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百通(BDC)与IES Holdings, Inc.(IESC)财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是百通的1.3倍($871.0M vs $696.4M),IES Holdings, Inc.净利率更高(10.5% vs 7.3%,领先3.2%),IES Holdings, Inc.同比增速更快(16.2% vs 11.4%),IES Holdings, Inc.自由现金流更多($-18.9M vs $-63.1M),过去两年IES Holdings, Inc.的营收复合增速更高(11.1% vs 7.3%)
百通公司是美国上市跨国企业,专注于端到端网络、安全及连接产品的设计、生产与销售,业务覆盖工业自动化解决方案、智能建筑、宽带及5G三大核心领域,为各行业客户提供可靠的通信连接相关产品与服务。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.,主营业务为集成电气及技术系统的设计与安装,同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
BDC vs IESC — 直观对比
营收规模更大
IESC
是对方的1.3倍
$696.4M
营收增速更快
IESC
高出4.8%
11.4%
净利率更高
IESC
高出3.2%
7.3%
自由现金流更多
IESC
多$44.2M
$-63.1M
两年增速更快
IESC
近两年复合增速
7.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $696.4M | $871.0M |
| 净利润 | $51.0M | $91.8M |
| 毛利率 | 37.1% | 25.3% |
| 营业利润率 | 11.2% | 11.2% |
| 净利率 | 7.3% | 10.5% |
| 营收同比 | 11.4% | 16.2% |
| 净利润同比 | -1.8% | 59.1% |
| 每股收益(稀释后) | $1.30 | $4.51 |
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
BDC
IESC
| Q1 26 | $696.4M | — | ||
| Q4 25 | $720.1M | $871.0M | ||
| Q3 25 | $698.2M | $897.8M | ||
| Q2 25 | $672.0M | $890.2M | ||
| Q1 25 | $624.9M | $834.0M | ||
| Q4 24 | $666.0M | $749.5M | ||
| Q3 24 | $654.9M | $775.8M | ||
| Q2 24 | $604.3M | $768.4M |
净利润
BDC
IESC
| Q1 26 | $51.0M | — | ||
| Q4 25 | $67.9M | $91.8M | ||
| Q3 25 | $56.7M | $102.3M | ||
| Q2 25 | $61.0M | $79.3M | ||
| Q1 25 | $51.9M | $72.6M | ||
| Q4 24 | $58.4M | $57.7M | ||
| Q3 24 | $53.7M | $65.5M | ||
| Q2 24 | $49.0M | $66.6M |
毛利率
BDC
IESC
| Q1 26 | 37.1% | — | ||
| Q4 25 | 36.6% | 25.3% | ||
| Q3 25 | 37.7% | 26.0% | ||
| Q2 25 | 38.5% | 26.9% | ||
| Q1 25 | 39.3% | 25.0% | ||
| Q4 24 | 37.5% | 23.8% | ||
| Q3 24 | 37.3% | 24.0% | ||
| Q2 24 | 37.5% | 25.3% |
营业利润率
BDC
IESC
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.2% | 11.2% | ||
| Q3 25 | 10.9% | 11.6% | ||
| Q2 25 | 11.8% | 12.6% | ||
| Q1 25 | 11.6% | 11.1% | ||
| Q4 24 | 10.4% | 10.0% | ||
| Q3 24 | 11.5% | 9.7% | ||
| Q2 24 | 11.4% | 11.7% |
净利率
BDC
IESC
| Q1 26 | 7.3% | — | ||
| Q4 25 | 9.4% | 10.5% | ||
| Q3 25 | 8.1% | 11.4% | ||
| Q2 25 | 9.1% | 8.9% | ||
| Q1 25 | 8.3% | 8.7% | ||
| Q4 24 | 8.8% | 7.7% | ||
| Q3 24 | 8.2% | 8.4% | ||
| Q2 24 | 8.1% | 8.7% |
每股收益(稀释后)
BDC
IESC
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.70 | $4.51 | ||
| Q3 25 | $1.41 | $4.99 | ||
| Q2 25 | $1.53 | $3.81 | ||
| Q1 25 | $1.27 | $3.50 | ||
| Q4 24 | $1.41 | $2.72 | ||
| Q3 24 | $1.30 | $3.06 | ||
| Q2 24 | $1.19 | $2.67 |
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 | $272.2M | $258.7M |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.3B | $961.1M |
| 总资产 | — | $1.7B |
| 负债/权益比越低杠杆越低 | 0.98× | — |
8季度趋势,按日历期对齐
现金及短期投资
BDC
IESC
| Q1 26 | $272.2M | — | ||
| Q4 25 | $389.9M | $258.7M | ||
| Q3 25 | $314.3M | $231.8M | ||
| Q2 25 | $301.5M | $168.3M | ||
| Q1 25 | $259.0M | $88.3M | ||
| Q4 24 | $370.3M | $112.0M | ||
| Q3 24 | $323.0M | $135.8M | ||
| Q2 24 | $564.8M | $44.9M |
总债务
BDC
IESC
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
BDC
IESC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $961.1M | ||
| Q3 25 | $1.2B | $884.0M | ||
| Q2 25 | $1.2B | $781.4M | ||
| Q1 25 | $1.2B | $705.8M | ||
| Q4 24 | $1.3B | $652.4M | ||
| Q3 24 | $1.2B | $611.1M | ||
| Q2 24 | $1.2B | $567.5M |
总资产
BDC
IESC
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.4B | $1.6B | ||
| Q2 25 | $3.4B | $1.5B | ||
| Q1 25 | $3.3B | $1.4B | ||
| Q4 24 | $3.3B | $1.3B | ||
| Q3 24 | $3.3B | $1.2B | ||
| Q2 24 | $3.5B | $1.2B |
负债/权益比
BDC
IESC
| Q1 26 | 0.98× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $-63.1M | $-18.9M |
| 自由现金流率自由现金流/营收 | -9.1% | -2.2% |
| 资本支出强度资本支出/营收 | 6.4% | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | $180.4M | $175.9M |
8季度趋势,按日历期对齐
经营现金流
BDC
IESC
| Q1 26 | — | — | ||
| Q4 25 | $160.4M | $27.7M | ||
| Q3 25 | $105.0M | $132.0M | ||
| Q2 25 | $82.0M | $92.0M | ||
| Q1 25 | $7.4M | $24.8M | ||
| Q4 24 | $174.7M | $37.3M | ||
| Q3 24 | $91.7M | $92.8M | ||
| Q2 24 | $83.0M | $82.9M |
自由现金流
BDC
IESC
| Q1 26 | $-63.1M | — | ||
| Q4 25 | $121.3M | $-18.9M | ||
| Q3 25 | $65.3M | $112.0M | ||
| Q2 25 | $56.9M | $74.8M | ||
| Q1 25 | $-24.8M | $7.9M | ||
| Q4 24 | $116.4M | $24.1M | ||
| Q3 24 | $67.2M | $78.5M | ||
| Q2 24 | $61.0M | $65.4M |
自由现金流率
BDC
IESC
| Q1 26 | -9.1% | — | ||
| Q4 25 | 16.8% | -2.2% | ||
| Q3 25 | 9.4% | 12.5% | ||
| Q2 25 | 8.5% | 8.4% | ||
| Q1 25 | -4.0% | 0.9% | ||
| Q4 24 | 17.5% | 3.2% | ||
| Q3 24 | 10.3% | 10.1% | ||
| Q2 24 | 10.1% | 8.5% |
资本支出强度
BDC
IESC
| Q1 26 | 6.4% | — | ||
| Q4 25 | 5.4% | 5.3% | ||
| Q3 25 | 5.7% | 2.2% | ||
| Q2 25 | 3.7% | 1.9% | ||
| Q1 25 | 5.2% | 2.0% | ||
| Q4 24 | 8.8% | 1.8% | ||
| Q3 24 | 3.7% | 1.8% | ||
| Q2 24 | 3.6% | 2.3% |
现金转化率
BDC
IESC
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 0.30× | ||
| Q3 25 | 1.85× | 1.29× | ||
| Q2 25 | 1.34× | 1.16× | ||
| Q1 25 | 0.14× | 0.34× | ||
| Q4 24 | 2.99× | 0.65× | ||
| Q3 24 | 1.71× | 1.42× | ||
| Q2 24 | 1.69× | 1.24× |
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
BDC
暂无分部数据
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |