vs
康菲石油(COP)与L3Harris(LHX)财务数据对比。点击上方公司名可切换其他公司
L3Harris的季度营收约是康菲石油的1.9倍($21.9B vs $11.4B),L3Harris同比增速更快(2.5% vs -10.7%),过去两年L3Harris的营收复合增速更高(102.4% vs -3.8%)
康菲石油是总部位于美国得克萨斯州休斯敦能源走廊区的跨国能源企业,核心业务涵盖油气等碳氢化合物的勘探与开采,业务布局覆盖全球多个国家和地区,是全球领先的独立勘探开发类能源企业之一。
L3Harris Technologies是美国科技企业、国防承包商及信息技术服务提供商,产品涵盖指挥控制系统、无线设备、战术电台、航电与电子系统、夜视设备、C3ISR系统、海洋系统、导航产品、训练设备及服务、陆基与星载天线等,主要服务政府领域客户。
COP vs LHX — 直观对比
营收规模更大
LHX
是对方的1.9倍
$11.4B
营收增速更快
LHX
高出13.2%
-10.7%
两年增速更快
LHX
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $11.4B | $21.9B |
| 净利润 | $1.4B | — |
| 毛利率 | 54.4% | 25.7% |
| 营业利润率 | 19.7% | 9.7% |
| 净利率 | 12.7% | — |
| 营收同比 | -10.7% | 2.5% |
| 净利润同比 | -37.5% | — |
| 每股收益(稀释后) | $1.18 | — |
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
COP
LHX
| Q1 26 | — | $21.9B | ||
| Q4 25 | $11.4B | $5.7B | ||
| Q3 25 | $13.3B | — | ||
| Q2 25 | $12.6B | $5.4B | ||
| Q1 25 | $14.5B | $5.5B | ||
| Q4 24 | $12.7B | — | ||
| Q3 24 | $11.7B | $5.3B | ||
| Q2 24 | $12.7B | $5.3B |
净利润
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $462.0M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $2.0B | $458.0M | ||
| Q1 25 | $2.8B | $453.0M | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.1B | $400.0M | ||
| Q2 24 | $2.3B | $366.0M |
毛利率
COP
LHX
| Q1 26 | — | 25.7% | ||
| Q4 25 | 54.4% | 26.4% | ||
| Q3 25 | 56.1% | — | ||
| Q2 25 | 59.7% | 24.6% | ||
| Q1 25 | 57.3% | 25.3% | ||
| Q4 24 | 60.2% | — | ||
| Q3 24 | 59.4% | 26.8% | ||
| Q2 24 | 61.6% | 25.7% |
营业利润率
COP
LHX
| Q1 26 | — | 9.7% | ||
| Q4 25 | 19.7% | 11.0% | ||
| Q3 25 | 22.0% | — | ||
| Q2 25 | 23.9% | 10.5% | ||
| Q1 25 | 30.8% | 10.3% | ||
| Q4 24 | 23.3% | — | ||
| Q3 24 | 27.6% | 9.4% | ||
| Q2 24 | 28.9% | 9.0% |
净利率
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 8.2% | ||
| Q3 25 | 12.9% | — | ||
| Q2 25 | 15.6% | 8.4% | ||
| Q1 25 | 19.7% | 8.2% | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 17.6% | 7.6% | ||
| Q2 24 | 18.4% | 6.9% |
每股收益(稀释后)
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | $1.18 | $2.46 | ||
| Q3 25 | $1.38 | — | ||
| Q2 25 | $1.56 | $2.44 | ||
| Q1 25 | $2.23 | $2.37 | ||
| Q4 24 | $1.92 | — | ||
| Q3 24 | $1.76 | $2.10 | ||
| Q2 24 | $1.98 | $1.92 |
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 | $7.0B | $1.1B |
| 总债务越低越好 | $22.4B | $10.4B |
| 股东权益账面价值 | $64.5B | $19.6B |
| 总资产 | $121.9B | $41.2B |
| 负债/权益比越低杠杆越低 | 0.35× | 0.53× |
8季度趋势,按日历期对齐
现金及短期投资
COP
LHX
| Q1 26 | — | $1.1B | ||
| Q4 25 | $7.0B | $339.0M | ||
| Q3 25 | $6.3B | — | ||
| Q2 25 | $5.3B | $482.0M | ||
| Q1 25 | $7.2B | $615.0M | ||
| Q4 24 | $6.1B | — | ||
| Q3 24 | $6.8B | $539.0M | ||
| Q2 24 | $6.0B | $547.0M |
总债务
COP
LHX
| Q1 26 | — | $10.4B | ||
| Q4 25 | $22.4B | $11.0B | ||
| Q3 25 | $22.5B | — | ||
| Q2 25 | $23.1B | $11.0B | ||
| Q1 25 | $23.2B | $11.1B | ||
| Q4 24 | $23.3B | — | ||
| Q3 24 | $17.0B | $11.1B | ||
| Q2 24 | $17.0B | $10.5B |
股东权益
COP
LHX
| Q1 26 | — | $19.6B | ||
| Q4 25 | $64.5B | $19.5B | ||
| Q3 25 | $64.9B | — | ||
| Q2 25 | $65.6B | $19.3B | ||
| Q1 25 | $65.2B | $19.5B | ||
| Q4 24 | $64.8B | — | ||
| Q3 24 | $49.9B | $19.0B | ||
| Q2 24 | $49.7B | $18.8B |
总资产
COP
LHX
| Q1 26 | — | $41.2B | ||
| Q4 25 | $121.9B | $41.0B | ||
| Q3 25 | $122.5B | — | ||
| Q2 25 | $122.6B | $41.2B | ||
| Q1 25 | $124.3B | $42.0B | ||
| Q4 24 | $122.8B | — | ||
| Q3 24 | $96.7B | $41.9B | ||
| Q2 24 | $96.0B | $41.7B |
负债/权益比
COP
LHX
| Q1 26 | — | 0.53× | ||
| Q4 25 | 0.35× | 0.56× | ||
| Q3 25 | 0.35× | — | ||
| Q2 25 | 0.35× | 0.57× | ||
| Q1 25 | 0.36× | 0.57× | ||
| Q4 24 | 0.36× | — | ||
| Q3 24 | 0.34× | 0.58× | ||
| Q2 24 | 0.34× | 0.56× |
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 | $4.3B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.99× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $546.0M | ||
| Q3 25 | $5.9B | — | ||
| Q2 25 | $3.5B | $640.0M | ||
| Q1 25 | $6.1B | $1.1B | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $5.8B | $780.0M | ||
| Q2 24 | $4.9B | $754.0M |
自由现金流
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | — | $427.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $552.0M | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $702.0M | ||
| Q2 24 | — | $657.0M |
自由现金流率
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 12.4% |
资本支出强度
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.8% |
现金转化率
COP
LHX
| Q1 26 | — | — | ||
| Q4 25 | 2.99× | 1.18× | ||
| Q3 25 | 3.41× | — | ||
| Q2 25 | 1.77× | 1.40× | ||
| Q1 25 | 2.15× | 2.49× | ||
| Q4 24 | 1.93× | — | ||
| Q3 24 | 2.80× | 1.95× | ||
| Q2 24 | 2.11× | 2.06× |
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
COP
| Natural Gas Reserves | $2.1B | 18% |
| Physical Gas Contracts | $2.0B | 18% |
| Europe Middle East And North Africa Segment | $1.6B | 14% |
| Natural Gas Product Line | $1.5B | 13% |
| Canada Operating Segment | $1.3B | 12% |
| Alaska Segment | $1.3B | 11% |
| Natural Gas Liquids Reserves | $826.0M | 7% |
| Asia Pacific Operating Segment | $360.0M | 3% |
| Crude Oil Product Line | $236.0M | 2% |
| Related Party | $12.0M | 0% |
| Corporate Segment | $7.0M | 0% |
LHX
| Space And Airborne Systems Segment | $6.9B | 32% |
| Integrated Mission Systems Segment | $6.6B | 30% |
| Communication Systems Segment | $5.7B | 26% |
| Aerojet Rocketdyne Segment | $2.8B | 13% |