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PEABODY ENERGY CORP（BTU）与卡骆驰（CROX）财务数据对比。点击上方公司名可切换其他公司
PEABODY ENERGY CORP的季度营收约是卡骆驰的1.1倍（$1.0B vs $957.6M），卡骆驰净利率更高（11.0% vs 1.2%，领先9.8%），卡骆驰同比增速更快（-3.2% vs -9.0%），过去两年PEABODY ENERGY CORP的营收复合增速更高（1.9% vs 1.0%）
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。
卡骆驰（Crocs）是总部位于美国科罗拉多州布鲁姆菲尔德的鞋履企业，主打生产、销售旗下同名品牌的泡沫鞋履产品。其标志性鞋款虽被品牌称为“木屐”，但和传统木屐不同，不含木质材料，凭借舒适轻便的特性受到全球消费者喜爱。
BTU vs CROX — 直观对比
营收规模更大
BTU
是对方的1.1倍
$957.6M
营收增速更快
CROX
高出5.7%
-9.0%
净利率更高
CROX
高出9.8%
1.2%
两年增速更快
BTU
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $957.6M |
| 净利润 | $12.4M | $105.2M |
| 毛利率 | — | 54.7% |
| 营业利润率 | 0.8% | 15.3% |
| 净利率 | 1.2% | 11.0% |
| 营收同比 | -9.0% | -3.2% |
| 净利润同比 | -67.2% | -71.5% |
| 每股收益（稀释后） | $0.11 | $1.79 |
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BTUCROX
| Q4 25 | $1.0B | $957.6M | ||
| Q3 25 | $1.0B | $996.3M | ||
| Q2 25 | $890.1M | $1.1B | ||
| Q1 25 | $937.0M | $937.3M | ||
| Q4 24 | $1.1B | $989.8M | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.0B | $1.1B | ||
| Q1 24 | $983.6M | $938.6M |
净利润BTUCROX
| Q4 25 | $12.4M | $105.2M | ||
| Q3 25 | $-70.1M | $145.8M | ||
| Q2 25 | $-27.6M | $-492.3M | ||
| Q1 25 | $34.4M | $160.1M | ||
| Q4 24 | $37.8M | $368.9M | ||
| Q3 24 | $101.3M | $199.8M | ||
| Q2 24 | $199.4M | $228.9M | ||
| Q1 24 | $39.6M | $152.5M |
毛利率BTUCROX
| Q4 25 | — | 54.7% | ||
| Q3 25 | — | 58.5% | ||
| Q2 25 | — | 61.7% | ||
| Q1 25 | — | 57.8% | ||
| Q4 24 | — | 57.9% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 61.4% | ||
| Q1 24 | — | 55.6% |
营业利润率BTUCROX
| Q4 25 | 0.8% | 15.3% | ||
| Q3 25 | -8.0% | 20.8% | ||
| Q2 25 | -4.3% | -37.2% | ||
| Q1 25 | 3.4% | 23.8% | ||
| Q4 24 | 3.6% | 20.2% | ||
| Q3 24 | 11.0% | 25.4% | ||
| Q2 24 | 22.4% | 29.3% | ||
| Q1 24 | 5.2% | 24.1% |
净利率BTUCROX
| Q4 25 | 1.2% | 11.0% | ||
| Q3 25 | -6.9% | 14.6% | ||
| Q2 25 | -3.1% | -42.8% | ||
| Q1 25 | 3.7% | 17.1% | ||
| Q4 24 | 3.4% | 37.3% | ||
| Q3 24 | 9.3% | 18.8% | ||
| Q2 24 | 19.1% | 20.6% | ||
| Q1 24 | 4.0% | 16.2% |
每股收益（稀释后）BTUCROX
| Q4 25 | $0.11 | $1.79 | ||
| Q3 25 | $-0.58 | $2.70 | ||
| Q2 25 | $-0.23 | $-8.82 | ||
| Q1 25 | $0.27 | $2.83 | ||
| Q4 24 | $0.25 | $6.25 | ||
| Q3 24 | $0.74 | $3.36 | ||
| Q2 24 | $1.42 | $3.77 | ||
| Q1 24 | $0.29 | $2.50 |
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 | $130.4M |
| 总债务越低越好 | $321.2M | — |
| 股东权益账面价值 | $3.5B | $1.3B |
| 总资产 | $5.8B | $4.2B |
| 负债/权益比越低杠杆越低 | 0.09× | — |
8季度趋势，按日历期对齐
现金及短期投资BTUCROX
| Q4 25 | $575.3M | $130.4M | ||
| Q3 25 | $603.3M | $154.0M | ||
| Q2 25 | $585.9M | $200.6M | ||
