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GE Vernova（GEV）与宏盟集团（OMC）财务数据对比。点击上方公司名可切换其他公司
GE Vernova的季度营收约是宏盟集团的1.5倍（$9.3B vs $6.2B），GE Vernova净利率更高（50.9% vs 6.7%，领先44.2%），GE Vernova同比增速更快（16.3% vs -16.2%），过去两年宏盟集团的营收复合增速更高（27.3% vs 6.7%）
GE Vernova是总部位于美国马萨诸塞州剑桥市的能源设备制造及服务企业，下设三大核心业务板块：电力板块主营燃气、核电、水电、蒸汽技术的设计、制造与运维；风电板块提供陆上风电机组、海上风电机组及叶片；电气化板块覆盖电网解决方案、电能转换、光储方案及输配电管理相关数字技术。
宏盟集团（Omnicom Group）是总部位于美国纽约的全球性传媒、营销及企业传播控股集团，旗下拥有多家行业领先的广告、公关、媒介服务子品牌，为全球各行业客户提供专业整合营销传播解决方案，在全球营销服务领域占据领先市场地位。
GEV vs OMC — 直观对比
营收规模更大
GEV
是对方的1.5倍
$6.2B
营收增速更快
GEV
高出32.5%
-16.2%
净利率更高
GEV
高出44.2%
6.7%
两年增速更快
OMC
近两年复合增速
6.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $9.3B | $6.2B |
| 净利润 | $4.8B | $418.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 10.4% |
| 净利率 | 50.9% | 6.7% |
| 营收同比 | 16.3% | -16.2% |
| 净利润同比 | 5.9% | 38.0% |
| 每股收益（稀释后） | $17.44 | $1.35 |
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GEVOMC
| Q1 26 | $9.3B | $6.2B | ||
| Q4 25 | $11.0B | $5.5B | ||
| Q3 25 | $10.0B | $4.0B | ||
| Q2 25 | $9.1B | $4.0B | ||
| Q1 25 | $8.0B | $3.7B | ||
| Q4 24 | $10.6B | $4.3B | ||
| Q3 24 | $8.9B | $3.9B | ||
| Q2 24 | $8.2B | $3.9B |
净利润GEVOMC
| Q1 26 | $4.8B | $418.7M | ||
| Q4 25 | $3.7B | $-941.1M | ||
| Q3 25 | $452.0M | $341.3M | ||
| Q2 25 | $514.0M | $257.6M | ||
| Q1 25 | $254.0M | $287.7M | ||
| Q4 24 | $484.0M | $448.0M | ||
| Q3 24 | $-96.0M | $385.9M | ||
| Q2 24 | $1.3B | $328.1M |
毛利率GEVOMC
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | -10.6% | ||
| Q3 25 | 19.0% | 18.7% | ||
| Q2 25 | 20.3% | 16.6% | ||
| Q1 25 | 18.3% | 17.1% | ||
| Q4 24 | 20.1% | 19.8% | ||
| Q3 24 | 12.4% | 19.6% | ||
| Q2 24 | 20.7% | 17.7% |
营业利润率GEVOMC
| Q1 26 | — | 10.4% | ||
| Q4 25 | 5.5% | -17.7% | ||
| Q3 25 | 3.7% | 13.1% | ||
| Q2 25 | 4.1% | 10.9% | ||
| Q1 25 | 0.5% | 12.3% | ||
| Q4 24 | 5.6% | 15.9% | ||
| Q3 24 | -4.0% | 15.5% | ||
| Q2 24 | 6.4% | 13.2% |
净利率GEVOMC
| Q1 26 | 50.9% | 6.7% | ||
| Q4 25 | 33.4% | -17.0% | ||
| Q3 25 | 4.5% | 8.5% | ||
| Q2 25 | 5.6% | 6.4% | ||
| Q1 25 | 3.2% | 7.8% | ||
| Q4 24 | 4.6% | 10.4% | ||
| Q3 24 | -1.1% | 9.9% | ||
| Q2 24 | 15.8% | 8.5% |
每股收益（稀释后）GEVOMC
| Q1 26 | $17.44 | $1.35 | ||
| Q4 25 | $13.28 | $-4.78 | ||
| Q3 25 | $1.64 | $1.75 | ||
| Q2 25 | $1.86 | $1.31 | ||
| Q1 25 | $0.91 | $1.45 | ||
| Q4 24 | $1.75 | $2.27 | ||
| Q3 24 | $-0.35 | $1.95 | ||
| Q2 24 | $4.65 | $1.65 |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $4.8B | — |
| 自由现金流率自由现金流/营收 | 51.3% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $7.5B | — |
8季度趋势，按日历期对齐
经营现金流GEVOMC
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $3.0B | ||
| Q3 25 | $980.0M | $477.5M | ||
| Q2 25 | $367.0M | $210.1M | ||
| Q1 25 | $1.2B | $-786.8M | ||
| Q4 24 | $921.0M | $1.9B | ||
| Q3 24 | $1.1B | $568.7M | ||
| Q2 24 | $979.0M | $-141.7M |
自由现金流GEVOMC
| Q1 26 | $4.8B | — | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $733.0M | $438.4M | ||
| Q2 25 | $194.0M | $168.0M | ||
| Q1 25 | $975.0M | $-816.3M | ||
| Q4 24 | $571.0M | $1.9B | ||
| Q3 24 | $968.0M | $537.4M | ||
| Q2 24 | $822.0M | $-180.9M |
自由现金流率GEVOMC
| Q1 26 | 51.3% | — | ||
| Q4 25 | 16.5% | 54.2% | ||
| Q3 25 | 7.4% | 10.9% | ||
| Q2 25 | 2.1% | 4.2% | ||
| Q1 25 | 12.1% | -22.1% | ||
| Q4 24 | 5.4% | 43.5% | ||
| Q3 24 | 10.9% | 13.8% | ||
| Q2 24 | 10.0% | -4.7% |
资本支出强度GEVOMC
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 0.7% | ||
| Q3 25 | 2.5% | 1.0% | ||
| Q2 25 | 1.9% | 1.0% | ||
| Q1 25 | 2.3% | 0.8% | ||
| Q4 24 | 3.3% | 1.1% | ||
| Q3 24 | 1.8% | 0.8% | ||
| Q2 24 | 1.9% | 1.0% |
现金转化率GEVOMC
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | — | ||
| Q3 25 | 2.17× | 1.40× | ||
| Q2 25 | 0.71× | 0.82× | ||
| Q1 25 | 4.57× | -2.73× | ||
| Q4 24 | 1.90× | 4.30× | ||
| Q3 24 | — | 1.47× | ||
| Q2 24 | 0.76× | -0.43× |
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
GEV
| Organic revenues | $8.6B | 92% |
| Other | $752.0M | 8% |
OMC
暂无分部数据
