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STRATTEC SECURITY CORP（STRT）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是STRATTEC SECURITY CORP的1.1倍（$151.7M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs -5.5%，领先9.1%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 5.9%），Tarsus Pharmaceuticals, Inc.自由现金流更多（$13.0M vs $11.3M），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 7.7%）
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
STRT vs TARS — 直观对比
营收规模更大
TARS
是对方的1.1倍
$137.5M
营收增速更快
TARS
高出122.5%
5.9%
净利率更高
STRT
高出9.1%
-5.5%
自由现金流更多
TARS
多$1.7M
$11.3M
两年增速更快
TARS
近两年复合增速
7.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $137.5M | $151.7M |
| 净利润 | $4.9M | $-8.4M |
| 毛利率 | 16.5% | — |
| 营业利润率 | 3.5% | -5.3% |
| 净利率 | 3.6% | -5.5% |
| 营收同比 | 5.9% | 128.4% |
| 净利润同比 | 275.1% | 63.8% |
| 每股收益（稀释后） | $1.20 | $-0.17 |
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STRTTARS
| Q4 25 | $137.5M | $151.7M | ||
| Q3 25 | $152.4M | $118.7M | ||
| Q2 25 | $152.0M | $102.7M | ||
| Q1 25 | $144.1M | $78.3M | ||
| Q4 24 | $129.9M | $66.4M | ||
| Q3 24 | $139.1M | $48.1M | ||
| Q2 24 | — | $40.8M | ||
| Q1 24 | $140.8M | $27.6M |
净利润STRTTARS
| Q4 25 | $4.9M | $-8.4M | ||
| Q3 25 | $8.5M | $-12.6M | ||
| Q2 25 | $8.3M | $-20.3M | ||
| Q1 25 | $5.4M | $-25.1M | ||
| Q4 24 | $1.3M | $-23.1M | ||
| Q3 24 | $3.7M | $-23.4M | ||
| Q2 24 | — | $-33.3M | ||
| Q1 24 | $1.5M | $-35.7M |
毛利率STRTTARS
| Q4 25 | 16.5% | — | ||
| Q3 25 | 17.3% | — | ||
| Q2 25 | 16.7% | — | ||
| Q1 25 | 16.0% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 13.6% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 10.4% | — |
营业利润率STRTTARS
| Q4 25 | 3.5% | -5.3% | ||
| Q3 25 | 6.9% | -12.2% | ||
| Q2 25 | 5.6% | -21.6% | ||
| Q1 25 | 4.9% | -33.5% | ||
| Q4 24 | 1.6% | -36.8% | ||
| Q3 24 | 3.6% | -52.3% | ||
| Q2 24 | — | -81.6% | ||
| Q1 24 | 1.4% | -136.5% |
净利率STRTTARS
| Q4 25 | 3.6% | -5.5% | ||
| Q3 25 | 5.6% | -10.6% | ||
| Q2 25 | 5.4% | -19.8% | ||
| Q1 25 | 3.7% | -32.1% | ||
| Q4 24 | 1.0% | -34.8% | ||
| Q3 24 | 2.7% | -48.7% | ||
| Q2 24 | — | -81.6% | ||
| Q1 24 | 1.1% | -129.4% |
每股收益（稀释后）STRTTARS
| Q4 25 | $1.20 | $-0.17 | ||
| Q3 25 | $2.07 | $-0.30 | ||
| Q2 25 | $2.02 | $-0.48 | ||
| Q1 25 | $1.32 | $-0.64 | ||
| Q4 24 | $0.32 | $-0.57 | ||
| Q3 24 | $0.92 | $-0.61 | ||
| Q2 24 | — | $-0.88 | ||
| Q1 24 | $0.37 | $-1.01 |
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 | $99.0M | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $236.8M | $343.4M |
| 总资产 | $392.2M | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资STRTTARS
