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STRATTEC SECURITY CORP（STRT）与Varex Imaging Corp（VREX）财务数据对比。点击上方公司名可切换其他公司
Varex Imaging Corp的季度营收约是STRATTEC SECURITY CORP的1.5倍（$209.6M vs $137.5M），STRATTEC SECURITY CORP净利率更高（3.6% vs 1.1%，领先2.5%），STRATTEC SECURITY CORP同比增速更快（5.9% vs 4.9%），STRATTEC SECURITY CORP自由现金流更多（$11.3M vs $-26.8M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% vs 0.8%）
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。
Varex Imaging是全球知名的影像组件及解决方案供应商，核心产品涵盖X射线管、数字平板探测器和图像处理软件，广泛应用于医疗诊断、放射肿瘤治疗及工业无损检测等领域，客户覆盖全球主要市场。
STRT vs VREX — 直观对比
营收规模更大
VREX
是对方的1.5倍
$137.5M
营收增速更快
STRT
高出1.0%
4.9%
净利率更高
STRT
高出2.5%
1.1%
自由现金流更多
STRT
多$38.0M
$-26.8M
两年增速更快
STRT
近两年复合增速
0.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $137.5M | $209.6M |
| 净利润 | $4.9M | $2.3M |
| 毛利率 | 16.5% | 33.3% |
| 营业利润率 | 3.5% | 7.3% |
| 净利率 | 3.6% | 1.1% |
| 营收同比 | 5.9% | 4.9% |
| 净利润同比 | 275.1% | 866.7% |
| 每股收益（稀释后） | $1.20 | $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
营收STRTVREX
| Q1 26 | — | $209.6M | ||
| Q4 25 | $137.5M | $228.9M | ||
| Q3 25 | $152.4M | $203.0M | ||
| Q2 25 | $152.0M | $212.9M | ||
| Q1 25 | $144.1M | $199.8M | ||
| Q4 24 | $129.9M | — | ||
| Q3 24 | $139.1M | $205.7M | ||
| Q2 24 | — | $209.1M |
净利润STRTVREX
| Q1 26 | — | $2.3M | ||
| Q4 25 | $4.9M | $12.2M | ||
| Q3 25 | $8.5M | $-89.1M | ||
| Q2 25 | $8.3M | $6.9M | ||
| Q1 25 | $5.4M | $-300.0K | ||
| Q4 24 | $1.3M | — | ||
| Q3 24 | $3.7M | $-51.1M | ||
| Q2 24 | — | $1.4M |
毛利率STRTVREX
| Q1 26 | — | 33.3% | ||
| Q4 25 | 16.5% | 34.0% | ||
| Q3 25 | 17.3% | 33.3% | ||
| Q2 25 | 16.7% | 36.0% | ||
| Q1 25 | 16.0% | 34.3% | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 13.6% | 32.6% | ||
| Q2 24 | — | 32.0% |
营业利润率STRTVREX
| Q1 26 | — | 7.3% | ||
| Q4 25 | 3.5% | 8.6% | ||
| Q3 25 | 6.9% | -39.8% | ||
| Q2 25 | 5.6% | 10.4% | ||
| Q1 25 | 4.9% | 5.6% | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 3.6% | 5.3% | ||
| Q2 24 | — | 4.4% |
净利率STRTVREX
| Q1 26 | — | 1.1% | ||
| Q4 25 | 3.6% | 5.3% | ||
| Q3 25 | 5.6% | -43.9% | ||
| Q2 25 | 5.4% | 3.2% | ||
| Q1 25 | 3.7% | -0.2% | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 2.7% | -24.8% | ||
| Q2 24 | — | 0.7% |
每股收益（稀释后）STRTVREX
| Q1 26 | — | $0.05 | ||
| Q4 25 | $1.20 | $0.29 | ||
| Q3 25 | $2.07 | $-2.15 | ||
| Q2 25 | $2.02 | $0.17 | ||
| Q1 25 | $1.32 | $-0.01 | ||
| Q4 24 | $0.32 | — | ||
| Q3 24 | $0.92 | $-1.25 | ||
| Q2 24 | — | $0.03 |
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 | $125.6M |
| 总债务越低越好 | — | $367.6M |
| 股东权益账面价值 | $236.8M | $476.9M |
| 总资产 | $392.2M | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.77× |
8季度趋势，按日历期对齐
现金及短期投资STRTVREX
| Q1 26 | — | $125.6M | ||
