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BWX Technologies, Inc.（BWXT）与Mativ Holdings, Inc.（MATV）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Mativ Holdings, Inc.的1.9倍（$860.2M vs $463.1M），Mativ Holdings, Inc.净利率更高（21.8% vs 10.6%，领先11.2%），BWX Technologies, Inc.同比增速更快（26.1% vs 1.0%），BWX Technologies, Inc.自由现金流更多（$50.1M vs $8.0M），过去两年BWX Technologies, Inc.的营收复合增速更高（12.4% vs -3.8%）
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。
Mativ Holdings是一家全球特种材料制造商，主要生产高性能先进聚合物、无纺布、过滤解决方案及功能性涂层材料，服务医疗、工业、消费品、航空航天、能源等领域，业务遍及北美、欧洲及亚太地区。
BWXT vs MATV — 直观对比
营收规模更大
BWXT
是对方的1.9倍
$463.1M
营收增速更快
BWXT
高出25.1%
1.0%
净利率更高
MATV
高出11.2%
10.6%
自由现金流更多
BWXT
多$42.1M
$8.0M
两年增速更快
BWXT
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $860.2M | $463.1M |
| 净利润 | $91.2M | $100.8M |
| 毛利率 | — | 18.8% |
| 营业利润率 | 12.4% | 2.2% |
| 净利率 | 10.6% | 21.8% |
| 营收同比 | 26.1% | 1.0% |
| 净利润同比 | 20.7% | 6620.0% |
| 每股收益（稀释后） | $0.99 | $1.87 |
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BWXTMATV
| Q1 26 | $860.2M | — | ||
| Q4 25 | $885.8M | $463.1M | ||
| Q3 25 | $866.3M | $513.7M | ||
| Q2 25 | $764.0M | $525.4M | ||
| Q1 25 | $682.3M | $484.8M | ||
| Q4 24 | $746.3M | $458.6M | ||
| Q3 24 | $672.0M | $498.5M | ||
| Q2 24 | $681.5M | $523.8M |
净利润BWXTMATV
| Q1 26 | $91.2M | — | ||
| Q4 25 | $93.0M | $100.8M | ||
| Q3 25 | $82.1M | $-3.2M | ||
| Q2 25 | $78.4M | $-9.5M | ||
| Q1 25 | $75.5M | $-425.5M | ||
| Q4 24 | $71.0M | $1.5M | ||
| Q3 24 | $69.5M | $-20.8M | ||
| Q2 24 | $73.0M | $-1.4M |
毛利率BWXTMATV
| Q1 26 | — | — | ||
| Q4 25 | — | 18.8% | ||
| Q3 25 | 21.8% | 19.3% | ||
| Q2 25 | 25.1% | 19.7% | ||
| Q1 25 | 24.2% | 15.0% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | 24.4% | 18.8% | ||
| Q2 24 | 24.7% | 20.8% |
营业利润率BWXTMATV
| Q1 26 | 12.4% | — | ||
| Q4 25 | 10.4% | 2.2% | ||
| Q3 25 | 13.1% | 3.1% | ||
| Q2 25 | 13.4% | 3.8% | ||
| Q1 25 | 14.2% | -88.8% | ||
| Q4 24 | 12.4% | 0.6% | ||
| Q3 24 | 14.4% | 1.4% | ||
| Q2 24 | 14.5% | 2.0% |
净利率BWXTMATV
| Q1 26 | 10.6% | — | ||
| Q4 25 | 10.5% | 21.8% | ||
| Q3 25 | 9.5% | -0.6% | ||
| Q2 25 | 10.3% | -1.8% | ||
| Q1 25 | 11.1% | -87.8% | ||
| Q4 24 | 9.5% | 0.3% | ||
| Q3 24 | 10.3% | -4.2% | ||
| Q2 24 | 10.7% | -0.3% |
每股收益（稀释后）BWXTMATV
| Q1 26 | $0.99 | — | ||
| Q4 25 | $1.02 | $1.87 | ||
| Q3 25 | $0.89 | $-0.06 | ||
| Q2 25 | $0.85 | $-0.18 | ||
| Q1 25 | $0.82 | $-7.82 | ||
| Q4 24 | $0.77 | $0.03 | ||
| Q3 24 | $0.76 | $-0.38 | ||
| Q2 24 | $0.79 | $-0.03 |
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 | $512.4M | $84.2M |
| 总债务越低越好 | $2.0B | $1.0B |
| 股东权益账面价值 | $1.3B | $498.7M |
| 总资产 | $4.3B | $2.1B |
| 负债/权益比越低杠杆越低 | 1.58× | 2.07× |
