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福克斯集团(FOXA)与ServiceNow(NOW)财务数据对比。点击上方公司名可切换其他公司
福克斯集团的季度营收约是ServiceNow的1.4倍($5.2B vs $3.8B),ServiceNow净利率更高(12.4% vs 4.8%,领先7.7%),ServiceNow同比增速更快(2.8% vs 2.0%),ServiceNow自由现金流更多($1.7B vs $-791.0M),过去两年福克斯集团的营收复合增速更高(22.6% vs 19.8%)
福克斯集团是美国跨国大众传媒企业,总部位于纽约曼哈顿中城美洲大道1211号,在加州伯班克也设有办公点。公司以威廉·福克斯命名,在特拉华州注册,2019年3月19日从21世纪福克斯分拆而来,承接后者的电视广播、新闻及体育业务,由拉克兰·默多克通过家族信托持有36%投票权实现控股。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业,主打云计算平台产品,可支持企业搭建及管理自动化业务工作流。公司于纽交所上市,现为标普100及标普500指数成分股。
FOXA vs NOW — 直观对比
营收规模更大
FOXA
是对方的1.4倍
$3.8B
营收增速更快
NOW
高出0.7%
2.0%
净利率更高
NOW
高出7.7%
4.8%
自由现金流更多
NOW
多$2.5B
$-791.0M
两年增速更快
FOXA
近两年复合增速
19.8%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $3.8B |
| 净利润 | $247.0M | $469.0M |
| 毛利率 | — | 75.1% |
| 营业利润率 | 6.2% | 13.3% |
| 净利率 | 4.8% | 12.4% |
| 营收同比 | 2.0% | 2.8% |
| 净利润同比 | -36.3% | -53.7% |
| 每股收益(稀释后) | $0.52 | $1.04 |
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
FOXA
NOW
| Q1 26 | — | $3.8B | ||
| Q4 25 | $5.2B | $3.6B | ||
| Q3 25 | $3.7B | $3.4B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $4.4B | $3.1B | ||
| Q4 24 | $5.1B | $3.0B | ||
| Q3 24 | $3.6B | $2.8B | ||
| Q2 24 | $3.1B | $2.6B |
净利润
FOXA
NOW
| Q1 26 | — | $469.0M | ||
| Q4 25 | $247.0M | $401.0M | ||
| Q3 25 | $609.0M | $502.0M | ||
| Q2 25 | $719.0M | $385.0M | ||
| Q1 25 | $354.0M | $460.0M | ||
| Q4 24 | $388.0M | $384.0M | ||
| Q3 24 | $832.0M | $432.0M | ||
| Q2 24 | $320.0M | $262.0M |
毛利率
FOXA
NOW
| Q1 26 | — | 75.1% | ||
| Q4 25 | — | 76.6% | ||
| Q3 25 | — | 77.3% | ||
| Q2 25 | — | 77.5% | ||
| Q1 25 | — | 78.9% | ||
| Q4 24 | — | 78.7% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 79.0% |
营业利润率
FOXA
NOW
| Q1 26 | — | 13.3% | ||
| Q4 25 | 6.2% | 12.4% | ||
| Q3 25 | 21.4% | 16.8% | ||
| Q2 25 | 29.2% | 11.1% | ||
| Q1 25 | 10.8% | 14.6% | ||
| Q4 24 | 10.1% | 12.6% | ||
| Q3 24 | 31.2% | 14.9% | ||
| Q2 24 | 14.6% | 9.1% |
净利率
FOXA
NOW
| Q1 26 | — | 12.4% | ||
| Q4 25 | 4.8% | 11.2% | ||
| Q3 25 | 16.3% | 14.7% | ||
| Q2 25 | 21.9% | 12.0% | ||
| Q1 25 | 8.1% | 14.9% | ||
| Q4 24 | 7.6% | 13.0% | ||
| Q3 24 | 23.3% | 15.4% | ||
| Q2 24 | 10.3% | 10.0% |
每股收益(稀释后)
FOXA
NOW
| Q1 26 | — | $1.04 | ||
| Q4 25 | $0.52 | $-4.77 | ||
| Q3 25 | $1.32 | $2.40 | ||
| Q2 25 | $1.57 | $1.84 | ||
| Q1 25 | $0.75 | $2.20 | ||
| Q4 24 | $0.81 | $1.84 | ||
| Q3 24 | $1.78 | $2.07 | ||
| Q2 24 | $0.68 | $1.26 |
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 | — | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $10.9B | $11.7B |
| 总资产 | $21.5B | $24.4B |
| 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
FOXA
NOW
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.2B |
总债务
FOXA
NOW
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $6.6B | — | ||
| Q2 25 | $6.6B | — | ||
| Q1 25 | $7.2B | — | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $7.2B | — |
股东权益
FOXA
NOW
| Q1 26 | — | $11.7B | ||
| Q4 25 | $10.9B | $13.0B | ||
| Q3 25 | $12.2B | $11.3B | ||
| Q2 25 | $12.0B | $10.9B | ||
| Q1 25 | $11.5B | $10.1B | ||
| Q4 24 | $11.5B | $9.6B | ||
| Q3 24 | $11.3B | $9.3B | ||
| Q2 24 | $10.7B | $8.7B |
总资产
FOXA
NOW
| Q1 26 | — | $24.4B | ||
| Q4 25 | $21.5B | $26.0B | ||
| Q3 25 | $22.8B | $21.8B | ||
| Q2 25 | $23.2B | $22.1B | ||
| Q1 25 | $23.4B | $21.0B | ||
| Q4 24 | $23.0B | $20.4B | ||
| Q3 24 | $22.5B | $18.4B | ||
| Q2 24 | $22.0B | $18.2B |
负债/权益比
FOXA
NOW
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | 0.62× | — | ||
| Q4 24 | 0.63× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.67× | — |
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 | $-669.0M | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $-791.0M | $1.7B |
| 自由现金流率自由现金流/营收 | -15.3% | 44.2% |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | -2.71× | 3.56× |
| 过去12个月自由现金流最近4个季度 | $2.3B | $4.8B |
8季度趋势,按日历期对齐
经营现金流
FOXA
NOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $-669.0M | $2.2B | ||
| Q3 25 | $-130.0M | $813.0M | ||
| Q2 25 | $1.5B | $716.0M | ||
| Q1 25 | $2.0B | $1.7B | ||
| Q4 24 | $-362.0M | $1.6B | ||
| Q3 24 | $158.0M | $671.0M | ||
| Q2 24 | $899.0M | $620.0M |
自由现金流
FOXA
NOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $-791.0M | $2.0B | ||
| Q3 25 | $-234.0M | $578.0M | ||
| Q2 25 | $1.4B | $526.0M | ||
| Q1 25 | $1.9B | $1.5B | ||
| Q4 24 | $-436.0M | $1.4B | ||
| Q3 24 | $94.0M | $469.0M | ||
| Q2 24 | $787.0M | $358.0M |
自由现金流率
FOXA
NOW
| Q1 26 | — | 44.2% | ||
| Q4 25 | -15.3% | 56.1% | ||
| Q3 25 | -6.3% | 17.0% | ||
| Q2 25 | 42.4% | 16.4% | ||
| Q1 25 | 44.4% | 47.7% | ||
| Q4 24 | -8.6% | 46.7% | ||
| Q3 24 | 2.6% | 16.8% | ||
| Q2 24 | 25.5% | 13.6% |
资本支出强度
FOXA
NOW
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 6.7% | ||
| Q3 25 | 2.8% | 6.9% | ||
| Q2 25 | 3.6% | 5.9% | ||
| Q1 25 | 1.7% | 6.6% | ||
| Q4 24 | 1.5% | 8.6% | ||
| Q3 24 | 1.8% | 7.2% | ||
| Q2 24 | 3.6% | 10.0% |
现金转化率
FOXA
NOW
| Q1 26 | — | 3.56× | ||
| Q4 25 | -2.71× | 5.58× | ||
| Q3 25 | -0.21× | 1.62× | ||
| Q2 25 | 2.10× | 1.86× | ||
| Q1 25 | 5.69× | 3.65× | ||
| Q4 24 | -0.93× | 4.26× | ||
| Q3 24 | 0.19× | 1.55× | ||
| Q2 24 | 2.81× | 2.37× |
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
FOXA
| Television Segment | $2.9B | 57% |
| Distribution | $1.2B | 22% |
| Other | $621.0M | 12% |
| Advertising | $491.0M | 9% |
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |