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Eastern Bankshares, Inc.(EBC)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是Eastern Bankshares, Inc.的1.2倍($362.7M vs $295.9M),Eastern Bankshares, Inc.净利率更高(22.1% vs -10.7%,领先32.7%),过去两年Eastern Bankshares, Inc.的营收复合增速更高(38.6% vs 17.4%)
东方银行股份有限公司总部位于美国马萨诸塞州波士顿,2020年完成股份化改制前,是美国历史最悠久、规模最大的互助银行,同时也是马萨诸塞州规模最大的社区银行,深耕本地金融服务,在区域零售及小微金融领域拥有深厚的运营积淀。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
EBC vs VNET — 直观对比
营收规模更大
VNET
是对方的1.2倍
$295.9M
净利率更高
EBC
高出32.7%
-10.7%
两年增速更快
EBC
近两年复合增速
17.4%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $295.9M | $362.7M |
| 净利润 | $65.3M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 22.1% | -10.7% |
| 营收同比 | 1.7% | — |
| 净利润同比 | 289.8% | — |
| 每股收益(稀释后) | $0.29 | — |
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
EBC
VNET
| Q1 26 | $295.9M | — | ||
| Q4 25 | $37.5M | — | ||
| Q3 25 | $241.5M | $362.7M | ||
| Q2 25 | $244.9M | — | ||
| Q1 25 | $31.1M | $309.5M | ||
| Q4 24 | $216.5M | — | ||
| Q3 24 | $203.4M | $302.2M | ||
| Q2 24 | $154.0M | $274.4M |
净利润
EBC
VNET
| Q1 26 | $65.3M | — | ||
| Q4 25 | $99.5M | — | ||
| Q3 25 | $106.1M | $-38.7M | ||
| Q2 25 | $100.2M | — | ||
| Q1 25 | $-217.7M | $-2.4M | ||
| Q4 24 | $60.8M | — | ||
| Q3 24 | $-6.2M | $-2.1M | ||
| Q2 24 | $26.3M | $-1.1M |
毛利率
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% |
营业利润率
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 38.9% | 0.5% | ||
| Q2 25 | 41.0% | — | ||
| Q1 25 | -590.9% | 0.1% | ||
| Q4 24 | 33.3% | — | ||
| Q3 24 | -1.6% | 24.5% | ||
| Q2 24 | 24.7% | 0.2% |
净利率
EBC
VNET
| Q1 26 | 22.1% | — | ||
| Q4 25 | 265.6% | — | ||
| Q3 25 | 44.0% | -10.7% | ||
| Q2 25 | 40.9% | — | ||
| Q1 25 | -699.2% | -0.8% | ||
| Q4 24 | 28.1% | — | ||
| Q3 24 | -3.0% | -0.7% | ||
| Q2 24 | 17.1% | -0.4% |
每股收益(稀释后)
EBC
VNET
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.48 | — | ||
| Q3 25 | $0.53 | — | ||
| Q2 25 | $0.50 | — | ||
| Q1 25 | $-1.08 | — | ||
| Q4 24 | $0.29 | — | ||
| Q3 24 | $-0.03 | — | ||
| Q2 24 | $0.16 | — |
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 | $551.7M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $890.8M |
| 总资产 | $30.6B | $6.1B |
| 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
EBC
VNET
| Q1 26 | $551.7M | — | ||
| Q4 25 | $507.6M | — | ||
| Q3 25 | $703.4M | $492.1M | ||
| Q2 25 | $948.3M | — | ||
| Q1 25 | $609.0M | $544.3M | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.7B | $219.5M | ||
| Q2 24 | $1.4B | $247.2M |
总债务
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — |
股东权益
EBC
VNET
| Q1 26 | $4.3B | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $3.8B | $890.8M | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.6B | $927.8M | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.7B | $902.9M | ||
| Q2 24 | $3.0B | $900.6M |
总资产
EBC
VNET
| Q1 26 | $30.6B | — | ||
| Q4 25 | $30.6B | — | ||
| Q3 25 | $25.5B | $6.1B | ||
| Q2 25 | $25.5B | — | ||
| Q1 25 | $25.0B | $5.4B | ||
| Q4 24 | $25.6B | — | ||
| Q3 24 | $25.5B | $4.3B | ||
| Q2 24 | $21.0B | $4.0B |
负债/权益比
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — |
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 | — | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | $432.4M | — | ||
| Q3 25 | $157.1M | $113.8M | ||
| Q2 25 | $123.9M | — | ||
| Q1 25 | $47.3M | $27.0M | ||
| Q4 24 | $283.8M | — | ||
| Q3 24 | $108.3M | $108.3M | ||
| Q2 24 | $54.3M | $55.8M |
自由现金流
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-193.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $-220.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-95.0M | ||
| Q2 24 | — | $-81.6M |
自由现金流率
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -53.2% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -71.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -31.4% | ||
| Q2 24 | — | -29.8% |
资本支出强度
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 84.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 79.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 67.3% | ||
| Q2 24 | — | 50.1% |
现金转化率
EBC
VNET
| Q1 26 | — | — | ||
| Q4 25 | 4.35× | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 4.67× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.06× | — |
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
EBC
| ALLL / total nonperforming loans ("NPLs") | $238.2M | 80% |
| Other | $51.6M | 17% |
| Return on average shareholders' equity | $6.1M | 2% |
VNET
暂无分部数据