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都乐(DOLE)与西部数据(WDC)财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是都乐的1.3倍($3.0B vs $2.3B),西部数据净利率更高(61.1% vs 0.2%,领先60.8%),西部数据同比增速更快(31.5% vs 10.5%),过去两年都乐的营收复合增速更高(3.2% vs -6.6%)
都乐 plc 是一家爱尔兰裔美国农业跨国企业,总部位于爱尔兰都柏林,是全球规模领先的果蔬生产商之一。公司拥有3.85万名全职及季节性员工,在75个国家供应约300种产品,2021年营收达65亿美元。
西部数据(简称WD)是总部位于美国加利福尼亚州圣何塞的知名数据存储企业,成立于1970年,是全球最大的硬盘驱动器(HDD)制造商之一,产品覆盖消费级、企业级等多元存储场景,为全球客户提供高性能、高可靠性的存储解决方案。
DOLE vs WDC — 直观对比
营收规模更大
WDC
是对方的1.3倍
$2.3B
营收增速更快
WDC
高出21.0%
10.5%
净利率更高
WDC
高出60.8%
0.2%
两年增速更快
DOLE
近两年复合增速
-6.6%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.3B | $3.0B |
| 净利润 | $5.1M | $1.8B |
| 毛利率 | 6.8% | 45.7% |
| 营业利润率 | 1.1% | 30.1% |
| 净利率 | 0.2% | 61.1% |
| 营收同比 | 10.5% | 31.5% |
| 净利润同比 | -64.6% | 254.2% |
| 每股收益(稀释后) | $0.05 | $4.73 |
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
DOLE
WDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | $-1.2B | ||
| Q1 25 | $2.1B | $2.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | $2.1B | $4.1B | ||
| Q2 24 | $2.1B | $3.8B |
净利润
DOLE
WDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $5.1M | — | ||
| Q2 25 | $10.0M | $282.0M | ||
| Q1 25 | $38.9M | $520.0M | ||
| Q4 24 | — | $594.0M | ||
| Q3 24 | $14.4M | $493.0M | ||
| Q2 24 | $80.1M | $39.0M |
毛利率
DOLE
WDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 8.7% | 39.8% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | 8.0% | 37.9% | ||
| Q2 24 | 9.4% | 35.9% |
营业利润率
DOLE
WDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | — | 28.1% | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 3.2% | 33.1% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | 2.3% | 18.1% | ||
| Q2 24 | 4.0% | 5.7% |
净利率
DOLE
WDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | — | 41.9% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 0.4% | -24.4% | ||
| Q1 25 | 1.9% | 22.7% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | 0.7% | 12.0% | ||
| Q2 24 | 3.8% | 1.0% |
每股收益(稀释后)
DOLE
WDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | — | $3.07 | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.10 | $0.72 | ||
| Q1 25 | $0.41 | $1.42 | ||
| Q4 24 | — | $1.63 | ||
| Q3 24 | $0.15 | $1.35 | ||
| Q2 24 | $0.84 | $0.15 |
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 | $321.0M | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $1.4B | $7.1B |
| 总资产 | $4.5B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势,按日历期对齐
现金及短期投资
DOLE
WDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $321.0M | — | ||
| Q2 25 | $323.1M | $2.1B | ||
| Q1 25 | $261.0M | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $266.4M | $1.7B | ||
| Q2 24 | $225.8M | $1.9B |
总债务
DOLE
WDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B |
股东权益
DOLE
WDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $5.3B | ||
| Q1 25 | $1.3B | $5.2B | ||
| Q4 24 | — | $12.1B | ||
| Q3 24 | $1.4B | $11.6B | ||
| Q2 24 | $1.4B | $10.8B |
总资产
DOLE
WDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | — | $14.4B | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.7B | $14.0B | ||
| Q1 25 | $4.5B | $16.4B | ||
| Q4 24 | — | $25.5B | ||
| Q3 24 | $4.5B | $24.8B | ||
| Q2 24 | $4.4B | $24.2B |
负债/权益比
DOLE
WDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.69× |
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 | $87.4M | — |
| 自由现金流经营现金流 - 资本支出 | $66.5M | — |
| 自由现金流率自由现金流/营收 | 2.9% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 17.12× | — |
| 过去12个月自由现金流最近4个季度 | $13.7M | — |
8季度趋势,按日历期对齐
经营现金流
DOLE
WDC
| Q1 26 | — | — | ||
| Q4 25 | — | $672.0M | ||
| Q3 25 | $87.4M | — | ||
| Q2 25 | $18.3M | $746.0M | ||
| Q1 25 | $-78.8M | $508.0M | ||
| Q4 24 | — | $403.0M | ||
| Q3 24 | $101.0M | $34.0M | ||
| Q2 24 | $40.2M | $366.0M |
自由现金流
DOLE
WDC
| Q1 26 | — | — | ||
| Q4 25 | — | $599.0M | ||
| Q3 25 | $66.5M | — | ||
| Q2 25 | $-1.0M | $675.0M | ||
| Q1 25 | $-131.6M | $379.0M | ||
| Q4 24 | — | $287.0M | ||
| Q3 24 | $79.9M | $-62.0M | ||
| Q2 24 | $22.8M | $250.0M |
自由现金流率
DOLE
WDC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.3% | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | -0.0% | -58.5% | ||
| Q1 25 | -6.3% | 16.5% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | 3.9% | -1.5% | ||
| Q2 24 | 1.1% | 6.6% |
资本支出强度
DOLE
WDC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 0.8% | -6.2% | ||
| Q1 25 | 2.5% | 5.6% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 1.0% | 2.3% | ||
| Q2 24 | 0.8% | 3.1% |
现金转化率
DOLE
WDC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | 17.12× | — | ||
| Q2 25 | 1.84× | 2.65× | ||
| Q1 25 | -2.02× | 0.98× | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | 7.01× | 0.07× | ||
| Q2 24 | 0.50× | 9.38× |
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
DOLE
暂无分部数据
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |