vs
Simpson Manufacturing Co., Inc.（SSD）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
Simpson Manufacturing Co., Inc.的季度营收约是Walker & Dunlop, Inc.的1.7倍（$588.0M vs $340.0M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs -12.9%，领先27.9%），Simpson Manufacturing Co., Inc.同比增速更快（9.1% vs -0.4%），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% vs -0.8%）
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。
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。
SSD vs WD — 直观对比
营收规模更大
SSD
是对方的1.7倍
$340.0M
营收增速更快
SSD
高出9.5%
-0.4%
净利率更高
SSD
高出27.9%
-12.9%
两年增速更快
WD
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $588.0M | $340.0M |
| 净利润 | $88.2M | $-13.9M |
| 毛利率 | 45.2% | — |
| 营业利润率 | 19.5% | -17.2% |
| 净利率 | 15.0% | -12.9% |
| 营收同比 | 9.1% | -0.4% |
| 净利润同比 | 13.3% | -131.0% |
| 每股收益（稀释后） | $2.13 | $-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
营收SSDWD
| Q1 26 | $588.0M | — | ||
| Q4 25 | $539.3M | $340.0M | ||
| Q3 25 | $623.5M | $337.7M | ||
| Q2 25 | $631.1M | $319.2M | ||
| Q1 25 | $538.9M | $237.4M | ||
| Q4 24 | $517.4M | $341.5M | ||
| Q3 24 | $587.2M | $292.3M | ||
| Q2 24 | $597.0M | $270.7M |
净利润SSDWD
| Q1 26 | $88.2M | — | ||
| Q4 25 | $56.2M | $-13.9M | ||
| Q3 25 | $107.4M | $33.5M | ||
| Q2 25 | $103.5M | $34.0M | ||
| Q1 25 | $77.9M | $2.8M | ||
| Q4 24 | $55.4M | $44.8M | ||
| Q3 24 | $93.5M | $28.8M | ||
| Q2 24 | $97.8M | $22.7M |
毛利率SSDWD
| 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SSDWD
| Q1 26 | 19.5% | — | ||
| Q4 25 | 13.9% | -17.2% | ||
| Q3 25 | 22.6% | 13.6% | ||
| Q2 25 | 22.2% | 14.5% | ||
| Q1 25 | 19.0% | 2.2% | ||
| Q4 24 | 14.8% | 15.3% | ||
| Q3 24 | 21.3% | 12.8% | ||
| Q2 24 | 22.1% | 10.4% |
净利率SSDWD
| Q1 26 | 15.0% | — | ||
| Q4 25 | 10.4% | -12.9% | ||
| Q3 25 | 17.2% | 9.9% | ||
| Q2 25 | 16.4% | 10.6% | ||
| Q1 25 | 14.5% | 1.2% | ||
| Q4 24 | 10.7% | 13.1% | ||
| Q3 24 | 15.9% | 9.9% | ||
| Q2 24 | 16.4% | 8.4% |
每股收益（稀释后）SSDWD
| Q1 26 | $2.13 | — | ||
| Q4 25 | $1.34 | $-0.41 | ||
| Q3 25 | $2.58 | $0.98 | ||
| Q2 25 | $2.47 | $0.99 | ||
| Q1 25 | $1.85 | $0.08 | ||
| Q4 24 | $1.31 | $1.32 | ||
| Q3 24 | $2.21 | $0.85 | ||
| Q2 24 | $2.31 | $0.67 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $1.7B |
| 总资产 | $3.0B | $5.1B |
| 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SSDWD
| Q1 26 | $341.0M | — | ||
| Q4 25 | $384.1M | $299.3M | ||
| Q3 25 | $297.3M | $274.8M | ||
| Q2 25 | $190.4M | $233.7M | ||
| Q1 25 | $150.3M | $181.0M | ||
| Q4 24 | $239.4M | $279.3M | ||
| Q3 24 | $339.4M | $179.8M | ||
| Q2 24 | $354.9M | $208.1M |
总债务SSDWD
| 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SSDWD
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.0B | $1.8B | ||
| Q2 25 | $1.9B | $1.8B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.9B | $1.7B | ||
| Q2 24 | $1.8B | $1.7B |
总资产SSDWD
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.1B | $5.1B | ||
| Q3 25 | $3.0B | $5.8B | ||
| Q2 25 | $3.0B | $4.7B | ||
| Q1 25 | $2.8B | $4.5B | ||
| Q4 24 | $2.7B | $4.4B | ||
| Q3 24 | $2.9B | $4.6B | ||
| Q2 24 | $2.8B | $4.2B |
负债/权益比SSDWD
| 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 | — | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-680.1M |
| 自由现金流率自由现金流/营收 | — | -200.0% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 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 | — | $-2.2B |
8季度趋势，按日历期对齐
经营现金流SSDWD
| Q1 26 | — | — | ||
| Q4 25 | $155.7M | $-664.3M | ||
| Q3 25 | $170.2M | $-948.1M | ||
| Q2 25 | $125.2M | $-238.5M | ||
| Q1 25 | $7.6M | $-281.1M | ||
| Q4 24 | $115.8M | $129.4M | ||
| Q3 24 | $103.3M | $-202.0M | ||
| Q2 24 | $111.1M | $-237.8M |
自由现金流SSDWD
| Q1 26 | — | — | ||
| Q4 25 | $119.0M | $-680.1M | ||
| Q3 25 | $133.9M | $-950.4M | ||
| Q2 25 | $87.3M | $-241.0M | ||
| Q1 25 | $-42.6M | $-284.7M | ||
| Q4 24 | $60.3M | $116.4M | ||
| Q3 24 | $58.1M | $-204.0M | ||
| Q2 24 | $70.9M | $-241.7M |
自由现金流率SSDWD
| Q1 26 | — | — | ||
| Q4 25 | 22.1% | -200.0% | ||
| Q3 25 | 21.5% | -281.5% | ||
| Q2 25 | 13.8% | -75.5% | ||
| Q1 25 | -7.9% | -120.0% | ||
| Q4 24 | 11.7% | 34.1% | ||
| Q3 24 | 9.9% | -69.8% | ||
| Q2 24 | 11.9% | -89.3% |
资本支出强度SSDWD
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 4.6% | ||
| Q3 25 | 5.8% | 0.7% | ||
| Q2 25 | 6.0% | 0.8% | ||
| Q1 25 | 9.3% | 1.5% | ||
| Q4 24 | 10.7% | 3.8% | ||
| Q3 24 | 7.7% | 0.7% | ||
| Q2 24 | 6.7% | 1.4% |
现金转化率SSDWD
| Q1 26 | — | — | ||
| Q4 25 | 2.77× | — | ||
| Q3 25 | 1.58× | -28.34× | ||
| Q2 25 | 1.21× | -7.02× | ||
| Q1 25 | 0.10× | -102.07× | ||
| Q4 24 | 2.09× | 2.89× | ||
| Q3 24 | 1.10× | -7.01× | ||
| Q2 24 | 1.14× | -10.49× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
