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第一太阳能(FSLR)与ReNew Energy Global plc(RNW)财务数据对比。点击上方公司名可切换其他公司
第一太阳能的季度营收约是ReNew Energy Global plc的99045.4倍($1.7B vs $17.0K)
第一太阳能是美国上市光伏面板制造商,1990年成立时名为Solar Cells, Inc.,1999年被True North Partners收购后改为现名。公司采用碲化镉(CdTe)半导体技术生产刚性薄膜光伏面板,旗下所有生产基地均提供退役面板回收服务。
ReNew Energy Global plc是印度可再生能源企业,总部位于古尔冈,是首家在纳斯达克上市的印度可再生能源公司,在印度10个邦运营超过150个项目,是印度可再生能源领域的代表性企业。
FSLR vs RNW — 直观对比
营收规模更大
FSLR
是对方的99045.4倍
$17.0K
损益表 — Q1 FY2026 vs Q2 FY2023
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $17.0K |
| 净利润 | $520.9M | — |
| 毛利率 | 39.5% | — |
| 营业利润率 | 32.6% | — |
| 净利率 | 31.0% | — |
| 营收同比 | 11.1% | — |
| 净利润同比 | 32.5% | — |
| 每股收益(稀释后) | $4.84 | — |
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
FSLR
RNW
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $844.6M | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $887.7M | — | ||
| Q2 24 | $1.0B | — |
净利润
FSLR
RNW
| Q1 26 | $520.9M | — | ||
| Q4 25 | $520.9M | — | ||
| Q3 25 | $455.9M | — | ||
| Q2 25 | $341.9M | — | ||
| Q1 25 | $209.5M | — | ||
| Q4 24 | $393.1M | — | ||
| Q3 24 | $313.0M | — | ||
| Q2 24 | $349.4M | — |
毛利率
FSLR
RNW
| Q1 26 | 39.5% | — | ||
| Q4 25 | 39.5% | — | ||
| Q3 25 | 38.3% | — | ||
| Q2 25 | 45.6% | — | ||
| Q1 25 | 40.8% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 50.2% | — | ||
| Q2 24 | 49.4% | — |
营业利润率
FSLR
RNW
| Q1 26 | 32.6% | — | ||
| Q4 25 | 32.6% | — | ||
| Q3 25 | 29.2% | — | ||
| Q2 25 | 33.0% | — | ||
| Q1 25 | 26.2% | — | ||
| Q4 24 | 30.2% | — | ||
| Q3 24 | 36.3% | — | ||
| Q2 24 | 36.9% | — |
净利率
FSLR
RNW
| Q1 26 | 31.0% | — | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 28.6% | — | ||
| Q2 25 | 31.2% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 26.0% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 34.6% | — |
每股收益(稀释后)
FSLR
RNW
| Q1 26 | $4.84 | — | ||
| Q4 25 | $4.84 | — | ||
| Q3 25 | $4.24 | — | ||
| Q2 25 | $3.18 | — | ||
| Q1 25 | $1.95 | — | ||
| Q4 24 | $3.66 | — | ||
| Q3 24 | $2.91 | — | ||
| Q2 24 | $3.25 | — |
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 | $2.8B | — |
| 总债务越低越好 | $498.6M | — |
| 股东权益账面价值 | $9.5B | — |
| 总资产 | $13.3B | — |
| 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
FSLR
RNW
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $837.6M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.7B | — |
总债务
FSLR
RNW
| Q1 26 | $498.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
FSLR
RNW
| Q1 26 | $9.5B | — | ||
| Q4 25 | $9.5B | — | ||
| Q3 25 | $9.0B | — | ||
| Q2 25 | $8.5B | — | ||
| Q1 25 | $8.2B | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | $7.6B | — | ||
| Q2 24 | $7.3B | — |
总资产
FSLR
RNW
| Q1 26 | $13.3B | — | ||
| Q4 25 | $13.3B | — | ||
| Q3 25 | $13.5B | — | ||
| Q2 25 | $12.9B | — | ||
| Q1 25 | $12.1B | — | ||
| Q4 24 | $12.1B | — | ||
| Q3 24 | $11.4B | — | ||
| Q2 24 | $11.0B | — |
负债/权益比
FSLR
RNW
| Q1 26 | 0.05× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $2.1B | $4.4K |
| 自由现金流经营现金流 - 资本支出 | — | $-23.6K |
| 自由现金流率自由现金流/营收 | — | -139.0% |
| 资本支出强度资本支出/营收 | — | 164.7% |
| 现金转化率经营现金流/净利润 | 3.95× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
FSLR
RNW
| Q1 26 | $2.1B | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $149.6M | — | ||
| Q1 25 | $-608.0M | — | ||
| Q4 24 | $811.0M | — | ||
| Q3 24 | $-53.7M | — | ||
| Q2 24 | $193.0M | — |
自由现金流
FSLR
RNW
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $-138.6M | — | ||
| Q1 25 | $-813.9M | — | ||
| Q4 24 | $497.5M | — | ||
| Q3 24 | $-487.7M | — | ||
| Q2 24 | $-172.1M | — |
自由现金流率
FSLR
RNW
| Q1 26 | — | — | ||
| Q4 25 | 63.6% | — | ||
| Q3 25 | 67.1% | — | ||
| Q2 25 | -12.6% | — | ||
| Q1 25 | -96.4% | — | ||
| Q4 24 | 32.9% | — | ||
| Q3 24 | -54.9% | — | ||
| Q2 24 | -17.0% | — |
资本支出强度
FSLR
RNW
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 12.8% | — | ||
| Q2 25 | 26.3% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 20.7% | — | ||
| Q3 24 | 48.9% | — | ||
| Q2 24 | 36.1% | — |
现金转化率
FSLR
RNW
| Q1 26 | 3.95× | — | ||
| Q4 25 | 2.38× | — | ||
| Q3 25 | 2.79× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | -2.90× | — | ||
| Q4 24 | 2.06× | — | ||
| Q3 24 | -0.17× | — | ||
| Q2 24 | 0.55× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图