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自由港麦克莫兰（FCX）与希捷科技（STX）财务数据对比。点击上方公司名可切换其他公司
自由港麦克莫兰的季度营收约是希捷科技的1.7倍（$5.3B vs $3.1B），希捷科技净利率更高（24.0% vs 10.7%，领先13.3%），希捷科技同比增速更快（44.1% vs -10.4%），希捷科技自由现金流更多（$953.0M vs $-312.0M），过去两年希捷科技的营收复合增速更高（28.4% 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。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
FCX vs STX — 直观对比
营收规模更大
FCX
是对方的1.7倍
$3.1B
营收增速更快
STX
高出54.5%
-10.4%
净利率更高
STX
高出13.3%
10.7%
自由现金流更多
STX
多$1.3B
$-312.0M
两年增速更快
STX
近两年复合增速
-7.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $3.1B |
| 净利润 | $565.0M | $748.0M |
| 毛利率 | 12.4% | 46.5% |
| 营业利润率 | 15.4% | 32.1% |
| 净利率 | 10.7% | 24.0% |
| 营收同比 | -10.4% | 44.1% |
| 净利润同比 | -21.6% | -23.8% |
| 每股收益（稀释后） | — | $3.27 |
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FCXSTX
| Q3 26 | — | $3.1B | ||
| Q1 26 | — | $2.8B | ||
| Q4 25 | $5.3B | $2.6B | ||
| Q3 25 | $6.8B | — | ||
| Q2 25 | $7.5B | $2.4B | ||
| Q1 25 | $5.6B | $2.2B | ||
| Q4 24 | $5.9B | $2.3B | ||
| Q3 24 | $6.7B | $2.2B |
净利润FCXSTX
| Q3 26 | — | $748.0M | ||
| Q1 26 | — | $593.0M | ||
| Q4 25 | $565.0M | $549.0M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.5B | $488.0M | ||
| Q1 25 | $793.0M | $340.0M | ||
| Q4 24 | $721.0M | $336.0M | ||
| Q3 24 | $1.2B | $305.0M |
毛利率FCXSTX
| Q3 26 | — | 46.5% | ||
| Q1 26 | — | 41.6% | ||
| Q4 25 | 12.4% | 39.4% | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 34.2% | 37.4% | ||
| Q1 25 | 24.3% | 35.2% | ||
| Q4 24 | 27.0% | 34.9% | ||
| Q3 24 | 30.0% | 32.9% |
营业利润率FCXSTX
| Q3 26 | — | 32.1% | ||
| Q1 26 | — | 29.8% | ||
| Q4 25 | 15.4% | 26.4% | ||
| Q3 25 | 28.9% | — | ||
| Q2 25 | 32.3% | 23.2% | ||
| Q1 25 | 23.4% | 20.0% | ||
| Q4 24 | 21.1% | 21.0% | ||
| Q3 24 | 29.0% | 18.6% |
净利率FCXSTX
| Q3 26 | — | 24.0% | ||
| Q1 26 | — | 21.0% | ||
| Q4 25 | 10.7% | 20.9% | ||
| Q3 25 | 18.3% | — | ||
| Q2 25 | 20.6% | 20.0% | ||
| Q1 25 | 14.2% | 15.7% | ||
| Q4 24 | 12.3% | 14.5% | ||
| Q3 24 | 18.5% | 14.1% |
每股收益（稀释后）FCXSTX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | — | $2.43 | ||
| Q3 25 | $0.46 | — | ||
| Q2 25 | $0.53 | $2.24 | ||
| Q1 25 | $0.24 | $1.57 | ||
| Q4 24 | — | $1.55 | ||
| Q3 24 | $0.36 | $1.41 |
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 | $1.1B |
| 总债务越低越好 | $9.4B | $3.9B |
| 股东权益账面价值 | $18.9B | — |
| 总资产 | $58.2B | $8.9B |
| 负债/权益比越低杠杆越低 | 0.50× | — |
8季度趋势，按日历期对齐
现金及短期投资FCXSTX
| Q3 26 | — | $1.1B | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $3.8B | $1.1B | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.5B | $891.0M | ||
| Q1 25 | $4.4B | $814.0M | ||
| Q4 24 | $3.9B | $1.2B | ||
| Q3 24 | $5.0B | $1.2B |
总债务FCXSTX
| Q3 26 | — | $3.9B | ||
| Q1 26 | — | — | ||
| Q4 25 | $9.4B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $9.4B | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | $9.7B | — |
股东权益FCXSTX
| Q3 26 | — | — | ||
| Q1 26 | — | $459.0M | ||
| Q4 25 | $18.9B | $-63.0M | ||
| Q3 25 | $18.7B | — | ||
| Q2 25 | $18.2B | $-453.0M | ||
| Q1 25 | $17.7B | $-829.0M | ||
| Q4 24 | $17.6B | $-1.1B | ||
| Q3 24 | $17.5B | $-1.3B |
总资产FCXSTX
| Q3 26 | — | $8.9B | ||
| Q1 26 | — | $8.7B | ||
| Q4 25 | $58.2B | $8.4B | ||
| Q3 25 | $56.8B | — | ||
| Q2 25 | $56.5B | $8.0B | ||
| Q1 25 | $56.0B | $7.6B | ||
| Q4 24 | $54.8B | $8.0B | ||
| Q3 24 | $55.4B | $8.0B |
负债/权益比FCXSTX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.55× | — |
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 | $2.4B |
| 自由现金流经营现金流 - 资本支出 | $-312.0M | $953.0M |
| 自由现金流率自由现金流/营收 | -5.9% | 30.6% |
| 资本支出强度资本支出/营收 | 19.1% | — |
| 现金转化率经营现金流/净利润 | 1.23× | 3.17× |
| 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FCXSTX
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $693.0M | $532.0M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $2.2B | $508.0M | ||
| Q1 25 | $1.1B | $259.0M | ||
| Q4 24 | $1.4B | $221.0M | ||
| Q3 24 | $1.9B | $95.0M |
自由现金流FCXSTX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | $-312.0M | $427.0M | ||
| Q3 25 | $608.0M | — | ||
| Q2 25 | $934.0M | $425.0M | ||
| Q1 25 | $-114.0M | $216.0M | ||
| Q4 24 | $197.0M | $150.0M | ||
| Q3 24 | $673.0M | $27.0M |
自由现金流率FCXSTX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | -5.9% | 16.2% | ||
| Q3 25 | 8.9% | — | ||
| Q2 25 | 12.4% | 17.4% | ||
| Q1 25 | -2.0% | 10.0% | ||
| Q4 24 | 3.4% | 6.5% | ||
| Q3 24 | 10.1% | 1.2% |
资本支出强度FCXSTX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 19.1% | 4.0% | ||
| Q3 25 | 15.5% | — | ||
| Q2 25 | 16.8% | 3.4% | ||
| Q1 25 | 21.0% | 2.0% | ||
| Q4 24 | 21.1% | 3.1% | ||
| Q3 24 | 17.9% | 3.1% |
现金转化率FCXSTX
| Q3 26 | — | 3.17× | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | 0.97× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.42× | 1.04× | ||
| Q1 25 | 1.33× | 0.76× | ||
| Q4 24 | 1.99× | 0.66× | ||
| Q3 24 | 1.51× | 0.31× |
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% |
STX
暂无分部数据
