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固铂轮胎（GT）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
固铂轮胎的季度营收约是西部数据的1.6倍（$4.9B vs $3.0B），西部数据净利率更高（61.1% vs 2.1%，领先58.9%），西部数据同比增速更快（31.5% vs -0.6%），过去两年固铂轮胎的营收复合增速更高（4.1% vs -6.6%）
固铂轮胎橡胶公司是美国知名轮胎企业，专注于乘用车、卡车替换轮胎的设计、生产、营销与销售，旗下子公司还覆盖中型卡车、摩托车及赛车轮胎业务。公司总部位于俄亥俄州芬德利，在全球拥有60处制造、销售、配送、技术及研发设计基地，旗下还拥有英国雅芳轮胎品牌，生产摩托车等品类的轮胎产品。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
GT vs WDC — 直观对比
营收规模更大
GT
是对方的1.6倍
$3.0B
营收增速更快
WDC
高出32.1%
-0.6%
净利率更高
WDC
高出58.9%
2.1%
两年增速更快
GT
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $3.0B |
| 净利润 | $105.0M | $1.8B |
| 毛利率 | 20.9% | 45.7% |
| 营业利润率 | 3.3% | 30.1% |
| 净利率 | 2.1% | 61.1% |
| 营收同比 | -0.6% | 31.5% |
| 净利润同比 | 43.8% | 254.2% |
| 每股收益（稀释后） | $0.36 | $4.73 |
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GTWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.9B | $2.8B | ||
| Q3 25 | $4.6B | — | ||
| Q2 25 | $4.5B | $-1.2B | ||
| Q1 25 | $4.3B | $2.3B | ||
| Q4 24 | $4.9B | $4.3B | ||
| Q3 24 | $4.8B | $4.1B | ||
| Q2 24 | $4.6B | $3.8B |
净利润GTWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $105.0M | $1.2B | ||
| Q3 25 | $-2.2B | — | ||
| Q2 25 | $254.0M | $282.0M | ||
| Q1 25 | $115.0M | $520.0M | ||
| Q4 24 | $73.0M | $594.0M | ||
| Q3 24 | $-37.0M | $493.0M | ||
| Q2 24 | $79.0M | $39.0M |
毛利率GTWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 20.9% | 43.5% | ||
| Q3 25 | 18.2% | — | ||
| Q2 25 | 17.0% | — | ||
| Q1 25 | 17.4% | 39.8% | ||
| Q4 24 | 19.9% | 35.4% | ||
| Q3 24 | 19.5% | 37.9% | ||
| Q2 24 | 20.6% | 35.9% |
营业利润率GTWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 3.3% | 28.1% | ||
| Q3 25 | -15.8% | — | ||
| Q2 25 | 6.8% | — | ||
| Q1 25 | 3.1% | 33.1% | ||
| Q4 24 | 1.5% | 19.9% | ||
| Q3 24 | -0.6% | 18.1% | ||
| Q2 24 | 2.9% | 5.7% |
净利率GTWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 2.1% | 41.9% | ||
| Q3 25 | -47.3% | — | ||
| Q2 25 | 5.7% | -24.4% | ||
| Q1 25 | 2.7% | 22.7% | ||
| Q4 24 | 1.5% | 13.9% | ||
| Q3 24 | -0.8% | 12.0% | ||
| Q2 24 | 1.7% | 1.0% |
每股收益（稀释后）GTWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $0.36 | $3.07 | ||
| Q3 25 | $-7.62 | — | ||
| Q2 25 | $0.87 | $0.72 | ||
| Q1 25 | $0.40 | $1.42 | ||
| Q4 24 | $0.25 | $1.63 | ||
| Q3 24 | $-0.13 | $1.35 | ||
| Q2 24 | $0.28 | $0.15 |
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 | $801.0M | $2.0B |
| 总债务越低越好 | $5.3B | $4.7B |
| 股东权益账面价值 | $3.2B | $7.1B |
| 总资产 | $18.2B | $15.6B |
| 负债/权益比越低杠杆越低 | 1.65× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资GTWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $801.0M | $2.0B | ||
| Q3 25 | $810.0M | — | ||
| Q2 25 | $785.0M | $2.1B | ||
| Q1 25 | $902.0M | $3.5B | ||
| Q4 24 | $810.0M | $2.3B | ||
| Q3 24 | $905.0M | $1.7B | ||
| Q2 24 | $789.0M | $1.9B |
总债务GTWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | $5.3B | $4.7B | ||
| Q3 25 | $7.3B | — | ||
| Q2 25 | $6.6B | $4.7B | ||
| Q1 25 | $7.3B | $7.3B | ||
| Q4 24 | $6.4B | $7.4B | ||
| Q3 24 | $7.4B | $7.4B | ||
| Q2 24 | $6.8B | $7.4B |
股东权益GTWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $3.2B | $5.9B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $5.1B | $5.3B | ||
| Q1 25 | $4.9B | $5.2B | ||
| Q4 24 | $4.7B | $12.1B | ||
| Q3 24 | $4.7B | $11.6B | ||
| Q2 24 | $4.7B | $10.8B |
总资产GTWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $18.2B | $14.4B | ||
| Q3 25 | $20.2B | — | ||
| Q2 25 | $22.3B | $14.0B | ||
| Q1 25 | $21.7B | $16.4B | ||
| Q4 24 | $20.9B | $25.5B | ||
| Q3 24 | $22.5B | $24.8B | ||
| Q2 24 | $22.0B | $24.2B |
负债/权益比GTWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | 1.65× | 0.80× | ||
| Q3 25 | 2.42× | — | ||
| Q2 25 | 1.28× | 0.89× | ||
| Q1 25 | 1.48× | 1.42× | ||
| Q4 24 | 1.37× | 0.61× | ||
| Q3 24 | 1.57× | 0.64× | ||
| Q2 24 | 1.45× | 0.69× |
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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 27.2% | — |
| 资本支出强度资本支出/营收 | 3.6% | — |
| 现金转化率经营现金流/净利润 | 14.40× | — |
| 过去12个月自由现金流最近4个季度 | $-30.0M | — |
8季度趋势，按日历期对齐
经营现金流GTWDC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $672.0M | ||
| Q3 25 | $2.0M | — | ||
| Q2 25 | $-180.0M | $746.0M | ||
| Q1 25 | $-538.0M | $508.0M | ||
| Q4 24 | $1.3B | $403.0M | ||
| Q3 24 | $-73.0M | $34.0M | ||
| Q2 24 | $-67.0M | $366.0M |
自由现金流GTWDC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $599.0M | ||
| Q3 25 | $-181.0M | — | ||
| Q2 25 | $-387.0M | $675.0M | ||
| Q1 25 | $-797.0M | $379.0M | ||
| Q4 24 | $1.0B | $287.0M | ||
| Q3 24 | $-351.0M | $-62.0M | ||
| Q2 24 | $-383.0M | $250.0M |
自由现金流率GTWDC
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | 21.3% | ||
| Q3 25 | -3.9% | — | ||
| Q2 25 | -8.7% | -58.5% | ||
| Q1 25 | -18.7% | 16.5% | ||
| Q4 24 | 20.5% | 6.7% | ||
| Q3 24 | -7.3% | -1.5% | ||
| Q2 24 | -8.4% | 6.6% |
资本支出强度GTWDC
| Q1 26 | — | — | ||
| Q4 25 | 3.6% | 2.6% | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 4.6% | -6.2% | ||
| Q1 25 | 6.1% | 5.6% | ||
| Q4 24 | 5.6% | 2.7% | ||
| Q3 24 | 5.8% | 2.3% | ||
| Q2 24 | 6.9% | 3.1% |
现金转化率GTWDC
| Q1 26 | — | — | ||
| Q4 25 | 14.40× | 0.57× | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.71× | 2.65× | ||
| Q1 25 | -4.68× | 0.98× | ||
| Q4 24 | 17.66× | 0.68× | ||
| Q3 24 | — | 0.07× | ||
| Q2 24 | -0.85× | 9.38× |
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
GT
| Tire Unit Sales | $2.4B | 50% |
| Other | $2.3B | 46% |
| Other Tireand Related Sales | $192.0M | 4% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
