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DYCOM INDUSTRIES INC(DY)与MYR GROUP INC.(MYRG)财务数据对比。点击上方公司名可切换其他公司
DYCOM INDUSTRIES INC的季度营收约是MYR GROUP INC.的1.5倍($1.5B vs $973.5M)。DYCOM INDUSTRIES INC净利率更高(7.3% vs 3.8%,领先3.6%)。MYR GROUP INC.同比增速更快(17.3% vs 14.1%)。DYCOM INDUSTRIES INC自由现金流更多($164.8M vs $84.9M)。过去两年DYCOM INDUSTRIES INC的营收复合增速更高(23.5% vs 9.3%)
本公司是美国基础设施服务供应商,服务覆盖电力、管道、工业、通信四大领域,具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长,同时已收购150多家电力承包行业企业,为众多大型电力领域客户提供专业服务。
MYR集团是美国知名电气建设服务提供商,业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工,旗下拥有12家电气建设子公司,在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
DY vs MYRG — 直观对比
营收规模更大
DY
是对方的1.5倍
$973.5M
营收增速更快
MYRG
高出3.2%
14.1%
净利率更高
DY
高出3.6%
3.8%
自由现金流更多
DY
多$79.9M
$84.9M
两年增速更快
DY
近两年复合增速
9.3%
损益表 — Q3 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $973.5M |
| 净利润 | $106.4M | $36.5M |
| 毛利率 | — | 11.4% |
| 营业利润率 | 9.7% | 4.8% |
| 净利率 | 7.3% | 3.8% |
| 营收同比 | 14.1% | 17.3% |
| 净利润同比 | 52.4% | 129.1% |
| 每股收益(稀释后) | $3.63 | $2.33 |
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
DY
MYRG
| Q4 25 | $1.5B | $973.5M | ||
| Q3 25 | $1.4B | $950.4M | ||
| Q2 25 | $1.3B | $900.3M | ||
| Q1 25 | $1.1B | $833.6M | ||
| Q4 24 | $1.3B | $829.8M | ||
| Q3 24 | $1.2B | $888.0M | ||
| Q2 24 | $1.1B | $828.9M | ||
| Q1 24 | $952.5M | $815.6M |
净利润
DY
MYRG
| Q4 25 | $106.4M | $36.5M | ||
| Q3 25 | $97.5M | $32.1M | ||
| Q2 25 | $61.0M | $26.5M | ||
| Q1 25 | $32.7M | $23.3M | ||
| Q4 24 | $69.8M | $16.0M | ||
| Q3 24 | $68.4M | $10.6M | ||
| Q2 24 | $62.6M | $-15.3M | ||
| Q1 24 | $23.4M | $18.9M |
毛利率
DY
MYRG
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 8.7% | ||
| Q2 24 | — | 4.9% | ||
| Q1 24 | — | 10.6% |
营业利润率
DY
MYRG
| Q4 25 | 9.7% | 4.8% | ||
| Q3 25 | 9.5% | 4.9% | ||
| Q2 25 | 6.2% | 4.4% | ||
| Q1 25 | 4.1% | 4.1% | ||
| Q4 24 | 7.2% | 3.6% | ||
| Q3 24 | 7.9% | 2.3% | ||
| Q2 24 | 6.8% | -2.5% | ||
| Q1 24 | 3.3% | 3.0% |
净利率
DY
MYRG
| Q4 25 | 7.3% | 3.8% | ||
| Q3 25 | 7.1% | 3.4% | ||
| Q2 25 | 4.9% | 2.9% | ||
| Q1 25 | 3.0% | 2.8% | ||
| Q4 24 | 5.5% | 1.9% | ||
| Q3 24 | 5.7% | 1.2% | ||
| Q2 24 | 5.5% | -1.8% | ||
| Q1 24 | 2.5% | 2.3% |
每股收益(稀释后)
DY
MYRG
| Q4 25 | $3.63 | $2.33 | ||
| Q3 25 | $3.33 | $2.05 | ||
| Q2 25 | $2.09 | $1.70 | ||
| Q1 25 | $1.11 | $1.45 | ||
| Q4 24 | $2.37 | $0.97 | ||
| Q3 24 | $2.32 | $0.65 | ||
| Q2 24 | $2.12 | $-0.91 | ||
| Q1 24 | $0.79 | $1.12 |
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 | $110.1M | $150.2M |
| 总债务越低越好 | — | $59.0M |
| 股东权益账面价值 | $1.5B | $660.4M |
| 总资产 | $3.3B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
DY
MYRG
| Q4 25 | $110.1M | $150.2M | ||
