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福克斯集团(FOXA)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
福克斯集团的季度营收约是西部数据的1.7倍($5.2B vs $3.0B),西部数据净利率更高(61.1% vs 4.8%,领先56.3%),西部数据同比增速更快(31.5% vs 2.0%),过去两年福克斯集团的营收复合增速更高(22.6% vs -6.6%)
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。
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。
FOXA vs WDC — 直观对比
营收规模更大
FOXA
是对方的1.7倍
$3.0B
营收增速更快
WDC
高出29.5%
2.0%
净利率更高
WDC
高出56.3%
4.8%
两年增速更快
FOXA
近两年复合增速
-6.6%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.2B | $3.0B |
| 净利润 | $247.0M | $1.8B |
| 毛利率 | — | 45.7% |
| 营业利润率 | 6.2% | 30.1% |
| 净利率 | 4.8% | 61.1% |
| 营收同比 | 2.0% | 31.5% |
| 净利润同比 | -36.3% | 254.2% |
| 每股收益(稀释后) | $0.52 | $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
FOXA
WDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $5.2B | $2.8B | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.3B | $-1.2B | ||
| Q1 25 | $4.4B | $2.3B | ||
| Q4 24 | $5.1B | $4.3B | ||
| Q3 24 | $3.6B | $4.1B | ||
| Q2 24 | $3.1B | $3.8B |
净利润
FOXA
WDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $247.0M | $1.2B | ||
| Q3 25 | $609.0M | — | ||
| Q2 25 | $719.0M | $282.0M | ||
| Q1 25 | $354.0M | $520.0M | ||
| Q4 24 | $388.0M | $594.0M | ||
| Q3 24 | $832.0M | $493.0M | ||
| Q2 24 | $320.0M | $39.0M |
毛利率
FOXA
WDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 35.9% |
营业利润率
FOXA
WDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 6.2% | 28.1% | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 10.8% | 33.1% | ||
| Q4 24 | 10.1% | 19.9% | ||
| Q3 24 | 31.2% | 18.1% | ||
| Q2 24 | 14.6% | 5.7% |
净利率
FOXA
WDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 4.8% | 41.9% | ||
| Q3 25 | 16.3% | — | ||
| Q2 25 | 21.9% | -24.4% | ||
| Q1 25 | 8.1% | 22.7% | ||
| Q4 24 | 7.6% | 13.9% | ||
| Q3 24 | 23.3% | 12.0% | ||
| Q2 24 | 10.3% | 1.0% |
每股收益(稀释后)
FOXA
WDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $0.52 | $3.07 | ||
| Q3 25 | $1.32 | — | ||
| Q2 25 | $1.57 | $0.72 | ||
| Q1 25 | $0.75 | $1.42 | ||
| Q4 24 | $0.81 | $1.63 | ||
| Q3 24 | $1.78 | $1.35 | ||
| Q2 24 | $0.68 | $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 | — | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $10.9B | $7.1B |
| 总资产 | $21.5B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势,按日历期对齐
现金及短期投资
FOXA
WDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.9B |
总债务
FOXA
WDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | $6.6B | — | ||
| Q2 25 | $6.6B | $4.7B | ||
| Q1 25 | $7.2B | $7.3B | ||
| Q4 24 | $7.2B | $7.4B | ||
| Q3 24 | $7.2B | $7.4B | ||
| Q2 24 | $7.2B | $7.4B |
股东权益
FOXA
WDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $10.9B | $5.9B | ||
| Q3 25 | $12.2B | — | ||
| Q2 25 | $12.0B | $5.3B | ||
| Q1 25 | $11.5B | $5.2B | ||
| Q4 24 | $11.5B | $12.1B | ||
| Q3 24 | $11.3B | $11.6B | ||
| Q2 24 | $10.7B | $10.8B |
总资产
FOXA
WDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $21.5B | $14.4B | ||
| Q3 25 | $22.8B | — | ||
| Q2 25 | $23.2B | $14.0B | ||
| Q1 25 | $23.4B | $16.4B | ||
| Q4 24 | $23.0B | $25.5B | ||
| Q3 24 | $22.5B | $24.8B | ||
| Q2 24 | $22.0B | $24.2B |
负债/权益比
FOXA
WDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | 0.54× | — | ||
| Q2 25 | 0.55× | 0.89× | ||
| Q1 25 | 0.62× | 1.42× | ||
| Q4 24 | 0.63× | 0.61× | ||
| Q3 24 | 0.64× | 0.64× | ||
| Q2 24 | 0.67× | 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 | $-669.0M | — |
| 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× | — |
| 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
WDC
| Q1 26 | — | — | ||
| Q4 25 | $-669.0M | $672.0M | ||
| Q3 25 | $-130.0M | — | ||
| Q2 25 | $1.5B | $746.0M | ||
| Q1 25 | $2.0B | $508.0M | ||
| Q4 24 | $-362.0M | $403.0M | ||
| Q3 24 | $158.0M | $34.0M | ||
| Q2 24 | $899.0M | $366.0M |
自由现金流
FOXA
WDC
| Q1 26 | — | — | ||
| Q4 25 | $-791.0M | $599.0M | ||
| Q3 25 | $-234.0M | — | ||
| Q2 25 | $1.4B | $675.0M | ||
| Q1 25 | $1.9B | $379.0M | ||
| Q4 24 | $-436.0M | $287.0M | ||
| Q3 24 | $94.0M | $-62.0M | ||
| Q2 24 | $787.0M | $250.0M |
自由现金流率
FOXA
WDC
| Q1 26 | — | — | ||
| Q4 25 | -15.3% | 21.3% | ||
| Q3 25 | -6.3% | — | ||
| Q2 25 | 42.4% | -58.5% | ||
| Q1 25 | 44.4% | 16.5% | ||
| Q4 24 | -8.6% | 6.7% | ||
| Q3 24 | 2.6% | -1.5% | ||
| Q2 24 | 25.5% | 6.6% |
资本支出强度
FOXA
WDC
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 2.6% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.6% | -6.2% | ||
| Q1 25 | 1.7% | 5.6% | ||
| Q4 24 | 1.5% | 2.7% | ||
| Q3 24 | 1.8% | 2.3% | ||
| Q2 24 | 3.6% | 3.1% |
现金转化率
FOXA
WDC
| Q1 26 | — | — | ||
| Q4 25 | -2.71× | 0.57× | ||
| Q3 25 | -0.21× | — | ||
| Q2 25 | 2.10× | 2.65× | ||
| Q1 25 | 5.69× | 0.98× | ||
| Q4 24 | -0.93× | 0.68× | ||
| Q3 24 | 0.19× | 0.07× | ||
| Q2 24 | 2.81× | 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
FOXA
| Television Segment | $2.9B | 57% |
| Distribution | $1.2B | 22% |
| Other | $621.0M | 12% |
| Advertising | $491.0M | 9% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |