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DARLING INGREDIENTS INC.(DAR)与MYR GROUP INC.(MYRG)财务数据对比。点击上方公司名可切换其他公司
DARLING INGREDIENTS INC.的季度营收约是MYR GROUP INC.的1.6倍($1.6B vs $973.5M),MYR GROUP INC.净利率更高(3.8% vs 1.2%,领先2.5%),MYR GROUP INC.同比增速更快(17.3% vs 10.0%),过去两年MYR GROUP INC.的营收复合增速更高(9.3% vs -1.6%)
Darling Ingredients Inc.是全球领先的可持续天然原料生产商,将可食用及不可食用有机副产品加工为食品级营养成分、动物饲料添加剂、制药原料、生物燃料组分等高价值产品,服务全球食品、农业、制药、可再生能源领域客户。
MYR集团是美国知名电气建设服务提供商,业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工,旗下拥有12家电气建设子公司,在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
DAR vs MYRG — 直观对比
营收规模更大
DAR
是对方的1.6倍
$973.5M
营收增速更快
MYRG
高出7.3%
10.0%
净利率更高
MYRG
高出2.5%
1.2%
两年增速更快
MYRG
近两年复合增速
-1.6%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $973.5M |
| 净利润 | $19.4M | $36.5M |
| 毛利率 | 24.7% | 11.4% |
| 营业利润率 | 4.6% | 4.8% |
| 净利率 | 1.2% | 3.8% |
| 营收同比 | 10.0% | 17.3% |
| 净利润同比 | 14.2% | 129.1% |
| 每股收益(稀释后) | $0.12 | $2.33 |
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
DAR
MYRG
| Q4 25 | — | $973.5M | ||
| Q3 25 | $1.6B | $950.4M | ||
| Q2 25 | $1.5B | $900.3M | ||
| Q1 25 | $1.4B | $833.6M | ||
| Q4 24 | $1.4B | $829.8M | ||
| Q3 24 | $1.4B | $888.0M | ||
| Q2 24 | $1.5B | $828.9M | ||
| Q1 24 | $1.4B | $815.6M |
净利润
DAR
MYRG
| Q4 25 | — | $36.5M | ||
| Q3 25 | $19.4M | $32.1M | ||
| Q2 25 | $12.7M | $26.5M | ||
| Q1 25 | $-26.2M | $23.3M | ||
| Q4 24 | $101.9M | $16.0M | ||
| Q3 24 | $16.9M | $10.6M | ||
| Q2 24 | $78.9M | $-15.3M | ||
| Q1 24 | $81.2M | $18.9M |
毛利率
DAR
MYRG
| Q4 25 | — | 11.4% | ||
| Q3 25 | 24.7% | 11.8% | ||
| Q2 25 | 23.3% | 11.5% | ||
| Q1 25 | 22.6% | 11.6% | ||
| Q4 24 | 23.5% | 10.4% | ||
| Q3 24 | 22.1% | 8.7% | ||
| Q2 24 | 22.5% | 4.9% | ||
| Q1 24 | 21.4% | 10.6% |
营业利润率
DAR
MYRG
| Q4 25 | — | 4.8% | ||
| Q3 25 | 4.6% | 4.9% | ||
| Q2 25 | 5.1% | 4.4% | ||
| Q1 25 | 2.1% | 4.1% | ||
| Q4 24 | 8.6% | 3.6% | ||
| Q3 24 | 4.2% | 2.3% | ||
| Q2 24 | 10.2% | -2.5% | ||
| Q1 24 | 9.7% | 3.0% |
净利率
DAR
MYRG
| Q4 25 | — | 3.8% | ||
| Q3 25 | 1.2% | 3.4% | ||
| Q2 25 | 0.9% | 2.9% | ||
| Q1 25 | -1.9% | 2.8% | ||
| Q4 24 | 7.2% | 1.9% | ||
| Q3 24 | 1.2% | 1.2% | ||
| Q2 24 | 5.4% | -1.8% | ||
| Q1 24 | 5.7% | 2.3% |
每股收益(稀释后)
DAR
MYRG
| Q4 25 | — | $2.33 | ||
| Q3 25 | $0.12 | $2.05 | ||
| Q2 25 | $0.08 | $1.70 | ||
| Q1 25 | $-0.16 | $1.45 | ||
| Q4 24 | $0.63 | $0.97 | ||
| Q3 24 | $0.11 | $0.65 | ||
| Q2 24 | $0.49 | $-0.91 | ||
| Q1 24 | $0.50 | $1.12 |
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 | $91.5M | $150.2M |
| 总债务越低越好 | $4.0B | $59.0M |
| 股东权益账面价值 | $4.7B | $660.4M |
