vs
PEABODY ENERGY CORP（BTU）与蓝威斯顿（LW）财务数据对比。点击上方公司名可切换其他公司
蓝威斯顿的季度营收约是PEABODY ENERGY CORP的1.5倍（$1.6B vs $1.0B），蓝威斯顿净利率更高（3.5% vs 1.2%，领先2.2%），蓝威斯顿同比增速更快（2.9% vs -9.0%），过去两年PEABODY ENERGY CORP的营收复合增速更高（1.9% vs -1.5%）
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。
蓝威斯顿控股是美国食品加工企业，为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一，总部坐落于爱达荷州博伊西市郊的伊格尔市。
BTU vs LW — 直观对比
营收规模更大
LW
是对方的1.5倍
$1.0B
营收增速更快
LW
高出11.9%
-9.0%
净利率更高
LW
高出2.2%
1.2%
两年增速更快
BTU
近两年复合增速
-1.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.6B |
| 净利润 | $12.4M | $54.0M |
| 毛利率 | — | 21.2% |
| 营业利润率 | 0.8% | 8.1% |
| 净利率 | 1.2% | 3.5% |
| 营收同比 | -9.0% | 2.9% |
| 净利润同比 | -67.2% | -63.0% |
| 每股收益（稀释后） | $0.11 | $0.39 |
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BTULW
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.0B | $1.6B | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $890.1M | $1.7B | ||
| Q1 25 | $937.0M | $1.5B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $1.0B | $1.6B |
净利润BTULW
| Q1 26 | — | $54.0M | ||
| Q4 25 | $12.4M | $62.1M | ||
| Q3 25 | $-70.1M | $64.3M | ||
| Q2 25 | $-27.6M | $119.9M | ||
| Q1 25 | $34.4M | $146.0M | ||
| Q4 24 | $37.8M | $-36.1M | ||
| Q3 24 | $101.3M | $127.4M | ||
| Q2 24 | $199.4M | $129.6M |
毛利率BTULW
| Q1 26 | — | 21.2% | ||
| Q4 25 | — | 20.0% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 21.5% | ||
| Q2 24 | — | 24.1% |
营业利润率BTULW
| Q1 26 | — | 8.1% | ||
| Q4 25 | 0.8% | 8.6% | ||
| Q3 25 | -8.0% | 9.4% | ||
| Q2 25 | -4.3% | 11.1% | ||
| Q1 25 | 3.4% | 16.4% | ||
| Q4 24 | 3.6% | 1.2% | ||
| Q3 24 | 11.0% | 12.8% | ||
| Q2 24 | 22.4% | 13.2% |
净利率BTULW
| Q1 26 | — | 3.5% | ||
| Q4 25 | 1.2% | 3.8% | ||
| Q3 25 | -6.9% | 3.9% | ||
| Q2 25 | -3.1% | 7.2% | ||
| Q1 25 | 3.7% | 9.6% | ||
| Q4 24 | 3.4% | -2.3% | ||
| Q3 24 | 9.3% | 7.7% | ||
| Q2 24 | 19.1% | 8.0% |
每股收益（稀释后）BTULW
| Q1 26 | — | $0.39 | ||
| Q4 25 | $0.11 | $0.44 | ||
| Q3 25 | $-0.58 | $0.46 | ||
| Q2 25 | $-0.23 | $0.84 | ||
| Q1 25 | $0.27 | $1.03 | ||
| Q4 24 | $0.25 | $-0.25 | ||
| Q3 24 | $0.74 | $0.88 | ||
| Q2 24 | $1.42 | $0.89 |
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 | $57.5M |
| 总债务越低越好 | $321.2M | $3.6B |
| 股东权益账面价值 | $3.5B | $1.8B |
| 总资产 | $5.8B | $7.4B |
| 负债/权益比越低杠杆越低 | 0.09× | 1.99× |
8季度趋势，按日历期对齐
现金及短期投资BTULW
| Q1 26 | — | $57.5M | ||
| Q4 25 | $575.3M | $82.7M | ||
| Q3 25 | $603.3M | $98.6M | ||
| Q2 25 | $585.9M | $70.7M | ||
| Q1 25 | $696.5M | $67.5M | ||
| Q4 24 | $700.4M | $79.0M | ||
| Q3 24 | $772.9M | $120.8M | ||
