vs
BWX Technologies, Inc.（BWXT）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.9倍（$860.2M vs $461.6M），BWX Technologies, Inc.同比增速更快（26.1% vs -4.1%），过去两年BWX Technologies, Inc.的营收复合增速更高（12.4% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
BWXT vs SAM — 直观对比
营收规模更大
BWXT
是对方的1.9倍
$461.6M
营收增速更快
BWXT
高出30.2%
-4.1%
两年增速更快
BWXT
近两年复合增速
-10.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $860.2M | $461.6M |
| 净利润 | $91.2M | — |
| 毛利率 | — | 46.4% |
| 营业利润率 | 12.4% | 12.4% |
| 净利率 | 10.6% | — |
| 营收同比 | 26.1% | -4.1% |
| 净利润同比 | 20.7% | — |
| 每股收益（稀释后） | $0.99 | $2.16 |
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BWXTSAM
| Q1 26 | $860.2M | $461.6M | ||
| Q4 25 | $885.8M | $385.7M | ||
| Q3 25 | $866.3M | $537.5M | ||
| Q2 25 | $764.0M | $587.9M | ||
| Q1 25 | $682.3M | $453.9M | ||
| Q4 24 | $746.3M | $402.3M | ||
| Q3 24 | $672.0M | $605.5M | ||
| Q2 24 | $681.5M | $579.1M |
净利润BWXTSAM
| Q1 26 | $91.2M | — | ||
| Q4 25 | $93.0M | $-22.5M | ||
| Q3 25 | $82.1M | $46.2M | ||
| Q2 25 | $78.4M | $60.4M | ||
| Q1 25 | $75.5M | $24.4M | ||
| Q4 24 | $71.0M | $-38.8M | ||
| Q3 24 | $69.5M | $33.5M | ||
| Q2 24 | $73.0M | $52.3M |
毛利率BWXTSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | 21.8% | 50.8% | ||
| Q2 25 | 25.1% | 49.8% | ||
| Q1 25 | 24.2% | 48.3% | ||
| Q4 24 | — | 39.9% | ||
| Q3 24 | 24.4% | 46.3% | ||
| Q2 24 | 24.7% | 46.0% |
营业利润率BWXTSAM
| Q1 26 | 12.4% | 12.4% | ||
| Q4 25 | 10.4% | -8.6% | ||
| Q3 25 | 13.1% | 11.5% | ||
| Q2 25 | 13.4% | 14.0% | ||
| Q1 25 | 14.2% | 7.4% | ||
| Q4 24 | 12.4% | -13.9% | ||
| Q3 24 | 14.4% | 7.6% | ||
| Q2 24 | 14.5% | 12.2% |
净利率BWXTSAM
| Q1 26 | 10.6% | — | ||
| Q4 25 | 10.5% | -5.8% | ||
| Q3 25 | 9.5% | 8.6% | ||
| Q2 25 | 10.3% | 10.3% | ||
| Q1 25 | 11.1% | 5.4% | ||
| Q4 24 | 9.5% | -9.6% | ||
| Q3 24 | 10.3% | 5.5% | ||
| Q2 24 | 10.7% | 9.0% |
每股收益（稀释后）BWXTSAM
| Q1 26 | $0.99 | $2.16 | ||
| Q4 25 | $1.02 | $-1.97 | ||
| Q3 25 | $0.89 | $4.25 | ||
| Q2 25 | $0.85 | $5.45 | ||
| Q1 25 | $0.82 | $2.16 | ||
| Q4 24 | $0.77 | $-3.23 | ||
| Q3 24 | $0.76 | $2.86 | ||
| Q2 24 | $0.79 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.3B | $682.6M |
| 总资产 | $4.3B | $1.2B |
| 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BWXTSAM
| Q1 26 | $512.4M | $164.1M | ||
| Q4 25 | $499.8M | $223.4M | ||
| Q3 25 | $79.6M | $250.5M | ||
| Q2 25 | $37.0M | $212.4M | ||
| Q1 25 | $55.4M | $152.5M | ||
| Q4 24 | $74.1M | $211.8M | ||
| Q3 24 | $35.5M | $255.6M | ||
| Q2 24 | $48.3M | $219.3M |
总债务BWXTSAM
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BWXTSAM
| Q1 26 | $1.3B | $682.6M | ||
| Q4 25 | $1.2B | $846.3M | ||
| Q3 25 | $1.2B | $911.0M | ||
| Q2 25 | $1.2B | $912.3M | ||
| Q1 25 | $1.1B | $897.0M | ||
| Q4 24 | $1.1B | $916.2M | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $998.5M | $1.0B |
总资产BWXTSAM
| Q1 26 | $4.3B | $1.2B | ||
| Q4 25 | $4.3B | $1.2B | ||
| Q3 25 | $3.8B | $1.2B | ||
| Q2 25 | $3.7B | $1.3B | ||
| Q1 25 | $3.1B | $1.2B | ||
| Q4 24 | $2.9B | $1.3B | ||
| Q3 24 | $2.9B | $1.4B | ||
| Q2 24 | $2.8B | $1.4B |
负债/权益比BWXTSAM
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $50.1M | — |
| 自由现金流率自由现金流/营收 | 5.8% | — |
| 资本支出强度资本支出/营收 | 4.9% | — |
| 现金转化率经营现金流/净利润 | 1.02× | — |
| 过去12个月自由现金流最近4个季度 | $328.1M | — |
8季度趋势，按日历期对齐
经营现金流BWXTSAM
| Q1 26 | $92.6M | — | ||
| Q4 25 | $127.0M | $39.9M | ||
| Q3 25 | $143.2M | $101.8M | ||
| Q2 25 | $159.0M | $126.5M | ||
| Q1 25 | $50.6M | $1.9M | ||
| Q4 24 | $276.9M | $41.9M | ||
| Q3 24 | $32.6M | $115.9M | ||
| Q2 24 | $65.9M | $96.0M |
自由现金流BWXTSAM
| Q1 26 | $50.1M | — | ||
| Q4 25 | $56.8M | $22.1M | ||
| Q3 25 | $94.9M | $89.2M | ||
| Q2 25 | $126.3M | $112.2M | ||
| Q1 25 | $17.3M | $-8.0M | ||
| Q4 24 | $224.4M | $18.4M | ||
| Q3 24 | $-7.7M | $99.2M | ||
| Q2 24 | $35.5M | $75.6M |
自由现金流率BWXTSAM
| Q1 26 | 5.8% | — | ||
| Q4 25 | 6.4% | 5.7% | ||
| Q3 25 | 11.0% | 16.6% | ||
| Q2 25 | 16.5% | 19.1% | ||
| Q1 25 | 2.5% | -1.8% | ||
| Q4 24 | 30.1% | 4.6% | ||
| Q3 24 | -1.1% | 16.4% | ||
| Q2 24 | 5.2% | 13.1% |
资本支出强度BWXTSAM
| Q1 26 | 4.9% | — | ||
| Q4 25 | 7.9% | 4.6% | ||
| Q3 25 | 5.6% | 2.3% | ||
| Q2 25 | 4.3% | 2.4% | ||
| Q1 25 | 4.9% | 2.2% | ||
| Q4 24 | 7.0% | 5.8% | ||
| Q3 24 | 6.0% | 2.8% | ||
| Q2 24 | 4.5% | 3.5% |
现金转化率BWXTSAM
| Q1 26 | 1.02× | — | ||
| Q4 25 | 1.37× | — | ||
| Q3 25 | 1.74× | 2.21× | ||
| Q2 25 | 2.03× | 2.09× | ||
| Q1 25 | 0.67× | 0.08× | ||
| Q4 24 | 3.90× | — | ||
| Q3 24 | 0.47× | 3.46× | ||
| Q2 24 | 0.90× | 1.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
