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HELIX ENERGY SOLUTIONS GROUP INC（HLX）与棒约翰（PZZA）财务数据对比。点击上方公司名可切换其他公司
棒约翰的季度营收约是HELIX ENERGY SOLUTIONS GROUP INC的1.7倍（$498.2M vs $287.9M），棒约翰净利率更高（1.4% vs -4.7%，领先6.1%），棒约翰同比增速更快（-6.1% vs -13.8%），HELIX ENERGY SOLUTIONS GROUP INC自由现金流更多（$59.0M vs $2.1M），过去两年棒约翰的营收复合增速更高（-1.5% vs -11.2%）
Helix Energy Solutions是总部位于美国得克萨斯州休斯顿的油气服务企业，2006年前名为Cal Dive International。该企业是全球离岸油气服务供应商，为新建及在产油气田提供油井干预作业以及遥控潜水器作业服务。
棒约翰国际是源自美国的知名披萨餐饮连锁品牌，截至2023年，它是美国市场规模第四大披萨外送连锁餐饮集团，总部设于肯塔基州路易斯维尔与佐治亚州亚特兰大的都会区，在全球多地开设门店，主打披萨外卖业务。
HLX vs PZZA — 直观对比
营收规模更大
PZZA
是对方的1.7倍
$287.9M
营收增速更快
PZZA
高出7.7%
-13.8%
净利率更高
PZZA
高出6.1%
-4.7%
自由现金流更多
HLX
多$56.9M
$2.1M
两年增速更快
PZZA
近两年复合增速
-11.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $287.9M | $498.2M |
| 净利润 | $-13.4M | $7.1M |
| 毛利率 | 3.1% | — |
| 营业利润率 | — | 4.9% |
| 净利率 | -4.7% | 1.4% |
| 营收同比 | -13.8% | -6.1% |
| 净利润同比 | -262.1% | -52.2% |
| 每股收益（稀释后） | $-0.09 | $0.22 |
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HLXPZZA
| Q1 26 | $287.9M | — | ||
| Q4 25 | $334.2M | $498.2M | ||
| Q3 25 | $377.0M | $508.2M | ||
| Q2 25 | $302.3M | $529.2M | ||
| Q1 25 | $278.1M | $518.3M | ||
| Q4 24 | $355.1M | $530.8M | ||
| Q3 24 | $342.4M | $506.8M | ||
| Q2 24 | $364.8M | $507.9M |
净利润HLXPZZA
| Q1 26 | $-13.4M | — | ||
| Q4 25 | $8.3M | $7.1M | ||
| Q3 25 | $22.1M | $4.7M | ||
| Q2 25 | $-2.6M | $9.5M | ||
| Q1 25 | $3.1M | $9.2M | ||
| Q4 24 | $20.1M | $14.8M | ||
| Q3 24 | $29.5M | $41.8M | ||
| Q2 24 | $32.3M | $12.2M |
毛利率HLXPZZA
| Q1 26 | 3.1% | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 17.5% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | 9.9% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 19.2% | — | ||
| Q2 24 | 20.7% | — |
营业利润率HLXPZZA
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 4.9% | ||
| Q3 25 | 12.7% | 3.2% | ||
| Q2 25 | -1.0% | 4.6% | ||
| Q1 25 | 2.9% | 4.6% | ||
| Q4 24 | 8.7% | 5.6% | ||
| Q3 24 | 13.0% | 12.9% | ||
| Q2 24 | 14.6% | 5.6% |
净利率HLXPZZA
| Q1 26 | -4.7% | — | ||
| Q4 25 | 2.5% | 1.4% | ||
| Q3 25 | 5.9% | 0.9% | ||
| Q2 25 | -0.9% | 1.8% | ||
| Q1 25 | 1.1% | 1.8% | ||
| Q4 24 | 5.7% | 2.8% | ||
| Q3 24 | 8.6% | 8.2% | ||
| Q2 24 | 8.9% | 2.4% |
每股收益（稀释后）HLXPZZA
| Q1 26 | $-0.09 | — | ||
| Q4 25 | $0.06 | $0.22 | ||
| Q3 25 | $0.15 | $0.13 | ||
| Q2 25 | $-0.02 | $0.28 | ||
| Q1 25 | $0.02 | $0.27 | ||
| Q4 24 | $0.13 | $0.46 | ||
| Q3 24 | $0.19 | $1.27 | ||
| Q2 24 | $0.21 | $0.37 |
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 | $501.3M | $34.6M |
| 总债务越低越好 | $303.8M | $722.3M |
| 股东权益账面价值 | $1.6B | $-444.8M |
| 总资产 | $2.6B | $837.5M |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
现金及短期投资HLXPZZA
| Q1 26 | $501.3M | — | ||
| Q4 25 | $445.2M | $34.6M | ||
| Q3 25 | $338.0M | $39.0M | ||
| Q2 25 | $319.7M | $33.3M | ||
| Q1 25 | $370.0M | $44.0M | ||
| Q4 24 | $368.0M | $38.0M | ||
| Q3 24 | $324.1M | $17.6M | ||
| Q2 24 | $275.1M | $24.3M |
总债务HLXPZZA
| Q1 26 | $303.8M | — | ||
| Q4 25 | $308.0M | $722.3M | ||
| Q3 25 | $307.5M | — | ||
| Q2 25 | $311.6M | — | ||
| Q1 25 | $311.1M | — | ||
| Q4 24 | $315.2M | — | ||
| Q3 24 | $314.7M | — | ||
| Q2 24 | $318.6M | — |
股东权益HLXPZZA
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $-444.8M | ||
| Q3 25 | $1.6B | $-439.3M | ||
| Q2 25 | $1.6B | $-432.0M | ||
| Q1 25 | $1.5B | $-431.9M | ||
| Q4 24 | $1.5B | $-429.5M | ||
| Q3 24 | $1.6B | $-430.9M | ||
| Q2 24 | $1.5B | $-461.7M |
总资产HLXPZZA
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $837.5M | ||
| Q3 25 | $2.6B | $884.1M | ||
| Q2 25 | $2.7B | $890.4M | ||
| Q1 25 | $2.6B | $898.1M | ||
| Q4 24 | $2.6B | $889.0M | ||
| Q3 24 | $2.7B | $860.9M | ||
| Q2 24 | $2.6B | $838.4M |
负债/权益比HLXPZZA
| Q1 26 | 0.20× | — | ||
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.20× | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | 0.20× | — | ||
| Q2 24 | 0.21× | — |
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 | $61.8M | $19.8M |
| 自由现金流经营现金流 - 资本支出 | $59.0M | $2.1M |
| 自由现金流率自由现金流/营收 | 20.5% | 0.4% |
| 资本支出强度资本支出/营收 | 1.0% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 2.80× |
| 过去12个月自由现金流最近4个季度 | $167.4M | $61.3M |
8季度趋势，按日历期对齐
经营现金流HLXPZZA
| Q1 26 | $61.8M | — | ||
| Q4 25 | $113.2M | $19.8M | ||
| Q3 25 | $24.3M | $39.3M | ||
| Q2 25 | $-17.1M | $35.5M | ||
| Q1 25 | $16.4M | $31.3M | ||
| Q4 24 | $78.0M | $50.7M | ||
| Q3 24 | $55.7M | $13.9M | ||
| Q2 24 | $-12.2M | $30.0M |
自由现金流HLXPZZA
| Q1 26 | $59.0M | — | ||
| Q4 25 | $107.5M | $2.1M | ||
| Q3 25 | $22.6M | $22.7M | ||
| Q2 25 | $-21.6M | $17.4M | ||
| Q1 25 | $12.0M | $19.1M | ||
| Q4 24 | $65.5M | $25.2M | ||
| Q3 24 | $52.5M | $-3.8M | ||
| Q2 24 | $-16.2M | $13.9M |
自由现金流率HLXPZZA
| Q1 26 | 20.5% | — | ||
| Q4 25 | 32.2% | 0.4% | ||
| Q3 25 | 6.0% | 4.5% | ||
| Q2 25 | -7.1% | 3.3% | ||
| Q1 25 | 4.3% | 3.7% | ||
| Q4 24 | 18.4% | 4.7% | ||
| Q3 24 | 15.3% | -0.8% | ||
| Q2 24 | -4.4% | 2.7% |
资本支出强度HLXPZZA
| Q1 26 | 1.0% | — | ||
| Q4 25 | 1.7% | 3.6% | ||
| Q3 25 | 0.4% | 3.3% | ||
| Q2 25 | 1.5% | 3.4% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 3.5% | 4.8% | ||
| Q3 24 | 0.9% | 3.5% | ||
| Q2 24 | 1.1% | 3.2% |
现金转化率HLXPZZA
| Q1 26 | — | — | ||
| Q4 25 | 13.68× | 2.80× | ||
| Q3 25 | 1.10× | 8.36× | ||
| Q2 25 | — | 3.73× | ||
| Q1 25 | 5.35× | 3.40× | ||
| Q4 24 | 3.88× | 3.43× | ||
| Q3 24 | 1.89× | 0.33× | ||
| Q2 24 | -0.38× | 2.45× |
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
HLX
暂无分部数据
PZZA
| Commissary | $236.8M | 48% |
| Company Owned Restaurant Sales | $154.4M | 31% |
| Franchisor | $47.5M | 10% |
| Advertising | $37.2M | 7% |
| Other | $22.2M | 4% |
