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Devon Energy（DVN）与PulteGroup（PHM）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PulteGroup的1.2倍（$3.9B vs $3.4B），Devon Energy净利率更高（14.3% vs 10.2%，领先4.1%），Devon Energy同比增速更快（-12.3% vs -12.4%），过去两年Devon Energy的营收复合增速更高（2.6% vs -13.9%）
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。
PulteGroup Inc.是总部位于美国佐治亚州亚特兰大的住宅建造企业，2023年按房屋交付量统计为美国第三大住宅建造商，自成立以来累计已建成超过77.5万套住宅，是美国住宅开发领域的领先企业之一。
DVN vs PHM — 直观对比
营收规模更大
DVN
是对方的1.2倍
$3.4B
营收增速更快
DVN
高出0.2%
-12.4%
净利率更高
DVN
高出4.1%
10.2%
两年增速更快
DVN
近两年复合增速
-13.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $3.4B |
| 净利润 | $562.0M | $347.0M |
| 毛利率 | — | — |
| 营业利润率 | 19.0% | — |
| 净利率 | 14.3% | 10.2% |
| 营收同比 | -12.3% | -12.4% |
| 净利润同比 | -12.1% | -33.6% |
| 每股收益（稀释后） | $0.90 | — |
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DVNPHM
| Q1 26 | — | $3.4B | ||
| Q4 25 | $3.9B | $4.6B | ||
| Q3 25 | $4.3B | $4.4B | ||
| Q2 25 | $4.0B | $4.4B | ||
| Q1 25 | $4.5B | $3.9B | ||
| Q4 24 | $4.5B | $4.9B | ||
| Q3 24 | $3.8B | $4.5B | ||
| Q2 24 | $3.9B | $4.6B |
净利润DVNPHM
| Q1 26 | — | $347.0M | ||
| Q4 25 | $562.0M | $501.6M | ||
| Q3 25 | $687.0M | $585.8M | ||
| Q2 25 | $899.0M | $608.5M | ||
| Q1 25 | $494.0M | $522.8M | ||
| Q4 24 | $639.0M | $913.2M | ||
| Q3 24 | $812.0M | $697.9M | ||
| Q2 24 | $844.0M | $809.1M |
毛利率DVNPHM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 28.6% | ||
| Q1 25 | — | 28.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 30.4% | ||
| Q2 24 | — | 31.4% |
营业利润率DVNPHM
| Q1 26 | — | — | ||
| Q4 25 | 19.0% | — | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 28.7% | — | ||
| Q1 25 | 14.2% | — | ||
| Q4 24 | 18.7% | — | ||
| Q3 24 | 28.0% | — | ||
| Q2 24 | 26.7% | — |
净利率DVNPHM
| Q1 26 | — | 10.2% | ||
| Q4 25 | 14.3% | 10.9% | ||
| Q3 25 | 16.2% | 13.3% | ||
| Q2 25 | 22.2% | 13.8% | ||
| Q1 25 | 10.9% | 13.4% | ||
| Q4 24 | 14.2% | 18.6% | ||
| Q3 24 | 21.4% | 15.6% | ||
| Q2 24 | 21.7% | 17.6% |
每股收益（稀释后）DVNPHM
| Q1 26 | — | — | ||
| Q4 25 | $0.90 | $2.56 | ||
| Q3 25 | $1.09 | $2.96 | ||
| Q2 25 | $1.41 | $3.03 | ||
| Q1 25 | $0.77 | $2.57 | ||
| Q4 24 | $0.98 | $4.41 | ||
| Q3 24 | $1.30 | $3.35 | ||
| Q2 24 | $1.34 | $3.83 |
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 | $1.8B |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $15.5B | $13.0B |
| 总资产 | $31.6B | $5.2B |
| 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DVNPHM
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $811.0M | $1.6B | ||
| Q3 24 | $645.0M | $1.4B | ||
| Q2 24 | $1.1B | $1.4B |
总债务DVNPHM
| Q1 26 | — | — | ||
| Q4 25 | $8.4B | $43.9M | ||
| Q3 25 | $8.4B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.9B | — | ||
| Q4 24 | $8.9B | $31.1M | ||
| Q3 24 | $8.9B | — | ||
| Q2 24 | $6.1B | — |
股东权益DVNPHM
| Q1 26 | — | $13.0B | ||
| Q4 25 | $15.5B | $13.0B | ||
| Q3 25 | $15.3B | $12.8B | ||
| Q2 25 | $15.1B | $12.6B | ||
| Q1 25 | $14.5B | $12.3B | ||
| Q4 24 | $14.5B | $12.1B | ||
| Q3 24 | $14.3B | $11.6B | ||
| Q2 24 | $12.6B | $11.2B |
总资产DVNPHM
| Q1 26 | — | $5.2B | ||
| Q4 25 | $31.6B | $18.0B | ||
| Q3 25 | $31.2B | $17.9B | ||
| Q2 25 | $31.4B | $17.6B | ||
| Q1 25 | $30.9B | $17.3B | ||
| Q4 24 | $30.5B | $17.4B | ||
| Q3 24 | $30.3B | $17.0B | ||
| Q2 24 | $25.2B | $16.5B |
负债/权益比DVNPHM
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | 0.00× | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.61× | — | ||
| Q4 24 | 0.61× | 0.00× | ||
| Q3 24 | 0.62× | — | ||
| Q2 24 | 0.49× | — |
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 | $159.8M |
| 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% | 0.7% |
| 现金转化率经营现金流/净利润 | 2.73× | 0.46× |
| 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DVNPHM
| Q1 26 | — | $159.8M | ||
| Q4 25 | $1.5B | $771.1M | ||
| Q3 25 | $1.7B | $678.4M | ||
| Q2 25 | $1.5B | $287.5M | ||
| Q1 25 | $1.9B | $134.2M | ||
| Q4 24 | $1.7B | $567.6M | ||
| Q3 24 | $1.7B | $455.9M | ||
| Q2 24 | $1.5B | $417.5M |
自由现金流DVNPHM
| Q1 26 | — | — | ||
| Q4 25 | $702.0M | $739.8M | ||
| Q3 25 | $820.0M | $651.1M | ||
| Q2 25 | $589.0M | $253.0M | ||
| Q1 25 | $1.0B | $104.6M | ||
| Q4 24 | $738.0M | $543.1M | ||
| Q3 24 | $786.0M | $417.2M | ||
| Q2 24 | $587.0M | $386.2M |
自由现金流率DVNPHM
| Q1 26 | — | — | ||
| Q4 25 | 17.8% | 16.0% | ||
| Q3 25 | 19.3% | 14.8% | ||
| Q2 25 | 14.6% | 5.7% | ||
| Q1 25 | 22.2% | 2.7% | ||
| Q4 24 | 16.4% | 11.0% | ||
| Q3 24 | 20.7% | 9.3% | ||
| Q2 24 | 15.1% | 8.4% |
资本支出强度DVNPHM
| Q1 26 | — | 0.7% | ||
| Q4 25 | 21.1% | 0.7% | ||
| Q3 25 | 20.5% | 0.6% | ||
| Q2 25 | 23.6% | 0.8% | ||
| Q1 25 | 20.5% | 0.8% | ||
| Q4 24 | 20.6% | 0.5% | ||
| Q3 24 | 23.1% | 0.9% | ||
| Q2 24 | 24.3% | 0.7% |
现金转化率DVNPHM
| Q1 26 | — | 0.46× | ||
| Q4 25 | 2.73× | 1.54× | ||
| Q3 25 | 2.46× | 1.16× | ||
| Q2 25 | 1.72× | 0.47× | ||
| Q1 25 | 3.93× | 0.26× | ||
| Q4 24 | 2.60× | 0.62× | ||
| Q3 24 | 2.05× | 0.65× | ||
| Q2 24 | 1.82× | 0.52× |
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% |
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
