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BankUnited, Inc.（BKU）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是BankUnited, Inc.的1.3倍（$362.7M vs $288.2M），过去两年世纪互联的营收复合增速更高（17.4% vs 9.2%）
BankUnited, Inc.是美国国民银行BankUnited, N.A.的控股公司，成立于1984年，总部位于佛罗里达州迈阿密莱克斯。业务覆盖佛罗里达州、佐治亚州亚特兰大及周边、得克萨斯州达拉斯、新泽西州莫里斯敦、北卡罗来纳州夏洛特，以及纽约大都会区，还通过全国性平台提供部分商业贷款和存款产品，截至2025年12月31日总资产达350亿美元。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
BKU vs VNET — 直观对比
营收规模更大
VNET
是对方的1.3倍
$288.2M
两年增速更快
VNET
近两年复合增速
9.2%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $288.2M | $362.7M |
| 净利润 | — | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | 31.2% | 0.5% |
| 净利率 | — | -10.7% |
| 营收同比 | 9.0% | — |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $0.89 | — |
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BKUVNET
| Q4 25 | $288.2M | — | ||
| Q3 25 | $275.7M | $362.7M | ||
| Q2 25 | $273.9M | — | ||
| Q1 25 | $255.4M | $309.5M | ||
| Q4 24 | $264.5M | — | ||
| Q3 24 | $257.0M | $302.2M | ||
| Q2 24 | $250.2M | $274.4M | ||
| Q1 24 | $241.7M | $262.9M |
净利润BKUVNET
| Q4 25 | — | — | ||
| Q3 25 | $71.9M | $-38.7M | ||
| Q2 25 | $68.8M | — | ||
| Q1 25 | $58.5M | $-2.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | $61.5M | $-2.1M | ||
| Q2 24 | $53.7M | $-1.1M | ||
| Q1 24 | $48.0M | $-22.0M |
毛利率BKUVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 21.6% |
营业利润率BKUVNET
| Q4 25 | 31.2% | — | ||
| Q3 25 | 35.5% | 0.5% | ||
| Q2 25 | 34.3% | — | ||
| Q1 25 | 31.4% | 0.1% | ||
| Q4 24 | 35.2% | — | ||
| Q3 24 | 32.4% | 24.5% | ||
| Q2 24 | 29.2% | 0.2% | ||
| Q1 24 | 27.8% | 0.2% |
净利率BKUVNET
| Q4 25 | — | — | ||
| Q3 25 | 26.1% | -10.7% | ||
| Q2 25 | 25.1% | — | ||
| Q1 25 | 22.9% | -0.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.9% | -0.7% | ||
| Q2 24 | 21.5% | -0.4% | ||
| Q1 24 | 19.8% | -8.4% |
每股收益（稀释后）BKUVNET
| Q4 25 | $0.89 | — | ||
| Q3 25 | $0.95 | — | ||
| Q2 25 | $0.91 | — | ||
| Q1 25 | $0.78 | — | ||
| Q4 24 | $0.91 | — | ||
| Q3 24 | $0.81 | — | ||
| Q2 24 | $0.72 | — | ||
| Q1 24 | $0.64 | — |
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 | $217.8M | $492.1M |
| 总债务越低越好 | $319.7M | — |
| 股东权益账面价值 | $3.1B | $890.8M |
| 总资产 | $35.0B | $6.1B |
| 负债/权益比越低杠杆越低 | 0.10× | — |
8季度趋势，按日历期对齐
现金及短期投资BKUVNET
| Q4 25 | $217.8M | — | ||
| Q3 25 | $559.5M | $492.1M | ||
| Q2 25 | $801.3M | — | ||
| Q1 25 | $443.7M | $544.3M | ||
| Q4 24 | $491.1M | — | ||
| Q3 24 | $889.9M | $219.5M | ||
| Q2 24 | $433.5M | $247.2M | ||
| Q1 24 | $421.2M | $246.9M |
总债务BKUVNET
| Q4 25 | $319.7M | — | ||
| Q3 25 | $320.4M | — | ||
| Q2 25 | $708.9M | — | ||
| Q1 25 | $709.1M | — | ||
| Q4 24 | $708.6M | — | ||
| Q3 24 | $708.7M | $1.2B | ||
| Q2 24 | $708.8M | — | ||
| Q1 24 | $709.0M | — |
股东权益BKUVNET
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | $890.8M | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $2.9B | $927.8M | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $2.8B | $902.9M | ||
| Q2 24 | $2.7B | $900.6M | ||
| Q1 24 | $2.6B | $895.1M |
总资产BKUVNET
| Q4 25 | $35.0B | — | ||
| Q3 25 | $35.1B | $6.1B | ||
| Q2 25 | $35.5B | — | ||
| Q1 25 | $34.8B | $5.4B | ||
| Q4 24 | $35.2B | — | ||
| Q3 24 | $35.8B | $4.3B | ||
| Q2 24 | $35.4B | $4.0B | ||
| Q1 24 | $35.1B | $3.9B |
负债/权益比BKUVNET
| Q4 25 | 0.10× | — | ||
| Q3 25 | 0.11× | — | ||
| Q2 25 | 0.24× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.25× | 1.28× | ||
| Q2 24 | 0.26× | — | ||
| Q1 24 | 0.27× | — |
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 | $358.6M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 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 | — | $-589.7M |
8季度趋势，按日历期对齐
经营现金流BKUVNET
| Q4 25 | $358.6M | — | ||
| Q3 25 | $99.7M | $113.8M | ||
| Q2 25 | $117.6M | — | ||
| Q1 25 | $16.4M | $27.0M | ||
| Q4 24 | $433.8M | — | ||
| Q3 24 | $46.1M | $108.3M | ||
| Q2 24 | $135.7M | $55.8M | ||
| Q1 24 | $66.5M | $37.1M |
自由现金流BKUVNET
| Q4 25 | — | — | ||
| Q3 25 | — | $-193.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-95.0M | ||
| Q2 24 | — | $-81.6M | ||
| Q1 24 | — | $-102.2M |
自由现金流率BKUVNET
| Q4 25 | — | — | ||
| Q3 25 | — | -53.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -31.4% | ||
| Q2 24 | — | -29.8% | ||
| Q1 24 | — | -38.9% |
资本支出强度BKUVNET
| Q4 25 | — | — | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 50.1% | ||
| Q1 24 | — | 53.0% |
现金转化率BKUVNET
| Q4 25 | — | — | ||
| Q3 25 | 1.39× | — | ||
| Q2 25 | 1.71× | — | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 2.53× | — | ||
| Q1 24 | 1.39× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
