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STEPAN CO（SCL）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
STEPAN CO的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.6倍（$604.5M vs $385.1M），STEPAN CO净利率更高（3.3% vs 2.0%，领先1.2%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 1.9%），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs 4.2%）
斯特潘公司是一家美国特种化学品制造商，总部位于伊利诺伊州诺斯布鲁克，1932年由小阿尔弗雷德·C·斯特潘创立，现有约2000名员工，目前由创始人的孙子小F·奎因·斯特潘执掌。该公司是全球最大的阴离子表面活性剂商品生产商，产品用于提升洗涤剂、洗发水、牙膏及化妆品的起泡与清洁能力。
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。
SCL vs SMP — 直观对比
营收规模更大
SCL
是对方的1.6倍
$385.1M
营收增速更快
SMP
高出10.3%
1.9%
净利率更高
SCL
高出1.2%
2.0%
两年增速更快
SMP
近两年复合增速
4.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $604.5M | $385.1M |
| 净利润 | $19.7M | $7.9M |
| 毛利率 | 10.7% | 31.7% |
| 营业利润率 | 4.7% | 5.6% |
| 净利率 | 3.3% | 2.0% |
| 营收同比 | 1.9% | 12.2% |
| 净利润同比 | — | 457.9% |
| 每股收益（稀释后） | $0.86 | $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SCLSMP
| Q1 26 | $604.5M | — | ||
| Q4 25 | $553.9M | $385.1M | ||
| Q3 25 | $590.3M | $498.8M | ||
| Q2 25 | $594.7M | $493.9M | ||
| Q1 25 | $593.3M | $413.4M | ||
| Q4 24 | $525.6M | $343.4M | ||
| Q3 24 | $546.8M | $399.3M | ||
| Q2 24 | $556.4M | $389.8M |
净利润SCLSMP
| Q1 26 | $19.7M | — | ||
| Q4 25 | $5.0M | $7.9M | ||
| Q3 25 | $10.8M | $-4.3M | ||
| Q2 25 | $11.3M | $25.2M | ||
| Q1 25 | $19.7M | $12.6M | ||
| Q4 24 | $3.4M | $-2.2M | ||
| Q3 24 | $23.6M | $3.8M | ||
| Q2 24 | $9.5M | $17.1M |
毛利率SCLSMP
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.3% | 31.7% | ||
| Q3 25 | 12.0% | 32.4% | ||
| Q2 25 | 12.1% | 30.6% | ||
| Q1 25 | 12.7% | 30.2% | ||
| Q4 24 | 10.8% | 29.4% | ||
| Q3 24 | 13.8% | 30.4% | ||
| Q2 24 | 12.5% | 28.6% |
营业利润率SCLSMP
| Q1 26 | 4.7% | — | ||
| Q4 25 | 1.9% | 5.6% | ||
| Q3 25 | 3.7% | 9.5% | ||
| Q2 25 | 3.0% | 8.7% | ||
| Q1 25 | 4.8% | 5.9% | ||
| Q4 24 | 1.5% | 1.1% | ||
| Q3 24 | 4.4% | 9.3% | ||
| Q2 24 | 3.4% | 6.4% |
净利率SCLSMP
| Q1 26 | 3.3% | — | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.8% | -0.9% | ||
| Q2 25 | 1.9% | 5.1% | ||
| Q1 25 | 3.3% | 3.0% | ||
| Q4 24 | 0.6% | -0.6% | ||
| Q3 24 | 4.3% | 1.0% | ||
| Q2 24 | 1.7% | 4.4% |
每股收益（稀释后）SCLSMP
| Q1 26 | $0.86 | — | ||
| Q4 25 | $0.22 | $0.34 | ||
| Q3 25 | $0.47 | $-0.19 | ||
| Q2 25 | $0.50 | $1.13 | ||
| Q1 25 | $0.86 | $0.56 | ||
| Q4 24 | $0.14 | $-0.09 | ||
| Q3 24 | $1.03 | $0.17 | ||
| Q2 24 | $0.42 | $0.77 |
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 | — | — |
| 总债务越低越好 | $328.4M | $618.7M |
| 股东权益账面价值 | $1.2B | $683.7M |
| 总资产 | $2.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.28× | 0.90× |
8季度趋势，按日历期对齐
现金及短期投资SCLSMP
| Q1 26 | — | — | ||
| Q4 25 | $132.7M | — | ||
