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EVgo Inc.（EVGO）与UNIVERSAL DISPLAY CORP \PA\（OLED）财务数据对比。点击上方公司名可切换其他公司
UNIVERSAL DISPLAY CORP \PA\的季度营收约是EVgo Inc.的1.5倍（$172.9M vs $118.5M），UNIVERSAL DISPLAY CORP \PA\净利率更高（38.4% vs -4.1%，领先42.4%），EVgo Inc.同比增速更快（75.5% vs 6.6%），UNIVERSAL DISPLAY CORP \PA\自由现金流更多（$15.1M vs $-38.1M），过去两年EVgo Inc.的营收复合增速更高（46.6% vs 2.3%）
EVgo Inc.是美国知名的电动汽车快充网络运营商，截至2023年8月，公司已布局超过950个充电站点，覆盖美国35个州，旗下充电桩兼容全球各大主流车企的电动汽车。
Universal Display Corporation（股票代码OLED）是有机发光二极管（OLED）技术及材料的研发与生产企业，拥有深厚的技术积累，面向显示、照明两大领域提供相关配套服务，是全球OLED上游产业链的核心供应商之一。
EVGO vs OLED — 直观对比
营收规模更大
OLED
是对方的1.5倍
$118.5M
营收增速更快
EVGO
高出68.9%
6.6%
净利率更高
OLED
高出42.4%
-4.1%
自由现金流更多
OLED
多$53.2M
$-38.1M
两年增速更快
EVGO
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $118.5M | $172.9M |
| 净利润 | $-4.8M | $66.3M |
| 毛利率 | 38.0% | 76.1% |
| 营业利润率 | -10.4% | 38.9% |
| 净利率 | -4.1% | 38.4% |
| 营收同比 | 75.5% | 6.6% |
| 净利润同比 | 61.1% | 44.2% |
| 每股收益（稀释后） | $-0.03 | $1.40 |
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EVGOOLED
| Q4 25 | $118.5M | $172.9M | ||
| Q3 25 | $92.3M | $139.6M | ||
| Q2 25 | $98.0M | $171.8M | ||
| Q1 25 | $75.3M | $166.3M | ||
| Q4 24 | $67.5M | $162.3M | ||
| Q3 24 | $67.5M | $161.6M | ||
| Q2 24 | $66.6M | $158.5M | ||
| Q1 24 | $55.2M | $165.3M |
净利润EVGOOLED
| Q4 25 | $-4.8M | $66.3M | ||
| Q3 25 | $-12.4M | $44.0M | ||
| Q2 25 | $-13.0M | $67.3M | ||
| Q1 25 | $-11.4M | $64.4M | ||
| Q4 24 | $-12.4M | $46.0M | ||
| Q3 24 | $-11.7M | $66.9M | ||
| Q2 24 | $-10.4M | $52.3M | ||
| Q1 24 | $-9.8M | $56.9M |
毛利率EVGOOLED
| Q4 25 | 38.0% | 76.1% | ||
| Q3 25 | 13.6% | 74.6% | ||
| Q2 25 | 14.2% | 77.2% | ||
| Q1 25 | 12.4% | 77.1% | ||
| Q4 24 | 14.5% | 77.0% | ||
| Q3 24 | 9.4% | 77.8% | ||
| Q2 24 | 9.6% | 75.8% | ||
| Q1 24 | 12.4% | 77.6% |
营业利润率EVGOOLED
| Q4 25 | -10.4% | 38.9% | ||
| Q3 25 | -36.9% | 30.9% | ||
| Q2 25 | -31.4% | 39.9% | ||
| Q1 25 | -44.4% | 41.9% | ||
| Q4 24 | -51.9% | 32.3% | ||
| Q3 24 | -47.1% | 41.5% | ||
| Q2 24 | -48.6% | 35.6% | ||
| Q1 24 | -58.7% | 38.0% |
净利率EVGOOLED
| Q4 25 | -4.1% | 38.4% | ||
| Q3 25 | -13.4% | 31.5% | ||
| Q2 25 | -13.3% | 39.2% | ||
| Q1 25 | -15.1% | 38.8% | ||
| Q4 24 | -18.4% | 28.4% | ||
| Q3 24 | -17.3% | 41.4% | ||
| Q2 24 | -15.6% | 33.0% | ||
| Q1 24 | -17.8% | 34.4% |
每股收益（稀释后）EVGOOLED
| Q4 25 | $-0.03 | $1.40 | ||
| Q3 25 | $-0.09 | $0.92 | ||
| Q2 25 | $-0.10 | $1.41 | ||
| Q1 25 | $-0.09 | $1.35 | ||
| Q4 24 | $-0.11 | $0.96 | ||
| Q3 24 | $-0.11 | $1.40 | ||
| Q2 24 | $-0.10 | $1.10 | ||
| Q1 24 | $-0.09 | $1.19 |
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 | $151.0M | $602.4M |
| 总债务越低越好 | $206.5M | — |
| 股东权益账面价值 | $-116.9M | $1.8B |
| 总资产 | $964.8M | $2.0B |
