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Everest Group（EG）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
Everest Group的季度营收约是西部数据的1.5倍（$4.4B vs $3.0B），西部数据净利率更高（61.1% vs 10.1%，领先51.0%），西部数据同比增速更快（31.5% vs -4.6%），过去两年Everest Group的营收复合增速更高（3.4% vs -6.6%）
Everest Group是全球领先的再保险及保险服务提供商，业务覆盖全球100余个国家和地区，面向商业机构与个人客户提供财产、意外伤害、特种保险及人寿保险等多元化产品，具备成熟的风险管理能力与深厚的行业积淀。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
EG vs WDC — 直观对比
营收规模更大
EG
是对方的1.5倍
$3.0B
营收增速更快
WDC
高出36.1%
-4.6%
净利率更高
WDC
高出51.0%
10.1%
两年增速更快
EG
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.4B | $3.0B |
| 净利润 | $446.0M | $1.8B |
| 毛利率 | — | 45.7% |
| 营业利润率 | 12.5% | 30.1% |
| 净利率 | 10.1% | 61.1% |
| 营收同比 | -4.6% | 31.5% |
| 净利润同比 | 175.2% | 254.2% |
| 每股收益（稀释后） | $10.71 | $4.73 |
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EGWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.4B | $2.8B | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.5B | $-1.2B | ||
| Q1 25 | $4.3B | $2.3B | ||
| Q4 24 | $4.6B | $4.3B | ||
| Q3 24 | $4.3B | $4.1B | ||
| Q2 24 | $4.2B | $3.8B |
净利润EGWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $446.0M | $1.2B | ||
| Q3 25 | $255.0M | — | ||
| Q2 25 | $680.0M | $282.0M | ||
| Q1 25 | $210.0M | $520.0M | ||
| Q4 24 | $-593.0M | $594.0M | ||
| Q3 24 | $509.0M | $493.0M | ||
| Q2 24 | $724.0M | $39.0M |
毛利率EGWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 35.9% |
营业利润率EGWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 12.5% | 28.1% | ||
| Q3 25 | 6.2% | — | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 5.8% | 33.1% | ||
| Q4 24 | -16.1% | 19.9% | ||
| Q3 24 | 13.5% | 18.1% | ||
| Q2 24 | 19.7% | 5.7% |
净利率EGWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 10.1% | 41.9% | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 15.1% | -24.4% | ||
| Q1 25 | 4.9% | 22.7% | ||
| Q4 24 | -12.8% | 13.9% | ||
| Q3 24 | 11.9% | 12.0% | ||
| Q2 24 | 17.1% | 1.0% |
每股收益（稀释后）EGWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $10.71 | $3.07 | ||
| Q3 25 | $6.09 | — | ||
| Q2 25 | $16.10 | $0.72 | ||
| Q1 25 | $4.90 | $1.42 | ||
| Q4 24 | $-13.59 | $1.63 | ||
| Q3 24 | $11.80 | $1.35 | ||
| Q2 24 | $16.70 | $0.15 |
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 | — | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $15.5B | $7.1B |
| 总资产 | $62.5B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资EGWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $662.0M | $2.3B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.9B |
总债务EGWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B |
股东权益EGWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $15.5B | $5.9B | ||
| Q3 25 | $15.4B | — | ||
| Q2 25 | $15.0B | $5.3B | ||
| Q1 25 | $14.1B | $5.2B | ||
| Q4 24 | $13.9B | $12.1B | ||
| Q3 24 | $15.3B | $11.6B | ||
| Q2 24 | $14.2B | $10.8B |
总资产EGWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $62.5B | $14.4B | ||
| Q3 25 | $62.2B | — | ||
| Q2 25 | $60.5B | $14.0B | ||
| Q1 25 | $58.1B | $16.4B | ||
| Q4 24 | $56.3B | $25.5B | ||
| Q3 24 | $55.9B | $24.8B | ||
| Q2 24 | $52.6B | $24.2B |
负债/权益比EGWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.69× |
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 | $-398.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -0.89× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流EGWDC
| Q1 26 | — | — | ||
| Q4 25 | $-398.0M | $672.0M | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.1B | $746.0M | ||
| Q1 25 | $928.0M | $508.0M | ||
| Q4 24 | $780.0M | $403.0M | ||
| Q3 24 | $1.7B | $34.0M | ||
| Q2 24 | $1.3B | $366.0M |
自由现金流EGWDC
| Q1 26 | — | — | ||
| Q4 25 | — | $599.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $675.0M | ||
| Q1 25 | — | $379.0M | ||
| Q4 24 | — | $287.0M | ||
| Q3 24 | — | $-62.0M | ||
| Q2 24 | — | $250.0M |
自由现金流率EGWDC
| Q1 26 | — | — | ||
| Q4 25 | — | 21.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -58.5% | ||
| Q1 25 | — | 16.5% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | -1.5% | ||
| Q2 24 | — | 6.6% |
资本支出强度EGWDC
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -6.2% | ||
| Q1 25 | — | 5.6% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 3.1% |
现金转化率EGWDC
| Q1 26 | — | — | ||
| Q4 25 | -0.89× | 0.57× | ||
| Q3 25 | 5.72× | — | ||
| Q2 25 | 1.59× | 2.65× | ||
| Q1 25 | 4.42× | 0.98× | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | 3.41× | 0.07× | ||
| Q2 24 | 1.85× | 9.38× |
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
EG
| Insurance | $3.7B | 84% |
| Other | $705.0M | 16% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
