vs
PEABODY ENERGY CORP（BTU）与STEPAN CO（SCL）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STEPAN CO的1.7倍（$1.0B vs $604.5M），STEPAN CO净利率更高（3.3% vs 1.2%，领先2.0%），STEPAN CO同比增速更快（1.9% vs -9.0%），过去两年STEPAN CO的营收复合增速更高（4.2% 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。
斯特潘公司是一家美国特种化学品制造商，总部位于伊利诺伊州诺斯布鲁克，1932年由小阿尔弗雷德·C·斯特潘创立，现有约2000名员工，目前由创始人的孙子小F·奎因·斯特潘执掌。该公司是全球最大的阴离子表面活性剂商品生产商，产品用于提升洗涤剂、洗发水、牙膏及化妆品的起泡与清洁能力。
BTU vs SCL — 直观对比
营收规模更大
BTU
是对方的1.7倍
$604.5M
营收增速更快
SCL
高出10.9%
-9.0%
净利率更高
SCL
高出2.0%
1.2%
两年增速更快
SCL
近两年复合增速
1.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $604.5M |
| 净利润 | $12.4M | $19.7M |
| 毛利率 | — | 10.7% |
| 营业利润率 | 0.8% | 4.7% |
| 净利率 | 1.2% | 3.3% |
| 营收同比 | -9.0% | 1.9% |
| 净利润同比 | -67.2% | — |
| 每股收益（稀释后） | $0.11 | $0.86 |
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BTUSCL
| Q1 26 | — | $604.5M | ||
| Q4 25 | $1.0B | $553.9M | ||
| Q3 25 | $1.0B | $590.3M | ||
| Q2 25 | $890.1M | $594.7M | ||
| Q1 25 | $937.0M | $593.3M | ||
| Q4 24 | $1.1B | $525.6M | ||
| Q3 24 | $1.1B | $546.8M | ||
| Q2 24 | $1.0B | $556.4M |
净利润BTUSCL
| Q1 26 | — | $19.7M | ||
| Q4 25 | $12.4M | $5.0M | ||
| Q3 25 | $-70.1M | $10.8M | ||
| Q2 25 | $-27.6M | $11.3M | ||
| Q1 25 | $34.4M | $19.7M | ||
| Q4 24 | $37.8M | $3.4M | ||
| Q3 24 | $101.3M | $23.6M | ||
| Q2 24 | $199.4M | $9.5M |
毛利率BTUSCL
| Q1 26 | — | 10.7% | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 12.1% | ||
| Q1 25 | — | 12.7% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 12.5% |
营业利润率BTUSCL
| Q1 26 | — | 4.7% | ||
| Q4 25 | 0.8% | 1.9% | ||
| Q3 25 | -8.0% | 3.7% | ||
| Q2 25 | -4.3% | 3.0% | ||
| Q1 25 | 3.4% | 4.8% | ||
| Q4 24 | 3.6% | 1.5% | ||
| Q3 24 | 11.0% | 4.4% | ||
| Q2 24 | 22.4% | 3.4% |
净利率BTUSCL
| Q1 26 | — | 3.3% | ||
| Q4 25 | 1.2% | 0.9% | ||
| Q3 25 | -6.9% | 1.8% | ||
| Q2 25 | -3.1% | 1.9% | ||
| Q1 25 | 3.7% | 3.3% | ||
| Q4 24 | 3.4% | 0.6% | ||
| Q3 24 | 9.3% | 4.3% | ||
| Q2 24 | 19.1% | 1.7% |
每股收益（稀释后）BTUSCL
| Q1 26 | — | $0.86 | ||
| Q4 25 | $0.11 | $0.22 | ||
| Q3 25 | $-0.58 | $0.47 | ||
| Q2 25 | $-0.23 | $0.50 | ||
| Q1 25 | $0.27 | $0.86 | ||
| Q4 24 | $0.25 | $0.14 | ||
| Q3 24 | $0.74 | $1.03 | ||
| Q2 24 | $1.42 | $0.42 |
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 | — |
| 总债务越低越好 | $321.2M | $328.4M |
| 股东权益账面价值 | $3.5B | $1.2B |
| 总资产 | $5.8B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资BTUSCL
| Q1 26 | — | — | ||
