vs
Eversource Energy(ES)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Eversource Energy的1.1倍($3.9B vs $3.4B),Raymond James Financial净利率更高(14.1% vs 12.6%,领先1.5%),Eversource Energy同比增速更快(13.4% vs 13.0%),过去两年Raymond James Financial的营收复合增速更高(1.3% vs 0.6%)
Eversource Energy是位列财富500强的上市能源企业,总部位于美国马萨诸塞州斯普林菲尔德,在康涅狄格州哈特福德、马萨诸塞州波士顿均设有办公据点,旗下多家受监管子公司为康涅狄格、马萨诸塞、新罕布什尔三州约400万用户提供零售电力、天然气及供水服务。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
ES vs RJF — 直观对比
营收规模更大
RJF
是对方的1.1倍
$3.4B
营收增速更快
ES
高出0.4%
13.0%
净利率更高
RJF
高出1.5%
12.6%
两年增速更快
RJF
近两年复合增速
0.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.4B | $3.9B |
| 净利润 | $423.2M | $544.0M |
| 毛利率 | — | — |
| 营业利润率 | 21.1% | — |
| 净利率 | 12.6% | 14.1% |
| 营收同比 | 13.4% | 13.0% |
| 净利润同比 | 468.8% | 10.0% |
| 每股收益(稀释后) | $1.11 | $2.83 |
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
ES
RJF
| Q1 26 | — | $3.9B | ||
| Q4 25 | $3.4B | $4.2B | ||
| Q3 25 | $3.2B | $4.2B | ||
| Q2 25 | $2.8B | $3.8B | ||
| Q1 25 | $4.1B | $3.8B | ||
| Q4 24 | $3.0B | $4.0B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $2.5B | $3.8B |
净利润
ES
RJF
| Q1 26 | — | $544.0M | ||
| Q4 25 | $423.2M | $563.0M | ||
| Q3 25 | $369.4M | $604.0M | ||
| Q2 25 | $354.6M | $436.0M | ||
| Q1 25 | $552.7M | $495.0M | ||
| Q4 24 | $74.4M | $600.0M | ||
| Q3 24 | $-116.2M | $602.0M | ||
| Q2 24 | $337.2M | $492.0M |
营业利润率
ES
RJF
| Q1 26 | — | — | ||
| Q4 25 | 21.1% | — | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 23.4% | 14.7% | ||
| Q1 25 | 22.5% | 17.5% | ||
| Q4 24 | 11.7% | 18.6% | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 23.8% | 17.1% |
净利率
ES
RJF
| Q1 26 | — | 14.1% | ||
| Q4 25 | 12.6% | 13.5% | ||
| Q3 25 | 11.5% | 14.4% | ||
| Q2 25 | 12.5% | 11.3% | ||
| Q1 25 | 13.4% | 12.9% | ||
| Q4 24 | 2.5% | 14.9% | ||
| Q3 24 | -3.8% | 15.0% | ||
| Q2 24 | 13.3% | 13.1% |
每股收益(稀释后)
ES
RJF
| Q1 26 | — | $2.83 | ||
| Q4 25 | $1.11 | $2.79 | ||
| Q3 25 | $0.99 | $2.96 | ||
| Q2 25 | $0.96 | $2.12 | ||
| Q1 25 | $1.50 | $2.36 | ||
| Q4 24 | $0.16 | $2.86 | ||
| Q3 24 | $-0.33 | $2.85 | ||
| Q2 24 | $0.95 | $2.31 |
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 | $135.4M | $5.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $16.2B | $52.0M |
| 总资产 | $63.8B | $91.9B |
| 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
ES
RJF
| Q1 26 | — | $5.4B | ||
| Q4 25 | $135.4M | $9.9B | ||
| Q3 25 | $259.3M | $11.4B | ||
| Q2 25 | $343.7M | $9.2B | ||
| Q1 25 | $111.4M | $9.7B | ||
| Q4 24 | $26.7M | $10.0B | ||
| Q3 24 | $97.9M | $11.0B | ||
| Q2 24 | — | $9.1B |
股东权益
ES
RJF
| Q1 26 | — | $52.0M | ||
| Q4 25 | $16.2B | $12.6B | ||
| Q3 25 | $16.0B | $12.5B | ||
| Q2 25 | $15.7B | $12.3B | ||
| Q1 25 | $15.3B | $12.2B | ||
| Q4 24 | $15.0B | $11.9B | ||
| Q3 24 | $15.0B | $11.7B | ||
| Q2 24 | $14.8B | $11.2B |
总资产
ES
RJF
| Q1 26 | — | $91.9B | ||
| Q4 25 | $63.8B | $88.8B | ||
| Q3 25 | $61.7B | $88.2B | ||
| Q2 25 | $61.0B | $84.8B | ||
| Q1 25 | $60.2B | $83.1B | ||
| Q4 24 | $59.6B | $82.3B | ||
| Q3 24 | $58.6B | $83.0B | ||
| Q2 24 | $58.4B | $80.6B |
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 | $916.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-67.3M | — |
| 自由现金流率自由现金流/营收 | -2.0% | — |
| 资本支出强度资本支出/营收 | 29.2% | — |
| 现金转化率经营现金流/净利润 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $-45.1M | — |
8季度趋势,按日历期对齐
经营现金流
ES
RJF
| Q1 26 | — | — | ||
| Q4 25 | $916.1M | $-10.0M | ||
| Q3 25 | $1.1B | $796.0M | ||
| Q2 25 | $1.1B | $691.0M | ||
| Q1 25 | $1.0B | $117.0M | ||
| Q4 24 | $642.1M | $830.0M | ||
| Q3 24 | $555.6M | $510.0M | ||
| Q2 24 | $670.7M | $711.0M |
自由现金流
ES
RJF
| Q1 26 | — | — | ||
| Q4 25 | $-67.3M | $-56.0M | ||
| Q3 25 | $-26.3M | $752.0M | ||
| Q2 25 | $15.3M | $634.0M | ||
| Q1 25 | $33.2M | $71.0M | ||
| Q4 24 | $-546.5M | $789.0M | ||
| Q3 24 | $-515.4M | $460.0M | ||
| Q2 24 | $-400.8M | $655.0M |
自由现金流率
ES
RJF
| Q1 26 | — | — | ||
| Q4 25 | -2.0% | -1.3% | ||
| Q3 25 | -0.8% | 17.9% | ||
| Q2 25 | 0.5% | 16.5% | ||
| Q1 25 | 0.8% | 1.8% | ||
| Q4 24 | -18.4% | 19.6% | ||
| Q3 24 | -16.8% | 11.5% | ||
| Q2 24 | -15.8% | 17.4% |
资本支出强度
ES
RJF
| Q1 26 | — | — | ||
| Q4 25 | 29.2% | 1.1% | ||
| Q3 25 | 35.0% | 1.1% | ||
| Q2 25 | 36.7% | 1.5% | ||
| Q1 25 | 24.5% | 1.2% | ||
| Q4 24 | 40.0% | 1.0% | ||
| Q3 24 | 35.0% | 1.2% | ||
| Q2 24 | 42.3% | 1.5% |
现金转化率
ES
RJF
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | -0.02× | ||
| Q3 25 | 2.98× | 1.32× | ||
| Q2 25 | 2.98× | 1.58× | ||
| Q1 25 | 1.88× | 0.24× | ||
| Q4 24 | 8.63× | 1.38× | ||
| Q3 24 | — | 0.85× | ||
| Q2 24 | 1.99× | 1.45× |
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
ES
| Residential | $1.2B | 35% |
| Commercial | $789.0M | 23% |
| Eversource Electric Transmission | $573.8M | 17% |
| Wholesale Transmission Revenue | $570.0M | 17% |
| Industrial | $102.6M | 3% |
| Water Distribution Segment | $58.4M | 2% |
| Eversource Water | $56.3M | 2% |
| Other Revenue Adjustmentsfrom Contractswith Customers | $25.9M | 1% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |