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金田有限公司（GFI）与纽蒙特（NEM）财务数据对比。点击上方公司名可切换其他公司
纽蒙特的季度营收约是金田有限公司的1.4倍（$7.3B vs $5.2B），纽蒙特净利率更高（26.0% vs 24.8%，领先1.2%），金田有限公司同比增速更快（15.6% vs -31.4%），纽蒙特自由现金流更多（$1.2B vs $423.6M）
金田有限公司是全球顶尖的黄金开采企业之一，总部位于南非约翰内斯堡，同时在约翰内斯堡证券交易所、纽约证券交易所两地上市。公司1998年由南非金田公司与Gencor Limited的黄金资产合并组建，历史可追溯至1887年塞西尔·罗德斯创办南非金田有限公司时期。
纽蒙特公司是总部位于美国科罗拉多州丹佛市的金矿企业，为全球规模最大的金矿开采集团。公司成立于1921年，在全球十余个国家持有金矿资产，还与巴里克矿业共同持有内华达金矿的部分股权，除黄金外也开采铜、银、锌、铅等多种金属。
GFI vs NEM — 直观对比
营收规模更大
NEM
是对方的1.4倍
$5.2B
营收增速更快
GFI
高出47.0%
-31.4%
净利率更高
NEM
高出1.2%
24.8%
自由现金流更多
NEM
多$781.4M
$423.6M
损益表 — Q4 FY2024 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $7.3B |
| 净利润 | $1.3B | $1.9B |
| 毛利率 | 45.3% | — |
| 营业利润率 | — | — |
| 净利率 | 24.8% | 26.0% |
| 营收同比 | 15.6% | -31.4% |
| 净利润同比 | 77.7% | -8.3% |
| 每股收益（稀释后） | $1.38 | $1.68 |
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GFINEM
| Q1 26 | — | $7.3B | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $5.5B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | $5.2B | $5.7B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.4B |
净利润GFINEM
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | — | $922.0M | ||
| Q2 24 | — | $853.0M |
毛利率GFINEM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 45.3% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率GFINEM
| Q1 26 | — | — | ||
| Q4 25 | — | 47.6% | ||
| Q3 25 | — | 45.4% | ||
| Q2 25 | — | 58.6% | ||
| Q1 25 | — | 49.3% | ||
| Q4 24 | — | 36.3% | ||
| Q3 24 | — | 23.0% | ||
| Q2 24 | — | 23.5% |
净利率GFINEM
| Q1 26 | — | 26.0% | ||
| Q4 25 | — | 19.1% | ||
| Q3 25 | — | 33.2% | ||
| Q2 25 | — | 38.8% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | 24.8% | 24.8% | ||
| Q3 24 | — | 20.0% | ||
| Q2 24 | — | 19.4% |
每股收益（稀释后）GFINEM
| Q1 26 | — | $1.68 | ||
| Q4 25 | — | $1.19 | ||
| Q3 25 | — | $1.67 | ||
| Q2 25 | — | $1.85 | ||
| Q1 25 | — | $1.68 | ||
| Q4 24 | $1.38 | $1.23 | ||
| Q3 24 | — | $0.80 | ||
| Q2 24 | — | $0.74 |
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 | $860.2M | $4.7B |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $5.4B | $31.4B |
| 总资产 | $10.1B | $55.5B |
| 负债/权益比越低杠杆越低 | 0.46× | — |
8季度趋势，按日历期对齐
现金及短期投资GFINEM
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $8.2B | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $6.7B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | $860.2M | $3.6B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $2.7B |
总债务GFINEM
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.2B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $7.5B | ||
| Q4 24 | $2.5B | $8.5B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.7B |
股东权益GFINEM
| Q1 26 | — | $31.4B | ||
| Q4 25 | — | $33.9B | ||
| Q3 25 | — | $33.2B | ||
| Q2 25 | — | $32.1B | ||
| Q1 25 | — | $31.2B | ||
| Q4 24 | $5.4B | $29.9B | ||
| Q3 24 | — | $29.7B | ||
| Q2 24 | — | $29.4B |
总资产GFINEM
| Q1 26 | — | $55.5B | ||
| Q4 25 | — | $57.1B | ||
| Q3 25 | — | $54.7B | ||
| Q2 25 | — | $55.2B | ||
| Q1 25 | — | $55.5B | ||
| Q4 24 | $10.1B | $56.3B | ||
| Q3 24 | — | $56.2B | ||
| Q2 24 | — | $55.7B |
负债/权益比GFINEM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 0.46× | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.30× |
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 | $1.6B | — |
| 自由现金流经营现金流 - 资本支出 | $423.6M | $1.2B |
| 自由现金流率自由现金流/营收 | 8.1% | 16.5% |
| 资本支出强度资本支出/营收 | 22.8% | 11.3% |
| 现金转化率经营现金流/净利润 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | — | $7.3B |
8季度趋势，按日历期对齐
经营现金流GFINEM
| Q1 26 | — | — | ||
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $1.6B | $2.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.4B |
自由现金流GFINEM
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $423.6M | $1.6B | ||
| Q3 24 | — | $771.0M | ||
| Q2 24 | — | $628.0M |
自由现金流率GFINEM
| Q1 26 | — | 16.5% | ||
| Q4 25 | — | 41.3% | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | 32.2% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | 8.1% | 28.9% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 14.3% |
资本支出强度GFINEM
| Q1 26 | — | 11.3% | ||
| Q4 25 | — | 11.9% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | — | 16.5% | ||
| Q4 24 | 22.8% | 15.5% | ||
| Q3 24 | — | 19.0% | ||
| Q2 24 | — | 18.2% |
现金转化率GFINEM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.78× | ||
| Q3 25 | — | 1.25× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | 1.25× | 1.79× | ||
| Q3 24 | — | 1.79× | ||
| Q2 24 | — | 1.67× |
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
GFI
暂无分部数据
NEM
| Consolidated gold sales, net | $6.0B | 83% |
| Other | $506.0M | 7% |
| Consolidated copper sales, net | $354.0M | 5% |
| Consolidated silver sales, net | $188.0M | 3% |
| Consolidated zinc sales, net | $181.0M | 2% |
| Consolidated lead sales, net | $42.0M | 1% |