| Q3 25 | $118.5M | $87.2M | ||
| Q2 25 | $88.9M | $58.8M | ||
| Q1 25 | $107.5M | $50.3M | ||
| Q4 24 | $99.7M | $44.4M | ||
| Q3 24 | $147.3M | $26.3M | ||
| Q2 24 | $124.7M | $26.2M |
总债务SCLSMP
| Q1 26 | $328.4M | — | ||
| Q4 25 | $626.7M | $618.7M | ||
| Q3 25 | $655.5M | $589.5M | ||
| Q2 25 | $658.0M | $636.6M | ||
| Q1 25 | $659.3M | $650.6M | ||
| Q4 24 | $625.4M | $562.3M | ||
| Q3 24 | $688.5M | $142.8M | ||
| Q2 24 | $657.1M | $208.2M |
股东权益SCLSMP
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $683.7M | ||
| Q3 25 | $1.2B | $677.4M | ||
| Q2 25 | $1.2B | $688.6M | ||
| Q1 25 | $1.2B | $638.0M | ||
| Q4 24 | $1.2B | $615.7M | ||
| Q3 24 | $1.2B | $638.8M | ||
| Q2 24 | $1.2B | $640.0M |
总资产SCLSMP
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.4B | $2.0B | ||
| Q3 25 | $2.4B | $2.0B | ||
| Q2 25 | $2.4B | $2.0B | ||
| Q1 25 | $2.4B | $1.9B | ||
| Q4 24 | $2.3B | $1.8B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.4B |
负债/权益比SCLSMP
| Q1 26 | 0.28× | — | ||
| Q4 25 | 0.50× | 0.90× | ||
| Q3 25 | 0.53× | 0.87× | ||
| Q2 25 | 0.53× | 0.92× | ||
| Q1 25 | 0.55× | 1.02× | ||
| Q4 24 | 0.53× | 0.91× | ||
| Q3 24 | 0.56× | 0.22× | ||
| Q2 24 | 0.55× | 0.33× |
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 | — | $-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SCLSMP
| Q1 26 | — | — | ||
| Q4 25 | $60.0M | $-28.2M | ||
| Q3 25 | $69.8M | $91.6M | ||
| Q2 25 | $11.2M | $54.3M | ||
| Q1 25 | $6.9M | $-60.2M | ||
| Q4 24 | $68.3M | $-1.5M | ||
| Q3 24 | $22.7M | $88.3M | ||
| Q2 24 | $29.5M | $35.6M |
自由现金流SCLSMP
| Q1 26 | — | — | ||
| Q4 25 | $25.4M | $-37.6M | ||
| Q3 25 | $40.2M | $81.5M | ||
| Q2 25 | $-14.4M | $44.2M | ||
| Q1 25 | $-25.8M | $-69.4M | ||
| Q4 24 | $32.1M | $-11.4M | ||
| Q3 24 | $-4.0M | $77.1M | ||
| Q2 24 | $-208.0K | $22.7M |
自由现金流率SCLSMP
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | -9.8% | ||
| Q3 25 | 6.8% | 16.3% | ||
| Q2 25 | -2.4% | 8.9% | ||
| Q1 25 | -4.3% | -16.8% | ||
| Q4 24 | 6.1% | -3.3% | ||
| Q3 24 | -0.7% | 19.3% | ||
| Q2 24 | -0.0% | 5.8% |
资本支出强度SCLSMP
| Q1 26 | — | — | ||
| Q4 25 | 6.3% | 2.4% | ||
| Q3 25 | 5.0% | 2.0% | ||
| Q2 25 | 4.3% | 2.1% | ||
| Q1 25 | 5.5% | 2.2% | ||
| Q4 24 | 6.9% | 2.9% | ||
| Q3 24 | 4.9% | 2.8% | ||
| Q2 24 | 5.3% | 3.3% |
现金转化率SCLSMP
| Q1 26 | — | — | ||
| Q4 25 | 11.99× | -3.59× | ||
| Q3 25 | 6.44× | — | ||
| Q2 25 | 0.99× | 2.15× | ||
| Q1 25 | 0.35× | -4.79× | ||
| Q4 24 | 20.38× | — | ||
| Q3 24 | 0.96× | 23.19× | ||
| Q2 24 | 3.10× | 2.09× |
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
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 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% |
