vs
森馨科技(SXT)与西湖化学(WLK)财务数据对比。点击上方公司名可切换其他公司
西湖化学的季度营收约是森馨科技的5.8倍($2.5B vs $435.8M)。森馨科技净利率更高(10.1% vs -21.5%,领先31.6%)。森馨科技同比增速更快(54.2% vs -10.9%)。过去两年森馨科技的营收复合增速更高(3.9% vs -7.7%)
森馨科技是总部位于美国威斯康星州密尔沃基的全球化色素、香精香料生产商及销售商,产品广泛应用于食品饮料、医药、化妆品、家居个护、特种印刷成像、计算机成像及工业着色等多个领域,旗下设有香精香料事业部与色素事业部两大核心业务板块。
西湖化学是国际知名的石化产品、聚合物及装配式建筑产品生产商与供应商,产品广泛应用于各类消费及工业市场。公司1986年由赵廷箴创立,是美国最大的低密度聚乙烯生产商,位列福布斯全球2000强,业务分为烯烃和乙烯基两大板块,具备乙烯基产品下游一体化生产能力。
SXT vs WLK — 直观对比
营收规模更大
WLK
是对方的5.8倍
$435.8M
营收增速更快
SXT
高出65.1%
-10.9%
净利率更高
SXT
高出31.6%
-21.5%
两年增速更快
SXT
近两年复合增速
-7.7%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $435.8M | $2.5B |
| 净利润 | $44.2M | $-544.0M |
| 毛利率 | — | 3.4% |
| 营业利润率 | 15.3% | -26.5% |
| 净利率 | 10.1% | -21.5% |
| 营收同比 | 54.2% | -10.9% |
| 净利润同比 | 28.2% | -7871.4% |
| 每股收益(稀释后) | $1.04 | $-4.22 |
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
SXT
WLK
| Q1 26 | $435.8M | — | ||
| Q4 25 | $393.4M | $2.5B | ||
| Q3 25 | $412.1M | $2.8B | ||
| Q2 25 | $414.2M | $3.0B | ||
| Q1 25 | $392.3M | $2.8B | ||
| Q4 24 | $376.4M | $2.8B | ||
| Q3 24 | $392.6M | $3.1B | ||
| Q2 24 | $403.5M | $3.2B |
净利润
SXT
WLK
| Q1 26 | $44.2M | — | ||
| Q4 25 | $25.5M | $-544.0M | ||
| Q3 25 | $37.0M | $-782.0M | ||
| Q2 25 | $37.6M | $-142.0M | ||
| Q1 25 | $34.5M | $-40.0M | ||
| Q4 24 | $30.1M | $7.0M | ||
| Q3 24 | $32.7M | $108.0M | ||
| Q2 24 | $30.9M | $313.0M |
毛利率
SXT
WLK
| Q1 26 | — | — | ||
| Q4 25 | 31.4% | 3.4% | ||
| Q3 25 | 34.3% | 8.3% | ||
| Q2 25 | 34.5% | 8.7% | ||
| Q1 25 | 33.6% | 8.2% | ||
| Q4 24 | 31.7% | 11.5% | ||
| Q3 24 | 33.2% | 16.0% | ||
| Q2 24 | 32.4% | 20.7% |
营业利润率
SXT
WLK
| Q1 26 | 15.3% | — | ||
| Q4 25 | 9.7% | -26.5% | ||
| Q3 25 | 14.0% | -27.0% | ||
| Q2 25 | 13.9% | -3.7% | ||
| Q1 25 | 13.6% | -1.1% | ||
| Q4 24 | 11.2% | 2.3% | ||
| Q3 24 | 12.9% | 5.8% | ||
| Q2 24 | 12.3% | 12.7% |
净利率
SXT
WLK
| Q1 26 | 10.1% | — | ||
| Q4 25 | 6.5% | -21.5% | ||
| Q3 25 | 9.0% | -27.6% | ||
| Q2 25 | 9.1% | -4.8% | ||
| Q1 25 | 8.8% | -1.4% | ||
| Q4 24 | 8.0% | 0.2% | ||
| Q3 24 | 8.3% | 3.5% | ||
| Q2 24 | 7.7% | 9.8% |
每股收益(稀释后)
SXT
WLK
| Q1 26 | $1.04 | — | ||
| Q4 25 | $0.60 | $-4.22 | ||
| Q3 25 | $0.87 | $-6.06 | ||
| Q2 25 | $0.88 | $-1.11 | ||
| Q1 25 | $0.81 | $-0.31 | ||
| Q4 24 | $0.71 | $0.07 | ||
| Q3 24 | $0.77 | $0.83 | ||
| Q2 24 | $0.73 | $2.40 |
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 | $38.5M | $2.7B |
| 总债务越低越好 | $767.8M | $5.6B |
| 股东权益账面价值 | $1.2B | $8.8B |
| 总资产 | $2.3B | $20.0B |
| 负债/权益比越低杠杆越低 | 0.63× | 0.64× |
8季度趋势,按日历期对齐
现金及短期投资
SXT
WLK
| Q1 26 | $38.5M | — | ||
| Q4 25 | $36.5M | $2.7B | ||
| Q3 25 | $42.7M | $1.9B | ||
| Q2 25 | $56.7M | $2.1B | ||
| Q1 25 | $32.6M | $2.3B | ||
| Q4 24 | $26.6M | $2.9B | ||
| Q3 24 | $37.0M | $2.9B | ||
| Q2 24 | $30.3M | $3.0B |
总债务
SXT
WLK
| Q1 26 | $767.8M | — | ||
| Q4 25 | $709.2M | $5.6B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | $613.5M | $4.6B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.9B |
股东权益
SXT
WLK
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $8.8B | ||
| Q3 25 | $1.2B | $9.4B | ||
| Q2 25 | $1.2B | $10.3B | ||
| Q1 25 | $1.1B | $10.4B | ||
| Q4 24 | $1.1B | $10.5B | ||
| Q3 24 | $1.1B | $10.7B | ||
| Q2 24 | $1.1B | $10.6B |
总资产
SXT
WLK
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $20.0B | ||
| Q3 25 | $2.2B | $19.8B | ||
| Q2 25 | $2.2B | $20.8B | ||
| Q1 25 | $2.1B | $20.7B | ||
| Q4 24 | $2.0B | $20.8B | ||
| Q3 24 | $2.0B | $21.1B | ||
| Q2 24 | $2.0B | $21.1B |
负债/权益比
SXT
WLK
| Q1 26 | 0.63× | — | ||
| Q4 25 | 0.59× | 0.64× | ||
| Q3 25 | — | 0.49× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.44× | ||
| Q4 24 | 0.58× | 0.43× | ||
| Q3 24 | — | 0.43× | ||
| Q2 24 | — | 0.46× |
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 | — | $225.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 9.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-530.0M |
8季度趋势,按日历期对齐
经营现金流
SXT
WLK
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $225.0M | ||
| Q3 25 | $44.0M | $182.0M | ||
| Q2 25 | $48.3M | $135.0M | ||
| Q1 25 | $-9.0M | $-77.0M | ||
| Q4 24 | $21.4M | $434.0M | ||
| Q3 24 | $76.8M | $474.0M | ||
| Q2 24 | $43.8M | $237.0M |
自由现金流
SXT
WLK
| Q1 26 | — | — | ||
| Q4 25 | $12.9M | $-16.0M | ||
| Q3 25 | $24.2M | $-57.0M | ||
| Q2 25 | $27.1M | $-132.0M | ||
| Q1 25 | $-25.8M | $-325.0M | ||
| Q4 24 | $-1.7M | $149.0M | ||
| Q3 24 | $63.6M | $254.0M | ||
| Q2 24 | $32.0M | $6.0M |
自由现金流率
SXT
WLK
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | -0.6% | ||
| Q3 25 | 5.9% | -2.0% | ||
| Q2 25 | 6.5% | -4.5% | ||
| Q1 25 | -6.6% | -11.4% | ||
| Q4 24 | -0.5% | 5.2% | ||
| Q3 24 | 16.2% | 8.1% | ||
| Q2 24 | 7.9% | 0.2% |
资本支出强度
SXT
WLK
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 9.5% | ||
| Q3 25 | 4.8% | 8.4% | ||
| Q2 25 | 5.1% | 9.0% | ||
| Q1 25 | 4.3% | 8.7% | ||
| Q4 24 | 6.1% | 10.0% | ||
| Q3 24 | 3.4% | 7.1% | ||
| Q2 24 | 2.9% | 7.2% |
现金转化率
SXT
WLK
| Q1 26 | — | — | ||
| Q4 25 | 1.75× | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 1.28× | — | ||
| Q1 25 | -0.26× | — | ||
| Q4 24 | 0.71× | 62.00× | ||
| Q3 24 | 2.35× | 4.39× | ||
| Q2 24 | 1.42× | 0.76× |
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
SXT
暂无分部数据
WLK
| Performance Materials | $930.0M | 37% |
| Housing Products | $767.0M | 30% |
| Essential Materials | $702.0M | 28% |
| Infrastructure Products | $134.0M | 5% |