vs
Simpson Manufacturing Co., Inc.（SSD）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是医疗房产信托的2.0倍（$588.0M vs $296.5M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -0.3%，领先15.3%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -17.0%），过去两年Simpson Manufacturing Co., Inc.的营收复合增速更高（-0.8% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
SSD vs SVC — 直观对比
营收规模更大
SSD
是对方的2.0倍
$296.5M
营收增速更快
SSD
高出26.1%
-17.0%
净利率更高
SSD
高出15.3%
-0.3%
两年增速更快
SSD
近两年复合增速
-6.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $588.0M | $296.5M |
| 净利润 | $88.2M | $-782.0K |
| 毛利率 | 45.2% | — |
| 营业利润率 | 19.5% | -3.9% |
| 净利率 | 15.0% | -0.3% |
| 营收同比 | 9.1% | -17.0% |
| 净利润同比 | 13.3% | 99.0% |
| 每股收益（稀释后） | $2.13 | $-0.01 |
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SSDSVC
| Q1 26 | $588.0M | — | ||
| Q4 25 | $539.3M | $296.5M | ||
| Q3 25 | $623.5M | $377.6M | ||
| Q2 25 | $631.1M | $404.4M | ||
| Q1 25 | $538.9M | $335.0M | ||
| Q4 24 | $517.4M | $357.0M | ||
| Q3 24 | $587.2M | $390.9M | ||
| Q2 24 | $597.0M | $412.5M |
净利润SSDSVC
| Q1 26 | $88.2M | — | ||
| Q4 25 | $56.2M | $-782.0K | ||
| Q3 25 | $107.4M | $-46.9M | ||
| Q2 25 | $103.5M | $-38.2M | ||
| Q1 25 | $77.9M | $-116.4M | ||
| Q4 24 | $55.4M | $-76.4M | ||
| Q3 24 | $93.5M | $-46.9M | ||
| Q2 24 | $97.8M | $-73.8M |
毛利率SSDSVC
| 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SSDSVC
| Q1 26 | 19.5% | — | ||
| Q4 25 | 13.9% | -3.9% | ||
| Q3 25 | 22.6% | -12.8% | ||
| Q2 25 | 22.2% | -9.2% | ||
| Q1 25 | 19.0% | -33.3% | ||
| Q4 24 | 14.8% | -19.4% | ||
| Q3 24 | 21.3% | -12.8% | ||
| Q2 24 | 22.1% | -17.1% |
净利率SSDSVC
| Q1 26 | 15.0% | — | ||
| Q4 25 | 10.4% | -0.3% | ||
| Q3 25 | 17.2% | -12.4% | ||
| Q2 25 | 16.4% | -9.4% | ||
| Q1 25 | 14.5% | -34.8% | ||
| Q4 24 | 10.7% | -21.4% | ||
| Q3 24 | 15.9% | -12.0% | ||
| Q2 24 | 16.4% | -17.9% |
每股收益（稀释后）SSDSVC
| Q1 26 | $2.13 | — | ||
| Q4 25 | $1.34 | $-0.01 | ||
| Q3 25 | $2.58 | $-0.28 | ||
| Q2 25 | $2.47 | $-0.23 | ||
| Q1 25 | $1.85 | $-0.70 | ||
| Q4 24 | $1.31 | $-0.46 | ||
| Q3 24 | $2.21 | $-0.28 | ||
| Q2 24 | $2.31 | $-0.45 |
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 | $346.8M |
| 总债务越低越好 | — | $5.5B |
| 股东权益账面价值 | $2.1B | $646.1M |
| 总资产 | $3.0B | $6.5B |
| 负债/权益比越低杠杆越低 | — | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资SSDSVC
| Q1 26 | $341.0M | — | ||
| Q4 25 | $384.1M | $346.8M | ||
| Q3 25 | $297.3M | $417.4M | ||
| Q2 25 | $190.4M | $63.2M | ||
| Q1 25 | $150.3M | $80.1M | ||
| Q4 24 | $239.4M | $143.5M | ||
| Q3 24 | $339.4M | $48.6M | ||
| Q2 24 | $354.9M | $14.6M |
总债务SSDSVC
| Q1 26 | — | — | ||
| Q4 25 | $300.0M | $5.5B | ||
| Q3 25 | $371.3M | — | ||
| Q2 25 | $376.9M | — | ||
| Q1 25 | $382.5M | — | ||
| Q4 24 | $388.1M | $5.8B | ||
| Q3 24 | $393.8M | — | ||
| Q2 24 | $399.4M | — |
股东权益SSDSVC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $646.1M | ||
| Q3 25 | $2.0B | $647.9M | ||
| Q2 25 | $1.9B | $695.9M | ||
| Q1 25 | $1.9B | $734.6M | ||
| Q4 24 | $1.8B | $851.9M | ||
| Q3 24 | $1.9B | $929.0M | ||
| Q2 24 | $1.8B | $1.0B |
总资产SSDSVC
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.1B | $6.5B | ||
| Q3 25 | $3.0B | $7.0B | ||
| Q2 25 | $3.0B | $6.9B | ||
| Q1 25 | $2.8B | $7.0B | ||
| Q4 24 | $2.7B | $7.1B | ||
| Q3 24 | $2.9B | $7.1B | ||
| Q2 24 | $2.8B | $7.1B |
负债/权益比SSDSVC
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 8.52× | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | 0.21× | 6.85× | ||
| 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 | — | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-95.2M |
| 自由现金流率自由现金流/营收 | — | -32.1% |
| 资本支出强度资本支出/营收 | — | 25.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-107.0M |
8季度趋势，按日历期对齐
经营现金流SSDSVC
| Q1 26 | — | — | ||
| Q4 25 | $155.7M | $-18.5M | ||
| Q3 25 | $170.2M | $98.1M | ||
| Q2 25 | $125.2M | $-7.0K | ||
| Q1 25 | $7.6M | $38.2M | ||
| Q4 24 | $115.8M | $-9.7M | ||
| Q3 24 | $103.3M | $106.2M | ||
| Q2 24 | $111.1M | $43.8M |
自由现金流SSDSVC
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | $-95.2M | ||
| Q3 25 | $133.9M | $57.9M | ||
| Q2 25 | $87.3M | $-46.6M | ||
| Q1 25 | $-42.6M | $-23.2M | ||
| Q4 24 | $60.3M | $-88.9M | ||
| Q3 24 | $58.1M | $24.1M | ||
| Q2 24 | $70.9M | $-22.3M |
自由现金流率SSDSVC
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | -32.1% | ||
| Q3 25 | 21.5% | 15.3% | ||
| Q2 25 | 13.8% | -11.5% | ||
| Q1 25 | -7.9% | -6.9% | ||
| Q4 24 | 11.7% | -24.9% | ||
| Q3 24 | 9.9% | 6.2% | ||
| Q2 24 | 11.9% | -5.4% |
资本支出强度SSDSVC
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 25.9% | ||
| Q3 25 | 5.8% | 10.6% | ||
| Q2 25 | 6.0% | 11.5% | ||
| Q1 25 | 9.3% | 18.3% | ||
| Q4 24 | 10.7% | 22.2% | ||
| Q3 24 | 7.7% | 21.0% | ||
| Q2 24 | 6.7% | 16.0% |
现金转化率SSDSVC
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | — | ||
| Q3 25 | 1.58× | — | ||
| Q2 25 | 1.21× | — | ||
| Q1 25 | 0.10× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.10× | — | ||
| Q2 24 | 1.14× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
