vs
MYR GROUP INC.(MYRG)与SONOCO PRODUCTS CO(SON)财务数据对比。点击上方公司名可切换其他公司
SONOCO PRODUCTS CO的季度营收约是MYR GROUP INC.的1.7倍($1.7B vs $973.5M),SONOCO PRODUCTS CO净利率更高(4.1% vs 3.8%,领先0.3%),MYR GROUP INC.同比增速更快(17.3% vs -1.9%),MYR GROUP INC.自由现金流更多($84.9M vs $-428.3B),过去两年MYR GROUP INC.的营收复合增速更高(9.3% vs 1.2%)
MYR集团是美国知名电气建设服务提供商,业务覆盖输配电线路、变电站、工商业建筑及可再生能源领域的电气施工,旗下拥有12家电气建设子公司,在北美电力基建赛道拥有深厚的技术积累与项目交付能力。
索诺科产品公司是美国多元化包装服务商,主营消费包装、工业产品、防护包装及包装供应链服务,是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年,年净销售额约73亿美元,在33个国家设有超335个运营点,员工1.99万名,业务覆盖超85个国家,总部位于南卡罗来纳州哈茨维尔。
MYRG vs SON — 直观对比
营收规模更大
SON
是对方的1.7倍
$973.5M
营收增速更快
MYRG
高出19.3%
-1.9%
净利率更高
SON
高出0.3%
3.8%
自由现金流更多
MYRG
多$428.4B
$-428.3B
两年增速更快
MYRG
近两年复合增速
1.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $973.5M | $1.7B |
| 净利润 | $36.5M | $68.0M |
| 毛利率 | 11.4% | 20.6% |
| 营业利润率 | 4.8% | 7.6% |
| 净利率 | 3.8% | 4.1% |
| 营收同比 | 17.3% | -1.9% |
| 净利润同比 | 129.1% | 25.9% |
| 每股收益(稀释后) | $2.33 | $0.68 |
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
MYRG
SON
| Q1 26 | — | $1.7B | ||
| Q4 25 | $973.5M | $1.8B | ||
| Q3 25 | $950.4M | $2.1B | ||
| Q2 25 | $900.3M | $1.9B | ||
| Q1 25 | $833.6M | $1.7B | ||
| Q4 24 | $829.8M | — | ||
| Q3 24 | $888.0M | $1.7B | ||
| Q2 24 | $828.9M | $1.6B |
净利润
MYRG
SON
| Q1 26 | — | $68.0M | ||
| Q4 25 | $36.5M | $332.2M | ||
| Q3 25 | $32.1M | $122.9M | ||
| Q2 25 | $26.5M | $493.4M | ||
| Q1 25 | $23.3M | $54.4M | ||
| Q4 24 | $16.0M | — | ||
| Q3 24 | $10.6M | $50.9M | ||
| Q2 24 | $-15.3M | $90.8M |
毛利率
MYRG
SON
| Q1 26 | — | 20.6% | ||
| Q4 25 | 11.4% | 19.6% | ||
| Q3 25 | 11.8% | 21.9% | ||
| Q2 25 | 11.5% | 21.3% | ||
| Q1 25 | 11.6% | 20.7% | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 8.7% | 21.4% | ||
| Q2 24 | 4.9% | 22.0% |
营业利润率
MYRG
SON
| Q1 26 | — | 7.6% | ||
| Q4 25 | 4.8% | 29.4% | ||
| Q3 25 | 4.9% | 9.1% | ||
| Q2 25 | 4.4% | 9.2% | ||
| Q1 25 | 4.1% | 7.4% | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 2.3% | 7.6% | ||
| Q2 24 | -2.5% | 8.6% |
净利率
MYRG
SON
| Q1 26 | — | 4.1% | ||
| Q4 25 | 3.8% | 18.8% | ||
| Q3 25 | 3.4% | 5.8% | ||
| Q2 25 | 2.9% | 25.8% | ||
| Q1 25 | 2.8% | 3.2% | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 1.2% | 3.0% | ||
| Q2 24 | -1.8% | 5.6% |
每股收益(稀释后)
MYRG
SON
| Q1 26 | — | $0.68 | ||
| Q4 25 | $2.33 | $3.33 | ||
| Q3 25 | $2.05 | $1.23 | ||
| Q2 25 | $1.70 | $4.96 | ||
| Q1 25 | $1.45 | $0.55 | ||
| Q4 24 | $0.97 | — | ||
| Q3 24 | $0.65 | $0.51 | ||
| Q2 24 | $-0.91 | $0.92 |
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 | $150.2M | $224.5M |
| 总债务越低越好 | $59.0M | $3.5B |
| 股东权益账面价值 | $660.4M | $3.6B |
| 总资产 | $1.6B | $11.1B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
MYRG
SON
| Q1 26 | — | $224.5M | ||
| Q4 25 | $150.2M | $378.4M | ||
| Q3 25 | $76.2M | $244.9M | ||
| Q2 25 | $23.0M | $329.8M | ||
| Q1 25 | $10.9M | $181.8M | ||
