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美盛公司（MOS）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是美盛公司的1.0倍（$3.0B vs $3.0B），西部数据净利率更高（61.1% vs -17.5%，领先78.5%），西部数据同比增速更快（31.5% vs 5.6%），过去两年美盛公司的营收复合增速更高（5.3% vs -6.6%）
美盛公司（The Mosaic Company）是总部位于美国佛罗里达州坦帕的化工企业，主营磷矿、钾矿开采及尿素采集，依托多元国际分销网络和旗下肥料业务板块生产销售农用肥料，是美国规模最大的钾肥、磷肥生产商。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
MOS vs WDC — 直观对比
营收规模更大
WDC
是对方的1.0倍
$3.0B
营收增速更快
WDC
高出25.9%
5.6%
净利率更高
WDC
高出78.5%
-17.5%
两年增速更快
MOS
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.0B |
| 净利润 | $-519.5M | $1.8B |
| 毛利率 | 11.5% | 45.7% |
| 营业利润率 | -3.4% | 30.1% |
| 净利率 | -17.5% | 61.1% |
| 营收同比 | 5.6% | 31.5% |
| 净利润同比 | -407.4% | 254.2% |
| 每股收益（稀释后） | $-1.63 | $4.73 |
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MOSWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.0B | $2.8B | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.0B | $-1.2B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.8B | $4.3B | ||
| Q3 24 | $2.8B | $4.1B | ||
| Q2 24 | $2.8B | $3.8B |
净利润MOSWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $-519.5M | $1.2B | ||
| Q3 25 | $411.4M | — | ||
| Q2 25 | $410.7M | $282.0M | ||
| Q1 25 | $238.1M | $520.0M | ||
| Q4 24 | $169.0M | $594.0M | ||
| Q3 24 | $122.2M | $493.0M | ||
| Q2 24 | $-161.5M | $39.0M |
毛利率MOSWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 11.5% | 43.5% | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 17.3% | — | ||
| Q1 25 | 18.6% | 39.8% | ||
| Q4 24 | 10.7% | 35.4% | ||
| Q3 24 | 14.8% | 37.9% | ||
| Q2 24 | 14.0% | 35.9% |
营业利润率MOSWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | -3.4% | 28.1% | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | 12.9% | 33.1% | ||
| Q4 24 | 3.5% | 19.9% | ||
| Q3 24 | 4.1% | 18.1% | ||
| Q2 24 | 8.3% | 5.7% |
净利率MOSWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | -17.5% | 41.9% | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 13.7% | -24.4% | ||
| Q1 25 | 9.1% | 22.7% | ||
| Q4 24 | 6.0% | 13.9% | ||
| Q3 24 | 4.3% | 12.0% | ||
| Q2 24 | -5.7% | 1.0% |
每股收益（稀释后）MOSWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $-1.63 | $3.07 | ||
| Q3 25 | $1.29 | — | ||
| Q2 25 | $1.29 | $0.72 | ||
| Q1 25 | $0.75 | $1.42 | ||
| Q4 24 | $0.53 | $1.63 | ||
| Q3 24 | $0.38 | $1.35 | ||
| Q2 24 | $-0.50 | $0.15 |
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 | $276.6M | $2.0B |
| 总债务越低越好 | $4.3B | $4.7B |
| 股东权益账面价值 | $12.1B | $7.1B |
| 总资产 | $24.5B | $15.6B |
| 负债/权益比越低杠杆越低 | 0.35× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资MOSWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $276.6M | $2.0B | ||
| Q3 25 | $153.3M | — | ||
| Q2 25 | $286.2M | $2.1B | ||
| Q1 25 | $259.2M | $3.5B | ||
| Q4 24 | $272.8M | $2.3B | ||
| Q3 24 | $301.6M | $1.7B | ||
| Q2 24 | $322.0M | $1.9B |
总债务MOSWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | $4.3B | $4.7B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.3B | $4.7B | ||
| Q1 25 | $3.3B | $7.3B | ||
| Q4 24 | $3.3B | $7.4B | ||
| Q3 24 | $3.2B | $7.4B | ||
| Q2 24 | $3.2B | $7.4B |
股东权益MOSWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $12.1B | $5.9B | ||
| Q3 25 | $12.8B | — | ||
| Q2 25 | $12.4B | $5.3B | ||
| Q1 25 | $11.8B | $5.2B | ||
| Q4 24 | $11.5B | $12.1B | ||
| Q3 24 | $11.8B | $11.6B | ||
| Q2 24 | $11.7B | $10.8B |
总资产MOSWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $24.5B | $14.4B | ||
| Q3 25 | $24.7B | — | ||
| Q2 25 | $24.3B | $14.0B | ||
| Q1 25 | $23.2B | $16.4B | ||
| Q4 24 | $22.9B | $25.5B | ||
| Q3 24 | $23.3B | $24.8B | ||
| Q2 24 | $22.6B | $24.2B |
负债/权益比MOSWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | 0.35× | 0.80× | ||
| Q3 25 | 0.26× | — | ||
| Q2 25 | 0.27× | 0.89× | ||
| Q1 25 | 0.28× | 1.42× | ||
| Q4 24 | 0.29× | 0.61× | ||
| Q3 24 | 0.27× | 0.64× | ||
| Q2 24 | 0.27× | 0.69× |
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 | $-56.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-405.7M | — |
| 自由现金流率自由现金流/营收 | -13.6% | — |
| 资本支出强度资本支出/营收 | 11.8% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-534.6M | — |
8季度趋势，按日历期对齐
经营现金流MOSWDC
| Q1 26 | — | — | ||
| Q4 25 | $-56.1M | $672.0M | ||
| Q3 25 | $228.5M | — | ||
| Q2 25 | $609.5M | $746.0M | ||
| Q1 25 | $42.9M | $508.0M | ||
| Q4 24 | $219.3M | $403.0M | ||
| Q3 24 | $312.9M | $34.0M | ||
| Q2 24 | $847.0M | $366.0M |
自由现金流MOSWDC
| Q1 26 | — | — | ||
| Q4 25 | $-405.7M | $599.0M | ||
| Q3 25 | $-135.9M | — | ||
| Q2 25 | $304.9M | $675.0M | ||
| Q1 25 | $-297.9M | $379.0M | ||
| Q4 24 | $-74.8M | $287.0M | ||
| Q3 24 | $72.1M | $-62.0M | ||
| Q2 24 | $513.1M | $250.0M |
自由现金流率MOSWDC
| Q1 26 | — | — | ||
| Q4 25 | -13.6% | 21.3% | ||
| Q3 25 | -3.9% | — | ||
| Q2 25 | 10.1% | -58.5% | ||
| Q1 25 | -11.4% | 16.5% | ||
| Q4 24 | -2.7% | 6.7% | ||
| Q3 24 | 2.6% | -1.5% | ||
| Q2 24 | 18.2% | 6.6% |
资本支出强度MOSWDC
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | 2.6% | ||
| Q3 25 | 10.6% | — | ||
| Q2 25 | 10.1% | -6.2% | ||
| Q1 25 | 13.0% | 5.6% | ||
| Q4 24 | 10.4% | 2.7% | ||
| Q3 24 | 8.6% | 2.3% | ||
| Q2 24 | 11.9% | 3.1% |
现金转化率MOSWDC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.57× | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 1.48× | 2.65× | ||
| Q1 25 | 0.18× | 0.98× | ||
| Q4 24 | 1.30× | 0.68× | ||
| Q3 24 | 2.56× | 0.07× | ||
| Q2 24 | — | 9.38× |
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
MOS
暂无分部数据
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
