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American Electric Power(AEP)与希捷科技(STX)财务数据对比。点击上方公司名可切换其他公司
American Electric Power的季度营收约是希捷科技的1.6倍($5.1B vs $3.1B),希捷科技净利率更高(24.0% vs 12.0%,领先12.1%),希捷科技同比增速更快(44.1% vs 6.2%),过去两年希捷科技的营收复合增速更高(28.4% vs -0.3%)
AEP是美国知名电力公用事业控股企业,业务覆盖发电、输电、配电全链条,面向美国境内零售及批发客户销售电力。公司下设垂直整合公用事业、输配电、输电控股、发电与营销四大业务板块,采用煤炭、天然气、核电、水电、光伏、风电等多种能源发电。
希捷科技是全球知名的美国数据存储企业,1978年注册成立时名为舒加特科技,1979年正式开展业务,2010年起注册地变更为爱尔兰都柏林,运营总部设在美国加利福尼亚州弗里蒙特,面向全球市场提供专业的数据存储产品与解决方案。
AEP vs STX — 直观对比
营收规模更大
AEP
是对方的1.6倍
$3.1B
营收增速更快
STX
高出37.9%
6.2%
净利率更高
STX
高出12.1%
12.0%
两年增速更快
STX
近两年复合增速
-0.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.1B | $3.1B |
| 净利润 | $605.2M | $748.0M |
| 毛利率 | — | 46.5% |
| 营业利润率 | 22.1% | 32.1% |
| 净利率 | 12.0% | 24.0% |
| 营收同比 | 6.2% | 44.1% |
| 净利润同比 | -9.1% | -23.8% |
| 每股收益(稀释后) | $1.06 | $3.27 |
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
AEP
STX
| Q3 26 | — | $3.1B | ||
| Q1 26 | — | $2.8B | ||
| Q4 25 | $5.1B | $2.6B | ||
| Q3 25 | $6.0B | — | ||
| Q2 25 | $5.1B | $2.4B | ||
| Q1 25 | $5.6B | $2.2B | ||
| Q4 24 | $4.8B | $2.3B | ||
| Q3 24 | $5.5B | $2.2B |
净利润
AEP
STX
| Q3 26 | — | $748.0M | ||
| Q1 26 | — | $593.0M | ||
| Q4 25 | $605.2M | $549.0M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.3B | $488.0M | ||
| Q1 25 | $802.2M | $340.0M | ||
| Q4 24 | $665.9M | $336.0M | ||
| Q3 24 | $961.7M | $305.0M |
毛利率
AEP
STX
| Q3 26 | — | 46.5% | ||
| Q1 26 | — | 41.6% | ||
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 32.9% |
营业利润率
AEP
STX
| Q3 26 | — | 32.1% | ||
| Q1 26 | — | 29.8% | ||
| Q4 25 | 22.1% | 26.4% | ||
| Q3 25 | 25.5% | — | ||
| Q2 25 | 27.7% | 23.2% | ||
| Q1 25 | 22.8% | 20.0% | ||
| Q4 24 | 23.0% | 21.0% | ||
| Q3 24 | 24.7% | 18.6% |
净利率
AEP
STX
| Q3 26 | — | 24.0% | ||
| Q1 26 | — | 21.0% | ||
| Q4 25 | 12.0% | 20.9% | ||
| Q3 25 | 16.8% | — | ||
| Q2 25 | 25.5% | 20.0% | ||
| Q1 25 | 14.2% | 15.7% | ||
| Q4 24 | 14.0% | 14.5% | ||
| Q3 24 | 17.6% | 14.1% |
每股收益(稀释后)
AEP
STX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | $1.06 | $2.43 | ||
| Q3 25 | $1.81 | — | ||
| Q2 25 | $2.29 | $2.24 | ||
| Q1 25 | $1.50 | $1.57 | ||
| Q4 24 | $1.24 | $1.55 | ||
| Q3 24 | $1.80 | $1.41 |
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 | $417.0M | $1.1B |
| 总债务越低越好 | $47.3B | $3.9B |
| 股东权益账面价值 | $31.1B | — |
| 总资产 | $114.5B | $8.9B |
| 负债/权益比越低杠杆越低 | 1.52× | — |
8季度趋势,按日历期对齐
现金及短期投资
AEP
STX
| Q3 26 | — | $1.1B | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $417.0M | $1.1B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $439.3M | $891.0M | ||
| Q1 25 | $463.6M | $814.0M | ||
| Q4 24 | $418.3M | $1.2B | ||
