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STANDARD MOTOR PRODUCTS, INC.（SMP）与STONERIDGE INC（SRI）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是STONERIDGE INC的1.9倍（$385.1M vs $205.2M），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -6.0%），STONERIDGE INC自由现金流更多（$2.6M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs -7.4%）
标准汽车产品公司（SMP）是一家汽车零部件制造商与经销商，由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立，1926年完成法人注册，总部位于纽约长岛市，在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块，为汽车售后市场供应相关零部件产品。
Stoneridge Inc是全球领先的电气电子元件、集成系统及传感器解决方案设计制造商，服务汽车、商用车、非道路设备与航空航天领域，产品可提升车辆安全性、运行效率、互联性与环保表现，业务覆盖全球核心市场。
SMP vs SRI — 直观对比
营收规模更大
SMP
是对方的1.9倍
$205.2M
营收增速更快
SMP
高出18.2%
-6.0%
自由现金流更多
SRI
多$40.3M
$-37.6M
两年增速更快
SMP
近两年复合增速
-7.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $205.2M |
| 净利润 | $7.9M | — |
| 毛利率 | 31.7% | 16.2% |
| 营业利润率 | 5.6% | -14.4% |
| 净利率 | 2.0% | — |
| 营收同比 | 12.2% | -6.0% |
| 净利润同比 | 457.9% | — |
| 每股收益（稀释后） | $0.34 | $-2.76 |
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SMPSRI
| Q4 25 | $385.1M | $205.2M | ||
| Q3 25 | $498.8M | $210.3M | ||
| Q2 25 | $493.9M | $228.0M | ||
| Q1 25 | $413.4M | $217.9M | ||
| Q4 24 | $343.4M | $218.2M | ||
| Q3 24 | $399.3M | $213.8M | ||
| Q2 24 | $389.8M | $237.1M | ||
| Q1 24 | $331.4M | $239.2M |
净利润SMPSRI
| Q4 25 | $7.9M | — | ||
| Q3 25 | $-4.3M | $-9.4M | ||
| Q2 25 | $25.2M | $-9.4M | ||
| Q1 25 | $12.6M | $-7.2M | ||
| Q4 24 | $-2.2M | — | ||
| Q3 24 | $3.8M | $-7.1M | ||
| Q2 24 | $17.1M | $2.8M | ||
| Q1 24 | $8.8M | $-6.1M |
毛利率SMPSRI
| Q4 25 | 31.7% | 16.2% | ||
| Q3 25 | 32.4% | 20.3% | ||
| Q2 25 | 30.6% | 21.5% | ||
| Q1 25 | 30.2% | 21.2% | ||
| Q4 24 | 29.4% | 19.5% | ||
| Q3 24 | 30.4% | 20.8% | ||
| Q2 24 | 28.6% | 22.7% | ||
| Q1 24 | 27.0% | 20.2% |
营业利润率SMPSRI
| Q4 25 | 5.6% | -14.4% | ||
| Q3 25 | 9.5% | -1.6% | ||
| Q2 25 | 8.7% | -1.1% | ||
| Q1 25 | 5.9% | -1.5% | ||
| Q4 24 | 1.1% | -2.0% | ||
| Q3 24 | 9.3% | 0.1% | ||
| Q2 24 | 6.4% | 1.4% | ||
| Q1 24 | 4.4% | 0.1% |
净利率SMPSRI
| Q4 25 | 2.0% | — | ||
| Q3 25 | -0.9% | -4.5% | ||
| Q2 25 | 5.1% | -4.1% | ||
| Q1 25 | 3.0% | -3.3% | ||
| Q4 24 | -0.6% | — | ||
| Q3 24 | 1.0% | -3.3% | ||
| Q2 24 | 4.4% | 1.2% | ||
| Q1 24 | 2.7% | -2.6% |
每股收益（稀释后）SMPSRI
| Q4 25 | $0.34 | $-2.76 | ||
| Q3 25 | $-0.19 | $-0.34 | ||
| Q2 25 | $1.13 | $-0.34 | ||
| Q1 25 | $0.56 | $-0.26 | ||
| Q4 24 | $-0.09 | $-0.22 | ||
| Q3 24 | $0.17 | $-0.26 | ||
| Q2 24 | $0.77 | $0.10 | ||
| Q1 24 | $0.39 | $-0.22 |
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 | — | $66.3M |
| 总债务越低越好 | $618.7M | $180.9M |
| 股东权益账面价值 | $683.7M | $179.8M |
| 总资产 | $2.0B | $551.2M |
| 负债/权益比越低杠杆越低 | 0.90× | 1.01× |
8季度趋势，按日历期对齐
现金及短期投资SMPSRI
| Q4 25 | — | $66.3M | ||
