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NextEra Energy(NEE)与斯伦贝谢(SLB)财务数据对比。点击上方公司名可切换其他公司
斯伦贝谢的季度营收约是NextEra Energy的1.5倍($8.7B vs $6.0B),NextEra Energy净利率更高(25.6% vs 8.6%,领先17.0%),NextEra Energy同比增速更快(11.1% vs 2.7%),过去两年NextEra Energy的营收复合增速更高(5.4% vs -2.3%)
NextEra Energy是美国能源企业,也是全球市值最高的电力公用事业控股公司,截至2024年10月市值超1700亿美元。2024年营收达248亿美元,在美加两国共有1.67万名员工,当前发电装机容量为73吉瓦,旗下拥有佛罗里达电力照明等多家子公司。
SLB前身为斯伦贝谢,是全球知名的跨国油田服务企业。1926年创立于法国,现注册地为库拉索威廉斯塔德,在巴黎、休斯敦、伦敦、海牙四地设有核心行政办公室,截至2022年按营收计算是全球最大的海上钻井企业及海上钻井承包商。
NEE vs SLB — 直观对比
营收规模更大
SLB
是对方的1.5倍
$6.0B
营收增速更快
NEE
高出8.4%
2.7%
净利率更高
NEE
高出17.0%
8.6%
两年增速更快
NEE
近两年复合增速
-2.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $6.0B | $8.7B |
| 净利润 | $1.5B | $752.0M |
| 毛利率 | — | — |
| 营业利润率 | 26.4% | — |
| 净利率 | 25.6% | 8.6% |
| 营收同比 | 11.1% | 2.7% |
| 净利润同比 | 27.6% | -5.6% |
| 每股收益(稀释后) | $0.74 | $0.50 |
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
NEE
SLB
| Q1 26 | — | $8.7B | ||
| Q4 25 | $6.0B | $9.7B | ||
| Q3 25 | $7.4B | $8.9B | ||
| Q2 25 | $6.4B | $8.5B | ||
| Q1 25 | $6.0B | $8.5B | ||
| Q4 24 | $5.4B | $9.3B | ||
| Q3 24 | $6.7B | $9.2B | ||
| Q2 24 | $6.0B | $9.1B |
净利润
NEE
SLB
| Q1 26 | — | $752.0M | ||
| Q4 25 | $1.5B | $824.0M | ||
| Q3 25 | $2.4B | $739.0M | ||
| Q2 25 | $2.0B | $1.0B | ||
| Q1 25 | $833.0M | $797.0M | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.9B | $1.2B | ||
| Q2 24 | $1.6B | $1.1B |
营业利润率
NEE
SLB
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | 9.7% | ||
| Q3 25 | 34.1% | 11.2% | ||
| Q2 25 | 29.9% | 15.0% | ||
| Q1 25 | 37.6% | 12.5% | ||
| Q4 24 | 17.4% | 14.9% | ||
| Q3 24 | 42.6% | 16.5% | ||
| Q2 24 | 27.8% | 15.5% |
净利率
NEE
SLB
| Q1 26 | — | 8.6% | ||
| Q4 25 | 25.6% | 8.5% | ||
| Q3 25 | 32.9% | 8.3% | ||
| Q2 25 | 31.7% | 11.9% | ||
| Q1 25 | 13.9% | 9.4% | ||
| Q4 24 | 22.3% | 11.8% | ||
| Q3 24 | 27.6% | 12.9% | ||
| Q2 24 | 27.0% | 12.2% |
每股收益(稀释后)
NEE
SLB
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.74 | $0.53 | ||
| Q3 25 | $1.18 | $0.50 | ||
| Q2 25 | $0.98 | $0.74 | ||
| Q1 25 | $0.40 | $0.58 | ||
| Q4 24 | $0.58 | $0.77 | ||
| Q3 24 | $0.90 | $0.83 | ||
| Q2 24 | $0.79 | $0.77 |
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 | $2.8B | $3.4B |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $54.6B | $27.4B |
| 总资产 | $212.7B | $19.3B |
| 负债/权益比越低杠杆越低 | — | 0.35× |
8季度趋势,按日历期对齐
现金及短期投资
NEE
SLB
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.8B | $1.2B | ||
| Q3 25 | $2.4B | $571.0M | ||
| Q2 25 | $1.7B | $511.0M | ||
| Q1 25 | $2.4B | $961.0M | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $2.3B | $1.4B | ||
| Q2 24 | $1.6B | $1.1B |
总债务
NEE
SLB
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
NEE
SLB
| Q1 26 | — | $27.4B | ||
| Q4 25 | $54.6B | $26.1B | ||
| Q3 25 | $54.2B | $25.6B | ||
| Q2 25 | $50.8B | $20.3B | ||
| Q1 25 | $49.8B | $19.5B | ||
| Q4 24 | $50.1B | $21.1B | ||
| Q3 24 | $50.1B | $21.5B | ||
| Q2 24 | $49.1B | $21.1B |
总资产
NEE
SLB
| Q1 26 | — | $19.3B | ||
| Q4 25 | $212.7B | $54.9B | ||
| Q3 25 | $204.4B | $55.1B | ||
| Q2 25 | $198.8B | $48.8B | ||
| Q1 25 | $194.3B | $49.0B | ||
| Q4 24 | $190.1B | $48.9B | ||
| Q3 24 | $186.0B | $49.8B | ||
| Q2 24 | $184.7B | $49.4B |
负债/权益比
NEE
SLB
| Q1 26 | — | 0.35× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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 | $2.5B | — |
| 自由现金流经营现金流 - 资本支出 | — | $103.0M |
| 自由现金流率自由现金流/营收 | — | 1.2% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.63× | — |
| 过去12个月自由现金流最近4个季度 | — | $4.6B |
8季度趋势,按日历期对齐
经营现金流
NEE
SLB
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $3.0B | ||
| Q3 25 | $4.0B | $1.7B | ||
| Q2 25 | $3.2B | $1.1B | ||
| Q1 25 | $2.8B | $660.0M | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $4.3B | $2.4B | ||
| Q2 24 | $3.9B | $1.4B |
自由现金流
NEE
SLB
| Q1 26 | — | $103.0M | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $771.0M | ||
| Q1 25 | — | $262.0M | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $973.0M |
自由现金流率
NEE
SLB
| Q1 26 | — | 1.2% | ||
| Q4 25 | — | 25.5% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 21.7% | ||
| Q2 24 | — | 10.6% |
资本支出强度
NEE
SLB
| Q1 26 | — | — | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 5.1% |
现金转化率
NEE
SLB
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 3.65× | ||
| Q3 25 | 1.65× | 2.28× | ||
| Q2 25 | 1.57× | 1.13× | ||
| Q1 25 | 3.32× | 0.83× | ||
| Q4 24 | 1.65× | 2.18× | ||
| Q3 24 | 2.31× | 2.06× | ||
| Q2 24 | 2.42× | 1.29× |
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
NEE
| Florida Power Light Company | $4.3B | 71% |
| Other | $1.7B | 29% |
SLB
暂无分部数据