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GRAFTECH INTERNATIONAL LTD(EAF)与Woodward, Inc.(WWD)财务数据对比。点击上方公司名可切换其他公司
Woodward, Inc.的季度营收约是GRAFTECH INTERNATIONAL LTD的8.6倍($996.5M vs $116.5M)。Woodward, Inc.净利率更高(13.4% vs -55.9%,领先69.3%)。Woodward, Inc.同比增速更快(29.0% vs -13.2%)。Woodward, Inc.自由现金流更多($70.3M vs $-39.3M)。过去两年Woodward, Inc.的营收复合增速更高(9.2% vs -7.7%)
格瑞泰克国际有限公司是石墨电极与石油焦生产商,其产品是电弧炉炼钢及其他金属生产的核心原材料。公司总部位于俄亥俄州布鲁克林海茨,在法国加来、西班牙潘普洛纳、墨西哥蒙特雷以及美国宾夕法尼亚州圣玛丽斯均设有生产基地。
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。
EAF vs WWD — 直观对比
营收规模更大
WWD
是对方的8.6倍
$116.5M
营收增速更快
WWD
高出42.2%
-13.2%
净利率更高
WWD
高出69.3%
-55.9%
自由现金流更多
WWD
多$109.6M
$-39.3M
两年增速更快
WWD
近两年复合增速
-7.7%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $116.5M | $996.5M |
| 净利润 | $-65.1M | $133.7M |
| 毛利率 | -20.9% | 29.3% |
| 营业利润率 | -33.6% | 17.0% |
| 净利率 | -55.9% | 13.4% |
| 营收同比 | -13.2% | 29.0% |
| 净利润同比 | -31.6% | 53.5% |
| 每股收益(稀释后) | $-6.86 | $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
EAF
WWD
| Q4 25 | $116.5M | $996.5M | ||
| Q3 25 | $144.0M | $995.3M | ||
| Q2 25 | $131.8M | $915.4M | ||
| Q1 25 | $111.8M | $883.6M | ||
| Q4 24 | $134.2M | $772.7M | ||
| Q3 24 | $130.7M | $854.5M | ||
| Q2 24 | $137.3M | $847.7M | ||
| Q1 24 | $136.6M | $835.3M |
净利润
EAF
WWD
| Q4 25 | $-65.1M | $133.7M | ||
| Q3 25 | $-28.5M | $137.6M | ||
| Q2 25 | $-86.9M | $108.4M | ||
| Q1 25 | $-39.4M | $108.9M | ||
| Q4 24 | $-49.5M | $87.1M | ||
| Q3 24 | $-36.1M | $83.3M | ||
| Q2 24 | $-14.8M | $102.1M | ||
| Q1 24 | $-30.9M | $97.6M |
毛利率
EAF
WWD
| Q4 25 | -20.9% | 29.3% | ||
| Q3 25 | 7.2% | 27.9% | ||
| Q2 25 | 0.0% | 27.2% | ||
| Q1 25 | -1.5% | 27.2% | ||
| Q4 24 | -7.8% | 24.5% | ||
| Q3 24 | -9.2% | 24.3% | ||
| Q2 24 | 2.9% | 27.1% | ||
| Q1 24 | -1.0% | 28.1% |
营业利润率
EAF
WWD
| Q4 25 | -33.6% | 17.0% | ||
| Q3 25 | -3.6% | 16.1% | ||
| Q2 25 | -11.0% | 13.9% | ||
| Q1 25 | -16.3% | 15.0% | ||
| Q4 24 | -18.6% | 13.2% | ||
| Q3 24 | -20.1% | 11.9% | ||
| Q2 24 | -2.0% | 14.4% | ||
| Q1 24 | -15.6% | 14.4% |
净利率
EAF
WWD
| Q4 25 | -55.9% | 13.4% | ||
| Q3 25 | -19.8% | 13.8% | ||
| Q2 25 | -65.9% | 11.8% | ||
| Q1 25 | -35.2% | 12.3% | ||
| Q4 24 | -36.9% | 11.3% | ||
| Q3 24 | -27.6% | 9.7% | ||
| Q2 24 | -10.7% | 12.0% | ||
| Q1 24 | -22.6% | 11.7% |
每股收益(稀释后)
EAF
WWD
| Q4 25 | $-6.86 | $2.17 | ||
| Q3 25 | $-1.10 | $2.23 | ||
| Q2 25 | $-0.34 | $1.76 | ||
| Q1 25 | $-0.15 | $1.78 | ||
| Q4 24 | $-3.51 | $1.42 | ||
| Q3 24 | $-1.40 | $1.36 | ||
| Q2 24 | $-0.06 | $1.63 | ||
| Q1 24 | $-0.12 | $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 | — | $454.2M |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $-259.6M | $2.6B |
| 总资产 | $1.0B | $4.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
EAF
WWD
| Q4 25 | — | $454.2M | ||
| Q3 25 | — | $327.4M | ||
| Q2 25 | — | $473.2M | ||
| Q1 25 | — | $364.1M | ||
| Q4 24 | — | $283.7M | ||
| Q3 24 | — | $282.3M | ||
| Q2 24 | $120.7M | $308.3M | ||
| Q1 24 | $165.2M | $316.9M |
总债务
EAF
WWD
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $579.9M | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $929.5M | $655.5M | ||
| Q2 24 | $928.2M | — | ||
| Q1 24 | $926.9M | — |
股东权益
EAF
WWD
| Q4 25 | $-259.6M | $2.6B | ||
| Q3 25 | $-194.4M | $2.6B | ||
| Q2 25 | $-168.4M | $2.5B | ||
| Q1 25 | $-105.3M | $2.3B | ||
| Q4 24 | $-78.9M | $2.2B | ||
| Q3 24 | $-9.0M | $2.2B | ||
| Q2 24 | $16.2M | $2.2B | ||
| Q1 24 | $37.6M | $2.3B |
总资产
EAF
WWD
| Q4 25 | $1.0B | $4.7B | ||
| Q3 25 | $1.1B | $4.6B | ||
| Q2 25 | $1.1B | $4.7B | ||
| Q1 25 | $1.2B | $4.5B | ||
| Q4 24 | $1.2B | $4.3B | ||
| Q3 24 | $1.1B | $4.4B | ||
| Q2 24 | $1.2B | $4.3B | ||
| Q1 24 | $1.2B | $4.4B |
负债/权益比
EAF
WWD
| Q4 25 | — | — | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | 57.16× | — | ||
| Q1 24 | 24.64× | — |
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 | $-20.9M | $114.4M |
| 自由现金流经营现金流 - 资本支出 | $-39.3M | $70.3M |
| 自由现金流率自由现金流/营收 | -33.7% | 7.1% |
| 资本支出强度资本支出/营收 | 15.8% | 4.4% |
| 现金转化率经营现金流/净利润 | — | 0.86× |
| 过去12个月自由现金流最近4个季度 | $-120.5M | $409.7M |
8季度趋势,按日历期对齐
经营现金流
EAF
WWD
| Q4 25 | $-20.9M | $114.4M | ||
| Q3 25 | $24.7M | $233.3M | ||
| Q2 25 | $-53.2M | $125.6M | ||
| Q1 25 | $-32.2M | $77.8M | ||
| Q4 24 | $-26.4M | $34.5M | ||
| Q3 24 | $23.7M | $141.8M | ||
| Q2 24 | $-36.9M | $153.2M | ||
| Q1 24 | $-530.0K | $97.3M |
自由现金流
EAF
WWD
| Q4 25 | $-39.3M | $70.3M | ||
| Q3 25 | $18.4M | $180.9M | ||
| Q2 25 | $-57.1M | $99.1M | ||
| Q1 25 | $-42.5M | $59.4M | ||
| Q4 24 | $-39.2M | $942.0K | ||
| Q3 24 | $19.7M | $117.7M | ||
| Q2 24 | $-43.8M | $137.3M | ||
| Q1 24 | $-11.0M | $82.8M |
自由现金流率
EAF
WWD
| Q4 25 | -33.7% | 7.1% | ||
| Q3 25 | 12.8% | 18.2% | ||
| Q2 25 | -43.3% | 10.8% | ||
| Q1 25 | -38.0% | 6.7% | ||
| Q4 24 | -29.2% | 0.1% | ||
| Q3 24 | 15.1% | 13.8% | ||
| Q2 24 | -31.9% | 16.2% | ||
| Q1 24 | -8.1% | 9.9% |
资本支出强度
EAF
WWD
| Q4 25 | 15.8% | 4.4% | ||
| Q3 25 | 4.4% | 5.3% | ||
| Q2 25 | 3.0% | 2.9% | ||
| Q1 25 | 9.2% | 2.1% | ||
| Q4 24 | 9.5% | 4.3% | ||
| Q3 24 | 3.1% | 2.8% | ||
| Q2 24 | 5.1% | 1.9% | ||
| Q1 24 | 7.7% | 1.7% |
现金转化率
EAF
WWD
| Q4 25 | — | 0.86× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.50× | ||
| Q1 24 | — | 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
EAF
| Graphite Electrodes | $107.0M | 92% |
| By Products And Other | $9.4M | 8% |
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% |