| Q3 25 | $28.5M | $76.2M | ||
| Q2 25 | $16.1M | $23.0M | ||
| Q1 25 | $92.7M | $10.9M | ||
| Q4 24 | $15.3M | $3.5M | ||
| Q3 24 | $19.6M | $7.6M | ||
| Q2 24 | $26.1M | $1.9M | ||
| Q1 24 | $101.1M | $3.9M |
总债务
DY
MYRG
| Q4 25 | — | $59.0M | ||
| Q3 25 | — | $72.0M | ||
| Q2 25 | — | $86.1M | ||
| Q1 25 | — | $87.2M | ||
| Q4 24 | — | $74.4M | ||
| Q3 24 | — | $93.2M | ||
| Q2 24 | — | $45.1M | ||
| Q1 24 | — | $37.9M |
股东权益
DY
MYRG
| Q4 25 | $1.5B | $660.4M | ||
| Q3 25 | $1.4B | $617.6M | ||
| Q2 25 | $1.3B | $583.2M | ||
| Q1 25 | $1.2B | $548.7M | ||
| Q4 24 | $1.2B | $600.4M | ||
| Q3 24 | $1.2B | $588.5M | ||
| Q2 24 | $1.1B | $633.3M | ||
| Q1 24 | $1.1B | $663.7M |
总资产
DY
MYRG
| Q4 25 | $3.3B | $1.6B | ||
| Q3 25 | $3.2B | $1.6B | ||
| Q2 25 | $3.1B | $1.6B | ||
| Q1 25 | $2.9B | $1.5B | ||
| Q4 24 | $3.1B | $1.6B | ||
| Q3 24 | $2.8B | $1.6B | ||
| Q2 24 | $2.6B | $1.6B | ||
| Q1 24 | $2.5B | $1.6B |
负债/权益比
DY
MYRG
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.12× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.06× |
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 | $220.0M | $114.8M |
| 自由现金流经营现金流 - 资本支出 | $164.8M | $84.9M |
| 自由现金流率自由现金流/营收 | 11.4% | 8.7% |
| 资本支出强度资本支出/营收 | 3.8% | 3.1% |
| 现金转化率经营现金流/净利润 | 2.07× | 3.14× |
| 过去12个月自由现金流最近4个季度 | $296.8M | $232.2M |
8季度趋势,按日历期对齐
经营现金流
DY
MYRG
| Q4 25 | $220.0M | $114.8M | ||
| Q3 25 | $57.4M | $95.6M | ||
| Q2 25 | $-54.0M | $32.9M | ||
| Q1 25 | $328.2M | $83.3M | ||
| Q4 24 | $65.8M | $21.1M | ||
| Q3 24 | $-7.5M | $35.6M | ||
| Q2 24 | $-37.4M | $22.7M | ||
| Q1 24 | $325.1M | $7.7M |
自由现金流
DY
MYRG
| Q4 25 | $164.8M | $84.9M | ||
| Q3 25 | $5.8M | $65.4M | ||
| Q2 25 | $-133.5M | $11.6M | ||
| Q1 25 | $259.7M | $70.2M | ||
| Q4 24 | $-8.8M | $8.8M | ||
| Q3 24 | $-72.9M | $18.0M | ||
| Q2 24 | $-79.4M | $2.5M | ||
| Q1 24 | $267.7M | $-18.1M |
自由现金流率
DY
MYRG
| Q4 25 | 11.4% | 8.7% | ||
| Q3 25 | 0.4% | 6.9% | ||
| Q2 25 | -10.6% | 1.3% | ||
| Q1 25 | 23.9% | 8.4% | ||
| Q4 24 | -0.7% | 1.1% | ||
| Q3 24 | -6.1% | 2.0% | ||
| Q2 24 | -6.9% | 0.3% | ||
| Q1 24 | 28.1% | -2.2% |
资本支出强度
DY
MYRG
| Q4 25 | 3.8% | 3.1% | ||
| Q3 25 | 3.8% | 3.2% | ||
| Q2 25 | 6.3% | 2.4% | ||
| Q1 25 | 6.3% | 1.6% | ||
| Q4 24 | 5.9% | 1.5% | ||
| Q3 24 | 5.4% | 2.0% | ||
| Q2 24 | 3.7% | 2.4% | ||
| Q1 24 | 6.0% | 3.2% |
现金转化率
DY
MYRG
| Q4 25 | 2.07× | 3.14× | ||
| Q3 25 | 0.59× | 2.98× | ||
| Q2 25 | -0.88× | 1.24× | ||
| Q1 25 | 10.05× | 3.57× | ||
| Q4 24 | 0.94× | 1.32× | ||
| Q3 24 | -0.11× | 3.35× | ||
| Q2 24 | -0.60× | — | ||
| Q1 24 | 13.88× | 0.41× |
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
DY
暂无分部数据
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |