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美国运通（AXP）与巴西国家石油公司（PBR）财务数据对比。点击上方公司名可切换其他公司
巴西国家石油公司的季度营收约是美国运通的1.9倍（$21.0B vs $10.9B），巴西国家石油公司净利率更高（22.6% vs 22.5%，领先0.1%），美国运通同比增速更快（9.9% vs -10.4%）
美国运通是全球知名的支付服务提供商，主营签账卡、信用卡产品及旅行相关服务，下设全球消费者服务、全球商业服务、全球商户与网络服务三大业务板块，还提供支付融资、网络服务、应付账款费用管理、旅行生活服务等多元解决方案。
巴西国家石油公司（常简称巴西石油）是巴西政府控股的跨国油气企业，总部位于里约热内卢，业务覆盖油气勘探开发、炼化、销售等全产业链，是拉美地区头部能源企业，在全球石油行业具备较强市场影响力。
AXP vs PBR — 直观对比
营收规模更大
PBR
是对方的1.9倍
$10.9B
营收增速更快
AXP
高出20.3%
-10.4%
净利率更高
PBR
高出0.1%
22.5%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $10.9B | $21.0B |
| 净利润 | $2.5B | $4.8B |
| 毛利率 | — | 47.6% |
| 营业利润率 | 28.2% | 25.4% |
| 净利率 | 22.5% | 22.6% |
| 营收同比 | 9.9% | -10.4% |
| 净利润同比 | 13.5% | 1563.7% |
| 每股收益（稀释后） | $3.52 | $0.37 |
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AXPPBR
| Q4 25 | $10.9B | — | ||
| Q3 25 | $10.4B | — | ||
| Q2 25 | $10.3B | $21.0B | ||
| Q1 25 | $9.6B | — | ||
| Q4 24 | $10.0B | — | ||
| Q3 24 | $9.7B | — | ||
| Q2 24 | $9.8B | $23.5B | ||
| Q1 24 | $9.3B | — |
净利润AXPPBR
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | $4.8B | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $3.0B | $-325.0M | ||
| Q1 24 | $2.4B | — |
毛利率AXPPBR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 47.6% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 50.0% | ||
| Q1 24 | — | — |
营业利润率AXPPBR
| Q4 25 | 28.2% | — | ||
| Q3 25 | 36.7% | — | ||
| Q2 25 | 34.4% | 25.4% | ||
| Q1 25 | 34.6% | — | ||
| Q4 24 | 27.7% | — | ||
| Q3 24 | 33.0% | — | ||
| Q2 24 | 38.6% | 28.6% | ||
| Q1 24 | 33.7% | — |
净利率AXPPBR
| Q4 25 | 22.5% | — | ||
| Q3 25 | 27.9% | — | ||
| Q2 25 | 28.0% | 22.6% | ||
| Q1 25 | 26.8% | — | ||
| Q4 24 | 21.8% | — | ||
| Q3 24 | 25.8% | — | ||
| Q2 24 | 30.7% | -1.4% | ||
| Q1 24 | 26.1% | — |
每股收益（稀释后）AXPPBR
| Q4 25 | $3.52 | — | ||
| Q3 25 | $4.14 | — | ||
| Q2 25 | $4.08 | $0.37 | ||
| Q1 25 | $3.64 | — | ||
| Q4 24 | $3.04 | — | ||
| Q3 24 | $3.49 | — | ||
| Q2 24 | $4.15 | $-0.03 | ||
| Q1 24 | $3.33 | — |
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 | $742.0M | $7.0B |
| 总债务越低越好 | $56.4B | — |
| 股东权益账面价值 | $33.5B | $73.6B |
| 总资产 | $300.1B | $215.3B |
| 负债/权益比越低杠杆越低 | 1.68× | — |
8季度趋势，按日历期对齐
现金及短期投资AXPPBR
| Q4 25 | $742.0M | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $197.0M | $7.0B | ||
| Q1 25 | $261.0M | — | ||
| Q4 24 | $221.0M | — | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $188.0M | $7.9B | ||
| Q1 24 | $69.0M | — |
总债务AXPPBR
| Q4 25 | $56.4B | — | ||
| Q3 25 | $57.8B | — | ||
| Q2 25 | $58.2B | — | ||
| Q1 25 | $51.2B | — | ||
| Q4 24 | $49.7B | — | ||
| Q3 24 | $53.5B | — | ||
| Q2 24 | $51.5B | — | ||
| Q1 24 | $48.8B | — |
股东权益AXPPBR
| Q4 25 | $33.5B | — | ||
| Q3 25 | $32.4B | — | ||
| Q2 25 | $32.3B | $73.6B | ||
| Q1 25 | $31.2B | — | ||
| Q4 24 | $30.3B | — | ||
| Q3 24 | $29.7B | — | ||
| Q2 24 | $29.5B | $67.6B | ||
| Q1 24 | $28.8B | — |
总资产AXPPBR
| Q4 25 | $300.1B | — | ||
| Q3 25 | $297.6B | — | ||
| Q2 25 | $295.6B | $215.3B | ||
| Q1 25 | $282.2B | — | ||
| Q4 24 | $271.5B | — | ||
| Q3 24 | $271.0B | — | ||
| Q2 24 | $272.2B | $190.4B | ||
| Q1 24 | $269.3B | — |
负债/权益比AXPPBR
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.80× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.80× | — | ||
| Q2 24 | 1.74× | — | ||
| Q1 24 | 1.70× | — |
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 | $3.1B | — |
| 自由现金流经营现金流 - 资本支出 | $2.3B | — |
| 自由现金流率自由现金流/营收 | 21.4% | — |
| 资本支出强度资本支出/营收 | 6.6% | — |
| 现金转化率经营现金流/净利润 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | $16.0B | — |
8季度趋势，按日历期对齐
经营现金流AXPPBR
| Q4 25 | $3.1B | — | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $5.8B | — | ||
| Q3 24 | $-1.8B | — | ||
| Q2 24 | $4.5B | — | ||
| Q1 24 | $5.6B | — |
自由现金流AXPPBR
| Q4 25 | $2.3B | — | ||
| Q3 25 | $5.6B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $-2.3B | — | ||
| Q2 24 | $4.0B | — | ||
| Q1 24 | $5.2B | — |
自由现金流率AXPPBR
| Q4 25 | 21.4% | — | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 45.0% | — | ||
| Q4 24 | 53.1% | — | ||
| Q3 24 | -23.3% | — | ||
| Q2 24 | 40.4% | — | ||
| Q1 24 | 55.2% | — |
资本支出强度AXPPBR
| Q4 25 | 6.6% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 4.7% | — | ||
| Q2 24 | 5.8% | — | ||
| Q1 24 | 4.2% | — |
现金转化率AXPPBR
| Q4 25 | 1.25× | — | ||
| Q3 25 | 2.15× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 2.66× | — | ||
| Q3 24 | -0.72× | — | ||
| Q2 24 | 1.50× | — | ||
| Q1 24 | 2.28× | — |
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
AXP
| US Consumer Services Segment | $4.2B | 38% |
| Commercial Services Segment | $3.1B | 28% |
| International Card Services Segment | $2.1B | 19% |
| Global Merchant And Network Services Segment | $1.7B | 15% |
| Financial Service Other | $471.0M | 4% |
PBR
暂无分部数据