| Q4 25 | $99.0M | $417.3M | ||
| Q3 25 | $90.5M | $401.8M | ||
| Q2 25 | $84.6M | $381.1M | ||
| Q1 25 | $62.1M | $407.9M | ||
| Q4 24 | $42.6M | $291.4M | ||
| Q3 24 | $34.4M | $317.0M | ||
| Q2 24 | — | $323.6M | ||
| Q1 24 | $9.6M | $298.5M |
总债务STRTTARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | — | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | — | $29.9M |
股东权益STRTTARS
| Q4 25 | $236.8M | $343.4M | ||
| Q3 25 | $230.5M | $335.1M | ||
| Q2 25 | $221.6M | $332.6M | ||
| Q1 25 | $210.7M | $342.5M | ||
| Q4 24 | $204.5M | $224.5M | ||
| Q3 24 | $203.0M | $237.5M | ||
| Q2 24 | — | $252.2M | ||
| Q1 24 | $193.8M | $275.2M |
总资产STRTTARS
| Q4 25 | $392.2M | $562.2M | ||
| Q3 25 | $390.1M | $534.6M | ||
| Q2 25 | $391.5M | $495.0M | ||
| Q1 25 | $387.4M | $500.8M | ||
| Q4 24 | $355.9M | $377.0M | ||
| Q3 24 | $366.9M | $376.3M | ||
| Q2 24 | — | $376.8M | ||
| Q1 24 | $348.5M | $349.3M |
负债/权益比STRTTARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 0.11× |
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 | $13.9M | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $11.3M | $13.0M |
| 自由现金流率自由现金流/营收 | 8.2% | 8.6% |
| 资本支出强度资本支出/营收 | 1.9% | 4.2% |
| 现金转化率经营现金流/净利润 | 2.81× | — |
| 过去12个月自由现金流最近4个季度 | $67.8M | $-22.3M |
8季度趋势，按日历期对齐
经营现金流STRTTARS
| Q4 25 | $13.9M | $19.3M | ||
| Q3 25 | $11.3M | $18.3M | ||
| Q2 25 | $30.2M | $-29.4M | ||
| Q1 25 | $20.7M | $-20.7M | ||
| Q4 24 | $9.4M | $-22.2M | ||
| Q3 24 | $11.3M | $-8.7M | ||
| Q2 24 | — | $-14.4M | ||
| Q1 24 | $-309.0K | $-37.8M |
自由现金流STRTTARS
| Q4 25 | $11.3M | $13.0M | ||
| Q3 25 | $9.8M | $16.3M | ||
| Q2 25 | $27.2M | $-30.4M | ||
| Q1 25 | $19.6M | $-21.2M | ||
| Q4 24 | $8.5M | $-22.3M | ||
| Q3 24 | $9.3M | $-8.9M | ||
| Q2 24 | — | $-15.4M | ||
| Q1 24 | $-2.0M | $-38.0M |
自由现金流率STRTTARS
| Q4 25 | 8.2% | 8.6% | ||
| Q3 25 | 6.4% | 13.8% | ||
| Q2 25 | 17.9% | -29.6% | ||
| Q1 25 | 13.6% | -27.1% | ||
| Q4 24 | 6.6% | -33.5% | ||
| Q3 24 | 6.7% | -18.6% | ||
| Q2 24 | — | -37.8% | ||
| Q1 24 | -1.4% | -137.5% |
资本支出强度STRTTARS
| Q4 25 | 1.9% | 4.2% | ||
| Q3 25 | 1.0% | 1.6% | ||
| Q2 25 | 2.0% | 1.0% | ||
| Q1 25 | 0.8% | 0.8% | ||
| Q4 24 | 0.7% | 0.1% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | 1.2% | 0.6% |
现金转化率STRTTARS
| Q4 25 | 2.81× | — | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 3.65× | — | ||
| Q1 25 | 3.84× | — | ||
| Q4 24 | 7.16× | — | ||
| Q3 24 | 3.06× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.21× | — |
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
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
TARS
暂无分部数据
