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POPULAR, INC.（BPOP）与STERLING INFRASTRUCTURE, INC.（STRL）财务数据对比。点击上方公司名可切换其他公司
POPULAR, INC.的季度营收约是STERLING INFRASTRUCTURE, INC.的1.1倍（$835.8M vs $755.6M），POPULAR, INC.净利率更高（29.4% vs 11.6%，领先17.8%），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（31.0% vs 25.1%）
Popular Inc.是波多黎各最大的金融服务集团，创立于1893年，总部位于首府圣胡安哈托雷伊商务区的黄金英里金融区。集团提供全方位金融服务，在波多黎各、美属及英属维尔京群岛以Banco Popular品牌运营，美国本土则使用Popular Bank品牌。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
BPOP vs STRL — 直观对比
营收规模更大
BPOP
是对方的1.1倍
$755.6M
净利率更高
BPOP
高出17.8%
11.6%
两年增速更快
STRL
近两年复合增速
25.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $835.8M | $755.6M |
| 净利润 | $245.7M | $87.6M |
| 毛利率 | — | 21.7% |
| 营业利润率 | — | 15.9% |
| 净利率 | 29.4% | 11.6% |
| 营收同比 | — | 51.5% |
| 净利润同比 | 38.4% | -22.6% |
| 每股收益（稀释后） | $3.78 | $2.82 |
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BPOPSTRL
| Q1 26 | $835.8M | — | ||
| Q4 25 | $657.6M | $755.6M | ||
| Q3 25 | $646.5M | $689.0M | ||
| Q2 25 | $631.5M | $614.5M | ||
| Q1 25 | — | $430.9M | ||
| Q4 24 | $590.8M | $498.8M | ||
| Q3 24 | $572.5M | $593.7M | ||
| Q2 24 | $568.3M | $582.8M |
净利润BPOPSTRL
| Q1 26 | $245.7M | — | ||
| Q4 25 | $233.9M | $87.6M | ||
| Q3 25 | $211.3M | $92.1M | ||
| Q2 25 | $210.4M | $71.0M | ||
| Q1 25 | — | $39.5M | ||
| Q4 24 | $177.8M | $113.2M | ||
| Q3 24 | $155.3M | $61.3M | ||
| Q2 24 | $177.8M | $51.9M |
毛利率BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | — | 19.3% |
营业利润率BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | 42.4% | 15.9% | ||
| Q3 25 | 38.2% | 18.2% | ||
| Q2 25 | 40.9% | 17.0% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | 37.5% | 12.5% | ||
| Q3 24 | 34.5% | 14.7% | ||
| Q2 24 | 38.4% | 12.5% |
净利率BPOPSTRL
| Q1 26 | 29.4% | — | ||
| Q4 25 | 35.6% | 11.6% | ||
| Q3 25 | 32.7% | 13.4% | ||
| Q2 25 | 33.3% | 11.6% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | 30.1% | 22.7% | ||
| Q3 24 | 27.1% | 10.3% | ||
| Q2 24 | 31.3% | 8.9% |
每股收益（稀释后）BPOPSTRL
| Q1 26 | $3.78 | — | ||
| Q4 25 | $3.51 | $2.82 | ||
| Q3 25 | $3.14 | $2.97 | ||
| Q2 25 | $3.09 | $2.31 | ||
| Q1 25 | — | $1.28 | ||
| Q4 24 | $2.51 | $3.63 | ||
| Q3 24 | $2.16 | $1.97 | ||
| Q2 24 | $2.46 | $1.67 |
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 | — | $390.7M |
| 总债务越低越好 | $17.6M | — |
| 股东权益账面价值 | $6.3B | $1.1B |
| 总资产 | $76.1B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | — | $390.7M | ||
| Q3 25 | — | $306.4M | ||
| Q2 25 | — | $699.4M | ||
| Q1 25 | — | $638.6M | ||
| Q4 24 | — | $664.2M | ||
| Q3 24 | — | $648.1M | ||
| Q2 24 | — | $540.0M |
总债务BPOPSTRL
| Q1 26 | $17.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BPOPSTRL
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.2B | $1.1B | ||
| Q3 25 | $6.1B | $1.1B | ||
| Q2 25 | $6.0B | $881.7M | ||
| Q1 25 | — | $805.4M | ||
| Q4 24 | $5.6B | $808.1M | ||
| Q3 24 | $5.8B | $716.5M | ||
| Q2 24 | $5.4B | $670.7M |
总资产BPOPSTRL
| Q1 26 | $76.1B | — | ||
| Q4 25 | $75.3B | $2.6B | ||
| Q3 25 | $75.1B | $2.6B | ||
| Q2 25 | $76.1B | $2.2B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $73.0B | $2.0B | ||
| Q3 24 | $71.3B | $2.0B | ||
| Q2 24 | $72.8B | $2.0B |
负债/权益比BPOPSTRL
| Q1 26 | 0.00× | — | ||
| 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 | — | $186.1M |
| 自由现金流经营现金流 - 资本支出 | — | $159.7M |
| 自由现金流率自由现金流/营收 | — | 21.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $362.7M |
8季度趋势，按日历期对齐
经营现金流BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | $268.5M | $186.1M | ||
| Q3 25 | $195.0M | $83.6M | ||
| Q2 25 | $242.9M | $85.4M | ||
| Q1 25 | — | $84.9M | ||
| Q4 24 | $199.5M | $174.3M | ||
| Q3 24 | $233.2M | $152.3M | ||
| Q2 24 | $80.4M | $121.0M |
自由现金流BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | $221.1M | $159.7M | ||
| Q3 25 | $141.1M | $64.0M | ||
| Q2 25 | $198.3M | $72.1M | ||
| Q1 25 | — | $67.0M | ||
| Q4 24 | $139.2M | $158.6M | ||
| Q3 24 | $175.6M | $138.3M | ||
| Q2 24 | $38.9M | $92.1M |
自由现金流率BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | 33.6% | 21.1% | ||
| Q3 25 | 21.8% | 9.3% | ||
| Q2 25 | 31.4% | 11.7% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | 23.6% | 31.8% | ||
| Q3 24 | 30.7% | 23.3% | ||
| Q2 24 | 6.8% | 15.8% |
资本支出强度BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | 3.5% | ||
| Q3 25 | 8.3% | 2.9% | ||
| Q2 25 | 7.1% | 2.2% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | 10.2% | 3.1% | ||
| Q3 24 | 10.1% | 2.4% | ||
| Q2 24 | 7.3% | 5.0% |
现金转化率BPOPSTRL
| Q1 26 | — | — | ||
| Q4 25 | 1.15× | 2.12× | ||
| Q3 25 | 0.92× | 0.91× | ||
| Q2 25 | 1.15× | 1.20× | ||
| Q1 25 | — | 2.15× | ||
| Q4 24 | 1.12× | 1.54× | ||
| Q3 24 | 1.50× | 2.48× | ||
| Q2 24 | 0.45× | 2.33× |
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
BPOP
| Net Interest Income | $670.2M | 80% |
| Noninterest Income | $165.6M | 20% |
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
