vs
PEABODY ENERGY CORP（BTU）与科蒂（COTY）财务数据对比。点击上方公司名可切换其他公司
科蒂的季度营收约是PEABODY ENERGY CORP的1.6倍（$1.7B vs $1.0B），PEABODY ENERGY CORP净利率更高（1.2% vs -7.4%，领先8.6%），科蒂同比增速更快（0.5% vs -9.0%），过去两年科蒂的营收复合增速更高（10.1% vs 1.9%）
皮博迪能源是总部位于美国密苏里州圣路易斯的煤炭开采企业，核心业务涵盖煤炭的开采、销售与配送，产品主要供应给发电和炼钢领域。公司还通过中国、澳大利亚及美国的办公网点开展煤炭的营销、经纪和贸易业务。
科蒂是1904年由弗朗索瓦·科蒂在巴黎创立的跨国美妆企业，现注册地为美国特拉华州，全球总部位于荷兰阿姆斯特丹。旗下业务覆盖香水、彩妆、护肤、美甲产品以及专业线和零售线护发产品的研发、生产、营销与分销，截至2024年共拥有约40个品牌。
BTU vs COTY — 直观对比
营收规模更大
COTY
是对方的1.6倍
$1.0B
营收增速更快
COTY
高出9.5%
-9.0%
净利率更高
BTU
高出8.6%
-7.4%
两年增速更快
COTY
近两年复合增速
1.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.7B |
| 净利润 | $12.4M | $-123.6M |
| 毛利率 | — | 63.8% |
| 营业利润率 | 0.8% | 8.8% |
| 净利率 | 1.2% | -7.4% |
| 营收同比 | -9.0% | 0.5% |
| 净利润同比 | -67.2% | -621.5% |
| 每股收益（稀释后） | $0.11 | $-0.14 |
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BTUCOTY
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $1.0B | $1.6B | ||
| Q2 25 | $890.1M | $1.3B | ||
| Q1 25 | $937.0M | $1.3B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.0B | $1.4B | ||
| Q1 24 | $983.6M | $1.4B |
净利润BTUCOTY
| Q4 25 | $12.4M | $-123.6M | ||
| Q3 25 | $-70.1M | $67.9M | ||
| Q2 25 | $-27.6M | $-68.8M | ||
| Q1 25 | $34.4M | $-405.7M | ||
| Q4 24 | $37.8M | $23.7M | ||
| Q3 24 | $101.3M | $82.9M | ||
| Q2 24 | $199.4M | $-96.9M | ||
| Q1 24 | $39.6M | $3.8M |
毛利率BTUCOTY
| Q4 25 | — | 63.8% | ||
| Q3 25 | — | 64.5% | ||
| Q2 25 | — | 62.3% | ||
| Q1 25 | — | 64.1% | ||
| Q4 24 | — | 66.7% | ||
| Q3 24 | — | 65.5% | ||
| Q2 24 | — | 64.2% | ||
| Q1 24 | — | 64.8% |
营业利润率BTUCOTY
| Q4 25 | 0.8% | 8.8% | ||
| Q3 25 | -8.0% | 11.7% | ||
| Q2 25 | -4.3% | 1.2% | ||
| Q1 25 | 3.4% | -21.6% | ||
| Q4 24 | 3.6% | 16.1% | ||
| Q3 24 | 11.0% | 14.2% | ||
| Q2 24 | 22.4% | 2.5% | ||
| Q1 24 | 5.2% | 5.6% |
净利率BTUCOTY
| Q4 25 | 1.2% | -7.4% | ||
| Q3 25 | -6.9% | 4.3% | ||
| Q2 25 | -3.1% | -5.5% | ||
| Q1 25 | 3.7% | -31.2% | ||
| Q4 24 | 3.4% | 1.4% | ||
| Q3 24 | 9.3% | 5.0% | ||
| Q2 24 | 19.1% | -7.1% | ||
| Q1 24 | 4.0% | 0.3% |
每股收益（稀释后）BTUCOTY
| Q4 25 | $0.11 | $-0.14 | ||
| Q3 25 | $-0.58 | $0.07 | ||
| Q2 25 | $-0.23 | $-0.08 | ||
| Q1 25 | $0.27 | $-0.47 | ||
| Q4 24 | $0.25 | $0.02 | ||
| Q3 24 | $0.74 | $0.09 | ||
| Q2 24 | $1.42 | $-0.11 | ||
| Q1 24 | $0.29 | $0.00 |
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 | $575.3M | $436.7M |
| 总债务越低越好 | $321.2M | $3.0B |
| 股东权益账面价值 | $3.5B | $3.5B |
| 总资产 | $5.8B | $11.1B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资BTUCOTY
| Q4 25 | $575.3M | $436.7M | ||
| Q3 25 | $603.3M | $264.6M | ||
| Q2 25 | $585.9M | $257.1M | ||
| Q1 25 | $696.5M | $243.5M | ||
| Q4 24 | $700.4M | $249.6M | ||
