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Leonardo DRS, Inc.（DRS）与Woodward, Inc.（WWD）财务数据对比。点击上方公司名可切换其他公司
Leonardo DRS, Inc.的季度营收约是Woodward, Inc.的1.1倍（$1.1B vs $996.5M），Woodward, Inc.净利率更高（13.4% vs 9.6%，领先3.8%），Woodward, Inc.同比增速更快（29.0% vs 8.1%），Leonardo DRS, Inc.自由现金流更多（$376.0M vs $70.3M），过去两年Leonardo DRS, Inc.的营收复合增速更高（24.1% vs 9.2%）
莱昂纳多DRS公司是美国本土国防承包商，前身为DRS技术公司，曾于纽约证券交易所挂牌交易，2008年被莱昂纳多的前身芬梅卡尼卡收购，核心业务为向美国军方提供先进国防技术及配套系统产品。
伍德沃德（Woodward, Inc.）是美国的控制系统及组件供应商，业务涵盖产品设计、制造与全链条服务，产品广泛应用于飞机、航空发动机、工业发动机与轮机、发电及移动工业设备领域，同时为国防领域供应军用装置及其他配套设备。
DRS vs WWD — 直观对比
营收规模更大
DRS
是对方的1.1倍
$996.5M
营收增速更快
WWD
高出20.9%
8.1%
净利率更高
WWD
高出3.8%
9.6%
自由现金流更多
DRS
多$305.7M
$70.3M
两年增速更快
DRS
近两年复合增速
9.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $996.5M |
| 净利润 | $102.0M | $133.7M |
| 毛利率 | 25.4% | 29.3% |
| 营业利润率 | 11.9% | 17.0% |
| 净利率 | 9.6% | 13.4% |
| 营收同比 | 8.1% | 29.0% |
| 净利润同比 | 14.6% | 53.5% |
| 每股收益（稀释后） | $0.38 | $2.17 |
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DRSWWD
| Q4 25 | $1.1B | $996.5M | ||
| Q3 25 | $960.0M | $995.3M | ||
| Q2 25 | $829.0M | $915.4M | ||
| Q1 25 | $799.0M | $883.6M | ||
| Q4 24 | $981.0M | $772.7M | ||
| Q3 24 | $812.0M | $854.5M | ||
| Q2 24 | $753.0M | $847.7M | ||
| Q1 24 | $688.0M | $835.3M |
净利润DRSWWD
| Q4 25 | $102.0M | $133.7M | ||
| Q3 25 | $72.0M | $137.6M | ||
| Q2 25 | $54.0M | $108.4M | ||
| Q1 25 | $50.0M | $108.9M | ||
| Q4 24 | $89.0M | $87.1M | ||
| Q3 24 | $57.0M | $83.3M | ||
| Q2 24 | $38.0M | $102.1M | ||
| Q1 24 | $29.0M | $97.6M |
毛利率DRSWWD
| Q4 25 | 25.4% | 29.3% | ||
| Q3 25 | 23.1% | 27.9% | ||
| Q2 25 | 23.8% | 27.2% | ||
| Q1 25 | 22.7% | 27.2% | ||
| Q4 24 | 24.0% | 24.5% | ||
| Q3 24 | 22.0% | 24.3% | ||
| Q2 24 | 22.4% | 27.1% | ||
| Q1 24 | 22.2% | 28.1% |
营业利润率DRSWWD
| Q4 25 | 11.9% | 17.0% | ||
| Q3 25 | 9.7% | 16.1% | ||
| Q2 25 | 8.4% | 13.9% | ||
| Q1 25 | 7.4% | 15.0% | ||
| Q4 24 | 12.2% | 13.2% | ||
| Q3 24 | 9.2% | 11.9% | ||
| Q2 24 | 7.3% | 14.4% | ||
| Q1 24 | 6.3% | 14.4% |
净利率DRSWWD
| Q4 25 | 9.6% | 13.4% | ||
| Q3 25 | 7.5% | 13.8% | ||
| Q2 25 | 6.5% | 11.8% | ||
| Q1 25 | 6.3% | 12.3% | ||
| Q4 24 | 9.1% | 11.3% | ||
| Q3 24 | 7.0% | 9.7% | ||
| Q2 24 | 5.0% | 12.0% | ||
| Q1 24 | 4.2% | 11.7% |
每股收益（稀释后）DRSWWD
| Q4 25 | $0.38 | $2.17 | ||
| Q3 25 | $0.26 | $2.23 | ||
| Q2 25 | $0.20 | $1.76 | ||
| Q1 25 | $0.19 | $1.78 | ||
| Q4 24 | $0.34 | $1.42 | ||
| Q3 24 | $0.21 | $1.36 | ||
| Q2 24 | $0.14 | $1.63 | ||
| Q1 24 | $0.11 | $1.56 |
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 | $647.0M | $454.2M |
| 总债务越低越好 | $321.0M | — |
| 股东权益账面价值 | $2.7B | $2.6B |
| 总资产 | $4.5B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.12× | — |
8季度趋势，按日历期对齐
现金及短期投资DRSWWD
| Q4 25 | $647.0M | $454.2M | ||
| Q3 25 | $309.0M | $327.4M | ||
| Q2 25 | $278.0M | $473.2M | ||
| Q1 25 | $380.0M | $364.1M | ||
| Q4 24 | $598.0M | $283.7M | ||
| Q3 24 | $198.0M | $282.3M | ||
| Q2 24 | $149.0M | $308.3M | ||
| Q1 24 | $160.0M | $316.9M |
总债务DRSWWD
| Q4 25 | $321.0M | — | ||
| Q3 25 | $326.0M | $579.9M | ||
| Q2 25 | $331.0M | — | ||
| Q1 25 | $335.0M | — | ||
| Q4 24 | $340.0M | — | ||
| Q3 24 | $345.0M | $655.5M | ||
| Q2 24 | $351.0M | — | ||
| Q1 24 | $356.0M | — |
股东权益DRSWWD
| Q4 25 | $2.7B | $2.6B | ||
| Q3 25 | $2.6B | $2.6B | ||
| Q2 25 | $2.6B | $2.5B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.6B | $2.2B | ||
| Q3 24 | $2.5B | $2.2B | ||
| Q2 24 | $2.4B | $2.2B | ||
| Q1 24 | $2.4B | $2.3B |
总资产DRSWWD
| Q4 25 | $4.5B | $4.7B | ||
| Q3 25 | $4.2B | $4.6B | ||
| Q2 25 | $4.1B | $4.7B | ||
| Q1 25 | $4.1B | $4.5B | ||
| Q4 24 | $4.2B | $4.3B | ||
| Q3 24 | $3.9B | $4.4B | ||
| Q2 24 | $3.8B | $4.3B | ||
| Q1 24 | $3.8B | $4.4B |
负债/权益比DRSWWD
| Q4 25 | 0.12× | — | ||
| Q3 25 | 0.12× | 0.23× | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.13× | — | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.14× | 0.30× | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.15× | — |
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 | $425.0M | $114.4M |
| 自由现金流经营现金流 - 资本支出 | $376.0M | $70.3M |
| 自由现金流率自由现金流/营收 | 35.5% | 7.1% |
| 资本支出强度资本支出/营收 | 4.6% | 4.4% |
| 现金转化率经营现金流/净利润 | 4.17× | 0.86× |
| 过去12个月自由现金流最近4个季度 | $227.0M | $409.7M |
8季度趋势，按日历期对齐
经营现金流DRSWWD
| Q4 25 | $425.0M | $114.4M | ||
| Q3 25 | $107.0M | $233.3M | ||
| Q2 25 | $-28.0M | $125.6M | ||
| Q1 25 | $-138.0M | $77.8M | ||
| Q4 24 | $443.0M | $34.5M | ||
| Q3 24 | $59.0M | $141.8M | ||
| Q2 24 | $34.0M | $153.2M | ||
| Q1 24 | $-265.0M | $97.3M |
自由现金流DRSWWD
| Q4 25 | $376.0M | $70.3M | ||
| Q3 25 | $77.0M | $180.9M | ||
| Q2 25 | $-56.0M | $99.1M | ||
| Q1 25 | $-170.0M | $59.4M | ||
| Q4 24 | $414.0M | $942.0K | ||
| Q3 24 | $47.0M | $117.7M | ||
| Q2 24 | $0 | $137.3M | ||
| Q1 24 | $-275.0M | $82.8M |
自由现金流率DRSWWD
| Q4 25 | 35.5% | 7.1% | ||
| Q3 25 | 8.0% | 18.2% | ||
| Q2 25 | -6.8% | 10.8% | ||
| Q1 25 | -21.3% | 6.7% | ||
| Q4 24 | 42.2% | 0.1% | ||
| Q3 24 | 5.8% | 13.8% | ||
| Q2 24 | 0.0% | 16.2% | ||
| Q1 24 | -40.0% | 9.9% |
资本支出强度DRSWWD
| Q4 25 | 4.6% | 4.4% | ||
| Q3 25 | 3.1% | 5.3% | ||
| Q2 25 | 3.4% | 2.9% | ||
| Q1 25 | 4.0% | 2.1% | ||
| Q4 24 | 3.0% | 4.3% | ||
| Q3 24 | 1.5% | 2.8% | ||
| Q2 24 | 4.5% | 1.9% | ||
| Q1 24 | 1.5% | 1.7% |
现金转化率DRSWWD
| Q4 25 | 4.17× | 0.86× | ||
| Q3 25 | 1.49× | 1.70× | ||
| Q2 25 | -0.52× | 1.16× | ||
| Q1 25 | -2.76× | 0.71× | ||
| Q4 24 | 4.98× | 0.40× | ||
| Q3 24 | 1.04× | 1.70× | ||
| Q2 24 | 0.89× | 1.50× | ||
| Q1 24 | -9.14× | 1.00× |
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
DRS
暂无分部数据
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |
