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STANDARD MOTOR PRODUCTS, INC.（SMP）与SUN COMMUNITIES INC（SUI）财务数据对比。点击上方公司名可切换其他公司
SUN COMMUNITIES INC的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.8倍（$697.2M vs $385.1M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs 1.7%，领先0.3%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -25.8%），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs -2.1%）
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。
Sun Communities是一家上市房地产投资信托基金，核心投资品类为预制住宅社区及房车营地物业。截至2025年6月2日，该公司在美国、加拿大、英国三地合计持有500处相关资产的权益，专注于居住及休闲类不动产投资领域。
SMP vs SUI — 直观对比
营收规模更大
SUI
是对方的1.8倍
$385.1M
营收增速更快
SMP
高出38.0%
-25.8%
净利率更高
SMP
高出0.3%
1.7%
两年增速更快
SMP
近两年复合增速
-2.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $697.2M |
| 净利润 | $7.9M | $12.1M |
| 毛利率 | 31.7% | — |
| 营业利润率 | 5.6% | — |
| 净利率 | 2.0% | 1.7% |
| 营收同比 | 12.2% | -25.8% |
| 净利润同比 | 457.9% | -96.0% |
| 每股收益（稀释后） | $0.34 | $0.07 |
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SMPSUI
| Q4 25 | $385.1M | — | ||
| Q3 25 | $498.8M | $697.2M | ||
| Q2 25 | $493.9M | $623.5M | ||
| Q1 25 | $413.4M | $470.2M | ||
| Q4 24 | $343.4M | $745.9M | ||
| Q3 24 | $399.3M | $939.9M | ||
| Q2 24 | $389.8M | $864.0M | ||
| Q1 24 | $331.4M | $671.3M |
净利润SMPSUI
| Q4 25 | $7.9M | — | ||
| Q3 25 | $-4.3M | $12.1M | ||
| Q2 25 | $25.2M | $1.3B | ||
| Q1 25 | $12.6M | $-41.2M | ||
| Q4 24 | $-2.2M | $-228.4M | ||
| Q3 24 | $3.8M | $300.5M | ||
| Q2 24 | $17.1M | $56.7M | ||
| Q1 24 | $8.8M | $-25.2M |
毛利率SMPSUI
| Q4 25 | 31.7% | — | ||
| Q3 25 | 32.4% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.2% | — | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 30.4% | — | ||
| Q2 24 | 28.6% | — | ||
| Q1 24 | 27.0% | — |
营业利润率SMPSUI
| Q4 25 | 5.6% | — | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 6.4% | — | ||
| Q1 24 | 4.4% | — |
净利率SMPSUI
| Q4 25 | 2.0% | — | ||
| Q3 25 | -0.9% | 1.7% | ||
| Q2 25 | 5.1% | 210.8% | ||
| Q1 25 | 3.0% | -8.8% | ||
| Q4 24 | -0.6% | -30.6% | ||
| Q3 24 | 1.0% | 32.0% | ||
| Q2 24 | 4.4% | 6.6% | ||
| Q1 24 | 2.7% | -3.8% |
每股收益（稀释后）SMPSUI
| Q4 25 | $0.34 | — | ||
| Q3 25 | $-0.19 | $0.07 | ||
| Q2 25 | $1.13 | $10.02 | ||
| Q1 25 | $0.56 | $-0.34 | ||
| Q4 24 | $-0.09 | $-1.80 | ||
| Q3 24 | $0.17 | $2.31 | ||
| Q2 24 | $0.77 | $0.42 | ||
| 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 | — | $542.7M |
| 总债务越低越好 | $618.7M | — |
| 股东权益账面价值 | $683.7M | $7.0B |
| 总资产 | $2.0B | $12.8B |
| 负债/权益比越低杠杆越低 | 0.90× | — |
8季度趋势，按日历期对齐
现金及短期投资SMPSUI
| Q4 25 | — | — | ||
| Q3 25 | $87.2M | $542.7M | ||
| Q2 25 | $58.8M | $889.7M | ||
| Q1 25 | $50.3M | — | ||
| Q4 24 | $44.4M | $47.4M | ||
| Q3 24 | $26.3M | — | ||
| Q2 24 | $26.2M | — | ||
| Q1 24 | $27.1M | — |
总债务SMPSUI
| Q4 25 | $618.7M | — | ||
| Q3 25 | $589.5M | — | ||
| Q2 25 | $636.6M | — | ||
| Q1 25 | $650.6M | — | ||
| Q4 24 | $562.3M | $7.4B | ||
| Q3 24 | $142.8M | — | ||
| Q2 24 | $208.2M | — | ||
| Q1 24 | $214.9M | — |
股东权益SMPSUI
| Q4 25 | $683.7M | — | ||
| Q3 25 | $677.4M | $7.0B | ||
| Q2 25 | $688.6M | $7.4B | ||
| Q1 25 | $638.0M | $6.9B | ||
| Q4 24 | $615.7M | $7.1B | ||
| Q3 24 | $638.8M | $7.5B | ||
| Q2 24 | $640.0M | $6.9B | ||
| Q1 24 | $639.1M | $6.9B |
总资产SMPSUI
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $12.8B | ||
| Q2 25 | $2.0B | $13.4B | ||
| Q1 25 | $1.9B | $16.5B | ||
| Q4 24 | $1.8B | $16.5B | ||
| Q3 24 | $1.4B | $17.1B | ||
| Q2 24 | $1.4B | $17.0B | ||
| Q1 24 | $1.4B | $17.1B |
负债/权益比SMPSUI
| Q4 25 | 0.90× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.91× | 1.04× | ||
| 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 | $197.8M |
| 自由现金流经营现金流 - 资本支出 | $-37.6M | — |
| 自由现金流率自由现金流/营收 | -9.8% | — |
| 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 | -3.59× | 16.35× |
| 过去12个月自由现金流最近4个季度 | $18.7M | — |
8季度趋势，按日历期对齐
经营现金流SMPSUI
| Q4 25 | $-28.2M | — | ||
| Q3 25 | $91.6M | $197.8M | ||
| Q2 25 | $54.3M | $256.0M | ||
| Q1 25 | $-60.2M | $243.9M | ||
| Q4 24 | $-1.5M | $118.0M | ||
| Q3 24 | $88.3M | $189.2M | ||
| Q2 24 | $35.6M | $311.3M | ||
| Q1 24 | $-45.7M | $242.5M |
自由现金流SMPSUI
| Q4 25 | $-37.6M | — | ||
| Q3 25 | $81.5M | — | ||
| Q2 25 | $44.2M | — | ||
| Q1 25 | $-69.4M | — | ||
| Q4 24 | $-11.4M | — | ||
| Q3 24 | $77.1M | — | ||
| Q2 24 | $22.7M | — | ||
| Q1 24 | $-55.8M | — |
自由现金流率SMPSUI
| Q4 25 | -9.8% | — | ||
| Q3 25 | 16.3% | — | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | -16.8% | — | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | 19.3% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | -16.8% | — |
资本支出强度SMPSUI
| Q4 25 | 2.4% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 3.3% | — | ||
| Q1 24 | 3.0% | — |
现金转化率SMPSUI
| Q4 25 | -3.59× | — | ||
| Q3 25 | — | 16.35× | ||
| Q2 25 | 2.15× | 0.19× | ||
| Q1 25 | -4.79× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.19× | 0.63× | ||
| Q2 24 | 2.09× | 5.49× | ||
| 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% |
SUI
暂无分部数据
