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艾睿电子(ARW)与EOG Resources(EOG)财务数据对比。点击上方公司名可切换其他公司
艾睿电子的季度营收约是EOG Resources的1.6倍($8.7B vs $5.6B),EOG Resources净利率更高(12.4% vs 2.2%,领先10.2%),艾睿电子同比增速更快(20.1% vs 0.9%),过去两年艾睿电子的营收复合增速更高(12.4% vs -4.0%)
艾睿电子是总部位于美国科罗拉多州森特纳尼尔的企业,为全球客户提供电子元器件与企业计算产品,面向原始设备制造商、增值经销商、合同制造商等商业客户提供分销及增值服务,位列美国财富500强第154位。
EOG Resources是一家美国能源企业,主营油气勘探开发业务。公司于特拉华州注册,总部设立在得克萨斯州休斯敦的Heritage Plaza大厦,在油气勘探领域拥有成熟的技术储备与运营经验。
ARW vs EOG — 直观对比
营收规模更大
ARW
是对方的1.6倍
$5.6B
营收增速更快
ARW
高出19.1%
0.9%
净利率更高
EOG
高出10.2%
2.2%
两年增速更快
ARW
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $8.7B | $5.6B |
| 净利润 | $194.6M | $701.0M |
| 毛利率 | 11.5% | — |
| 营业利润率 | 3.4% | 16.7% |
| 净利率 | 2.2% | 12.4% |
| 营收同比 | 20.1% | 0.9% |
| 净利润同比 | 96.2% | -44.0% |
| 每股收益(稀释后) | $3.74 | $1.31 |
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
ARW
EOG
| Q4 25 | $8.7B | $5.6B | ||
| Q3 25 | $7.7B | $5.8B | ||
| Q2 25 | $7.6B | $5.5B | ||
| Q1 25 | $6.8B | $5.7B | ||
| Q4 24 | $7.3B | $5.6B | ||
| Q3 24 | $6.8B | $6.0B | ||
| Q2 24 | $6.9B | $6.0B | ||
| Q1 24 | $6.9B | $6.1B |
净利润
ARW
EOG
| Q4 25 | $194.6M | $701.0M | ||
| Q3 25 | $109.2M | $1.5B | ||
| Q2 25 | $187.7M | $1.3B | ||
| Q1 25 | $79.7M | $1.5B | ||
| Q4 24 | $99.2M | $1.3B | ||
| Q3 24 | $100.6M | $1.7B | ||
| Q2 24 | $108.7M | $1.7B | ||
| Q1 24 | $83.6M | $1.8B |
毛利率
ARW
EOG
| Q4 25 | 11.5% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 11.2% | — | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 11.0% | — | ||
| Q3 24 | 11.5% | — | ||
| Q2 24 | 12.3% | — | ||
| Q1 24 | 12.4% | — |
营业利润率
ARW
EOG
| Q4 25 | 3.4% | 16.7% | ||
| Q3 25 | 2.3% | 31.4% | ||
| Q2 25 | 2.5% | 31.9% | ||
| Q1 25 | 2.3% | 32.8% | ||
| Q4 24 | 2.7% | 28.5% | ||
| Q3 24 | 2.6% | 35.0% | ||
| Q2 24 | 3.1% | 35.4% | ||
| Q1 24 | 2.7% | 37.1% |
净利率
ARW
EOG
| Q4 25 | 2.2% | 12.4% | ||
| Q3 25 | 1.4% | 25.2% | ||
| Q2 25 | 2.5% | 24.6% | ||
| Q1 25 | 1.2% | 25.8% | ||
| Q4 24 | 1.4% | 22.4% | ||
| Q3 24 | 1.5% | 28.0% | ||
| Q2 24 | 1.6% | 28.0% | ||
| Q1 24 | 1.2% | 29.2% |
每股收益(稀释后)
ARW
EOG
| Q4 25 | $3.74 | $1.31 | ||
| Q3 25 | $2.09 | $2.70 | ||
| Q2 25 | $3.59 | $2.46 | ||
| Q1 25 | $1.51 | $2.65 | ||
| Q4 24 | $1.87 | $2.25 | ||
| Q3 24 | $1.88 | $2.95 | ||
| Q2 24 | $2.01 | $2.95 | ||
| Q1 24 | $1.53 | $3.10 |
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 | $306.5M | $3.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.6B | $29.8B |
