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GE Vernova（GEV）与铁姆肯公司（TKR）财务数据对比。点击上方公司名可切换其他公司
GE Vernova的季度营收约是铁姆肯公司的8.4倍（$9.3B vs $1.1B），GE Vernova净利率更高（50.9% vs 5.6%，领先45.3%），GE Vernova同比增速更快（16.3% vs 3.5%），GE Vernova自由现金流更多（$4.8B vs $140.7M），过去两年GE Vernova的营收复合增速更高（6.7% vs -3.4%）
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。
铁姆肯公司是全球领先的工程轴承与工业运动产品制造商，总部位于美国俄亥俄州北坎顿市，业务覆盖全球45个国家，可为多个工业领域客户提供高品质的相关产品及适配解决方案。
GEV vs TKR — 直观对比
营收规模更大
GEV
是对方的8.4倍
$1.1B
营收增速更快
GEV
高出12.8%
3.5%
净利率更高
GEV
高出45.3%
5.6%
自由现金流更多
GEV
多$4.7B
$140.7M
两年增速更快
GEV
近两年复合增速
-3.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $9.3B | $1.1B |
| 净利润 | $4.8B | $62.3M |
| 毛利率 | — | 29.3% |
| 营业利润率 | — | 9.8% |
| 净利率 | 50.9% | 5.6% |
| 营收同比 | 16.3% | 3.5% |
| 净利润同比 | 5.9% | -12.5% |
| 每股收益（稀释后） | $17.44 | $0.89 |
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GEVTKR
| Q1 26 | $9.3B | — | ||
| Q4 25 | $11.0B | $1.1B | ||
| Q3 25 | $10.0B | $1.2B | ||
| Q2 25 | $9.1B | $1.2B | ||
| Q1 25 | $8.0B | $1.1B | ||
| Q4 24 | $10.6B | $1.1B | ||
| Q3 24 | $8.9B | $1.1B | ||
| Q2 24 | $8.2B | $1.2B |
净利润GEVTKR
| Q1 26 | $4.8B | — | ||
| Q4 25 | $3.7B | $62.3M | ||
| Q3 25 | $452.0M | $69.3M | ||
| Q2 25 | $514.0M | $78.5M | ||
| Q1 25 | $254.0M | $78.3M | ||
| Q4 24 | $484.0M | $71.2M | ||
| Q3 24 | $-96.0M | $81.8M | ||
| Q2 24 | $1.3B | $96.2M |
毛利率GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | 29.3% | ||
| Q3 25 | 19.0% | 30.2% | ||
| Q2 25 | 20.3% | 30.7% | ||
| Q1 25 | 18.3% | 31.5% | ||
| Q4 24 | 20.1% | 30.3% | ||
| Q3 24 | 12.4% | 30.6% | ||
| Q2 24 | 20.7% | 31.6% |
营业利润率GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 9.8% | ||
| Q3 25 | 3.7% | 12.0% | ||
| Q2 25 | 4.1% | 12.6% | ||
| Q1 25 | 0.5% | 12.6% | ||
| Q4 24 | 5.6% | 10.5% | ||
| Q3 24 | -4.0% | 13.0% | ||
| Q2 24 | 6.4% | 14.1% |
净利率GEVTKR
| Q1 26 | 50.9% | — | ||
| Q4 25 | 33.4% | 5.6% | ||
| Q3 25 | 4.5% | 6.0% | ||
| Q2 25 | 5.6% | 6.7% | ||
| Q1 25 | 3.2% | 6.9% | ||
| Q4 24 | 4.6% | 6.6% | ||
| Q3 24 | -1.1% | 7.3% | ||
| Q2 24 | 15.8% | 8.1% |
每股收益（稀释后）GEVTKR
| Q1 26 | $17.44 | — | ||
| Q4 25 | $13.28 | $0.89 | ||
| Q3 25 | $1.64 | $0.99 | ||
| Q2 25 | $1.86 | $1.12 | ||
| Q1 25 | $0.91 | $1.11 | ||
| Q4 24 | $1.75 | $1.01 | ||
| Q3 24 | $-0.35 | $1.16 | ||
| Q2 24 | $4.65 | $1.36 |
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 | — | $364.4M |
| 总债务越低越好 | — | $1.9B |
| 股东权益账面价值 | — | $3.2B |
| 总资产 | — | $6.7B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | — | $364.4M | ||
| Q3 25 | — | $449.1M | ||
| Q2 25 | — | $419.3M | ||
| Q1 25 | — | $376.1M | ||
| Q4 24 | — | $373.2M | ||
| Q3 24 | — | $412.7M | ||
| Q2 24 | — | $469.9M |
总债务GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B |
股东权益GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | $11.2B | $3.2B | ||
| Q3 25 | $8.6B | $3.1B | ||
| Q2 25 | $8.9B | $3.1B | ||
| Q1 25 | $8.6B | $2.9B | ||
| Q4 24 | $9.5B | $2.8B | ||
| Q3 24 | $9.5B | $2.9B | ||
| Q2 24 | $9.1B | $2.8B |
总资产GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | $63.0B | $6.7B | ||
| Q3 25 | $54.4B | $6.8B | ||
| Q2 25 | $53.1B | $6.8B | ||
| Q1 25 | $51.6B | $6.6B | ||
| Q4 24 | $51.5B | $6.4B | ||
| Q3 24 | $50.9B | $6.8B | ||
| Q2 24 | $48.1B | $6.6B |
负债/权益比GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× |
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 | — | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $4.8B | $140.7M |
| 自由现金流率自由现金流/营收 | 51.3% | 12.7% |
| 资本支出强度资本支出/营收 | — | 3.8% |
| 现金转化率经营现金流/净利润 | — | 2.94× |
| 过去12个月自由现金流最近4个季度 | $7.5B | $406.1M |
8季度趋势，按日历期对齐
经营现金流GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $183.3M | ||
| Q3 25 | $980.0M | $201.1M | ||
| Q2 25 | $367.0M | $111.3M | ||
| Q1 25 | $1.2B | $58.6M | ||
| Q4 24 | $921.0M | $178.6M | ||
| Q3 24 | $1.1B | $123.2M | ||
| Q2 24 | $979.0M | $124.6M |
自由现金流GEVTKR
| Q1 26 | $4.8B | — | ||
| Q4 25 | $1.8B | $140.7M | ||
| Q3 25 | $733.0M | $163.8M | ||
| Q2 25 | $194.0M | $78.2M | ||
| Q1 25 | $975.0M | $23.4M | ||
| Q4 24 | $571.0M | $125.0M | ||
| Q3 24 | $968.0M | $88.2M | ||
| Q2 24 | $822.0M | $87.3M |
自由现金流率GEVTKR
| Q1 26 | 51.3% | — | ||
| Q4 25 | 16.5% | 12.7% | ||
| Q3 25 | 7.4% | 14.2% | ||
| Q2 25 | 2.1% | 6.7% | ||
| Q1 25 | 12.1% | 2.1% | ||
| Q4 24 | 5.4% | 11.6% | ||
| Q3 24 | 10.9% | 7.8% | ||
| Q2 24 | 10.0% | 7.4% |
资本支出强度GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 3.8% | ||
| Q3 25 | 2.5% | 3.2% | ||
| Q2 25 | 1.9% | 2.8% | ||
| Q1 25 | 2.3% | 3.1% | ||
| Q4 24 | 3.3% | 5.0% | ||
| Q3 24 | 1.8% | 3.1% | ||
| Q2 24 | 1.9% | 3.2% |
现金转化率GEVTKR
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 2.94× | ||
| Q3 25 | 2.17× | 2.90× | ||
| Q2 25 | 0.71× | 1.42× | ||
| Q1 25 | 4.57× | 0.75× | ||
| Q4 24 | 1.90× | 2.51× | ||
| Q3 24 | — | 1.51× | ||
| Q2 24 | 0.76× | 1.30× |
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% |
TKR
| Industrial Motion | $574.1M | 52% |
| Other | $536.9M | 48% |
