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高盛（GS）与斯伦贝谢（SLB）财务数据对比。点击上方公司名可切换其他公司
高盛的季度营收约是斯伦贝谢的2.0倍（$17.2B vs $8.7B），高盛净利率更高（32.7% vs 8.6%，领先24.1%），高盛同比增速更快（18.6% vs 2.7%），过去两年高盛的营收复合增速更高（10.1% vs -2.3%）
高盛集团是美国跨国投资银行及金融服务提供商，创立于1869年，总部位于纽约市曼哈顿下城，在全球多个国际金融中心设有区域总部。按营收计算，高盛是全球规模最大的投资银行之一，位列美国《财富》500强总营收榜单第55位。
SLB前身为斯伦贝谢，是全球知名的跨国油田服务企业。1926年创立于法国，现注册地为库拉索威廉斯塔德，在巴黎、休斯敦、伦敦、海牙四地设有核心行政办公室，截至2022年按营收计算是全球最大的海上钻井企业及海上钻井承包商。
GS vs SLB — 直观对比
营收规模更大
GS
是对方的2.0倍
$8.7B
营收增速更快
GS
高出15.9%
2.7%
净利率更高
GS
高出24.1%
8.6%
两年增速更快
GS
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.2B | $8.7B |
| 净利润 | $5.6B | $752.0M |
| 毛利率 | — | — |
| 营业利润率 | 39.5% | — |
| 净利率 | 32.7% | 8.6% |
| 营收同比 | 18.6% | 2.7% |
| 净利润同比 | 18.8% | -5.6% |
| 每股收益（稀释后） | — | $0.50 |
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GSSLB
| Q1 26 | $17.2B | $8.7B | ||
| Q4 25 | $13.5B | $9.7B | ||
| Q3 25 | $15.2B | $8.9B | ||
| Q2 25 | $14.6B | $8.5B | ||
| Q1 25 | $15.1B | $8.5B | ||
| Q4 24 | — | $9.3B | ||
| Q3 24 | $12.7B | $9.2B | ||
| Q2 24 | $12.7B | $9.1B |
净利润GSSLB
| Q1 26 | $5.6B | $752.0M | ||
| Q4 25 | $4.6B | $824.0M | ||
| Q3 25 | $4.1B | $739.0M | ||
| Q2 25 | $3.7B | $1.0B | ||
| Q1 25 | $4.7B | $797.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $3.0B | $1.2B | ||
| Q2 24 | $3.0B | $1.1B |
营业利润率GSSLB
| Q1 26 | 39.5% | — | ||
| Q4 25 | 43.5% | 9.7% | ||
| Q3 25 | 35.5% | 11.2% | ||
| Q2 25 | 34.0% | 15.0% | ||
| Q1 25 | 37.5% | 12.5% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | 31.4% | 16.5% | ||
| Q2 24 | 30.8% | 15.5% |
净利率GSSLB
| Q1 26 | 32.7% | 8.6% | ||
| Q4 25 | 34.3% | 8.5% | ||
| Q3 25 | 27.0% | 8.3% | ||
| Q2 25 | 25.5% | 11.9% | ||
| Q1 25 | 31.5% | 9.4% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | 23.5% | 12.9% | ||
| Q2 24 | 23.9% | 12.2% |
每股收益（稀释后）GSSLB
| Q1 26 | — | $0.50 | ||
| Q4 25 | $14.04 | $0.53 | ||
| Q3 25 | $12.25 | $0.50 | ||
| Q2 25 | $10.91 | $0.74 | ||
| Q1 25 | $14.12 | $0.58 | ||
| Q4 24 | — | $0.77 | ||
| Q3 24 | $8.40 | $0.83 | ||
| Q2 24 | $8.62 | $0.77 |
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 | $179.0B | $3.4B |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $123.0B | $27.4B |
| 总资产 | $2062.0B | $19.3B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势，按日历期对齐
现金及短期投资GSSLB
| Q1 26 | $179.0B | $3.4B | ||
| Q4 25 | $164.3B | $1.2B | ||
| Q3 25 | $169.6B | $571.0M | ||
| Q2 25 | $153.0B | $511.0M | ||
| Q1 25 | $167.4B | $961.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $154.7B | $1.4B | ||
| Q2 24 | $206.3B | $1.1B |
总债务GSSLB
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GSSLB
| Q1 26 | $123.0B | $27.4B | ||
| Q4 25 | $125.0B | $26.1B | ||
| Q3 25 | $124.4B | $25.6B | ||
| Q2 25 | $124.1B | $20.3B | ||
| Q1 25 | $124.3B | $19.5B | ||
| Q4 24 | — | $21.1B | ||
| Q3 24 | $121.2B | $21.5B | ||
| Q2 24 | $119.5B | $21.1B |
总资产GSSLB
| Q1 26 | $2062.0B | $19.3B | ||
| Q4 25 | $1809.3B | $54.9B | ||
| Q3 25 | $1808.0B | $55.1B | ||
| Q2 25 | $1785.0B | $48.8B | ||
| Q1 25 | $1766.2B | $49.0B | ||
| Q4 24 | — | $48.9B | ||
| Q3 24 | $1728.1B | $49.8B | ||
| Q2 24 | $1653.3B | $49.4B |
负债/权益比GSSLB
| Q1 26 | — | 0.35× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $103.0M |
| 自由现金流率自由现金流/营收 | — | 1.2% |
| 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 | — | $4.6B |
8季度趋势，按日历期对齐
经营现金流GSSLB
| Q1 26 | — | — | ||
| Q4 25 | $-16.3B | $3.0B | ||
| Q3 25 | $2.7B | $1.7B | ||
| Q2 25 | $5.7B | $1.1B | ||
| Q1 25 | $-37.2B | $660.0M | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $1.4B |
自由现金流GSSLB
| Q1 26 | — | $103.0M | ||
| Q4 25 | $-16.8B | $2.5B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $5.2B | $771.0M | ||
| Q1 25 | $-37.7B | $262.0M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $973.0M |
自由现金流率GSSLB
| Q1 26 | — | 1.2% | ||
| Q4 25 | -124.9% | 25.5% | ||
| Q3 25 | 14.0% | 14.3% | ||
| Q2 25 | 35.6% | 9.0% | ||
| Q1 25 | -250.5% | 3.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 10.6% |
资本支出强度GSSLB
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 5.3% | ||
| Q3 25 | 3.7% | 4.6% | ||
| Q2 25 | 3.3% | 4.3% | ||
| Q1 25 | 3.3% | 4.7% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 5.1% |
现金转化率GSSLB
| Q1 26 | — | — | ||
| Q4 25 | -3.53× | 3.65× | ||
| Q3 25 | 0.65× | 2.28× | ||
| Q2 25 | 1.52× | 1.13× | ||
| Q1 25 | -7.86× | 0.83× | ||
| Q4 24 | — | 2.18× | ||
| Q3 24 | — | 2.06× | ||
| Q2 24 | — | 1.29× |
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
GS
| Management and other fees | $3.1B | 18% |
| FICC intermediation | $2.9B | 17% |
| Equities intermediation | $2.7B | 16% |
| Equities financing | $2.6B | 15% |
| Advisory | $1.5B | 9% |
| FICC financing | $1.1B | 6% |
| Other | $972.0M | 6% |
| Debt underwriting | $811.0M | 5% |
| Private banking and lending | $638.0M | 4% |
| Equity underwriting | $535.0M | 3% |
| Incentive fees | $183.0M | 1% |
| Investments | $180.0M | 1% |
SLB
暂无分部数据
