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贝克休斯（BKR）与Solaris Energy Infrastructure, Inc.（SEI）财务数据对比。点击上方公司名可切换其他公司
贝克休斯的季度营收约是Solaris Energy Infrastructure, Inc.的36.7倍（$6.6B vs $179.7M）。贝克休斯净利率更高（14.1% vs -0.9%，领先15.0%）。Solaris Energy Infrastructure, Inc.同比增速更快（86.6% vs 2.5%）。贝克休斯自由现金流更多（$210.0M vs $-158.6M）。过去两年Solaris Energy Infrastructure, Inc.的营收复合增速更高（62.7% vs -3.9%）
贝克休斯是一家总部位于美国得克萨斯州休斯敦和英国伦敦的全球能源技术企业，也是全球规模最大的油田服务、工业及能源技术公司之一，业务覆盖120余个国家，为油气行业的勘探开采环节以及其他能源与工业应用场景提供产品和服务。
AGL能源有限公司是澳大利亚上市企业，业务涵盖民用及商用电力、天然气的生产与零售，是国家电力市场三大零售商之一。作为澳大利亚最大的电力生产商，该公司同时也是该国最大的碳排放主体。
BKR vs SEI — 直观对比
营收规模更大
BKR
是对方的36.7倍
$179.7M
营收增速更快
SEI
高出84.1%
2.5%
净利率更高
BKR
高出15.0%
-0.9%
自由现金流更多
BKR
多$368.6M
$-158.6M
两年增速更快
SEI
近两年复合增速
-3.9%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.6B | $179.7M |
| 净利润 | $930.0M | $-1.7M |
| 毛利率 | 22.8% | — |
| 营业利润率 | — | 22.2% |
| 净利率 | 14.1% | -0.9% |
| 营收同比 | 2.5% | 86.6% |
| 净利润同比 | 131.3% | -126.5% |
| 每股收益（稀释后） | $0.93 | — |
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BKRSEI
| Q1 26 | $6.6B | — | ||
| Q4 25 | $7.4B | $179.7M | ||
| Q3 25 | $7.0B | $166.8M | ||
| Q2 25 | $6.9B | $149.3M | ||
| Q1 25 | $6.4B | $126.3M | ||
| Q4 24 | $7.4B | $96.3M | ||
| Q3 24 | $6.9B | $75.0M | ||
| Q2 24 | $7.1B | $73.9M |
净利润BKRSEI
| Q1 26 | $930.0M | — | ||
| Q4 25 | $876.0M | $-1.7M | ||
| Q3 25 | $609.0M | $14.6M | ||
| Q2 25 | $701.0M | $12.0M | ||
| Q1 25 | $402.0M | $5.3M | ||
| Q4 24 | $1.2B | $6.3M | ||
| Q3 24 | $766.0M | $-968.0K | ||
| Q2 24 | $579.0M | $6.2M |
毛利率BKRSEI
| Q1 26 | 22.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率BKRSEI
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 22.2% | ||
| Q3 25 | 11.7% | 22.7% | ||
| Q2 25 | 14.0% | 23.8% | ||
| Q1 25 | 8.7% | 17.5% | ||
| Q4 24 | 9.0% | 26.7% | ||
| Q3 24 | 13.5% | 7.0% | ||
| Q2 24 | 11.7% | 16.0% |
净利率BKRSEI
| Q1 26 | 14.1% | — | ||
| Q4 25 | 11.9% | -0.9% | ||
| Q3 25 | 8.7% | 8.7% | ||
| Q2 25 | 10.1% | 8.0% | ||
| Q1 25 | 6.3% | 4.2% | ||
| Q4 24 | 16.0% | 6.5% | ||
| Q3 24 | 11.1% | -1.3% | ||
| Q2 24 | 8.1% | 8.4% |
每股收益（稀释后）BKRSEI
| Q1 26 | $0.93 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $14.8B | $353.3M |
| 总债务越低越好 | $16.2B | $184.0M |
| 股东权益账面价值 | $19.5B | $564.3M |
| 总资产 | $50.9B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.83× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资BKRSEI
| Q1 26 | $14.8B | — | ||
| Q4 25 | — | $353.3M | ||
| Q3 25 | — | $106.7M | ||
| Q2 25 | — | $99.6M | ||
| Q1 25 | — | $16.7M | ||
| Q4 24 | — | $114.3M | ||
| Q3 24 | — | $18.6M | ||
| Q2 24 | — | $5.1M |
总债务BKRSEI
| Q1 26 | $16.2B | — | ||
| Q4 25 | $5.4B | $184.0M | ||
| Q3 25 | $6.0B | $382.8M | ||
| Q2 25 | $6.0B | $386.2M | ||
| Q1 25 | $6.0B | $316.2M | ||
| Q4 24 | $6.0B | $315.7M | ||
| Q3 24 | $6.0B | $315.3M | ||
| Q2 24 | $5.9B | — |
股东权益BKRSEI
| Q1 26 | $19.5B | — | ||
| Q4 25 | $18.8B | $564.3M | ||
| Q3 25 | $18.2B | $546.6M | ||
| Q2 25 | $17.7B | $399.1M | ||
| Q1 25 | $17.0B | $361.3M | ||
| Q4 24 | $16.9B | $355.6M | ||
| Q3 24 | $16.2B | $221.7M | ||
| Q2 24 | $15.6B | $204.6M |
总资产BKRSEI
| Q1 26 | $50.9B | — | ||
| Q4 25 | $40.9B | $2.1B | ||
| Q3 25 | $39.2B | $1.6B | ||
| Q2 25 | $38.7B | $1.5B | ||
| Q1 25 | $38.1B | $1.1B | ||
| Q4 24 | $38.4B | $1.1B | ||
| Q3 24 | $37.5B | $939.5M | ||
| Q2 24 | $36.7B | $457.8M |
负债/权益比BKRSEI
| Q1 26 | 0.83× | — | ||
| Q4 25 | 0.29× | 0.33× | ||
| Q3 25 | 0.33× | 0.70× | ||
| Q2 25 | 0.34× | 0.97× | ||
| Q1 25 | 0.35× | 0.88× | ||
| Q4 24 | 0.35× | 0.89× | ||
| Q3 24 | 0.37× | 1.42× | ||
| Q2 24 | 0.38× | — |
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 | — | $95.9M |
| 自由现金流经营现金流 - 资本支出 | $210.0M | $-158.6M |
| 自由现金流率自由现金流/营收 | 3.2% | -88.2% |
| 资本支出强度资本支出/营收 | 4.4% | 141.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $2.3B | $-437.7M |
8季度趋势，按日历期对齐
经营现金流BKRSEI
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $95.9M | ||
| Q3 25 | $929.0M | $63.3M | ||
| Q2 25 | $510.0M | $24.2M | ||
| Q1 25 | $709.0M | $25.7M | ||
| Q4 24 | $1.2B | $13.1M | ||
| Q3 24 | $1.0B | $10.5M | ||
| Q2 24 | $348.0M | $18.9M |
自由现金流BKRSEI
| Q1 26 | $210.0M | — | ||
| Q4 25 | $1.3B | $-158.6M | ||
| Q3 25 | $634.0M | $462.0K | ||
| Q2 25 | $209.0M | $-160.9M | ||
| Q1 25 | $409.0M | $-118.6M | ||
| Q4 24 | $837.0M | $-113.6M | ||
| Q3 24 | $710.0M | $-47.2M | ||
| Q2 24 | $56.0M | $18.2M |
自由现金流率BKRSEI
| Q1 26 | 3.2% | — | ||
| Q4 25 | 17.4% | -88.2% | ||
| Q3 25 | 9.0% | 0.3% | ||
| Q2 25 | 3.0% | -107.8% | ||
| Q1 25 | 6.4% | -93.9% | ||
| Q4 24 | 11.4% | -117.9% | ||
| Q3 24 | 10.3% | -63.0% | ||
| Q2 24 | 0.8% | 24.7% |
资本支出强度BKRSEI
| Q1 26 | 4.4% | — | ||
| Q4 25 | 5.1% | 141.6% | ||
| Q3 25 | 4.2% | 37.6% | ||
| Q2 25 | 4.4% | 124.0% | ||
| Q1 25 | 4.7% | 114.2% | ||
| Q4 24 | 4.8% | 131.5% | ||
| Q3 24 | 4.3% | 77.0% | ||
| Q2 24 | 4.1% | 0.9% |
现金转化率BKRSEI
| Q1 26 | — | — | ||
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.53× | 4.35× | ||
| Q2 25 | 0.73× | 2.02× | ||
| Q1 25 | 1.76× | 4.83× | ||
| Q4 24 | 1.01× | 2.10× | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 0.60× | 3.04× |
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
BKR
暂无分部数据
SEI
| Solaris Power Solutions | $103.7M | 58% |
| Solaris Logistics Solutions | $76.1M | 42% |
