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维蒙特工业(VMI)与Zurn Elkay Water Solutions Corp(ZWS)财务数据对比。点击上方公司名可切换其他公司
维蒙特工业的季度营收约是Zurn Elkay Water Solutions Corp的2.5倍($1.0B vs $407.2M),维蒙特工业净利率更高(10.5% vs 10.3%,领先0.2%),Zurn Elkay Water Solutions Corp同比增速更快(9.8% vs 6.2%),过去两年Zurn Elkay Water Solutions Corp的营收复合增速更高(4.4% vs -0.5%)
维蒙特工业是美国大型上市制造企业,核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔,在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
Zurn Elkay Water Solutions是一家专业水资源管理解决方案提供商,主要生产销售商用给排水设备、饮用水系统、过滤产品及流量控制组件,服务北美及全球的商用、住宅、工业和公共基建领域,主打高效节水的可持续产品。
VMI vs ZWS — 直观对比
营收规模更大
VMI
是对方的2.5倍
$407.2M
营收增速更快
ZWS
高出3.6%
6.2%
净利率更高
VMI
高出0.2%
10.3%
两年增速更快
ZWS
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $407.2M |
| 净利润 | $108.0M | $42.1M |
| 毛利率 | 30.8% | 44.4% |
| 营业利润率 | 15.1% | 14.8% |
| 净利率 | 10.5% | 10.3% |
| 营收同比 | 6.2% | 9.8% |
| 净利润同比 | 23.8% | 15.7% |
| 每股收益(稀释后) | $5.51 | $0.24 |
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
VMI
ZWS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $407.2M | ||
| Q3 25 | $1.0B | $455.4M | ||
| Q2 25 | $1.1B | $444.5M | ||
| Q1 25 | $969.3M | $388.8M | ||
| Q4 24 | $1.0B | $370.7M | ||
| Q3 24 | $1.0B | $410.0M | ||
| Q2 24 | $1.0B | $412.0M |
净利润
VMI
ZWS
| Q1 26 | $108.0M | — | ||
| Q4 25 | $168.0M | $42.1M | ||
| Q3 25 | $99.0M | $61.8M | ||
| Q2 25 | $-4.0M | $50.5M | ||
| Q1 25 | $87.3M | $43.6M | ||
| Q4 24 | $77.7M | $36.4M | ||
| Q3 24 | $83.1M | $43.5M | ||
| Q2 24 | $99.7M | $46.0M |
毛利率
VMI
ZWS
| Q1 26 | 30.8% | — | ||
| Q4 25 | 29.8% | 44.4% | ||
| Q3 25 | 30.4% | 44.1% | ||
| Q2 25 | 30.6% | 45.5% | ||
| Q1 25 | 30.0% | 46.6% | ||
| Q4 24 | 30.2% | 43.5% | ||
| Q3 24 | 29.6% | 46.2% | ||
| Q2 24 | 30.8% | 45.2% |
营业利润率
VMI
ZWS
| Q1 26 | 15.1% | — | ||
| Q4 25 | 11.2% | 14.8% | ||
| Q3 25 | 13.5% | 17.0% | ||
| Q2 25 | 2.8% | 17.5% | ||
| Q1 25 | 13.2% | 16.3% | ||
| Q4 24 | 11.6% | 13.3% | ||
| Q3 24 | 12.3% | 17.1% | ||
| Q2 24 | 14.2% | 17.5% |
净利率
VMI
ZWS
| Q1 26 | 10.5% | — | ||
| Q4 25 | 16.2% | 10.3% | ||
| Q3 25 | 9.5% | 13.6% | ||
| Q2 25 | -0.4% | 11.4% | ||
| Q1 25 | 9.0% | 11.2% | ||
| Q4 24 | 7.5% | 9.8% | ||
| Q3 24 | 8.1% | 10.6% | ||
| Q2 24 | 9.6% | 11.2% |
每股收益(稀释后)
VMI
ZWS
| Q1 26 | $5.51 | — | ||
| Q4 25 | $9.02 | $0.24 | ||
| Q3 25 | $4.98 | $0.36 | ||
| Q2 25 | $-1.53 | $0.29 | ||
| Q1 25 | $4.32 | $0.26 | ||
| Q4 24 | $3.85 | $0.21 | ||
| Q3 24 | $4.11 | $0.25 | ||
| Q2 24 | $4.91 | $0.27 |
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 | $160.2M | $300.5M |
| 总债务越低越好 | — | $496.5M |
| 股东权益账面价值 | $1.7B | $1.6B |
| 总资产 | $3.4B | $2.7B |
| 负债/权益比越低杠杆越低 | — | 0.31× |
8季度趋势,按日历期对齐
现金及短期投资
VMI
ZWS
| Q1 26 | $160.2M | — | ||
| Q4 25 | $187.1M | $300.5M | ||
| Q3 25 | $226.1M | $260.1M | ||
| Q2 25 | $208.5M | $201.9M | ||
| Q1 25 | $184.4M | $144.7M | ||
| Q4 24 | $164.3M | $198.0M | ||
| Q3 24 | $200.5M | $187.9M | ||
| Q2 24 | $163.1M | $162.7M |
总债务
VMI
ZWS
| Q1 26 | — | — | ||
| Q4 25 | $795.7M | $496.5M | ||
| Q3 25 | — | $496.4M | ||
| Q2 25 | — | $495.9M | ||
| Q1 25 | — | $495.8M | ||
| Q4 24 | $730.6M | $495.6M | ||
| Q3 24 | — | $495.6M | ||
| Q2 24 | — | $495.5M |
股东权益
VMI
ZWS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.6B | $1.5B | ||
| Q4 24 | $1.5B | $1.6B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
总资产
VMI
ZWS
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $2.7B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.3B | $2.7B | ||
| Q1 25 | $3.4B | $2.6B | ||
| Q4 24 | $3.3B | $2.6B | ||
| Q3 24 | $3.5B | $2.7B | ||
| Q2 24 | $3.5B | $2.7B |
负债/权益比
VMI
ZWS
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.31× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | 0.47× | 0.31× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.31× |
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 | — | $91.7M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.18× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
VMI
ZWS
| Q1 26 | — | — | ||
| Q4 25 | $111.2M | $91.7M | ||
| Q3 25 | $112.5M | $101.3M | ||
| Q2 25 | $167.6M | $110.6M | ||
| Q1 25 | $65.1M | $42.9M | ||
| Q4 24 | $193.4M | $63.6M | ||
| Q3 24 | $225.1M | $90.9M | ||
| Q2 24 | $130.8M | $85.1M |
自由现金流
VMI
ZWS
| Q1 26 | — | — | ||
| Q4 25 | $70.4M | — | ||
| Q3 25 | $70.6M | — | ||
| Q2 25 | $135.6M | — | ||
| Q1 25 | $34.8M | — | ||
| Q4 24 | $167.8M | — | ||
| Q3 24 | $204.6M | — | ||
| Q2 24 | $112.5M | — |
自由现金流率
VMI
ZWS
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 16.2% | — | ||
| Q3 24 | 20.1% | — | ||
| Q2 24 | 10.8% | — |
资本支出强度
VMI
ZWS
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 4.0% | — | ||
| Q2 25 | 3.0% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.8% | — |
现金转化率
VMI
ZWS
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | 2.18× | ||
| Q3 25 | 1.14× | 1.64× | ||
| Q2 25 | — | 2.19× | ||
| Q1 25 | 0.75× | 0.98× | ||
| Q4 24 | 2.49× | 1.75× | ||
| Q3 24 | 2.71× | 2.09× | ||
| Q2 24 | 1.31× | 1.85× |
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
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
ZWS
暂无分部数据