vs
STRATTEC SECURITY CORP（STRT）与Turning Point Brands, Inc.（TPB）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是Turning Point Brands, Inc.的1.1倍（$137.5M vs $121.0M），Turning Point Brands, Inc.净利率更高（6.8% vs 3.6%，领先3.2%），Turning Point Brands, Inc.同比增速更快（29.2% vs 5.9%），Turning Point Brands, Inc.自由现金流更多（$21.5M vs $11.3M），过去两年Turning Point Brands, Inc.的营收复合增速更高（20.7% 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。
Turning Point Australia（TPAUS）是一家位于澳大利亚的保守派游说团体，隶属于美国转折点组织但保持独立运营，由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动，试图影响2026年3月举行的南澳大利亚州选举结果。
STRT vs TPB — 直观对比
营收规模更大
STRT
是对方的1.1倍
$121.0M
营收增速更快
TPB
高出23.3%
5.9%
净利率更高
TPB
高出3.2%
3.6%
自由现金流更多
TPB
多$10.3M
$11.3M
两年增速更快
TPB
近两年复合增速
7.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $137.5M | $121.0M |
| 净利润 | $4.9M | $8.2M |
| 毛利率 | 16.5% | 55.9% |
| 营业利润率 | 3.5% | 16.5% |
| 净利率 | 3.6% | 6.8% |
| 营收同比 | 5.9% | 29.2% |
| 净利润同比 | 275.1% | 239.8% |
| 每股收益（稀释后） | $1.20 | $0.40 |
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STRTTPB
| Q4 25 | $137.5M | $121.0M | ||
| Q3 25 | $152.4M | $119.0M | ||
| Q2 25 | $152.0M | $116.6M | ||
| Q1 25 | $144.1M | $106.4M | ||
| Q4 24 | $129.9M | $93.7M | ||
| Q3 24 | $139.1M | $90.7M | ||
| Q2 24 | — | $93.2M | ||
| Q1 24 | $140.8M | $83.1M |
净利润STRTTPB
| Q4 25 | $4.9M | $8.2M | ||
| Q3 25 | $8.5M | $21.1M | ||
| Q2 25 | $8.3M | $14.5M | ||
| Q1 25 | $5.4M | $14.4M | ||
| Q4 24 | $1.3M | $2.4M | ||
| Q3 24 | $3.7M | $12.4M | ||
| Q2 24 | — | $13.0M | ||
| Q1 24 | $1.5M | $12.0M |
毛利率STRTTPB
| Q4 25 | 16.5% | 55.9% | ||
| Q3 25 | 17.3% | 59.2% | ||
| Q2 25 | 16.7% | 57.1% | ||
| Q1 25 | 16.0% | 56.0% | ||
| Q4 24 | 13.2% | 56.0% | ||
| Q3 24 | 13.6% | 55.6% | ||
| Q2 24 | — | 54.1% | ||
| Q1 24 | 10.4% | 58.2% |
营业利润率STRTTPB
| Q4 25 | 3.5% | 16.5% | ||
| Q3 25 | 6.9% | 21.8% | ||
| Q2 25 | 5.6% | 22.6% | ||
| Q1 25 | 4.9% | 21.8% | ||
| Q4 24 | 1.6% | 19.1% | ||
| Q3 24 | 3.6% | 22.9% | ||
| Q2 24 | — | 24.5% | ||
| Q1 24 | 1.4% | 23.2% |
净利率STRTTPB
| Q4 25 | 3.6% | 6.8% | ||
| Q3 25 | 5.6% | 17.7% | ||
| Q2 25 | 5.4% | 12.4% | ||
| Q1 25 | 3.7% | 13.5% | ||
| Q4 24 | 1.0% | 2.6% | ||
| Q3 24 | 2.7% | 13.6% | ||
| Q2 24 | — | 14.0% | ||
| Q1 24 | 1.1% | 14.5% |
每股收益（稀释后）STRTTPB
| Q4 25 | $1.20 | $0.40 | ||
| Q3 25 | $2.07 | $1.13 | ||
| Q2 25 | $2.02 | $0.79 | ||
| Q1 25 | $1.32 | $0.79 | ||
| Q4 24 | $0.32 | $0.15 | ||
| Q3 24 | $0.92 | $0.68 | ||
| Q2 24 | — | $0.68 | ||
| Q1 24 | $0.37 | $0.63 |
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 | $222.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $236.8M | $372.0M |