| Q3 24 | $772.9M | $283.6M | ||
| Q2 24 | $621.7M | $300.8M | ||
| Q1 24 | $855.7M | $260.2M |
总债务BTUCOTY
| Q4 25 | $321.2M | $3.0B | ||
| Q3 25 | $321.8M | $4.0B | ||
| Q2 25 | $329.2M | $4.0B | ||
| Q1 25 | $331.2M | $3.8B | ||
| Q4 24 | $332.3M | $3.4B | ||
| Q3 24 | $323.7M | $3.9B | ||
| Q2 24 | $323.2M | $3.8B | ||
| Q1 24 | $323.3M | $3.9B |
股东权益BTUCOTY
| Q4 25 | $3.5B | $3.5B | ||
| Q3 25 | $3.5B | $3.6B | ||
| Q2 25 | $3.6B | $3.5B | ||
| Q1 25 | $3.7B | $3.5B | ||
| Q4 24 | $3.7B | $3.8B | ||
| Q3 24 | $3.6B | $4.0B | ||
| Q2 24 | $3.7B | $3.8B | ||
| Q1 24 | $3.5B | $4.0B |
总资产BTUCOTY
| Q4 25 | $5.8B | $11.1B | ||
| Q3 25 | $5.7B | $12.1B | ||
| Q2 25 | $5.8B | $11.9B | ||
| Q1 25 | $5.8B | $11.5B | ||
| Q4 24 | $6.0B | $11.7B | ||
| Q3 24 | $5.9B | $12.5B | ||
| Q2 24 | $5.9B | $12.1B | ||
| Q1 24 | $5.7B | $12.3B |
负债/权益比BTUCOTY
| Q4 25 | 0.09× | 0.85× | ||
| Q3 25 | 0.09× | 1.10× | ||
| Q2 25 | 0.09× | 1.12× | ||
| Q1 25 | 0.09× | 1.09× | ||
| Q4 24 | 0.09× | 0.89× | ||
| Q3 24 | 0.09× | 0.97× | ||
| Q2 24 | 0.09× | 1.00× | ||
| Q1 24 | 0.09× | 0.98× |
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 | $68.6M | $559.7M |
| 自由现金流经营现金流 - 资本支出 | — | $513.1M |
| 自由现金流率自由现金流/营收 | — | 30.6% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | 5.53× | — |
| 过去12个月自由现金流最近4个季度 | — | $390.8M |
8季度趋势，按日历期对齐
经营现金流BTUCOTY
| Q4 25 | $68.6M | $559.7M | ||
| Q3 25 | $122.0M | $65.2M | ||
| Q2 25 | $23.2M | $83.2M | ||
| Q1 25 | $119.9M | $-122.5M | ||
| Q4 24 | $119.8M | $464.5M | ||
| Q3 24 | $359.9M | $67.4M | ||
| Q2 24 | $7.8M | $176.5M | ||
| Q1 24 | $119.0M | $-170.0M |
自由现金流BTUCOTY
| Q4 25 | — | $513.1M | ||
| Q3 25 | — | $11.2M | ||
| Q2 25 | — | $34.9M | ||
| Q1 25 | — | $-168.4M | ||
| Q4 24 | — | $419.0M | ||
| Q3 24 | — | $-7.9M | ||
| Q2 24 | — | $116.7M | ||
| Q1 24 | — | $-234.3M |
自由现金流率BTUCOTY
| Q4 25 | — | 30.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | -13.0% | ||
| Q4 24 | — | 25.1% | ||
| Q3 24 | — | -0.5% | ||
| Q2 24 | — | 8.6% | ||
| Q1 24 | — | -16.9% |
资本支出强度BTUCOTY
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 4.6% |
现金转化率BTUCOTY
| Q4 25 | 5.53× | — | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.49× | — | ||
| Q4 24 | 3.17× | 19.60× | ||
| Q3 24 | 3.55× | 0.81× | ||
| Q2 24 | 0.04× | — | ||
| Q1 24 | 3.01× | -44.74× |
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
BTU
| Seaborne Metallurgical Mining | $305.4M | 30% |
| Powder River Basin Mining | $300.3M | 29% |
| Seaborne Thermal Mining | $205.6M | 20% |
| Other | $182.1M | 18% |
| Thermal Coal | $28.9M | 3% |
COTY
| Prestige | $1.1B | 68% |
| Consumer Beauty | $545.0M | 32% |
