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UFP INDUSTRIES INC（UFPI）与沃特世（WAT）财务数据对比。点击上方公司名可切换其他公司
UFP INDUSTRIES INC的季度营收约是沃特世的1.4倍（$1.3B vs $932.4M），沃特世净利率更高（24.2% vs 3.0%，领先21.2%），沃特世同比增速更快（6.8% vs -9.0%），过去两年沃特世的营收复合增速更高（21.0% vs -9.9%）
UFP工业是一家控股企业，业务覆盖零售、工业、建筑三大市场，总部位于美国密歇根州大急流城，1993年公开上市，旗下共有218家关联运营主体，面向零售、建筑、包装三大领域供应数万种产品。
沃特世是总部位于美国马萨诸塞州米尔福德的企业，面向生命科学、材料、食品等行业，提供色谱、质谱、实验室信息学、流变测量领域所用的分析仪器及配套软件，为各领域的检测、研发等工作提供可靠技术支持。
UFPI vs WAT — 直观对比
营收规模更大
UFPI
是对方的1.4倍
$932.4M
营收增速更快
WAT
高出15.9%
-9.0%
净利率更高
WAT
高出21.2%
3.0%
两年增速更快
WAT
近两年复合增速
-9.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $932.4M |
| 净利润 | $40.0M | $225.2M |
| 毛利率 | 16.3% | 61.1% |
| 营业利润率 | 4.4% | 29.0% |
| 净利率 | 3.0% | 24.2% |
| 营收同比 | -9.0% | 6.8% |
| 净利润同比 | -41.3% | -2.7% |
| 每股收益（稀释后） | $0.71 | $3.76 |
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UFPIWAT
| Q4 25 | $1.3B | $932.4M | ||
| Q3 25 | $1.6B | $799.9M | ||
| Q2 25 | $1.8B | $771.3M | ||
| Q1 25 | $1.6B | $661.7M | ||
| Q4 24 | $1.5B | $872.7M | ||
| Q3 24 | $1.6B | $740.3M | ||
| Q2 24 | $1.9B | $708.5M | ||
| Q1 24 | $1.6B | $636.8M |
净利润UFPIWAT
| Q4 25 | $40.0M | $225.2M | ||
| Q3 25 | $75.3M | $148.9M | ||
| Q2 25 | $100.7M | $147.1M | ||
| Q1 25 | $78.8M | $121.4M | ||
| Q4 24 | $68.0M | $231.4M | ||
| Q3 24 | $99.8M | $161.5M | ||
| Q2 24 | $125.9M | $142.7M | ||
| Q1 24 | $120.8M | $102.2M |
毛利率UFPIWAT
| Q4 25 | 16.3% | 61.1% | ||
| Q3 25 | 16.8% | 59.0% | ||
| Q2 25 | 17.0% | 58.3% | ||
| Q1 25 | 16.8% | 58.2% | ||
| Q4 24 | 16.4% | 60.1% | ||
| Q3 24 | 18.1% | 59.3% | ||
| Q2 24 | 19.1% | 59.3% | ||
| Q1 24 | 19.9% | 58.9% |
营业利润率UFPIWAT
| Q4 25 | 4.4% | 29.0% | ||
| Q3 25 | 5.7% | 24.0% | ||
| Q2 25 | 6.7% | 24.4% | ||
| Q1 25 | 5.8% | 22.9% | ||
| Q4 24 | 5.4% | 33.5% | ||
| Q3 24 | 7.3% | 28.5% | ||
| Q2 24 | 8.4% | 26.7% | ||
| Q1 24 | 8.2% | 21.0% |
净利率UFPIWAT
| Q4 25 | 3.0% | 24.2% | ||
| Q3 25 | 4.8% | 18.6% | ||
| Q2 25 | 5.5% | 19.1% | ||
| Q1 25 | 4.9% | 18.3% | ||
| Q4 24 | 4.7% | 26.5% | ||
| Q3 24 | 6.1% | 21.8% | ||
| Q2 24 | 6.6% | 20.1% | ||
| Q1 24 | 7.4% | 16.0% |
每股收益（稀释后）UFPIWAT
| Q4 25 | $0.71 | $3.76 | ||
| Q3 25 | $1.29 | $2.50 | ||
| Q2 25 | $1.70 | $2.47 | ||
| Q1 25 | $1.30 | $2.03 | ||
| Q4 24 | $1.12 | $3.88 | ||
| Q3 24 | $1.64 | $2.71 | ||
| Q2 24 | $2.05 | $2.40 | ||
| Q1 24 | $1.96 | $1.72 |
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 | $948.6M | $587.8M |
| 总债务越低越好 | $229.8M | $1.4B |
| 股东权益账面价值 | $3.1B | $2.6B |
