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STANDARD MOTOR PRODUCTS, INC.（SMP）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.6倍（$613.5M vs $385.1M），Tyler Technologies净利率更高（13.2% vs 2.0%，领先11.2%），STANDARD MOTOR PRODUCTS, INC.同比增速更快（12.2% vs 8.6%），Tyler Technologies自由现金流更多（$2.0M vs $-37.6M），过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高（7.8% vs 6.5%）
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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
SMP vs TYL — 直观对比
营收规模更大
TYL
是对方的1.6倍
$385.1M
营收增速更快
SMP
高出3.6%
8.6%
净利率更高
TYL
高出11.2%
2.0%
自由现金流更多
TYL
多$39.7M
$-37.6M
两年增速更快
SMP
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $613.5M |
| 净利润 | $7.9M | $81.2M |
| 毛利率 | 31.7% | 48.3% |
| 营业利润率 | 5.6% | 16.3% |
| 净利率 | 2.0% | 13.2% |
| 营收同比 | 12.2% | 8.6% |
| 净利润同比 | 457.9% | — |
| 每股收益（稀释后） | $0.34 | $1.88 |
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SMPTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $385.1M | $575.2M | ||
| Q3 25 | $498.8M | $595.9M | ||
| Q2 25 | $493.9M | $596.1M | ||
| Q1 25 | $413.4M | $565.2M | ||
| Q4 24 | $343.4M | $541.1M | ||
| Q3 24 | $399.3M | $543.3M | ||
| Q2 24 | $389.8M | $541.0M |
净利润SMPTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $7.9M | $65.5M | ||
| Q3 25 | $-4.3M | $84.4M | ||
| Q2 25 | $25.2M | $84.6M | ||
| Q1 25 | $12.6M | $81.1M | ||
| Q4 24 | $-2.2M | $65.2M | ||
| Q3 24 | $3.8M | $75.9M | ||
| Q2 24 | $17.1M | $67.7M |
毛利率SMPTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | 31.7% | 45.5% | ||
| Q3 25 | 32.4% | 47.2% | ||
| Q2 25 | 30.6% | 45.8% | ||
| Q1 25 | 30.2% | 47.3% | ||
| Q4 24 | 29.4% | 43.8% | ||
| Q3 24 | 30.4% | 43.7% | ||
| Q2 24 | 28.6% | 44.0% |
营业利润率SMPTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 5.6% | 13.0% | ||
| Q3 25 | 9.5% | 16.4% | ||
| Q2 25 | 8.7% | 16.0% | ||
| Q1 25 | 5.9% | 15.8% | ||
| Q4 24 | 1.1% | 13.2% | ||
| Q3 24 | 9.3% | 15.2% | ||
| Q2 24 | 6.4% | 14.4% |
净利率SMPTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 2.0% | 11.4% | ||
| Q3 25 | -0.9% | 14.2% | ||
| Q2 25 | 5.1% | 14.2% | ||
| Q1 25 | 3.0% | 14.3% | ||
| Q4 24 | -0.6% | 12.1% | ||
| Q3 24 | 1.0% | 14.0% | ||
| Q2 24 | 4.4% | 12.5% |
每股收益（稀释后）SMPTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | $0.34 | $1.50 | ||
| Q3 25 | $-0.19 | $1.93 | ||
| Q2 25 | $1.13 | $1.93 | ||
| Q1 25 | $0.56 | $1.84 | ||
| Q4 24 | $-0.09 | $1.48 | ||
| Q3 24 | $0.17 | $1.74 | ||
| Q2 24 | $0.77 | $1.57 |
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 | — | $346.4M |
| 总债务越低越好 | $618.7M | — |
| 股东权益账面价值 | $683.7M | $3.6B |
| 总资产 | $2.0B | $4.8B |
| 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SMPTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $87.2M | $950.8M | ||