| Q2 24 | $621.7M | $71.4M |
总债务BTULW
| Q1 26 | — | $3.6B | ||
| Q4 25 | $321.2M | $3.6B | ||
| Q3 25 | $321.8M | $3.7B | ||
| Q2 25 | $329.2M | $3.7B | ||
| Q1 25 | $331.2M | $3.7B | ||
| Q4 24 | $332.3M | $3.7B | ||
| Q3 24 | $323.7M | $3.4B | ||
| Q2 24 | $323.2M | $3.4B |
股东权益BTULW
| Q1 26 | — | $1.8B | ||
| Q4 25 | $3.5B | $1.8B | ||
| Q3 25 | $3.5B | $1.8B | ||
| Q2 25 | $3.6B | $1.7B | ||
| Q1 25 | $3.7B | $1.6B | ||
| Q4 24 | $3.7B | $1.6B | ||
| Q3 24 | $3.6B | $1.8B | ||
| Q2 24 | $3.7B | $1.8B |
总资产BTULW
| Q1 26 | — | $7.4B | ||
| Q4 25 | $5.8B | $7.3B | ||
| Q3 25 | $5.7B | $7.2B | ||
| Q2 25 | $5.8B | $7.4B | ||
| Q1 25 | $5.8B | $7.4B | ||
| Q4 24 | $6.0B | $7.5B | ||
| Q3 24 | $5.9B | $7.5B | ||
| Q2 24 | $5.9B | $7.4B |
负债/权益比BTULW
| Q1 26 | — | 1.99× | ||
| Q4 25 | 0.09× | 2.08× | ||
| Q3 25 | 0.09× | 2.05× | ||
| Q2 25 | 0.09× | 2.12× | ||
| Q1 25 | 0.09× | 2.25× | ||
| Q4 24 | 0.09× | 2.26× | ||
| Q3 24 | 0.09× | 1.87× | ||
| Q2 24 | 0.09× | 1.92× |
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 | $65.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-36.3M |
| 自由现金流率自由现金流/营收 | — | -2.3% |
| 资本支出强度资本支出/营收 | — | 6.5% |
| 现金转化率经营现金流/净利润 | 5.53× | 1.21× |
| 过去12个月自由现金流最近4个季度 | — | $569.2M |
8季度趋势，按日历期对齐
经营现金流BTULW
| Q1 26 | — | $65.2M | ||
| Q4 25 | $68.6M | $178.4M | ||
| Q3 25 | $122.0M | $352.0M | ||
| Q2 25 | $23.2M | $868.3M | ||
| Q1 25 | $119.9M | $56.0M | ||
| Q4 24 | $119.8M | $99.1M | ||
| Q3 24 | $359.9M | $330.2M | ||
| Q2 24 | $7.8M | $798.2M |
自由现金流BTULW
| Q1 26 | — | $-36.3M | ||
| Q4 25 | — | $101.0M | ||
| Q3 25 | — | $274.4M | ||
| Q2 25 | — | $230.1M | ||
| Q1 25 | — | $-19.8M | ||
| Q4 24 | — | $-49.6M | ||
| Q3 24 | — | $4.3M | ||
| Q2 24 | — | $-131.3M |
自由现金流率BTULW
| Q1 26 | — | -2.3% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 16.5% | ||
| Q2 25 | — | 13.7% | ||
| Q1 25 | — | -1.3% | ||
| Q4 24 | — | -3.1% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | -8.1% |
资本支出强度BTULW
| Q1 26 | — | 6.5% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 38.1% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 9.3% | ||
| Q3 24 | — | 19.7% | ||
| Q2 24 | — | 57.7% |
现金转化率BTULW
| Q1 26 | — | 1.21× | ||
| Q4 25 | 5.53× | 2.87× | ||
| Q3 25 | — | 5.47× | ||
| Q2 25 | — | 7.24× | ||
| Q1 25 | 3.49× | 0.38× | ||
| Q4 24 | 3.17× | — | ||
| Q3 24 | 3.55× | 2.59× | ||
| Q2 24 | 0.04× | 6.16× |
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% |
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