| 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EVGOOLED
| Q4 25 | $151.0M | $602.4M | ||
| Q3 25 | $181.3M | $603.0M | ||
| Q2 25 | $154.5M | $525.2M | ||
| Q1 25 | $150.0M | $571.3M | ||
| Q4 24 | $117.3M | $492.7M | ||
| Q3 24 | $141.9M | $551.6M | ||
| Q2 24 | $162.3M | $530.5M | ||
| Q1 24 | $175.1M | $539.3M |
总债务EVGOOLED
| Q4 25 | $206.5M | — | ||
| Q3 25 | $157.3M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益EVGOOLED
| Q4 25 | $-116.9M | $1.8B | ||
| Q3 25 | $-428.1M | $1.7B | ||
| Q2 25 | $-230.1M | $1.7B | ||
| Q1 25 | $-36.8M | $1.7B | ||
| Q4 24 | $-256.1M | $1.6B | ||
| Q3 24 | $-344.8M | $1.6B | ||
| Q2 24 | $13.6M | $1.5B | ||
| Q1 24 | $25.7M | $1.5B |
总资产EVGOOLED
| Q4 25 | $964.8M | $2.0B | ||
| Q3 25 | $931.8M | $1.9B | ||
| Q2 25 | $864.7M | $1.9B | ||
| Q1 25 | $856.0M | $1.9B | ||
| Q4 24 | $803.8M | $1.8B | ||
| Q3 24 | $791.7M | $1.8B | ||
| Q2 24 | $785.3M | $1.8B | ||
| Q1 24 | $787.5M | $1.7B |
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 | $11.3M | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $-38.1M | $15.1M |
| 自由现金流率自由现金流/营收 | -32.2% | 8.7% |
| 资本支出强度资本支出/营收 | 41.7% | 9.3% |
| 现金转化率经营现金流/净利润 | — | 0.47× |
| 过去12个月自由现金流最近4个季度 | $-124.4M | $154.4M |
8季度趋势，按日历期对齐
经营现金流EVGOOLED
| Q4 25 | $11.3M | $31.1M | ||
| Q3 25 | $-22.8M | $97.2M | ||
| Q2 25 | $14.1M | $51.9M | ||
| Q1 25 | $-10.2M | $30.6M | ||
| Q4 24 | $-12.8M | $34.7M | ||
| Q3 24 | $12.1M | $79.9M | ||
| Q2 24 | $7.6M | $67.0M | ||
| Q1 24 | $-14.1M | $72.2M |
自由现金流EVGOOLED
| Q4 25 | $-38.1M | $15.1M | ||
| Q3 25 | $-49.0M | $84.3M | ||
| Q2 25 | $-12.1M | $37.5M | ||
| Q1 25 | $-25.2M | $17.5M | ||
| Q4 24 | $-36.5M | $22.0M | ||
| Q3 24 | $-13.7M | $66.2M | ||
| Q2 24 | $-16.6M | $57.9M | ||
| Q1 24 | $-35.2M | $65.0M |
自由现金流率EVGOOLED
| Q4 25 | -32.2% | 8.7% | ||
| Q3 25 | -53.1% | 60.4% | ||
| Q2 25 | -12.4% | 21.8% | ||
| Q1 25 | -33.5% | 10.5% | ||
| Q4 24 | -54.1% | 13.6% | ||
| Q3 24 | -20.3% | 41.0% | ||
| Q2 24 | -25.0% | 36.5% | ||
| Q1 24 | -63.7% | 39.3% |
资本支出强度EVGOOLED
| Q4 25 | 41.7% | 9.3% | ||
| Q3 25 | 28.3% | 9.2% | ||
| Q2 25 | 26.7% | 8.4% | ||
| Q1 25 | 19.9% | 7.9% | ||
| Q4 24 | 35.1% | 7.8% | ||
| Q3 24 | 38.3% | 8.4% | ||
| Q2 24 | 36.3% | 5.8% | ||
| Q1 24 | 38.2% | 4.4% |
现金转化率EVGOOLED
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.27× |
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
EVGO
| Charging Network Revenue | $63.6M | 54% |
| Charging Revenue Retail | $35.8M | 30% |
| Charging Revenue Commercial | $9.3M | 8% |
| Charging Revenue Oem | $6.5M | 6% |
| Regulatory Credit Sales | $2.2M | 2% |
OLED
| Material Sales | $95.5M | 55% |
| Other | $72.6M | 42% |
| Contract Research Services | $4.8M | 3% |