| Q4 24 | $3.5M | — | ||
| Q3 24 | $7.6M | $1.9B | ||
| Q2 24 | $1.9M | $140.2M |
总债务
MYRG
SON
| Q1 26 | — | $3.5B | ||
| Q4 25 | $59.0M | $3.8B | ||
| Q3 25 | $72.0M | $3.8B | ||
| Q2 25 | $86.1M | $5.0B | ||
| Q1 25 | $87.2M | $5.0B | ||
| Q4 24 | $74.4M | — | ||
| Q3 24 | $93.2M | $4.3B | ||
| Q2 24 | $45.1M | $2.5B |
股东权益
MYRG
SON
| Q1 26 | — | $3.6B | ||
| Q4 25 | $660.4M | $3.6B | ||
| Q3 25 | $617.6M | $3.3B | ||
| Q2 25 | $583.2M | $3.2B | ||
| Q1 25 | $548.7M | $2.4B | ||
| Q4 24 | $600.4M | — | ||
| Q3 24 | $588.5M | $2.5B | ||
| Q2 24 | $633.3M | $2.4B |
总资产
MYRG
SON
| Q1 26 | — | $11.1B | ||
| Q4 25 | $1.6B | $11.2B | ||
| Q3 25 | $1.6B | $11.7B | ||
| Q2 25 | $1.6B | $12.0B | ||
| Q1 25 | $1.5B | $12.7B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $9.0B | ||
| Q2 24 | $1.6B | $7.2B |
负债/权益比
MYRG
SON
| Q1 26 | — | 0.97× | ||
| Q4 25 | 0.09× | 1.05× | ||
| Q3 25 | 0.12× | 1.15× | ||
| Q2 25 | 0.15× | 1.54× | ||
| Q1 25 | 0.16× | 2.03× | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.16× | 1.74× | ||
| Q2 24 | 0.07× | 1.04× |
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 | $114.8M | — |
| 自由现金流经营现金流 - 资本支出 | $84.9M | $-428.3B |
| 自由现金流率自由现金流/营收 | 8.7% | -25547.4% |
| 资本支出强度资本支出/营收 | 3.1% | 3600.5% |
| 现金转化率经营现金流/净利润 | 3.14× | — |
| 过去12个月自由现金流最近4个季度 | $232.2M | $-427.6B |
8季度趋势,按日历期对齐
经营现金流
MYRG
SON
| Q1 26 | — | — | ||
| Q4 25 | $114.8M | $412.9M | ||
| Q3 25 | $95.6M | $291.5M | ||
| Q2 25 | $32.9M | $193.4M | ||
| Q1 25 | $83.3M | $-208.1M | ||
| Q4 24 | $21.1M | — | ||
| Q3 24 | $35.6M | $162.1M | ||
| Q2 24 | $22.7M | $109.3M |
自由现金流
MYRG
SON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $84.9M | $322.3M | ||
| Q3 25 | $65.4M | $225.6M | ||
| Q2 25 | $11.6M | $98.6M | ||
| Q1 25 | $70.2M | $-300.8M | ||
| Q4 24 | $8.8M | — | ||
| Q3 24 | $18.0M | $70.5M | ||
| Q2 24 | $2.5M | $16.0M |
自由现金流率
MYRG
SON
| Q1 26 | — | -25547.4% | ||
| Q4 25 | 8.7% | 18.2% | ||
| Q3 25 | 6.9% | 10.6% | ||
| Q2 25 | 1.3% | 5.2% | ||
| Q1 25 | 8.4% | -17.6% | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 2.0% | 4.2% | ||
| Q2 24 | 0.3% | 1.0% |
资本支出强度
MYRG
SON
| Q1 26 | — | 3600.5% | ||
| Q4 25 | 3.1% | 5.1% | ||
| Q3 25 | 3.2% | 3.1% | ||
| Q2 25 | 2.4% | 5.0% | ||
| Q1 25 | 1.6% | 5.4% | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 2.0% | 5.5% | ||
| Q2 24 | 2.4% | 5.7% |
现金转化率
MYRG
SON
| Q1 26 | — | — | ||
| Q4 25 | 3.14× | 1.24× | ||
| Q3 25 | 2.98× | 2.37× | ||
| Q2 25 | 1.24× | 0.39× | ||
| Q1 25 | 3.57× | -3.82× | ||
| Q4 24 | 1.32× | — | ||
| Q3 24 | 3.35× | 3.18× | ||
| Q2 24 | — | 1.20× |
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
MYRG
| Market Type Electrical Construction | $442.6M | 45% |
| Market Type Transmission | $330.3M | 34% |
| Market Type Distribution | $200.6M | 21% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |