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BWX Technologies, Inc.（BWXT）与Ubiquiti Inc.（UI）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Ubiquiti Inc.的1.1倍（$860.2M vs $814.9M），Ubiquiti Inc.净利率更高（28.7% vs 10.6%，领先18.1%），Ubiquiti Inc.同比增速更快（35.8% vs 26.1%），Ubiquiti Inc.自由现金流更多（$260.3M vs $50.1M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 12.4%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
BWXT vs UI — 直观对比
营收规模更大
BWXT
是对方的1.1倍
$814.9M
营收增速更快
UI
高出9.8%
26.1%
净利率更高
UI
高出18.1%
10.6%
自由现金流更多
UI
多$210.2M
$50.1M
两年增速更快
UI
近两年复合增速
12.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $860.2M | $814.9M |
| 净利润 | $91.2M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | 12.4% | 35.9% |
| 净利率 | 10.6% | 28.7% |
| 营收同比 | 26.1% | 35.8% |
| 净利润同比 | 20.7% | 70.8% |
| 每股收益（稀释后） | $0.99 | $3.86 |
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BWXTUI
| Q1 26 | $860.2M | — | ||
| Q4 25 | $885.8M | $814.9M | ||
| Q3 25 | $866.3M | $733.8M | ||
| Q2 25 | $764.0M | $759.2M | ||
| Q1 25 | $682.3M | $664.2M | ||
| Q4 24 | $746.3M | $599.9M | ||
| Q3 24 | $672.0M | $550.3M | ||
| Q2 24 | $681.5M | $507.5M |
净利润BWXTUI
| Q1 26 | $91.2M | — | ||
| Q4 25 | $93.0M | $233.6M | ||
| Q3 25 | $82.1M | $207.9M | ||
| Q2 25 | $78.4M | $266.7M | ||
| Q1 25 | $75.5M | $180.4M | ||
| Q4 24 | $71.0M | $136.8M | ||
| Q3 24 | $69.5M | $128.0M | ||
| Q2 24 | $73.0M | $103.8M |
毛利率BWXTUI
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | 21.8% | 46.0% | ||
| Q2 25 | 25.1% | 45.1% | ||
| Q1 25 | 24.2% | 44.5% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | 24.4% | 42.1% | ||
| Q2 24 | 24.7% | 40.2% |
营业利润率BWXTUI
| Q1 26 | 12.4% | — | ||
| Q4 25 | 10.4% | 35.9% | ||
| Q3 25 | 13.1% | 35.7% | ||
| Q2 25 | 13.4% | 34.4% | ||
| Q1 25 | 14.2% | 34.2% | ||
| Q4 24 | 12.4% | 29.8% | ||
| Q3 24 | 14.4% | 30.7% | ||
| Q2 24 | 14.5% | 27.3% |
净利率BWXTUI
| Q1 26 | 10.6% | — | ||
| Q4 25 | 10.5% | 28.7% | ||
| Q3 25 | 9.5% | 28.3% | ||
| Q2 25 | 10.3% | 35.1% | ||
| Q1 25 | 11.1% | 27.2% | ||
| Q4 24 | 9.5% | 22.8% | ||
| Q3 24 | 10.3% | 23.3% | ||
| Q2 24 | 10.7% | 20.5% |
每股收益（稀释后）BWXTUI
| Q1 26 | $0.99 | — | ||
| Q4 25 | $1.02 | $3.86 | ||
| Q3 25 | $0.89 | $3.43 | ||
| Q2 25 | $0.85 | $4.40 | ||
| Q1 25 | $0.82 | $2.98 | ||
| Q4 24 | $0.77 | $2.26 | ||
| Q3 24 | $0.76 | $2.12 | ||
| Q2 24 | $0.79 | $1.72 |
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 | $302.8M |
| 总债务越低越好 | $2.0B | $47.5M |
| 股东权益账面价值 | $1.3B | $1.0B |
| 总资产 | $4.3B | $1.6B |
| 负债/权益比越低杠杆越低 | 1.58× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资BWXTUI
| Q1 26 | $512.4M | — | ||
| Q4 25 | $499.8M | $302.8M | ||
| Q3 25 | $79.6M | $177.2M | ||
| Q2 25 | $37.0M | $149.7M | ||
| Q1 25 | $55.4M | $151.0M | ||
| Q4 24 | $74.1M | $133.1M | ||
| Q3 24 | $35.5M | $165.2M | ||
| Q2 24 | $48.3M | $126.3M |
总债务BWXTUI
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | — | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益BWXTUI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $1.2B | $828.4M | ||
| Q2 25 | $1.2B | $668.3M | ||
| Q1 25 | $1.1B | $436.1M | ||
| Q4 24 | $1.1B | $290.4M | ||
| Q3 24 | $1.1B | $188.1M | ||
| Q2 24 | $998.5M | $95.1M |
总资产BWXTUI
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | $1.6B | ||
| Q3 25 | $3.8B | $1.5B | ||
| Q2 25 | $3.7B | $1.5B | ||
| Q1 25 | $3.1B | $1.3B | ||
| Q4 24 | $2.9B | $1.2B | ||
| Q3 24 | $2.9B | $1.2B | ||
| Q2 24 | $2.8B | $1.2B |
负债/权益比BWXTUI
| Q1 26 | 1.58× | — | ||
| Q4 25 | — | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $50.1M | $260.3M |
| 自由现金流率自由现金流/营收 | 5.8% | 31.9% |
| 资本支出强度资本支出/营收 | 4.9% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.02× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $328.1M | $699.5M |
8季度趋势，按日历期对齐
经营现金流BWXTUI
| Q1 26 | $92.6M | — | ||
| Q4 25 | $127.0M | $263.9M | ||
| Q3 25 | $143.2M | $198.5M | ||
| Q2 25 | $159.0M | $130.4M | ||
| Q1 25 | $50.6M | $123.6M | ||
| Q4 24 | $276.9M | $152.4M | ||
| Q3 24 | $32.6M | $233.7M | ||
| Q2 24 | $65.9M | $231.4M |
自由现金流BWXTUI
| Q1 26 | $50.1M | — | ||
| Q4 25 | $56.8M | $260.3M | ||
| Q3 25 | $94.9M | $193.3M | ||
| Q2 25 | $126.3M | $125.2M | ||
| Q1 25 | $17.3M | $120.7M | ||
| Q4 24 | $224.4M | $150.4M | ||
| Q3 24 | $-7.7M | $231.1M | ||
| Q2 24 | $35.5M | $229.5M |
自由现金流率BWXTUI
| Q1 26 | 5.8% | — | ||
| Q4 25 | 6.4% | 31.9% | ||
| Q3 25 | 11.0% | 26.3% | ||
| Q2 25 | 16.5% | 16.5% | ||
| Q1 25 | 2.5% | 18.2% | ||
| Q4 24 | 30.1% | 25.1% | ||
| Q3 24 | -1.1% | 42.0% | ||
| Q2 24 | 5.2% | 45.2% |
资本支出强度BWXTUI
| Q1 26 | 4.9% | — | ||
| Q4 25 | 7.9% | 0.4% | ||
| Q3 25 | 5.6% | 0.7% | ||
| Q2 25 | 4.3% | 0.7% | ||
| Q1 25 | 4.9% | 0.4% | ||
| Q4 24 | 7.0% | 0.3% | ||
| Q3 24 | 6.0% | 0.5% | ||
| Q2 24 | 4.5% | 0.4% |
现金转化率BWXTUI
| Q1 26 | 1.02× | — | ||
| Q4 25 | 1.37× | 1.13× | ||
| Q3 25 | 1.74× | 0.95× | ||
| Q2 25 | 2.03× | 0.49× | ||
| Q1 25 | 0.67× | 0.68× | ||
| Q4 24 | 3.90× | 1.11× | ||
| Q3 24 | 0.47× | 1.83× | ||
| Q2 24 | 0.90× | 2.23× |
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
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