| Q3 24 | $474.4M | $1.2B |
总债务
AEP
STX
| Q3 26 | — | $3.9B | ||
| Q1 26 | — | — | ||
| Q4 25 | $47.3B | — | ||
| Q3 25 | $46.1B | — | ||
| Q2 25 | $44.5B | — | ||
| Q1 25 | $43.0B | — | ||
| Q4 24 | $42.6B | — | ||
| Q3 24 | $42.0B | — |
股东权益
AEP
STX
| Q3 26 | — | — | ||
| Q1 26 | — | $459.0M | ||
| Q4 25 | $31.1B | $-63.0M | ||
| Q3 25 | $30.4B | — | ||
| Q2 25 | $29.9B | $-453.0M | ||
| Q1 25 | $27.3B | $-829.0M | ||
| Q4 24 | $26.9B | $-1.1B | ||
| Q3 24 | $26.6B | $-1.3B |
总资产
AEP
STX
| Q3 26 | — | $8.9B | ||
| Q1 26 | — | $8.7B | ||
| Q4 25 | $114.5B | $8.4B | ||
| Q3 25 | $110.3B | — | ||
| Q2 25 | $107.8B | $8.0B | ||
| Q1 25 | $104.4B | $7.6B | ||
| Q4 24 | $103.1B | $8.0B | ||
| Q3 24 | $100.1B | $8.0B |
负债/权益比
AEP
STX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.52× | — | ||
| Q3 25 | 1.52× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | 1.58× | — | ||
| Q3 24 | 1.58× | — |
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 | $1.8B | $2.4B |
| 自由现金流经营现金流 - 资本支出 | — | $953.0M |
| 自由现金流率自由现金流/营收 | — | 30.6% |
| 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 | 3.00× | 3.17× |
| 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
AEP
STX
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $532.0M | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $1.2B | $508.0M | ||
| Q1 25 | $1.4B | $259.0M | ||
| Q4 24 | $1.7B | $221.0M | ||
| Q3 24 | $2.2B | $95.0M |
自由现金流
AEP
STX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $427.0M | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | — | $425.0M | ||
| Q1 25 | — | $216.0M | ||
| Q4 24 | — | $150.0M | ||
| Q3 24 | — | $27.0M |
自由现金流率
AEP
STX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 1.2% |
资本支出强度
AEP
STX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 4.0% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 0.0% | 3.1% |
现金转化率
AEP
STX
| Q3 26 | — | 3.17× | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.00× | 0.97× | ||
| Q3 25 | 2.46× | — | ||
| Q2 25 | 0.95× | 1.04× | ||
| Q1 25 | 1.81× | 0.76× | ||
| Q4 24 | 2.59× | 0.66× | ||
| Q3 24 | 2.26× | 0.31× |
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
AEP
| Transmissionand Distribution Utilities Revenues | $1.5B | 29% |
| Electric Generation Transmission Distribution Revenues | $956.6M | 19% |
| Electricity Transmission And Distribution Revenues | $931.8M | 18% |
| Industrial | $685.8M | 14% |
| Marketing Competitive Retailand Renewable | $438.3M | 9% |
| Wholesale Generation | $231.1M | 5% |
| Wholesale Transmission | $113.6M | 2% |
| Other | $110.2M | 2% |
| Electric Transmission | $103.4M | 2% |
| Other Retail | $60.1M | 1% |
STX
暂无分部数据