| Q3 25 | $87.2M | $54.0M | ||
| Q2 25 | $58.8M | $49.8M | ||
| Q1 25 | $50.3M | $79.1M | ||
| Q4 24 | $44.4M | $71.8M | ||
| Q3 24 | $26.3M | $54.1M | ||
| Q2 24 | $26.2M | $42.1M | ||
| Q1 24 | $27.1M | $48.4M |
总债务SMPSRI
| Q4 25 | $618.7M | $180.9M | ||
| Q3 25 | $589.5M | — | ||
| Q2 25 | $636.6M | — | ||
| Q1 25 | $650.6M | — | ||
| Q4 24 | $562.3M | $201.6M | ||
| Q3 24 | $142.8M | — | ||
| Q2 24 | $208.2M | — | ||
| Q1 24 | $214.9M | — |
股东权益SMPSRI
| Q4 25 | $683.7M | $179.8M | ||
| Q3 25 | $677.4M | $251.2M | ||
| Q2 25 | $688.6M | $260.5M | ||
| Q1 25 | $638.0M | $253.1M | ||
| Q4 24 | $615.7M | $245.3M | ||
| Q3 24 | $638.8M | $271.4M | ||
| Q2 24 | $640.0M | $270.5M | ||
| Q1 24 | $639.1M | $277.3M |
总资产SMPSRI
| Q4 25 | $2.0B | $551.2M | ||
| Q3 25 | $2.0B | $632.1M | ||
| Q2 25 | $2.0B | $639.4M | ||
| Q1 25 | $1.9B | $657.4M | ||
| Q4 24 | $1.8B | $621.6M | ||
| Q3 24 | $1.4B | $662.5M | ||
| Q2 24 | $1.4B | $666.7M | ||
| Q1 24 | $1.4B | $675.4M |
负债/权益比SMPSRI
| Q4 25 | 0.90× | 1.01× | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.91× | 0.82× | ||
| Q3 24 | 0.22× | — | ||
| Q2 24 | 0.33× | — | ||
| Q1 24 | 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 | $-28.2M | $8.8M |
| 自由现金流经营现金流 - 资本支出 | $-37.6M | $2.6M |
| 自由现金流率自由现金流/营收 | -9.8% | 1.3% |
| 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 | -3.59× | — |
| 过去12个月自由现金流最近4个季度 | $18.7M | $12.2M |
8季度趋势，按日历期对齐
经营现金流SMPSRI
| Q4 25 | $-28.2M | $8.8M | ||
| Q3 25 | $91.6M | $3.6M | ||
| Q2 25 | $54.3M | $10.7M | ||
| Q1 25 | $-60.2M | $10.9M | ||
| Q4 24 | $-1.5M | $19.2M | ||
| Q3 24 | $88.3M | $10.8M | ||
| Q2 24 | $35.6M | $8.7M | ||
| Q1 24 | $-45.7M | $9.1M |
自由现金流SMPSRI
| Q4 25 | $-37.6M | $2.6M | ||
| Q3 25 | $81.5M | $-2.7M | ||
| Q2 25 | $44.2M | $7.4M | ||
| Q1 25 | $-69.4M | $4.8M | ||
| Q4 24 | $-11.4M | $14.0M | ||
| Q3 24 | $77.1M | $4.6M | ||
| Q2 24 | $22.7M | $1.5M | ||
| Q1 24 | $-55.8M | $3.3M |
自由现金流率SMPSRI
| Q4 25 | -9.8% | 1.3% | ||
| Q3 25 | 16.3% | -1.3% | ||
| Q2 25 | 8.9% | 3.3% | ||
| Q1 25 | -16.8% | 2.2% | ||
| Q4 24 | -3.3% | 6.4% | ||
| Q3 24 | 19.3% | 2.2% | ||
| Q2 24 | 5.8% | 0.6% | ||
| Q1 24 | -16.8% | 1.4% |
资本支出强度SMPSRI
| Q4 25 | 2.4% | 3.0% | ||
| Q3 25 | 2.0% | 3.0% | ||
| Q2 25 | 2.1% | 1.4% | ||
| Q1 25 | 2.2% | 2.8% | ||
| Q4 24 | 2.9% | 2.4% | ||
| Q3 24 | 2.8% | 2.9% | ||
| Q2 24 | 3.3% | 3.0% | ||
| Q1 24 | 3.0% | 2.4% |
现金转化率SMPSRI
| Q4 25 | -3.59× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.15× | — | ||
| Q1 25 | -4.79× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.19× | — | ||
| Q2 24 | 2.09× | 3.11× | ||
| Q1 24 | -5.18× | — |
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
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
