vs
STEPAN CO（SCL）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是STEPAN CO的1.6倍（$943.7M vs $604.5M），思佳讯净利率更高（3.8% vs 3.3%，领先0.5%），STEPAN CO同比增速更快（1.9% vs -1.0%），过去两年STEPAN CO的营收复合增速更高（4.2% vs 2.1%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
SCL vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.6倍
$604.5M
营收增速更快
SCL
高出2.9%
-1.0%
净利率更高
SWKS
高出0.5%
3.3%
两年增速更快
SCL
近两年复合增速
2.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $604.5M | $943.7M |
| 净利润 | $19.7M | $35.6M |
| 毛利率 | 10.7% | 40.8% |
| 营业利润率 | 4.7% | 4.5% |
| 净利率 | 3.3% | 3.8% |
| 营收同比 | 1.9% | -1.0% |
| 净利润同比 | — | -48.2% |
| 每股收益（稀释后） | $0.86 | $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SCLSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $604.5M | $1.0B | ||
| Q4 25 | $553.9M | $1.1B | ||
| Q3 25 | $590.3M | — | ||
| Q2 25 | $594.7M | $965.0M | ||
| Q1 25 | $593.3M | $953.2M | ||
| Q4 24 | $525.6M | $1.1B | ||
| Q3 24 | $546.8M | $1.0B |
净利润SCLSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $19.7M | $79.2M | ||
| Q4 25 | $5.0M | $141.4M | ||
| Q3 25 | $10.8M | — | ||
| Q2 25 | $11.3M | $105.0M | ||
| Q1 25 | $19.7M | $68.7M | ||
| Q4 24 | $3.4M | $162.0M | ||
| Q3 24 | $23.6M | $60.5M |
毛利率SCLSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | 10.7% | 41.3% | ||
| Q4 25 | 9.3% | 40.7% | ||
| Q3 25 | 12.0% | — | ||
| Q2 25 | 12.1% | 41.6% | ||
| Q1 25 | 12.7% | 41.1% | ||
| Q4 24 | 10.8% | 41.4% | ||
| Q3 24 | 13.8% | 41.9% |
营业利润率SCLSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | 4.7% | 10.0% | ||
| Q4 25 | 1.9% | 10.1% | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.0% | 11.5% | ||
| Q1 25 | 4.8% | 10.2% | ||
| Q4 24 | 1.5% | 16.9% | ||
| Q3 24 | 4.4% | 5.8% |
净利率SCLSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | 3.3% | 7.6% | ||
| Q4 25 | 0.9% | 12.9% | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.9% | 10.9% | ||
| Q1 25 | 3.3% | 7.2% | ||
| Q4 24 | 0.6% | 15.2% | ||
| Q3 24 | 4.3% | 5.9% |
每股收益（稀释后）SCLSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $0.86 | $0.53 | ||
| Q4 25 | $0.22 | $0.95 | ||
| Q3 25 | $0.47 | — | ||
| Q2 25 | $0.50 | $0.70 | ||
| Q1 25 | $0.86 | $0.43 | ||
| Q4 24 | $0.14 | $1.00 | ||
| Q3 24 | $1.03 | $0.36 |
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 | — |
| 股东权益账面价值 | $1.2B | $5.8B |
| 总资产 | $2.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资SCLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $132.7M | $1.4B | ||
| Q3 25 | $118.5M | — | ||
| Q2 25 | $88.9M | $1.3B | ||
| Q1 25 | $107.5M | $1.5B | ||
| Q4 24 | $99.7M | $1.7B | ||
| Q3 24 | $147.3M | $1.6B |
总债务SCLSWKS
| Q2 26 | — | — | ||
| Q1 26 | $328.4M | $496.6M | ||
| Q4 25 | $626.7M | $496.4M | ||
| Q3 25 | $655.5M | — | ||
| Q2 25 | $658.0M | $496.2M | ||
| Q1 25 | $659.3M | $995.1M | ||
| Q4 24 | $625.4M | $994.7M | ||
| Q3 24 | $688.5M | $994.3M |
股东权益SCLSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $1.2B | $5.8B | ||
| Q4 25 | $1.2B | $5.8B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $5.7B | ||
| Q1 25 | $1.2B | $5.9B | ||
| Q4 24 | $1.2B | $6.4B | ||
| Q3 24 | $1.2B | $6.3B |
总资产SCLSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $2.3B | $7.9B | ||
| Q4 25 | $2.4B | $7.9B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | $7.7B | ||
| Q1 25 | $2.4B | $7.9B | ||
| Q4 24 | $2.3B | $8.3B | ||
| Q3 24 | $2.4B | $8.3B |
负债/权益比SCLSWKS
| Q2 26 | — | — | ||
| Q1 26 | 0.28× | 0.09× | ||
| Q4 25 | 0.50× | 0.09× | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.53× | 0.09× | ||
| Q1 25 | 0.55× | 0.17× | ||
| Q4 24 | 0.53× | 0.16× | ||
| Q3 24 | 0.56× | 0.16× |
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 | — | $50.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SCLSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $60.0M | $200.0M | ||
| Q3 25 | $69.8M | — | ||
| Q2 25 | $11.2M | $314.2M | ||
| Q1 25 | $6.9M | $409.4M | ||
| Q4 24 | $68.3M | $377.2M | ||
| Q3 24 | $22.7M | $476.1M |
自由现金流SCLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $25.4M | $144.0M | ||
| Q3 25 | $40.2M | — | ||
| Q2 25 | $-14.4M | $252.7M | ||
| Q1 25 | $-25.8M | $370.9M | ||
| Q4 24 | $32.1M | $338.2M | ||
| Q3 24 | $-4.0M | $393.3M |
自由现金流率SCLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 4.6% | 13.1% | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | -2.4% | 26.2% | ||
| Q1 25 | -4.3% | 38.9% | ||
| Q4 24 | 6.1% | 31.7% | ||
| Q3 24 | -0.7% | 38.4% |
资本支出强度SCLSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 6.3% | 5.1% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 4.3% | 6.4% | ||
| Q1 25 | 5.5% | 4.0% | ||
| Q4 24 | 6.9% | 3.6% | ||
| Q3 24 | 4.9% | 8.1% |
现金转化率SCLSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 11.99× | 1.41× | ||
| Q3 25 | 6.44× | — | ||
| Q2 25 | 0.99× | 2.99× | ||
| Q1 25 | 0.35× | 5.96× | ||
| Q4 24 | 20.38× | 2.33× | ||
| Q3 24 | 0.96× | 7.87× |
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% |
SWKS
暂无分部数据
