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BWX Technologies, Inc.（BWXT）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是BWX Technologies, Inc.的1.6倍（$1.4B vs $885.8M），帕兰提尔科技净利率更高（43.3% vs 10.5%，领先32.8%），帕兰提尔科技同比增速更快（70.0% vs 18.7%），帕兰提尔科技自由现金流更多（$764.0M vs $56.8M），过去两年帕兰提尔科技的营收复合增速更高（48.9% 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。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
BWXT vs PLTR — 直观对比
营收规模更大
PLTR
是对方的1.6倍
$885.8M
营收增速更快
PLTR
高出51.3%
18.7%
净利率更高
PLTR
高出32.8%
10.5%
自由现金流更多
PLTR
多$707.2M
$56.8M
两年增速更快
PLTR
近两年复合增速
21.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $885.8M | $1.4B |
| 净利润 | $93.0M | $608.7M |
| 毛利率 | — | 84.6% |
| 营业利润率 | 10.4% | 40.9% |
| 净利率 | 10.5% | 43.3% |
| 营收同比 | 18.7% | 70.0% |
| 净利润同比 | 30.9% | 670.4% |
| 每股收益（稀释后） | $1.02 | $0.24 |
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BWXTPLTR
| Q4 25 | $885.8M | $1.4B | ||
| Q3 25 | $866.3M | $1.2B | ||
| Q2 25 | $764.0M | $1.0B | ||
| Q1 25 | $682.3M | $883.9M | ||
| Q4 24 | $746.3M | $827.5M | ||
| Q3 24 | $672.0M | $725.5M | ||
| Q2 24 | $681.5M | $678.1M | ||
| Q1 24 | $604.0M | $634.3M |
净利润BWXTPLTR
| Q4 25 | $93.0M | $608.7M | ||
| Q3 25 | $82.1M | $475.6M | ||
| Q2 25 | $78.4M | $326.7M | ||
| Q1 25 | $75.5M | $214.0M | ||
| Q4 24 | $71.0M | $79.0M | ||
| Q3 24 | $69.5M | $143.5M | ||
| Q2 24 | $73.0M | $134.1M | ||
| Q1 24 | $68.5M | $105.5M |
毛利率BWXTPLTR
| Q4 25 | — | 84.6% | ||
| Q3 25 | 21.8% | 82.4% | ||
| Q2 25 | 25.1% | 80.8% | ||
| Q1 25 | 24.2% | 80.4% | ||
| Q4 24 | — | 78.9% | ||
| Q3 24 | 24.4% | 79.8% | ||
| Q2 24 | 24.7% | 81.0% | ||
| Q1 24 | 24.6% | 81.7% |
营业利润率BWXTPLTR
| Q4 25 | 10.4% | 40.9% | ||
| Q3 25 | 13.1% | 33.3% | ||
| Q2 25 | 13.4% | 26.8% | ||
| Q1 25 | 14.2% | 19.9% | ||
| Q4 24 | 12.4% | 1.3% | ||
| Q3 24 | 14.4% | 15.6% | ||
| Q2 24 | 14.5% | 15.5% | ||
| Q1 24 | 15.4% | 12.8% |
净利率BWXTPLTR
| Q4 25 | 10.5% | 43.3% | ||
| Q3 25 | 9.5% | 40.3% | ||
| Q2 25 | 10.3% | 32.6% | ||
| Q1 25 | 11.1% | 24.2% | ||
| Q4 24 | 9.5% | 9.5% | ||
| Q3 24 | 10.3% | 19.8% | ||
| Q2 24 | 10.7% | 19.8% | ||
| Q1 24 | 11.3% | 16.6% |
每股收益（稀释后）BWXTPLTR
| Q4 25 | $1.02 | $0.24 | ||
| Q3 25 | $0.89 | $0.18 | ||
| Q2 25 | $0.85 | $0.13 | ||
| Q1 25 | $0.82 | $0.08 | ||
| Q4 24 | $0.77 | $0.03 | ||
| Q3 24 | $0.76 | $0.06 | ||
| Q2 24 | $0.79 | $0.06 | ||
| Q1 24 | $0.75 | $0.04 |
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 | $7.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.2B | $7.4B |
| 总资产 | $4.3B | $8.9B |
| 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BWXTPLTR
| Q4 25 | $499.8M | $7.2B | ||
| Q3 25 | $79.6M | $6.4B | ||
| Q2 25 | $37.0M | $6.0B | ||
| Q1 25 | $55.4M | $5.4B | ||
| Q4 24 | $74.1M | $5.2B | ||
| Q3 24 | $35.5M | $4.6B | ||
| Q2 24 | $48.3M | $4.0B | ||
| Q1 24 | $45.9M | $3.9B |
股东权益BWXTPLTR
| Q4 25 | $1.2B | $7.4B | ||
| Q3 25 | $1.2B | $6.6B | ||
| Q2 25 | $1.2B | $5.9B | ||
| Q1 25 | $1.1B | $5.4B | ||
| Q4 24 | $1.1B | $5.0B | ||
| Q3 24 | $1.1B | $4.5B | ||
| Q2 24 | $998.5M | $4.1B | ||
| Q1 24 | $946.2M | $3.8B |
总资产BWXTPLTR
| Q4 25 | $4.3B | $8.9B | ||
| Q3 25 | $3.8B | $8.1B | ||
| Q2 25 | $3.7B | $7.4B | ||
| Q1 25 | $3.1B | $6.7B | ||
| Q4 24 | $2.9B | $6.3B | ||
| Q3 24 | $2.9B | $5.8B | ||
| Q2 24 | $2.8B | $5.2B | ||
| Q1 24 | $2.8B | $4.8B |
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 | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $56.8M | $764.0M |
| 自由现金流率自由现金流/营收 | 6.4% | 54.3% |
| 资本支出强度资本支出/营收 | 7.9% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.37× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $295.3M | $2.1B |
8季度趋势，按日历期对齐
经营现金流BWXTPLTR
| Q4 25 | $127.0M | $777.3M | ||
| Q3 25 | $143.2M | $507.7M | ||
| Q2 25 | $159.0M | $539.3M | ||
| Q1 25 | $50.6M | $310.3M | ||
| Q4 24 | $276.9M | $460.3M | ||
| Q3 24 | $32.6M | $419.8M | ||
| Q2 24 | $65.9M | $144.2M | ||
| Q1 24 | $33.0M | $129.6M |
自由现金流BWXTPLTR
| Q4 25 | $56.8M | $764.0M | ||
| Q3 25 | $94.9M | $500.9M | ||
| Q2 25 | $126.3M | $531.6M | ||
| Q1 25 | $17.3M | $304.1M | ||
| Q4 24 | $224.4M | $457.2M | ||
| Q3 24 | $-7.7M | $415.8M | ||
| Q2 24 | $35.5M | $141.3M | ||
| Q1 24 | $2.6M | $126.9M |
自由现金流率BWXTPLTR
| Q4 25 | 6.4% | 54.3% | ||
| Q3 25 | 11.0% | 42.4% | ||
| Q2 25 | 16.5% | 53.0% | ||
| Q1 25 | 2.5% | 34.4% | ||
| Q4 24 | 30.1% | 55.3% | ||
| Q3 24 | -1.1% | 57.3% | ||
| Q2 24 | 5.2% | 20.8% | ||
| Q1 24 | 0.4% | 20.0% |
资本支出强度BWXTPLTR
| Q4 25 | 7.9% | 0.9% | ||
| Q3 25 | 5.6% | 0.6% | ||
| Q2 25 | 4.3% | 0.8% | ||
| Q1 25 | 4.9% | 0.7% | ||
| Q4 24 | 7.0% | 0.4% | ||
| Q3 24 | 6.0% | 0.5% | ||
| Q2 24 | 4.5% | 0.4% | ||
| Q1 24 | 5.0% | 0.4% |
现金转化率BWXTPLTR
| Q4 25 | 1.37× | 1.28× | ||
| Q3 25 | 1.74× | 1.07× | ||
| Q2 25 | 2.03× | 1.65× | ||
| Q1 25 | 0.67× | 1.45× | ||
| Q4 24 | 3.90× | 5.83× | ||
| Q3 24 | 0.47× | 2.92× | ||
| Q2 24 | 0.90× | 1.08× | ||
| Q1 24 | 0.48× | 1.23× |
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% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
