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Entergy(ETR)与Wabtec(WAB)财务数据对比。点击上方公司名可切换其他公司
Entergy的季度营收约是Wabtec的1.0倍($3.0B vs $3.0B),Wabtec净利率更高(12.3% vs 8.1%,领先4.2%),Wabtec同比增速更快(13.0% vs 7.9%),过去两年Wabtec的营收复合增速更高(5.6% vs 2.9%)
Entergy是美国能源企业,主营电力生产及零售配送业务,服务覆盖美国南部腹地,总部设于路易斯安那州新奥尔良。公司为阿肯色、路易斯安那、密西西比、得克萨斯四州共300万用户供电,发电装机容量约24000兆瓦,年营收110亿美元,员工规模超12000人。
西屋空气制动技术公司(通称Wabtec)是美国知名轨道交通设备企业,1999年由西屋空气制动公司(WABCO)与动力设备厂商MotivePower合并组建,总部设于宾夕法尼亚州匹兹堡,在全球轨交制动系统、牵引动力设备等领域拥有领先的技术实力与市场份额。
ETR vs WAB — 直观对比
营收规模更大
ETR
是对方的1.0倍
$3.0B
营收增速更快
WAB
高出5.1%
7.9%
净利率更高
WAB
高出4.2%
8.1%
两年增速更快
WAB
近两年复合增速
2.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.0B | $3.0B |
| 净利润 | $240.5M | $363.0M |
| 毛利率 | — | 36.0% |
| 营业利润率 | 18.4% | 17.5% |
| 净利率 | 8.1% | 12.3% |
| 营收同比 | 7.9% | 13.0% |
| 净利润同比 | -16.2% | 11.0% |
| 每股收益(稀释后) | $0.51 | $2.12 |
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
ETR
WAB
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.0B | $3.0B | ||
| Q3 25 | $3.8B | $2.9B | ||
| Q2 25 | $3.3B | $2.7B | ||
| Q1 25 | $2.8B | $2.6B | ||
| Q4 24 | $2.7B | $2.6B | ||
| Q3 24 | $3.4B | $2.7B | ||
| Q2 24 | $3.0B | $2.6B |
净利润
ETR
WAB
| Q1 26 | — | $363.0M | ||
| Q4 25 | $240.5M | $202.0M | ||
| Q3 25 | $698.4M | $310.0M | ||
| Q2 25 | $472.0M | $336.0M | ||
| Q1 25 | $362.4M | $322.0M | ||
| Q4 24 | $287.2M | $212.0M | ||
| Q3 24 | $645.8M | $283.0M | ||
| Q2 24 | $51.7M | $289.0M |
毛利率
ETR
WAB
| Q1 26 | — | 36.0% | ||
| Q4 25 | — | 32.6% | ||
| Q3 25 | — | 34.7% | ||
| Q2 25 | — | 34.7% | ||
| Q1 25 | — | 34.5% | ||
| Q4 24 | — | 30.9% | ||
| Q3 24 | — | 33.0% | ||
| Q2 24 | — | 33.1% |
营业利润率
ETR
WAB
| Q1 26 | — | 17.5% | ||
| Q4 25 | 18.4% | 12.0% | ||
| Q3 25 | 29.4% | 17.0% | ||
| Q2 25 | 25.2% | 17.4% | ||
| Q1 25 | 24.6% | 18.2% | ||
| Q4 24 | 24.4% | 12.9% | ||
| Q3 24 | 33.2% | 16.3% | ||
| Q2 24 | 20.9% | 16.3% |
净利率
ETR
WAB
| Q1 26 | — | 12.3% | ||
| Q4 25 | 8.1% | 6.8% | ||
| Q3 25 | 18.3% | 10.7% | ||
| Q2 25 | 14.2% | 12.4% | ||
| Q1 25 | 12.7% | 12.3% | ||
| Q4 24 | 10.5% | 8.2% | ||
| Q3 24 | 19.1% | 10.6% | ||
| Q2 24 | 1.8% | 10.9% |
每股收益(稀释后)
ETR
WAB
| Q1 26 | — | $2.12 | ||
| Q4 25 | $0.51 | $1.18 | ||
| Q3 25 | $1.53 | $1.81 | ||
| Q2 25 | $1.05 | $1.96 | ||
| Q1 25 | $0.82 | $1.88 | ||
| Q4 24 | $0.66 | $1.24 | ||
| Q3 24 | $1.50 | $1.63 | ||
| Q2 24 | $0.11 | $1.64 |
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 | $1.9B | — |
| 总债务越低越好 | $30.3B | $4.7B |
| 股东权益账面价值 | $16.9B | $11.1B |
| 总资产 | $71.9B | $23.2B |
| 负债/权益比越低杠杆越低 | 1.79× | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
ETR
WAB
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $859.7M | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — |
总债务
ETR
WAB
| Q1 26 | — | $4.7B | ||
| Q4 25 | $30.3B | $5.5B | ||
| Q3 25 | $29.0B | $5.3B | ||
| Q2 25 | $29.9B | $4.8B | ||
| Q1 25 | $29.6B | $4.0B | ||
| Q4 24 | $28.0B | $4.0B | ||
| Q3 24 | $27.9B | $4.0B | ||
| Q2 24 | $27.8B | $4.0B |
股东权益
ETR
WAB
| Q1 26 | — | $11.1B | ||
| Q4 25 | $16.9B | $11.1B | ||
| Q3 25 | $16.7B | $11.0B | ||
| Q2 25 | $16.2B | $10.8B | ||
| Q1 25 | $15.2B | $10.4B | ||
| Q4 24 | $15.1B | $10.1B | ||
| Q3 24 | $15.0B | $10.3B | ||
| Q2 24 | $14.6B | $10.5B |
总资产
ETR
WAB
| Q1 26 | — | $23.2B | ||
| Q4 25 | $71.9B | $22.1B | ||
| Q3 25 | $69.8B | $21.5B | ||
| Q2 25 | $68.4B | $20.4B | ||
| Q1 25 | $66.6B | $19.1B | ||
| Q4 24 | $64.8B | $18.7B | ||
| Q3 24 | $64.5B | $18.6B | ||
| Q2 24 | $62.8B | $18.9B |
负债/权益比
ETR
WAB
| Q1 26 | — | 0.42× | ||
| Q4 25 | 1.79× | 0.50× | ||
| Q3 25 | 1.74× | 0.48× | ||
| Q2 25 | 1.85× | 0.44× | ||
| Q1 25 | 1.95× | 0.39× | ||
| Q4 24 | 1.86× | 0.39× | ||
| Q3 24 | 1.85× | 0.39× | ||
| Q2 24 | 1.91× | 0.38× |
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 | $1.2B | $199.0M |
| 自由现金流经营现金流 - 资本支出 | $-909.7M | — |
| 自由现金流率自由现金流/营收 | -30.7% | — |
| 资本支出强度资本支出/营收 | 71.9% | — |
| 现金转化率经营现金流/净利润 | 5.06× | 0.55× |
| 过去12个月自由现金流最近4个季度 | $-2.5B | — |
8季度趋势,按日历期对齐
经营现金流
ETR
WAB
| Q1 26 | — | $199.0M | ||
| Q4 25 | $1.2B | $992.0M | ||
| Q3 25 | $2.1B | $367.0M | ||
| Q2 25 | $1.3B | $209.0M | ||
| Q1 25 | $536.2M | $191.0M | ||
| Q4 24 | $1.4B | $723.0M | ||
| Q3 24 | $1.6B | $542.0M | ||
| Q2 24 | $1.0B | $235.0M |
自由现金流
ETR
WAB
| Q1 26 | — | — | ||
| Q4 25 | $-909.7M | $870.0M | ||
| Q3 25 | $246.0M | $312.0M | ||
| Q2 25 | $-746.6M | $170.0M | ||
| Q1 25 | $-1.1B | $147.0M | ||
| Q4 24 | $-193.8M | $639.0M | ||
| Q3 24 | $421.8M | $496.0M | ||
| Q2 24 | $-137.8M | $189.0M |
自由现金流率
ETR
WAB
| Q1 26 | — | — | ||
| Q4 25 | -30.7% | 29.3% | ||
| Q3 25 | 6.5% | 10.8% | ||
| Q2 25 | -22.4% | 6.3% | ||
| Q1 25 | -39.5% | 5.6% | ||
| Q4 24 | -7.1% | 24.7% | ||
| Q3 24 | 12.4% | 18.6% | ||
| Q2 24 | -4.7% | 7.1% |
资本支出强度
ETR
WAB
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | 4.1% | ||
| Q3 25 | 49.5% | 1.9% | ||
| Q2 25 | 60.3% | 1.4% | ||
| Q1 25 | 58.3% | 1.7% | ||
| Q4 24 | 57.4% | 3.3% | ||
| Q3 24 | 33.7% | 1.7% | ||
| Q2 24 | 39.4% | 1.7% |
现金转化率
ETR
WAB
| Q1 26 | — | 0.55× | ||
| Q4 25 | 5.06× | 4.91× | ||
| Q3 25 | 3.06× | 1.18× | ||
| Q2 25 | 2.67× | 0.62× | ||
| Q1 25 | 1.48× | 0.59× | ||
| Q4 24 | 4.80× | 3.41× | ||
| Q3 24 | 2.42× | 1.92× | ||
| Q2 24 | 19.82× | 0.81× |
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
ETR
| Electricity Us Regulated | $2.9B | 100% |
| Other | $13.7M | 0% |
WAB
暂无分部数据