vs
STANDARD MOTOR PRODUCTS, INC.（SMP）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
STANDARD MOTOR PRODUCTS, INC.的季度营收约是世纪互联的1.1倍（$385.1M vs $362.7M），STANDARD MOTOR PRODUCTS, INC.净利率更高（2.0% vs -10.7%，领先12.7%），STANDARD MOTOR PRODUCTS, INC.自由现金流更多（$-37.6M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs 7.8%）
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。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
SMP vs VNET — 直观对比
营收规模更大
SMP
是对方的1.1倍
$362.7M
净利率更高
SMP
高出12.7%
-10.7%
自由现金流更多
SMP
多$155.5M
$-193.1M
两年增速更快
VNET
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $362.7M |
| 净利润 | $7.9M | $-38.7M |
| 毛利率 | 31.7% | 20.9% |
| 营业利润率 | 5.6% | 0.5% |
| 净利率 | 2.0% | -10.7% |
| 营收同比 | 12.2% | — |
| 净利润同比 | 457.9% | — |
| 每股收益（稀释后） | $0.34 | — |
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SMPVNET
| Q4 25 | $385.1M | — | ||
| Q3 25 | $498.8M | $362.7M | ||
| Q2 25 | $493.9M | — | ||
| Q1 25 | $413.4M | $309.5M | ||
| Q4 24 | $343.4M | — | ||
| Q3 24 | $399.3M | $302.2M | ||
| Q2 24 | $389.8M | $274.4M | ||
| Q1 24 | $331.4M | $262.9M |
净利润SMPVNET
| Q4 25 | $7.9M | — | ||
| Q3 25 | $-4.3M | $-38.7M | ||
| Q2 25 | $25.2M | — | ||
| Q1 25 | $12.6M | $-2.4M | ||
| Q4 24 | $-2.2M | — | ||
| Q3 24 | $3.8M | $-2.1M | ||
| Q2 24 | $17.1M | $-1.1M | ||
| Q1 24 | $8.8M | $-22.0M |
毛利率SMPVNET
| Q4 25 | 31.7% | — | ||
| Q3 25 | 32.4% | 20.9% | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.2% | 25.2% | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 30.4% | 23.2% | ||
| Q2 24 | 28.6% | 21.3% | ||
| Q1 24 | 27.0% | 21.6% |
营业利润率SMPVNET
| Q4 25 | 5.6% | — | ||
| Q3 25 | 9.5% | 0.5% | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | 5.9% | 0.1% | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 9.3% | 24.5% | ||
| Q2 24 | 6.4% | 0.2% | ||
| Q1 24 | 4.4% | 0.2% |
净利率SMPVNET
| Q4 25 | 2.0% | — | ||
| Q3 25 | -0.9% | -10.7% | ||
| Q2 25 | 5.1% | — | ||
| Q1 25 | 3.0% | -0.8% | ||
| Q4 24 | -0.6% | — | ||
| Q3 24 | 1.0% | -0.7% | ||
| Q2 24 | 4.4% | -0.4% | ||
| Q1 24 | 2.7% | -8.4% |
每股收益（稀释后）SMPVNET
| Q4 25 | $0.34 | — | ||
| Q3 25 | $-0.19 | — | ||
| Q2 25 | $1.13 | — | ||
| Q1 25 | $0.56 | — | ||
| Q4 24 | $-0.09 | — | ||
| Q3 24 | $0.17 | — | ||
| Q2 24 | $0.77 | — | ||
| Q1 24 | $0.39 | — |
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 | — | $492.1M |
| 总债务越低越好 | $618.7M | — |
| 股东权益账面价值 | $683.7M | $890.8M |
| 总资产 | $2.0B | $6.1B |
| 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SMPVNET
| Q4 25 | — | — | ||
| Q3 25 | $87.2M | $492.1M | ||
| Q2 25 | $58.8M | — | ||
| Q1 25 | $50.3M | $544.3M | ||
| Q4 24 | $44.4M | — | ||
| Q3 24 | $26.3M | $219.5M | ||
| Q2 24 | $26.2M | $247.2M | ||
| Q1 24 | $27.1M | $246.9M |
总债务SMPVNET
| Q4 25 | $618.7M | — | ||
| Q3 25 | $589.5M | — | ||
| Q2 25 | $636.6M | — | ||
| Q1 25 | $650.6M | — | ||
| Q4 24 | $562.3M | — | ||
| Q3 24 | $142.8M | $1.2B | ||
| Q2 24 | $208.2M | — | ||
| Q1 24 | $214.9M | — |
股东权益SMPVNET
| Q4 25 | $683.7M | — | ||
| Q3 25 | $677.4M | $890.8M | ||
| Q2 25 | $688.6M | — | ||
| Q1 25 | $638.0M | $927.8M | ||
| Q4 24 | $615.7M | — | ||
| Q3 24 | $638.8M | $902.9M | ||
| Q2 24 | $640.0M | $900.6M | ||
| Q1 24 | $639.1M | $895.1M |
总资产SMPVNET
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $6.1B | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $1.9B | $5.4B | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.4B | $4.3B | ||
| Q2 24 | $1.4B | $4.0B | ||
| Q1 24 | $1.4B | $3.9B |
负债/权益比SMPVNET
| Q4 25 | 0.90× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.22× | 1.28× | ||
| 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 | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $-37.6M | $-193.1M |
| 自由现金流率自由现金流/营收 | -9.8% | -53.2% |
| 资本支出强度资本支出/营收 | 2.4% | 84.6% |
| 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 | $-589.7M |
8季度趋势，按日历期对齐
经营现金流SMPVNET
| Q4 25 | $-28.2M | — | ||
| Q3 25 | $91.6M | $113.8M | ||
| Q2 25 | $54.3M | — | ||
| Q1 25 | $-60.2M | $27.0M | ||
| Q4 24 | $-1.5M | — | ||
| Q3 24 | $88.3M | $108.3M | ||
| Q2 24 | $35.6M | $55.8M | ||
| Q1 24 | $-45.7M | $37.1M |
自由现金流SMPVNET
| Q4 25 | $-37.6M | — | ||
| Q3 25 | $81.5M | $-193.1M | ||
| Q2 25 | $44.2M | — | ||
| Q1 25 | $-69.4M | $-220.0M | ||
| Q4 24 | $-11.4M | — | ||
| Q3 24 | $77.1M | $-95.0M | ||
| Q2 24 | $22.7M | $-81.6M | ||
| Q1 24 | $-55.8M | $-102.2M |
自由现金流率SMPVNET
| Q4 25 | -9.8% | — | ||
| Q3 25 | 16.3% | -53.2% | ||
| Q2 25 | 8.9% | — | ||
| Q1 25 | -16.8% | -71.1% | ||
| Q4 24 | -3.3% | — | ||
| Q3 24 | 19.3% | -31.4% | ||
| Q2 24 | 5.8% | -29.8% | ||
| Q1 24 | -16.8% | -38.9% |
资本支出强度SMPVNET
| Q4 25 | 2.4% | — | ||
| Q3 25 | 2.0% | 84.6% | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.2% | 79.8% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 2.8% | 67.3% | ||
| Q2 24 | 3.3% | 50.1% | ||
| Q1 24 | 3.0% | 53.0% |
现金转化率SMPVNET
| 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% |
VNET
暂无分部数据