8季度趋势，按日历期对齐
现金及短期投资BWXTMATV
| Q1 26 | $512.4M | — | ||
| Q4 25 | $499.8M | $84.2M | ||
| Q3 25 | $79.6M | $97.1M | ||
| Q2 25 | $37.0M | $95.6M | ||
| Q1 25 | $55.4M | $84.0M | ||
| Q4 24 | $74.1M | $94.3M | ||
| Q3 24 | $35.5M | $162.2M | ||
| Q2 24 | $48.3M | $133.4M |
总债务BWXTMATV
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
股东权益BWXTMATV
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $498.7M | ||
| Q3 25 | $1.2B | $397.4M | ||
| Q2 25 | $1.2B | $416.6M | ||
| Q1 25 | $1.1B | $428.2M | ||
| Q4 24 | $1.1B | $858.5M | ||
| Q3 24 | $1.1B | $882.3M | ||
| Q2 24 | $998.5M | $898.0M |
总资产BWXTMATV
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $2.1B | ||
| Q3 25 | $3.8B | $2.0B | ||
| Q2 25 | $3.7B | $2.1B | ||
| Q1 25 | $3.1B | $2.1B | ||
| Q4 24 | $2.9B | $2.4B | ||
| Q3 24 | $2.9B | $2.6B | ||
| Q2 24 | $2.8B | $2.6B |
负债/权益比BWXTMATV
| Q1 26 | 1.58× | — | ||
| Q4 25 | — | 2.07× | ||
| Q3 25 | — | 2.63× | ||
| Q2 25 | — | 2.66× | ||
| Q1 25 | — | 2.67× | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.32× | ||
| Q2 24 | — | 1.29× |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $50.1M | $8.0M |
| 自由现金流率自由现金流/营收 | 5.8% | 1.7% |
| 资本支出强度资本支出/营收 | 4.9% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.02× | 0.19× |
| 过去12个月自由现金流最近4个季度 | $328.1M | $93.8M |
8季度趋势，按日历期对齐
经营现金流BWXTMATV
| Q1 26 | $92.6M | — | ||
| Q4 25 | $127.0M | $19.3M | ||
| Q3 25 | $143.2M | $72.8M | ||
| Q2 25 | $159.0M | $57.6M | ||
| Q1 25 | $50.6M | $-15.9M | ||
| Q4 24 | $276.9M | $24.1M | ||
| Q3 24 | $32.6M | $37.6M | ||
| Q2 24 | $65.9M | $46.1M |
自由现金流BWXTMATV
| Q1 26 | $50.1M | — | ||
| Q4 25 | $56.8M | $8.0M | ||
| Q3 25 | $94.9M | $66.7M | ||
| Q2 25 | $126.3M | $48.9M | ||
| Q1 25 | $17.3M | $-29.8M | ||
| Q4 24 | $224.4M | $2.0M | ||
| Q3 24 | $-7.7M | $25.5M | ||
| Q2 24 | $35.5M | $37.4M |
自由现金流率BWXTMATV
| Q1 26 | 5.8% | — | ||
| Q4 25 | 6.4% | 1.7% | ||
| Q3 25 | 11.0% | 13.0% | ||
| Q2 25 | 16.5% | 9.3% | ||
| Q1 25 | 2.5% | -6.1% | ||
| Q4 24 | 30.1% | 0.4% | ||
| Q3 24 | -1.1% | 5.1% | ||
| Q2 24 | 5.2% | 7.1% |
资本支出强度BWXTMATV
| Q1 26 | 4.9% | — | ||
| Q4 25 | 7.9% | 2.4% | ||
| Q3 25 | 5.6% | 1.2% | ||
| Q2 25 | 4.3% | 1.7% | ||
| Q1 25 | 4.9% | 2.9% | ||
| Q4 24 | 7.0% | 4.8% | ||
| Q3 24 | 6.0% | 2.4% | ||
| Q2 24 | 4.5% | 1.7% |
现金转化率BWXTMATV
| Q1 26 | 1.02× | — | ||
| Q4 25 | 1.37× | 0.19× | ||
| Q3 25 | 1.74× | — | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 3.90× | 16.07× | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 0.90× | — |
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
MATV
| Other | $208.7M | 45% |
| SAS Segment | $157.4M | 34% |
| FAM Segment | $97.0M | 21% |
