vs
亚马逊（AMZN）与ORION ENERGY SYSTEMS, INC.（OESX）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是ORION ENERGY SYSTEMS, INC.的10118.4倍（$213.4B vs $21.1M）。亚马逊净利率更高（9.9% vs 0.8%，领先9.2%）。亚马逊同比增速更快（13.6% vs 7.7%）。亚马逊自由现金流更多（$14.9B vs $-1.1M）。过去两年亚马逊的营收复合增速更高（22.0% vs -10.6%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
猎户座能源系统公司是一家美国企业，主营LED照明产品与智能控制系统，公司最初创立于威斯康星州普利茅斯，目前总部设于威斯康星州马尼托沃克。
AMZN vs OESX — 直观对比
营收规模更大
AMZN
是对方的10118.4倍
$21.1M
营收增速更快
AMZN
高出5.9%
7.7%
净利率更高
AMZN
高出9.2%
0.8%
自由现金流更多
AMZN
多$14.9B
$-1.1M
两年增速更快
AMZN
近两年复合增速
-10.6%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $21.1M |
| 净利润 | $21.2B | $160.0K |
| 毛利率 | 48.5% | 30.9% |
| 营业利润率 | 11.7% | 1.8% |
| 净利率 | 9.9% | 0.8% |
| 营收同比 | 13.6% | 7.7% |
| 净利润同比 | 5.9% | 110.6% |
| 每股收益（稀释后） | $1.95 | $0.04 |
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AMZNOESX
| Q4 25 | $213.4B | $21.1M | ||
| Q3 25 | $180.2B | $19.9M | ||
| Q2 25 | $167.7B | $19.6M | ||
| Q1 25 | $155.7B | $20.9M | ||
| Q4 24 | $187.8B | $19.6M | ||
| Q3 24 | $158.9B | $19.4M | ||
| Q2 24 | $148.0B | $19.9M | ||
| Q1 24 | $143.3B | $26.4M |
净利润AMZNOESX
| Q4 25 | $21.2B | $160.0K | ||
| Q3 25 | $21.2B | $-581.0K | ||
| Q2 25 | $18.2B | $-1.2M | ||
| Q1 25 | $17.1B | $-2.9M | ||
| Q4 24 | $20.0B | $-1.5M | ||
| Q3 24 | $15.3B | $-3.6M | ||
| Q2 24 | $13.5B | $-3.8M | ||
| Q1 24 | $10.4B | $1.6M |
毛利率AMZNOESX
| Q4 25 | 48.5% | 30.9% | ||
| Q3 25 | 50.8% | 31.0% | ||
| Q2 25 | 51.8% | 30.1% | ||
| Q1 25 | 50.6% | 27.4% | ||
| Q4 24 | 47.3% | 29.4% | ||
| Q3 24 | 49.0% | 23.1% | ||
| Q2 24 | 50.1% | 21.6% | ||
| Q1 24 | 49.3% | 25.8% |
营业利润率AMZNOESX
| Q4 25 | 11.7% | 1.8% | ||
| Q3 25 | 9.7% | -1.2% | ||
| Q2 25 | 11.4% | -5.2% | ||
| Q1 25 | 11.8% | -12.7% | ||
| Q4 24 | 11.3% | -6.4% | ||
| Q3 24 | 11.0% | -16.9% | ||
| Q2 24 | 9.9% | -17.2% | ||
| Q1 24 | 10.7% | 6.8% |
净利率AMZNOESX
| Q4 25 | 9.9% | 0.8% | ||
| Q3 25 | 11.8% | -2.9% | ||
| Q2 25 | 10.8% | -6.4% | ||
| Q1 25 | 11.0% | -13.9% | ||
| Q4 24 | 10.7% | -7.7% | ||
| Q3 24 | 9.6% | -18.7% | ||
| Q2 24 | 9.1% | -18.9% | ||
| Q1 24 | 7.3% | 6.1% |
每股收益（稀释后）AMZNOESX
| Q4 25 | $1.95 | $0.04 | ||
| Q3 25 | $1.95 | $-0.17 | ||
| Q2 25 | $1.68 | $-0.04 | ||
| Q1 25 | $1.59 | $1.32 | ||
| Q4 24 | $1.86 | $-0.46 | ||
| Q3 24 | $1.43 | $-1.10 | ||
| Q2 24 | $1.26 | $-0.12 | ||
| Q1 24 | $0.98 | $0.06 |
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 | $123.0B | $4.7M |
| 总债务越低越好 | $68.8B | $9.8M |
| 股东权益账面价值 | $411.1B | $11.8M |
| 总资产 | $818.0B | $48.3M |
| 负债/权益比越低杠杆越低 | 0.17× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资AMZNOESX
| Q4 25 | $123.0B | $4.7M | ||
| Q3 25 | $94.2B | $5.2M | ||
| Q2 25 | $93.2B | $3.6M | ||
| Q1 25 | $94.6B | $6.0M | ||
| Q4 24 | $101.2B | $7.5M | ||
| Q3 24 | $88.1B | $5.4M | ||
| Q2 24 | $89.1B | $5.7M | ||
