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Chord Energy Corp（CHRD）与WINNEBAGO INDUSTRIES INC（WGO）财务数据对比。点击上方公司名可切换其他公司
Chord Energy Corp的季度营收约是WINNEBAGO INDUSTRIES INC的1.7倍（$1.2B vs $702.7M），Chord Energy Corp净利率更高（7.2% vs 0.8%，领先6.4%），WINNEBAGO INDUSTRIES INC同比增速更快（12.3% vs -19.6%），过去两年Chord Energy Corp的营收复合增速更高（3.8% vs -4.5%）
Chord Energy Corp（前身为绿洲石油）是一家从事油气勘探、水力压裂业务的能源企业，核心运营区域位于美国北达科他州与蒙大拿州的威利斯顿盆地，注册地为特拉华州，总部设在得克萨斯州休斯敦，在北达科他州威利斯顿设有办事处。
温尼贝戈工业是美国知名的房车制造商，主营 recreational vehicle（ recreational vehicle 即休闲旅居车）生产制造，2018年收购克里斯-克拉夫特公司后进军摩托艇制造领域，企业也曾产出中轻型多用途车等相关产品，公司名称源自其原总部所在地爱荷华州的温纳贝戈县。
CHRD vs WGO — 直观对比
营收规模更大
CHRD
是对方的1.7倍
$702.7M
营收增速更快
WGO
高出31.9%
-19.6%
净利率更高
CHRD
高出6.4%
0.8%
两年增速更快
CHRD
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $702.7M |
| 净利润 | $84.4M | $5.5M |
| 毛利率 | — | 12.7% |
| 营业利润率 | 7.9% | 2.0% |
| 净利率 | 7.2% | 0.8% |
| 营收同比 | -19.6% | 12.3% |
| 净利润同比 | -59.9% | 205.8% |
| 每股收益（稀释后） | $1.59 | $0.19 |
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CHRDWGO
| Q4 25 | $1.2B | $702.7M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $775.1M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.5B | $625.6M | ||
| Q3 24 | $1.5B | $720.9M | ||
| Q2 24 | $1.3B | $786.0M | ||
| Q1 24 | $1.1B | $703.6M |
净利润CHRDWGO
| Q4 25 | $84.4M | $5.5M | ||
| Q3 25 | $130.1M | — | ||
| Q2 25 | $-389.9M | $17.6M | ||
| Q1 25 | $219.8M | — | ||
| Q4 24 | $210.6M | $-5.2M | ||
| Q3 24 | $225.3M | $-29.1M | ||
| Q2 24 | $213.4M | $29.0M | ||
| Q1 24 | $199.4M | $-12.7M |
毛利率CHRDWGO
| Q4 25 | — | 12.7% | ||
| Q3 25 | 74.0% | — | ||
| Q2 25 | — | 13.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 12.3% | ||
| Q3 24 | 77.3% | 13.1% | ||
| Q2 24 | — | 15.0% | ||
| Q1 24 | — | 15.0% |
营业利润率CHRDWGO
| Q4 25 | 7.9% | 2.0% | ||
| Q3 25 | 13.0% | — | ||
| Q2 25 | -34.2% | 3.9% | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 18.2% | -0.1% | ||
| Q3 24 | 18.8% | -2.5% | ||
| Q2 24 | 22.9% | 5.5% | ||
| Q1 24 | 25.1% | 5.0% |
净利率CHRDWGO
| Q4 25 | 7.2% | 0.8% | ||
| Q3 25 | 9.9% | — | ||
| Q2 25 | -33.0% | 2.3% | ||
| Q1 25 | 18.1% | — | ||
| Q4 24 | 14.5% | -0.8% | ||
| Q3 24 | 15.5% | -4.0% | ||
| Q2 24 | 16.9% | 3.7% | ||
| Q1 24 | 18.4% | -1.8% |
每股收益（稀释后）CHRDWGO
| Q4 25 | $1.59 | $0.19 | ||
| Q3 25 | $2.26 | — | ||
| Q2 25 | $-6.77 | $0.62 | ||
| Q1 25 | $3.66 | — | ||
| Q4 24 | $3.53 | $-0.18 | ||
| Q3 24 | $3.59 | $-0.87 | ||
| Q2 24 | $4.25 | $0.96 | ||
| Q1 24 | $4.65 | $-0.43 |
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 | $189.5M | $181.7M |
| 总债务越低越好 | $1.5B | $541.0M |
| 股东权益账面价值 | $8.1B | $1.2B |
| 总资产 | $13.1B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.18× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资CHRDWGO
| Q4 25 | $189.5M | $181.7M | ||
| Q3 25 | $629.2M | — | ||
| Q2 25 | $40.5M | $10.5M | ||
| Q1 25 | $35.8M | — | ||
| Q4 24 | $37.0M | $262.5M | ||
| Q3 24 | $52.0M | $330.9M | ||
| Q2 24 | $197.4M | $318.1M | ||
| Q1 24 | $296.4M | $265.7M |
总债务CHRDWGO
| Q4 25 | $1.5B | $541.0M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $918.9M | $539.9M | ||
| Q1 25 | $798.8M | — | ||
| Q4 24 | $842.6M | $637.7M | ||
| Q3 24 | $867.2M | $637.1M | ||
| Q2 24 | $1.0B | $636.4M | ||
| Q1 24 | $396.3M | $694.8M |
股东权益CHRDWGO
| Q4 25 | $8.1B | $1.2B | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | $1.2B | ||
| Q1 25 | $8.6B | — | ||
| Q4 24 | $8.7B | $1.2B | ||
| Q3 24 | $8.8B | $1.3B | ||
| Q2 24 | $8.8B | $1.3B | ||
| Q1 24 | $5.1B | $1.3B |
总资产CHRDWGO
| Q4 25 | $13.1B | $2.1B | ||
| Q3 25 | $13.1B | — | ||
| Q2 25 | $12.5B | $2.1B | ||
| Q1 25 | $13.1B | — | ||
| Q4 24 | $13.0B | $2.3B | ||
| Q3 24 | $13.0B | $2.4B | ||
| Q2 24 | $13.1B | $2.4B | ||
| Q1 24 | $7.0B | $2.4B |
负债/权益比CHRDWGO
| Q4 25 | 0.18× | 0.44× | ||
| Q3 25 | 0.18× | — | ||
| Q2 25 | 0.11× | 0.44× | ||
| Q1 25 | 0.09× | — | ||
| Q4 24 | 0.10× | 0.51× | ||
| Q3 24 | 0.10× | 0.50× | ||
| Q2 24 | 0.12× | 0.48× | ||
| Q1 24 | 0.08× | 0.52× |
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 | $405.0M | $25.4M |
| 自由现金流经营现金流 - 资本支出 | — | $19.8M |
| 自由现金流率自由现金流/营收 | — | 2.8% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 4.80× | 4.62× |
| 过去12个月自由现金流最近4个季度 | — | $-32.4M |
8季度趋势，按日历期对齐
经营现金流CHRDWGO
| Q4 25 | $405.0M | $25.4M | ||
| Q3 25 | $559.0M | — | ||
| Q2 25 | $419.8M | $-35.8M | ||
| Q1 25 | $656.9M | — | ||
| Q4 24 | $566.5M | $-16.7M | ||
| Q3 24 | $663.2M | $40.7M | ||
| Q2 24 | $460.9M | $99.4M | ||
| Q1 24 | $406.7M | $25.2M |
自由现金流CHRDWGO
| Q4 25 | — | $19.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-55.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-26.7M | ||
| Q3 24 | — | $29.5M | ||
| Q2 24 | — | $88.4M | ||
| Q1 24 | — | $14.2M |
自由现金流率CHRDWGO
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -7.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -4.3% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | — | 11.2% | ||
| Q1 24 | — | 2.0% |
资本支出强度CHRDWGO
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 1.6% |
现金转化率CHRDWGO
| Q4 25 | 4.80× | 4.62× | ||
| Q3 25 | 4.30× | — | ||
| Q2 25 | — | -2.03× | ||
| Q1 25 | 2.99× | — | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 2.94× | — | ||
| Q2 24 | 2.16× | 3.43× | ||
| Q1 24 | 2.04× | — |
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
CHRD
| Oil Production | $801.0M | 68% |
| Purchased Oil Sales | $285.8M | 24% |
| Natural Gas And Natural Gas Liquid Services | $75.6M | 6% |
| Purchased Gas Sales | $7.0M | 1% |
WGO
| Travel Trailer | $139.2M | 20% |
| Class C And Other | $131.0M | 19% |
| Fifth Wheel | $116.0M | 17% |
| Class A | $97.4M | 14% |
| Marine Segment | $79.2M | 11% |
| Class B | $76.3M | 11% |
| Other | $56.4M | 8% |
