vs
EPAM Systems(EPAM)与威德福国际(WFRD)财务数据对比。点击上方公司名可切换其他公司
EPAM Systems的季度营收约是威德福国际的1.2倍($1.4B vs $1.2B),威德福国际净利率更高(9.5% vs 7.8%,领先1.7%),EPAM Systems同比增速更快(12.8% vs -8.3%),EPAM Systems自由现金流更多($268.1M vs $85.0M),过去两年EPAM Systems的营收复合增速更高(9.9% vs -9.5%)
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业,核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块,同时是MACH联盟的创始成员,在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
威德福国际是一家美国跨国油田服务企业,总部位于美国,业务覆盖全球75个国家的油气产区,为油气井的钻探、评估、完井、生产及修井作业提供专业技术设备与相关服务,在全球油田服务领域拥有广泛布局。
EPAM vs WFRD — 直观对比
营收规模更大
EPAM
是对方的1.2倍
$1.2B
营收增速更快
EPAM
高出21.0%
-8.3%
净利率更高
WFRD
高出1.7%
7.8%
自由现金流更多
EPAM
多$183.1M
$85.0M
两年增速更快
EPAM
近两年复合增速
-9.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.2B |
| 净利润 | $109.4M | $109.0M |
| 毛利率 | 30.1% | — |
| 营业利润率 | 10.6% | 10.7% |
| 净利率 | 7.8% | 9.5% |
| 营收同比 | 12.8% | -8.3% |
| 净利润同比 | 5.9% | -21.6% |
| 每股收益(稀释后) | $1.97 | $1.49 |
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
EPAM
WFRD
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B |
净利润
EPAM
WFRD
| Q1 26 | — | $109.0M | ||
| Q4 25 | $109.4M | $138.0M | ||
| Q3 25 | $106.8M | $81.0M | ||
| Q2 25 | $88.0M | $136.0M | ||
| Q1 25 | $73.5M | $76.0M | ||
| Q4 24 | $103.3M | $112.0M | ||
| Q3 24 | $136.3M | $157.0M | ||
| Q2 24 | $98.6M | $125.0M |
毛利率
EPAM
WFRD
| Q1 26 | — | — | ||
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 26.9% | — | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 34.6% | — | ||
| Q2 24 | 29.3% | — |
营业利润率
EPAM
WFRD
| Q1 26 | — | 10.7% | ||
| Q4 25 | 10.6% | 15.4% | ||
| Q3 25 | 10.4% | 14.4% | ||
| Q2 25 | 9.3% | 19.7% | ||
| Q1 25 | 7.6% | 11.9% | ||
| Q4 24 | 10.9% | 14.8% | ||
| Q3 24 | 15.2% | 17.2% | ||
| Q2 24 | 10.5% | 18.8% |
净利率
EPAM
WFRD
| Q1 26 | — | 9.5% | ||
| Q4 25 | 7.8% | 10.7% | ||
| Q3 25 | 7.7% | 6.6% | ||
| Q2 25 | 6.5% | 11.3% | ||
| Q1 25 | 5.6% | 6.4% | ||
| Q4 24 | 8.3% | 8.4% | ||
| Q3 24 | 11.7% | 11.1% | ||
| Q2 24 | 8.6% | 8.9% |
每股收益(稀释后)
EPAM
WFRD
| Q1 26 | — | $1.49 | ||
| Q4 25 | $1.97 | $1.91 | ||
| Q3 25 | $1.91 | $1.12 | ||
| Q2 25 | $1.56 | $1.87 | ||
| Q1 25 | $1.28 | $1.03 | ||
| Q4 24 | $1.80 | $1.53 | ||
| Q3 24 | $2.37 | $2.06 | ||
| Q2 24 | $1.70 | $1.66 |
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 | $1.3B | $1.0B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $3.7B | $1.8B |
| 总资产 | $4.9B | — |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势,按日历期对齐
现金及短期投资
EPAM
WFRD
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.3B | $987.0M | ||
| Q3 25 | $1.2B | $967.0M | ||
| Q2 25 | $1.0B | $943.0M | ||
| Q1 25 | $1.2B | $873.0M | ||
| Q4 24 | $1.3B | $916.0M | ||
| Q3 24 | $2.1B | $920.0M | ||
| Q2 24 | $1.8B | $862.0M |
总债务
EPAM
WFRD
| Q1 26 | — | $1.5B | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
股东权益
EPAM
WFRD
| Q1 26 | — | $1.8B | ||
| Q4 25 | $3.7B | $1.7B | ||
| Q3 25 | $3.7B | $1.6B | ||
| Q2 25 | $3.7B | $1.5B | ||
| Q1 25 | $3.6B | $1.4B | ||
| Q4 24 | $3.6B | $1.3B | ||
| Q3 24 | $3.6B | $1.3B | ||
| Q2 24 | $3.4B | $1.2B |
总资产
EPAM
WFRD
| Q1 26 | — | — | ||
| Q4 25 | $4.9B | $5.2B | ||
| Q3 25 | $4.8B | $5.3B | ||
| Q2 25 | $4.7B | $5.1B | ||
| Q1 25 | $4.7B | $5.1B | ||
| Q4 24 | $4.8B | $5.2B | ||
| Q3 24 | $4.5B | $5.2B | ||
| Q2 24 | $4.2B | $5.1B |
负债/权益比
EPAM
WFRD
| Q1 26 | — | 0.84× | ||
| Q4 25 | — | 0.86× | ||
| Q3 25 | — | 0.94× | ||
| Q2 25 | — | 1.04× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.33× |
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 | $282.9M | $136.0M |
| 自由现金流经营现金流 - 资本支出 | $268.1M | $85.0M |
| 自由现金流率自由现金流/营收 | 19.0% | 7.4% |
| 资本支出强度资本支出/营收 | 1.1% | 4.7% |
| 现金转化率经营现金流/净利润 | 2.59× | 1.25× |
| 过去12个月自由现金流最近4个季度 | $612.7M | $470.0M |
8季度趋势,按日历期对齐
经营现金流
EPAM
WFRD
| Q1 26 | — | $136.0M | ||
| Q4 25 | $282.9M | $268.0M | ||
| Q3 25 | $294.7M | $138.0M | ||
| Q2 25 | $53.2M | $128.0M | ||
| Q1 25 | $24.2M | $142.0M | ||
| Q4 24 | $130.3M | $249.0M | ||
| Q3 24 | $242.0M | $262.0M | ||
| Q2 24 | $57.0M | $150.0M |
自由现金流
EPAM
WFRD
| Q1 26 | — | $85.0M | ||
| Q4 25 | $268.1M | $217.0M | ||
| Q3 25 | $286.4M | $94.0M | ||
| Q2 25 | $43.4M | $74.0M | ||
| Q1 25 | $14.8M | $65.0M | ||
| Q4 24 | $114.5M | $149.0M | ||
| Q3 24 | $237.0M | $184.0M | ||
| Q2 24 | $52.3M | $88.0M |
自由现金流率
EPAM
WFRD
| Q1 26 | — | 7.4% | ||
| Q4 25 | 19.0% | 16.8% | ||
| Q3 25 | 20.5% | 7.6% | ||
| Q2 25 | 3.2% | 6.1% | ||
| Q1 25 | 1.1% | 5.4% | ||
| Q4 24 | 9.2% | 11.1% | ||
| Q3 24 | 20.3% | 13.1% | ||
| Q2 24 | 4.6% | 6.3% |
资本支出强度
EPAM
WFRD
| Q1 26 | — | 4.7% | ||
| Q4 25 | 1.1% | 4.0% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.7% | 4.5% | ||
| Q1 25 | 0.7% | 6.5% | ||
| Q4 24 | 1.3% | 7.5% | ||
| Q3 24 | 0.4% | 5.5% | ||
| Q2 24 | 0.4% | 4.4% |
现金转化率
EPAM
WFRD
| Q1 26 | — | 1.25× | ||
| Q4 25 | 2.59× | 1.94× | ||
| Q3 25 | 2.76× | 1.70× | ||
| Q2 25 | 0.60× | 0.94× | ||
| Q1 25 | 0.33× | 1.87× | ||
| Q4 24 | 1.26× | 2.22× | ||
| Q3 24 | 1.77× | 1.67× | ||
| Q2 24 | 0.58× | 1.20× |
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
EPAM
暂无分部数据
WFRD
| Middle East/North Africa/Asia | $556.0M | 48% |
| Other | $360.0M | 31% |
| Europe/Sub-Sahara Africa/Russia | $236.0M | 20% |