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福克斯集团(FOXA)与Smurfit Westrock(SW)财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是福克斯集团的1.5倍($7.7B vs $5.2B),福克斯集团净利率更高(4.8% vs 0.8%,领先3.9%),福克斯集团同比增速更快(2.0% vs 0.7%),过去两年Smurfit Westrock的营收复合增速更高(61.2% vs 22.6%)
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业,核心业务为生产瓦楞包装及各类纸制包装产品,公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
FOXA vs SW — 直观对比
营收规模更大
SW
是对方的1.5倍
$5.2B
营收增速更快
FOXA
高出1.3%
0.7%
净利率更高
FOXA
高出3.9%
0.8%
两年增速更快
SW
近两年复合增速
22.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $7.7B |
| 净利润 | $247.0M | $63.0M |
| 毛利率 | — | 16.4% |
| 营业利润率 | 6.2% | 3.3% |
| 净利率 | 4.8% | 0.8% |
| 营收同比 | 2.0% | 0.7% |
| 净利润同比 | -36.3% | — |
| 每股收益(稀释后) | $0.52 | $0.12 |
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
SW
| Q1 26 | — | $7.7B | ||
| Q4 25 | $5.2B | $7.6B | ||
| Q3 25 | $3.7B | $8.0B | ||
| Q2 25 | $3.3B | $7.9B | ||
| Q1 25 | $4.4B | $7.7B | ||
| Q4 24 | $5.1B | $7.5B | ||
| Q3 24 | $3.6B | $7.7B | ||
| Q2 24 | $3.1B | $3.0B |
净利润
FOXA
SW
| Q1 26 | — | $63.0M | ||
| Q4 25 | $247.0M | $97.0M | ||
| Q3 25 | $609.0M | $246.0M | ||
| Q2 25 | $719.0M | $-28.0M | ||
| Q1 25 | $354.0M | $384.0M | ||
| Q4 24 | $388.0M | $146.0M | ||
| Q3 24 | $832.0M | $-150.0M | ||
| Q2 24 | $320.0M | $132.0M |
毛利率
FOXA
SW
| Q1 26 | — | 16.4% | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | — | 19.1% | ||
| Q3 24 | — | 17.6% | ||
| Q2 24 | — | 23.3% |
营业利润率
FOXA
SW
| Q1 26 | — | 3.3% | ||
| Q4 25 | 6.2% | 5.1% | ||
| Q3 25 | 21.4% | 6.6% | ||
| Q2 25 | 29.2% | 3.2% | ||
| Q1 25 | 10.8% | 7.2% | ||
| Q4 24 | 10.1% | 5.3% | ||
| Q3 24 | 31.2% | 0.7% | ||
| Q2 24 | 14.6% | 8.2% |
净利率
FOXA
SW
| Q1 26 | — | 0.8% | ||
| Q4 25 | 4.8% | 1.3% | ||
| Q3 25 | 16.3% | 3.1% | ||
| Q2 25 | 21.9% | -0.4% | ||
| Q1 25 | 8.1% | 5.0% | ||
| Q4 24 | 7.6% | 1.9% | ||
| Q3 24 | 23.3% | -2.0% | ||
| Q2 24 | 10.3% | 4.4% |
每股收益(稀释后)
FOXA
SW
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.52 | $0.18 | ||
| Q3 25 | $1.32 | $0.47 | ||
| Q2 25 | $1.57 | $-0.05 | ||
| Q1 25 | $0.75 | $0.73 | ||
| Q4 24 | $0.81 | $-0.12 | ||
| Q3 24 | $1.78 | $-0.30 | ||
| Q2 24 | $0.68 | $0.51 |
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 | — | — |
| 总债务越低越好 | — | $980.0M |
| 股东权益账面价值 | $10.9B | $18.1B |
| 总资产 | $21.5B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势,按日历期对齐
现金及短期投资
FOXA
SW
| Q1 26 | — | — | ||
| Q4 25 | — | $892.0M | ||
| Q3 25 | — | $851.0M | ||
| Q2 25 | — | $778.0M | ||
| Q1 25 | — | $797.0M | ||
| Q4 24 | — | $855.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $26.8K |
