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宣伟（SHW）与道富集团（STT）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道富集团的1.5倍（$5.7B vs $3.7B），道富集团净利率更高（20.4% vs 9.4%，领先10.9%），道富集团同比增速更快（7.5% vs 6.8%），过去两年道富集团的营收复合增速更高（8.1% 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。
道富集团是总部位于美国波士顿的跨国金融服务及银行控股公司，历史可追溯至1792年成立的联合银行，是美国运营历史第二悠久的存续银行。作为全球顶尖的资产管理与托管机构，截至2025年第三季度，其管理资产规模约5.4万亿美元，托管及管理资产总规模达51.7万亿美元。
SHW vs STT — 直观对比
营收规模更大
SHW
是对方的1.5倍
$3.7B
营收增速更快
STT
高出0.7%
6.8%
净利率更高
STT
高出10.9%
9.4%
两年增速更快
STT
近两年复合增速
-4.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.7B | $3.7B |
| 净利润 | $534.7M | $747.0M |
| 毛利率 | 49.1% | — |
| 营业利润率 | — | 25.0% |
| 净利率 | 9.4% | 20.4% |
| 营收同比 | 6.8% | 7.5% |
| 净利润同比 | 6.1% | -4.6% |
| 每股收益（稀释后） | $2.15 | $2.41 |
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SHWSTT
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.6B | $3.7B | ||
| Q3 25 | $6.4B | $3.5B | ||
| Q2 25 | $6.3B | $3.4B | ||
| Q1 25 | $5.3B | $3.3B | ||
| Q4 24 | $5.3B | $3.4B | ||
| Q3 24 | $6.2B | $3.3B | ||
| Q2 24 | $6.3B | $3.2B |
净利润SHWSTT
| Q1 26 | $534.7M | — | ||
| Q4 25 | $476.8M | $747.0M | ||
| Q3 25 | $833.1M | $861.0M | ||
| Q2 25 | $754.7M | $693.0M | ||
| Q1 25 | $503.9M | $644.0M | ||
| Q4 24 | $480.1M | $783.0M | ||
| Q3 24 | $806.2M | $730.0M | ||
| Q2 24 | $889.9M | $711.0M |
毛利率SHWSTT
| Q1 26 | 49.1% | — | ||
| Q4 25 | 48.5% | — | ||
| Q3 25 | 49.2% | — | ||
| Q2 25 | 49.4% | — | ||
| Q1 25 | 48.2% | — | ||
| Q4 24 | 48.6% | — | ||
| Q3 24 | 49.1% | — | ||
| Q2 24 | 48.8% | — |
营业利润率SHWSTT
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | 25.0% | ||
| Q3 25 | 16.7% | 31.1% | ||
| Q2 25 | 15.6% | 25.8% | ||
| Q1 25 | 12.3% | 25.0% | ||
| Q4 24 | 11.6% | 28.1% | ||
| Q3 24 | 21.4% | 28.4% | ||
| Q2 24 | 22.5% | 28.6% |
净利率SHWSTT
| Q1 26 | 9.4% | — | ||
| Q4 25 | 8.5% | 20.4% | ||
| Q3 25 | 13.1% | 24.3% | ||
| Q2 25 | 12.0% | 20.1% | ||
| Q1 25 | 9.5% | 19.6% | ||
| Q4 24 | 9.1% | 22.9% | ||
| Q3 24 | 13.1% | 22.4% | ||
| Q2 24 | 14.2% | 22.3% |
每股收益（稀释后）SHWSTT
| Q1 26 | $2.15 | — | ||
| Q4 25 | $1.91 | $2.41 | ||
| Q3 25 | $3.35 | $2.78 | ||
| Q2 25 | $3.00 | $2.17 | ||
| Q1 25 | $2.00 | $2.04 | ||
| Q4 24 | $1.90 | $2.43 | ||
| Q3 24 | $3.18 | $2.26 | ||
| Q2 24 | $3.50 | $2.15 |
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 | — |
| 总债务越低越好 | $11.7M | — |
| 股东权益账面价值 | $4.4M | $27.8B |
| 总资产 | $26.4M | $366.0B |
| 负债/权益比越低杠杆越低 | 2.64× | — |
8季度趋势，按日历期对齐
现金及短期投资SHWSTT
| Q1 26 | $216.9K | — | ||
| Q4 25 | $207.2M | — | ||
| Q3 25 | $241.5M | — | ||
| Q2 25 | $269.8M | — | ||
| Q1 25 | $199.8M | — | ||
| Q4 24 | $210.4M | — | ||
| Q3 24 | $238.2M | — | ||
| Q2 24 | $200.0M | — |
总债务SHWSTT
| Q1 26 | $11.7M | — | ||
| Q4 25 | $9.7B | — | ||
| Q3 25 | $9.7B | — | ||
| Q2 25 | $9.0B | — | ||
| Q1 25 | $9.0B | — | ||
| Q4 24 | $9.2B | — | ||
| Q3 24 | $9.2B | — | ||
| Q2 24 | $9.0B | — |
股东权益SHWSTT
| Q1 26 | $4.4M | — | ||
| Q4 25 | $4.6B | $27.8B | ||
| Q3 25 | $4.4B | $27.6B | ||
| Q2 25 | $4.4B | $27.3B | ||
| Q1 25 | $4.1B | $26.7B | ||
| Q4 24 | $4.1B | $25.3B | ||
| Q3 24 | $4.2B | $25.8B | ||
| Q2 24 | $3.8B | $24.8B |
总资产SHWSTT
| Q1 26 | $26.4M | — | ||
| Q4 25 | $25.9B | $366.0B | ||
| Q3 25 | $26.2B | $371.1B | ||
| Q2 25 | $25.4B | $376.7B | ||
| Q1 25 | $24.6B | $372.7B | ||
| Q4 24 | $23.6B | $353.2B | ||
| Q3 24 | $24.0B | $338.5B | ||
| Q2 24 | $23.7B | $325.6B |
负债/权益比SHWSTT
| Q1 26 | 2.64× | — | ||
| Q4 25 | 2.10× | — | ||
| Q3 25 | 2.18× | — | ||
| Q2 25 | 2.04× | — | ||
| Q1 25 | 2.17× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 2.22× | — | ||
| Q2 24 | 2.39× | — |
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 | — | $10.0B |
| 自由现金流经营现金流 - 资本支出 | — | $9.8B |
| 自由现金流率自由现金流/营收 | — | 266.6% |
| 资本支出强度资本支出/营收 | 2.4% | 7.3% |
| 现金转化率经营现金流/净利润 | — | 13.44× |
| 过去12个月自由现金流最近4个季度 | — | $10.8B |
8季度趋势，按日历期对齐
经营现金流SHWSTT
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $10.0B | ||
| Q3 25 | $1.3B | $7.9B | ||
| Q2 25 | $1.1B | $-8.4B | ||
| Q1 25 | $-61.1M | $2.4B | ||
| Q4 24 | $934.5M | $-7.4B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.2B | $-7.6B |
自由现金流SHWSTT
| Q1 26 | — | — | ||
| Q4 25 | $862.1M | $9.8B | ||
| Q3 25 | $1.1B | $7.7B | ||
| Q2 25 | $931.1M | $-8.8B | ||
| Q1 25 | $-250.4M | $2.2B | ||
| Q4 24 | $634.5M | $-7.7B | ||
| Q3 24 | $839.4M | $2.5B | ||
| Q2 24 | $952.0M | $-7.9B |
自由现金流率SHWSTT
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 266.6% | ||
| Q3 25 | 17.5% | 216.0% | ||
| Q2 25 | 14.7% | -254.1% | ||
| Q1 25 | -4.7% | 66.1% | ||
| Q4 24 | 12.0% | -225.1% | ||
| Q3 24 | 13.6% | 75.9% | ||
| Q2 24 | 15.2% | -246.2% |
资本支出强度SHWSTT
| Q1 26 | 2.4% | — | ||
| Q4 25 | 4.1% | 7.3% | ||
| Q3 25 | 3.1% | 6.9% | ||
| Q2 25 | 2.9% | 9.3% | ||
| Q1 25 | 3.6% | 6.9% | ||
| Q4 24 | 5.7% | 7.3% | ||
| Q3 24 | 3.8% | 7.2% | ||
| Q2 24 | 4.0% | 6.7% |
现金转化率SHWSTT
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 13.44× | ||
| Q3 25 | 1.57× | 9.18× | ||
| Q2 25 | 1.47× | -12.18× | ||
| Q1 25 | -0.12× | 3.72× | ||
| Q4 24 | 1.95× | -9.49× | ||
| Q3 24 | 1.33× | 3.71× | ||
| Q2 24 | 1.35× | -10.75× |
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
STT
| Other | $2.2B | 59% |
| Investment Management | $729.0M | 20% |
| Management Services | $662.0M | 18% |
| Other Fee Revenue | $56.0M | 2% |
| Securities Financing Services | $54.0M | 1% |