| Q1 24 | $85.1B | $5.2M |
总债务AMZNOESX
| Q4 25 | $68.8B | $9.8M | ||
| Q3 25 | $55.1B | $9.9M | ||
| Q2 25 | $56.1B | $8.5M | ||
| Q1 25 | $58.8B | $10.3M | ||
| Q4 24 | $58.0B | — | ||
| Q3 24 | $60.5B | $12.5M | ||
| Q2 24 | $62.7B | $13.5M | ||
| Q1 24 | $66.9B | $10.0M |
股东权益AMZNOESX
| Q4 25 | $411.1B | $11.8M | ||
| Q3 25 | $369.6B | $11.4M | ||
| Q2 25 | $333.8B | $10.8M | ||
| Q1 25 | $305.9B | $11.9M | ||
| Q4 24 | $286.0B | $14.5M | ||
| Q3 24 | $259.2B | $15.8M | ||
| Q2 24 | $236.4B | $19.1M | ||
| Q1 24 | $216.7B | $22.5M |
总资产AMZNOESX
| Q4 25 | $818.0B | $48.3M | ||
| Q3 25 | $727.9B | $47.9M | ||
| Q2 25 | $682.2B | $49.0M | ||
| Q1 25 | $643.3B | $52.5M | ||
| Q4 24 | $624.9B | $52.7M | ||
| Q3 24 | $584.6B | $56.3M | ||
| Q2 24 | $554.8B | $59.8M | ||
| Q1 24 | $531.0B | $63.2M |
负债/权益比AMZNOESX
| Q4 25 | 0.17× | 0.83× | ||
| Q3 25 | 0.15× | 0.87× | ||
| Q2 25 | 0.17× | 0.79× | ||
| Q1 25 | 0.19× | 0.87× | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.23× | 0.79× | ||
| Q2 24 | 0.27× | 0.71× | ||
| Q1 24 | 0.31× | 0.44× |
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 | $54.5B | $-897.0K |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $-1.1M |
| 自由现金流率自由现金流/营收 | 7.0% | -5.4% |
| 资本支出强度资本支出/营收 | 18.5% | 1.2% |
| 现金转化率经营现金流/净利润 | 2.57× | -5.61× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $-905.0K |
8季度趋势，按日历期对齐
经营现金流AMZNOESX
| Q4 25 | $54.5B | $-897.0K | ||
| Q3 25 | $35.5B | $1.8M | ||
| Q2 25 | $32.5B | $-515.0K | ||
| Q1 25 | $17.0B | $-699.0K | ||
| Q4 24 | $45.6B | $3.8M | ||
| Q3 24 | $26.0B | $498.0K | ||
| Q2 24 | $25.3B | $-3.0M | ||
| Q1 24 | $19.0B | $175.0K |
自由现金流AMZNOESX
| Q4 25 | $14.9B | $-1.1M | ||
| Q3 25 | $430.0M | $1.6M | ||
| Q2 25 | $332.0M | $-570.0K | ||
| Q1 25 | $-8.0B | $-750.0K | ||
| Q4 24 | $17.8B | $3.7M | ||
| Q3 24 | $3.4B | $493.0K | ||
| Q2 24 | $7.7B | $-3.0M | ||
| Q1 24 | $4.1B | $144.0K |
自由现金流率AMZNOESX
| Q4 25 | 7.0% | -5.4% | ||
| Q3 25 | 0.2% | 7.9% | ||
| Q2 25 | 0.2% | -2.9% | ||
| Q1 25 | -5.1% | -3.6% | ||
| Q4 24 | 9.5% | 19.1% | ||
| Q3 24 | 2.1% | 2.5% | ||
| Q2 24 | 5.2% | -15.0% | ||
| Q1 24 | 2.8% | 0.5% |
资本支出强度AMZNOESX
| Q4 25 | 18.5% | 1.2% | ||
| Q3 25 | 19.5% | 1.3% | ||
| Q2 25 | 19.2% | 0.3% | ||
| Q1 25 | 16.1% | 0.2% | ||
| Q4 24 | 14.8% | 0.1% | ||
| Q3 24 | 14.2% | 0.0% | ||
| Q2 24 | 11.9% | 0.1% | ||
| Q1 24 | 10.4% | 0.1% |
现金转化率AMZNOESX
| Q4 25 | 2.57× | -5.61× | ||
| Q3 25 | 1.68× | — | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 1.82× | 0.11× |
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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
OESX
| Lighting Product And Installation | $11.9M | 56% |
| Electric Vehicle Charging Systems | $4.7M | 22% |
| Maintenance Services | $4.4M | 21% |
