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STEWART INFORMATION SERVICES CORP(STC)与Titan Machinery Inc.(TITN)财务数据对比。点击上方公司名可切换其他公司
STEWART INFORMATION SERVICES CORP的季度营收约是Titan Machinery Inc.的1.2倍($764.6M vs $644.5M),STEWART INFORMATION SERVICES CORP净利率更高(2.2% vs 0.2%,领先2.0%),STEWART INFORMATION SERVICES CORP同比增速更快(27.7% vs -5.2%),过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高(12.7% vs -13.0%)
斯图尔特信息服务公司(STC)是一家主营房地产信息、产权保险及交易管理服务的企业,旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业,为美国及全球市场提供相关产品与服务,总部位于得克萨斯州休斯敦,现有员工约6350人。
泰坦机械是全球规模领先的农业与工程机械设备经销商,也是凯斯纽荷兰工业品牌最大的经销商之一,总部位于北达科他州西法戈,经营网点遍布美国中西部、澳大利亚、奥地利、保加利亚、德国、罗马尼亚及乌克兰,目前在纳斯达克挂牌上市,2023年总营收达22.09亿美元。
STC vs TITN — 直观对比
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $764.6M | $644.5M |
| 净利润 | $17.0M | $1.2M |
| 毛利率 | — | 17.2% |
| 营业利润率 | — | 1.6% |
| 净利率 | 2.2% | 0.2% |
| 营收同比 | 27.7% | -5.2% |
| 净利润同比 | 448.4% | -30.1% |
| 每股收益(稀释后) | — | $0.05 |
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
| Q1 26 | $764.6M | — | ||
| Q4 25 | $790.6M | $644.5M | ||
| Q3 25 | $796.9M | $546.4M | ||
| Q2 25 | $722.2M | $594.3M | ||
| Q1 25 | $612.0M | $759.9M | ||
| Q4 24 | $665.9M | $679.8M | ||
| Q3 24 | $667.9M | $633.7M | ||
| Q2 24 | $602.2M | $628.7M |
| Q1 26 | $17.0M | — | ||
| Q4 25 | $36.3M | $1.2M | ||
| Q3 25 | $44.3M | $-6.0M | ||
| Q2 25 | $31.9M | $-13.2M | ||
| Q1 25 | $3.1M | $-43.8M | ||
| Q4 24 | $22.7M | $1.7M | ||
| Q3 24 | $30.1M | $-4.3M | ||
| Q2 24 | $17.3M | $9.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 17.1% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 17.7% | ||
| Q2 24 | — | 19.4% |
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 1.6% | ||
| Q3 25 | 7.7% | 0.1% | ||
| Q2 25 | 6.5% | -1.0% | ||
| Q1 25 | 1.0% | -6.0% | ||
| Q4 24 | 5.3% | 1.7% | ||
| Q3 24 | 6.4% | 2.5% | ||
| Q2 24 | 4.8% | 3.6% |
| Q1 26 | 2.2% | — | ||
| Q4 25 | 4.6% | 0.2% | ||
| Q3 25 | 5.6% | -1.1% | ||
| Q2 25 | 4.4% | -2.2% | ||
| Q1 25 | 0.5% | -5.8% | ||
| Q4 24 | 3.4% | 0.3% | ||
| Q3 24 | 4.5% | -0.7% | ||
| Q2 24 | 2.9% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | $1.26 | $0.05 | ||
| Q3 25 | $1.55 | $-0.26 | ||
| Q2 25 | $1.13 | $-0.58 | ||
| Q1 25 | $0.11 | $-1.92 | ||
| Q4 24 | $0.81 | $0.07 | ||
| Q3 24 | $1.07 | $-0.19 | ||
| Q2 24 | $0.62 | $0.41 |
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 | $317.5M | — |
| 总债务越低越好 | — | $176.6M |
| 股东权益账面价值 | — | $612.6M |
| 总资产 | — | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势,按日历期对齐
| Q1 26 | $317.5M | — | ||
| Q4 25 | $369.7M | — | ||
| Q3 25 | $233.2M | — | ||
| Q2 25 | $223.8M | — | ||
| Q1 25 | $194.2M | — | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $228.7M | — | ||
| Q2 24 | $176.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $176.6M | ||
| Q3 25 | — | $164.5M | ||
| Q2 25 | — | $165.3M | ||
| Q1 25 | — | $168.7M | ||
| Q4 24 | $445.8M | $140.6M | ||
| Q3 24 | — | $126.6M | ||
| Q2 24 | — | $119.3M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $612.6M | ||
| Q3 25 | $1.5B | $610.3M | ||
| Q2 25 | $1.4B | $605.4M | ||
| Q1 25 | $1.4B | $614.1M | ||
| Q4 24 | $1.4B | $668.2M | ||
| Q3 24 | $1.4B | $659.6M | ||
| Q2 24 | $1.4B | $662.6M |
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $1.8B | ||
| Q3 25 | $2.8B | $1.9B | ||
| Q2 25 | $2.8B | $1.8B | ||
| Q1 25 | $2.7B | $1.8B | ||
| Q4 24 | $2.7B | $2.1B | ||
| Q3 24 | $2.7B | $2.2B | ||
| Q2 24 | $2.6B | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.32× | 0.21× | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.18× |
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 | — | $34.0M |
| 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 | — | 28.37× |
| 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
| Q1 26 | — | — | ||
| Q4 25 | $89.5M | $34.0M | ||
| Q3 25 | $92.6M | $43.7M | ||
| Q2 25 | $53.4M | $6.2M | ||
| Q1 25 | $-29.9M | $126.5M | ||
| Q4 24 | $68.0M | $-8.8M | ||
| Q3 24 | $76.1M | $-15.0M | ||
| Q2 24 | $21.1M | $-32.4M |
| Q1 26 | — | — | ||
| Q4 25 | $62.3M | — | ||
| Q3 25 | $73.6M | — | ||
| Q2 25 | $38.7M | — | ||
| Q1 25 | $-42.2M | — | ||
| Q4 24 | $55.6M | — | ||
| Q3 24 | $67.4M | — | ||
| Q2 24 | $11.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | — | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 5.4% | — | ||
| Q1 25 | -6.9% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 10.1% | — | ||
| Q2 24 | 2.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 1.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.47× | 28.37× | ||
| Q3 25 | 2.09× | — | ||
| Q2 25 | 1.67× | — | ||
| Q1 25 | -9.73× | — | ||
| Q4 24 | 2.99× | -5.15× | ||
| Q3 24 | 2.53× | — | ||
| Q2 24 | 1.22× | -3.43× |
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
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
TITN
| Agriculture Segment | $420.9M | 65% |
| Sales Of Parts | $122.3M | 19% |
| Service Sales | $48.9M | 8% |
| Australia_segment | $29.9M | 5% |
| Rental And Other | $13.3M | 2% |
| Rental | $10.3M | 2% |
| Other Revenue | $1.1M | 0% |