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美国国际集团（AIG）与WESCO INTERNATIONAL INC（WCC）财务数据对比。点击上方公司名可切换其他公司
美国国际集团的季度营收约是WESCO INTERNATIONAL INC的1.1倍（$6.5B vs $6.1B），美国国际集团净利率更高（11.2% vs 2.6%，领先8.6%），美国国际集团同比增速更快（380.9% vs 10.3%），过去两年WESCO INTERNATIONAL INC的营收复合增速更高（6.5% vs -18.4%）
美国国际集团（AIG）是全球知名保险提供商，服务覆盖北美及全球其他地区，面向商业客户、机构客户及个人用户推出多元化保险产品，业务涵盖责任险、财产险、航空航天险、政治风险保险、贸易信用保险、农业保险、海事保险等多个领域，可满足不同客户的风险保障需求。
WESCO国际是一家美国上市控股公司，旗下子公司WESCO Distribution主营电气产品分销及相关服务，总部位于宾夕法尼亚州匹兹堡市，可为工业、基建、商业等多领域客户提供一站式电气供应链解决方案与技术支持服务。
AIG vs WCC — 直观对比
营收规模更大
AIG
是对方的1.1倍
$6.1B
营收增速更快
AIG
高出370.6%
10.3%
净利率更高
AIG
高出8.6%
2.6%
两年增速更快
WCC
近两年复合增速
-18.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $6.5B | $6.1B |
| 净利润 | $735.0M | $159.8M |
| 毛利率 | — | 21.2% |
| 营业利润率 | 10.1% | 5.3% |
| 净利率 | 11.2% | 2.6% |
| 营收同比 | 380.9% | 10.3% |
| 净利润同比 | -18.2% | -3.4% |
| 每股收益（稀释后） | $1.36 | $3.33 |
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AIGWCC
| Q4 25 | $6.5B | $6.1B | ||
| Q3 25 | $6.4B | $6.2B | ||
| Q2 25 | $7.1B | $5.9B | ||
| Q1 25 | $6.8B | $5.3B | ||
| Q4 24 | — | $5.5B | ||
| Q3 24 | $6.8B | $5.5B | ||
| Q2 24 | $6.6B | $5.5B | ||
| Q1 24 | $12.6B | $5.3B |
净利润AIGWCC
| Q4 25 | $735.0M | $159.8M | ||
| Q3 25 | $519.0M | $187.5M | ||
| Q2 25 | $1.1B | $174.5M | ||
| Q1 25 | $698.0M | $118.4M | ||
| Q4 24 | — | $165.4M | ||
| Q3 24 | $459.0M | $204.3M | ||
| Q2 24 | $-4.0B | $232.1M | ||
| Q1 24 | $1.2B | $115.8M |
毛利率AIGWCC
| Q4 25 | — | 21.2% | ||
| Q3 25 | — | 21.3% | ||
| Q2 25 | — | 21.1% | ||
| Q1 25 | — | 21.1% | ||
| Q4 24 | — | 21.2% | ||
| Q3 24 | — | 22.1% | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 21.3% |
营业利润率AIGWCC
| Q4 25 | 10.1% | 5.3% | ||
| Q3 25 | 11.2% | 5.6% | ||
| Q2 25 | 21.8% | 5.5% | ||
| Q1 25 | 14.2% | 4.5% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | 9.6% | 6.1% | ||
| Q2 24 | 9.4% | 5.9% | ||
| Q1 24 | 16.3% | 4.9% |
净利率AIGWCC
| Q4 25 | 11.2% | 2.6% | ||
| Q3 25 | 8.2% | 3.0% | ||
| Q2 25 | 16.1% | 3.0% | ||
| Q1 25 | 10.3% | 2.2% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | 6.8% | 3.7% | ||
| Q2 24 | -60.6% | 4.2% | ||
| Q1 24 | 9.7% | 2.2% |
每股收益（稀释后）AIGWCC
| Q4 25 | $1.36 | $3.33 | ||
| Q3 25 | $0.93 | $3.79 | ||
| Q2 25 | $1.98 | $3.83 | ||
| Q1 25 | $1.16 | $2.10 | ||
| Q4 24 | — | $3.01 | ||
| Q3 24 | $0.71 | $3.81 | ||
| Q2 24 | $-5.96 | $4.28 | ||
| Q1 24 | $1.74 | $1.95 |
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 | — | — |
| 总债务越低越好 | $9.2B | — |
| 股东权益账面价值 | $41.1B | $5.0B |
| 总资产 | $161.3B | $16.5B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势，按日历期对齐
总债务AIGWCC
| Q4 25 | $9.2B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AIGWCC
| Q4 25 | $41.1B | $5.0B | ||
| Q3 25 | $41.1B | $4.8B | ||
| Q2 25 | $41.5B | $4.8B | ||
| Q1 25 | $41.4B | $5.0B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | $45.0B | $5.0B | ||
| Q2 24 | $44.4B | $4.9B | ||
| Q1 24 | $43.4B | $5.0B |
总资产AIGWCC
| Q4 25 | $161.3B | $16.5B | ||
| Q3 25 | $163.4B | $16.6B | ||
| Q2 25 | $166.0B | $16.2B | ||
| Q1 25 | $161.9B | $15.5B | ||
| Q4 24 | — | $15.1B | ||
| Q3 24 | $169.4B | $15.3B | ||
| Q2 24 | $167.9B | $15.1B | ||
| Q1 24 | $544.1B | $15.5B |
负债/权益比AIGWCC
| Q4 25 | 0.22× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $636.0M | $71.9M |
| 自由现金流经营现金流 - 资本支出 | — | $27.5M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 现金转化率经营现金流/净利润 | 0.87× | 0.45× |
| 过去12个月自由现金流最近4个季度 | — | $25.2M |
8季度趋势，按日历期对齐
经营现金流AIGWCC
| Q4 25 | $636.0M | $71.9M | ||
| Q3 25 | $1.3B | $-82.7M | ||
| Q2 25 | $1.4B | $107.8M | ||
| Q1 25 | $-56.0M | $28.0M | ||
| Q4 24 | — | $276.6M | ||
| Q3 24 | $1.7B | $302.1M | ||
| Q2 24 | $930.0M | $-223.8M | ||
| Q1 24 | $519.0M | $746.3M |
自由现金流AIGWCC
| Q4 25 | — | $27.5M | ||
| Q3 25 | — | $-95.9M | ||
| Q2 25 | — | $86.0M | ||
| Q1 25 | — | $7.6M | ||
| Q4 24 | — | $252.3M | ||
| Q3 24 | — | $272.9M | ||
| Q2 24 | — | $-244.6M | ||
| Q1 24 | — | $725.9M |
自由现金流率AIGWCC
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | -1.5% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | -4.5% | ||
| Q1 24 | — | 13.6% |
资本支出强度AIGWCC
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.4% |
现金转化率AIGWCC
| Q4 25 | 0.87× | 0.45× | ||
| Q3 25 | 2.59× | -0.44× | ||
| Q2 25 | 1.22× | 0.62× | ||
| Q1 25 | -0.08× | 0.24× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | 3.70× | 1.48× | ||
| Q2 24 | — | -0.96× | ||
| Q1 24 | 0.43× | 6.44× |
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
AIG
暂无分部数据
WCC
| CSS | $2.4B | 40% |
| EES | $2.3B | 37% |
| UBS | $1.4B | 23% |
