vs
高盛（GS）与Southern Company（SO）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Southern Company的2.1倍（$17.2B vs $8.4B），高盛净利率更高（32.7% vs 15.9%，领先16.7%），高盛同比增速更快（18.6% vs 8.0%），过去两年Southern Company的营收复合增速更高（14.0% vs 10.1%）
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。
Southern Company是美国燃气电力公用事业控股企业，总部位于佐治亚州亚特兰大，在阿拉巴马州伯明翰设有行政办公室。截至2021年按用户规模计为美国第二大公用事业公司，旗下子公司覆盖6个州，为900万燃气及电力用户提供服务，供电区域达12万平方英里。
GS vs SO — 直观对比
营收规模更大
GS
是对方的2.1倍
$8.4B
营收增速更快
GS
高出10.6%
8.0%
净利率更高
GS
高出16.7%
15.9%
两年增速更快
SO
近两年复合增速
10.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $17.2B | $8.4B |
| 净利润 | $5.6B | $1.3B |
| 毛利率 | — | — |
| 营业利润率 | 39.5% | 24.0% |
| 净利率 | 32.7% | 15.9% |
| 营收同比 | 18.6% | 8.0% |
| 净利润同比 | 18.8% | 5.4% |
| 每股收益（稀释后） | — | — |
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GSSO
| Q1 26 | $17.2B | $8.4B | ||
| Q4 25 | $13.5B | $7.0B | ||
| Q3 25 | $15.2B | $7.8B | ||
| Q2 25 | $14.6B | $7.0B | ||
| Q1 25 | $15.1B | $7.8B | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | $12.7B | $7.3B | ||
| Q2 24 | $12.7B | $6.5B |
净利润GSSO
| Q1 26 | $5.6B | $1.3B | ||
| Q4 25 | $4.6B | $341.0M | ||
| Q3 25 | $4.1B | $1.7B | ||
| Q2 25 | $3.7B | $880.0M | ||
| Q1 25 | $4.7B | $1.3B | ||
| Q4 24 | — | $466.0M | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $3.0B | $1.2B |
营业利润率GSSO
| Q1 26 | 39.5% | 24.0% | ||
| Q4 25 | 43.5% | 13.1% | ||
| Q3 25 | 35.5% | 33.2% | ||
| Q2 25 | 34.0% | 25.3% | ||
| Q1 25 | 37.5% | 25.9% | ||
| Q4 24 | — | 16.7% | ||
| Q3 24 | 31.4% | 32.6% | ||
| Q2 24 | 30.8% | 30.0% |
净利率GSSO
| Q1 26 | 32.7% | 15.9% | ||
| Q4 25 | 34.3% | 4.9% | ||
| Q3 25 | 27.0% | 21.9% | ||
| Q2 25 | 25.5% | 12.6% | ||
| Q1 25 | 31.5% | 16.3% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | 23.5% | 21.1% | ||
| Q2 24 | 23.9% | 18.6% |
每股收益（稀释后）GSSO
| Q1 26 | — | — | ||
| Q4 25 | $14.04 | $0.38 | ||
| Q3 25 | $12.25 | $1.54 | ||
| Q2 25 | $10.91 | $0.79 | ||
| Q1 25 | $14.12 | $1.21 | ||
| Q4 24 | — | $0.48 | ||
| Q3 24 | $8.40 | $1.39 | ||
| Q2 24 | $8.62 | $1.09 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $123.0B | — |
| 总资产 | $2062.0B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GSSO
| Q1 26 | $179.0B | — | ||
| Q4 25 | $164.3B | $1.6B | ||
| Q3 25 | $169.6B | $3.3B | ||
| Q2 25 | $153.0B | $1.3B | ||
| Q1 25 | $167.4B | $2.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $154.7B | $1.0B | ||
| Q2 24 | $206.3B | $1.2B |
总债务GSSO
| Q1 26 | — | — | ||
| Q4 25 | — | $65.6B | ||
| Q3 25 | — | $64.6B | ||
| Q2 25 | — | $63.0B | ||
| Q1 25 | — | $62.9B | ||
| Q4 24 | — | $58.8B | ||
| Q3 24 | — | $61.3B | ||
| Q2 24 | — | $59.9B |
股东权益GSSO
| Q1 26 | $123.0B | — | ||
| Q4 25 | $125.0B | $36.0B | ||
| Q3 25 | $124.4B | $38.3B | ||
| Q2 25 | $124.1B | $37.3B | ||
| Q1 25 | $124.3B | $37.2B | ||
| Q4 24 | — | $33.2B | ||
| Q3 24 | $121.2B | $36.9B | ||
| Q2 24 | $119.5B | $36.1B |
总资产GSSO
| Q1 26 | $2062.0B | — | ||
| Q4 25 | $1809.3B | $155.7B | ||
| Q3 25 | $1808.0B | $153.2B | ||
| Q2 25 | $1785.0B | $148.9B | ||
| Q1 25 | $1766.2B | $148.1B | ||
| Q4 24 | — | $145.2B | ||
| Q3 24 | $1728.1B | $144.0B | ||
| Q2 24 | $1653.3B | $141.9B |
负债/权益比GSSO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.82× | ||
| Q3 25 | — | 1.69× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | — | 1.77× | ||
| Q3 24 | — | 1.66× | ||
| Q2 24 | — | 1.66× |
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% |
SO
暂无分部数据
