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Leidos（LDOS）与WESCO INTERNATIONAL INC（WCC）财务数据对比。点击上方公司名可切换其他公司
WESCO INTERNATIONAL INC的季度营收约是Leidos的1.4倍（$6.1B vs $4.4B），Leidos净利率更高（7.6% vs 2.5%，领先5.1%），WESCO INTERNATIONAL INC同比增速更快（13.8% vs 3.7%），过去两年WESCO INTERNATIONAL INC的营收复合增速更高（5.3% vs 3.5%）
Leidos Holdings, Inc.是总部位于美国弗吉尼亚州雷斯顿的企业，业务覆盖国防、航空、信息技术、生物医学研究领域，提供科研、工程、系统集成及技术服务。其前身为科学应用国际公司（SAIC），2016年8月与洛克希德·马丁旗下IT业务板块合并，成为国防行业规模最大的IT服务提供商。
WESCO国际是一家美国上市控股公司，旗下子公司WESCO Distribution主营电气产品分销及相关服务，总部位于宾夕法尼亚州匹兹堡市，可为工业、基建、商业等多领域客户提供一站式电气供应链解决方案与技术支持服务。
LDOS vs WCC — 直观对比
营收规模更大
WCC
是对方的1.4倍
$4.4B
营收增速更快
WCC
高出10.1%
3.7%
净利率更高
LDOS
高出5.1%
2.5%
两年增速更快
WCC
近两年复合增速
3.5%
损益表 — Q1 FY2027 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.4B | $6.1B |
| 净利润 | $335.0M | $153.8M |
| 毛利率 | 17.3% | 21.2% |
| 营业利润率 | 11.5% | 4.8% |
| 净利率 | 7.6% | 2.5% |
| 营收同比 | 3.7% | 13.8% |
| 净利润同比 | -8.2% | 47.9% |
| 每股收益（稀释后） | $2.56 | — |
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LDOSWCC
| Q1 26 | $4.2B | $6.1B | ||
| Q4 25 | $4.4B | $6.1B | ||
| Q3 25 | $4.2B | $6.2B | ||
| Q2 25 | $4.2B | $5.9B | ||
| Q1 25 | $4.3B | $5.3B | ||
| Q4 24 | — | $5.5B | ||
| Q3 24 | $4.2B | $5.5B | ||
| Q2 24 | $4.1B | $5.5B |
净利润LDOSWCC
| Q1 26 | $327.0M | $153.8M | ||
| Q4 25 | $367.0M | $159.8M | ||
| Q3 25 | $391.0M | $187.5M | ||
| Q2 25 | $363.0M | $174.5M | ||
| Q1 25 | $284.0M | $118.4M | ||
| Q4 24 | — | $165.4M | ||
| Q3 24 | $364.0M | $204.3M | ||
| Q2 24 | $322.0M | $232.1M |
毛利率LDOSWCC
| Q1 26 | 17.4% | 21.2% | ||
| Q4 25 | 18.0% | 21.2% | ||
| Q3 25 | 18.0% | 21.3% | ||
| Q2 25 | 17.5% | 21.1% | ||
| Q1 25 | 15.6% | 21.1% | ||
| Q4 24 | — | 21.2% | ||
| Q3 24 | 17.8% | 22.1% | ||
| Q2 24 | 16.6% | 21.9% |
营业利润率LDOSWCC
| Q1 26 | 11.3% | 4.8% | ||
| Q4 25 | 12.0% | 5.3% | ||
| Q3 25 | 13.5% | 5.6% | ||
| Q2 25 | 12.5% | 5.5% | ||
| Q1 25 | 9.7% | 4.5% | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | 12.4% | 6.1% | ||
| Q2 24 | 11.6% | 5.9% |
净利率LDOSWCC
| Q1 26 | 7.8% | 2.5% | ||
| Q4 25 | 8.2% | 2.6% | ||
| Q3 25 | 9.2% | 3.0% | ||
| Q2 25 | 8.6% | 3.0% | ||
| Q1 25 | 6.5% | 2.2% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | 8.7% | 3.7% | ||
| Q2 24 | 7.8% | 4.2% |
每股收益（稀释后）LDOSWCC
| Q1 26 | $2.54 | — | ||
| Q4 25 | $2.82 | $3.33 | ||
| Q3 25 | $3.01 | $3.79 | ||
| Q2 25 | $2.77 | $3.83 | ||
| Q1 25 | $2.10 | $2.10 | ||
| Q4 24 | — | $3.01 | ||
| Q3 24 | $2.68 | $3.81 | ||
| Q2 24 | $2.37 | $4.28 |
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 | $457.0M | $696.6M |
| 总债务越低越好 | $6.0B | — |
| 股东权益账面价值 | $5.1B | $5.1B |
| 总资产 | $15.4B | $17.0B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势，按日历期对齐
现金及短期投资LDOSWCC
