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BROADWIND, INC.（BWEN）与CF Industries（CF）财务数据对比。点击上方公司名可切换其他公司
CF Industries的季度营收约是BROADWIND, INC.的49.6倍（$1.9B vs $37.7M）。CF Industries同比增速更快（22.8% vs 12.4%）。CF Industries自由现金流更多（$313.0M vs $-187.0K）。过去两年CF Industries的营收复合增速更高（12.8% vs 0.2%）
Broadwind Inc.是一家总部位于美国的工业制造企业，主营重型结构部件、齿轮系统的生产及相关售后服务，业务覆盖可再生能源、基础设施与重工业领域，主要为北美市场的风电项目、公用事业能源工程等供应核心零部件。
CF Industries Holdings Inc.是美国知名农用肥料生产及分销商，1946年成立时名为中央农民肥料公司，总部位于芝加哥郊区的伊利诺伊州诺斯布鲁克。公司主营氨、尿素、硝酸铵等肥料产品，最初为区域农业供应合作社联盟，成立56年后完成股份化改制，转为公开上市企业。
BWEN vs CF — 直观对比
营收规模更大
CF
是对方的49.6倍
$37.7M
营收增速更快
CF
高出10.4%
12.4%
自由现金流更多
CF
多$313.2M
$-187.0K
两年增速更快
CF
近两年复合增速
0.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $37.7M | $1.9B |
| 净利润 | — | $495.0M |
| 毛利率 | 8.8% | 40.9% |
| 营业利润率 | -0.2% | 33.0% |
| 净利率 | — | 26.4% |
| 营收同比 | 12.4% | 22.8% |
| 净利润同比 | — | 26.3% |
| 每股收益（稀释后） | $-0.03 | $2.56 |
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BWENCF
| Q4 25 | $37.7M | $1.9B | ||
| Q3 25 | $44.2M | $1.7B | ||
| Q2 25 | $39.2M | $1.9B | ||
| Q1 25 | $36.8M | $1.7B | ||
| Q4 24 | $33.6M | $1.5B | ||
| Q3 24 | $35.5M | $1.4B | ||
| Q2 24 | $36.5M | $1.6B | ||
| Q1 24 | $37.6M | $1.5B |
净利润BWENCF
| Q4 25 | — | $495.0M | ||
| Q3 25 | $7.5M | $460.0M | ||
| Q2 25 | $-989.0K | $492.0M | ||
| Q1 25 | $-370.0K | $351.0M | ||
| Q4 24 | — | $392.0M | ||
| Q3 24 | $74.0K | $341.0M | ||
| Q2 24 | $482.0K | $506.0M | ||
| Q1 24 | $1.5M | $238.0M |
毛利率BWENCF
| Q4 25 | 8.8% | 40.9% | ||
| Q3 25 | 10.2% | 38.1% | ||
| Q2 25 | 10.1% | 39.9% | ||
| Q1 25 | 11.7% | 34.4% | ||
| Q4 24 | 11.3% | 34.4% | ||
| Q3 24 | 14.6% | 32.4% | ||
| Q2 24 | 15.3% | 43.2% | ||
| Q1 24 | 17.6% | 27.8% |
营业利润率BWENCF
| Q4 25 | -0.2% | 33.0% | ||
| Q3 25 | 19.7% | 35.0% | ||
| Q2 25 | -0.4% | 34.3% | ||
| Q1 25 | 0.5% | 27.4% | ||
| Q4 24 | -0.9% | 28.9% | ||
| Q3 24 | 3.3% | 26.6% | ||
| Q2 24 | 3.4% | 40.6% | ||
| Q1 24 | 5.5% | 20.6% |
净利率BWENCF
| Q4 25 | — | 26.4% | ||
| Q3 25 | 16.9% | 27.7% | ||
| Q2 25 | -2.5% | 26.0% | ||
| Q1 25 | -1.0% | 21.1% | ||
| Q4 24 | — | 25.7% | ||
| Q3 24 | 0.2% | 24.9% | ||
| Q2 24 | 1.3% | 32.2% | ||
| Q1 24 | 4.0% | 16.2% |
每股收益（稀释后）BWENCF
| Q4 25 | $-0.03 | $2.56 | ||
| Q3 25 | $0.32 | $2.19 | ||
| Q2 25 | $-0.04 | $2.37 | ||
| Q1 25 | $-0.02 | $1.85 | ||
| Q4 24 | $-0.04 | $1.86 | ||
| Q3 24 | $0.00 | $1.55 | ||
| Q2 24 | $0.02 | $2.30 | ||
| Q1 24 | $0.07 | $1.03 |
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 | $456.0K | — |
| 总债务越低越好 | $10.1M | $3.2B |
| 股东权益账面价值 | $66.3M | $4.8B |
| 总资产 | $116.8M | $14.1B |
| 负债/权益比越低杠杆越低 | 0.15× | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资BWENCF
| Q4 25 | $456.0K | — | ||
| Q3 25 | $1.2M | — | ||
| Q2 25 | $1.0M | — | ||
| Q1 25 | $1.2M | — | ||
| Q4 24 | $7.7M | — | ||
| Q3 24 | $1.4M | — | ||
