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Global Payments（GPN）与WEIS MARKETS INC（WMK）财务数据对比。点击上方公司名可切换其他公司
Global Payments的季度营收约是WEIS MARKETS INC的1.0倍（$1.3B vs $1.3B），Global Payments净利率更高（16.4% vs 2.5%，领先13.9%），WEIS MARKETS INC同比增速更快（5.0% vs -47.1%），Global Payments自由现金流更多（$347.0M vs $36.4M），过去两年WEIS MARKETS INC的营收复合增速更高（4.7% vs -25.9%）
Global Payments Inc.是美国跨国金融科技企业，面向商户、发卡机构及消费者提供支付技术与相关服务，支持信用卡、借记卡、数字支付及非接触式支付的交易处理，2021年6月入选《财富》500强榜单。
魏斯市场（Weis Markets）是美国本土食品零售企业，总部位于宾夕法尼亚州森伯里。目前在宾夕法尼亚、马里兰、纽约、新泽西、西弗吉尼亚、弗吉尼亚、特拉华七个州运营200家门店，员工规模超2.3万人。
GPN vs WMK — 直观对比
营收规模更大
GPN
是对方的1.0倍
$1.3B
营收增速更快
WMK
高出52.2%
-47.1%
净利率更高
GPN
高出13.9%
2.5%
自由现金流更多
GPN
多$310.6M
$36.4M
两年增速更快
WMK
近两年复合增速
-25.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.3B |
| 净利润 | $217.5M | $32.0M |
| 毛利率 | 89.7% | 25.3% |
| 营业利润率 | 5.9% | 3.2% |
| 净利率 | 16.4% | 2.5% |
| 营收同比 | -47.1% | 5.0% |
| 净利润同比 | -61.6% | -5.1% |
| 每股收益（稀释后） | $0.91 | $1.27 |
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GPNWMK
| Q4 25 | $1.3B | $1.3B | ||
| Q3 25 | $2.0B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.4B | $1.2B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.6B | $1.2B | ||
| Q1 24 | $2.4B | $1.2B |
净利润GPNWMK
| Q4 25 | $217.5M | $32.0M | ||
| Q3 25 | $635.2M | $16.9M | ||
| Q2 25 | $241.6M | $25.3M | ||
| Q1 25 | $305.7M | $19.5M | ||
| Q4 24 | $567.2M | $33.7M | ||
| Q3 24 | $315.1M | $24.5M | ||
| Q2 24 | $374.8M | $25.4M | ||
| Q1 24 | $313.3M | $22.4M |
毛利率GPNWMK
| Q4 25 | 89.7% | 25.3% | ||
| Q3 25 | 72.3% | 24.7% | ||
| Q2 25 | 74.5% | 25.2% | ||
| Q1 25 | 61.8% | 24.8% | ||
| Q4 24 | 62.1% | 25.4% | ||
| Q3 24 | 63.6% | 24.6% | ||
| Q2 24 | 63.5% | 25.1% | ||
| Q1 24 | 61.9% | 24.9% |
营业利润率GPNWMK
| Q4 25 | 5.9% | 3.2% | ||
| Q3 25 | 38.8% | 1.7% | ||
| Q2 25 | 21.8% | 2.5% | ||
| Q1 25 | 19.5% | 1.8% | ||
| Q4 24 | 33.1% | 3.3% | ||
| Q3 24 | 18.3% | 2.3% | ||
| Q2 24 | 22.3% | 2.6% | ||
| Q1 24 | 18.7% | 2.2% |
净利率GPNWMK
| Q4 25 | 16.4% | 2.5% | ||
| Q3 25 | 31.6% | 1.4% | ||
| Q2 25 | 12.3% | 2.1% | ||
| Q1 25 | 12.7% | 1.6% | ||
| Q4 24 | 22.5% | 2.7% | ||
| Q3 24 | 12.1% | 2.1% | ||
| Q2 24 | 14.6% | 2.1% | ||
| Q1 24 | 12.9% | 1.9% |
每股收益（稀释后）GPNWMK
| Q4 25 | $0.91 | $1.27 | ||
| Q3 25 | $2.64 | $0.69 | ||
| Q2 25 | $0.99 | $0.96 | ||
| Q1 25 | $1.24 | $0.73 | ||
| Q4 24 | $2.23 | $1.25 | ||
| Q3 24 | $1.24 | $0.91 | ||
| Q2 24 | $1.47 | $0.95 | ||
| Q1 24 | $1.22 | $0.83 |
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 | $8.3B | $214.2M |
| 总债务越低越好 | $19.5B | — |
| 股东权益账面价值 | $22.9B | $1.4B |
| 总资产 | $53.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.85× | — |
8季度趋势，按日历期对齐
现金及短期投资GPNWMK
| Q4 25 | $8.3B | $214.2M | ||
| Q3 25 | $2.6B | $177.6M | ||
| Q2 25 | $2.6B | $188.8M | ||
| Q1 25 | $2.9B | $337.9M | ||
| Q4 24 | $2.5B | $382.3M | ||
| Q3 24 | $2.9B | $381.2M | ||
