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宣伟（SHW）与梯瓦制药（TEVA）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梯瓦制药的1.2倍（$5.7B vs $4.7B），梯瓦制药净利率更高（10.2% vs 9.4%，领先0.8%），梯瓦制药同比增速更快（11.4% vs 6.8%），过去两年梯瓦制药的营收复合增速更高（11.1% 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。
梯瓦制药工业有限公司是以色列跨国制药企业，核心业务聚焦仿制药研发生产，同时布局品牌药、药用活性成分（API）业务，也小范围开展合同生产服务及对外授权合作相关业务。
SHW vs TEVA — 直观对比
营收规模更大
SHW
是对方的1.2倍
$4.7B
营收增速更快
TEVA
高出4.6%
6.8%
净利率更高
TEVA
高出0.8%
9.4%
两年增速更快
TEVA
近两年复合增速
-4.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.7B | $4.7B |
| 净利润 | $534.7M | $481.0M |
| 毛利率 | 49.1% | 56.4% |
| 营业利润率 | — | 6.4% |
| 净利率 | 9.4% | 10.2% |
| 营收同比 | 6.8% | 11.4% |
| 净利润同比 | 6.1% | 321.7% |
| 每股收益（稀释后） | $2.15 | $0.42 |
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SHWTEVA
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.6B | $4.7B | ||
| Q3 25 | $6.4B | $4.5B | ||
| Q2 25 | $6.3B | $4.2B | ||
| Q1 25 | $5.3B | $3.9B | ||
| Q4 24 | $5.3B | $4.2B | ||
| Q3 24 | $6.2B | $4.3B | ||
| Q2 24 | $6.3B | $4.2B |
净利润SHWTEVA
| Q1 26 | $534.7M | — | ||
| Q4 25 | $476.8M | $481.0M | ||
| Q3 25 | $833.1M | $433.0M | ||
| Q2 25 | $754.7M | $282.0M | ||
| Q1 25 | $503.9M | $214.0M | ||
| Q4 24 | $480.1M | $-217.0M | ||
| Q3 24 | $806.2M | $-437.0M | ||
| Q2 24 | $889.9M | $-846.0M |
毛利率SHWTEVA
| Q1 26 | 49.1% | — | ||
| Q4 25 | 48.5% | 56.4% | ||
| Q3 25 | 49.2% | 51.4% | ||
| Q2 25 | 49.4% | 50.3% | ||
| Q1 25 | 48.2% | 48.2% | ||
| Q4 24 | 48.6% | 50.2% | ||
| Q3 24 | 49.1% | 49.6% | ||
| Q2 24 | 48.8% | 48.6% |
营业利润率SHWTEVA
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | 6.4% | ||
| Q3 25 | 16.7% | 19.7% | ||
| Q2 25 | 15.6% | 10.9% | ||
| Q1 25 | 12.3% | 13.3% | ||
| Q4 24 | 11.6% | -0.7% | ||
| Q3 24 | 21.4% | -1.2% | ||
| Q2 24 | 22.5% | -0.1% |
净利率SHWTEVA
| Q1 26 | 9.4% | — | ||
| Q4 25 | 8.5% | 10.2% | ||
| Q3 25 | 13.1% | 9.7% | ||
| Q2 25 | 12.0% | 6.8% | ||
| Q1 25 | 9.5% | 5.5% | ||
| Q4 24 | 9.1% | -5.1% | ||
| Q3 24 | 13.1% | -10.1% | ||
| Q2 24 | 14.2% | -20.3% |
每股收益（稀释后）SHWTEVA
| Q1 26 | $2.15 | — | ||
| Q4 25 | $1.91 | $0.42 | ||
| Q3 25 | $3.35 | $0.37 | ||
| Q2 25 | $3.00 | $0.24 | ||
| Q1 25 | $2.00 | $0.18 | ||
| Q4 24 | $1.90 | $-0.19 | ||
| Q3 24 | $3.18 | $-0.39 | ||
| Q2 24 | $3.50 | $-0.75 |
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 | $3.6B |
| 总债务越低越好 | $11.7M | — |
| 股东权益账面价值 | $4.4M | $7.9B |
| 总资产 | $26.4M | $40.7B |
| 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SHWTEVA
| Q1 26 | $216.9K | — | ||
| Q4 25 | $207.2M | $3.6B | ||
| Q3 25 | $241.5M | $2.2B | ||
| Q2 25 | $269.8M | $2.2B | ||
