vs
Coterra（CTRA）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
Coterra的季度营收约是第一太阳能的1.1倍（$1.8B vs $1.7B），第一太阳能净利率更高（31.0% vs 20.6%，领先10.4%），Coterra同比增速更快（23.8% vs 11.1%），过去两年第一太阳能的营收复合增速更高（45.6% vs 11.8%）
Coterra Energy Inc.是总部位于美国得克萨斯州休斯敦的能源企业，核心业务为油气勘探开发，运营布局覆盖二叠纪盆地、马塞勒斯页岩区及阿纳达科盆地等北美核心油气产区，具备成熟的勘探开发技术与丰富的项目运营经验。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
CTRA vs FSLR — 直观对比
营收规模更大
CTRA
是对方的1.1倍
$1.7B
营收增速更快
CTRA
高出12.6%
11.1%
净利率更高
FSLR
高出10.4%
20.6%
两年增速更快
FSLR
近两年复合增速
11.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.7B |
| 净利润 | $368.0M | $520.9M |
| 毛利率 | — | 39.5% |
| 营业利润率 | 31.9% | 32.6% |
| 净利率 | 20.6% | 31.0% |
| 营收同比 | 23.8% | 11.1% |
| 净利润同比 | 23.9% | 32.5% |
| 每股收益（稀释后） | $0.47 | $4.84 |
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CTRAFSLR
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $1.8B | $1.6B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $2.0B | $844.6M | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.3B | $887.7M | ||
| Q2 24 | $1.3B | $1.0B | ||
| Q1 24 | $1.4B | $794.1M |
净利润CTRAFSLR
| Q4 25 | $368.0M | $520.9M | ||
| Q3 25 | $322.0M | $455.9M | ||
| Q2 25 | $511.0M | $341.9M | ||
| Q1 25 | $516.0M | $209.5M | ||
| Q4 24 | $297.0M | $393.1M | ||
| Q3 24 | $252.0M | $313.0M | ||
| Q2 24 | $220.0M | $349.4M | ||
| Q1 24 | $352.0M | $236.6M |
毛利率CTRAFSLR
| Q4 25 | — | 39.5% | ||
| Q3 25 | — | 38.3% | ||
| Q2 25 | — | 45.6% | ||
| Q1 25 | — | 40.8% | ||
| Q4 24 | — | 37.5% | ||
| Q3 24 | — | 50.2% | ||
| Q2 24 | — | 49.4% | ||
| Q1 24 | — | 43.6% |
营业利润率CTRAFSLR
| Q4 25 | 31.9% | 32.6% | ||
| Q3 25 | 26.8% | 29.2% | ||
| Q2 25 | 40.9% | 33.0% | ||
| Q1 25 | 34.8% | 26.2% | ||
| Q4 24 | 22.5% | 30.2% | ||
| Q3 24 | 25.3% | 36.3% | ||
| Q2 24 | 23.0% | 36.9% | ||
| Q1 24 | 30.7% | 30.6% |
净利率CTRAFSLR
| Q4 25 | 20.6% | 31.0% | ||
| Q3 25 | 18.3% | 28.6% | ||
| Q2 25 | 29.5% | 31.2% | ||
| Q1 25 | 25.6% | 24.8% | ||
| Q4 24 | 20.5% | 26.0% | ||
| Q3 24 | 19.5% | 35.3% | ||
| Q2 24 | 17.1% | 34.6% | ||
| Q1 24 | 24.6% | 29.8% |
每股收益（稀释后）CTRAFSLR
| Q4 25 | $0.47 | $4.84 | ||
| Q3 25 | $0.42 | $4.24 | ||
| Q2 25 | $0.67 | $3.18 | ||
| Q1 25 | $0.68 | $1.95 | ||
| Q4 24 | $0.40 | $3.66 | ||
| Q3 24 | $0.34 | $2.91 | ||
| Q2 24 | $0.29 | $3.25 | ||
| Q1 24 | $0.47 | $2.20 |
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 | $114.0M | $2.8B |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $14.8B | $9.5B |
| 总资产 | $24.2B | $13.3B |
| 负债/权益比越低杠杆越低 | 0.26× | — |
8季度趋势，按日历期对齐
现金及短期投资CTRAFSLR
| Q4 25 | $114.0M | $2.8B | ||
| Q3 25 | $98.0M | $2.0B | ||
| Q2 25 | $192.0M | $1.1B | ||
| Q1 25 | $186.0M | $837.6M | ||
| Q4 24 | $2.0B | $1.6B | ||
| Q3 24 | $843.0M | $1.0B | ||
| Q2 24 | $1.3B | $1.7B | ||
| Q1 24 | $1.5B | $1.7B |
总债务CTRAFSLR
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.9B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.7B | — |
股东权益CTRAFSLR
| Q4 25 | $14.8B | $9.5B | ||
| Q3 25 | $14.7B | $9.0B | ||
| Q2 25 | $14.6B | $8.5B | ||
| Q1 25 | $14.2B | $8.2B | ||
| Q4 24 | $13.1B | $8.0B | ||
| Q3 24 | $13.0B | $7.6B | ||
| Q2 24 | $13.0B | $7.3B | ||
| Q1 24 | $13.1B | $6.9B |
总资产CTRAFSLR
| Q4 25 | $24.2B | $13.3B | ||
| Q3 25 | $24.0B | $13.5B | ||
| Q2 25 | $24.0B | $12.9B | ||
| Q1 25 | $24.0B | $12.1B | ||
| Q4 24 | $21.6B | $12.1B | ||
| Q3 24 | $20.1B | $11.4B | ||
| Q2 24 | $20.8B | $11.0B | ||
| Q1 24 | $21.0B | $10.8B |
负债/权益比CTRAFSLR
| Q4 25 | 0.26× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.29× | — | ||
| Q1 25 | 0.30× | — | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.20× | — | ||
| Q1 24 | 0.20× | — |
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 | $970.0M | $1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $1.1B |
| 自由现金流率自由现金流/营收 | — | 63.6% |
| 资本支出强度资本支出/营收 | — | 10.2% |
| 现金转化率经营现金流/净利润 | 2.64× | 2.38× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流CTRAFSLR
| Q4 25 | $970.0M | $1.2B | ||
| Q3 25 | $971.0M | $1.3B | ||
| Q2 25 | $936.0M | $149.6M | ||
| Q1 25 | $1.1B | $-608.0M | ||
| Q4 24 | $626.0M | $811.0M | ||
| Q3 24 | $755.0M | $-53.7M | ||
| Q2 24 | $558.0M | $193.0M | ||
| Q1 24 | $856.0M | $267.7M |
自由现金流CTRAFSLR
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $-138.6M | ||
| Q1 25 | — | $-813.9M | ||
| Q4 24 | — | $497.5M | ||
| Q3 24 | — | $-487.7M | ||
| Q2 24 | — | $-172.1M | ||
| Q1 24 | — | $-145.7M |
自由现金流率CTRAFSLR
| Q4 25 | — | 63.6% | ||
| Q3 25 | — | 67.1% | ||
| Q2 25 | — | -12.6% | ||
| Q1 25 | — | -96.4% | ||
| Q4 24 | — | 32.9% | ||
| Q3 24 | — | -54.9% | ||
| Q2 24 | — | -17.0% | ||
| Q1 24 | — | -18.4% |
资本支出强度CTRAFSLR
| Q4 25 | — | 10.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 26.3% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 20.7% | ||
| Q3 24 | — | 48.9% | ||
| Q2 24 | — | 36.1% | ||
| Q1 24 | — | 52.1% |
现金转化率CTRAFSLR
| Q4 25 | 2.64× | 2.38× | ||
| Q3 25 | 3.02× | 2.79× | ||
| Q2 25 | 1.83× | 0.44× | ||
| Q1 25 | 2.22× | -2.90× | ||
| Q4 24 | 2.11× | 2.06× | ||
| Q3 24 | 3.00× | -0.17× | ||
| Q2 24 | 2.54× | 0.55× | ||
| Q1 24 | 2.43× | 1.13× |
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
CTRA
| Oil And Condensate | $941.0M | 53% |
| Natural Gas Production | $615.0M | 34% |
| Natural Gas Liquids Reserves | $206.0M | 12% |
| Other Revenues | $28.0M | 2% |
FSLR
暂无分部数据