| Q1 25 | $696.5M | $166.5M | ||
| Q4 24 | $700.4M | $180.5M | ||
| Q3 24 | $772.9M | $186.1M | ||
| Q2 24 | $621.7M | $167.7M | ||
| Q1 24 | $855.7M | $159.3M |
总债务BTUCROX
| Q4 25 | $321.2M | — | ||
| Q3 25 | $321.8M | — | ||
| Q2 25 | $329.2M | — | ||
| Q1 25 | $331.2M | — | ||
| Q4 24 | $332.3M | — | ||
| Q3 24 | $323.7M | — | ||
| Q2 24 | $323.2M | — | ||
| Q1 24 | $323.3M | — |
股东权益BTUCROX
| Q4 25 | $3.5B | $1.3B | ||
| Q3 25 | $3.5B | $1.4B | ||
| Q2 25 | $3.6B | $1.4B | ||
| Q1 25 | $3.7B | $2.0B | ||
| Q4 24 | $3.7B | $1.8B | ||
| Q3 24 | $3.6B | $1.7B | ||
| Q2 24 | $3.7B | $1.7B | ||
| Q1 24 | $3.5B | $1.6B |
总资产BTUCROX
| Q4 25 | $5.8B | $4.2B | ||
| Q3 25 | $5.7B | $4.3B | ||
| Q2 25 | $5.8B | $4.5B | ||
| Q1 25 | $5.8B | $5.1B | ||
| Q4 24 | $6.0B | $4.8B | ||
| Q3 24 | $5.9B | $4.7B | ||
| Q2 24 | $5.9B | $4.7B | ||
| Q1 24 | $5.7B | $4.8B |
负债/权益比BTUCROX
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.09× | — | ||
| Q4 24 | 0.09× | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | 0.09× | — | ||
| Q1 24 | 0.09× | — |
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 | $252.5M |
| 自由现金流经营现金流 - 资本支出 | — | $246.4M |
| 自由现金流率自由现金流/营收 | — | 25.7% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | 5.53× | 2.40× |
| 过去12个月自由现金流最近4个季度 | — | $659.2M |
8季度趋势，按日历期对齐
经营现金流BTUCROX
| Q4 25 | $68.6M | $252.5M | ||
| Q3 25 | $122.0M | $239.3M | ||
| Q2 25 | $23.2M | $285.8M | ||
| Q1 25 | $119.9M | $-67.2M | ||
| Q4 24 | $119.8M | $321.9M | ||
| Q3 24 | $359.9M | $296.9M | ||
| Q2 24 | $7.8M | $401.2M | ||
| Q1 24 | $119.0M | $-27.6M |
自由现金流BTUCROX
| Q4 25 | — | $246.4M | ||
| Q3 25 | — | $226.2M | ||
| Q2 25 | — | $269.2M | ||
| Q1 25 | — | $-82.6M | ||
| Q4 24 | — | $303.4M | ||
| Q3 24 | — | $278.8M | ||
| Q2 24 | — | $384.2M | ||
| Q1 24 | — | $-43.3M |
自由现金流率BTUCROX
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.4% | ||
| Q1 25 | — | -8.8% | ||
| Q4 24 | — | 30.7% | ||
| Q3 24 | — | 26.3% | ||
| Q2 24 | — | 34.6% | ||
| Q1 24 | — | -4.6% |
资本支出强度BTUCROX
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.7% |
现金转化率BTUCROX
| Q4 25 | 5.53× | 2.40× | ||
| Q3 25 | — | 1.64× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.49× | -0.42× | ||
| Q4 24 | 3.17× | 0.87× | ||
| Q3 24 | 3.55× | 1.49× | ||
| Q2 24 | 0.04× | 1.75× | ||
| Q1 24 | 3.01× | -0.18× |
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% |
CROX
| Sales Channel Directly To Consumer | $333.2M | 35% |
| Other | $332.1M | 35% |
| HEYDUDE Brand Segment | $189.3M | 20% |
| Sales Channel Through Intermediary Wholesale | $103.1M | 11% |
