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BWX Technologies, Inc.（BWXT）与Essex Property Trust（ESS）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Essex Property Trust的1.8倍（$885.8M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 10.5%，领先7.4%），BWX Technologies, Inc.同比增速更快（18.7% vs 5.5%），过去两年BWX Technologies, Inc.的营收复合增速更高（21.1% vs 6.0%）
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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
BWXT vs ESS — 直观对比
营收规模更大
BWXT
是对方的1.8倍
$479.6M
营收增速更快
BWXT
高出13.2%
5.5%
净利率更高
ESS
高出7.4%
10.5%
两年增速更快
BWXT
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $479.6M |
| 净利润 | $93.0M | $85.7M |
| 毛利率 | — | 70.0% |
| 营业利润率 | 10.4% | 31.7% |
| 净利率 | 10.5% | 17.9% |
| 营收同比 | 18.7% | 5.5% |
| 净利润同比 | 30.9% | -71.6% |
| 每股收益（稀释后） | $1.02 | $1.24 |
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BWXTESS
| Q4 25 | $885.8M | $479.6M | ||
| Q3 25 | $866.3M | $473.3M | ||
| Q2 25 | $764.0M | $469.8M | ||
| Q1 25 | $682.3M | $464.6M | ||
| Q4 24 | $746.3M | $454.5M | ||
| Q3 24 | $672.0M | $450.7M | ||
| Q2 24 | $681.5M | $442.4M | ||
| Q1 24 | $604.0M | $426.9M |
净利润BWXTESS
| Q4 25 | $93.0M | $85.7M | ||
| Q3 25 | $82.1M | $172.7M | ||
| Q2 25 | $78.4M | $231.5M | ||
| Q1 25 | $75.5M | $212.8M | ||
| Q4 24 | $71.0M | $301.7M | ||
| Q3 24 | $69.5M | $125.5M | ||
| Q2 24 | $73.0M | $99.0M | ||
| Q1 24 | $68.5M | $285.1M |
毛利率BWXTESS
| Q4 25 | — | 70.0% | ||
| Q3 25 | 21.8% | 69.2% | ||
| Q2 25 | 25.1% | 70.7% | ||
| Q1 25 | 24.2% | 69.6% | ||
| Q4 24 | — | 70.0% | ||
| Q3 24 | 24.4% | 69.5% | ||
| Q2 24 | 24.7% | 70.8% | ||
| Q1 24 | 24.6% | 69.7% |
营业利润率BWXTESS
| Q4 25 | 10.4% | 31.7% | ||
| Q3 25 | 13.1% | 44.5% | ||
| Q2 25 | 13.4% | 59.5% | ||
| Q1 25 | 14.2% | 55.3% | ||
| Q4 24 | 12.4% | 67.0% | ||
| Q3 24 | 14.4% | 28.6% | ||
| Q2 24 | 14.5% | 31.1% | ||
| Q1 24 | 15.4% | 31.0% |
净利率BWXTESS
| Q4 25 | 10.5% | 17.9% | ||
| Q3 25 | 9.5% | 36.5% | ||
| Q2 25 | 10.3% | 49.3% | ||
| Q1 25 | 11.1% | 45.8% | ||
| Q4 24 | 9.5% | 66.4% | ||
| Q3 24 | 10.3% | 27.8% | ||
| Q2 24 | 10.7% | 22.4% | ||
| Q1 24 | 11.3% | 66.8% |
每股收益（稀释后）BWXTESS
| Q4 25 | $1.02 | $1.24 | ||
| Q3 25 | $0.89 | $2.56 | ||
| Q2 25 | $0.85 | $3.44 | ||
| Q1 25 | $0.82 | $3.16 | ||
| Q4 24 | $0.77 | $4.00 | ||
| Q3 24 | $0.76 | $1.84 | ||
| Q2 24 | $0.79 | $1.45 | ||
| Q1 24 | $0.75 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $5.5B |
| 总资产 | $4.3B | $13.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BWXTESS
| Q4 25 | $499.8M | $76.2M | ||
| Q3 25 | $79.6M | $66.0M | ||
| Q2 25 | $37.0M | $58.7M | ||
| Q1 25 | $55.4M | $98.7M | ||
| Q4 24 | $74.1M | $66.8M | ||
| Q3 24 | $35.5M | $71.3M | ||
| Q2 24 | $48.3M | $55.2M | ||
| Q1 24 | $45.9M | $499.0M |
总债务BWXTESS
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益BWXTESS
| Q4 25 | $1.2B | $5.5B | ||
| Q3 25 | $1.2B | $5.6B | ||
| Q2 25 | $1.2B | $5.6B | ||
| Q1 25 | $1.1B | $5.6B | ||
| Q4 24 | $1.1B | $5.5B | ||
| Q3 24 | $1.1B | $5.4B | ||
| Q2 24 | $998.5M | $5.5B | ||
| Q1 24 | $946.2M | $5.5B |
总资产BWXTESS
| Q4 25 | $4.3B | $13.2B | ||
| Q3 25 | $3.8B | $13.2B | ||
| Q2 25 | $3.7B | $13.2B | ||
| Q1 25 | $3.1B | $13.2B | ||
| Q4 24 | $2.9B | $12.9B | ||
| Q3 24 | $2.9B | $12.6B | ||
| Q2 24 | $2.8B | $12.5B | ||
| Q1 24 | $2.8B | $12.9B |
负债/权益比BWXTESS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $56.8M | — |
| 自由现金流率自由现金流/营收 | 6.4% | — |
| 资本支出强度资本支出/营收 | 7.9% | — |
| 现金转化率经营现金流/净利润 | 1.37× | 12.53× |
| 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BWXTESS
| Q4 25 | $127.0M | $1.1B | ||
| Q3 25 | $143.2M | $342.6M | ||
| Q2 25 | $159.0M | $216.1M | ||
| Q1 25 | $50.6M | $281.5M | ||
| Q4 24 | $276.9M | $1.1B | ||
| Q3 24 | $32.6M | $316.2M | ||
| Q2 24 | $65.9M | $218.9M | ||
| Q1 24 | $33.0M | $314.9M |
自由现金流BWXTESS
| Q4 25 | $56.8M | — | ||
| Q3 25 | $94.9M | — | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | — | ||
| Q4 24 | $224.4M | — | ||
| Q3 24 | $-7.7M | — | ||
| Q2 24 | $35.5M | — | ||
| Q1 24 | $2.6M | — |
自由现金流率BWXTESS
| Q4 25 | 6.4% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | -1.1% | — | ||
| Q2 24 | 5.2% | — | ||
| Q1 24 | 0.4% | — |
资本支出强度BWXTESS
| Q4 25 | 7.9% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.0% | — | ||
| Q2 24 | 4.5% | — | ||
| Q1 24 | 5.0% | — |
现金转化率BWXTESS
| Q4 25 | 1.37× | 12.53× | ||
| Q3 25 | 1.74× | 1.98× | ||
| Q2 25 | 2.03× | 0.93× | ||
| Q1 25 | 0.67× | 1.32× | ||
| Q4 24 | 3.90× | 3.54× | ||
| Q3 24 | 0.47× | 2.52× | ||
| Q2 24 | 0.90× | 2.21× | ||
| Q1 24 | 0.48× | 1.10× |
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
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% |
ESS
暂无分部数据
