vs
Devon Energy(DVN)与通用电气医疗(GEHC)财务数据对比。点击上方公司名可切换其他公司
通用电气医疗的季度营收约是Devon Energy的1.4倍($5.7B vs $3.9B),Devon Energy净利率更高(14.3% vs 10.3%,领先4.0%),通用电气医疗同比增速更快(7.1% vs -12.3%),过去两年通用电气医疗的营收复合增速更高(10.7% vs 2.6%)
Devon Energy是美国主营油气勘探开发的能源企业,注册地位于特拉华州,运营总部设在俄克拉荷马州俄克拉荷马市的50层Devon Energy中心,业务布局覆盖特拉华盆地、伊格尔福特产区及落基山脉区域。
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业,旗下设四大业务板块:医学影像(含分子成像、CT、核磁共振、女性健康筛查、X射线系统)、超声、患者护理解决方案(聚焦远程患者监测、麻醉呼吸护理、心脏病诊断、婴幼儿照护)及制药诊断业务。
DVN vs GEHC — 直观对比
营收规模更大
GEHC
是对方的1.4倍
$3.9B
营收增速更快
GEHC
高出19.4%
-12.3%
净利率更高
DVN
高出4.0%
10.3%
两年增速更快
GEHC
近两年复合增速
2.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.9B | $5.7B |
| 净利润 | $562.0M | $588.0M |
| 毛利率 | — | 39.7% |
| 营业利润率 | 19.0% | 14.5% |
| 净利率 | 14.3% | 10.3% |
| 营收同比 | -12.3% | 7.1% |
| 净利润同比 | -12.1% | -18.4% |
| 每股收益(稀释后) | $0.90 | $1.28 |
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
DVN
GEHC
| Q4 25 | $3.9B | $5.7B | ||
| Q3 25 | $4.3B | $5.1B | ||
| Q2 25 | $4.0B | $5.0B | ||
| Q1 25 | $4.5B | $4.8B | ||
| Q4 24 | $4.5B | $5.3B | ||
| Q3 24 | $3.8B | $4.9B | ||
| Q2 24 | $3.9B | $4.8B | ||
| Q1 24 | $3.7B | $4.7B |
净利润
DVN
GEHC
| Q4 25 | $562.0M | $588.0M | ||
| Q3 25 | $687.0M | $446.0M | ||
| Q2 25 | $899.0M | $486.0M | ||
| Q1 25 | $494.0M | $564.0M | ||
| Q4 24 | $639.0M | $721.0M | ||
| Q3 24 | $812.0M | $470.0M | ||
| Q2 24 | $844.0M | $428.0M | ||
| Q1 24 | $596.0M | $374.0M |
毛利率
DVN
GEHC
| Q4 25 | — | 39.7% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 39.6% | ||
| Q1 25 | — | 42.1% | ||
| Q4 24 | — | 42.8% | ||
| Q3 24 | — | 41.7% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 40.9% |
营业利润率
DVN
GEHC
| Q4 25 | 19.0% | 14.5% | ||
| Q3 25 | 21.5% | 12.7% | ||
| Q2 25 | 28.7% | 13.1% | ||
| Q1 25 | 14.2% | 13.2% | ||
| Q4 24 | 18.7% | 15.1% | ||
| Q3 24 | 28.0% | 13.9% | ||
| Q2 24 | 26.7% | 12.6% | ||
| Q1 24 | 20.5% | 11.6% |
净利率
DVN
GEHC
| Q4 25 | 14.3% | 10.3% | ||
| Q3 25 | 16.2% | 8.7% | ||
| Q2 25 | 22.2% | 9.7% | ||
| Q1 25 | 10.9% | 11.8% | ||
| Q4 24 | 14.2% | 13.6% | ||
| Q3 24 | 21.4% | 9.7% | ||
| Q2 24 | 21.7% | 8.8% | ||
| Q1 24 | 15.9% | 8.0% |
每股收益(稀释后)
DVN
GEHC
| Q4 25 | $0.90 | $1.28 | ||
| Q3 25 | $1.09 | $0.98 | ||
| Q2 25 | $1.41 | $1.06 | ||
| Q1 25 | $0.77 | $1.23 | ||
| Q4 24 | $0.98 | $1.58 | ||
| Q3 24 | $1.30 | $1.02 | ||
| Q2 24 | $1.34 | $0.93 | ||
| Q1 24 | $0.94 | $0.81 |
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 | $1.4B | $4.5B |
| 总债务越低越好 | $8.4B | $10.0B |
| 股东权益账面价值 | $15.5B | $10.4B |
| 总资产 | $31.6B | $36.9B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.96× |
8季度趋势,按日历期对齐
现金及短期投资
DVN
GEHC
| Q4 25 | $1.4B | $4.5B | ||
| Q3 25 | $1.2B | $4.0B | ||
| Q2 25 | $1.7B | $3.7B | ||
| Q1 25 | $1.2B | $2.5B | ||
| Q4 24 | $811.0M | $2.9B | ||
| Q3 24 | $645.0M | $3.5B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $2.6B |
总债务
DVN
GEHC
