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RAYONIER ADVANCED MATERIALS INC.（RYAM）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
RAYONIER ADVANCED MATERIALS INC.的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.1倍（$417.5M vs $385.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -5.0%，领先7.1%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -1.2%），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs 3.8%）
RYAM（原雷尼尔先进材料公司）是一家美国全球性纤维素技术企业，主打高纯度特种纤维素产品，所生产的天然聚合物广泛应用于过滤器生产、食品加工、医药制造及各类工业领域，同时也为造纸和包装行业供应相关产品，在纤维素技术领域拥有较高的行业认可度。
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。
RYAM vs SMP — 直观对比
营收规模更大
RYAM
是对方的1.1倍
$385.1M
营收增速更快
SMP
高出13.3%
-1.2%
净利率更高
SMP
高出7.1%
-5.0%
两年增速更快
SMP
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $417.5M | $385.1M |
| 净利润 | $-21.1M | $7.9M |
| 毛利率 | 8.9% | 31.7% |
| 营业利润率 | 2.6% | 5.6% |
| 净利率 | -5.0% | 2.0% |
| 营收同比 | -1.2% | 12.2% |
| 净利润同比 | -31.9% | 457.9% |
| 每股收益（稀释后） | $-0.33 | $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RYAMSMP
| Q4 25 | $417.5M | $385.1M | ||
| Q3 25 | $352.8M | $498.8M | ||
| Q2 25 | $340.0M | $493.9M | ||
| Q1 25 | $356.0M | $413.4M | ||
| Q4 24 | $422.5M | $343.4M | ||
| Q3 24 | $401.1M | $399.3M | ||
| Q2 24 | $419.0M | $389.8M | ||
| Q1 24 | $387.7M | $331.4M |
净利润RYAMSMP
| Q4 25 | $-21.1M | $7.9M | ||
| Q3 25 | $-4.5M | $-4.3M | ||
| Q2 25 | $-363.2M | $25.2M | ||
| Q1 25 | $-32.0M | $12.6M | ||
| Q4 24 | $-16.0M | $-2.2M | ||
| Q3 24 | $-32.6M | $3.8M | ||
| Q2 24 | $11.4M | $17.1M | ||
| Q1 24 | $-1.6M | $8.8M |
毛利率RYAMSMP
| Q4 25 | 8.9% | 31.7% | ||
| Q3 25 | 9.7% | 32.4% | ||
| Q2 25 | 7.0% | 30.6% | ||
| Q1 25 | 6.8% | 30.2% | ||
| Q4 24 | 8.7% | 29.4% | ||
| Q3 24 | 10.9% | 30.4% | ||
| Q2 24 | 11.5% | 28.6% | ||
| Q1 24 | 9.5% | 27.0% |
营业利润率RYAMSMP
| Q4 25 | 2.6% | 5.6% | ||
| Q3 25 | 2.8% | 9.5% | ||
| Q2 25 | -0.4% | 8.7% | ||
| Q1 25 | -4.2% | 5.9% | ||
| Q4 24 | 2.6% | 1.1% | ||
| Q3 24 | -4.2% | 9.3% | ||
| Q2 24 | 6.7% | 6.4% | ||
| Q1 24 | 4.4% | 4.4% |
净利率RYAMSMP
| Q4 25 | -5.0% | 2.0% | ||
| Q3 25 | -1.3% | -0.9% | ||
| Q2 25 | -106.8% | 5.1% | ||
| Q1 25 | -9.0% | 3.0% | ||
| Q4 24 | -3.8% | -0.6% | ||
| Q3 24 | -8.1% | 1.0% | ||
| Q2 24 | 2.7% | 4.4% | ||
| Q1 24 | -0.4% | 2.7% |
每股收益（稀释后）RYAMSMP
| Q4 25 | $-0.33 | $0.34 | ||
| Q3 25 | $-0.07 | $-0.19 | ||
| Q2 25 | $-5.44 | $1.13 | ||
| Q1 25 | $-0.49 | $0.56 | ||
| Q4 24 | $-0.25 | $-0.09 | ||
| Q3 24 | $-0.49 | $0.17 | ||
| Q2 24 | $0.17 | $0.77 | ||
| Q1 24 | $-0.02 | $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 | $75.4M | — |
| 总债务越低越好 | $758.1M | $618.7M |
| 股东权益账面价值 | $316.6M | $683.7M |
