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STANDARD MOTOR PRODUCTS, INC.(SMP)与Walker & Dunlop, Inc.(WD)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Walker & Dunlop, Inc.的1.1倍($385.1M vs $340.0M),STANDARD MOTOR PRODUCTS, INC.净利率更高(2.0% vs -12.9%,领先14.9%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs -0.4%),STANDARD MOTOR PRODUCTS, INC.自由现金流更多($-37.6M vs $-680.1M),过去两年Walker & Dunlop, Inc.的营收复合增速更高(22.1% 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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构,为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务,业务辐射全球多个市场,在行业内拥有深厚的资源积累与广泛的市场认可度。
SMP vs WD — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $385.1M | $340.0M |
| 净利润 | $7.9M | $-13.9M |
| 毛利率 | 31.7% | — |
| 营业利润率 | 5.6% | -17.2% |
| 净利率 | 2.0% | -12.9% |
| 营收同比 | 12.2% | -0.4% |
| 净利润同比 | 457.9% | -131.0% |
| 每股收益(稀释后) | $0.34 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $498.8M | $337.7M | ||
| Q2 25 | $493.9M | $319.2M | ||
| Q1 25 | $413.4M | $237.4M | ||
| Q4 24 | $343.4M | $341.5M | ||
| Q3 24 | $399.3M | $292.3M | ||
| Q2 24 | $389.8M | $270.7M | ||
| Q1 24 | $331.4M | $228.1M |
| Q4 25 | $7.9M | $-13.9M | ||
| Q3 25 | $-4.3M | $33.5M | ||
| Q2 25 | $25.2M | $34.0M | ||
| Q1 25 | $12.6M | $2.8M | ||
| Q4 24 | $-2.2M | $44.8M | ||
| Q3 24 | $3.8M | $28.8M | ||
| Q2 24 | $17.1M | $22.7M | ||
| Q1 24 | $8.8M | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 9.5% | 13.6% | ||
| Q2 25 | 8.7% | 14.5% | ||
| Q1 25 | 5.9% | 2.2% | ||
| Q4 24 | 1.1% | 15.3% | ||
| Q3 24 | 9.3% | 12.8% | ||
| Q2 24 | 6.4% | 10.4% | ||
| Q1 24 | 4.4% | 6.0% |
| Q4 25 | 2.0% | -12.9% | ||
| Q3 25 | -0.9% | 9.9% | ||
| Q2 25 | 5.1% | 10.6% | ||
| Q1 25 | 3.0% | 1.2% | ||
| Q4 24 | -0.6% | 13.1% | ||
| Q3 24 | 1.0% | 9.9% | ||
| Q2 24 | 4.4% | 8.4% | ||
| Q1 24 | 2.7% | 5.2% |
| Q4 25 | $0.34 | $-0.41 | ||
| Q3 25 | $-0.19 | $0.98 | ||
| Q2 25 | $1.13 | $0.99 | ||
| Q1 25 | $0.56 | $0.08 | ||
| Q4 24 | $-0.09 | $1.32 | ||
| Q3 24 | $0.17 | $0.85 | ||
| Q2 24 | $0.77 | $0.67 | ||
| Q1 24 | $0.39 | $0.35 |
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 | — | $299.3M |
| 总债务越低越好 | $618.7M | — |
| 股东权益账面价值 | $683.7M | $1.7B |
| 总资产 | $2.0B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.90× | — |
8季度趋势,按日历期对齐
| Q4 25 | — | $299.3M | ||
| Q3 25 | $87.2M | $274.8M | ||
| Q2 25 | $58.8M | $233.7M | ||
| Q1 25 | $50.3M | $181.0M | ||
| Q4 24 | $44.4M | $279.3M | ||
| Q3 24 | $26.3M | $179.8M | ||
| Q2 24 | $26.2M | $208.1M | ||
| Q1 24 | $27.1M | $216.5M |
| Q4 25 | $618.7M | — | ||
| Q3 25 | $589.5M | — | ||
| Q2 25 | $636.6M | — | ||
| Q1 25 | $650.6M | — | ||
| Q4 24 | $562.3M | — | ||
| Q3 24 | $142.8M | — | ||
| Q2 24 | $208.2M | — | ||
| Q1 24 | $214.9M | — |
| Q4 25 | $683.7M | $1.7B | ||
| Q3 25 | $677.4M | $1.8B | ||
| Q2 25 | $688.6M | $1.8B | ||
| Q1 25 | $638.0M | $1.7B | ||
| Q4 24 | $615.7M | $1.7B | ||
| Q3 24 | $638.8M | $1.7B | ||
| Q2 24 | $640.0M | $1.7B | ||
| Q1 24 | $639.1M | $1.7B |
| Q4 25 | $2.0B | $5.1B | ||
| Q3 25 | $2.0B | $5.8B | ||
| Q2 25 | $2.0B | $4.7B | ||
| Q1 25 | $1.9B | $4.5B | ||
| Q4 24 | $1.8B | $4.4B | ||
| Q3 24 | $1.4B | $4.6B | ||
| Q2 24 | $1.4B | $4.2B | ||
| Q1 24 | $1.4B | $3.8B |
| Q4 25 | 0.90× | — | ||
| Q3 25 | 0.87× | — | ||
| Q2 25 | 0.92× | — | ||
| Q1 25 | 1.02× | — | ||
| Q4 24 | 0.91× | — | ||
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $-37.6M | $-680.1M |
| 自由现金流率自由现金流/营收 | -9.8% | -200.0% |
| 资本支出强度资本支出/营收 | 2.4% | 4.6% |
| 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 | $-2.2B |
8季度趋势,按日历期对齐
| Q4 25 | $-28.2M | $-664.3M | ||
| Q3 25 | $91.6M | $-948.1M | ||
| Q2 25 | $54.3M | $-238.5M | ||
| Q1 25 | $-60.2M | $-281.1M | ||
| Q4 24 | $-1.5M | $129.4M | ||
| Q3 24 | $88.3M | $-202.0M | ||
| Q2 24 | $35.6M | $-237.8M | ||
| Q1 24 | $-45.7M | $38.4M |
| Q4 25 | $-37.6M | $-680.1M | ||
| Q3 25 | $81.5M | $-950.4M | ||
| Q2 25 | $44.2M | $-241.0M | ||
| Q1 25 | $-69.4M | $-284.7M | ||
| Q4 24 | $-11.4M | $116.4M | ||
| Q3 24 | $77.1M | $-204.0M | ||
| Q2 24 | $22.7M | $-241.7M | ||
| Q1 24 | $-55.8M | $35.2M |
| Q4 25 | -9.8% | -200.0% | ||
| Q3 25 | 16.3% | -281.5% | ||
| Q2 25 | 8.9% | -75.5% | ||
| Q1 25 | -16.8% | -120.0% | ||
| Q4 24 | -3.3% | 34.1% | ||
| Q3 24 | 19.3% | -69.8% | ||
| Q2 24 | 5.8% | -89.3% | ||
| Q1 24 | -16.8% | 15.4% |
| Q4 25 | 2.4% | 4.6% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.1% | 0.8% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 2.9% | 3.8% | ||
| Q3 24 | 2.8% | 0.7% | ||
| Q2 24 | 3.3% | 1.4% | ||
| Q1 24 | 3.0% | 1.4% |
| Q4 25 | -3.59× | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | 2.15× | -7.02× | ||
| Q1 25 | -4.79× | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | 23.19× | -7.01× | ||
| Q2 24 | 2.09× | -10.49× | ||
| Q1 24 | -5.18× | 3.24× |
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% |
WD
暂无分部数据