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SEI INVESTMENTS CO(SEIC)与维蒙特工业(VMI)财务数据对比。点击上方公司名可切换其他公司
维蒙特工业的季度营收约是SEI INVESTMENTS CO的1.7倍($1.0B vs $622.2M),SEI INVESTMENTS CO净利率更高(28.0% vs 10.5%,领先17.5%),SEI INVESTMENTS CO同比增速更快(13.0% vs 6.2%),过去两年SEI INVESTMENTS CO的营收复合增速更高(9.5% vs -0.5%)
SEI Investments是一家总部位于美国宾夕法尼亚州奥克斯的金融服务企业,服务对象涵盖机构、私人银行、投资顾问、资产管理机构及私人客户。集团通过旗下子公司及参股合作主体,管理、咨询或受托运营规模达1万亿美元的资产,覆盖对冲基金、私募股权、共同基金及各类集合或独立管理资产品类。
维蒙特工业是美国大型上市制造企业,核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔,在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
SEIC vs VMI — 直观对比
营收规模更大
VMI
是对方的1.7倍
$622.2M
营收增速更快
SEIC
高出6.8%
6.2%
净利率更高
SEIC
高出17.5%
10.5%
两年增速更快
SEIC
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $622.2M | $1.0B |
| 净利润 | $174.5M | $108.0M |
| 毛利率 | — | 30.8% |
| 营业利润率 | 30.5% | 15.1% |
| 净利率 | 28.0% | 10.5% |
| 营收同比 | 13.0% | 6.2% |
| 净利润同比 | 15.0% | 23.8% |
| 每股收益(稀释后) | $1.40 | $5.51 |
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
SEIC
VMI
| Q1 26 | $622.2M | $1.0B | ||
| Q4 25 | $607.9M | $1.0B | ||
| Q3 25 | $578.5M | $1.0B | ||
| Q2 25 | $559.6M | $1.1B | ||
| Q1 25 | $551.3M | $969.3M | ||
| Q4 24 | $557.2M | $1.0B | ||
| Q3 24 | $537.4M | $1.0B | ||
| Q2 24 | $519.0M | $1.0B |
净利润
SEIC
VMI
| Q1 26 | $174.5M | $108.0M | ||
| Q4 25 | $172.5M | $168.0M | ||
| Q3 25 | $164.2M | $99.0M | ||
| Q2 25 | $227.1M | $-4.0M | ||
| Q1 25 | $151.5M | $87.3M | ||
| Q4 24 | $155.8M | $77.7M | ||
| Q3 24 | $154.9M | $83.1M | ||
| Q2 24 | $139.1M | $99.7M |
毛利率
SEIC
VMI
| Q1 26 | — | 30.8% | ||
| Q4 25 | 36.8% | 29.8% | ||
| Q3 25 | 35.0% | 30.4% | ||
| Q2 25 | 33.8% | 30.6% | ||
| Q1 25 | 34.9% | 30.0% | ||
| Q4 24 | 33.1% | 30.2% | ||
| Q3 24 | 33.8% | 29.6% | ||
| Q2 24 | 32.7% | 30.8% |
营业利润率
SEIC
VMI
| Q1 26 | 30.5% | 15.1% | ||
| Q4 25 | 26.6% | 11.2% | ||
| Q3 25 | 27.7% | 13.5% | ||
| Q2 25 | 26.6% | 2.8% | ||
| Q1 25 | 28.5% | 13.2% | ||
| Q4 24 | 26.1% | 11.6% | ||
| Q3 24 | 26.8% | 12.3% | ||
| Q2 24 | 26.3% | 14.2% |
净利率
SEIC
VMI
| Q1 26 | 28.0% | 10.5% | ||
| Q4 25 | 28.4% | 16.2% | ||
| Q3 25 | 28.4% | 9.5% | ||
| Q2 25 | 40.6% | -0.4% | ||
| Q1 25 | 27.5% | 9.0% | ||
| Q4 24 | 28.0% | 7.5% | ||
| Q3 24 | 28.8% | 8.1% | ||
| Q2 24 | 26.8% | 9.6% |
每股收益(稀释后)
SEIC
VMI
| Q1 26 | $1.40 | $5.51 | ||
| Q4 25 | $1.38 | $9.02 | ||
| Q3 25 | $1.30 | $4.98 | ||
| Q2 25 | $1.78 | $-1.53 | ||
| Q1 25 | $1.17 | $4.32 | ||
| Q4 24 | $1.18 | $3.85 | ||
| Q3 24 | $1.19 | $4.11 | ||
| Q2 24 | $1.05 | $4.91 |
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 | $363.1M | $160.2M |
| 总债务越低越好 | $32.4M | — |
| 股东权益账面价值 | $2.5B | $1.7B |
| 总资产 | $3.3B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势,按日历期对齐
现金及短期投资
SEIC
VMI
| Q1 26 | $363.1M | $160.2M | ||
| Q4 25 | $399.8M | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | $710.7M | $184.4M | ||
| Q4 24 | $839.9M | $164.3M | ||
| Q3 24 | $901.1M | $200.5M | ||
| Q2 24 | $768.3M | $163.1M |
总债务
SEIC
VMI
| Q1 26 | $32.4M | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
SEIC
VMI
| Q1 26 | $2.5B | $1.7B | ||
| Q4 25 | $2.4B | $1.6B | ||
| Q3 25 | $2.4B | $1.6B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.2B | $1.5B |
总资产
SEIC
VMI
| Q1 26 | $3.3B | $3.4B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $2.6B | $3.3B | ||
| Q1 25 | $2.6B | $3.4B | ||
| Q4 24 | $2.7B | $3.3B | ||
| Q3 24 | $2.7B | $3.5B | ||
| Q2 24 | $2.5B | $3.5B |
负债/权益比
SEIC
VMI
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
SEIC
暂无分部数据
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |