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DARLING INGREDIENTS INC.(DAR)与新闻集团(NWSA)财务数据对比。点击上方公司名可切换其他公司

新闻集团的季度营收约是DARLING INGREDIENTS INC.的1.5倍($2.4B vs $1.6B),新闻集团净利率更高(8.2% vs 1.2%,领先6.9%),DARLING INGREDIENTS INC.同比增速更快(10.0% vs 5.5%),过去两年新闻集团的营收复合增速更高(-1.3% 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。

新闻集团是全球知名的媒体集团,旗下拥有报纸、出版、数字媒体等多项媒体业务,在全球传媒领域拥有广泛影响力,专注于为受众提供及时多元的时事资讯与内容服务。

DAR vs NWSA — 直观对比

营收规模更大
NWSA
NWSA
是对方的1.5倍
NWSA
$2.4B
$1.6B
DAR
营收增速更快
DAR
DAR
高出4.5%
DAR
10.0%
5.5%
NWSA
净利率更高
NWSA
NWSA
高出6.9%
NWSA
8.2%
1.2%
DAR
两年增速更快
NWSA
NWSA
近两年复合增速
NWSA
-1.3%
-1.6%
DAR

损益表 — Q3 FY2025 vs Q2 FY2026

指标
DAR
DAR
NWSA
NWSA
营收
$1.6B
$2.4B
净利润
$19.4M
$193.0M
毛利率
24.7%
营业利润率
4.6%
净利率
1.2%
8.2%
营收同比
10.0%
5.5%
净利润同比
14.2%
-10.2%
每股收益(稀释后)
$0.12
$0.34

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
DAR
NWSA
NWSA
Q4 25
$2.4B
Q3 25
$1.6B
$2.1B
Q2 25
$1.5B
$1.6B
Q1 25
$1.4B
$2.0B
Q4 24
$1.4B
$2.2B
Q3 24
$1.4B
$2.6B
Q2 24
$1.5B
$2.6B
Q1 24
$1.4B
$2.4B
净利润
DAR
DAR
NWSA
NWSA
Q4 25
$193.0M
Q3 25
$19.4M
$112.0M
Q2 25
$12.7M
$743.0M
Q1 25
$-26.2M
$103.0M
Q4 24
$101.9M
$215.0M
Q3 24
$16.9M
$119.0M
Q2 24
$78.9M
$50.0M
Q1 24
$81.2M
$30.0M
毛利率
DAR
DAR
NWSA
NWSA
Q4 25
Q3 25
24.7%
Q2 25
23.3%
Q1 25
22.6%
Q4 24
23.5%
Q3 24
22.1%
Q2 24
22.5%
Q1 24
21.4%
营业利润率
DAR
DAR
NWSA
NWSA
Q4 25
Q3 25
4.6%
Q2 25
5.1%
8.5%
Q1 25
2.1%
7.5%
Q4 24
8.6%
19.2%
Q3 24
4.2%
7.9%
Q2 24
10.2%
4.3%
Q1 24
9.7%
2.6%
净利率
DAR
DAR
NWSA
NWSA
Q4 25
8.2%
Q3 25
1.2%
5.2%
Q2 25
0.9%
45.6%
Q1 25
-1.9%
5.1%
Q4 24
7.2%
9.6%
Q3 24
1.2%
4.6%
Q2 24
5.4%
1.9%
Q1 24
5.7%
1.2%
每股收益(稀释后)
DAR
DAR
NWSA
NWSA
Q4 25
$0.34
Q3 25
$0.12
$0.20
Q2 25
$0.08
$1.30
Q1 25
$-0.16
$0.18
Q4 24
$0.63
$0.38
Q3 24
$0.11
$0.21
Q2 24
$0.49
$0.09
Q1 24
$0.50
$0.05

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
DAR
DAR
NWSA
NWSA
现金及短期投资手头流动性
$91.5M
$2.1B
总债务越低越好
$4.0B
$2.0B
股东权益账面价值
$4.7B
$8.8B
总资产
$10.5B
$15.5B
负债/权益比越低杠杆越低
0.86×
0.22×