| 总资产 | $29.1B | $51.8B |
| 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
ARW
EOG
| Q4 25 | $306.5M | $3.4B | ||
| Q3 25 | $213.6M | $3.5B | ||
| Q2 25 | $222.0M | $5.2B | ||
| Q1 25 | $231.9M | $6.6B | ||
| Q4 24 | $188.8M | $7.1B | ||
| Q3 24 | $248.0M | $6.1B | ||
| Q2 24 | $213.0M | $5.4B | ||
| Q1 24 | $242.8M | $5.3B |
股东权益
ARW
EOG
| Q4 25 | $6.6B | $29.8B | ||
| Q3 25 | $6.4B | $30.3B | ||
| Q2 25 | $6.3B | $29.2B | ||
| Q1 25 | $5.9B | $29.5B | ||
| Q4 24 | $5.8B | $29.4B | ||
| Q3 24 | $6.0B | $29.6B | ||
| Q2 24 | $5.7B | $29.2B | ||
| Q1 24 | $5.7B | $28.6B |
总资产
ARW
EOG
| Q4 25 | $29.1B | $51.8B | ||
| Q3 25 | $24.5B | $52.2B | ||
| Q2 25 | $24.3B | $46.3B | ||
| Q1 25 | $21.4B | $47.0B | ||
| Q4 24 | $21.8B | $47.2B | ||
| Q3 24 | $20.9B | $46.2B | ||
| Q2 24 | $20.1B | $45.2B | ||
| Q1 24 | $20.3B | $44.8B |
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 | $199.9M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $172.6M | — |
| 自由现金流率自由现金流/营收 | 2.0% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 1.03× | 3.73× |
| 过去12个月自由现金流最近4个季度 | $-37.2M | — |
8季度趋势,按日历期对齐
经营现金流
ARW
EOG
| Q4 25 | $199.9M | $2.6B | ||
| Q3 25 | $-281.7M | $3.1B | ||
| Q2 25 | $-205.9M | $2.0B | ||
| Q1 25 | $351.7M | $2.3B | ||
| Q4 24 | $326.5M | $2.8B | ||
| Q3 24 | $80.6M | $3.6B | ||
| Q2 24 | $320.2M | $2.9B | ||
| Q1 24 | $403.2M | $2.9B |
自由现金流
ARW
EOG
| Q4 25 | $172.6M | — | ||
| Q3 25 | $-312.0M | — | ||
| Q2 25 | $-224.5M | — | ||
| Q1 25 | $326.7M | — | ||
| Q4 24 | $303.9M | — | ||
| Q3 24 | $62.0M | — | ||
| Q2 24 | $298.1M | — | ||
| Q1 24 | $373.7M | — |
自由现金流率
ARW
EOG
| Q4 25 | 2.0% | — | ||
| Q3 25 | -4.0% | — | ||
| Q2 25 | -3.0% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | 5.4% | — |
资本支出强度
ARW
EOG
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 0.4% | — |
现金转化率
ARW
EOG
| Q4 25 | 1.03× | 3.73× | ||
| Q3 25 | -2.58× | 2.11× | ||
| Q2 25 | -1.10× | 1.51× | ||
| Q1 25 | 4.41× | 1.56× | ||
| Q4 24 | 3.29× | 2.21× | ||
| Q3 24 | 0.80× | 2.14× | ||
| Q2 24 | 2.95× | 1.71× | ||
| Q1 24 | 4.82× | 1.62× |
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
ARW
暂无分部数据
EOG
| Oil And Condensate | $3.0B | 53% |
| Natural Gas Gathering Transportation Marketing And Processing | $1.1B | 20% |
| Natural Gas Production | $847.0M | 15% |
| Natural Gas Liquids Reserves | $666.0M | 12% |
| Other Net | $20.0M | 0% |