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Fidelity National Information Services（FIS）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
西部数据的季度营收约是Fidelity National Information Services的1.1倍（$3.0B vs $2.8B），西部数据净利率更高（61.1% vs 18.2%，领先42.9%），西部数据同比增速更快（31.5% vs 8.1%），过去两年Fidelity National Information Services的营收复合增速更高（6.8% vs -6.6%）
FIS是总部位于美国的跨国企业，深耕金融科技领域，提供多元金融产品及服务。该公司每年处理约750亿笔交易，支撑约9万亿美元的资金流转，为全球超过2万家客户提供服务。
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。
FIS vs WDC — 直观对比
营收规模更大
WDC
是对方的1.1倍
$2.8B
营收增速更快
WDC
高出23.4%
8.1%
净利率更高
WDC
高出42.9%
18.2%
两年增速更快
FIS
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $3.0B |
| 净利润 | $511.0M | $1.8B |
| 毛利率 | 38.3% | 45.7% |
| 营业利润率 | 18.8% | 30.1% |
| 净利率 | 18.2% | 61.1% |
| 营收同比 | 8.1% | 31.5% |
| 净利润同比 | 97.3% | 254.2% |
| 每股收益（稀释后） | $0.98 | $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FISWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.8B | $2.8B | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.6B | $-1.2B | ||
| Q1 25 | $2.5B | $2.3B | ||
| Q4 24 | $2.6B | $4.3B | ||
| Q3 24 | $2.6B | $4.1B | ||
| Q2 24 | $2.5B | $3.8B |
净利润FISWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $511.0M | $1.2B | ||
| Q3 25 | $264.0M | — | ||
| Q2 25 | $-470.0M | $282.0M | ||
| Q1 25 | $77.0M | $520.0M | ||
| Q4 24 | $259.0M | $594.0M | ||
| Q3 24 | $224.0M | $493.0M | ||
| Q2 24 | $243.0M | $39.0M |
毛利率FISWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 38.3% | 43.5% | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 34.7% | 39.8% | ||
| Q4 24 | 36.9% | 35.4% | ||
| Q3 24 | 38.0% | 37.9% | ||
| Q2 24 | 38.2% | 35.9% |
营业利润率FISWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 18.8% | 28.1% | ||
| Q3 25 | 16.8% | — | ||
| Q2 25 | 15.6% | — | ||
| Q1 25 | 13.7% | 33.1% | ||
| Q4 24 | 18.5% | 19.9% | ||
| Q3 24 | 19.1% | 18.1% | ||
| Q2 24 | 15.2% | 5.7% |
净利率FISWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 18.2% | 41.9% | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | -18.0% | -24.4% | ||
| Q1 25 | 3.0% | 22.7% | ||
| Q4 24 | 10.0% | 13.9% | ||
| Q3 24 | 8.7% | 12.0% | ||
| Q2 24 | 9.8% | 1.0% |
每股收益（稀释后）FISWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $0.98 | $3.07 | ||
| Q3 25 | $0.50 | — | ||
| Q2 25 | $-0.90 | $0.72 | ||
| Q1 25 | $0.15 | $1.42 | ||
| Q4 24 | $0.51 | $1.63 | ||
| Q3 24 | $0.41 | $1.35 | ||
| Q2 24 | $0.44 | $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 | $599.0M | $2.0B |
| 总债务越低越好 | $9.1B | $4.7B |
| 股东权益账面价值 | $13.9B | $7.1B |
| 总资产 | $33.5B | $15.6B |
| 负债/权益比越低杠杆越低 | 0.65× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资FISWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $599.0M | $2.0B | ||
| Q3 25 | $571.0M | — | ||
| Q2 25 | $581.0M | $2.1B | ||
| Q1 25 | $805.0M | $3.5B | ||
| Q4 24 | $834.0M | $2.3B | ||
| Q3 24 | $1.3B | $1.7B | ||
| Q2 24 | $2.1B | $1.9B |
总债务FISWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | $9.1B | $4.7B | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.9B | $4.7B | ||
| Q1 25 | $8.7B | $7.3B | ||
| Q4 24 | $9.7B | $7.4B | ||
| Q3 24 | $10.5B | $7.4B | ||
| Q2 24 | $10.6B | $7.4B |
股东权益FISWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $13.9B | $5.9B | ||
| Q3 25 | $13.9B | — | ||
| Q2 25 | $14.2B | $5.3B | ||
| Q1 25 | $15.1B | $5.2B | ||
| Q4 24 | $15.7B | $12.1B | ||
| Q3 24 | $16.6B | $11.6B | ||
| Q2 24 | $17.0B | $10.8B |
总资产FISWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $33.5B | $14.4B | ||
| Q3 25 | $33.0B | — | ||
| Q2 25 | $33.4B | $14.0B | ||
| Q1 25 | $32.8B | $16.4B | ||
| Q4 24 | $33.8B | $25.5B | ||
| Q3 24 | $34.3B | $24.8B | ||
| Q2 24 | $34.6B | $24.2B |
负债/权益比FISWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | 0.65× | 0.80× | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.63× | 0.89× | ||
| Q1 25 | 0.57× | 1.42× | ||
| Q4 24 | 0.62× | 0.61× | ||
| Q3 24 | 0.63× | 0.64× | ||
| Q2 24 | 0.62× | 0.69× |
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 | $758.0M | — |
| 自由现金流经营现金流 - 资本支出 | $739.0M | — |
| 自由现金流率自由现金流/营收 | 26.3% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 1.48× | — |
| 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FISWDC
| Q1 26 | — | — | ||
| Q4 25 | $758.0M | $672.0M | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $382.0M | $746.0M | ||
| Q1 25 | $457.0M | $508.0M | ||
| Q4 24 | $782.0M | $403.0M | ||
| Q3 24 | $641.0M | $34.0M | ||
| Q2 24 | $546.0M | $366.0M |
自由现金流FISWDC
| Q1 26 | — | — | ||
| Q4 25 | $739.0M | $599.0M | ||
| Q3 25 | $952.0M | — | ||
| Q2 25 | $343.0M | $675.0M | ||
| Q1 25 | $420.0M | $379.0M | ||
| Q4 24 | $764.0M | $287.0M | ||
| Q3 24 | $605.0M | $-62.0M | ||
| Q2 24 | $530.0M | $250.0M |
自由现金流率FISWDC
| Q1 26 | — | — | ||
| Q4 25 | 26.3% | 21.3% | ||
| Q3 25 | 35.0% | — | ||
| Q2 25 | 13.1% | -58.5% | ||
| Q1 25 | 16.6% | 16.5% | ||
| Q4 24 | 29.4% | 6.7% | ||
| Q3 24 | 23.5% | -1.5% | ||
| Q2 24 | 21.3% | 6.6% |
资本支出强度FISWDC
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 2.6% | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 1.5% | -6.2% | ||
| Q1 25 | 1.5% | 5.6% | ||
| Q4 24 | 0.7% | 2.7% | ||
| Q3 24 | 1.4% | 2.3% | ||
| Q2 24 | 0.6% | 3.1% |
现金转化率FISWDC
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 0.57× | ||
| Q3 25 | 3.83× | — | ||
| Q2 25 | — | 2.65× | ||
| Q1 25 | 5.94× | 0.98× | ||
| Q4 24 | 3.02× | 0.68× | ||
| Q3 24 | 2.86× | 0.07× | ||
| Q2 24 | 2.25× | 9.38× |
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
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
