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Devon Energy(DVN)与Jacobs Solutions(J)财务数据对比。点击上方公司名可切换其他公司
Devon Energy的季度营收约是Jacobs Solutions的1.2倍($3.9B vs $3.3B),Devon Energy净利率更高(14.3% vs 3.8%,领先10.5%),Jacobs Solutions同比增速更快(12.3% vs -12.3%),Devon Energy自由现金流更多($702.0M vs $364.9M),过去两年Devon Energy的营收复合增速更高(2.6% vs -12.2%)
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。
Jacobs Solutions是总部位于美国得克萨斯州达拉斯市的国际技术专业服务企业,面向全球各类企业、社会组织及政府机构客户,提供工程、技术、专业及施工服务,同时开展科学研究与专项咨询业务,在所属行业长期处于领先地位。
DVN vs J — 直观对比
营收规模更大
DVN
是对方的1.2倍
$3.3B
营收增速更快
J
高出24.5%
-12.3%
净利率更高
DVN
高出10.5%
3.8%
自由现金流更多
DVN
多$337.1M
$364.9M
两年增速更快
DVN
近两年复合增速
-12.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.9B | $3.3B |
| 净利润 | $562.0M | $125.5M |
| 毛利率 | — | 23.2% |
| 营业利润率 | 19.0% | 7.1% |
| 净利率 | 14.3% | 3.8% |
| 营收同比 | -12.3% | 12.3% |
| 净利润同比 | -12.1% | 792.3% |
| 每股收益(稀释后) | $0.90 | $1.12 |
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
J
| Q4 25 | $3.9B | $3.3B | ||
| Q3 25 | $4.3B | $3.2B | ||
| Q2 25 | $4.0B | $3.0B | ||
| Q1 25 | $4.5B | $2.9B | ||
| Q4 24 | $4.5B | $2.9B | ||
| Q3 24 | $3.8B | $-1.2B | ||
| Q2 24 | $3.9B | $4.2B | ||
| Q1 24 | $3.7B | $4.3B |
净利润
DVN
J
| Q4 25 | $562.0M | $125.5M | ||
| Q3 25 | $687.0M | $122.2M | ||
| Q2 25 | $899.0M | $179.6M | ||
| Q1 25 | $494.0M | $5.6M | ||
| Q4 24 | $639.0M | $-18.1M | ||
| Q3 24 | $812.0M | $325.4M | ||
| Q2 24 | $844.0M | $146.9M | ||
| Q1 24 | $596.0M | $162.1M |
毛利率
DVN
J
| Q4 25 | — | 23.2% | ||
| Q3 25 | — | 24.3% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 25.4% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | — | 21.2% |
营业利润率
DVN
J
| Q4 25 | 19.0% | 7.1% | ||
| Q3 25 | 21.5% | 6.7% | ||
| Q2 25 | 28.7% | 7.8% | ||
| Q1 25 | 14.2% | 7.2% | ||
| Q4 24 | 18.7% | 7.1% | ||
| Q3 24 | 28.0% | — | ||
| Q2 24 | 26.7% | 6.2% | ||
| Q1 24 | 20.5% | 6.6% |
净利率
DVN
J
| Q4 25 | 14.3% | 3.8% | ||
| Q3 25 | 16.2% | 3.9% | ||
| Q2 25 | 22.2% | 5.9% | ||
| Q1 25 | 10.9% | 0.2% | ||
| Q4 24 | 14.2% | -0.6% | ||
| Q3 24 | 21.4% | -28.1% | ||
| Q2 24 | 21.7% | 3.5% | ||
| Q1 24 | 15.9% | 3.8% |
每股收益(稀释后)
DVN
J
| Q4 25 | $0.90 | $1.12 | ||
| Q3 25 | $1.09 | $0.88 | ||
| Q2 25 | $1.41 | $1.55 | ||
| Q1 25 | $0.77 | $0.06 | ||
| Q4 24 | $0.98 | $-0.11 | ||
| Q3 24 | $1.30 | $2.50 | ||
| Q2 24 | $1.34 | $1.17 | ||
| Q1 24 | $0.94 | $1.28 |
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 | $1.6B |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $15.5B | $3.4B |
| 总资产 | $31.6B | $11.6B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势,按日历期对齐
现金及短期投资
DVN
J
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $811.0M | $1.3B | ||
