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Solstice Advanced Materials Inc.（SOLS）与斑马技术（ZBRA）财务数据对比。点击上方公司名可切换其他公司
斑马技术的季度营收约是Solstice Advanced Materials Inc.的1.5倍（$1.5B vs $969.0M），斑马技术净利率更高（4.7% vs -3.6%，领先8.4%），斑马技术同比增速更快（10.6% vs 6.8%），斑马技术自由现金流更多（$327.0M vs $41.0M）
Solstice Advanced Materials Inc.是一家特种先进材料供应商，专注于研发、生产及销售高性能功能材料，产品覆盖可再生能源、消费电子、工业制造、先进汽车等领域，其材料解决方案可帮助全球客户提升产品耐用性与能源利用效率。
斑马技术（Zebra Technologies）是源自美国的跨国科技企业，专注于智能数据采集系统领域的研发与落地。公司总部位于芝加哥郊外的伊利诺伊州林肯郡，目前在全球57个国家和地区开展业务，雇员总数达10700名。
SOLS vs ZBRA — 直观对比
营收规模更大
ZBRA
是对方的1.5倍
$969.0M
营收增速更快
ZBRA
高出3.7%
6.8%
净利率更高
ZBRA
高出8.4%
-3.6%
自由现金流更多
ZBRA
多$286.0M
$41.0M
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $969.0M | $1.5B |
| 净利润 | $-35.0M | $70.0M |
| 毛利率 | 32.0% | 47.3% |
| 营业利润率 | 17.9% | 9.4% |
| 净利率 | -3.6% | 4.7% |
| 营收同比 | 6.8% | 10.6% |
| 净利润同比 | -123.0% | -57.1% |
| 每股收益（稀释后） | — | $1.40 |
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SOLSZBRA
| Q4 25 | — | $1.5B | ||
| Q3 25 | $969.0M | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $907.0M | $1.3B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
净利润SOLSZBRA
| Q4 25 | — | $70.0M | ||
| Q3 25 | $-35.0M | $101.0M | ||
| Q2 25 | — | $112.0M | ||
| Q1 25 | — | $136.0M | ||
| Q4 24 | — | $163.0M | ||
| Q3 24 | $152.0M | $137.0M | ||
| Q2 24 | — | $113.0M | ||
| Q1 24 | — | $115.0M |
毛利率SOLSZBRA
| Q4 25 | — | 47.3% | ||
| Q3 25 | 32.0% | 48.0% | ||
| Q2 25 | — | 47.6% | ||
| Q1 25 | — | 49.3% | ||
| Q4 24 | — | 48.6% | ||
| Q3 24 | 36.6% | 48.8% | ||
| Q2 24 | — | 48.4% | ||
| Q1 24 | — | 47.9% |
营业利润率SOLSZBRA
| Q4 25 | — | 9.4% | ||
| Q3 25 | 17.9% | 13.9% | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 14.9% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | 21.7% | 15.2% | ||
| Q2 24 | — | 13.7% | ||
| Q1 24 | — | 13.5% |
净利率SOLSZBRA
| Q4 25 | — | 4.7% | ||
| Q3 25 | -3.6% | 7.7% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | — | 10.4% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | 16.8% | 10.9% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 9.8% |
每股收益（稀释后）SOLSZBRA
| Q4 25 | — | $1.40 | ||
| Q3 25 | — | $1.97 | ||
| Q2 25 | — | $2.19 | ||
| Q1 25 | — | $2.62 | ||
| Q4 24 | — | $3.14 | ||
| Q3 24 | — | $2.64 | ||
| Q2 24 | — | $2.17 | ||
| Q1 24 | — | $2.23 |
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 | $417.0M | $125.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.2B | $3.6B |
| 总资产 | $5.2B | $8.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资SOLSZBRA
| Q4 25 | — | $125.0M | ||
| Q3 25 | $417.0M | $1.1B | ||
| Q2 25 | — | $872.0M | ||
| Q1 25 | — | $879.0M | ||
| Q4 24 | — | $901.0M | ||
| Q3 24 | — | $676.0M | ||
| Q2 24 | — | $411.0M | ||
| Q1 24 | — | $127.0M |
总债务SOLSZBRA
| Q4 25 | — | — | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.1B |
股东权益SOLSZBRA
| Q4 25 | — | $3.6B | ||
| Q3 25 | $3.2B | $3.7B | ||
| Q2 25 | — | $3.6B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | $3.2B | $3.4B | ||
| Q2 24 | — | $3.3B | ||
| Q1 24 | — | $3.2B |
总资产SOLSZBRA
| Q4 25 | — | $8.5B | ||
| Q3 25 | $5.2B | $8.1B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | $7.7B | ||
| Q2 24 | — | $7.5B | ||
| Q1 24 | — | $7.3B |
负债/权益比SOLSZBRA
| Q4 25 | — | — | ||
| Q3 25 | — | 0.58× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.66× | ||
| Q1 24 | — | 0.66× |
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 | $289.0M | $357.0M |
| 自由现金流经营现金流 - 资本支出 | $41.0M | $327.0M |
| 自由现金流率自由现金流/营收 | 4.2% | 22.2% |
| 资本支出强度资本支出/营收 | 25.6% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 5.10× |
| 过去12个月自由现金流最近4个季度 | — | $831.0M |
8季度趋势，按日历期对齐
经营现金流SOLSZBRA
| Q4 25 | — | $357.0M | ||
| Q3 25 | $289.0M | $235.0M | ||
| Q2 25 | — | $147.0M | ||
| Q1 25 | — | $178.0M | ||
| Q4 24 | — | $306.0M | ||
| Q3 24 | — | $294.0M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $125.0M |
自由现金流SOLSZBRA
| Q4 25 | — | $327.0M | ||
| Q3 25 | $41.0M | $216.0M | ||
| Q2 25 | — | $130.0M | ||
| Q1 25 | — | $158.0M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $277.0M | ||
| Q2 24 | — | $278.0M | ||
| Q1 24 | — | $111.0M |
自由现金流率SOLSZBRA
| Q4 25 | — | 22.2% | ||
| Q3 25 | 4.2% | 16.4% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | 12.1% | ||
| Q4 24 | — | 21.6% | ||
| Q3 24 | — | 22.1% | ||
| Q2 24 | — | 22.8% | ||
| Q1 24 | — | 9.4% |
资本支出强度SOLSZBRA
| Q4 25 | — | 2.0% | ||
| Q3 25 | 25.6% | 1.4% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 1.2% |
现金转化率SOLSZBRA
| Q4 25 | — | 5.10× | ||
| Q3 25 | — | 2.33× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 1.31× | ||
| Q4 24 | — | 1.88× | ||
| Q3 24 | — | 2.15× | ||
| Q2 24 | — | 2.55× | ||
| Q1 24 | — | 1.09× |
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
SOLS
| Refrigerants | $400.0M | 41% |
| Research And Performance Chemicals | $126.0M | 13% |
| Electronic Materials | $103.0M | 11% |
| Other | $89.0M | 9% |
| Services | $64.0M | 7% |
| Alternative Energy Services | $63.0M | 7% |
| Safety And Defense Solutions | $53.0M | 5% |
| Healthcare Packaging | $49.0M | 5% |
| Affiliated Entity | $22.0M | 2% |
ZBRA
| Tangible Products | $1.2B | 83% |
| Service And Software | $255.0M | 17% |