| 总资产 | $392.2M | $763.8M |
| 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STRTTPB
| Q4 25 | $99.0M | $222.8M | ||
| Q3 25 | $90.5M | $201.2M | ||
| Q2 25 | $84.6M | $109.9M | ||
| Q1 25 | $62.1M | $99.6M | ||
| Q4 24 | $42.6M | $48.9M | ||
| Q3 24 | $34.4M | $33.6M | ||
| Q2 24 | — | $142.2M | ||
| Q1 24 | $9.6M | $130.9M |
股东权益STRTTPB
| Q4 25 | $236.8M | $372.0M | ||
| Q3 25 | $230.5M | $358.2M | ||
| Q2 25 | $221.6M | $224.8M | ||
| Q1 25 | $210.7M | $203.4M | ||
| Q4 24 | $204.5M | $190.4M | ||
| Q3 24 | $203.0M | $185.7M | ||
| Q2 24 | — | $172.8M | ||
| Q1 24 | $193.8M | $160.0M |
总资产STRTTPB
| Q4 25 | $392.2M | $763.8M | ||
| Q3 25 | $390.1M | $742.8M | ||
| Q2 25 | $391.5M | $595.8M | ||
| Q1 25 | $387.4M | $564.6M | ||
| Q4 24 | $355.9M | $493.4M | ||
| Q3 24 | $366.9M | $488.0M | ||
| Q2 24 | — | $591.6M | ||
| Q1 24 | $348.5M | $586.3M |
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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | $11.3M | $21.5M |
| 自由现金流率自由现金流/营收 | 8.2% | 17.8% |
| 资本支出强度资本支出/营收 | 1.9% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.81× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $67.8M | $43.8M |
8季度趋势，按日历期对齐
经营现金流STRTTPB
| Q4 25 | $13.9M | $24.9M | ||
| Q3 25 | $11.3M | $3.3M | ||
| Q2 25 | $30.2M | $11.8M | ||
| Q1 25 | $20.7M | $17.4M | ||
| Q4 24 | $9.4M | $17.7M | ||
| Q3 24 | $11.3M | $13.2M | ||
| Q2 24 | — | $13.4M | ||
| Q1 24 | $-309.0K | $22.6M |
自由现金流STRTTPB
| Q4 25 | $11.3M | $21.5M | ||
| Q3 25 | $9.8M | $-721.0K | ||
| Q2 25 | $27.2M | $7.8M | ||
| Q1 25 | $19.6M | $15.2M | ||
| Q4 24 | $8.5M | $16.6M | ||
| Q3 24 | $9.3M | $12.6M | ||
| Q2 24 | — | $10.9M | ||
| Q1 24 | $-2.0M | $22.3M |
自由现金流率STRTTPB
| Q4 25 | 8.2% | 17.8% | ||
| Q3 25 | 6.4% | -0.6% | ||
| Q2 25 | 17.9% | 6.7% | ||
| Q1 25 | 13.6% | 14.3% | ||
| Q4 24 | 6.6% | 17.8% | ||
| Q3 24 | 6.7% | 13.9% | ||
| Q2 24 | — | 11.7% | ||
| Q1 24 | -1.4% | 26.8% |
资本支出强度STRTTPB
| Q4 25 | 1.9% | 2.8% | ||
| Q3 25 | 1.0% | 3.4% | ||
| Q2 25 | 2.0% | 3.4% | ||
| Q1 25 | 0.8% | 2.1% | ||
| Q4 24 | 0.7% | 1.2% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | 1.2% | 0.4% |
现金转化率STRTTPB
| Q4 25 | 2.81× | 3.03× | ||
| Q3 25 | 1.33× | 0.16× | ||
| Q2 25 | 3.65× | 0.82× | ||
| Q1 25 | 3.84× | 1.21× | ||
| Q4 24 | 7.16× | 7.34× | ||
| Q3 24 | 3.06× | 1.07× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | -0.21× | 1.89× |
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% |
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |
