.3M | $50.3M | ||
| Q4 24 | $373.4M | $44.4M | ||
| Q3 24 | $358.4M | $26.3M | ||
| Q2 24 | $374.0M | $26.2M | ||
| Q1 24 | $365.3M | $27.1M |
总债务POWLSMP
| 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POWLSMP
| Q4 25 | $668.9M | $683.7M | ||
| Q3 25 | $640.8M | $677.4M | ||
| Q2 25 | $594.9M | $688.6M | ||
| Q1 25 | $541.4M | $638.0M | ||
| Q4 24 | $496.3M | $615.7M | ||
| Q3 24 | $483.1M | $638.8M | ||
| Q2 24 | $436.7M | $640.0M | ||
| Q1 24 | $393.8M | $639.1M |
总资产POWLSMP
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $2.0B | ||
| Q1 25 | $965.4M | $1.9B | ||
| Q4 24 | $912.7M | $1.8B | ||
| Q3 24 | $928.2M | $1.4B | ||
| Q2 24 | $869.0M | $1.4B | ||
| Q1 24 | $849.6M | $1.4B |
负债/权益比POWLSMP
| 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 | $43.6M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $41.6M | $-37.6M |
| 自由现金流率自由现金流/营收 | 16.6% | -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 | 1.05× | -3.59× |
| 过去12个月自由现金流最近4个季度 | $161.5M | $18.7M |
8季度趋势，按日历期对齐
经营现金流POWLSMP
| Q4 25 | $43.6M | $-28.2M | ||
| Q3 25 | $61.1M | $91.6M | ||
| Q2 25 | $47.4M | $54.3M | ||
| Q1 25 | $22.4M | $-60.2M | ||
| Q4 24 | $37.1M | $-1.5M | ||
| Q3 24 | $-6.0M | $88.3M | ||
| Q2 24 | $13.8M | $35.6M | ||
| Q1 24 | $17.0M | $-45.7M |
自由现金流POWLSMP
| Q4 25 | $41.6M | $-37.6M | ||
| Q3 25 | $59.3M | $81.5M | ||
| Q2 25 | $42.3M | $44.2M | ||
| Q1 25 | $18.3M | $-69.4M | ||
| Q4 24 | $34.9M | $-11.4M | ||
| Q3 24 | $-14.4M | $77.1M | ||
| Q2 24 | $12.4M | $22.7M | ||
| Q1 24 | $16.1M | $-55.8M |
自由现金流率POWLSMP
| Q4 25 | 16.6% | -9.8% | ||
| Q3 25 | 19.9% | 16.3% | ||
| Q2 25 | 14.8% | 8.9% | ||
| Q1 25 | 6.6% | -16.8% | ||
| Q4 24 | 14.4% | -3.3% | ||
| Q3 24 | -5.3% | 19.3% | ||
| Q2 24 | 4.3% | 5.8% | ||
| Q1 24 | 6.3% | -16.8% |
资本支出强度POWLSMP
| Q4 25 | 0.8% | 2.4% | ||
| Q3 25 | 0.6% | 2.0% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 0.9% | 2.9% | ||
| Q3 24 | 3.1% | 2.8% | ||
| Q2 24 | 0.5% | 3.3% | ||
| Q1 24 | 0.4% | 3.0% |
现金转化率POWLSMP
| Q4 25 | 1.05× | -3.59× | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 0.98× | 2.15× | ||
| Q1 25 | 0.48× | -4.79× | ||
| Q4 24 | 1.07× | — | ||
| Q3 24 | -0.13× | 23.19× | ||
| Q2 24 | 0.30× | 2.09× | ||
| Q1 24 | 0.51× | -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
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 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% |