总债务
FOXA
SW
| Q1 26 | — | $980.0M | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | $6.6B | $13.3B | ||
| Q2 25 | $6.6B | $13.3B | ||
| Q1 25 | $7.2B | $12.9B | ||
| Q4 24 | $7.2B | $12.5B | ||
| Q3 24 | $7.2B | $13.2B | ||
| Q2 24 | $7.2B | — |
股东权益
FOXA
SW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $10.9B | $18.3B | ||
| Q3 25 | $12.2B | $18.4B | ||
| Q2 25 | $12.0B | $18.3B | ||
| Q1 25 | $11.5B | $17.9B | ||
| Q4 24 | $11.5B | $17.4B | ||
| Q3 24 | $11.3B | $18.0B | ||
| Q2 24 | $10.7B | $14.5K |
总资产
FOXA
SW
| Q1 26 | — | $45.2B | ||
| Q4 25 | $21.5B | $45.2B | ||
| Q3 25 | $22.8B | $45.6B | ||
| Q2 25 | $23.2B | $45.7B | ||
| Q1 25 | $23.4B | $44.6B | ||
| Q4 24 | $23.0B | $43.8B | ||
| Q3 24 | $22.5B | $45.0B | ||
| Q2 24 | $22.0B | $26.8K |
负债/权益比
FOXA
SW
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | 0.54× | 0.72× | ||
| Q2 25 | 0.55× | 0.73× | ||
| Q1 25 | 0.62× | 0.72× | ||
| Q4 24 | 0.63× | 0.72× | ||
| Q3 24 | 0.64× | 0.73× | ||
| 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 | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $-791.0M | — |
| 自由现金流率自由现金流/营收 | -15.3% | — |
| 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× | 3.24× |
| 过去12个月自由现金流最近4个季度 | $2.3B | — |
8季度趋势,按日历期对齐
经营现金流
FOXA
SW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $-669.0M | $1.2B | ||
| Q3 25 | $-130.0M | $1.1B | ||
| Q2 25 | $1.5B | $829.0M | ||
| Q1 25 | $2.0B | $235.0M | ||
| Q4 24 | $-362.0M | $781.0M | ||
| Q3 24 | $158.0M | $320.0M | ||
| Q2 24 | $899.0M | $340.0M |
自由现金流
FOXA
SW
| Q1 26 | — | — | ||
| Q4 25 | $-791.0M | $612.0M | ||
| Q3 25 | $-234.0M | $523.0M | ||
| Q2 25 | $1.4B | $307.0M | ||
| Q1 25 | $1.9B | $-242.0M | ||
| Q4 24 | $-436.0M | $212.0M | ||
| Q3 24 | $94.0M | $-192.0M | ||
| Q2 24 | $787.0M | $163.0M |
自由现金流率
FOXA
SW
| Q1 26 | — | — | ||
| Q4 25 | -15.3% | 8.1% | ||
| Q3 25 | -6.3% | 6.5% | ||
| Q2 25 | 42.4% | 3.9% | ||
| Q1 25 | 44.4% | -3.2% | ||
| Q4 24 | -8.6% | 2.8% | ||
| Q3 24 | 2.6% | -2.5% | ||
| Q2 24 | 25.5% | 5.5% |
资本支出强度
FOXA
SW
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 7.7% | ||
| Q3 25 | 2.8% | 7.6% | ||
| Q2 25 | 3.6% | 6.6% | ||
| Q1 25 | 1.7% | 6.2% | ||
| Q4 24 | 1.5% | 7.5% | ||
| Q3 24 | 1.8% | 6.7% | ||
| Q2 24 | 3.6% | 6.0% |
现金转化率
FOXA
SW
| Q1 26 | — | 3.24× | ||
| Q4 25 | -2.71× | 12.32× | ||
| Q3 25 | -0.21× | 4.61× | ||
| Q2 25 | 2.10× | — | ||
| Q1 25 | 5.69× | 0.61× | ||
| Q4 24 | -0.93× | 5.35× | ||
| Q3 24 | 0.19× | — | ||
| Q2 24 | 2.81× | 2.58× |
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% |
SW
暂无分部数据