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GE Vernova（GEV）与Quanta Services（PWR）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Quanta Services的1.2倍（$9.3B vs $7.8B），GE Vernova净利率更高（50.9% vs 4.0%，领先46.8%），Quanta Services同比增速更快（19.7% vs 16.3%），GE Vernova自由现金流更多（$4.8B vs $934.0M），过去两年Quanta Services的营收复合增速更高（24.8% 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。
Quanta Services是美国基础设施服务企业，业务覆盖电力、管道、工业、通信四大领域，可提供各类网络基础设施的规划、设计、安装、项目管理、运维及维修服务。公司自成立以来除内生增长外，已累计收购超150家电力承包领域相关企业。
GEV vs PWR — 直观对比
营收规模更大
GEV
是对方的1.2倍
$7.8B
营收增速更快
PWR
高出3.4%
16.3%
净利率更高
GEV
高出46.8%
4.0%
自由现金流更多
GEV
多$3.9B
$934.0M
两年增速更快
PWR
近两年复合增速
6.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $9.3B | $7.8B |
| 净利润 | $4.8B | $316.6M |
| 毛利率 | — | 15.5% |
| 营业利润率 | — | 6.2% |
| 净利率 | 50.9% | 4.0% |
| 营收同比 | 16.3% | 19.7% |
| 净利润同比 | 5.9% | 2.0% |
| 每股收益（稀释后） | $17.44 | $2.08 |
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GEVPWR
| Q1 26 | $9.3B | — | ||
| Q4 25 | $11.0B | $7.8B | ||
| Q3 25 | $10.0B | $7.6B | ||
| Q2 25 | $9.1B | $6.8B | ||
| Q1 25 | $8.0B | $6.2B | ||
| Q4 24 | $10.6B | $6.6B | ||
| Q3 24 | $8.9B | $6.5B | ||
| Q2 24 | $8.2B | $5.6B |
净利润GEVPWR
| Q1 26 | $4.8B | — | ||
| Q4 25 | $3.7B | $316.6M | ||
| Q3 25 | $452.0M | $339.4M | ||
| Q2 25 | $514.0M | $229.3M | ||
| Q1 25 | $254.0M | $144.3M | ||
| Q4 24 | $484.0M | $310.3M | ||
| Q3 24 | $-96.0M | $293.2M | ||
| Q2 24 | $1.3B | $188.2M |
毛利率GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | 15.5% | ||
| Q3 25 | 19.0% | 15.9% | ||
| Q2 25 | 20.3% | 14.9% | ||
| Q1 25 | 18.3% | 13.4% | ||
| Q4 24 | 20.1% | 16.2% | ||
| Q3 24 | 12.4% | 15.6% | ||
| Q2 24 | 20.7% | 14.5% |
营业利润率GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 6.2% | ||
| Q3 25 | 3.7% | 6.8% | ||
| Q2 25 | 4.1% | 5.5% | ||
| Q1 25 | 0.5% | 3.8% | ||
| Q4 24 | 5.6% | 6.9% | ||
| Q3 24 | -4.0% | 6.6% | ||
| Q2 24 | 6.4% | 5.5% |
净利率GEVPWR
| Q1 26 | 50.9% | — | ||
| Q4 25 | 33.4% | 4.0% | ||
| Q3 25 | 4.5% | 4.4% | ||
| Q2 25 | 5.6% | 3.4% | ||
| Q1 25 | 3.2% | 2.3% | ||
| Q4 24 | 4.6% | 4.7% | ||
| Q3 24 | -1.1% | 4.5% | ||
| Q2 24 | 15.8% | 3.4% |
每股收益（稀释后）GEVPWR
| Q1 26 | $17.44 | — | ||
| Q4 25 | $13.28 | $2.08 | ||
| Q3 25 | $1.64 | $2.24 | ||
| Q2 25 | $1.86 | $1.52 | ||
| Q1 25 | $0.91 | $0.96 | ||
| Q4 24 | $1.75 | $2.03 | ||
| Q3 24 | $-0.35 | $1.95 | ||
| Q2 24 | $4.65 | $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 | — | $439.5M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | — | $8.9B |
| 总资产 | — | $24.9B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | — | $439.5M | ||
| Q3 25 | — | $610.4M | ||
| Q2 25 | — | $509.5M | ||
| Q1 25 | — | $520.6M | ||
| Q4 24 | — | $742.0M | ||
| Q3 24 | — | $764.1M | ||
| Q2 24 | — | $518.1M |
总债务GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.4B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | — | $3.0B |
股东权益GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | $11.2B | $8.9B | ||
| Q3 25 | $8.6B | $8.4B | ||
| Q2 25 | $8.9B | $7.9B | ||
| Q1 25 | $8.6B | $7.5B | ||
| Q4 24 | $9.5B | $7.3B | ||
| Q3 24 | $9.5B | $7.1B | ||
| Q2 24 | $9.1B | $6.6B |
总资产GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | $63.0B | $24.9B | ||
| Q3 25 | $54.4B | $22.7B | ||
| Q2 25 | $53.1B | $19.9B | ||
| Q1 25 | $51.6B | $19.1B | ||
| Q4 24 | $51.5B | $18.7B | ||
| Q3 24 | $50.9B | $18.9B | ||
| Q2 24 | $48.1B | $15.9B |
负债/权益比GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.59× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 0.59× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.45× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $4.8B | $934.0M |
| 自由现金流率自由现金流/营收 | 51.3% | 11.9% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | — | 3.56× |
| 过去12个月自由现金流最近4个季度 | $7.5B | $1.6B |
8季度趋势，按日历期对齐
经营现金流GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $1.1B | ||
| Q3 25 | $980.0M | $563.5M | ||
| Q2 25 | $367.0M | $295.7M | ||
| Q1 25 | $1.2B | $243.2M | ||
| Q4 24 | $921.0M | $712.0M | ||
| Q3 24 | $1.1B | $739.9M | ||
| Q2 24 | $979.0M | $391.3M |
自由现金流GEVPWR
| Q1 26 | $4.8B | — | ||
| Q4 25 | $1.8B | $934.0M | ||
| Q3 25 | $733.0M | $421.0M | ||
| Q2 25 | $194.0M | $155.4M | ||
| Q1 25 | $975.0M | $110.4M | ||
| Q4 24 | $571.0M | $565.0M | ||
| Q3 24 | $968.0M | $527.4M | ||
| Q2 24 | $822.0M | $229.9M |
自由现金流率GEVPWR
| Q1 26 | 51.3% | — | ||
| Q4 25 | 16.5% | 11.9% | ||
| Q3 25 | 7.4% | 5.5% | ||
| Q2 25 | 2.1% | 2.3% | ||
| Q1 25 | 12.1% | 1.8% | ||
| Q4 24 | 5.4% | 8.6% | ||
| Q3 24 | 10.9% | 8.1% | ||
| Q2 24 | 10.0% | 4.1% |
资本支出强度GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 2.5% | ||
| Q3 25 | 2.5% | 1.9% | ||
| Q2 25 | 1.9% | 2.1% | ||
| Q1 25 | 2.3% | 2.1% | ||
| Q4 24 | 3.3% | 2.2% | ||
| Q3 24 | 1.8% | 3.3% | ||
| Q2 24 | 1.9% | 2.9% |
现金转化率GEVPWR
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 3.56× | ||
| Q3 25 | 2.17× | 1.66× | ||
| Q2 25 | 0.71× | 1.29× | ||
| Q1 25 | 4.57× | 1.69× | ||
| Q4 24 | 1.90× | 2.29× | ||
| Q3 24 | — | 2.52× | ||
| Q2 24 | 0.76× | 2.08× |
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% |
PWR
暂无分部数据
