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BWX Technologies, Inc.（BWXT）与SCANSOURCE, INC.（SCSC）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SCANSOURCE, INC.的1.1倍（$860.2M vs $766.5M），BWX Technologies, Inc.净利率更高（10.6% vs 2.2%，领先8.5%），BWX Technologies, Inc.同比增速更快（26.1% vs 2.5%），BWX Technologies, Inc.自由现金流更多（$50.1M vs $28.9M），过去两年BWX Technologies, Inc.的营收复合增速更高（12.4% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
BWXT vs SCSC — 直观对比
营收规模更大
BWXT
是对方的1.1倍
$766.5M
营收增速更快
BWXT
高出23.5%
2.5%
净利率更高
BWXT
高出8.5%
2.2%
自由现金流更多
BWXT
多$21.2M
$28.9M
两年增速更快
BWXT
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $860.2M | $766.5M |
| 净利润 | $91.2M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 12.4% | 2.3% |
| 净利率 | 10.6% | 2.2% |
| 营收同比 | 26.1% | 2.5% |
| 净利润同比 | 20.7% | -3.3% |
| 每股收益（稀释后） | $0.99 | $0.75 |
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BWXTSCSC
| Q1 26 | $860.2M | — | ||
| Q4 25 | $885.8M | $766.5M | ||
| Q3 25 | $866.3M | $739.6M | ||
| Q2 25 | $764.0M | $812.9M | ||
| Q1 25 | $682.3M | $704.8M | ||
| Q4 24 | $746.3M | $747.5M | ||
| Q3 24 | $672.0M | $775.6M | ||
| Q2 24 | $681.5M | $746.1M |
净利润BWXTSCSC
| Q1 26 | $91.2M | — | ||
| Q4 25 | $93.0M | $16.5M | ||
| Q3 25 | $82.1M | $19.9M | ||
| Q2 25 | $78.4M | $20.1M | ||
| Q1 25 | $75.5M | $17.4M | ||
| Q4 24 | $71.0M | $17.1M | ||
| Q3 24 | $69.5M | $17.0M | ||
| Q2 24 | $73.0M | $16.1M |
毛利率BWXTSCSC
| Q1 26 | — | — | ||
| Q4 25 | — | 13.4% | ||
| Q3 25 | 21.8% | 14.5% | ||
| Q2 25 | 25.1% | 12.9% | ||
| Q1 25 | 24.2% | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | 24.4% | 13.1% | ||
| Q2 24 | 24.7% | 13.0% |
营业利润率BWXTSCSC
| Q1 26 | 12.4% | — | ||
| Q4 25 | 10.4% | 2.3% | ||
| Q3 25 | 13.1% | 3.5% | ||
| Q2 25 | 13.4% | 3.3% | ||
| Q1 25 | 14.2% | 3.2% | ||
| Q4 24 | 12.4% | 2.5% | ||
| Q3 24 | 14.4% | 2.3% | ||
| Q2 24 | 14.5% | 2.9% |
净利率BWXTSCSC
| Q1 26 | 10.6% | — | ||
| Q4 25 | 10.5% | 2.2% | ||
| Q3 25 | 9.5% | 2.7% | ||
| Q2 25 | 10.3% | 2.5% | ||
| Q1 25 | 11.1% | 2.5% | ||
| Q4 24 | 9.5% | 2.3% | ||
| Q3 24 | 10.3% | 2.2% | ||
| Q2 24 | 10.7% | 2.2% |
每股收益（稀释后）BWXTSCSC
| Q1 26 | $0.99 | — | ||
| Q4 25 | $1.02 | $0.75 | ||
| Q3 25 | $0.89 | $0.89 | ||
| Q2 25 | $0.85 | $0.87 | ||
| Q1 25 | $0.82 | $0.74 | ||
| Q4 24 | $0.77 | $0.70 | ||
| Q3 24 | $0.76 | $0.69 | ||
| Q2 24 | $0.79 | $0.66 |
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 | $83.5M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $1.3B | $910.9M |
| 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BWXTSCSC
| Q1 26 | $512.4M | — | ||
| Q4 25 | $499.8M | $83.5M | ||
| Q3 25 | $79.6M | $124.9M | ||
| Q2 25 | $37.0M | $126.2M | ||
| Q1 25 | $55.4M | $146.3M | ||
| Q4 24 | $74.1M | $110.5M | ||
| Q3 24 | $35.5M | $145.0M | ||
| Q2 24 | $48.3M | $185.5M |
总债务BWXTSCSC
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BWXTSCSC
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $910.9M | ||
| Q3 25 | $1.2B | $914.0M | ||
| Q2 25 | $1.2B | $906.4M | ||
| Q1 25 | $1.1B | $901.7M | ||
| Q4 24 | $1.1B | $900.7M | ||
| Q3 24 | $1.1B | $920.9M | ||
| Q2 24 | $998.5M | $924.3M |
总资产BWXTSCSC
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.7B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $3.7B | $1.8B | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $2.9B | $1.8B | ||
| Q2 24 | $2.8B | $1.8B |
负债/权益比BWXTSCSC
| 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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $50.1M | $28.9M |
| 自由现金流率自由现金流/营收 | 5.8% | 3.8% |
| 资本支出强度资本支出/营收 | 4.9% | 0.3% |
| 现金转化率经营现金流/净利润 | 1.02× | 1.87× |
| 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BWXTSCSC
| Q1 26 | $92.6M | — | ||
| Q4 25 | $127.0M | $30.8M | ||
| Q3 25 | $143.2M | $23.2M | ||
| Q2 25 | $159.0M | — | ||
| Q1 25 | $50.6M | $66.1M | ||
| Q4 24 | $276.9M | $-6.2M | ||
| Q3 24 | $32.6M | $44.8M | ||
| Q2 24 | $65.9M | — |
自由现金流BWXTSCSC
| Q1 26 | $50.1M | — | ||
| Q4 25 | $56.8M | $28.9M | ||
| Q3 25 | $94.9M | $20.8M | ||
| Q2 25 | $126.3M | — | ||
| Q1 25 | $17.3M | $64.6M | ||
| Q4 24 | $224.4M | $-8.2M | ||
| Q3 24 | $-7.7M | $42.5M | ||
| Q2 24 | $35.5M | — |
自由现金流率BWXTSCSC
| Q1 26 | 5.8% | — | ||
| Q4 25 | 6.4% | 3.8% | ||
| Q3 25 | 11.0% | 2.8% | ||
| Q2 25 | 16.5% | — | ||
| Q1 25 | 2.5% | 9.2% | ||
| Q4 24 | 30.1% | -1.1% | ||
| Q3 24 | -1.1% | 5.5% | ||
| Q2 24 | 5.2% | — |
资本支出强度BWXTSCSC
| Q1 26 | 4.9% | — | ||
| Q4 25 | 7.9% | 0.3% | ||
| Q3 25 | 5.6% | 0.3% | ||
| Q2 25 | 4.3% | 0.3% | ||
| Q1 25 | 4.9% | 0.2% | ||
| Q4 24 | 7.0% | 0.3% | ||
| Q3 24 | 6.0% | 0.3% | ||
| Q2 24 | 4.5% | 0.2% |
现金转化率BWXTSCSC
| Q1 26 | 1.02× | — | ||
| Q4 25 | 1.37× | 1.87× | ||
| Q3 25 | 1.74× | 1.17× | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 0.67× | 3.79× | ||
| Q4 24 | 3.90× | -0.36× | ||
| Q3 24 | 0.47× | 2.64× | ||
| 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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
