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BWX Technologies, Inc.（BWXT）与Healthpeak Properties（DOC）财务数据对比。点击上方公司名可切换其他公司
BWX Technologies, Inc.的季度营收约是Healthpeak Properties的1.2倍（$885.8M vs $719.4M），Healthpeak Properties净利率更高（73.2% vs 10.5%，领先62.7%），BWX Technologies, Inc.同比增速更快（18.7% vs 3.1%），Healthpeak Properties自由现金流更多（$357.0M vs $56.8M），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs 8.9%）
BWX Technologies Inc.（简称BWXT）总部位于美国弗吉尼亚州林奇堡，是一家面向全球供应核部件与核燃料的专业企业，产品广泛应用于核电及核工业相关领域，服务覆盖全球多个国家和地区的客户。
Healthpeak Properties是美国医疗地产领域的房地产投资信托基金，核心投资范畴覆盖老年住宅、生命科学相关物业及医疗办公楼三类资产。公司2007年于马里兰州组建，总部设在科罗拉多州丹佛市，在尔湾、纳什维尔、旧金山均设有办事处，截至2019年12月31日共持有617处物业的权益。
BWXT vs DOC — 直观对比
营收规模更大
BWXT
是对方的1.2倍
$719.4M
营收增速更快
BWXT
高出15.6%
3.1%
净利率更高
DOC
高出62.7%
10.5%
自由现金流更多
DOC
多$300.2M
$56.8M
两年增速更快
BWXT
近两年复合增速
8.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $719.4M |
| 净利润 | $93.0M | $114.0M |
| 毛利率 | — | — |
| 营业利润率 | 10.4% | 17.4% |
| 净利率 | 10.5% | 73.2% |
| 营收同比 | 18.7% | 3.1% |
| 净利润同比 | 30.9% | 2406.4% |
| 每股收益（稀释后） | $1.02 | $0.16 |
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BWXTDOC
| Q4 25 | $885.8M | $719.4M | ||
| Q3 25 | $866.3M | $705.9M | ||
| Q2 25 | $764.0M | $694.3M | ||
| Q1 25 | $682.3M | $702.9M | ||
| Q4 24 | $746.3M | $698.0M | ||
| Q3 24 | $672.0M | $700.4M | ||
| Q2 24 | $681.5M | $695.5M | ||
| Q1 24 | $604.0M | $606.6M |
净利润BWXTDOC
| Q4 25 | $93.0M | $114.0M | ||
| Q3 25 | $82.1M | $-117.1M | ||
| Q2 25 | $78.4M | $31.7M | ||
| Q1 25 | $75.5M | $42.8M | ||
| Q4 24 | $71.0M | $4.5M | ||
| Q3 24 | $69.5M | $85.9M | ||
| Q2 24 | $73.0M | $146.0M | ||
| Q1 24 | $68.5M | $6.7M |
毛利率BWXTDOC
| Q4 25 | — | — | ||
| Q3 25 | 21.8% | 58.6% | ||
| Q2 25 | 25.1% | 60.2% | ||
| Q1 25 | 24.2% | 61.1% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | 24.4% | 60.0% | ||
| Q2 24 | 24.7% | 60.6% | ||
| Q1 24 | 24.6% | 59.8% |
营业利润率BWXTDOC
| Q4 25 | 10.4% | 17.4% | ||
| Q3 25 | 13.1% | 9.2% | ||
| Q2 25 | 13.4% | 5.7% | ||
| Q1 25 | 14.2% | 7.7% | ||
| Q4 24 | 12.4% | -2.2% | ||
| Q3 24 | 14.4% | 14.1% | ||
| Q2 24 | 14.5% | 22.3% | ||
| Q1 24 | 15.4% | 3.7% |
净利率BWXTDOC
| Q4 25 | 10.5% | 73.2% | ||
| Q3 25 | 9.5% | -16.6% | ||
| Q2 25 | 10.3% | 4.6% | ||
| Q1 25 | 11.1% | 6.1% | ||
| Q4 24 | 9.5% | 0.7% | ||
| Q3 24 | 10.3% | 12.3% | ||
| Q2 24 | 10.7% | 21.0% | ||
| Q1 24 | 11.3% | 1.1% |
每股收益（稀释后）BWXTDOC
| Q4 25 | $1.02 | $0.16 | ||
| Q3 25 | $0.89 | $-0.17 | ||
| Q2 25 | $0.85 | $0.05 | ||
| Q1 25 | $0.82 | $0.06 | ||
| Q4 24 | $0.77 | $0.02 | ||
| Q3 24 | $0.76 | $0.12 | ||
| Q2 24 | $0.79 | $0.21 | ||
| Q1 24 | $0.75 | $0.01 |
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 | $499.8M | $467.5M |
| 总债务越低越好 | — | $9.8B |
| 股东权益账面价值 | $1.2B | $7.5B |
| 总资产 | $4.3B | $20.3B |
| 负债/权益比越低杠杆越低 | — | 1.31× |
8季度趋势，按日历期对齐
现金及短期投资BWXTDOC
| Q4 25 | $499.8M | $467.5M | ||
