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亿客行集团（EXPE）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
亿客行集团的季度营收约是西部数据的1.2倍（$3.5B vs $3.0B），西部数据净利率更高（61.1% vs 5.8%，领先55.3%），西部数据同比增速更快（31.5% vs 18.7%），过去两年亿客行集团的营收复合增速更高（-0.2% vs -6.6%）
亿客行集团是总部位于美国西雅图的在线旅游服务商，旗下旅行预订平台Expedia于1996年由微软推出。用户可通过其官方网站及移动应用预订机票、酒店、租车、邮轮、特色活动及度假短租等产品，为全球消费者提供便捷的一站式旅行服务解决方案。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
EXPE vs WDC — 直观对比
营收规模更大
EXPE
是对方的1.2倍
$3.0B
营收增速更快
WDC
高出12.8%
18.7%
净利率更高
WDC
高出55.3%
5.8%
两年增速更快
EXPE
近两年复合增速
-6.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $3.0B |
| 净利润 | $205.0M | $1.8B |
| 毛利率 | — | 45.7% |
| 营业利润率 | 11.8% | 30.1% |
| 净利率 | 5.8% | 61.1% |
| 营收同比 | 18.7% | 31.5% |
| 净利润同比 | 202.5% | 254.2% |
| 每股收益（稀释后） | $1.56 | $4.73 |
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EXPEWDC
| Q1 26 | $3.5B | $3.0B | ||
| Q4 25 | $3.5B | $2.8B | ||
| Q3 25 | $4.4B | — | ||
| Q2 25 | $3.8B | $-1.2B | ||
| Q1 25 | $3.0B | $2.3B | ||
| Q4 24 | $3.2B | $4.3B | ||
| Q3 24 | $4.1B | $4.1B | ||
| Q2 24 | $3.6B | $3.8B |
净利润EXPEWDC
| Q1 26 | $205.0M | $1.8B | ||
| Q4 25 | $205.0M | $1.2B | ||
| Q3 25 | $959.0M | — | ||
| Q2 25 | $330.0M | $282.0M | ||
| Q1 25 | $-200.0M | $520.0M | ||
| Q4 24 | $299.0M | $594.0M | ||
| Q3 24 | $684.0M | $493.0M | ||
| Q2 24 | $386.0M | $39.0M |
毛利率EXPEWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 35.9% |
营业利润率EXPEWDC
| Q1 26 | 11.8% | 30.1% | ||
| Q4 25 | 11.8% | 28.1% | ||
| Q3 25 | 23.5% | — | ||
| Q2 25 | 12.8% | — | ||
| Q1 25 | -2.3% | 33.1% | ||
| Q4 24 | 6.8% | 19.9% | ||
| Q3 24 | 18.8% | 18.1% | ||
| Q2 24 | 12.7% | 5.7% |
净利率EXPEWDC
| Q1 26 | 5.8% | 61.1% | ||
| Q4 25 | 5.8% | 41.9% | ||
| Q3 25 | 21.7% | — | ||
| Q2 25 | 8.7% | -24.4% | ||
| Q1 25 | -6.7% | 22.7% | ||
| Q4 24 | 9.4% | 13.9% | ||
| Q3 24 | 16.8% | 12.0% | ||
| Q2 24 | 10.8% | 1.0% |
每股收益（稀释后）EXPEWDC
| Q1 26 | $1.56 | $4.73 | ||
| Q4 25 | $1.56 | $3.07 | ||
| Q3 25 | $7.33 | — | ||
| Q2 25 | $2.48 | $0.72 | ||
| Q1 25 | $-1.56 | $1.42 | ||
| Q4 24 | $2.10 | $1.63 | ||
| Q3 24 | $5.04 | $1.35 | ||
| Q2 24 | $2.80 | $0.15 |
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 | $5.7B | $2.0B |
| 总债务越低越好 | $6.2B | $4.7B |
| 股东权益账面价值 | $1.3B | $7.1B |
| 总资产 | $24.5B | $15.6B |
| 负债/权益比越低杠杆越低 | 4.80× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资EXPEWDC
| Q1 26 | $5.7B | $2.0B | ||
| Q4 25 | $5.7B | $2.0B | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.7B | $2.1B | ||
| Q1 25 | $6.1B | $3.5B | ||
| Q4 24 | $4.5B | $2.3B | ||
| Q3 24 | $4.9B | $1.7B | ||
| Q2 24 | $6.3B | $1.9B |
总债务EXPEWDC
| Q1 26 | $6.2B | $4.7B | ||
| Q4 25 | $6.2B | $4.7B | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.2B | $4.7B | ||
| Q1 25 | $6.2B | $7.3B | ||
| Q4 24 | $6.3B | $7.4B | ||
| Q3 24 | $6.3B | $7.4B | ||
| Q2 24 | $6.3B | $7.4B |
股东权益EXPEWDC
| Q1 26 | $1.3B | $7.1B | ||
| Q4 25 | $1.3B | $5.9B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $836.0M | $5.3B | ||
| Q1 25 | $1.1B | $5.2B | ||
| Q4 24 | $1.6B | $12.1B | ||
| Q3 24 | $1.3B | $11.6B | ||
| Q2 24 | $889.0M | $10.8B |
总资产EXPEWDC
| Q1 26 | $24.5B | $15.6B | ||
| Q4 25 | $24.5B | $14.4B | ||
| Q3 25 | $25.1B | — | ||
| Q2 25 | $27.0B | $14.0B | ||
| Q1 25 | $26.1B | $16.4B | ||
| Q4 24 | $22.4B | $25.5B | ||
| Q3 24 | $23.4B | $24.8B | ||
| Q2 24 | $25.9B | $24.2B |
负债/权益比EXPEWDC
| Q1 26 | 4.80× | 0.65× | ||
| Q4 25 | 4.80× | 0.80× | ||
| Q3 25 | 4.65× | — | ||
| Q2 25 | 7.43× | 0.89× | ||
| Q1 25 | 5.79× | 1.42× | ||
| Q4 24 | 4.02× | 0.61× | ||
| Q3 24 | 4.74× | 0.64× | ||
| Q2 24 | 7.04× | 0.69× |
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
EXPE
暂无分部数据
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