| 总资产 | $4.0B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.08× | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资UFPIWAT
| Q4 25 | $948.6M | $587.8M | ||
| Q3 25 | $1.0B | $459.1M | ||
| Q2 25 | $874.0M | $367.2M | ||
| Q1 25 | $934.3M | $382.9M | ||
| Q4 24 | $1.2B | $325.4M | ||
| Q3 24 | $1.2B | $331.5M | ||
| Q2 24 | $1.1B | $327.4M | ||
| Q1 24 | $1.0B | $338.2M |
总债务UFPIWAT
| Q4 25 | $229.8M | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $234.0M | $1.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益UFPIWAT
| Q4 25 | $3.1B | $2.6B | ||
| Q3 25 | $3.2B | $2.3B | ||
| Q2 25 | $3.1B | $2.2B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | $3.2B | $1.8B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $3.1B | $1.4B | ||
| Q1 24 | $3.1B | $1.3B |
总资产UFPIWAT
| Q4 25 | $4.0B | $5.1B | ||
| Q3 25 | $4.1B | $4.9B | ||
| Q2 25 | $4.1B | $4.7B | ||
| Q1 25 | $4.2B | $4.6B | ||
| Q4 24 | $4.2B | $4.6B | ||
| Q3 24 | $4.2B | $4.5B | ||
| Q2 24 | $4.1B | $4.4B | ||
| Q1 24 | $4.1B | $4.5B |
负债/权益比UFPIWAT
| Q4 25 | 0.08× | 0.55× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.07× | 0.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $146.6M | $164.6M |
| 自由现金流经营现金流 - 资本支出 | $82.7M | — |
| 自由现金流率自由现金流/营收 | 6.2% | — |
| 资本支出强度资本支出/营收 | 4.8% | — |
| 现金转化率经营现金流/净利润 | 3.67× | 0.73× |
| 过去12个月自由现金流最近4个季度 | $276.4M | — |
8季度趋势，按日历期对齐
经营现金流UFPIWAT
| Q4 25 | $146.6M | $164.6M | ||
| Q3 25 | $286.0M | $187.3M | ||
| Q2 25 | $221.9M | $41.1M | ||
| Q1 25 | $-108.8M | $259.6M | ||
| Q4 24 | $144.9M | $240.1M | ||
| Q3 24 | $258.6M | $204.6M | ||
| Q2 24 | $255.9M | $54.5M | ||
| Q1 24 | $-16.8M | $262.9M |
自由现金流UFPIWAT
| Q4 25 | $82.7M | — | ||
| Q3 25 | $210.2M | — | ||
| Q2 25 | $159.5M | — | ||
| Q1 25 | $-176.1M | — | ||
| Q4 24 | $78.1M | — | ||
| Q3 24 | $199.7M | — | ||
| Q2 24 | $198.4M | — | ||
| Q1 24 | $-65.9M | — |
自由现金流率UFPIWAT
| Q4 25 | 6.2% | — | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 8.7% | — | ||
| Q1 25 | -11.0% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | 10.4% | — | ||
| Q1 24 | -4.0% | — |
资本支出强度UFPIWAT
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 3.0% | — |
现金转化率UFPIWAT
| Q4 25 | 3.67× | 0.73× | ||
| Q3 25 | 3.80× | 1.26× | ||
| Q2 25 | 2.20× | 0.28× | ||
| Q1 25 | -1.38× | 2.14× | ||
| Q4 24 | 2.13× | 1.04× | ||
| Q3 24 | 2.59× | 1.27× | ||
| Q2 24 | 2.03× | 0.38× | ||
| Q1 24 | -0.14× | 2.57× |
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
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
WAT
暂无分部数据