| Q2 24 | $938.0K | — | ||
| Q1 24 | $1.1M | — |
总债务BWENCF
| Q4 25 | $10.1M | $3.2B | ||
| Q3 25 | $10.3M | $3.0B | ||
| Q2 25 | $26.1M | $3.0B | ||
| Q1 25 | $12.2M | $3.0B | ||
| Q4 24 | $9.2M | $3.0B | ||
| Q3 24 | $16.9M | $3.0B | ||
| Q2 24 | $18.0M | $3.0B | ||
| Q1 24 | $7.7M | $3.0B |
股东权益BWENCF
| Q4 25 | $66.3M | $4.8B | ||
| Q3 25 | $66.9M | $4.8B | ||
| Q2 25 | $59.0M | $5.0B | ||
| Q1 25 | $59.3M | $4.8B | ||
| Q4 24 | $59.4M | $5.0B | ||
| Q3 24 | $59.6M | $5.2B | ||
| Q2 24 | $59.1M | $5.5B | ||
| Q1 24 | $58.0M | $5.4B |
总资产BWENCF
| Q4 25 | $116.8M | $14.1B | ||
| Q3 25 | $119.6M | $14.2B | ||
| Q2 25 | $130.5M | $13.8B | ||
| Q1 25 | $129.3M | $13.3B | ||
| Q4 24 | $128.3M | $13.5B | ||
| Q3 24 | $125.1M | $13.8B | ||
| Q2 24 | $122.5M | $13.8B | ||
| Q1 24 | $123.1M | $13.9B |
负债/权益比BWENCF
| Q4 25 | 0.15× | 0.66× | ||
| Q3 25 | 0.15× | 0.61× | ||
| Q2 25 | 0.44× | 0.60× | ||
| Q1 25 | 0.21× | 0.62× | ||
| Q4 24 | 0.15× | 0.60× | ||
| Q3 24 | 0.28× | 0.57× | ||
| Q2 24 | 0.30× | 0.54× | ||
| Q1 24 | 0.13× | 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 | $857.0K | $539.0M |
| 自由现金流经营现金流 - 资本支出 | $-187.0K | $313.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 16.7% |
| 资本支出强度资本支出/营收 | 2.8% | 12.1% |
| 现金转化率经营现金流/净利润 | — | 1.09× |
| 过去12个月自由现金流最近4个季度 | $-19.0M | $1.8B |
8季度趋势，按日历期对齐
经营现金流BWENCF
| Q4 25 | $857.0K | $539.0M | ||
| Q3 25 | $4.3M | $1.1B | ||
| Q2 25 | $-12.5M | $563.0M | ||
| Q1 25 | $-8.0M | $586.0M | ||
| Q4 24 | $14.8M | $420.0M | ||
| Q3 24 | $2.4M | $931.0M | ||
| Q2 24 | $-9.3M | $475.0M | ||
| Q1 24 | $5.9M | $445.0M |
自由现金流BWENCF
| Q4 25 | $-187.0K | $313.0M | ||
| Q3 25 | $3.8M | $717.0M | ||
| Q2 25 | $-13.7M | $318.0M | ||
| Q1 25 | $-9.0M | $454.0M | ||
| Q4 24 | $14.5M | $223.0M | ||
| Q3 24 | $1.7M | $792.0M | ||
| Q2 24 | $-10.1M | $391.0M | ||
| Q1 24 | $4.1M | $347.0M |
自由现金流率BWENCF
| Q4 25 | -0.5% | 16.7% | ||
| Q3 25 | 8.6% | 43.2% | ||
| Q2 25 | -34.8% | 16.8% | ||
| Q1 25 | -24.3% | 27.3% | ||
| Q4 24 | 43.1% | 14.6% | ||
| Q3 24 | 4.8% | 57.8% | ||
| Q2 24 | -27.6% | 24.9% | ||
| Q1 24 | 10.9% | 23.6% |
资本支出强度BWENCF
| Q4 25 | 2.8% | 12.1% | ||
| Q3 25 | 1.1% | 20.9% | ||
| Q2 25 | 3.1% | 13.0% | ||
| Q1 25 | 2.5% | 7.9% | ||
| Q4 24 | 1.0% | 12.9% | ||
| Q3 24 | 2.1% | 10.1% | ||
| Q2 24 | 2.2% | 5.3% | ||
| Q1 24 | 4.6% | 6.7% |
现金转化率BWENCF
| Q4 25 | — | 1.09× | ||
| Q3 25 | 0.57× | 2.31× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.67× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 32.99× | 2.73× | ||
| Q2 24 | -19.26× | 0.94× | ||
| Q1 24 | 3.88× | 1.87× |
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
BWEN
| Heavy Fabrications | $21.6M | 57% |
| Industrial Solutions | $9.4M | 25% |
| Gearing | $7.0M | 19% |
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
