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Concrete Pumping Holdings, Inc.（BBCP）与慧与（EFSC）财务数据对比。点击上方公司名可切换其他公司
慧与的季度营收约是Concrete Pumping Holdings, Inc.的1.9倍（$185.2M vs $98.9M），慧与净利率更高（26.6% vs 5.4%，领先21.3%），过去两年慧与的营收复合增速更高（9.0% vs 4.8%）
Concrete Pumping Holdings, Inc.是领先的混凝土泵送服务及相关设备租赁供应商，主要面向美国和英国市场，业务覆盖基础设施建设、商业地产开发、住宅建造等核心建筑领域，为各类项目提供高效安全的混凝土输送解决方案。
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
BBCP vs EFSC — 直观对比
营收规模更大
EFSC
是对方的1.9倍
$98.9M
净利率更高
EFSC
高出21.3%
5.4%
两年增速更快
EFSC
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $98.9M | $185.2M |
| 净利润 | $5.3M | $49.4M |
| 毛利率 | 43.8% | — |
| 营业利润率 | 17.0% | — |
| 净利率 | 5.4% | 26.6% |
| 营收同比 | -3.2% | — |
| 净利润同比 | -43.6% | -1.2% |
| 每股收益（稀释后） | $0.09 | $1.30 |
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BBCPEFSC
| Q1 26 | — | $185.2M | ||
| Q4 25 | $98.9M | $193.6M | ||
| Q3 25 | $94.2M | $206.9M | ||
| Q2 25 | $85.2M | $173.4M | ||
| Q1 25 | $78.0M | $166.0M | ||
| Q4 24 | $102.1M | $167.0M | ||
| Q3 24 | $100.6M | $164.9M | ||
| Q2 24 | $98.7M | $156.0M |
净利润BBCPEFSC
| Q1 26 | — | $49.4M | ||
| Q4 25 | $5.3M | $54.8M | ||
| Q3 25 | $3.7M | $45.2M | ||
| Q2 25 | $-4.0K | $51.4M | ||
| Q1 25 | $-2.6M | $50.0M | ||
| Q4 24 | $9.4M | $48.8M | ||
| Q3 24 | $7.6M | $50.6M | ||
| Q2 24 | $3.0M | $45.4M |
毛利率BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | 43.8% | — | ||
| Q3 25 | 42.9% | — | ||
| Q2 25 | 42.5% | — | ||
| Q1 25 | 40.0% | — | ||
| Q4 24 | 45.3% | — | ||
| Q3 24 | 44.3% | — | ||
| Q2 24 | 42.3% | — |
营业利润率BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | 17.0% | — | ||
| Q3 25 | 13.7% | 42.9% | ||
| Q2 25 | 9.7% | 37.0% | ||
| Q1 25 | 4.5% | 36.8% | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 16.5% | 38.1% | ||
| Q2 24 | 12.2% | 36.7% |
净利率BBCPEFSC
| Q1 26 | — | 26.6% | ||
| Q4 25 | 5.4% | 28.3% | ||
| Q3 25 | 3.9% | 21.9% | ||
| Q2 25 | -0.0% | 29.6% | ||
| Q1 25 | -3.4% | 30.1% | ||
| Q4 24 | 9.2% | 29.2% | ||
| Q3 24 | 7.5% | 30.7% | ||
| Q2 24 | 3.1% | 29.1% |
每股收益（稀释后）BBCPEFSC
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.09 | $1.45 | ||
| Q3 25 | $0.07 | $1.19 | ||
| Q2 25 | $-0.01 | $1.36 | ||
| Q1 25 | $-0.06 | $1.31 | ||
| Q4 24 | $0.16 | $1.27 | ||
| Q3 24 | $0.13 | $1.32 | ||
| Q2 24 | $0.05 | $1.19 |
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 | $44.4M | — |
| 总债务越低越好 | $417.9M | — |
| 股东权益账面价值 | $264.8M | $2.1B |
| 总资产 | $879.5M | $17.3B |
| 负债/权益比越低杠杆越低 | 1.58× | — |
8季度趋势，按日历期对齐
现金及短期投资BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | $44.4M | — | ||
| Q3 25 | $41.0M | — | ||
| Q2 25 | $37.8M | — | ||
| Q1 25 | $85.1M | — | ||
| Q4 24 | $43.0M | — | ||
| Q3 24 | $26.3M | — | ||
| Q2 24 | $18.0M | — |
总债务BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | $417.9M | — | ||
| Q3 25 | $417.6M | — | ||
| Q2 25 | $417.3M | — | ||
| Q1 25 | $417.1M | — | ||
| Q4 24 | $373.3M | — | ||
| Q3 24 | $372.9M | — | ||
| Q2 24 | $372.6M | — |
股东权益BBCPEFSC
| Q1 26 | — | $2.1B | ||
| Q4 25 | $264.8M | $2.0B | ||
| Q3 25 | $261.3M | $2.0B | ||
| Q2 25 | $261.8M | $1.9B | ||
| Q1 25 | $260.7M | $1.9B | ||
| Q4 24 | $321.7M | $1.8B | ||
| Q3 24 | $314.7M | $1.8B | ||
| Q2 24 | $308.3M | $1.8B |
总资产BBCPEFSC
| Q1 26 | — | $17.3B | ||
| Q4 25 | $879.5M | $17.3B | ||
| Q3 25 | $886.0M | $16.4B | ||
| Q2 25 | $878.8M | $16.1B | ||
| Q1 25 | $912.9M | $15.7B | ||
| Q4 24 | $898.0M | $15.6B | ||
| Q3 24 | $890.8M | $15.0B | ||
| Q2 24 | $894.7M | $14.6B |
负债/权益比BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | 1.58× | — | ||
| Q3 25 | 1.60× | — | ||
| Q2 25 | 1.59× | — | ||
| Q1 25 | 1.60× | — | ||
| Q4 24 | 1.16× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.21× | — |
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 | $14.5M | — |
| 自由现金流经营现金流 - 资本支出 | $1.9M | — |
| 自由现金流率自由现金流/营收 | 1.9% | — |
| 资本支出强度资本支出/营收 | 12.7% | — |
| 现金转化率经营现金流/净利润 | 2.72× | — |
| 过去12个月自由现金流最近4个季度 | $17.5M | — |
8季度趋势，按日历期对齐
经营现金流BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | $14.5M | $193.5M | ||
| Q3 25 | $19.1M | $49.4M | ||
| Q2 25 | $24.7M | $61.3M | ||
| Q1 25 | $6.0M | $40.0M | ||
| Q4 24 | $22.4M | $247.4M | ||
| Q3 24 | $35.0M | $89.0M | ||
| Q2 24 | $9.1M | $76.5M |
自由现金流BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | $1.9M | $181.5M | ||
| Q3 25 | $4.3M | $47.1M | ||
| Q2 25 | $11.1M | $59.0M | ||
| Q1 25 | $191.0K | $35.6M | ||
| Q4 24 | $16.1M | $239.9M | ||
| Q3 24 | $26.4M | $88.2M | ||
| Q2 24 | $-1.9M | $74.7M |
自由现金流率BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | 93.8% | ||
| Q3 25 | 4.6% | 22.8% | ||
| Q2 25 | 13.0% | 34.0% | ||
| Q1 25 | 0.2% | 21.5% | ||
| Q4 24 | 15.8% | 143.7% | ||
| Q3 24 | 26.2% | 53.5% | ||
| Q2 24 | -1.9% | 47.9% |
资本支出强度BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 6.2% | ||
| Q3 25 | 15.7% | 1.1% | ||
| Q2 25 | 16.0% | 1.3% | ||
| Q1 25 | 7.5% | 2.7% | ||
| Q4 24 | 6.2% | 4.5% | ||
| Q3 24 | 8.6% | 0.5% | ||
| Q2 24 | 11.2% | 1.1% |
现金转化率BBCPEFSC
| Q1 26 | — | — | ||
| Q4 25 | 2.72× | 3.53× | ||
| Q3 25 | 5.16× | 1.09× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | 2.38× | 5.07× | ||
| Q3 24 | 4.63× | 1.76× | ||
| Q2 24 | 3.00× | 1.68× |
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
BBCP
| US Concrete Pumping | $72.2M | 73% |
| US Concrete Waste Management Services | $21.3M | 22% |
| Other | $5.4M | 5% |
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
