vs
高知特(CTSH)与纽蒙特(NEM)财务数据对比。点击上方公司名可切换其他公司
纽蒙特的季度营收约是高知特的1.3倍($7.3B vs $5.4B),纽蒙特净利率更高(26.0% vs 12.2%,领先13.8%),高知特同比增速更快(5.8% vs -31.4%),纽蒙特自由现金流更多($1.2B vs $198.0M),过去两年纽蒙特的营收复合增速更高(28.8% vs 5.6%)
高知特是美国跨国信息技术咨询与外包服务商,1994年成立于印度金奈,最初是邓白氏旗下内部技术部门,1996年起对外开展服务,现总部位于美国新泽西州蒂内克,为纳斯达克100指数成分股,股票代码CTSH。
纽蒙特公司是总部位于美国科罗拉多州丹佛市的金矿企业,为全球规模最大的金矿开采集团。公司成立于1921年,在全球十余个国家持有金矿资产,还与巴里克矿业共同持有内华达金矿的部分股权,除黄金外也开采铜、银、锌、铅等多种金属。
CTSH vs NEM — 直观对比
营收规模更大
NEM
是对方的1.3倍
$5.4B
营收增速更快
CTSH
高出37.3%
-31.4%
净利率更高
NEM
高出13.8%
12.2%
自由现金流更多
NEM
多$1.0B
$198.0M
两年增速更快
NEM
近两年复合增速
5.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $7.3B |
| 净利润 | $662.0M | $1.9B |
| 毛利率 | — | — |
| 营业利润率 | 15.6% | — |
| 净利率 | 12.2% | 26.0% |
| 营收同比 | 5.8% | -31.4% |
| 净利润同比 | -0.2% | -8.3% |
| 每股收益(稀释后) | $1.39 | $1.68 |
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
CTSH
NEM
| Q1 26 | $5.4B | $7.3B | ||
| Q4 25 | $5.3B | $6.8B | ||
| Q3 25 | $5.4B | $5.5B | ||
| Q2 25 | $5.2B | $5.3B | ||
| Q1 25 | $5.1B | $5.0B | ||
| Q4 24 | $5.1B | $5.7B | ||
| Q3 24 | $5.0B | $4.6B | ||
| Q2 24 | $4.8B | $4.4B |
净利润
CTSH
NEM
| Q1 26 | $662.0M | $1.9B | ||
| Q4 25 | $648.0M | $1.3B | ||
| Q3 25 | $274.0M | $1.8B | ||
| Q2 25 | $645.0M | $2.1B | ||
| Q1 25 | $663.0M | $1.9B | ||
| Q4 24 | $546.0M | $1.4B | ||
| Q3 24 | $582.0M | $922.0M | ||
| Q2 24 | $566.0M | $853.0M |
营业利润率
CTSH
NEM
| Q1 26 | 15.6% | — | ||
| Q4 25 | 16.0% | 47.6% | ||
| Q3 25 | 16.0% | 45.4% | ||
| Q2 25 | 15.6% | 58.6% | ||
| Q1 25 | 16.7% | 49.3% | ||
| Q4 24 | 14.8% | 36.3% | ||
| Q3 24 | 14.6% | 23.0% | ||
| Q2 24 | 14.6% | 23.5% |
净利率
CTSH
NEM
| Q1 26 | 12.2% | 26.0% | ||
| Q4 25 | 12.2% | 19.1% | ||
| Q3 25 | 5.1% | 33.2% | ||
| Q2 25 | 12.3% | 38.8% | ||
| Q1 25 | 13.0% | 37.7% | ||
| Q4 24 | 10.7% | 24.8% | ||
| Q3 24 | 11.5% | 20.0% | ||
| Q2 24 | 11.7% | 19.4% |
每股收益(稀释后)
CTSH
NEM
| Q1 26 | $1.39 | $1.68 | ||
| Q4 25 | $1.35 | $1.19 | ||
| Q3 25 | $0.56 | $1.67 | ||
| Q2 25 | $1.31 | $1.85 | ||
| Q1 25 | $1.34 | $1.68 | ||
| Q4 24 | $1.10 | $1.23 | ||
| Q3 24 | $1.17 | $0.80 | ||
| Q2 24 | $1.14 | $0.74 |
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 | $1.5B | $4.7B |
| 总债务越低越好 | $568.0M | — |
| 股东权益账面价值 | $15.1B | $31.4B |
| 总资产 | $20.5B | $55.5B |
| 负债/权益比越低杠杆越低 | 0.04× | — |
8季度趋势,按日历期对齐
现金及短期投资
CTSH
NEM
| Q1 26 | $1.5B | $4.7B | ||
| Q4 25 | $1.9B | $8.2B | ||
| Q3 25 | $2.4B | $6.0B | ||
| Q2 25 | $1.8B | $6.7B | ||
| Q1 25 | $2.0B | $4.7B | ||
| Q4 24 | $2.2B | $3.6B | ||
| Q3 24 | $2.0B | $3.1B | ||
| Q2 24 | $2.2B | $2.7B |
总债务
CTSH
NEM
| Q1 26 | $568.0M | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.2B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $7.5B | ||
| Q4 24 | — | $8.5B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.7B |
股东权益
CTSH
NEM
| Q1 26 | $15.1B | $31.4B | ||
| Q4 25 | $15.0B | $33.9B | ||
| Q3 25 | $14.9B | $33.2B | ||
| Q2 25 | $15.3B | $32.1B | ||
| Q1 25 | $14.9B | $31.2B | ||
| Q4 24 | $14.4B | $29.9B | ||
| Q3 24 | $14.5B | $29.7B | ||
| Q2 24 | $13.9B | $29.4B |
总资产
CTSH
NEM
| Q1 26 | $20.5B | $55.5B | ||
| Q4 25 | $20.7B | $57.1B | ||
| Q3 25 | $20.1B | $54.7B | ||
| Q2 25 | $20.2B | $55.2B | ||
| Q1 25 | $20.0B | $55.5B | ||
| Q4 24 | $20.0B | $56.3B | ||
| Q3 24 | $20.2B | $56.2B | ||
| Q2 24 | $18.6B | $55.7B |
负债/权益比
CTSH
NEM
| Q1 26 | 0.04× | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.30× |
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 | $274.0M | — |
| 自由现金流经营现金流 - 资本支出 | $198.0M | $1.2B |
| 自由现金流率自由现金流/营收 | 3.7% | 16.5% |
| 资本支出强度资本支出/营收 | — | 11.3% |
| 现金转化率经营现金流/净利润 | 0.41× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | $7.3B |
8季度趋势,按日历期对齐
经营现金流
CTSH
NEM
| Q1 26 | $274.0M | — | ||
| Q4 25 | $858.0M | $3.6B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $398.0M | $2.4B | ||
| Q1 25 | $400.0M | $2.0B | ||
| Q4 24 | $920.0M | $2.5B | ||
| Q3 24 | $847.0M | $1.6B | ||
| Q2 24 | $262.0M | $1.4B |
自由现金流
CTSH
NEM
| Q1 26 | $198.0M | $1.2B | ||
| Q4 25 | $781.0M | $2.8B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $331.0M | $1.7B | ||
| Q1 25 | $323.0M | $1.2B | ||
| Q4 24 | $837.0M | $1.6B | ||
| Q3 24 | $791.0M | $771.0M | ||
| Q2 24 | $183.0M | $628.0M |
自由现金流率
CTSH
NEM
| Q1 26 | 3.7% | 16.5% | ||
| Q4 25 | 14.6% | 41.3% | ||
| Q3 25 | 21.4% | 28.4% | ||
| Q2 25 | 6.3% | 32.2% | ||
| Q1 25 | 6.3% | 24.1% | ||
| Q4 24 | 16.5% | 28.9% | ||
| Q3 24 | 15.7% | 16.7% | ||
| Q2 24 | 3.8% | 14.3% |
资本支出强度
CTSH
NEM
| Q1 26 | — | 11.3% | ||
| Q4 25 | 1.4% | 11.9% | ||
| Q3 25 | 1.2% | 13.2% | ||
| Q2 25 | 1.3% | 12.7% | ||
| Q1 25 | 1.5% | 16.5% | ||
| Q4 24 | 1.6% | 15.5% | ||
| Q3 24 | 1.1% | 19.0% | ||
| Q2 24 | 1.6% | 18.2% |
现金转化率
CTSH
NEM
| Q1 26 | 0.41× | — | ||
| Q4 25 | 1.32× | 2.78× | ||
| Q3 25 | 4.48× | 1.25× | ||
| Q2 25 | 0.62× | 1.16× | ||
| Q1 25 | 0.60× | 1.07× | ||
| Q4 24 | 1.68× | 1.79× | ||
| Q3 24 | 1.46× | 1.79× | ||
| Q2 24 | 0.46× | 1.67× |
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
CTSH
暂无分部数据
NEM
| Consolidated gold sales, net | $6.0B | 83% |
| Other | $506.0M | 7% |
| Consolidated copper sales, net | $354.0M | 5% |
| Consolidated silver sales, net | $188.0M | 3% |
| Consolidated zinc sales, net | $181.0M | 2% |
| Consolidated lead sales, net | $42.0M | 1% |