| Q4 25 | $575.3M | $132.7M | ||
| Q3 25 | $603.3M | $118.5M | ||
| Q2 25 | $585.9M | $88.9M | ||
| Q1 25 | $696.5M | $107.5M | ||
| Q4 24 | $700.4M | $99.7M | ||
| Q3 24 | $772.9M | $147.3M | ||
| Q2 24 | $621.7M | $124.7M |
总债务BTUSCL
| Q1 26 | — | $328.4M | ||
| Q4 25 | $321.2M | $626.7M | ||
| Q3 25 | $321.8M | $655.5M | ||
| Q2 25 | $329.2M | $658.0M | ||
| Q1 25 | $331.2M | $659.3M | ||
| Q4 24 | $332.3M | $625.4M | ||
| Q3 24 | $323.7M | $688.5M | ||
| Q2 24 | $323.2M | $657.1M |
股东权益BTUSCL
| Q1 26 | — | $1.2B | ||
| Q4 25 | $3.5B | $1.2B | ||
| Q3 25 | $3.5B | $1.2B | ||
| Q2 25 | $3.6B | $1.2B | ||
| Q1 25 | $3.7B | $1.2B | ||
| Q4 24 | $3.7B | $1.2B | ||
| Q3 24 | $3.6B | $1.2B | ||
| Q2 24 | $3.7B | $1.2B |
总资产BTUSCL
| Q1 26 | — | $2.3B | ||
| Q4 25 | $5.8B | $2.4B | ||
| Q3 25 | $5.7B | $2.4B | ||
| Q2 25 | $5.8B | $2.4B | ||
| Q1 25 | $5.8B | $2.4B | ||
| Q4 24 | $6.0B | $2.3B | ||
| Q3 24 | $5.9B | $2.4B | ||
| Q2 24 | $5.9B | $2.3B |
负债/权益比BTUSCL
| Q1 26 | — | 0.28× | ||
| Q4 25 | 0.09× | 0.50× | ||
| Q3 25 | 0.09× | 0.53× | ||
| Q2 25 | 0.09× | 0.53× | ||
| Q1 25 | 0.09× | 0.55× | ||
| Q4 24 | 0.09× | 0.53× | ||
| Q3 24 | 0.09× | 0.56× | ||
| Q2 24 | 0.09× | 0.55× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流BTUSCL
| Q1 26 | — | — | ||
| Q4 25 | $68.6M | $60.0M | ||
| Q3 25 | $122.0M | $69.8M | ||
| Q2 25 | $23.2M | $11.2M | ||
| Q1 25 | $119.9M | $6.9M | ||
| Q4 24 | $119.8M | $68.3M | ||
| Q3 24 | $359.9M | $22.7M | ||
| Q2 24 | $7.8M | $29.5M |
自由现金流BTUSCL
| Q1 26 | — | — | ||
| Q4 25 | — | $25.4M | ||
| Q3 25 | — | $40.2M | ||
| Q2 25 | — | $-14.4M | ||
| Q1 25 | — | $-25.8M | ||
| Q4 24 | — | $32.1M | ||
| Q3 24 | — | $-4.0M | ||
| Q2 24 | — | $-208.0K |
自由现金流率BTUSCL
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 6.8% | ||
| Q2 25 | — | -2.4% | ||
| Q1 25 | — | -4.3% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | -0.7% | ||
| Q2 24 | — | -0.0% |
资本支出强度BTUSCL
| Q1 26 | — | — | ||
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 5.3% |
现金转化率BTUSCL
| Q1 26 | — | — | ||
| Q4 25 | 5.53× | 11.99× | ||
| Q3 25 | — | 6.44× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | 3.49× | 0.35× | ||
| Q4 24 | 3.17× | 20.38× | ||
| Q3 24 | 3.55× | 0.96× | ||
| Q2 24 | 0.04× | 3.10× |
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% |
SCL
| Surfactants | $453.7M | 75% |
| Polymers | $130.0M | 22% |
| Specialty Products | $20.8M | 3% |