| Q2 24 | $2.1B | $398.7M | ||
| Q1 24 | $2.2B | $397.5M |
总债务GPNWMK
| Q4 25 | $19.5B | — | ||
| Q3 25 | $13.3B | — | ||
| Q2 25 | $14.2B | — | ||
| Q1 25 | $15.0B | — | ||
| Q4 24 | $15.2B | — | ||
| Q3 24 | $15.2B | — | ||
| Q2 24 | $15.6B | — | ||
| Q1 24 | $15.6B | — |
股东权益GPNWMK
| Q4 25 | $22.9B | $1.4B | ||
| Q3 25 | $22.7B | $1.3B | ||
| Q2 25 | $22.6B | $1.3B | ||
| Q1 25 | $22.2B | $1.4B | ||
| Q4 24 | $22.3B | $1.4B | ||
| Q3 24 | $22.8B | $1.4B | ||
| Q2 24 | $22.4B | $1.4B | ||
| Q1 24 | $22.2B | $1.4B |
总资产GPNWMK
| Q4 25 | $53.3B | $2.0B | ||
| Q3 25 | $48.0B | $2.0B | ||
| Q2 25 | $48.5B | $1.9B | ||
| Q1 25 | $47.6B | $2.1B | ||
| Q4 24 | $46.9B | $2.1B | ||
| Q3 24 | $50.0B | $2.1B | ||
| Q2 24 | $50.8B | $2.1B | ||
| Q1 24 | $51.8B | $2.0B |
负债/权益比GPNWMK
| Q4 25 | 0.85× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.67× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.67× | — | ||
| Q2 24 | 0.70× | — | ||
| Q1 24 | 0.70× | — |
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 | $515.2M | $86.6M |
| 自由现金流经营现金流 - 资本支出 | $347.0M | $36.4M |
| 自由现金流率自由现金流/营收 | 26.1% | 2.8% |
| 资本支出强度资本支出/营收 | 12.7% | 3.9% |
| 现金转化率经营现金流/净利润 | 2.37× | 2.71× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $4.8M |
8季度趋势，按日历期对齐
经营现金流GPNWMK
| Q4 25 | $515.2M | $86.6M | ||
| Q3 25 | $768.7M | $59.2M | ||
| Q2 25 | $817.5M | $56.6M | ||
| Q1 25 | $555.1M | $4.9M | ||
| Q4 24 | $653.4M | $87.1M | ||
| Q3 24 | $1.7B | $25.8M | ||
| Q2 24 | $736.9M | $40.3M | ||
| Q1 24 | $416.3M | $34.2M |
自由现金流GPNWMK
| Q4 25 | $347.0M | $36.4M | ||
| Q3 25 | $598.9M | $-4.7M | ||
| Q2 25 | $665.4M | $1.4M | ||
| Q1 25 | $427.5M | $-28.3M | ||
| Q4 24 | $469.4M | $33.7M | ||
| Q3 24 | $1.6B | $-16.5M | ||
| Q2 24 | $557.7M | $10.2M | ||
| Q1 24 | $270.9M | $-1.3M |
自由现金流率GPNWMK
| Q4 25 | 26.1% | 2.8% | ||
| Q3 25 | 29.8% | -0.4% | ||
| Q2 25 | 34.0% | 0.1% | ||
| Q1 25 | 17.7% | -2.4% | ||
| Q4 24 | 18.7% | 2.7% | ||
| Q3 24 | 60.0% | -1.4% | ||
| Q2 24 | 21.7% | 0.9% | ||
| Q1 24 | 11.2% | -0.1% |
资本支出强度GPNWMK
| Q4 25 | 12.7% | 3.9% | ||
| Q3 25 | 8.5% | 5.1% | ||
| Q2 25 | 7.8% | 4.5% | ||
| Q1 25 | 5.3% | 2.8% | ||
| Q4 24 | 7.3% | 4.3% | ||
| Q3 24 | 6.4% | 3.6% | ||
| Q2 24 | 7.0% | 2.5% | ||
| Q1 24 | 6.0% | 3.0% |
现金转化率GPNWMK
| Q4 25 | 2.37× | 2.71× | ||
| Q3 25 | 1.21× | 3.50× | ||
| Q2 25 | 3.38× | 2.24× | ||
| Q1 25 | 1.82× | 0.25× | ||
| Q4 24 | 1.15× | 2.59× | ||
| Q3 24 | 5.48× | 1.05× | ||
| Q2 24 | 1.97× | 1.58× | ||
| Q1 24 | 1.33× | 1.53× |
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
GPN
| Integrated And Embedded Solutions | $869.3M | 65% |
| Point Of Sale And Software Solutions | $281.7M | 21% |
| Other | $178.4M | 13% |
WMK
| Grocery | $1.0B | 80% |
| Pharmacy | $186.7M | 14% |
| Fuel Product | $66.5M | 5% |
| Services | $5.9M | 0% |
| Manufacturing | $2.2M | 0% |