| 总资产 | $1.8B | $2.0B |
| 负债/权益比越低杠杆越低 | 2.39× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资RYAMSMP
| Q4 25 | $75.4M | — | ||
| Q3 25 | $77.0M | $87.2M | ||
| Q2 25 | $70.7M | $58.8M | ||
| Q1 25 | $129.9M | $50.3M | ||
| Q4 24 | $125.2M | $44.4M | ||
| Q3 24 | $136.1M | $26.3M | ||
| Q2 24 | $114.1M | $26.2M | ||
| Q1 24 | $54.6M | $27.1M |
总债务RYAMSMP
| Q4 25 | $758.1M | $618.7M | ||
| Q3 25 | $763.5M | $589.5M | ||
| Q2 25 | $720.4M | $636.6M | ||
| Q1 25 | $707.0M | $650.6M | ||
| Q4 24 | $706.4M | $562.3M | ||
| Q3 24 | $747.7M | $142.8M | ||
| Q2 24 | $752.8M | $208.2M | ||
| Q1 24 | $755.6M | $214.9M |
股东权益RYAMSMP
| Q4 25 | $316.6M | $683.7M | ||
| Q3 25 | $338.2M | $677.4M | ||
| Q2 25 | $342.3M | $688.6M | ||
| Q1 25 | $688.1M | $638.0M | ||
| Q4 24 | $713.9M | $615.7M | ||
| Q3 24 | $732.7M | $638.8M | ||
| Q2 24 | $755.1M | $640.0M | ||
| Q1 24 | $741.8M | $639.1M |
总资产RYAMSMP
| Q4 25 | $1.8B | $2.0B | ||
| Q3 25 | $1.8B | $2.0B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $2.1B | $1.9B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B | ||
| Q1 24 | $2.1B | $1.4B |
负债/权益比RYAMSMP
| Q4 25 | 2.39× | 0.90× | ||
| Q3 25 | 2.26× | 0.87× | ||
| Q2 25 | 2.10× | 0.92× | ||
| Q1 25 | 1.03× | 1.02× | ||
| Q4 24 | 0.99× | 0.91× | ||
| Q3 24 | 1.02× | 0.22× | ||
| Q2 24 | 1.00× | 0.33× | ||
| Q1 24 | 1.02× | 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 | $32.3M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-37.6M |
| 自由现金流率自由现金流/营收 | — | -9.8% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势，按日历期对齐
经营现金流RYAMSMP
| Q4 25 | $32.3M | $-28.2M | ||
| Q3 25 | $-17.8M | $91.6M | ||
| Q2 25 | $-30.2M | $54.3M | ||
| Q1 25 | $39.6M | $-60.2M | ||
| Q4 24 | $54.9M | $-1.5M | ||
| Q3 24 | $49.8M | $88.3M | ||
| Q2 24 | $87.6M | $35.6M | ||
| Q1 24 | $11.3M | $-45.7M |
自由现金流RYAMSMP
| Q4 25 | — | $-37.6M | ||
| Q3 25 | — | $81.5M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $-69.4M | ||
| Q4 24 | — | $-11.4M | ||
| Q3 24 | — | $77.1M | ||
| Q2 24 | — | $22.7M | ||
| Q1 24 | — | $-55.8M |
自由现金流率RYAMSMP
| Q4 25 | — | -9.8% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | -16.8% | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | -16.8% |
资本支出强度RYAMSMP
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 3.0% |
现金转化率RYAMSMP
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.15× | ||
| Q1 25 | — | -4.79× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.19× | ||
| Q2 24 | 7.69× | 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
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
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% |
