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墨西哥国际航空（AERO）与DYCOM INDUSTRIES INC（DY）财务数据对比。点击上方公司名可切换其他公司
DYCOM INDUSTRIES INC的季度营收约是墨西哥国际航空的1.0倍（$1.5B vs $1.4B），墨西哥国际航空净利率更高（11.5% vs 7.3%，领先4.1%）
墨西哥国际航空集团是墨西哥旗舰航空控股企业，提供国内及国际客货运航空运输服务，航线网络覆盖北美、南美、欧洲及亚洲，服务休闲与商务出行群体，配备现代化民航机队，可满足不同用户的出行需求。
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
AERO vs DY — 直观对比
营收规模更大
DY
是对方的1.0倍
$1.4B
净利率更高
AERO
高出4.1%
7.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.5B |
| 净利润 | $165.0M | $106.4M |
| 毛利率 | — | — |
| 营业利润率 | 21.1% | 9.7% |
| 净利率 | 11.5% | 7.3% |
| 营收同比 | — | 14.1% |
| 净利润同比 | — | 52.4% |
| 每股收益（稀释后） | — | $3.63 |
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AERODY
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $952.5M |
净利润AERODY
| Q4 25 | $165.0M | $106.4M | ||
| Q3 25 | — | $97.5M | ||
| Q2 25 | — | $61.0M | ||
| Q1 25 | — | $32.7M | ||
| Q4 24 | — | $69.8M | ||
| Q3 24 | — | $68.4M | ||
| Q2 24 | — | $62.6M | ||
| Q1 24 | — | $23.4M |
营业利润率AERODY
| Q4 25 | 21.1% | 9.7% | ||
| Q3 25 | — | 9.5% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 7.9% | ||
| Q2 24 | — | 6.8% | ||
| Q1 24 | — | 3.3% |
净利率AERODY
| Q4 25 | 11.5% | 7.3% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 5.5% | ||
| Q1 24 | — | 2.5% |
每股收益（稀释后）AERODY
| Q4 25 | — | $3.63 | ||
| Q3 25 | — | $3.33 | ||
| Q2 25 | — | $2.09 | ||
| Q1 25 | — | $1.11 | ||
| Q4 24 | — | $2.37 | ||
| Q3 24 | — | $2.32 | ||
| Q2 24 | — | $2.12 | ||
| Q1 24 | — | $0.79 |
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 | — | $110.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | — | $3.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AERODY
| Q4 25 | — | $110.1M | ||
| Q3 25 | — | $28.5M | ||
| Q2 25 | — | $16.1M | ||
| Q1 25 | — | $92.7M | ||
| Q4 24 | — | $15.3M | ||
| Q3 24 | — | $19.6M | ||
| Q2 24 | — | $26.1M | ||
| Q1 24 | — | $101.1M |
股东权益AERODY
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
总资产AERODY
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.9B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.6B | ||
| Q1 24 | — | $2.5B |
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 | — | $220.0M |
| 自由现金流经营现金流 - 资本支出 | — | $164.8M |
| 自由现金流率自由现金流/营收 | — | 11.4% |
| 资本支出强度资本支出/营收 | — | 3.8% |
| 现金转化率经营现金流/净利润 | — | 2.07× |
| 过去12个月自由现金流最近4个季度 | — | $296.8M |
8季度趋势，按日历期对齐
经营现金流AERODY
| Q4 25 | — | $220.0M | ||
| Q3 25 | — | $57.4M | ||
| Q2 25 | — | $-54.0M | ||
| Q1 25 | — | $328.2M | ||
| Q4 24 | — | $65.8M | ||
| Q3 24 | — | $-7.5M | ||
| Q2 24 | — | $-37.4M | ||
| Q1 24 | — | $325.1M |
自由现金流AERODY
| Q4 25 | — | $164.8M | ||
| Q3 25 | — | $5.8M | ||
| Q2 25 | — | $-133.5M | ||
| Q1 25 | — | $259.7M | ||
| Q4 24 | — | $-8.8M | ||
| Q3 24 | — | $-72.9M | ||
| Q2 24 | — | $-79.4M | ||
| Q1 24 | — | $267.7M |
自由现金流率AERODY
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | -10.6% | ||
| Q1 25 | — | 23.9% | ||
| Q4 24 | — | -0.7% | ||
| Q3 24 | — | -6.1% | ||
| Q2 24 | — | -6.9% | ||
| Q1 24 | — | 28.1% |
资本支出强度AERODY
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 5.9% | ||
| Q3 24 | — | 5.4% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | — | 6.0% |
现金转化率AERODY
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | -0.88× | ||
| Q1 25 | — | 10.05× | ||
| Q4 24 | — | 0.94× | ||
| Q3 24 | — | -0.11× | ||
| Q2 24 | — | -0.60× | ||
| Q1 24 | — | 13.88× |
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
AERO
| Passenger | $1.3B | 91% |
| Air Cargo | $82.0M | 6% |
| Other | $52.0M | 4% |
DY
暂无分部数据
