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NextEra Energy（NEE）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是NextEra Energy的1.3倍（$7.7B vs $6.0B），NextEra Energy净利率更高（25.6% vs 0.8%，领先24.8%），NextEra Energy同比增速更快（11.1% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs 5.4%）
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
NEE vs SW — 直观对比
营收规模更大
SW
是对方的1.3倍
$6.0B
营收增速更快
NEE
高出10.4%
0.7%
净利率更高
NEE
高出24.8%
0.8%
两年增速更快
SW
近两年复合增速
5.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.0B | $7.7B |
| 净利润 | $1.5B | $63.0M |
| 毛利率 | — | 16.4% |
| 营业利润率 | 26.4% | 3.3% |
| 净利率 | 25.6% | 0.8% |
| 营收同比 | 11.1% | 0.7% |
| 净利润同比 | 27.6% | 0.0% |
| 每股收益（稀释后） | $0.74 | $0.12 |
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NEESW
| Q1 26 | — | $7.7B | ||
| Q4 25 | $6.0B | $7.6B | ||
| Q3 25 | $7.4B | $8.0B | ||
| Q2 25 | $6.4B | $7.9B | ||
| Q1 25 | $6.0B | $7.7B | ||
| Q4 24 | $5.4B | $7.5B | ||
| Q3 24 | $6.7B | $7.7B | ||
| Q2 24 | $6.0B | $3.0B |
净利润NEESW
| Q1 26 | — | $63.0M | ||
| Q4 25 | $1.5B | $97.0M | ||
| Q3 25 | $2.4B | $246.0M | ||
| Q2 25 | $2.0B | $-28.0M | ||
| Q1 25 | $833.0M | $384.0M | ||
| Q4 24 | $1.2B | $146.0M | ||
| Q3 24 | $1.9B | $-150.0M | ||
| Q2 24 | $1.6B | $132.0M |
毛利率NEESW
| Q1 26 | — | 16.4% | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | — | 19.1% | ||
| Q3 24 | — | 17.6% | ||
| Q2 24 | — | 23.3% |
营业利润率NEESW
| Q1 26 | — | 3.3% | ||
| Q4 25 | 26.4% | 5.1% | ||
| Q3 25 | 34.1% | 6.6% | ||
| Q2 25 | 29.9% | 3.2% | ||
| Q1 25 | 37.6% | 7.2% | ||
| Q4 24 | 17.4% | 5.3% | ||
| Q3 24 | 42.6% | 0.7% | ||
| Q2 24 | 27.8% | 8.2% |
净利率NEESW
| Q1 26 | — | 0.8% | ||
| Q4 25 | 25.6% | 1.3% | ||
| Q3 25 | 32.9% | 3.1% | ||
| Q2 25 | 31.7% | -0.4% | ||
| Q1 25 | 13.9% | 5.0% | ||
| Q4 24 | 22.3% | 1.9% | ||
| Q3 24 | 27.6% | -2.0% | ||
| Q2 24 | 27.0% | 4.4% |
每股收益（稀释后）NEESW
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.74 | $0.18 | ||
| Q3 25 | $1.18 | $0.47 | ||
| Q2 25 | $0.98 | $-0.05 | ||
| Q1 25 | $0.40 | $0.73 | ||
| Q4 24 | $0.58 | $-0.12 | ||
| Q3 24 | $0.90 | $-0.30 | ||
| Q2 24 | $0.79 | $0.51 |
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 | — |
| 总债务越低越好 | — | $980.0M |
| 股东权益账面价值 | $54.6B | $18.1B |
| 总资产 | $212.7B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资NEESW
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $892.0M | ||
| Q3 25 | $2.4B | $851.0M | ||
| Q2 25 | $1.7B | $778.0M | ||
| Q1 25 | $2.4B | $797.0M | ||
| Q4 24 | $1.5B | $855.0M | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $1.6B | $26.8K |
总债务NEESW
| Q1 26 | — | $980.0M | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | — | $13.3B | ||
| Q2 25 | — | $13.3B | ||
| Q1 25 | — | $12.9B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | — |
股东权益NEESW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $54.6B | $18.3B | ||
| Q3 25 | $54.2B | $18.4B | ||
| Q2 25 | $50.8B | $18.3B | ||
| Q1 25 | $49.8B | $17.9B | ||
| Q4 24 | $50.1B | $17.4B | ||
| Q3 24 | $50.1B | $18.0B | ||
| Q2 24 | $49.1B | $14.5K |
总资产NEESW
| Q1 26 | — | $45.2B | ||
| Q4 25 | $212.7B | $45.2B | ||
| Q3 25 | $204.4B | $45.6B | ||
| Q2 25 | $198.8B | $45.7B | ||
| Q1 25 | $194.3B | $44.6B | ||
| Q4 24 | $190.1B | $43.8B | ||
| Q3 24 | $186.0B | $45.0B | ||
| Q2 24 | $184.7B | $26.8K |
负债/权益比NEESW
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.72× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.73× | ||
| 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 | $204.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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× | 3.24× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流NEESW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $2.5B | $1.2B | ||
| Q3 25 | $4.0B | $1.1B | ||
| Q2 25 | $3.2B | $829.0M | ||
| Q1 25 | $2.8B | $235.0M | ||
| Q4 24 | $2.0B | $781.0M | ||
| Q3 24 | $4.3B | $320.0M | ||
| Q2 24 | $3.9B | $340.0M |
自由现金流NEESW
| Q1 26 | — | — | ||
| Q4 25 | — | $612.0M | ||
| Q3 25 | — | $523.0M | ||
| Q2 25 | — | $307.0M | ||
| Q1 25 | — | $-242.0M | ||
| Q4 24 | — | $212.0M | ||
| Q3 24 | — | $-192.0M | ||
| Q2 24 | — | $163.0M |
自由现金流率NEESW
| Q1 26 | — | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | 2.8% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | — | 5.5% |
资本支出强度NEESW
| Q1 26 | — | — | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 7.6% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 6.0% |
现金转化率NEESW
| Q1 26 | — | 3.24× | ||
| Q4 25 | 1.63× | 12.32× | ||
| Q3 25 | 1.65× | 4.61× | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 3.32× | 0.61× | ||
| Q4 24 | 1.65× | 5.35× | ||
| Q3 24 | 2.31× | — | ||
| Q2 24 | 2.42× | 2.58× |
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% |
SW
暂无分部数据