| Q3 24 | $645.0M | $1.1B | ||
| Q2 24 | $1.1B | $1.2B | ||
| Q1 24 | $1.1B | $1.0B |
总债务
DVN
J
| Q4 25 | $8.4B | — | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.9B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $8.9B | — | ||
| Q2 24 | $6.1B | — | ||
| Q1 24 | $6.1B | — |
股东权益
DVN
J
| Q4 25 | $15.5B | $3.4B | ||
| Q3 25 | $15.3B | $3.6B | ||
| Q2 25 | $15.1B | $3.8B | ||
| Q1 25 | $14.5B | $3.9B | ||
| Q4 24 | $14.5B | $4.2B | ||
| Q3 24 | $14.3B | $4.5B | ||
| Q2 24 | $12.6B | $6.6B | ||
| Q1 24 | $12.2B | $6.6B |
总资产
DVN
J
| Q4 25 | $31.6B | $11.6B | ||
| Q3 25 | $31.2B | $11.3B | ||
| Q2 25 | $31.4B | $11.4B | ||
| Q1 25 | $30.9B | $11.2B | ||
| Q4 24 | $30.5B | $11.6B | ||
| Q3 24 | $30.3B | $11.8B | ||
| Q2 24 | $25.2B | $15.0B | ||
| Q1 24 | $25.0B | $14.9B |
负债/权益比
DVN
J
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.61× | — | ||
| Q4 24 | 0.61× | — | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.49× | — | ||
| Q1 24 | 0.51× | — |
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 | $380.8M |
| 自由现金流经营现金流 - 资本支出 | $702.0M | $364.9M |
| 自由现金流率自由现金流/营收 | 17.8% | 11.1% |
| 资本支出强度资本支出/营收 | 21.1% | 0.5% |
| 现金转化率经营现金流/净利润 | 2.73× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $3.1B | $875.3M |
8季度趋势,按日历期对齐
经营现金流
DVN
J
| Q4 25 | $1.5B | $380.8M | ||
| Q3 25 | $1.7B | $383.1M | ||
| Q2 25 | $1.5B | $292.6M | ||
| Q1 25 | $1.9B | $-96.4M | ||
| Q4 24 | $1.7B | $107.5M | ||
| Q3 24 | $1.7B | $196.5M | ||
| Q2 24 | $1.5B | $482.6M | ||
| Q1 24 | $1.7B | $-42.8M |
自由现金流
DVN
J
| Q4 25 | $702.0M | $364.9M | ||
| Q3 25 | $820.0M | $353.5M | ||
| Q2 25 | $589.0M | $270.5M | ||
| Q1 25 | $1.0B | $-113.7M | ||
| Q4 24 | $738.0M | $97.1M | ||
| Q3 24 | $786.0M | $158.2M | ||
| Q2 24 | $587.0M | $444.9M | ||
| Q1 24 | $844.0M | $-70.6M |
自由现金流率
DVN
J
| Q4 25 | 17.8% | 11.1% | ||
| Q3 25 | 19.3% | 11.2% | ||
| Q2 25 | 14.6% | 8.9% | ||
| Q1 25 | 22.2% | -3.9% | ||
| Q4 24 | 16.4% | 3.3% | ||
| Q3 24 | 20.7% | -13.6% | ||
| Q2 24 | 15.1% | 10.5% | ||
| Q1 24 | 22.6% | -1.7% |
资本支出强度
DVN
J
| Q4 25 | 21.1% | 0.5% | ||
| Q3 25 | 20.5% | 0.9% | ||
| Q2 25 | 23.6% | 0.7% | ||
| Q1 25 | 20.5% | 0.6% | ||
| Q4 24 | 20.6% | 0.4% | ||
| Q3 24 | 23.1% | -3.3% | ||
| Q2 24 | 24.3% | 0.9% | ||
| Q1 24 | 23.9% | 0.7% |
现金转化率
DVN
J
| Q4 25 | 2.73× | 3.03× | ||
| Q3 25 | 2.46× | 3.13× | ||
| Q2 25 | 1.72× | 1.63× | ||
| Q1 25 | 3.93× | -17.18× | ||
| Q4 24 | 2.60× | — | ||
| Q3 24 | 2.05× | 0.60× | ||
| Q2 24 | 1.82× | 3.28× | ||
| Q1 24 | 2.92× | -0.26× |
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% |
J
| Infrastructure Advanced Facilities | $2.9B | 89% |
| PA Consulting | $354.4M | 11% |