vs
STANDARD MOTOR PRODUCTS, INC.（SMP）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是医疗房产信托的1.3倍（$385.1M vs $296.5M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -0.3%，领先2.3%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs -17.0%），STANDARD MOTOR PRODUCTS, INC.自由现金流更多（$-37.6M vs $-95.2M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
SMP vs SVC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $296.5M |
| 净利润 | $7.9M | $-782.0K |
| 毛利率 | 31.7% | — |
| 营业利润率 | 5.6% | -3.9% |
| 净利率 | 2.0% | -0.3% |
| 营收同比 | 12.2% | -17.0% |
| 净利润同比 | 457.9% | 99.0% |
| 每股收益（稀释后） | $0.34 | $-0.01 |
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
| Q4 25 | $385.1M | $296.5M | ||
| Q3 25 | $498.8M | $377.6M | ||
| Q2 25 | $493.9M | $404.4M | ||
| Q1 25 | $413.4M | $335.0M | ||
| Q4 24 | $343.4M | $357.0M | ||
| Q3 24 | $399.3M | $390.9M | ||
| Q2 24 | $389.8M | $412.5M | ||
| Q1 24 | $331.4M | $336.2M |
| Q4 25 | $7.9M | $-782.0K | ||
| Q3 25 | $-4.3M | $-46.9M | ||
| Q2 25 | $25.2M | $-38.2M | ||
| Q1 25 | $12.6M | $-116.4M | ||
| Q4 24 | $-2.2M | $-76.4M | ||
| Q3 24 | $3.8M | $-46.9M | ||
| Q2 24 | $17.1M | $-73.8M | ||
| Q1 24 | $8.8M | $-78.4M |
| 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% | — |
| Q4 25 | 5.6% | -3.9% | ||
| Q3 25 | 9.5% | -12.8% | ||
| Q2 25 | 8.7% | -9.2% | ||
| Q1 25 | 5.9% | -33.3% | ||
| Q4 24 | 1.1% | -19.4% | ||
| Q3 24 | 9.3% | -12.8% | ||
| Q2 24 | 6.4% | -17.1% | ||
| Q1 24 | 4.4% | -21.4% |
| Q4 25 | 2.0% | -0.3% | ||
| Q3 25 | -0.9% | -12.4% | ||
| Q2 25 | 5.1% | -9.4% | ||
| Q1 25 | 3.0% | -34.8% | ||
| Q4 24 | -0.6% | -21.4% | ||
| Q3 24 | 1.0% | -12.0% | ||
| Q2 24 | 4.4% | -17.9% | ||
| Q1 24 | 2.7% | -23.3% |
| Q4 25 | $0.34 | $-0.01 | ||
| Q3 25 | $-0.19 | $-0.28 | ||
| Q2 25 | $1.13 | $-0.23 | ||
| Q1 25 | $0.56 | $-0.70 | ||
| Q4 24 | $-0.09 | $-0.46 | ||
| Q3 24 | $0.17 | $-0.28 | ||
| Q2 24 | $0.77 | $-0.45 | ||
| Q1 24 | $0.39 | $-0.48 |
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 | — | $346.8M |
| 总债务越低越好 | $618.7M | $5.5B |
| 股东权益账面价值 | $683.7M | $646.1M |
| 总资产 | $2.0B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.90× | 8.52× |
8季度趋势，按日历期对齐
| Q4 25 | — | $346.8M | ||
| Q3 25 | $87.2M | $417.4M | ||
| Q2 25 | $58.8M | $63.2M | ||
| Q1 25 | $50.3M | $80.1M | ||
| Q4 24 | $44.4M | $143.5M | ||
| Q3 24 | $26.3M | $48.6M | ||
| Q2 24 | $26.2M | $14.6M | ||
| Q1 24 | $27.1M | $71.3M |
| Q4 25 | $618.7M | $5.5B | ||
| Q3 25 | $589.5M | — | ||
| Q2 25 | $636.6M | — | ||
| Q1 25 | $650.6M | — | ||
| Q4 24 | $562.3M | $5.8B | ||
| Q3 24 | $142.8M | — | ||
| Q2 24 | $208.2M | — | ||
| Q1 24 | $214.9M | — |
| Q4 25 | $683.7M | $646.1M | ||
| Q3 25 | $677.4M | $647.9M | ||
| Q2 25 | $688.6M | $695.9M | ||
| Q1 25 | $638.0M | $734.6M | ||
| Q4 24 | $615.7M | $851.9M | ||
| Q3 24 | $638.8M | $929.0M | ||
| Q2 24 | $640.0M | $1.0B | ||
| Q1 24 | $639.1M | $1.1B |
| Q4 25 | $2.0B | $6.5B | ||
| Q3 25 | $2.0B | $7.0B | ||
| Q2 25 | $2.0B | $6.9B | ||
| Q1 25 | $1.9B | $7.0B | ||
| Q4 24 | $1.8B | $7.1B | ||
| Q3 24 | $1.4B | $7.1B | ||
| Q2 24 | $1.4B | $7.1B | ||
| Q1 24 | $1.4B | $7.2B |
| Q4 25 | 0.90× | 8.52× | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.91× | 6.85× | ||
| 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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $-37.6M | $-95.2M |
| 自由现金流率自由现金流/营收 | -9.8% | -32.1% |
| 资本支出强度资本支出/营收 | 2.4% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-28.2M | $-18.5M | ||
| Q3 25 | $91.6M | $98.1M | ||
| Q2 25 | $54.3M | $-7.0K | ||
| Q1 25 | $-60.2M | $38.2M | ||
| Q4 24 | $-1.5M | $-9.7M | ||
| Q3 24 | $88.3M | $106.2M | ||
| Q2 24 | $35.6M | $43.8M | ||
| Q1 24 | $-45.7M | $-926.0K |
| Q4 25 | $-37.6M | $-95.2M | ||
| Q3 25 | $81.5M | $57.9M | ||
| Q2 25 | $44.2M | $-46.6M | ||
| Q1 25 | $-69.4M | $-23.2M | ||
| Q4 24 | $-11.4M | $-88.9M | ||
| Q3 24 | $77.1M | $24.1M | ||
| Q2 24 | $22.7M | $-22.3M | ||
| Q1 24 | $-55.8M | $-77.2M |
| Q4 25 | -9.8% | -32.1% | ||
| Q3 25 | 16.3% | 15.3% | ||
| Q2 25 | 8.9% | -11.5% | ||
| Q1 25 | -16.8% | -6.9% | ||
| Q4 24 | -3.3% | -24.9% | ||
| Q3 24 | 19.3% | 6.2% | ||
| Q2 24 | 5.8% | -5.4% | ||
| Q1 24 | -16.8% | -23.0% |
| Q4 25 | 2.4% | 25.9% | ||
| Q3 25 | 2.0% | 10.6% | ||
| Q2 25 | 2.1% | 11.5% | ||
| Q1 25 | 2.2% | 18.3% | ||
| Q4 24 | 2.9% | 22.2% | ||
| Q3 24 | 2.8% | 21.0% | ||
| Q2 24 | 3.3% | 16.0% | ||
| Q1 24 | 3.0% | 22.7% |
| Q4 25 | -3.59× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.15× | — | ||
| Q1 25 | -4.79× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.19× | — | ||
| Q2 24 | 2.09× | — | ||
| 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% |
SVC
暂无分部数据
