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STANDARD MOTOR PRODUCTS, INC.(SMP)与VIRTUS INVESTMENT PARTNERS, INC.(VRTS)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VIRTUS INVESTMENT PARTNERS, INC.的1.9倍($385.1M vs $199.5M),VIRTUS INVESTMENT PARTNERS, INC.净利率更高(3.6% vs 2.0%,领先1.5%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs -4.1%),过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高(7.8% vs -5.7%)
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。
Virtus Investment Partners是一家美国多管理人资产管理企业,旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人,同时也提供非关联子投资顾问服务,为客户提供多元化的资产管理解决方案。
SMP vs VRTS — 直观对比
营收规模更大
SMP
是对方的1.9倍
$199.5M
营收增速更快
SMP
高出16.2%
-4.1%
净利率更高
VRTS
高出1.5%
2.0%
两年增速更快
SMP
近两年复合增速
-5.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $385.1M | $199.5M |
| 净利润 | $7.9M | $7.1M |
| 毛利率 | 31.7% | — |
| 营业利润率 | 5.6% | 7.7% |
| 净利率 | 2.0% | 3.6% |
| 营收同比 | 12.2% | -4.1% |
| 净利润同比 | 457.9% | -78.1% |
| 每股收益(稀释后) | $0.34 | $1.05 |
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
SMP
VRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $385.1M | $208.0M | ||
| Q3 25 | $498.8M | $216.4M | ||
| Q2 25 | $493.9M | $210.5M | ||
| Q1 25 | $413.4M | $217.9M | ||
| Q4 24 | $343.4M | $233.5M | ||
| Q3 24 | $399.3M | $227.0M | ||
| Q2 24 | $389.8M | $224.4M |
净利润
SMP
VRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $7.9M | $33.9M | ||
| Q3 25 | $-4.3M | $31.3M | ||
| Q2 25 | $25.2M | $42.7M | ||
| Q1 25 | $12.6M | $28.1M | ||
| Q4 24 | $-2.2M | $39.5M | ||
| Q3 24 | $3.8M | $49.1M | ||
| Q2 24 | $17.1M | $26.0M |
毛利率
SMP
VRTS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率
SMP
VRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 5.6% | 19.1% | ||
| Q3 25 | 9.5% | 21.7% | ||
| Q2 25 | 8.7% | 21.5% | ||
| Q1 25 | 5.9% | 16.8% | ||
| Q4 24 | 1.1% | 21.7% | ||
| Q3 24 | 9.3% | 24.3% | ||
| Q2 24 | 6.4% | 19.7% |
净利率
SMP
VRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 2.0% | 16.3% | ||
| Q3 25 | -0.9% | 14.5% | ||
| Q2 25 | 5.1% | 20.3% | ||
| Q1 25 | 3.0% | 12.9% | ||
| Q4 24 | -0.6% | 16.9% | ||
| Q3 24 | 1.0% | 21.6% | ||
| Q2 24 | 4.4% | 11.6% |
每股收益(稀释后)
SMP
VRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $0.34 | $5.15 | ||
| Q3 25 | $-0.19 | $4.65 | ||
| Q2 25 | $1.13 | $6.12 | ||
| Q1 25 | $0.56 | $4.05 | ||
| Q4 24 | $-0.09 | $4.65 | ||
| Q3 24 | $0.17 | $5.71 | ||
| Q2 24 | $0.77 | $2.43 |
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 | — | $136.6M |
| 总债务越低越好 | $618.7M | — |
| 股东权益账面价值 | $683.7M | $93.6B |
| 总资产 | $2.0B | — |
| 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
SMP
VRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | $87.2M | — | ||
| Q2 25 | $58.8M | — | ||
| Q1 25 | $50.3M | — | ||
| Q4 24 | $44.4M | — | ||
| Q3 24 | $26.3M | — | ||
| Q2 24 | $26.2M | — |
总债务
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $618.7M | $390.0M | ||
| Q3 25 | $589.5M | $390.6M | ||
| Q2 25 | $636.6M | $231.3M | ||
| Q1 25 | $650.6M | $231.7M | ||
| Q4 24 | $562.3M | $232.1M | ||
| Q3 24 | $142.8M | $237.5M | ||
| Q2 24 | $208.2M | $247.6M |
股东权益
SMP
VRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $683.7M | $934.0M | ||
| Q3 25 | $677.4M | $918.7M | ||
| Q2 25 | $688.6M | $896.4M | ||
| Q1 25 | $638.0M | $893.7M | ||
| Q4 24 | $615.7M | $897.5M | ||
| Q3 24 | $638.8M | $889.0M | ||
| Q2 24 | $640.0M | $868.7M |
总资产
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $4.3B | ||
| Q3 25 | $2.0B | $3.9B | ||
| Q2 25 | $2.0B | $3.7B | ||
| Q1 25 | $1.9B | $3.7B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.4B | $3.6B | ||
| Q2 24 | $1.4B | $3.6B |
负债/权益比
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.90× | 0.42× | ||
| Q3 25 | 0.87× | 0.43× | ||
| Q2 25 | 0.92× | 0.26× | ||
| Q1 25 | 1.02× | 0.26× | ||
| Q4 24 | 0.91× | 0.26× | ||
| Q3 24 | 0.22× | 0.27× | ||
| Q2 24 | 0.33× | 0.29× |
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 | — |
| 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× | — |
| 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
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $-28.2M | $-67.2M | ||
| Q3 25 | $91.6M | $108.3M | ||
| Q2 25 | $54.3M | $75.8M | ||
| Q1 25 | $-60.2M | $-3.8M | ||
| Q4 24 | $-1.5M | $1.8M | ||
| Q3 24 | $88.3M | $69.1M | ||
| Q2 24 | $35.6M | $70.0M |
自由现金流
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | $-37.6M | $-74.1M | ||
| Q3 25 | $81.5M | $106.9M | ||
| Q2 25 | $44.2M | $74.2M | ||
| Q1 25 | $-69.4M | $-6.8M | ||
| Q4 24 | $-11.4M | $-3.8M | ||
| Q3 24 | $77.1M | $68.7M | ||
| Q2 24 | $22.7M | $68.6M |
自由现金流率
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | -9.8% | -35.6% | ||
| Q3 25 | 16.3% | 49.4% | ||
| Q2 25 | 8.9% | 35.2% | ||
| Q1 25 | -16.8% | -3.1% | ||
| Q4 24 | -3.3% | -1.6% | ||
| Q3 24 | 19.3% | 30.3% | ||
| Q2 24 | 5.8% | 30.6% |
资本支出强度
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 3.3% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.1% | 0.7% | ||
| Q1 25 | 2.2% | 1.4% | ||
| Q4 24 | 2.9% | 2.4% | ||
| Q3 24 | 2.8% | 0.2% | ||
| Q2 24 | 3.3% | 0.6% |
现金转化率
SMP
VRTS
| Q1 26 | — | — | ||
| Q4 25 | -3.59× | -1.99× | ||
| Q3 25 | — | 3.45× | ||
| Q2 25 | 2.15× | 1.77× | ||
| Q1 25 | -4.79× | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | 23.19× | 1.41× | ||
| Q2 24 | 2.09× | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |