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STRATTEC SECURITY CORP（STRT）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是再鼎医药的1.1倍（$137.5M vs $127.1M），再鼎医药同比增速更快（17.1% vs 5.9%），STRATTEC SECURITY CORP自由现金流更多（$11.3M vs $-26.7M），过去两年再鼎医药的营收复合增速更高（20.8% 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。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
STRT vs ZLAB — 直观对比
营收规模更大
STRT
是对方的1.1倍
$127.1M
营收增速更快
ZLAB
高出11.3%
5.9%
自由现金流更多
STRT
多$37.9M
$-26.7M
两年增速更快
ZLAB
近两年复合增速
7.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $137.5M | $127.1M |
| 净利润 | $4.9M | — |
| 毛利率 | 16.5% | 51.0% |
| 营业利润率 | 3.5% | -54.6% |
| 净利率 | 3.6% | — |
| 营收同比 | 5.9% | 17.1% |
| 净利润同比 | 275.1% | — |
| 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STRTZLAB
| Q4 25 | $137.5M | $127.1M | ||
| Q3 25 | $152.4M | $115.4M | ||
| Q2 25 | $152.0M | $109.1M | ||
| Q1 25 | $144.1M | $105.7M | ||
| Q4 24 | $129.9M | $108.5M | ||
| Q3 24 | $139.1M | $101.8M | ||
| Q2 24 | — | $100.1M | ||
| Q1 24 | $140.8M | $87.1M |
净利润STRTZLAB
| Q4 25 | $4.9M | — | ||
| Q3 25 | $8.5M | $-36.0M | ||
| Q2 25 | $8.3M | $-40.7M | ||
| Q1 25 | $5.4M | $-48.4M | ||
| Q4 24 | $1.3M | — | ||
| Q3 24 | $3.7M | $-41.7M | ||
| Q2 24 | — | $-80.3M | ||
| Q1 24 | $1.5M | $-53.5M |
毛利率STRTZLAB
| Q4 25 | 16.5% | 51.0% | ||
| Q3 25 | 17.3% | 59.5% | ||
| Q2 25 | 16.7% | 60.6% | ||
| Q1 25 | 16.0% | 63.6% | ||
| Q4 24 | 13.2% | 61.5% | ||
| Q3 24 | 13.6% | 64.1% | ||
| Q2 24 | — | 64.9% | ||
| Q1 24 | 10.4% | 61.4% |
营业利润率STRTZLAB
| Q4 25 | 3.5% | -54.6% | ||
| Q3 25 | 6.9% | -42.3% | ||
| Q2 25 | 5.6% | -50.3% | ||
| Q1 25 | 4.9% | -53.3% | ||
| Q4 24 | 1.6% | -62.6% | ||
| Q3 24 | 3.6% | -66.6% | ||
| Q2 24 | — | -76.0% | ||
| Q1 24 | 1.4% | -80.7% |
净利率STRTZLAB
| Q4 25 | 3.6% | — | ||
| Q3 25 | 5.6% | -31.2% | ||
| Q2 25 | 5.4% | -37.3% | ||
| Q1 25 | 3.7% | -45.8% | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 2.7% | -40.9% | ||
| Q2 24 | — | -80.2% | ||
| Q1 24 | 1.1% | -61.4% |
每股收益（稀释后）STRTZLAB
| Q4 25 | $1.20 | $-0.05 | ||
| Q3 25 | $2.07 | $-0.03 | ||
| Q2 25 | $2.02 | $-0.04 | ||
| Q1 25 | $1.32 | $-0.04 | ||
| Q4 24 | $0.32 | $-0.09 | ||
| Q3 24 | $0.92 | $-0.04 | ||
| Q2 24 | — | $-0.08 | ||
| Q1 24 | $0.37 | $-0.05 |
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 | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $236.8M | $715.5M |
| 总资产 | $392.2M | $1.2B |
| 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STRTZLAB
| Q4 25 | $99.0M | $689.6M | ||
| Q3 25 | $90.5M | $717.2M | ||
| Q2 25 | $84.6M | $732.2M | ||
| Q1 25 | $62.1M | $757.3M | ||
| Q4 24 | $42.6M | $779.7M | ||
| Q3 24 | $34.4M | $616.1M | ||
| Q2 24 | — | $630.0M | ||
| Q1 24 | $9.6M | $650.8M |
股东权益STRTZLAB
| Q4 25 | $236.8M | $715.5M | ||
| Q3 25 | $230.5M | $759.9M | ||
| Q2 25 | $221.6M | $791.7M | ||
| Q1 25 | $210.7M | $810.8M | ||
| Q4 24 | $204.5M | $840.9M | ||
| Q3 24 | $203.0M | $667.7M | ||
| Q2 24 | — | $704.2M | ||
| Q1 24 | $193.8M | $762.2M |
总资产STRTZLAB
| Q4 25 | $392.2M | $1.2B | ||
| Q3 25 | $390.1M | $1.2B | ||
| Q2 25 | $391.5M | $1.2B | ||
| Q1 25 | $387.4M | $1.2B | ||
| Q4 24 | $355.9M | $1.2B | ||
| Q3 24 | $366.9M | $985.3M | ||
| Q2 24 | — | $987.4M | ||
| Q1 24 | $348.5M | $988.4M |
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 | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $11.3M | $-26.7M |
| 自由现金流率自由现金流/营收 | 8.2% | -21.0% |
| 资本支出强度资本支出/营收 | 1.9% | 0.5% |
| 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 | $-158.9M |
8季度趋势，按日历期对齐
经营现金流STRTZLAB
| Q4 25 | $13.9M | $-26.0M | ||
| Q3 25 | $11.3M | $-32.0M | ||
| Q2 25 | $30.2M | $-31.0M | ||
| Q1 25 | $20.7M | $-61.7M | ||
| Q4 24 | $9.4M | $-55.8M | ||
| Q3 24 | $11.3M | $-26.8M | ||
| Q2 24 | — | $-42.2M | ||
| Q1 24 | $-309.0K | $-90.1M |
自由现金流STRTZLAB
| Q4 25 | $11.3M | $-26.7M | ||
| Q3 25 | $9.8M | $-35.0M | ||
| Q2 25 | $27.2M | $-33.9M | ||
| Q1 25 | $19.6M | $-63.2M | ||
| Q4 24 | $8.5M | $-58.4M | ||
| Q3 24 | $9.3M | $-28.2M | ||
| Q2 24 | — | $-42.9M | ||
| Q1 24 | $-2.0M | $-91.1M |
自由现金流率STRTZLAB
| Q4 25 | 8.2% | -21.0% | ||
| Q3 25 | 6.4% | -30.4% | ||
| Q2 25 | 17.9% | -31.1% | ||
| Q1 25 | 13.6% | -59.9% | ||
| Q4 24 | 6.6% | -53.8% | ||
| Q3 24 | 6.7% | -27.7% | ||
| Q2 24 | — | -42.9% | ||
| Q1 24 | -1.4% | -104.5% |
资本支出强度STRTZLAB
| Q4 25 | 1.9% | 0.5% | ||
| Q3 25 | 1.0% | 2.6% | ||
| Q2 25 | 2.0% | 2.6% | ||
| Q1 25 | 0.8% | 1.5% | ||
| Q4 24 | 0.7% | 2.4% | ||
| Q3 24 | 1.5% | 1.3% | ||
| Q2 24 | — | 0.7% | ||
| Q1 24 | 1.2% | 1.1% |
现金转化率STRTZLAB
| 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% |
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
