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自由港麦克莫兰（FCX）与宣伟（SHW）财务数据对比。点击上方公司名可切换其他公司
宣伟的季度营收约是自由港麦克莫兰的1.1倍（$5.7B vs $5.3B），自由港麦克莫兰净利率更高（10.7% vs 9.4%，领先1.3%），宣伟同比增速更快（6.8% vs -10.4%），过去两年宣伟的营收复合增速更高（-4.9% vs -7.9%）
自由港麦克莫兰是总部位于美国亚利桑那州凤凰城的矿业企业，是全球最大的钼生产商、主要铜生产商之一，运营着坐落于印度尼西亚巴布亚省的世界最大金矿格拉斯伯格矿。
宣伟是总部位于美国俄亥俄州克利夫兰的涂料企业，主要从事涂料、地坪覆盖材料及相关产品的生产、分销与销售业务，业务覆盖全球超过120个国家，截至2024年按营收计为全球规模最大的涂料企业。
FCX vs SHW — 直观对比
营收规模更大
SHW
是对方的1.1倍
$5.3B
营收增速更快
SHW
高出17.2%
-10.4%
净利率更高
FCX
高出1.3%
9.4%
两年增速更快
SHW
近两年复合增速
-7.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $5.7B |
| 净利润 | $565.0M | $534.7M |
| 毛利率 | 12.4% | 49.1% |
| 营业利润率 | 15.4% | — |
| 净利率 | 10.7% | 9.4% |
| 营收同比 | -10.4% | 6.8% |
| 净利润同比 | -21.6% | 6.1% |
| 每股收益（稀释后） | — | $2.15 |
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FCXSHW
| Q1 26 | — | $5.7B | ||
| Q4 25 | $5.3B | $5.6B | ||
| Q3 25 | $6.8B | $6.4B | ||
| Q2 25 | $7.5B | $6.3B | ||
| Q1 25 | $5.6B | $5.3B | ||
| Q4 24 | $5.9B | $5.3B | ||
| Q3 24 | $6.7B | $6.2B | ||
| Q2 24 | $6.4B | $6.3B |
净利润FCXSHW
| Q1 26 | — | $534.7M | ||
| Q4 25 | $565.0M | $476.8M | ||
| Q3 25 | $1.2B | $833.1M | ||
| Q2 25 | $1.5B | $754.7M | ||
| Q1 25 | $793.0M | $503.9M | ||
| Q4 24 | $721.0M | $480.1M | ||
| Q3 24 | $1.2B | $806.2M | ||
| Q2 24 | $1.3B | $889.9M |
毛利率FCXSHW
| Q1 26 | — | 49.1% | ||
| Q4 25 | 12.4% | 48.5% | ||
| Q3 25 | 29.2% | 49.2% | ||
| Q2 25 | 34.2% | 49.4% | ||
| Q1 25 | 24.3% | 48.2% | ||
| Q4 24 | 27.0% | 48.6% | ||
| Q3 24 | 30.0% | 49.1% | ||
| Q2 24 | 31.5% | 48.8% |
营业利润率FCXSHW
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 11.4% | ||
| Q3 25 | 28.9% | 16.7% | ||
| Q2 25 | 32.3% | 15.6% | ||
| Q1 25 | 23.4% | 12.3% | ||
| Q4 24 | 21.1% | 11.6% | ||
| Q3 24 | 29.0% | 21.4% | ||
| Q2 24 | 32.0% | 22.5% |
净利率FCXSHW
| Q1 26 | — | 9.4% | ||
| Q4 25 | 10.7% | 8.5% | ||
| Q3 25 | 18.3% | 13.1% | ||
| Q2 25 | 20.6% | 12.0% | ||
| Q1 25 | 14.2% | 9.5% | ||
| Q4 24 | 12.3% | 9.1% | ||
| Q3 24 | 18.5% | 13.1% | ||
| Q2 24 | 20.0% | 14.2% |
每股收益（稀释后）FCXSHW
| Q1 26 | — | $2.15 | ||
| Q4 25 | — | $1.91 | ||
| Q3 25 | $0.46 | $3.35 | ||
| Q2 25 | $0.53 | $3.00 | ||
| Q1 25 | $0.24 | $2.00 | ||
| Q4 24 | — | $1.90 | ||
| Q3 24 | $0.36 | $3.18 | ||
| Q2 24 | $0.42 | $3.50 |
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 | $3.8B | $216.9K |
| 总债务越低越好 | $9.4B | $11.7M |
| 股东权益账面价值 | $18.9B | $4.4M |
| 总资产 | $58.2B | $26.4M |
| 负债/权益比越低杠杆越低 | 0.50× | 2.64× |
8季度趋势，按日历期对齐
现金及短期投资FCXSHW
| Q1 26 | — | $216.9K | ||
| Q4 25 | $3.8B | $207.2M | ||
| Q3 25 | $4.3B | $241.5M | ||
| Q2 25 | $4.5B | $269.8M | ||
| Q1 25 | $4.4B | $199.8M | ||
| Q4 24 | $3.9B | $210.4M | ||
| Q3 24 | $5.0B | $238.2M | ||
| Q2 24 | $5.3B | $200.0M |
总债务FCXSHW
| Q1 26 | — | $11.7M | ||
| Q4 25 | $9.4B | $9.7B | ||
| Q3 25 | — | $9.7B | ||
| Q2 25 | — | $9.0B | ||
| Q1 25 | $9.4B | $9.0B | ||
| Q4 24 | $8.9B | $9.2B | ||
| Q3 24 | $9.7B | $9.2B | ||
| Q2 24 | $9.4B | $9.0B |
股东权益FCXSHW
| Q1 26 | — | $4.4M | ||
| Q4 25 | $18.9B | $4.6B | ||
| Q3 25 | $18.7B | $4.4B | ||
| Q2 25 | $18.2B | $4.4B | ||
| Q1 25 | $17.7B | $4.1B | ||
| Q4 24 | $17.6B | $4.1B | ||
| Q3 24 | $17.5B | $4.2B | ||
| Q2 24 | $17.4B | $3.8B |
总资产FCXSHW
| Q1 26 | — | $26.4M | ||
| Q4 25 | $58.2B | $25.9B | ||
| Q3 25 | $56.8B | $26.2B | ||
| Q2 25 | $56.5B | $25.4B | ||
| Q1 25 | $56.0B | $24.6B | ||
| Q4 24 | $54.8B | $23.6B | ||
| Q3 24 | $55.4B | $24.0B | ||
| Q2 24 | $54.6B | $23.7B |
负债/权益比FCXSHW
| Q1 26 | — | 2.64× | ||
| Q4 25 | 0.50× | 2.10× | ||
| Q3 25 | — | 2.18× | ||
| Q2 25 | — | 2.04× | ||
| Q1 25 | 0.53× | 2.17× | ||
| Q4 24 | 0.51× | 2.28× | ||
| Q3 24 | 0.55× | 2.22× | ||
| Q2 24 | 0.54× | 2.39× |
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 | $693.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-312.0M | — |
| 自由现金流率自由现金流/营收 | -5.9% | — |
| 资本支出强度资本支出/营收 | 19.1% | 2.4% |
| 现金转化率经营现金流/净利润 | 1.23× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流FCXSHW
| Q1 26 | — | — | ||
| Q4 25 | $693.0M | $1.1B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $1.1B | $-61.1M | ||
| Q4 24 | $1.4B | $934.5M | ||
| Q3 24 | $1.9B | $1.1B | ||
| Q2 24 | $2.0B | $1.2B |
自由现金流FCXSHW
| Q1 26 | — | — | ||
| Q4 25 | $-312.0M | $862.1M | ||
| Q3 25 | $608.0M | $1.1B | ||
| Q2 25 | $934.0M | $931.1M | ||
| Q1 25 | $-114.0M | $-250.4M | ||
| Q4 24 | $197.0M | $634.5M | ||
| Q3 24 | $673.0M | $839.4M | ||
| Q2 24 | $840.0M | $952.0M |
自由现金流率FCXSHW
| Q1 26 | — | — | ||
| Q4 25 | -5.9% | 15.4% | ||
| Q3 25 | 8.9% | 17.5% | ||
| Q2 25 | 12.4% | 14.7% | ||
| Q1 25 | -2.0% | -4.7% | ||
| Q4 24 | 3.4% | 12.0% | ||
| Q3 24 | 10.1% | 13.6% | ||
| Q2 24 | 13.1% | 15.2% |
资本支出强度FCXSHW
| Q1 26 | — | 2.4% | ||
| Q4 25 | 19.1% | 4.1% | ||
| Q3 25 | 15.5% | 3.1% | ||
| Q2 25 | 16.8% | 2.9% | ||
| Q1 25 | 21.0% | 3.6% | ||
| Q4 24 | 21.1% | 5.7% | ||
| Q3 24 | 17.9% | 3.8% | ||
| Q2 24 | 17.4% | 4.0% |
现金转化率FCXSHW
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | 2.29× | ||
| Q3 25 | 1.33× | 1.57× | ||
| Q2 25 | 1.42× | 1.47× | ||
| Q1 25 | 1.33× | -0.12× | ||
| Q4 24 | 1.99× | 1.95× | ||
| Q3 24 | 1.51× | 1.33× | ||
| Q2 24 | 1.53× | 1.35× |
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
FCX
| Morenci | $2.5B | 47% |
| Grasberg Segment | $964.0M | 18% |
| Copper In Concentrates | $934.0M | 18% |
| Molybdenum | $541.0M | 10% |
| Gold | $388.0M | 7% |
SHW
暂无分部数据