| Q1 25 | $199.8M | $1.7B | ||
| Q4 24 | $210.4M | $3.3B | ||
| Q3 24 | $238.2M | $3.3B | ||
| Q2 24 | $200.0M | $2.3B |
总债务SHWTEVA
| 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SHWTEVA
| Q1 26 | $4.4M | — | ||
| Q4 25 | $4.6B | $7.9B | ||
| Q3 25 | $4.4B | $7.3B | ||
| Q2 25 | $4.4B | $6.8B | ||
| Q1 25 | $4.1B | $6.3B | ||
| Q4 24 | $4.1B | $5.4B | ||
| Q3 24 | $4.2B | $6.1B | ||
| Q2 24 | $3.8B | $6.4B |
总资产SHWTEVA
| Q1 26 | $26.4M | — | ||
| Q4 25 | $25.9B | $40.7B | ||
| Q3 25 | $26.2B | $39.9B | ||
| Q2 25 | $25.4B | $40.1B | ||
| Q1 25 | $24.6B | $38.4B | ||
| Q4 24 | $23.6B | $39.3B | ||
| Q3 24 | $24.0B | $41.8B | ||
| Q2 24 | $23.7B | $41.3B |
负债/权益比SHWTEVA
| 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 | — | $1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 21.6% |
| 资本支出强度资本支出/营收 | 2.4% | 3.0% |
| 现金转化率经营现金流/净利润 | — | 2.41× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流SHWTEVA
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.3B | $369.0M | ||
| Q2 25 | $1.1B | $227.0M | ||
| Q1 25 | $-61.1M | $-105.0M | ||
| Q4 24 | $934.5M | $575.0M | ||
| Q3 24 | $1.1B | $693.0M | ||
| Q2 24 | $1.2B | $103.0M |
自由现金流SHWTEVA
| Q1 26 | — | — | ||
| Q4 25 | $862.1M | $1.0B | ||
| Q3 25 | $1.1B | $233.0M | ||
| Q2 25 | $931.1M | $131.0M | ||
| Q1 25 | $-250.4M | $-232.0M | ||
| Q4 24 | $634.5M | $446.0M | ||
| Q3 24 | $839.4M | $545.0M | ||
| Q2 24 | $952.0M | $6.0M |
自由现金流率SHWTEVA
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 21.6% | ||
| Q3 25 | 17.5% | 5.2% | ||
| Q2 25 | 14.7% | 3.1% | ||
| Q1 25 | -4.7% | -6.0% | ||
| Q4 24 | 12.0% | 10.5% | ||
| Q3 24 | 13.6% | 12.6% | ||
| Q2 24 | 15.2% | 0.1% |
资本支出强度SHWTEVA
| Q1 26 | 2.4% | — | ||
| Q4 25 | 4.1% | 3.0% | ||
| Q3 25 | 3.1% | 3.0% | ||
| Q2 25 | 2.9% | 2.3% | ||
| Q1 25 | 3.6% | 3.3% | ||
| Q4 24 | 5.7% | 3.1% | ||
| Q3 24 | 3.8% | 3.4% | ||
| Q2 24 | 4.0% | 2.3% |
现金转化率SHWTEVA
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 2.41× | ||
| Q3 25 | 1.57× | 0.85× | ||
| Q2 25 | 1.47× | 0.80× | ||
| Q1 25 | -0.12× | -0.49× | ||
| Q4 24 | 1.95× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.35× | — |
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
TEVA
| Other | $2.0B | 42% |
| Generics Medicians Including Otc And Biosimilars | $672.0M | 14% |
| Other Products | $608.0M | 13% |
| License | $529.0M | 11% |
| Distribution Service | $366.0M | 8% |
| Other Activities | $227.0M | 5% |
| Ajovy | $106.0M | 2% |
| COPAXONE | $77.0M | 2% |
| Respiratory Product | $65.0M | 1% |
| Uzedy | $55.0M | 1% |
| Bendeka And Treanda | $36.0M | 1% |