| Q3 25 | $79.6M | $91.0M | ||
| Q2 25 | $37.0M | $89.4M | ||
| Q1 25 | $55.4M | $70.6M | ||
| Q4 24 | $74.1M | $119.8M | ||
| Q3 24 | $35.5M | $180.4M | ||
| Q2 24 | $48.3M | $106.9M | ||
| Q1 24 | $45.9M | $101.8M |
总债务BWXTDOC
| Q4 25 | — | $9.8B | ||
| Q3 25 | — | $9.1B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | — | $8.9B | ||
| Q4 24 | — | $8.7B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.6B | ||
| Q1 24 | — | $8.8B |
股东权益BWXTDOC
| Q4 25 | $1.2B | $7.5B | ||
| Q3 25 | $1.2B | $7.6B | ||
| Q2 25 | $1.2B | $7.9B | ||
| Q1 25 | $1.1B | $8.2B | ||
| Q4 24 | $1.1B | $8.4B | ||
| Q3 24 | $1.1B | $8.6B | ||
| Q2 24 | $998.5M | $8.8B | ||
| Q1 24 | $946.2M | $8.9B |
总资产BWXTDOC
| Q4 25 | $4.3B | $20.3B | ||
| Q3 25 | $3.8B | $19.6B | ||
| Q2 25 | $3.7B | $19.8B | ||
| Q1 25 | $3.1B | $19.8B | ||
| Q4 24 | $2.9B | $19.9B | ||
| Q3 24 | $2.9B | $20.0B | ||
| Q2 24 | $2.8B | $20.2B | ||
| Q1 24 | $2.8B | $20.5B |
负债/权益比BWXTDOC
| Q4 25 | — | 1.31× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 0.99× |
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 | $127.0M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $357.0M |
| 自由现金流率自由现金流/营收 | 6.4% | 49.6% |
| 资本支出强度资本支出/营收 | 7.9% | 124.4% |
| 现金转化率经营现金流/净利润 | 1.37× | 10.99× |
| 过去12个月自由现金流最近4个季度 | $295.3M | — |
8季度趋势，按日历期对齐
经营现金流BWXTDOC
| Q4 25 | $127.0M | $1.3B | ||
| Q3 25 | $143.2M | $315.0M | ||
| Q2 25 | $159.0M | $363.5M | ||
| Q1 25 | $50.6M | $279.4M | ||
| Q4 24 | $276.9M | $1.1B | ||
| Q3 24 | $32.6M | $318.2M | ||
| Q2 24 | $65.9M | $316.2M | ||
| Q1 24 | $33.0M | $152.6M |
自由现金流BWXTDOC
| Q4 25 | $56.8M | $357.0M | ||
| Q3 25 | $94.9M | — | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | — | ||
| Q4 24 | $224.4M | $333.7M | ||
| Q3 24 | $-7.7M | — | ||
| Q2 24 | $35.5M | — | ||
| Q1 24 | $2.6M | — |
自由现金流率BWXTDOC
| Q4 25 | 6.4% | 49.6% | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 30.1% | 47.8% | ||
| Q3 24 | -1.1% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 0.4% | — |
资本支出强度BWXTDOC
| Q4 25 | 7.9% | 124.4% | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 7.0% | 105.6% | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 5.0% | — |
现金转化率BWXTDOC
| Q4 25 | 1.37× | 10.99× | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.03× | 11.48× | ||
| Q1 25 | 0.67× | 6.52× | ||
| Q4 24 | 3.90× | 235.43× | ||
| Q3 24 | 0.47× | 3.71× | ||
| Q2 24 | 0.90× | 2.17× | ||
| Q1 24 | 0.48× | 22.85× |
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
BWXT
| Nuclear Component Program | $436.4M | 49% |
| Nuclear Manufacturing | $134.8M | 15% |
| Cost Plus Fee | $116.1M | 13% |
| Uranium And Nuclear Services | $103.8M | 12% |
| Commercial Operations | $49.0M | 6% |
| Commercial Operations Segment | $33.7M | 4% |
| Transferred At Point In Time | $1.3M | 0% |
DOC
暂无分部数据