| 总资产 | $10.5B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.86× | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
DAR
MYRG
| Q4 25 | — | $150.2M | ||
| Q3 25 | $91.5M | $76.2M | ||
| Q2 25 | $94.6M | $23.0M | ||
| Q1 25 | $81.5M | $10.9M | ||
| Q4 24 | $76.0M | $3.5M | ||
| Q3 24 | $114.8M | $7.6M | ||
| Q2 24 | $121.6M | $1.9M | ||
| Q1 24 | $145.5M | $3.9M |
总债务
DAR
MYRG
| Q4 25 | — | $59.0M | ||
| Q3 25 | $4.0B | $72.0M | ||
| Q2 25 | $3.9B | $86.1M | ||
| Q1 25 | $3.8B | $87.2M | ||
| Q4 24 | $3.9B | $74.4M | ||
| Q3 24 | $4.1B | $93.2M | ||
| Q2 24 | $4.3B | $45.1M | ||
| Q1 24 | $4.4B | $37.9M |
股东权益
DAR
MYRG
| Q4 25 | — | $660.4M | ||
| Q3 25 | $4.7B | $617.6M | ||
| Q2 25 | $4.6B | $583.2M | ||
| Q1 25 | $4.4B | $548.7M | ||
| Q4 24 | $4.4B | $600.4M | ||
| Q3 24 | $4.6B | $588.5M | ||
| Q2 24 | $4.5B | $633.3M | ||
| Q1 24 | $4.6B | $663.7M |
总资产
DAR
MYRG
| Q4 25 | — | $1.6B | ||
| Q3 25 | $10.5B | $1.6B | ||
| Q2 25 | $10.3B | $1.6B | ||
| Q1 25 | $10.0B | $1.5B | ||
| Q4 24 | $10.1B | $1.6B | ||
| Q3 24 | $10.6B | $1.6B | ||
| Q2 24 | $10.6B | $1.6B | ||
| Q1 24 | $10.9B | $1.6B |
负债/权益比
DAR
MYRG
| Q4 25 | — | 0.09× | ||
| Q3 25 | 0.86× | 0.12× | ||
| Q2 25 | 0.85× | 0.15× | ||
| Q1 25 | 0.86× | 0.16× | ||
| Q4 24 | 0.89× | 0.12× | ||
| Q3 24 | 0.91× | 0.16× | ||
| Q2 24 | 0.97× | 0.07× | ||
| Q1 24 | 0.95× | 0.06× |
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 | $224.3M | $114.8M |
| 自由现金流经营现金流 - 资本支出 | — | $84.9M |
| 自由现金流率自由现金流/营收 | — | 8.7% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | 11.59× | 3.14× |
| 过去12个月自由现金流最近4个季度 | — | $232.2M |
8季度趋势,按日历期对齐
经营现金流
DAR
MYRG
| Q4 25 | — | $114.8M | ||
| Q3 25 | $224.3M | $95.6M | ||
| Q2 25 | $145.8M | $32.9M | ||
| Q1 25 | $249.0M | $83.3M | ||
| Q4 24 | $154.4M | $21.1M | ||
| Q3 24 | $274.5M | $35.6M | ||
| Q2 24 | $146.5M | $22.7M | ||
| Q1 24 | $263.9M | $7.7M |
自由现金流
DAR
MYRG
| Q4 25 | — | $84.9M | ||
| Q3 25 | — | $65.4M | ||
| Q2 25 | — | $11.6M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $8.8M | ||
| Q3 24 | — | $18.0M | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $-18.1M |
自由现金流率
DAR
MYRG
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 6.9% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | -2.2% |
资本支出强度
DAR
MYRG
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 3.2% |
现金转化率
DAR
MYRG
| Q4 25 | — | 3.14× | ||
| Q3 25 | 11.59× | 2.98× | ||
| Q2 25 | 11.52× | 1.24× | ||
| Q1 25 | — | 3.57× | ||
| Q4 24 | 1.52× | 1.32× | ||
| Q3 24 | 16.19× | 3.35× | ||
| Q2 24 | 1.86× | — | ||
| Q1 24 | 3.25× | 0.41× |
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
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |