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ABM INDUSTRIES INC（ABM）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是ABM INDUSTRIES INC的1.3倍（$3.0B vs $2.3B），西部数据净利率更高（61.1% vs 1.5%，领先59.5%），西部数据同比增速更快（31.5% vs 5.4%），过去两年ABM INDUSTRIES INC的营收复合增速更高（5.3% vs -6.6%）
ABM工业是美国知名的设施管理服务商，1909年由莫里斯·罗森伯格在加利福尼亚州旧金山创立。其业务覆盖电气、照明、能源管理、设施工程、电气化、暖通空调、机电运维、保洁、景观养护、停车场管理、交通配套等多元设施服务领域，为各类客户提供一体化的场地运营解决方案。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
ABM vs WDC — 直观对比
营收规模更大
WDC
是对方的1.3倍
$2.3B
营收增速更快
WDC
高出26.1%
5.4%
净利率更高
WDC
高出59.5%
1.5%
两年增速更快
ABM
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $3.0B |
| 净利润 | $34.8M | $1.8B |
| 毛利率 | 11.8% | 45.7% |
| 营业利润率 | 3.0% | 30.1% |
| 净利率 | 1.5% | 61.1% |
| 营收同比 | 5.4% | 31.5% |
| 净利润同比 | 394.9% | 254.2% |
| 每股收益（稀释后） | $0.56 | $4.73 |
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ABMWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.3B | $2.8B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.1B | $-1.2B | ||
| Q1 25 | $2.1B | $2.3B | ||
| Q4 24 | $2.2B | $4.3B | ||
| Q3 24 | $2.1B | $4.1B | ||
| Q2 24 | $2.0B | $3.8B |
净利润ABMWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $34.8M | $1.2B | ||
| Q3 25 | $41.8M | — | ||
| Q2 25 | $42.2M | $282.0M | ||
| Q1 25 | $43.6M | $520.0M | ||
| Q4 24 | $-11.8M | $594.0M | ||
| Q3 24 | $4.7M | $493.0M | ||
| Q2 24 | $43.8M | $39.0M |
毛利率ABMWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 11.8% | 43.5% | ||
| Q3 25 | 12.3% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | 12.3% | 39.8% | ||
| Q4 24 | 12.5% | 35.4% | ||
| Q3 24 | 12.6% | 37.9% | ||
| Q2 24 | 12.6% | 35.9% |
营业利润率ABMWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 3.0% | 28.1% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.7% | 33.1% | ||
| Q4 24 | 0.9% | 19.9% | ||
| Q3 24 | 1.8% | 18.1% | ||
| Q2 24 | 4.0% | 5.7% |
净利率ABMWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 1.5% | 41.9% | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.0% | -24.4% | ||
| Q1 25 | 2.1% | 22.7% | ||
| Q4 24 | -0.5% | 13.9% | ||
| Q3 24 | 0.2% | 12.0% | ||
| Q2 24 | 2.2% | 1.0% |
每股收益（稀释后）ABMWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $0.56 | $3.07 | ||
| Q3 25 | $0.67 | — | ||
| Q2 25 | $0.67 | $0.72 | ||
| Q1 25 | $0.69 | $1.42 | ||
| Q4 24 | $-0.18 | $1.63 | ||
| Q3 24 | $0.07 | $1.35 | ||
| Q2 24 | $0.69 | $0.15 |
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 | $104.1M | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $1.8B | $7.1B |
| 总资产 | $5.3B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资ABMWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $104.1M | $2.0B | ||
| Q3 25 | $69.3M | — | ||
| Q2 25 | $58.7M | $2.1B | ||
| Q1 25 | $59.0M | $3.5B | ||
| Q4 24 | $64.6M | $2.3B | ||
| Q3 24 | $86.3M | $1.7B | ||
| Q2 24 | $60.7M | $1.9B |
总债务ABMWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B |
股东权益ABMWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $1.8B | $5.9B | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | $5.3B | ||
| Q1 25 | $1.8B | $5.2B | ||
| Q4 24 | $1.8B | $12.1B | ||
| Q3 24 | $1.8B | $11.6B | ||
| Q2 24 | $1.8B | $10.8B |
总资产ABMWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $5.3B | $14.4B | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.3B | $14.0B | ||
| Q1 25 | $5.2B | $16.4B | ||
| Q4 24 | $5.1B | $25.5B | ||
| Q3 24 | $5.0B | $24.8B | ||
| Q2 24 | $4.9B | $24.2B |
负债/权益比ABMWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.69× |
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 | $133.4M | — |
| 自由现金流经营现金流 - 资本支出 | $112.7M | — |
| 自由现金流率自由现金流/营收 | 4.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 3.83× | — |
| 过去12个月自由现金流最近4个季度 | $155.1M | — |
8季度趋势，按日历期对齐
经营现金流ABMWDC
| Q1 26 | — | — | ||
| Q4 25 | $133.4M | $672.0M | ||
| Q3 25 | $174.9M | — | ||
| Q2 25 | $32.3M | $746.0M | ||
| Q1 25 | $-106.2M | $508.0M | ||
| Q4 24 | $30.4M | $403.0M | ||
| Q3 24 | $79.4M | $34.0M | ||
| Q2 24 | $117.0M | $366.0M |
自由现金流ABMWDC
| Q1 26 | — | — | ||
| Q4 25 | $112.7M | $599.0M | ||
| Q3 25 | $150.1M | — | ||
| Q2 25 | $15.2M | $675.0M | ||
| Q1 25 | $-122.9M | $379.0M | ||
| Q4 24 | $15.6M | $287.0M | ||
| Q3 24 | $63.9M | $-62.0M | ||
| Q2 24 | $101.5M | $250.0M |
自由现金流率ABMWDC
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 21.3% | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 0.7% | -58.5% | ||
| Q1 25 | -5.8% | 16.5% | ||
| Q4 24 | 0.7% | 6.7% | ||
| Q3 24 | 3.1% | -1.5% | ||
| Q2 24 | 5.0% | 6.6% |
资本支出强度ABMWDC
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 2.6% | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 0.8% | -6.2% | ||
| Q1 25 | 0.8% | 5.6% | ||
| Q4 24 | 0.7% | 2.7% | ||
| Q3 24 | 0.7% | 2.3% | ||
| Q2 24 | 0.8% | 3.1% |
现金转化率ABMWDC
| Q1 26 | — | — | ||
| Q4 25 | 3.83× | 0.57× | ||
| Q3 25 | 4.18× | — | ||
| Q2 25 | 0.77× | 2.65× | ||
| Q1 25 | -2.44× | 0.98× | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | 16.89× | 0.07× | ||
| Q2 24 | 2.67× | 9.38× |
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
ABM
| Facility Service Line Janitorial | $729.5M | 32% |
| Technical Solutions | $298.6M | 13% |
| Aviation | $296.7M | 13% |
| Education | $233.8M | 10% |
| Engineering And Infrastructure Service Line | $211.3M | 9% |
| Engineering And Infrastructure Service Line Operations And Maintenance | $207.2M | 9% |
| Facility Service Line Aviation Services | $134.4M | 6% |
| Facility Service Line Parking And Transportation | $108.0M | 5% |
| Management Reimbursement Revenue | $86.9M | 4% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
