vs
宣伟（SHW）与Steel Dynamics（STLD）财务数据对比。点击上方公司名可切换其他公司
宣伟的季度营收约是Steel Dynamics的1.1倍（$5.7B vs $5.2B），宣伟净利率更高（9.4% vs 7.7%，领先1.7%），Steel Dynamics同比增速更快（17.9% vs 6.8%），过去两年Steel Dynamics的营收复合增速更高（6.0% vs -4.9%）
宣伟是总部位于美国俄亥俄州克利夫兰的涂料企业，主要从事涂料、地坪覆盖材料及相关产品的生产、分销与销售业务，业务覆盖全球超过120个国家，截至2024年按营收计为全球规模最大的涂料企业。
Steel Dynamics是总部位于美国印第安纳州韦恩堡的钢铁生产企业，钢铁产能达1300万吨，为美国第三大碳钢产品生产商，按利润率及每吨运营利润率计算属于美国盈利能力最强的钢企之一，凭借2021年营收位列2022年财富美国500强第196位。
SHW vs STLD — 直观对比
营收规模更大
SHW
是对方的1.1倍
$5.2B
营收增速更快
STLD
高出11.1%
6.8%
净利率更高
SHW
高出1.7%
7.7%
两年增速更快
STLD
近两年复合增速
-4.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.7B | $5.2B |
| 净利润 | $534.7M | $400.1M |
| 毛利率 | 49.1% | 14.7% |
| 营业利润率 | — | 10.3% |
| 净利率 | 9.4% | 7.7% |
| 营收同比 | 6.8% | 17.9% |
| 净利润同比 | 6.1% | 51.3% |
| 每股收益（稀释后） | $2.15 | $2.78 |
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SHWSTLD
| Q1 26 | $5.7B | $5.2B | ||
| Q4 25 | $5.6B | $4.4B | ||
| Q3 25 | $6.4B | $4.8B | ||
| Q2 25 | $6.3B | $4.6B | ||
| Q1 25 | $5.3B | $4.4B | ||
| Q4 24 | $5.3B | $3.9B | ||
| Q3 24 | $6.2B | $4.3B | ||
| Q2 24 | $6.3B | $4.6B |
净利润SHWSTLD
| Q1 26 | $534.7M | $400.1M | ||
| Q4 25 | $476.8M | $266.0M | ||
| Q3 25 | $833.1M | $403.7M | ||
| Q2 25 | $754.7M | $298.7M | ||
| Q1 25 | $503.9M | $217.2M | ||
| Q4 24 | $480.1M | $207.3M | ||
| Q3 24 | $806.2M | $317.8M | ||
| Q2 24 | $889.9M | $428.0M |
毛利率SHWSTLD
| Q1 26 | 49.1% | 14.7% | ||
| Q4 25 | 48.5% | 12.0% | ||
| Q3 25 | 49.2% | 15.7% | ||
| Q2 25 | 49.4% | 13.5% | ||
| Q1 25 | 48.2% | 11.1% | ||
| Q4 24 | 48.6% | 11.4% | ||
| Q3 24 | 49.1% | 13.9% | ||
| Q2 24 | 48.8% | 16.7% |
营业利润率SHWSTLD
| Q1 26 | — | 10.3% | ||
| Q4 25 | 11.4% | 7.0% | ||
| Q3 25 | 16.7% | 10.5% | ||
| Q2 25 | 15.6% | 8.4% | ||
| Q1 25 | 12.3% | 6.3% | ||
| Q4 24 | 11.6% | 6.1% | ||
| Q3 24 | 21.4% | 9.1% | ||
| Q2 24 | 22.5% | 12.1% |
净利率SHWSTLD
| Q1 26 | 9.4% | 7.7% | ||
| Q4 25 | 8.5% | 6.0% | ||
| Q3 25 | 13.1% | 8.4% | ||
| Q2 25 | 12.0% | 6.5% | ||
| Q1 25 | 9.5% | 5.0% | ||
| Q4 24 | 9.1% | 5.4% | ||
| Q3 24 | 13.1% | 7.3% | ||
| Q2 24 | 14.2% | 9.2% |
每股收益（稀释后）SHWSTLD
| Q1 26 | $2.15 | $2.78 | ||
| Q4 25 | $1.91 | $1.80 | ||
| Q3 25 | $3.35 | $2.74 | ||
| Q2 25 | $3.00 | $2.01 | ||
| Q1 25 | $2.00 | $1.44 | ||
| Q4 24 | $1.90 | $1.40 | ||
| Q3 24 | $3.18 | $2.05 | ||
| Q2 24 | $3.50 | $2.72 |
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 | $216.9K | $556.5M |
| 总债务越低越好 | $11.7M | $4.2B |
| 股东权益账面价值 | $4.4M | $9.0B |
| 总资产 | $26.4M | $16.7B |
| 负债/权益比越低杠杆越低 | 2.64× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资SHWSTLD
| Q1 26 | $216.9K | $556.5M | ||
| Q4 25 | $207.2M | $769.9M | ||
| Q3 25 | $241.5M | $770.4M | ||
| Q2 25 | $269.8M | $497.6M | ||
| Q1 25 | $199.8M | $1.2B | ||
| Q4 24 | $210.4M | $737.3M | ||
| Q3 24 | $238.2M | $1.7B | ||
| Q2 24 | $200.0M | $1.2B |
总债务SHWSTLD
| Q1 26 | $11.7M | $4.2B | ||
| Q4 25 | $9.7B | $4.2B | ||
| Q3 25 | $9.7B | $3.8B | ||
| Q2 25 | $9.0B | $3.8B | ||
| Q1 25 | $9.0B | $4.2B | ||
| Q4 24 | $9.2B | $3.2B | ||
| Q3 24 | $9.2B | $3.7B | ||
| Q2 24 | $9.0B | $3.1B |
股东权益SHWSTLD
| Q1 26 | $4.4M | $9.0B | ||
| Q4 25 | $4.6B | $9.0B | ||
| Q3 25 | $4.4B | $9.0B | ||
| Q2 25 | $4.4B | $8.9B | ||
| Q1 25 | $4.1B | $8.8B | ||
| Q4 24 | $4.1B | $8.9B | ||
| Q3 24 | $4.2B | $9.1B | ||
| Q2 24 | $3.8B | $9.1B |
总资产SHWSTLD
| Q1 26 | $26.4M | $16.7B | ||
| Q4 25 | $25.9B | $16.4B | ||
| Q3 25 | $26.2B | $16.0B | ||
| Q2 25 | $25.4B | $15.5B | ||
| Q1 25 | $24.6B | $15.9B | ||
| Q4 24 | $23.6B | $14.9B | ||
| Q3 24 | $24.0B | $15.7B | ||
| Q2 24 | $23.7B | $15.1B |
负债/权益比SHWSTLD
| Q1 26 | 2.64× | 0.47× | ||
| Q4 25 | 2.10× | 0.47× | ||
| Q3 25 | 2.18× | 0.42× | ||
| Q2 25 | 2.04× | 0.43× | ||
| Q1 25 | 2.17× | 0.48× | ||
| Q4 24 | 2.28× | 0.36× | ||
| Q3 24 | 2.22× | 0.41× | ||
| Q2 24 | 2.39× | 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 | — | $148.3M |
| 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 | 2.4% | — |
| 现金转化率经营现金流/净利润 | — | 0.37× |
| 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SHWSTLD
| Q1 26 | — | $148.3M | ||
| Q4 25 | $1.1B | $272.7M | ||
| Q3 25 | $1.3B | $722.6M | ||
| Q2 25 | $1.1B | $301.6M | ||
| Q1 25 | $-61.1M | $152.6M | ||
| Q4 24 | $934.5M | $346.9M | ||
| Q3 24 | $1.1B | $759.9M | ||
| Q2 24 | $1.2B | $382.6M |
自由现金流SHWSTLD
| Q1 26 | — | — | ||
| Q4 25 | $862.1M | $84.2M | ||
| Q3 25 | $1.1B | $556.9M | ||
| Q2 25 | $931.1M | $13.3M | ||
| Q1 25 | $-250.4M | $-152.9M | ||
| Q4 24 | $634.5M | $-106.3M | ||
| Q3 24 | $839.4M | $138.5M | ||
| Q2 24 | $952.0M | $-36.6M |
自由现金流率SHWSTLD
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 1.9% | ||
| Q3 25 | 17.5% | 11.5% | ||
| Q2 25 | 14.7% | 0.3% | ||
| Q1 25 | -4.7% | -3.5% | ||
| Q4 24 | 12.0% | -2.7% | ||
| Q3 24 | 13.6% | 3.2% | ||
| Q2 24 | 15.2% | -0.8% |
资本支出强度SHWSTLD
| Q1 26 | 2.4% | — | ||
| Q4 25 | 4.1% | 4.3% | ||
| Q3 25 | 3.1% | 3.4% | ||
| Q2 25 | 2.9% | 6.3% | ||
| Q1 25 | 3.6% | 7.0% | ||
| Q4 24 | 5.7% | 11.7% | ||
| Q3 24 | 3.8% | 14.3% | ||
| Q2 24 | 4.0% | 9.0% |
现金转化率SHWSTLD
| Q1 26 | — | 0.37× | ||
| Q4 25 | 2.29× | 1.03× | ||
| Q3 25 | 1.57× | 1.79× | ||
| Q2 25 | 1.47× | 1.01× | ||
| Q1 25 | -0.12× | 0.70× | ||
| Q4 24 | 1.95× | 1.67× | ||
| Q3 24 | 1.33× | 2.39× | ||
| Q2 24 | 1.35× | 0.89× |
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
SHW
暂无分部数据
STLD
| Steel | $3.5B | 68% |
| Metals Recycling | $593.2M | 11% |
| Other | $490.1M | 9% |
| Steel Fabrication | $355.4M | 7% |
| Aluminum | $227.4M | 4% |
