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Enlight Renewable Energy Ltd.(ENLT)与Southern Company(SO)财务数据对比。点击上方公司名可切换其他公司
Southern Company的季度营收约是Enlight Renewable Energy Ltd.的63.8倍($7.0B vs $109.5M)
Enlight Renewable Energy是总部位于以色列的上市企业,核心业务为开发、建设及运营太阳能、风力发电设施,同时布局大型储能项目、以及融合农业用地利用与光伏发电的农光互补项目。公司2023年2月完成美国IPO,目前在特拉维夫证券交易所和纳斯达克挂牌交易,股票代码ENLT。
Southern Company是美国燃气电力公用事业控股企业,总部位于佐治亚州亚特兰大,在阿拉巴马州伯明翰设有行政办公室。截至2021年按用户规模计为美国第二大公用事业公司,旗下子公司覆盖6个州,为900万燃气及电力用户提供服务,供电区域达12万平方英里。
ENLT vs SO — 直观对比
营收规模更大
SO
是对方的63.8倍
$109.5M
损益表 — Q3 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $109.5M | $7.0B |
| 净利润 | — | $341.0M |
| 毛利率 | — | — |
| 营业利润率 | 60.1% | 13.1% |
| 净利率 | — | 4.9% |
| 营收同比 | — | 10.1% |
| 净利润同比 | — | -26.8% |
| 每股收益(稀释后) | $123305879.00 | $0.38 |
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
ENLT
SO
| Q4 25 | $109.5M | $7.0B | ||
| Q3 25 | — | $7.8B | ||
| Q2 25 | $84.7M | $7.0B | ||
| Q1 25 | $90.4M | $7.8B | ||
| Q4 24 | $73.8M | $6.3B | ||
| Q3 24 | $58.3M | $7.3B | ||
| Q2 24 | $52.6M | $6.5B | ||
| Q1 24 | $71.0M | $6.6B |
净利润
ENLT
SO
| Q4 25 | — | $341.0M | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $880.0M | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $466.0M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.1B |
毛利率
ENLT
SO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 48.9% | — | ||
| Q2 24 | 55.5% | — | ||
| Q1 24 | 67.6% | — |
营业利润率
ENLT
SO
| Q4 25 | 60.1% | 13.1% | ||
| Q3 25 | — | 33.2% | ||
| Q2 25 | 41.2% | 25.3% | ||
| Q1 25 | 47.4% | 25.9% | ||
| Q4 24 | 58.1% | 16.7% | ||
| Q3 24 | 73.2% | 32.6% | ||
| Q2 24 | 63.7% | 30.0% | ||
| Q1 24 | 55.0% | 25.6% |
净利率
ENLT
SO
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | 12.6% | ||
| Q1 25 | — | 16.3% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 16.1% |
每股收益(稀释后)
ENLT
SO
| Q4 25 | $123305879.00 | $0.38 | ||
| Q3 25 | — | $1.54 | ||
| Q2 25 | $125866004.00 | $0.79 | ||
| Q1 25 | $122889909.00 | $1.21 | ||
| Q4 24 | — | $0.48 | ||
| Q3 24 | $125866004.00 | $1.39 | ||
| Q2 24 | $125873060.00 | $1.09 | ||
| Q1 24 | $117820495.00 | $1.03 |
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 | — | $1.6B |
| 总债务越低越好 | — | $65.6B |
| 股东权益账面价值 | — | $36.0B |
| 总资产 | — | $155.7B |
| 负债/权益比越低杠杆越低 | — | 1.82× |
8季度趋势,按日历期对齐
现金及短期投资
ENLT
SO
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $3.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $387.4M | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $713.0M |
总债务
ENLT
SO
| Q4 25 | — | $65.6B | ||
| Q3 25 | — | $64.6B | ||
| Q2 25 | — | $63.0B | ||
| Q1 25 | — | $62.9B | ||
| Q4 24 | — | $58.8B | ||
| Q3 24 | — | $61.3B | ||
| Q2 24 | — | $59.9B | ||
| Q1 24 | — | $59.4B |
股东权益
ENLT
SO
| Q4 25 | — | $36.0B | ||
| Q3 25 | — | $38.3B | ||
| Q2 25 | — | $37.3B | ||
| Q1 25 | — | $37.2B | ||
| Q4 24 | $1.4B | $33.2B | ||
| Q3 24 | — | $36.9B | ||
| Q2 24 | — | $36.1B | ||
| Q1 24 | — | $35.6B |
总资产
ENLT
SO
| Q4 25 | — | $155.7B | ||
| Q3 25 | — | $153.2B | ||
| Q2 25 | — | $148.9B | ||
| Q1 25 | — | $148.1B | ||
| Q4 24 | $5.5B | $145.2B | ||
| Q3 24 | — | $144.0B | ||
| Q2 24 | — | $141.9B | ||
| Q1 24 | — | $140.1B |
负债/权益比
ENLT
SO
| Q4 25 | — | 1.82× | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | — | 1.77× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 1.66× | ||
| Q1 24 | — | 1.67× |
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 | — | $2.6B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.7B |
| 自由现金流率自由现金流/营收 | — | -24.2% |
| 资本支出强度资本支出/营收 | — | 61.4% |
| 现金转化率经营现金流/净利润 | — | 7.62× |
| 过去12个月自由现金流最近4个季度 | — | $-2.9B |
8季度趋势,按日历期对齐
经营现金流
ENLT
SO
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $255.3M | $2.2B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $2.7B | ||
| Q1 24 | — | $1.3B |
自由现金流
ENLT
SO
| Q4 25 | — | $-1.7B | ||
| Q3 25 | — | $559.0M | ||
| Q2 25 | — | $-619.0M | ||
| Q1 25 | — | $-1.2B | ||
| Q4 24 | — | $-576.0M | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $563.0M | ||
| Q1 24 | — | $-459.0M |
自由现金流率
ENLT
SO
| Q4 25 | — | -24.2% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | -8.9% | ||
| Q1 25 | — | -15.3% | ||
| Q4 24 | — | -9.1% | ||
| Q3 24 | — | 17.9% | ||
| Q2 24 | — | 8.7% | ||
| Q1 24 | — | -6.9% |
资本支出强度
ENLT
SO
| Q4 25 | — | 61.4% | ||
| Q3 25 | — | 41.1% | ||
| Q2 25 | — | 40.2% | ||
| Q1 25 | — | 31.3% | ||
| Q4 24 | — | 43.4% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 32.9% | ||
| Q1 24 | — | 26.6% |
现金转化率
ENLT
SO
| Q4 25 | — | 7.62× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 4.66× | ||
| Q3 24 | — | 2.36× | ||
| Q2 24 | — | 2.23× | ||
| Q1 24 | — | 1.22× |
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
ENLT
| Segment adjusted EBITDA | $99.7M | 91% |
| Tax benefits | $10.1M | 9% |
SO
| Other | $3.9B | 57% |
| Retail Electric Commercial | $1.6B | 23% |
| Natural Gas Distribution Residential | $689.0M | 10% |
| Natural Gas Distribution Transportation | $371.0M | 5% |
| Wholesale Non Affiliates | $123.0M | 2% |
| Natural Gas Distribution Other | $76.0M | 1% |
| Wholesale Electric Non PPA Revenues | $62.0M | 1% |
| Wholesale Affiliates | $55.0M | 1% |
| Retail Electric Other | $31.0M | 0% |
| Alternative Energy | $20.0M | 0% |
| Natural Gas Distribution Industrial | $15.0M | 0% |