| Q4 25 | $99.0M | $155.1M | ||
| Q3 25 | $90.5M | $152.6M | ||
| Q2 25 | $84.6M | $223.0M | ||
| Q1 25 | $62.1M | $212.6M | ||
| Q4 24 | $42.6M | — | ||
| Q3 24 | $34.4M | $200.5M | ||
| Q2 24 | — | $190.0M |
总债务STRTVREX
| Q1 26 | — | $367.6M | ||
| Q4 25 | — | $367.5M | ||
| Q3 25 | — | $367.5M | ||
| Q2 25 | — | $567.2M | ||
| Q1 25 | — | $567.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $443.4M | ||
| Q2 24 | — | $443.1M |
股东权益STRTVREX
| Q1 26 | — | $476.9M | ||
| Q4 25 | $236.8M | $472.6M | ||
| Q3 25 | $230.5M | $455.3M | ||
| Q2 25 | $221.6M | $549.7M | ||
| Q1 25 | $210.7M | $540.2M | ||
| Q4 24 | $204.5M | — | ||
| Q3 24 | $203.0M | $529.1M | ||
| Q2 24 | — | $581.2M |
总资产STRTVREX
| Q1 26 | — | $1.1B | ||
| Q4 25 | $392.2M | $1.1B | ||
| Q3 25 | $390.1M | $1.1B | ||
| Q2 25 | $391.5M | $1.4B | ||
| Q1 25 | $387.4M | $1.3B | ||
| Q4 24 | $355.9M | — | ||
| Q3 24 | $366.9M | $1.2B | ||
| Q2 24 | — | $1.3B |
负债/权益比STRTVREX
| Q1 26 | — | 0.77× | ||
| Q4 25 | — | 0.78× | ||
| Q3 25 | — | 0.81× | ||
| Q2 25 | — | 1.03× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.76× |
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 | $-16.1M |
| 自由现金流经营现金流 - 资本支出 | $11.3M | $-26.8M |
| 自由现金流率自由现金流/营收 | 8.2% | -12.8% |
| 资本支出强度资本支出/营收 | 1.9% | 5.1% |
| 现金转化率经营现金流/净利润 | 2.81× | -7.00× |
| 过去12个月自由现金流最近4个季度 | $67.8M | $-13.3M |
8季度趋势，按日历期对齐
经营现金流STRTVREX
| Q1 26 | — | $-16.1M | ||
| Q4 25 | $13.9M | $7.9M | ||
| Q3 25 | $11.3M | $7.7M | ||
| Q2 25 | $30.2M | $16.6M | ||
| Q1 25 | $20.7M | $9.5M | ||
| Q4 24 | $9.4M | — | ||
| Q3 24 | $11.3M | $25.9M | ||
| Q2 24 | — | $8.0M |
自由现金流STRTVREX
| Q1 26 | — | $-26.8M | ||
| Q4 25 | $11.3M | $2.3M | ||
| Q3 25 | $9.8M | $1.4M | ||
| Q2 25 | $27.2M | $9.8M | ||
| Q1 25 | $19.6M | $5.3M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $9.3M | $19.9M | ||
| Q2 24 | — | $3.3M |
自由现金流率STRTVREX
| Q1 26 | — | -12.8% | ||
| Q4 25 | 8.2% | 1.0% | ||
| Q3 25 | 6.4% | 0.7% | ||
| Q2 25 | 17.9% | 4.6% | ||
| Q1 25 | 13.6% | 2.7% | ||
| Q4 24 | 6.6% | — | ||
| Q3 24 | 6.7% | 9.7% | ||
| Q2 24 | — | 1.6% |
资本支出强度STRTVREX
| Q1 26 | — | 5.1% | ||
| Q4 25 | 1.9% | 2.4% | ||
| Q3 25 | 1.0% | 3.1% | ||
| Q2 25 | 2.0% | 3.2% | ||
| Q1 25 | 0.8% | 2.1% | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 1.5% | 2.9% | ||
| Q2 24 | — | 2.2% |
现金转化率STRTVREX
| Q1 26 | — | -7.00× | ||
| Q4 25 | 2.81× | 0.65× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 3.65× | 2.41× | ||
| Q1 25 | 3.84× | — | ||
| Q4 24 | 7.16× | — | ||
| Q3 24 | 3.06× | — | ||
| Q2 24 | — | 5.71× |
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% |
VREX
| Medical Segment | $144.8M | 69% |
| Industrial Segment | $64.8M | 31% |
