vs
BWX Technologies, Inc.（BWXT）与Leonardo DRS, Inc.（DRS）财务数据对比。点击上方公司名可切换其他公司
Leonardo DRS, Inc.的季度营收约是BWX Technologies, Inc.的1.2倍（$1.1B vs $885.8M），BWX Technologies, Inc.净利率更高（10.5% vs 9.6%，领先0.9%），BWX Technologies, Inc.同比增速更快（18.7% vs 8.1%），Leonardo DRS, Inc.自由现金流更多（$376.0M vs $56.8M），过去两年Leonardo DRS, Inc.的营收复合增速更高（24.1% vs 21.1%）
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。
莱昂纳多DRS公司是美国本土国防承包商，前身为DRS技术公司，曾于纽约证券交易所挂牌交易，2008年被莱昂纳多的前身芬梅卡尼卡收购，核心业务为向美国军方提供先进国防技术及配套系统产品。
BWXT vs DRS — 直观对比
营收规模更大
DRS
是对方的1.2倍
$885.8M
营收增速更快
BWXT
高出10.7%
8.1%
净利率更高
BWXT
高出0.9%
9.6%
自由现金流更多
DRS
多$319.2M
$56.8M
两年增速更快
DRS
近两年复合增速
21.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $1.1B |
| 净利润 | $93.0M | $102.0M |
| 毛利率 | — | 25.4% |
| 营业利润率 | 10.4% | 11.9% |
| 净利率 | 10.5% | 9.6% |
| 营收同比 | 18.7% | 8.1% |
| 净利润同比 | 30.9% | 14.6% |
| 每股收益（稀释后） | $1.02 | $0.38 |
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BWXTDRS
| Q4 25 | $885.8M | $1.1B | ||
| Q3 25 | $866.3M | $960.0M | ||
| Q2 25 | $764.0M | $829.0M | ||
| Q1 25 | $682.3M | $799.0M | ||
| Q4 24 | $746.3M | $981.0M | ||
| Q3 24 | $672.0M | $812.0M | ||
| Q2 24 | $681.5M | $753.0M | ||
| Q1 24 | $604.0M | $688.0M |
净利润BWXTDRS
| Q4 25 | $93.0M | $102.0M | ||
| Q3 25 | $82.1M | $72.0M | ||
| Q2 25 | $78.4M | $54.0M | ||
| Q1 25 | $75.5M | $50.0M | ||
| Q4 24 | $71.0M | $89.0M | ||
| Q3 24 | $69.5M | $57.0M | ||
| Q2 24 | $73.0M | $38.0M | ||
| Q1 24 | $68.5M | $29.0M |
毛利率BWXTDRS
| Q4 25 | — | 25.4% | ||
| Q3 25 | 21.8% | 23.1% | ||
| Q2 25 | 25.1% | 23.8% | ||
| Q1 25 | 24.2% | 22.7% | ||
| Q4 24 | — | 24.0% | ||
| Q3 24 | 24.4% | 22.0% | ||
| Q2 24 | 24.7% | 22.4% | ||
| Q1 24 | 24.6% | 22.2% |
营业利润率BWXTDRS
| Q4 25 | 10.4% | 11.9% | ||
| Q3 25 | 13.1% | 9.7% | ||
| Q2 25 | 13.4% | 8.4% | ||
| Q1 25 | 14.2% | 7.4% | ||
| Q4 24 | 12.4% | 12.2% | ||
| Q3 24 | 14.4% | 9.2% | ||
| Q2 24 | 14.5% | 7.3% | ||
| Q1 24 | 15.4% | 6.3% |
净利率BWXTDRS
| Q4 25 | 10.5% | 9.6% | ||
| Q3 25 | 9.5% | 7.5% | ||
| Q2 25 | 10.3% | 6.5% | ||
| Q1 25 | 11.1% | 6.3% | ||
| Q4 24 | 9.5% | 9.1% | ||
| Q3 24 | 10.3% | 7.0% | ||
| Q2 24 | 10.7% | 5.0% | ||
| Q1 24 | 11.3% | 4.2% |
每股收益（稀释后）BWXTDRS
| Q4 25 | $1.02 | $0.38 | ||
| Q3 25 | $0.89 | $0.26 | ||
| Q2 25 | $0.85 | $0.20 | ||
| Q1 25 | $0.82 | $0.19 | ||
| Q4 24 | $0.77 | $0.34 | ||
| Q3 24 | $0.76 | $0.21 | ||
| Q2 24 | $0.79 | $0.14 | ||
| Q1 24 | $0.75 | $0.11 |
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 | $647.0M |
| 总债务越低越好 | — | $321.0M |
| 股东权益账面价值 | $1.2B | $2.7B |
| 总资产 | $4.3B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资BWXTDRS
| Q4 25 | $499.8M | $647.0M | ||
| Q3 25 | $79.6M | $309.0M | ||
| Q2 25 | $37.0M | $278.0M | ||
| Q1 25 | $55.4M | $380.0M | ||
| Q4 24 | $74.1M | $598.0M | ||
| Q3 24 | $35.5M | $198.0M | ||
| Q2 24 | $48.3M | $149.0M | ||
| Q1 24 | $45.9M | $160.0M |
总债务BWXTDRS
| Q4 25 | — | $321.0M | ||
| Q3 25 | — | $326.0M | ||
| Q2 25 | — | $331.0M | ||
| Q1 25 | — | $335.0M | ||
| Q4 24 | — | $340.0M | ||
| Q3 24 | — | $345.0M | ||
| Q2 24 | — | $351.0M | ||
| Q1 24 | — | $356.0M |
股东权益BWXTDRS
| Q4 25 | $1.2B | $2.7B | ||
| Q3 25 | $1.2B | $2.6B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.1B | $2.6B | ||
| Q4 24 | $1.1B | $2.6B | ||
| Q3 24 | $1.1B | $2.5B | ||
| Q2 24 | $998.5M | $2.4B | ||
| Q1 24 | $946.2M | $2.4B |
总资产BWXTDRS
| Q4 25 | $4.3B | $4.5B | ||
| Q3 25 | $3.8B | $4.2B | ||
| Q2 25 | $3.7B | $4.1B | ||
| Q1 25 | $3.1B | $4.1B | ||
| Q4 24 | $2.9B | $4.2B | ||
| Q3 24 | $2.9B | $3.9B | ||
| Q2 24 | $2.8B | $3.8B | ||
| Q1 24 | $2.8B | $3.8B |
负债/权益比BWXTDRS
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.13× | ||
| Q1 25 | — | 0.13× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $425.0M |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $376.0M |
| 自由现金流率自由现金流/营收 | 6.4% | 35.5% |
| 资本支出强度资本支出/营收 | 7.9% | 4.6% |
| 现金转化率经营现金流/净利润 | 1.37× | 4.17× |
| 过去12个月自由现金流最近4个季度 | $295.3M | $227.0M |
8季度趋势，按日历期对齐
经营现金流BWXTDRS
| Q4 25 | $127.0M | $425.0M | ||
| Q3 25 | $143.2M | $107.0M | ||
| Q2 25 | $159.0M | $-28.0M | ||
| Q1 25 | $50.6M | $-138.0M | ||
| Q4 24 | $276.9M | $443.0M | ||
| Q3 24 | $32.6M | $59.0M | ||
| Q2 24 | $65.9M | $34.0M | ||
| Q1 24 | $33.0M | $-265.0M |
自由现金流BWXTDRS
| Q4 25 | $56.8M | $376.0M | ||
| Q3 25 | $94.9M | $77.0M | ||
| Q2 25 | $126.3M | $-56.0M | ||
| Q1 25 | $17.3M | $-170.0M | ||
| Q4 24 | $224.4M | $414.0M | ||
| Q3 24 | $-7.7M | $47.0M | ||
| Q2 24 | $35.5M | $0 | ||
| Q1 24 | $2.6M | $-275.0M |
自由现金流率BWXTDRS
| Q4 25 | 6.4% | 35.5% | ||
| Q3 25 | 11.0% | 8.0% | ||
| Q2 25 | 16.5% | -6.8% | ||
| Q1 25 | 2.5% | -21.3% | ||
| Q4 24 | 30.1% | 42.2% | ||
| Q3 24 | -1.1% | 5.8% | ||
| Q2 24 | 5.2% | 0.0% | ||
| Q1 24 | 0.4% | -40.0% |
资本支出强度BWXTDRS
| Q4 25 | 7.9% | 4.6% | ||
| Q3 25 | 5.6% | 3.1% | ||
| Q2 25 | 4.3% | 3.4% | ||
| Q1 25 | 4.9% | 4.0% | ||
| Q4 24 | 7.0% | 3.0% | ||
| Q3 24 | 6.0% | 1.5% | ||
| Q2 24 | 4.5% | 4.5% | ||
| Q1 24 | 5.0% | 1.5% |
现金转化率BWXTDRS
| Q4 25 | 1.37× | 4.17× | ||
| Q3 25 | 1.74× | 1.49× | ||
| Q2 25 | 2.03× | -0.52× | ||
| Q1 25 | 0.67× | -2.76× | ||
| Q4 24 | 3.90× | 4.98× | ||
| Q3 24 | 0.47× | 1.04× | ||
| Q2 24 | 0.90× | 0.89× | ||
| Q1 24 | 0.48× | -9.14× |
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% |
DRS
暂无分部数据
