vs
Simpson Manufacturing Co., Inc.（SSD）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是STARWOOD PROPERTY TRUST, INC.的1.2倍（$588.0M vs $492.9M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 15.0%，领先4.7%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs 8.5%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% vs -2.9%）
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
SSD vs STWD — 直观对比
营收规模更大
SSD
是对方的1.2倍
$492.9M
营收增速更快
SSD
高出0.6%
8.5%
净利率更高
STWD
高出4.7%
15.0%
两年增速更快
SSD
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $588.0M | $492.9M |
| 净利润 | $88.2M | $96.9M |
| 毛利率 | 45.2% | — |
| 营业利润率 | 19.5% | 26.6% |
| 净利率 | 15.0% | 19.7% |
| 营收同比 | 9.1% | 8.5% |
| 净利润同比 | 13.3% | 87.7% |
| 每股收益（稀释后） | $2.13 | $0.25 |
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SSDSTWD
| Q1 26 | $588.0M | — | ||
| Q4 25 | $539.3M | $492.9M | ||
| Q3 25 | $623.5M | $488.9M | ||
| Q2 25 | $631.1M | $444.3M | ||
| Q1 25 | $538.9M | $418.2M | ||
| Q4 24 | $517.4M | $454.4M | ||
| Q3 24 | $587.2M | $479.5M | ||
| Q2 24 | $597.0M | $489.8M |
净利润SSDSTWD
| Q1 26 | $88.2M | — | ||
| Q4 25 | $56.2M | $96.9M | ||
| Q3 25 | $107.4M | $72.6M | ||
| Q2 25 | $103.5M | $129.8M | ||
| Q1 25 | $77.9M | $112.3M | ||
| Q4 24 | $55.4M | $51.6M | ||
| Q3 24 | $93.5M | $76.1M | ||
| Q2 24 | $97.8M | $77.9M |
毛利率SSDSTWD
| Q1 26 | 45.2% | — | ||
| Q4 25 | 43.4% | — | ||
| Q3 25 | 46.4% | — | ||
| Q2 25 | 46.7% | — | ||
| Q1 25 | 46.8% | — | ||
| Q4 24 | 44.0% | — | ||
| Q3 24 | 46.8% | — | ||
| Q2 24 | 46.7% | — |
营业利润率SSDSTWD
| Q1 26 | 19.5% | — | ||
| Q4 25 | 13.9% | 26.6% | ||
| Q3 25 | 22.6% | 19.1% | ||
| Q2 25 | 22.2% | 30.5% | ||
| Q1 25 | 19.0% | 28.7% | ||
| Q4 24 | 14.8% | 15.1% | ||
| Q3 24 | 21.3% | 17.2% | ||
| Q2 24 | 22.1% | 19.1% |
净利率SSDSTWD
| Q1 26 | 15.0% | — | ||
| Q4 25 | 10.4% | 19.7% | ||
| Q3 25 | 17.2% | 14.8% | ||
| Q2 25 | 16.4% | 29.2% | ||
| Q1 25 | 14.5% | 26.8% | ||
| Q4 24 | 10.7% | 11.4% | ||
| Q3 24 | 15.9% | 15.9% | ||
| Q2 24 | 16.4% | 15.9% |
每股收益（稀释后）SSDSTWD
| Q1 26 | $2.13 | — | ||
| Q4 25 | $1.34 | $0.25 | ||
| Q3 25 | $2.58 | $0.19 | ||
| Q2 25 | $2.47 | $0.38 | ||
| Q1 25 | $1.85 | $0.33 | ||
| Q4 24 | $1.31 | $0.15 | ||
| Q3 24 | $2.21 | $0.23 | ||
| Q2 24 | $2.31 | $0.24 |
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 | $341.0M | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $6.8B |
| 总资产 | $3.0B | $63.2B |
| 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SSDSTWD
| Q1 26 | $341.0M | — | ||
| Q4 25 | $384.1M | $499.5M | ||
| Q3 25 | $297.3M | $301.1M | ||
| Q2 25 | $190.4M | $259.9M | ||
| Q1 25 | $150.3M | $440.6M | ||
| Q4 24 | $239.4M | $377.8M | ||
| Q3 24 | $339.4M | $357.9M | ||
| Q2 24 | $354.9M | $259.3M |
总债务SSDSTWD
| Q1 26 | — | — | ||
| Q4 25 | $300.0M | — | ||
| Q3 25 | $371.3M | — | ||
| Q2 25 | $376.9M | — | ||
| Q1 25 | $382.5M | — | ||
| Q4 24 | $388.1M | — | ||
| Q3 24 | $393.8M | — | ||
| Q2 24 | $399.4M | — |
股东权益SSDSTWD
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $6.8B | ||
| Q3 25 | $2.0B | $6.9B | ||
| Q2 25 | $1.9B | $6.4B | ||
| Q1 25 | $1.9B | $6.4B | ||
| Q4 24 | $1.8B | $6.4B | ||
| Q3 24 | $1.9B | $6.5B | ||
| Q2 24 | $1.8B | $6.2B |
总资产SSDSTWD
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.1B | $63.2B | ||
| Q3 25 | $3.0B | $62.4B | ||
| Q2 25 | $3.0B | $62.4B | ||
| Q1 25 | $2.8B | $62.2B | ||
| Q4 24 | $2.7B | $62.6B | ||
| Q3 24 | $2.9B | $64.2B | ||
| Q2 24 | $2.8B | $64.1B |
负债/权益比SSDSTWD
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.21× | — | ||
| Q2 24 | 0.23× | — |
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 | — | $488.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 5.04× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SSDSTWD
| Q1 26 | — | — | ||
| Q4 25 | $155.7M | $488.8M | ||
| Q3 25 | $170.2M | $337.6M | ||
| Q2 25 | $125.2M | $-87.4M | ||
| Q1 25 | $7.6M | $238.9M | ||
| Q4 24 | $115.8M | $295.6M | ||
| Q3 24 | $103.3M | $241.8M | ||
| Q2 24 | $111.1M | $53.3M |
自由现金流SSDSTWD
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | — | ||
| Q3 25 | $133.9M | — | ||
| Q2 25 | $87.3M | — | ||
| Q1 25 | $-42.6M | — | ||
| Q4 24 | $60.3M | — | ||
| Q3 24 | $58.1M | — | ||
| Q2 24 | $70.9M | — |
自由现金流率SSDSTWD
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 13.8% | — | ||
| Q1 25 | -7.9% | — | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 9.9% | — | ||
| Q2 24 | 11.9% | — |
资本支出强度SSDSTWD
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.7% | — | ||
| Q3 24 | 7.7% | — | ||
| Q2 24 | 6.7% | — |
现金转化率SSDSTWD
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | 5.04× | ||
| Q3 25 | 1.58× | 4.65× | ||
| Q2 25 | 1.21× | -0.67× | ||
| Q1 25 | 0.10× | 2.13× | ||
| Q4 24 | 2.09× | 5.72× | ||
| Q3 24 | 1.10× | 3.18× | ||
| Q2 24 | 1.14× | 0.68× |
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
SSD
暂无分部数据
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
