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希悦尔（SEE）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
希悦尔的季度营收约是森萨塔科技的1.5倍（$1.4B vs $934.8M），森萨塔科技净利率更高（9.3% vs 3.1%，领先6.2%），希悦尔同比增速更快（2.6% vs 2.6%），希悦尔自由现金流更多（$257.7M vs $104.6M），过去两年希悦尔的营收复合增速更高（2.7% vs -5.0%）
希悦尔是全球领先的包装与防护解决方案供应商，核心产品包括缓冲防护材料、食品保鲜包装、可持续减废包装系统，服务覆盖电商、零售、食品饮料、工业制造等多个海内外领域。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
SEE vs ST — 直观对比
营收规模更大
SEE
是对方的1.5倍
$934.8M
营收增速更快
SEE
高出0.0%
2.6%
净利率更高
ST
高出6.2%
3.1%
自由现金流更多
SEE
多$153.1M
$104.6M
两年增速更快
SEE
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $934.8M |
| 净利润 | $43.8M | $87.1M |
| 毛利率 | 28.6% | 30.6% |
| 营业利润率 | 11.4% | 15.1% |
| 净利率 | 3.1% | 9.3% |
| 营收同比 | 2.6% | 2.6% |
| 净利润同比 | 700.0% | 24.6% |
| 每股收益（稀释后） | $0.30 | $0.59 |
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SEEST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $1.4B | $917.9M | ||
| Q3 25 | $1.3B | $932.0M | ||
| Q2 25 | $1.3B | $943.4M | ||
| Q1 25 | $1.3B | $911.3M | ||
| Q4 24 | $1.4B | $907.7M | ||
| Q3 24 | $1.3B | $982.8M | ||
| Q2 24 | $1.3B | $1.0B |
净利润SEEST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $43.8M | $63.2M | ||
| Q3 25 | $255.1M | $-162.5M | ||
| Q2 25 | $93.1M | $60.7M | ||
| Q1 25 | $113.5M | $69.9M | ||
| Q4 24 | $-7.3M | $5.8M | ||
| Q3 24 | $91.7M | $-25.0M | ||
| Q2 24 | $98.3M | $71.7M |
毛利率SEEST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 28.6% | 29.0% | ||
| Q3 25 | 29.8% | 27.8% | ||
| Q2 25 | 30.7% | 30.3% | ||
| Q1 25 | 30.9% | 29.9% | ||
| Q4 24 | 30.0% | 27.1% | ||
| Q3 24 | 30.1% | 28.6% | ||
| Q2 24 | 31.2% | 30.0% |
营业利润率SEEST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 11.4% | 10.9% | ||
| Q3 25 | 13.8% | -13.2% | ||
| Q2 25 | 15.0% | 14.6% | ||
| Q1 25 | 14.5% | 13.4% | ||
| Q4 24 | 11.7% | 8.1% | ||
| Q3 24 | 13.9% | -20.3% | ||
| Q2 24 | 15.4% | 12.5% |
净利率SEEST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 3.1% | 6.9% | ||
| Q3 25 | 19.0% | -17.4% | ||
| Q2 25 | 7.0% | 6.4% | ||
| Q1 25 | 9.0% | 7.7% | ||
| Q4 24 | -0.5% | 0.6% | ||
| Q3 24 | 6.9% | -2.5% | ||
| Q2 24 | 7.4% | 6.9% |
每股收益（稀释后）SEEST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $0.30 | $0.45 | ||
| Q3 25 | $1.73 | $-1.12 | ||
| Q2 25 | $0.63 | $0.41 | ||
| Q1 25 | $0.77 | $0.47 | ||
| Q4 24 | $-0.05 | $0.05 | ||
| Q3 24 | $0.63 | $-0.17 | ||
| Q2 24 | $0.67 | $0.47 |
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 | $344.0M | $635.1M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $1.2B | $2.9B |
| 总资产 | $7.0B | $6.8B |
| 负债/权益比越低杠杆越低 | 2.65× | — |
8季度趋势，按日历期对齐
现金及短期投资SEEST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $344.0M | $573.0M | ||
| Q3 25 | $282.5M | $791.3M | ||
| Q2 25 | $354.4M | $661.8M | ||
| Q1 25 | $335.2M | $588.1M | ||
| Q4 24 | $371.8M | $593.7M | ||
| Q3 24 | $386.0M | $506.2M | ||
| Q2 24 | $388.6M | $1.0B |
总债务SEEST
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $2.8B | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $4.2B | — | ||
| Q4 24 | $4.2B | $3.2B | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.4B | — |
股东权益SEEST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $1.2B | $2.8B | ||
| Q3 25 | $1.2B | $2.7B | ||
| Q2 25 | $953.1M | $2.9B | ||
| Q1 25 | $797.9M | $2.8B | ||
| Q4 24 | $624.5M | $2.9B | ||
| Q3 24 | $771.2M | $3.0B | ||
| Q2 24 | $650.1M | $3.0B |
总资产SEEST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $7.0B | $6.8B | ||
| Q3 25 | $7.1B | $7.1B | ||
| Q2 25 | $7.2B | $7.3B | ||
| Q1 25 | $7.0B | $7.2B | ||
| Q4 24 | $7.0B | $7.1B | ||
| Q3 24 | $7.3B | $7.3B | ||
| Q2 24 | $7.3B | $8.2B |
负债/权益比SEEST
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 1.02× | ||
| Q3 25 | 3.34× | — | ||
| Q2 25 | 4.18× | — | ||
| Q1 25 | 5.26× | — | ||
| Q4 24 | 6.72× | 1.11× | ||
| Q3 24 | 5.62× | — | ||
| Q2 24 | 6.81× | — |
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 | $293.6M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $257.7M | $104.6M |
| 自由现金流率自由现金流/营收 | 18.5% | 11.2% |
| 资本支出强度资本支出/营收 | 2.6% | — |
| 现金转化率经营现金流/净利润 | 6.70× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $508.3M |
8季度趋势，按日历期对齐
经营现金流SEEST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $293.6M | $201.5M | ||
| Q3 25 | $165.9M | $159.9M | ||
| Q2 25 | $136.6M | $140.9M | ||
| Q1 25 | $31.9M | $119.2M | ||
| Q4 24 | $244.2M | $170.7M | ||
| Q3 24 | $170.5M | $130.9M | ||
| Q2 24 | $188.2M | $143.5M |
自由现金流SEEST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $257.7M | $151.9M | ||
| Q3 25 | $119.6M | $136.2M | ||
| Q2 25 | $93.2M | $115.5M | ||
| Q1 25 | $-12.0M | $86.6M | ||
| Q4 24 | $185.1M | $138.9M | ||
| Q3 24 | $115.2M | $91.3M | ||
| Q2 24 | $129.5M | $98.4M |
自由现金流率SEEST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 18.5% | 16.6% | ||
| Q3 25 | 8.9% | 14.6% | ||
| Q2 25 | 7.0% | 12.2% | ||
| Q1 25 | -0.9% | 9.5% | ||
| Q4 24 | 13.6% | 15.3% | ||
| Q3 24 | 8.6% | 9.3% | ||
| Q2 24 | 9.7% | 9.5% |
资本支出强度SEEST
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 5.4% | ||
| Q3 25 | 3.4% | 2.5% | ||
| Q2 25 | 3.3% | 2.7% | ||
| Q1 25 | 3.5% | 3.6% | ||
| Q4 24 | 4.4% | 3.5% | ||
| Q3 24 | 4.1% | 4.0% | ||
| Q2 24 | 4.4% | 4.4% |
现金转化率SEEST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 6.70× | 3.19× | ||
| Q3 25 | 0.65× | — | ||
| Q2 25 | 1.47× | 2.32× | ||
| Q1 25 | 0.28× | 1.70× | ||
| Q4 24 | — | 29.50× | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 1.91× | 2.00× |
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
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
ST
暂无分部数据