| Q1 26 | $1.1B | $696.6M | ||
| Q4 25 | $974.0M | — | ||
| Q3 25 | $930.0M | — | ||
| Q2 25 | $842.0M | — | ||
| Q1 25 | $943.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $823.0M | — |
总债务LDOSWCC
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — |
股东权益LDOSWCC
| Q1 26 | $4.9B | $5.1B | ||
| Q4 25 | $4.9B | $5.0B | ||
| Q3 25 | $4.7B | $4.8B | ||
| Q2 25 | $4.3B | $4.8B | ||
| Q1 25 | $4.4B | $5.0B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | $4.6B | $5.0B | ||
| Q2 24 | $4.5B | $4.9B |
总资产LDOSWCC
| Q1 26 | $13.5B | $17.0B | ||
| Q4 25 | $13.5B | $16.5B | ||
| Q3 25 | $13.5B | $16.6B | ||
| Q2 25 | $13.2B | $16.2B | ||
| Q1 25 | $13.1B | $15.5B | ||
| Q4 24 | — | $15.1B | ||
| Q3 24 | $13.3B | $15.3B | ||
| Q2 24 | $12.9B | $15.1B |
负债/权益比LDOSWCC
| Q1 26 | 0.94× | — | ||
| Q4 25 | 0.94× | — | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 1.18× | — | ||
| Q1 25 | 0.92× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.88× | — | ||
| Q2 24 | 0.92× | — |
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 | $301.0M | $221.4M |
| 自由现金流经营现金流 - 资本支出 | — | $213.4M |
| 自由现金流率自由现金流/营收 | — | 3.5% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 0.90× | 1.44× |
| 过去12个月自由现金流最近4个季度 | — | $231.0M |
8季度趋势，按日历期对齐
经营现金流LDOSWCC
| Q1 26 | $495.0M | $221.4M | ||
| Q4 25 | — | $71.9M | ||
| Q3 25 | $711.0M | $-82.7M | ||
| Q2 25 | $58.0M | $107.8M | ||
| Q1 25 | $299.0M | $28.0M | ||
| Q4 24 | — | $276.6M | ||
| Q3 24 | $656.0M | $302.1M | ||
| Q2 24 | $374.0M | $-223.8M |
自由现金流LDOSWCC
| Q1 26 | $452.0M | $213.4M | ||
| Q4 25 | — | $27.5M | ||
| Q3 25 | $680.0M | $-95.9M | ||
| Q2 25 | $36.0M | $86.0M | ||
| Q1 25 | $213.0M | $7.6M | ||
| Q4 24 | — | $252.3M | ||
| Q3 24 | $633.0M | $272.9M | ||
| Q2 24 | $351.0M | $-244.6M |
自由现金流率LDOSWCC
| Q1 26 | 10.8% | 3.5% | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 16.1% | -1.5% | ||
| Q2 25 | 0.9% | 1.5% | ||
| Q1 25 | 4.9% | 0.1% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | 15.2% | 5.0% | ||
| Q2 24 | 8.5% | -4.5% |
资本支出强度LDOSWCC
| Q1 26 | 1.0% | 0.4% | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | 0.7% | 0.2% | ||
| Q2 25 | 0.5% | 0.4% | ||
| Q1 25 | 2.0% | 0.4% | ||
| Q4 24 | — | 0.4% | ||
| Q3 24 | 0.6% | 0.5% | ||
| Q2 24 | 0.6% | 0.4% |
现金转化率LDOSWCC
| Q1 26 | 1.51× | 1.44× | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | 1.82× | -0.44× | ||
| Q2 25 | 0.16× | 0.62× | ||
| Q1 25 | 1.05× | 0.24× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | 1.80× | 1.48× | ||
| Q2 24 | 1.16× | -0.96× |
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
LDOS
暂无分部数据
WCC
| CSS | $2.5B | 41% |
| EES | $2.2B | 37% |
| UBS | $1.4B | 22% |