8季度趋势,按日历期对齐

现金及短期投资
DAR
DAR
NWSA
NWSA
Q4 25
$2.1B
Q3 25
$91.5M
$2.2B
Q2 25
$94.6M
$2.4B
Q1 25
$81.5M
$2.1B
Q4 24
$76.0M
$1.8B
Q3 24
$114.8M
$1.8B
Q2 24
$121.6M
$2.0B
Q1 24
$145.5M
$1.9B
总债务
DAR
DAR
NWSA
NWSA
Q4 25
$2.0B
Q3 25
$4.0B
$2.0B
Q2 25
$3.9B
$2.0B
Q1 25
$3.8B
$2.0B
Q4 24
$3.9B
$2.0B
Q3 24
$4.1B
$2.9B
Q2 24
$4.3B
$2.9B
Q1 24
$4.4B
$2.9B
股东权益
DAR
DAR
NWSA
NWSA
Q4 25
$8.8B
Q3 25
$4.7B
$8.7B
Q2 25
$4.6B
$8.8B
Q1 25
$4.4B
$8.2B
Q4 24
$4.4B
$8.1B
Q3 24
$4.6B
$8.3B
Q2 24
$4.5B
$8.1B
Q1 24
$4.6B
$8.1B
总资产
DAR
DAR
NWSA
NWSA
Q4 25
$15.5B
Q3 25
$10.5B
$15.3B
Q2 25
$10.3B
$15.5B
Q1 25
$10.0B
$16.6B
Q4 24
$10.1B
$16.2B
Q3 24
$10.6B
$16.9B
Q2 24
$10.6B
$16.7B
Q1 24
$10.9B
$16.5B
负债/权益比
DAR
DAR
NWSA
NWSA
Q4 25
0.22×
Q3 25
0.86×
0.22×
Q2 25
0.85×
0.22×
Q1 25
0.86×
0.24×
Q4 24
0.89×
0.24×
Q3 24
0.91×
0.35×
Q2 24
0.97×
0.36×
Q1 24
0.95×
0.36×

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
DAR
DAR
NWSA
NWSA
经营现金流最新季度
$224.3M
$231.0M
自由现金流经营现金流 - 资本支出
$132.0M
自由现金流率自由现金流/营收
5.6%
资本支出强度资本支出/营收
4.2%
现金转化率经营现金流/净利润
11.59×
1.20×
过去12个月自由现金流最近4个季度
$586.0M

8季度趋势,按日历期对齐

经营现金流
DAR
DAR
NWSA
NWSA
Q4 25
$231.0M
Q3 25
$224.3M
$85.0M
Q2 25
$145.8M
$189.0M
Q1 25
$249.0M
$511.0M
Q4 24
$154.4M
$252.0M
Q3 24
$274.5M
$64.0M
Q2 24
$146.5M
$254.0M
Q1 24
$263.9M
$539.0M
自由现金流
DAR
DAR
NWSA
NWSA
Q4 25
$132.0M
Q3 25
$4.0M
Q2 25
$32.0M
Q1 25
$418.0M
Q4 24
$190.0M
Q3 24
$-31.0M
Q2 24
$111.0M
Q1 24
$422.0M
自由现金流率
DAR
DAR
NWSA
NWSA
Q4 25
5.6%
Q3 25
0.2%
Q2 25
2.0%
Q1 25
20.8%
Q4 24
8.5%
Q3 24
-1.2%
Q2 24
4.3%
Q1 24
17.4%
资本支出强度
DAR
DAR
NWSA
NWSA
Q4 25
4.2%
Q3 25
3.8%
Q2 25
9.6%
Q1 25
4.6%
Q4 24
2.8%
Q3 24
3.7%
Q2 24
5.5%
Q1 24
4.8%
现金转化率
DAR
DAR
NWSA
NWSA
Q4 25
1.20×
Q3 25
11.59×
0.76×
Q2 25
11.52×
0.25×
Q1 25
4.96×
Q4 24
1.52×
1.17×
Q3 24
16.19×
0.54×
Q2 24
1.86×
5.08×
Q1 24
3.25×
17.97×

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
DAR

Fats$428.4M27%
Food Ingredients$380.6M24%
Diamond Green Diesel Holdings Llc Joint Venture$342.1M22%
Fuel Ingredients$154.3M10%
Used Cooking Oil$125.9M8%
Other Rendering$76.9M5%
Bakery$46.9M3%
Other Products And Services$12.2M1%

NWSA
NWSA

Book Publishing Segment$633.0M27%
Consumer$607.0M26%
News And Information Services Segment$570.0M24%
Real Estate$401.0M17%
Other Product Or Service$173.0M7%

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