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晶科能源控股有限公司(JKS)与SONIC AUTOMOTIVE INC(SAH)财务数据对比。点击上方公司名可切换其他公司
SONIC AUTOMOTIVE INC的季度营收约是晶科能源控股有限公司的1.5倍($3.9B vs $2.5B),过去两年SONIC AUTOMOTIVE INC的营收复合增速更高(7.0% vs -23.1%)
晶科能源控股有限公司是总部位于中国上海的太阳能光伏组件制造商,公司自2010年起在纽约证券交易所挂牌上市,其子公司晶科能源股份有限公司于2022年在上海证券交易所科创板上市,是全球知名的光伏产品提供商。
Sonic Automotive是财富世界500强企业,总部位于北卡罗来纳州夏洛特,按营收计算是美国第五大汽车零售商。公司由O·布鲁顿·史密斯创立,1997年在纽约证券交易所完成首次公开募股。
JKS vs SAH — 直观对比
营收规模更大
SAH
是对方的1.5倍
$2.5B
两年增速更快
SAH
近两年复合增速
-23.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.5B | $3.9B |
| 净利润 | — | $46.9M |
| 毛利率 | 0.3% | 15.5% |
| 营业利润率 | — | 3.2% |
| 净利率 | — | 1.2% |
| 营收同比 | — | -0.6% |
| 净利润同比 | — | -20.0% |
| 每股收益(稀释后) | — | $1.39 |
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
JKS
SAH
| Q2 26 | $2.5B | — | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | $2.3B | $3.7B | ||
| Q1 25 | $1.9B | $3.7B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | $3.5B | $3.5B | ||
| Q2 24 | $3.3B | $3.5B |
净利润
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | — | $46.8M | ||
| Q2 25 | — | $-45.6M | ||
| Q1 25 | — | $70.6M | ||
| Q4 24 | — | $58.6M | ||
| Q3 24 | — | $74.2M | ||
| Q2 24 | — | $41.2M |
毛利率
JKS
SAH
| Q2 26 | 0.3% | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 15.5% | ||
| Q2 25 | 7.3% | 16.5% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | 15.7% | 15.6% | ||
| Q2 24 | 11.1% | 15.6% |
营业利润率
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | -0.6% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 3.1% |
净利率
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | -1.2% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 1.2% |
每股收益(稀释后)
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $1.39 | ||
| Q3 25 | — | $1.33 | ||
| Q2 25 | — | $-1.34 | ||
| Q1 25 | — | $2.04 | ||
| Q4 24 | — | $1.67 | ||
| Q3 24 | — | $2.13 | ||
| Q2 24 | — | $1.18 |
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 | — | $6.3M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | — | $6.0B |
| 负债/权益比越低杠杆越低 | — | 1.51× |
8季度趋势,按日历期对齐
现金及短期投资
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $6.3M | ||
| Q3 25 | — | $89.4M | ||
| Q2 25 | — | $110.4M | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $44.0M | ||
| Q3 24 | — | $17.6M | ||
| Q2 24 | — | $67.2M |
总债务
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
股东权益
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $944.7M |
总资产
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $6.0B | ||
| Q3 25 | — | $6.0B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.8B | ||
| Q2 24 | — | $5.8B |
负债/权益比
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | — | 1.39× | ||
| Q2 25 | — | 1.48× | ||
| Q1 25 | — | 1.44× | ||
| Q4 24 | — | 1.49× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.81× |
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 | — | $66.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-195.6M |
| 自由现金流率自由现金流/营收 | — | -5.1% |
| 资本支出强度资本支出/营收 | — | 6.8% |
| 现金转化率经营现金流/净利润 | — | 1.43× |
| 过去12个月自由现金流最近4个季度 | — | $192.3M |
8季度趋势,按日历期对齐
经营现金流
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $66.9M | ||
| Q3 25 | — | $167.9M | ||
| Q2 25 | — | $136.8M | ||
| Q1 25 | — | $195.8M | ||
| Q4 24 | — | $87.7M | ||
| Q3 24 | — | $87.8M | ||
| Q2 24 | — | $-136.4M |
自由现金流
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | $-195.6M | ||
| Q3 25 | — | $134.4M | ||
| Q2 25 | — | $102.7M | ||
| Q1 25 | — | $150.8M | ||
| Q4 24 | — | $-245.5M | ||
| Q3 24 | — | $34.5M | ||
| Q2 24 | — | $-185.2M |
自由现金流率
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | -5.1% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | — | 1.0% | ||
| Q2 24 | — | -5.4% |
资本支出强度
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 8.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.4% |
现金转化率
JKS
SAH
| Q2 26 | — | — | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 3.59× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.77× | ||
| Q4 24 | — | 1.50× | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | -3.31× |
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
JKS
暂无分部数据
SAH
| Retail New Vehicles | $1.9B | 48% |
| Other | $1.2B | 31% |
| Parts Serviceand Collision Repair | $515.2M | 13% |
| Finance Insurance And Other Net | $202.2M | 5% |
| Wholesale Vehicles | $63.9M | 2% |
| Fleet New Vehicles | $24.0M | 1% |