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IHS Holding Ltd（IHS）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
IHS Holding Ltd的季度营收约是PREFORMED LINE PRODUCTS CO的1.5倍（$254.0M vs $173.1M），PREFORMED LINE PRODUCTS CO同比增速更快（3.6% vs 0.1%），IHS Holding Ltd自由现金流更多（$178.6M vs $11.8M），过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% vs -22.0%）
IHS Holding是全球规模领先的共享通信基础设施独立持有、运营及开发企业之一，也是全球第五大独立跨国通信铁塔企业，业务覆盖非洲与拉美地区，为当地通信网络部署提供关键的铁塔基础设施支持。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
IHS vs PLPC — 直观对比
营收规模更大
IHS
是对方的1.5倍
$173.1M
营收增速更快
PLPC
高出3.5%
0.1%
自由现金流更多
IHS
多$166.8M
$11.8M
两年增速更快
PLPC
近两年复合增速
-22.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $254.0M | $173.1M |
| 净利润 | — | $8.4M |
| 毛利率 | 83.6% | 29.8% |
| 营业利润率 | — | 6.8% |
| 净利率 | — | 4.9% |
| 营收同比 | 0.1% | 3.6% |
| 净利润同比 | — | -19.3% |
| 每股收益（稀释后） | — | $1.72 |
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IHSPLPC
| Q4 25 | $254.0M | $173.1M | ||
| Q3 25 | $455.1M | $178.1M | ||
| Q2 25 | $433.3M | $169.6M | ||
| Q1 25 | $439.6M | $148.5M | ||
| Q4 24 | $253.8M | $167.1M | ||
| Q3 24 | $420.3M | $147.0M | ||
| Q2 24 | $435.4M | $138.7M | ||
| Q1 24 | $417.7M | $140.9M |
净利润IHSPLPC
| Q4 25 | — | $8.4M | ||
| Q3 25 | $147.4M | $2.6M | ||
| Q2 25 | $32.3M | $12.7M | ||
| Q1 25 | $30.7M | $11.5M | ||
| Q4 24 | — | $10.5M | ||
| Q3 24 | $-205.7M | $7.7M | ||
| Q2 24 | $-124.3M | $9.4M | ||
| Q1 24 | $-1.6B | $9.6M |
毛利率IHSPLPC
| Q4 25 | 83.6% | 29.8% | ||
| Q3 25 | 47.5% | 29.7% | ||
| Q2 25 | 51.3% | 32.7% | ||
| Q1 25 | 51.4% | 32.8% | ||
| Q4 24 | 72.1% | 33.3% | ||
| Q3 24 | 52.0% | 31.1% | ||
| Q2 24 | 52.5% | 31.9% | ||
| Q1 24 | 39.1% | 31.3% |
营业利润率IHSPLPC
| Q4 25 | — | 6.8% | ||
| Q3 25 | 35.1% | 7.4% | ||
| Q2 25 | 33.8% | 10.1% | ||
| Q1 25 | 37.1% | 8.8% | ||
| Q4 24 | — | 10.5% | ||
| Q3 24 | 29.9% | 7.1% | ||
| Q2 24 | 34.0% | 8.1% | ||
| Q1 24 | -1.7% | 8.2% |
净利率IHSPLPC
| Q4 25 | — | 4.9% | ||
| Q3 25 | 32.4% | 1.5% | ||
| Q2 25 | 7.5% | 7.5% | ||
| Q1 25 | 7.0% | 7.8% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | -48.9% | 5.2% | ||
| Q2 24 | -28.5% | 6.8% | ||
| Q1 24 | -372.8% | 6.8% |
每股收益（稀释后）IHSPLPC
| Q4 25 | — | $1.72 | ||
| Q3 25 | $0.44 | $0.53 | ||
| Q2 25 | $0.10 | $2.56 | ||
| Q1 25 | $0.10 | $2.33 | ||
| Q4 24 | — | $2.13 | ||
| Q3 24 | $-0.61 | $1.54 | ||
| Q2 24 | $-0.36 | $1.89 | ||
| Q1 24 | $-4.67 | $1.94 |
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 | $825.7M | — |
| 总债务越低越好 | $3.1B | $38.3M |
| 股东权益账面价值 | $-89.8M | $475.5M |
| 总资产 | $4.5B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资IHSPLPC
| Q4 25 | $825.7M | — | ||
| Q3 25 | $647.6M | — | ||
| Q2 25 | $531.8M | — | ||
| Q1 25 | $629.0M | — | ||
| Q4 24 | $578.0M | — | ||
| Q3 24 | $397.5M | — | ||
| Q2 24 | $445.7M | — | ||
| Q1 24 | $333.2M | — |
总债务IHSPLPC
| Q4 25 | $3.1B | $38.3M | ||
| Q3 25 | $3.3B | $36.0M | ||
| Q2 25 | $3.2B | $31.8M | ||
| Q1 25 | $3.4B | $29.1M | ||
| Q4 24 | $3.3B | $20.8M | ||
| Q3 24 | $3.5B | $27.2M | ||
| Q2 24 | $3.6B | $31.6M | ||
| Q1 24 | $3.5B | $55.0M |
股东权益IHSPLPC
| Q4 25 | $-89.8M | $475.5M | ||
| Q3 25 | $38.1M | $466.3M | ||
| Q2 25 | $-98.4M | $460.7M | ||
| Q1 25 | $-184.4M | $435.8M | ||
| Q4 24 | $-314.4M | $422.3M | ||
| Q3 24 | $-284.7M | $429.0M | ||
| Q2 24 | $-308.3M | $416.2M | ||
| Q1 24 | $-163.2M | $413.4M |
总资产IHSPLPC
| Q4 25 | $4.5B | $653.6M | ||
| Q3 25 | $4.7B | $644.6M | ||
| Q2 25 | $4.5B | $631.5M | ||
| Q1 25 | $4.4B | $592.5M | ||
| Q4 24 | $4.2B | $573.9M | ||
| Q3 24 | $4.6B | $592.0M | ||
| Q2 24 | $4.5B | $572.6M | ||
| Q1 24 | $4.6B | $586.1M |
负债/权益比IHSPLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | 85.85× | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $246.9M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $178.6M | $11.8M |
| 自由现金流率自由现金流/营收 | 70.3% | 6.8% |
| 资本支出强度资本支出/营收 | 26.9% | 5.9% |
| 现金转化率经营现金流/净利润 | — | 2.60× |
| 过去12个月自由现金流最近4个季度 | $718.7M | $33.3M |
8季度趋势，按日历期对齐
经营现金流IHSPLPC
| Q4 25 | $246.9M | $21.9M | ||
| Q3 25 | $251.3M | $18.9M | ||
| Q2 25 | $237.7M | $26.9M | ||
| Q1 25 | $200.3M | $5.7M | ||
| Q4 24 | $344.4M | $24.1M | ||
| Q3 24 | $174.5M | $9.4M | ||
| Q2 24 | $134.7M | $28.3M | ||
| Q1 24 | $75.8M | $5.8M |
自由现金流IHSPLPC
| Q4 25 | $178.6M | $11.8M | ||
| Q3 25 | $189.2M | $8.3M | ||
| Q2 25 | $197.7M | $18.6M | ||
| Q1 25 | $153.2M | $-5.3M | ||
| Q4 24 | $282.9M | $20.6M | ||
| Q3 24 | $122.3M | $5.8M | ||
| Q2 24 | $74.2M | $24.6M | ||
| Q1 24 | $14.8M | $1.8M |
自由现金流率IHSPLPC
| Q4 25 | 70.3% | 6.8% | ||
| Q3 25 | 41.6% | 4.7% | ||
| Q2 25 | 45.6% | 10.9% | ||
| Q1 25 | 34.8% | -3.6% | ||
| Q4 24 | 111.5% | 12.3% | ||
| Q3 24 | 29.1% | 3.9% | ||
| Q2 24 | 17.0% | 17.7% | ||
| Q1 24 | 3.5% | 1.3% |
资本支出强度IHSPLPC
| Q4 25 | 26.9% | 5.9% | ||
| Q3 25 | 13.6% | 6.0% | ||
| Q2 25 | 9.2% | 4.9% | ||
| Q1 25 | 10.7% | 7.4% | ||
| Q4 24 | 24.2% | 2.1% | ||
| Q3 24 | 12.4% | 2.4% | ||
| Q2 24 | 13.9% | 2.7% | ||
| Q1 24 | 14.6% | 2.8% |
现金转化率IHSPLPC
| Q4 25 | — | 2.60× | ||
| Q3 25 | 1.70× | 7.21× | ||
| Q2 25 | 7.36× | 2.12× | ||
| Q1 25 | 6.52× | 0.49× | ||
| Q4 24 | — | 2.30× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 3.02× | ||
| Q1 24 | — | 0.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