| Q4 25 | $8.4B | $10.0B | ||
| Q3 25 | $8.4B | $10.3B | ||
| Q2 25 | $8.9B | $10.3B | ||
| Q1 25 | $8.9B | $8.8B | ||
| Q4 24 | $8.9B | $9.0B | ||
| Q3 24 | $8.9B | $10.3B | ||
| Q2 24 | $6.1B | $9.2B | ||
| Q1 24 | $6.1B | $9.3B |
股东权益
DVN
GEHC
| Q4 25 | $15.5B | $10.4B | ||
| Q3 25 | $15.3B | $10.0B | ||
| Q2 25 | $15.1B | $9.7B | ||
| Q1 25 | $14.5B | $9.2B | ||
| Q4 24 | $14.5B | $8.4B | ||
| Q3 24 | $14.3B | $8.3B | ||
| Q2 24 | $12.6B | $7.8B | ||
| Q1 24 | $12.2B | $7.4B |
总资产
DVN
GEHC
| Q4 25 | $31.6B | $36.9B | ||
| Q3 25 | $31.2B | $36.1B | ||
| Q2 25 | $31.4B | $35.5B | ||
| Q1 25 | $30.9B | $33.6B | ||
| Q4 24 | $30.5B | $33.1B | ||
| Q3 24 | $30.3B | $33.9B | ||
| Q2 24 | $25.2B | $31.9B | ||
| Q1 24 | $25.0B | $32.2B |
负债/权益比
DVN
GEHC
| Q4 25 | 0.54× | 0.96× | ||
| Q3 25 | 0.55× | 1.03× | ||
| Q2 25 | 0.59× | 1.06× | ||
| Q1 25 | 0.61× | 0.95× | ||
| Q4 24 | 0.61× | 1.06× | ||
| Q3 24 | 0.62× | 1.24× | ||
| Q2 24 | 0.49× | 1.18× | ||
| Q1 24 | 0.51× | 1.25× |
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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $702.0M | — |
| 自由现金流率自由现金流/营收 | 17.8% | — |
| 资本支出强度资本支出/营收 | 21.1% | 2.4% |
| 现金转化率经营现金流/净利润 | 2.73× | — |
| 过去12个月自由现金流最近4个季度 | $3.1B | — |
8季度趋势,按日历期对齐
经营现金流
DVN
GEHC
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.5B | $94.0M | ||
| Q1 25 | $1.9B | $250.0M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.5B | $-119.0M | ||
| Q1 24 | $1.7B | $419.0M |
自由现金流
DVN
GEHC
| Q4 25 | $702.0M | — | ||
| Q3 25 | $820.0M | — | ||
| Q2 25 | $589.0M | $8.0M | ||
| Q1 25 | $1.0B | $98.0M | ||
| Q4 24 | $738.0M | — | ||
| Q3 24 | $786.0M | — | ||
| Q2 24 | $587.0M | $-183.0M | ||
| Q1 24 | $844.0M | $274.0M |
自由现金流率
DVN
GEHC
| Q4 25 | 17.8% | — | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 14.6% | 0.2% | ||
| Q1 25 | 22.2% | 2.1% | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 20.7% | — | ||
| Q2 24 | 15.1% | -3.8% | ||
| Q1 24 | 22.6% | 5.9% |
资本支出强度
DVN
GEHC
| Q4 25 | 21.1% | 2.4% | ||
| Q3 25 | 20.5% | 2.1% | ||
| Q2 25 | 23.6% | 1.7% | ||
| Q1 25 | 20.5% | 3.2% | ||
| Q4 24 | 20.6% | 1.9% | ||
| Q3 24 | 23.1% | 1.9% | ||
| Q2 24 | 24.3% | 1.3% | ||
| Q1 24 | 23.9% | 3.1% |
现金转化率
DVN
GEHC
| Q4 25 | 2.73× | — | ||
| Q3 25 | 2.46× | — | ||
| Q2 25 | 1.72× | 0.19× | ||
| Q1 25 | 3.93× | 0.44× | ||
| Q4 24 | 2.60× | — | ||
| Q3 24 | 2.05× | — | ||
| Q2 24 | 1.82× | -0.28× | ||
| Q1 24 | 2.92× | 1.12× |
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
DVN
| Oil Gas And NGL Sales | $2.6B | 65% |
| Marketing And Midstream Revenues | $1.4B | 35% |
GEHC
| Imaging Segment | $2.6B | 45% |
| PCS Segment | $824.0M | 14% |
| P Dx Segment | $790.0M | 14% |
| Specialized Ultrasound Subsegment | $735.0M | 13% |
| Monitoring Solutions Subsegment | $578.0M | 10% |
| Life Support Solutions Subsegment | $247.0M | 4% |