| Q2 25 | $58.8M | $892.3M | ||
| Q1 25 | $50.3M | $807.4M | ||
| Q4 24 | $44.4M | $768.0M | ||
| Q3 24 | $26.3M | $544.3M | ||
| Q2 24 | $26.2M | $258.0M |
总债务SMPTYL
| Q1 26 | — | — | ||
| Q4 25 | $618.7M | $599.7M | ||
| Q3 25 | $589.5M | $599.2M | ||
| Q2 25 | $636.6M | $598.8M | ||
| Q1 25 | $650.6M | $598.4M | ||
| Q4 24 | $562.3M | $597.9M | ||
| Q3 24 | $142.8M | $597.5M | ||
| Q2 24 | $208.2M | $597.1M |
股东权益SMPTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $683.7M | $3.7B | ||
| Q3 25 | $677.4M | $3.6B | ||
| Q2 25 | $688.6M | $3.6B | ||
| Q1 25 | $638.0M | $3.5B | ||
| Q4 24 | $615.7M | $3.4B | ||
| Q3 24 | $638.8M | $3.3B | ||
| Q2 24 | $640.0M | $3.1B |
总资产SMPTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $2.0B | $5.6B | ||
| Q3 25 | $2.0B | $5.5B | ||
| Q2 25 | $2.0B | $5.4B | ||
| Q1 25 | $1.9B | $5.2B | ||
| Q4 24 | $1.8B | $5.2B | ||
| Q3 24 | $1.4B | $5.0B | ||
| Q2 24 | $1.4B | $4.8B |
负债/权益比SMPTYL
| Q1 26 | — | — | ||
| Q4 25 | 0.90× | 0.16× | ||
| Q3 25 | 0.87× | 0.17× | ||
| Q2 25 | 0.92× | 0.16× | ||
| Q1 25 | 1.02× | 0.17× | ||
| Q4 24 | 0.91× | 0.18× | ||
| Q3 24 | 0.22× | 0.18× | ||
| Q2 24 | 0.33× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $-37.6M | $2.0M |
| 自由现金流率自由现金流/营收 | -9.8% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $18.7M | $585.7M |
8季度趋势，按日历期对齐
经营现金流SMPTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $-28.2M | $243.9M | ||
| Q3 25 | $91.6M | $255.2M | ||
| Q2 25 | $54.3M | $98.3M | ||
| Q1 25 | $-60.2M | $56.2M | ||
| Q4 24 | $-1.5M | $224.8M | ||
| Q3 24 | $88.3M | $263.7M | ||
| Q2 24 | $35.6M | $64.3M |
自由现金流SMPTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $-37.6M | $239.6M | ||
| Q3 25 | $81.5M | $251.3M | ||
| Q2 25 | $44.2M | $92.8M | ||
| Q1 25 | $-69.4M | $53.8M | ||
| Q4 24 | $-11.4M | $221.0M | ||
| Q3 24 | $77.1M | $260.8M | ||
| Q2 24 | $22.7M | $57.7M |
自由现金流率SMPTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | -9.8% | 41.7% | ||
| Q3 25 | 16.3% | 42.2% | ||
| Q2 25 | 8.9% | 15.6% | ||
| Q1 25 | -16.8% | 9.5% | ||
| Q4 24 | -3.3% | 40.8% | ||
| Q3 24 | 19.3% | 48.0% | ||
| Q2 24 | 5.8% | 10.7% |
资本支出强度SMPTYL
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 0.8% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.1% | 0.9% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | 2.9% | 0.7% | ||
| Q3 24 | 2.8% | 0.5% | ||
| Q2 24 | 3.3% | 1.2% |
现金转化率SMPTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | -3.59× | 3.72× | ||
| Q3 25 | — | 3.02× | ||
| Q2 25 | 2.15× | 1.16× | ||
| Q1 25 | -4.79× | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | 23.19× | 3.47× | ||
| Q2 24 | 2.09× | 0.95× |
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% |
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
