vs
Ivanhoe Electric Inc.（IE）与南方铜业（SCCO）财务数据对比。点击上方公司名可切换其他公司
南方铜业的季度营收约是Ivanhoe Electric Inc.的4319.0倍（$3.9B vs $896.0K）。南方铜业净利率更高（33.9% vs -4500.4%，领先4534.3%）。南方铜业同比增速更快（39.0% vs -32.7%）。南方铜业自由现金流更多（$1.1B vs $-25.7M）。过去两年Ivanhoe Electric Inc.的营收复合增速更高（57.8% vs 22.0%）
艾芬豪电气是一家关键矿产勘探开发企业，专注于发掘全球电气化所需的铜、金、银等战略金属矿床，主要业务布局于北美地区，产品供应可再生能源、电动汽车、电网基础设施等相关产业链。
南方铜业注册地为美国特拉华州，总部位于亚利桑那州凤凰城，在秘鲁、墨西哥两地持有多座铜矿、冶炼厂及精炼厂，旗下拥有夸霍内、托克帕拉、布埃纳维斯塔等知名矿山。2024年公司铜产量达21亿磅，同时产出银、钼、锌等多种金属。
IE vs SCCO — 直观对比
营收规模更大
SCCO
是对方的4319.0倍
$896.0K
营收增速更快
SCCO
高出71.7%
-32.7%
净利率更高
SCCO
高出4534.3%
-4500.4%
自由现金流更多
SCCO
多$1.1B
$-25.7M
两年增速更快
IE
近两年复合增速
22.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $896.0K | $3.9B |
| 净利润 | $-40.3M | $1.3B |
| 毛利率 | 69.5% | 62.0% |
| 营业利润率 | -4167.7% | 54.5% |
| 净利率 | -4500.4% | 33.9% |
| 营收同比 | -32.7% | 39.0% |
| 净利润同比 | -318.3% | 64.7% |
| 每股收益（稀释后） | $0.24 | $1.49 |
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IESCCO
| Q4 25 | $896.0K | $3.9B | ||
| Q3 25 | $545.0K | $3.4B | ||
| Q2 25 | $1.1M | $3.1B | ||
| Q1 25 | $735.0K | $3.1B | ||
| Q4 24 | $1.3M | $2.8B | ||
| Q3 24 | $671.0K | $2.9B | ||
| Q2 24 | $538.0K | $3.1B | ||
| Q1 24 | $360.0K | $2.6B |
净利润IESCCO
| Q4 25 | $-40.3M | $1.3B | ||
| Q3 25 | $-17.5M | $1.1B | ||
| Q2 25 | $-23.9M | $976.7M | ||
| Q1 25 | $-34.1M | $949.1M | ||
| Q4 24 | $18.5M | $796.2M | ||
| Q3 24 | $-43.2M | $899.8M | ||
| Q2 24 | $-46.8M | $953.8M | ||
| Q1 24 | $-60.1M | $738.8M |
毛利率IESCCO
| Q4 25 | 69.5% | 62.0% | ||
| Q3 25 | 51.2% | 59.8% | ||
| Q2 25 | 72.5% | 60.3% | ||
| Q1 25 | 60.1% | 57.7% | ||
| Q4 24 | 64.7% | 56.5% | ||
| Q3 24 | 61.8% | 58.3% | ||
| Q2 24 | 64.3% | 59.9% | ||
| Q1 24 | 72.2% | 55.5% |
营业利润率IESCCO
| Q4 25 | -4167.7% | 54.5% | ||
| Q3 25 | -4328.3% | 52.4% | ||
| Q2 25 | -2400.3% | 52.0% | ||
| Q1 25 | -3674.0% | 49.2% | ||
| Q4 24 | -2229.4% | 47.0% | ||
| Q3 24 | -6233.8% | 49.5% | ||
| Q2 24 | -9023.4% | 51.5% | ||
| Q1 24 | -15800.3% | 45.8% |
净利率IESCCO
| Q4 25 | -4500.4% | 33.9% | ||
| Q3 25 | -3214.9% | 32.9% | ||
| Q2 25 | -2233.2% | 32.0% | ||
| Q1 25 | -4645.0% | 30.4% | ||
| Q4 24 | 1386.6% | 28.6% | ||
| Q3 24 | -6443.5% | 30.7% | ||
| Q2 24 | -8695.7% | 30.6% | ||
| Q1 24 | -16693.1% | 28.4% |
每股收益（稀释后）IESCCO
| Q4 25 | $0.24 | $1.49 | ||
| Q3 25 | $0.13 | $1.35 | ||
| Q2 25 | $0.18 | $1.21 | ||
| Q1 25 | $0.24 | $1.19 | ||
| Q4 24 | $-0.14 | $1.02 | ||
| Q3 24 | $0.36 | $1.15 | ||
| Q2 24 | $0.39 | $1.22 | ||
| Q1 24 | $0.46 | $0.95 |
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 | $173.3M | $4.9B |
| 总债务越低越好 | — | $6.8B |
| 股东权益账面价值 | $416.1M | $11.0B |
| 总资产 | $483.3M | $21.4B |
| 负债/权益比越低杠杆越低 | — | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资IESCCO
| Q4 25 | $173.3M | $4.9B | ||
| Q3 25 | $69.5M | $4.5B | ||
| Q2 25 | $88.0M | $4.0B | ||
| Q1 25 | $98.2M | $4.3B | ||
| Q4 24 | $41.0M | $3.5B | ||
| Q3 24 | $81.1M | $3.0B | ||
| Q2 24 | $133.8M | $2.2B | ||
| Q1 24 | $179.4M | $1.6B |
总债务IESCCO
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $6.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $6.3B | ||
| Q1 24 | — | $6.3B |
股东权益IESCCO
| Q4 25 | $416.1M | $11.0B | ||
| Q3 25 | $280.1M | $10.4B | ||
| Q2 25 | $293.3M | $10.0B | ||
| Q1 25 | $307.0M | $9.6B | ||
| Q4 24 | $268.6M | $9.2B | ||
| Q3 24 | $250.1M | $8.9B | ||
| Q2 24 | $289.2M | $8.5B | ||
| Q1 24 | $331.5M | $7.5B |
总资产IESCCO
| Q4 25 | $483.3M | $21.4B | ||
| Q3 25 | $386.2M | $20.3B | ||
| Q2 25 | $400.5M | $19.6B | ||
| Q1 25 | $414.4M | $19.8B | ||
| Q4 24 | $374.9M | $18.7B | ||
| Q3 24 | $375.4M | $18.4B | ||
| Q2 24 | $416.3M | $17.8B | ||
| Q1 24 | $461.2M | $16.8B |
负债/权益比IESCCO
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.74× | ||
| Q1 24 | — | 0.83× |
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 | $-25.7M | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $-25.7M | $1.1B |
| 自由现金流率自由现金流/营收 | -2872.8% | 27.7% |
| 资本支出强度资本支出/营收 | 4.1% | 10.9% |
| 现金转化率经营现金流/净利润 | — | 1.14× |
| 过去12个月自由现金流最近4个季度 | $-90.6M | $3.4B |
8季度趋势，按日历期对齐
经营现金流IESCCO
| Q4 25 | $-25.7M | $1.5B | ||
| Q3 25 | $-27.7M | $1.6B | ||
| Q2 25 | $-20.0M | $976.8M | ||
| Q1 25 | $-15.8M | $721.4M | ||
| Q4 24 | $-30.7M | $1.4B | ||
| Q3 24 | $-36.9M | $1.4B | ||
| Q2 24 | $-44.5M | $962.1M | ||
| Q1 24 | $-50.0M | $659.7M |
自由现金流IESCCO
| Q4 25 | $-25.7M | $1.1B | ||
| Q3 25 | $-27.8M | $1.2B | ||
| Q2 25 | $-21.3M | $741.1M | ||
| Q1 25 | $-15.8M | $403.6M | ||
| Q4 24 | $-32.4M | $1.1B | ||
| Q3 24 | $-36.9M | $1.2B | ||
| Q2 24 | $-45.0M | $630.3M | ||
| Q1 24 | $-50.6M | $445.9M |
自由现金流率IESCCO
| Q4 25 | -2872.8% | 27.7% | ||
| Q3 25 | -5103.9% | 35.8% | ||
| Q2 25 | -1990.1% | 24.3% | ||
| Q1 25 | -2146.5% | 12.9% | ||
| Q4 24 | -2432.4% | 40.4% | ||
| Q3 24 | -5506.6% | 40.7% | ||
| Q2 24 | -8372.9% | 20.2% | ||
| Q1 24 | -14064.2% | 17.2% |
资本支出强度IESCCO
| Q4 25 | 4.1% | 10.9% | ||
| Q3 25 | 16.9% | 10.3% | ||
| Q2 25 | 117.6% | 7.7% | ||
| Q1 25 | 0.3% | 10.2% | ||
| Q4 24 | 127.3% | 8.5% | ||
| Q3 24 | 8.8% | 8.4% | ||
| Q2 24 | 93.7% | 10.6% | ||
| Q1 24 | 186.7% | 8.2% |
现金转化率IESCCO
| Q4 25 | — | 1.14× | ||
| Q3 25 | — | 1.40× | ||
| Q2 25 | — | 1.00× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | -1.66× | 1.71× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | — | 1.01× | ||
| Q1 24 | — | 0.89× |
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
IE
暂无分部数据
SCCO
| Other | $1.3B | 32% |
| MX | $726.4M | 19% |
| CH | $560.4M | 14% |
| PE | $218.8M | 6% |
| Silver | $201.1M | 5% |
| BR | $157.9M | 4% |
| CL | $149.0M | 4% |
| Molybdenum | $143.3M | 4% |
| ES | $130.8M | 3% |
| Mexican IMMSA Unit | $129.8M | 3% |
| IT | $107.1M | 3% |
| Zinc | $88.8M | 2% |
