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NBT BANCORP INC(NBTB)与世纪互联(VNET)财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是NBT BANCORP INC的2.0倍($362.7M vs $184.5M),NBT BANCORP INC净利率更高(27.7% vs -10.7%,领先38.4%),过去两年世纪互联的营收复合增速更高(17.4% vs 14.6%)
NBT银行是美国的金融机构,旗下设有176个营业网点,分布于纽约、宾夕法尼亚、佛蒙特、马萨诸塞、新罕布什尔、缅因及康涅狄格州。其母公司为NBT Bancorp Inc.,总部位于美国纽约州诺威奇,在纳斯达克全球精选市场上市,股票代码为NBTB。
VNET Group即世纪互联,是中国领先的第三方中立数据中心服务商,提供机柜托管、云基础设施、混合云部署及网络管理等解决方案,服务覆盖科技、金融、零售等多领域企业客户,为企业数字化运营提供稳定的算力与网络支撑。
NBTB vs VNET — 直观对比
营收规模更大
VNET
是对方的2.0倍
$184.5M
净利率更高
NBTB
高出38.4%
-10.7%
两年增速更快
VNET
近两年复合增速
14.6%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $184.5M | $362.7M |
| 净利润 | $51.1M | $-38.7M |
| 毛利率 | — | 20.9% |
| 营业利润率 | — | 0.5% |
| 净利率 | 27.7% | -10.7% |
| 营收同比 | — | — |
| 净利润同比 | 127.2% | — |
| 每股收益(稀释后) | $0.98 | — |
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
NBTB
VNET
| Q1 26 | $184.5M | — | ||
| Q4 25 | $185.1M | — | ||
| Q3 25 | $186.1M | $362.7M | ||
| Q2 25 | $171.2M | — | ||
| Q1 25 | $154.7M | $309.5M | ||
| Q4 24 | $148.5M | — | ||
| Q3 24 | $147.4M | $302.2M | ||
| Q2 24 | $140.4M | $274.4M |
净利润
NBTB
VNET
| Q1 26 | $51.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $54.5M | $-38.7M | ||
| Q2 25 | $22.5M | — | ||
| Q1 25 | $36.7M | $-2.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | $38.1M | $-2.1M | ||
| Q2 24 | $32.7M | $-1.1M |
毛利率
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 25.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 23.2% | ||
| Q2 24 | — | 21.3% |
营业利润率
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | 37.6% | — | ||
| Q3 25 | 38.6% | 0.5% | ||
| Q2 25 | 17.9% | — | ||
| Q1 25 | 30.5% | 0.1% | ||
| Q4 24 | 30.7% | — | ||
| Q3 24 | 33.1% | 24.5% | ||
| Q2 24 | 29.9% | 0.2% |
净利率
NBTB
VNET
| Q1 26 | 27.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 29.3% | -10.7% | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 23.8% | -0.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | 25.8% | -0.7% | ||
| Q2 24 | 23.3% | -0.4% |
每股收益(稀释后)
NBTB
VNET
| Q1 26 | $0.98 | — | ||
| Q4 25 | $1.09 | — | ||
| Q3 25 | $1.03 | — | ||
| Q2 25 | $0.44 | — | ||
| Q1 25 | $0.77 | — | ||
| Q4 24 | $0.77 | — | ||
| Q3 24 | $0.80 | — | ||
| Q2 24 | $0.69 | — |
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 | — | $492.1M |
| 总债务越低越好 | $160.9M | — |
| 股东权益账面价值 | $1.9B | $890.8M |
| 总资产 | $16.2B | $6.1B |
| 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
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $492.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $544.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $219.5M | ||
| Q2 24 | — | $247.2M |
总债务
NBTB
VNET
| Q1 26 | $160.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — |
股东权益
NBTB
VNET
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.9B | $890.8M | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.6B | $927.8M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | $902.9M | ||
| Q2 24 | $1.5B | $900.6M |
总资产
NBTB
VNET
| Q1 26 | $16.2B | — | ||
| Q4 25 | $16.0B | — | ||
| Q3 25 | $16.1B | $6.1B | ||
| Q2 25 | $16.0B | — | ||
| Q1 25 | $13.9B | $5.4B | ||
| Q4 24 | $13.8B | — | ||
| Q3 24 | $13.8B | $4.3B | ||
| Q2 24 | $13.5B | $4.0B |
负债/权益比
NBTB
VNET
| Q1 26 | 0.08× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — |
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 | — | $113.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-193.1M |
| 自由现金流率自由现金流/营收 | — | -53.2% |
| 资本支出强度资本支出/营收 | — | 84.6% |
| 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 | — | $-589.7M |
8季度趋势,按日历期对齐
经营现金流
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | $235.2M | — | ||
| Q3 25 | $80.6M | $113.8M | ||
| Q2 25 | $46.5M | — | ||
| Q1 25 | $42.0M | $27.0M | ||
| Q4 24 | $188.6M | — | ||
| Q3 24 | $52.1M | $108.3M | ||
| Q2 24 | $50.5M | $55.8M |
自由现金流
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | $218.9M | — | ||
| Q3 25 | $74.3M | $-193.1M | ||
| Q2 25 | $44.1M | — | ||
| Q1 25 | $38.3M | $-220.0M | ||
| Q4 24 | $176.8M | — | ||
| Q3 24 | $47.8M | $-95.0M | ||
| Q2 24 | $49.1M | $-81.6M |
自由现金流率
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | 118.2% | — | ||
| Q3 25 | 40.0% | -53.2% | ||
| Q2 25 | 25.8% | — | ||
| Q1 25 | 24.8% | -71.1% | ||
| Q4 24 | 119.0% | — | ||
| Q3 24 | 32.4% | -31.4% | ||
| Q2 24 | 35.0% | -29.8% |
资本支出强度
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | — | ||
| Q3 25 | 3.4% | 84.6% | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 2.4% | 79.8% | ||
| Q4 24 | 7.9% | — | ||
| Q3 24 | 2.9% | 67.3% | ||
| Q2 24 | 1.0% | 50.1% |
现金转化率
NBTB
VNET
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.48× | — | ||
| Q2 25 | 2.06× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 1.54× | — |
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
NBTB
| Net Interest Income | $134.3M | 73% |
| Noninterest Income | $50.1M | 27% |
VNET
暂无分部数据