vs
BWX Technologies, Inc.（BWXT）与IES Holdings, Inc.（IESC）财务数据对比。点击上方公司名可切换其他公司
IES Holdings, Inc.的季度营收约是BWX Technologies, Inc.的1.0倍（$871.0M vs $860.2M），BWX Technologies, Inc.净利率更高（10.6% vs 10.5%，领先0.1%），BWX Technologies, Inc.同比增速更快（26.1% vs 16.2%），BWX Technologies, Inc.自由现金流更多（$50.1M vs $-18.9M），过去两年BWX Technologies, Inc.的营收复合增速更高（12.4% vs 11.1%）
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
BWXT vs IESC — 直观对比
营收规模更大
IESC
是对方的1.0倍
$860.2M
营收增速更快
BWXT
高出9.9%
16.2%
净利率更高
BWXT
高出0.1%
10.5%
自由现金流更多
BWXT
多$69.0M
$-18.9M
两年增速更快
BWXT
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $860.2M | $871.0M |
| 净利润 | $91.2M | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | 12.4% | 11.2% |
| 净利率 | 10.6% | 10.5% |
| 营收同比 | 26.1% | 16.2% |
| 净利润同比 | 20.7% | 59.1% |
| 每股收益（稀释后） | $0.99 | $4.51 |
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BWXTIESC
| Q1 26 | $860.2M | — | ||
| Q4 25 | $885.8M | $871.0M | ||
| Q3 25 | $866.3M | $897.8M | ||
| Q2 25 | $764.0M | $890.2M | ||
| Q1 25 | $682.3M | $834.0M | ||
| Q4 24 | $746.3M | $749.5M | ||
| Q3 24 | $672.0M | $775.8M | ||
| Q2 24 | $681.5M | $768.4M |
净利润BWXTIESC
| Q1 26 | $91.2M | — | ||
| Q4 25 | $93.0M | $91.8M | ||
| Q3 25 | $82.1M | $102.3M | ||
| Q2 25 | $78.4M | $79.3M | ||
| Q1 25 | $75.5M | $72.6M | ||
| Q4 24 | $71.0M | $57.7M | ||
| Q3 24 | $69.5M | $65.5M | ||
| Q2 24 | $73.0M | $66.6M |
毛利率BWXTIESC
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | 21.8% | 26.0% | ||
| Q2 25 | 25.1% | 26.9% | ||
| Q1 25 | 24.2% | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | 24.4% | 24.0% | ||
| Q2 24 | 24.7% | 25.3% |
营业利润率BWXTIESC
| Q1 26 | 12.4% | — | ||
| Q4 25 | 10.4% | 11.2% | ||
| Q3 25 | 13.1% | 11.6% | ||
| Q2 25 | 13.4% | 12.6% | ||
| Q1 25 | 14.2% | 11.1% | ||
| Q4 24 | 12.4% | 10.0% | ||
| Q3 24 | 14.4% | 9.7% | ||
| Q2 24 | 14.5% | 11.7% |
净利率BWXTIESC
| Q1 26 | 10.6% | — | ||
| Q4 25 | 10.5% | 10.5% | ||
| Q3 25 | 9.5% | 11.4% | ||
| Q2 25 | 10.3% | 8.9% | ||
| Q1 25 | 11.1% | 8.7% | ||
| Q4 24 | 9.5% | 7.7% | ||
| Q3 24 | 10.3% | 8.4% | ||
| Q2 24 | 10.7% | 8.7% |
每股收益（稀释后）BWXTIESC
| Q1 26 | $0.99 | — | ||
| Q4 25 | $1.02 | $4.51 | ||
| Q3 25 | $0.89 | $4.99 | ||
| Q2 25 | $0.85 | $3.81 | ||
| Q1 25 | $0.82 | $3.50 | ||
| Q4 24 | $0.77 | $2.72 | ||
| Q3 24 | $0.76 | $3.06 | ||
| Q2 24 | $0.79 | $2.67 |
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 | $512.4M | $258.7M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.3B | $961.1M |
| 总资产 | $4.3B | $1.7B |
| 负债/权益比越低杠杆越低 | 1.58× | — |
8季度趋势，按日历期对齐
现金及短期投资BWXTIESC
| Q1 26 | $512.4M | — | ||
| Q4 25 | $499.8M | $258.7M | ||
| Q3 25 | $79.6M | $231.8M | ||
| Q2 25 | $37.0M | $168.3M | ||
| Q1 25 | $55.4M | $88.3M | ||
| Q4 24 | $74.1M | $112.0M | ||
| Q3 24 | $35.5M | $135.8M | ||
| Q2 24 | $48.3M | $44.9M |
总债务BWXTIESC
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BWXTIESC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $961.1M | ||
| Q3 25 | $1.2B | $884.0M | ||
| Q2 25 | $1.2B | $781.4M | ||
| Q1 25 | $1.1B | $705.8M | ||
| Q4 24 | $1.1B | $652.4M | ||
| Q3 24 | $1.1B | $611.1M | ||
| Q2 24 | $998.5M | $567.5M |
总资产BWXTIESC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.7B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $3.7B | $1.5B | ||
| Q1 25 | $3.1B | $1.4B | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.8B | $1.2B |
负债/权益比BWXTIESC
| Q1 26 | 1.58× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $92.6M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $50.1M | $-18.9M |
| 自由现金流率自由现金流/营收 | 5.8% | -2.2% |
| 资本支出强度资本支出/营收 | 4.9% | 5.3% |
| 现金转化率经营现金流/净利润 | 1.02× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $328.1M | $175.9M |
8季度趋势，按日历期对齐
经营现金流BWXTIESC
| Q1 26 | $92.6M | — | ||
| Q4 25 | $127.0M | $27.7M | ||
| Q3 25 | $143.2M | $132.0M | ||
| Q2 25 | $159.0M | $92.0M | ||
| Q1 25 | $50.6M | $24.8M | ||
| Q4 24 | $276.9M | $37.3M | ||
| Q3 24 | $32.6M | $92.8M | ||
| Q2 24 | $65.9M | $82.9M |
自由现金流BWXTIESC
| Q1 26 | $50.1M | — | ||
| Q4 25 | $56.8M | $-18.9M | ||
| Q3 25 | $94.9M | $112.0M | ||
| Q2 25 | $126.3M | $74.8M | ||
| Q1 25 | $17.3M | $7.9M | ||
| Q4 24 | $224.4M | $24.1M | ||
| Q3 24 | $-7.7M | $78.5M | ||
| Q2 24 | $35.5M | $65.4M |
自由现金流率BWXTIESC
| Q1 26 | 5.8% | — | ||
| Q4 25 | 6.4% | -2.2% | ||
| Q3 25 | 11.0% | 12.5% | ||
| Q2 25 | 16.5% | 8.4% | ||
| Q1 25 | 2.5% | 0.9% | ||
| Q4 24 | 30.1% | 3.2% | ||
| Q3 24 | -1.1% | 10.1% | ||
| Q2 24 | 5.2% | 8.5% |
资本支出强度BWXTIESC
| Q1 26 | 4.9% | — | ||
| Q4 25 | 7.9% | 5.3% | ||
| Q3 25 | 5.6% | 2.2% | ||
| Q2 25 | 4.3% | 1.9% | ||
| Q1 25 | 4.9% | 2.0% | ||
| Q4 24 | 7.0% | 1.8% | ||
| Q3 24 | 6.0% | 1.8% | ||
| Q2 24 | 4.5% | 2.3% |
现金转化率BWXTIESC
| Q1 26 | 1.02× | — | ||
| Q4 25 | 1.37× | 0.30× | ||
| Q3 25 | 1.74× | 1.29× | ||
| Q2 25 | 2.03× | 1.16× | ||
| Q1 25 | 0.67× | 0.34× | ||
| Q4 24 | 3.90× | 0.65× | ||
| Q3 24 | 0.47× | 1.42× | ||
| Q2 24 | 0.90× | 1.24× |
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
暂无分部数据
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
