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纽蒙特(NEM)与Quanta Services(PWR)财务数据对比。点击上方公司名可切换其他公司
Quanta Services的季度营收约是纽蒙特的1.1倍($7.8B vs $7.3B),纽蒙特净利率更高(26.0% vs 4.0%,领先22.0%),Quanta Services同比增速更快(19.7% vs -31.4%),纽蒙特自由现金流更多($1.2B vs $934.0M),过去两年纽蒙特的营收复合增速更高(28.8% vs 24.8%)
纽蒙特公司是总部位于美国科罗拉多州丹佛市的金矿企业,为全球规模最大的金矿开采集团。公司成立于1921年,在全球十余个国家持有金矿资产,还与巴里克矿业共同持有内华达金矿的部分股权,除黄金外也开采铜、银、锌、铅等多种金属。
Quanta Services是美国基础设施服务企业,业务覆盖电力、管道、工业、通信四大领域,可提供各类网络基础设施的规划、设计、安装、项目管理、运维及维修服务。公司自成立以来除内生增长外,已累计收购超150家电力承包领域相关企业。
NEM vs PWR — 直观对比
营收规模更大
PWR
是对方的1.1倍
$7.3B
营收增速更快
PWR
高出51.1%
-31.4%
净利率更高
NEM
高出22.0%
4.0%
自由现金流更多
NEM
多$271.0M
$934.0M
两年增速更快
NEM
近两年复合增速
24.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $7.3B | $7.8B |
| 净利润 | $1.9B | $316.6M |
| 毛利率 | — | 15.5% |
| 营业利润率 | — | 6.2% |
| 净利率 | 26.0% | 4.0% |
| 营收同比 | -31.4% | 19.7% |
| 净利润同比 | -8.3% | 2.0% |
| 每股收益(稀释后) | $1.68 | $2.08 |
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
NEM
PWR
| Q1 26 | $7.3B | — | ||
| Q4 25 | $6.8B | $7.8B | ||
| Q3 25 | $5.5B | $7.6B | ||
| Q2 25 | $5.3B | $6.8B | ||
| Q1 25 | $5.0B | $6.2B | ||
| Q4 24 | $5.7B | $6.6B | ||
| Q3 24 | $4.6B | $6.5B | ||
| Q2 24 | $4.4B | $5.6B |
净利润
NEM
PWR
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.3B | $316.6M | ||
| Q3 25 | $1.8B | $339.4M | ||
| Q2 25 | $2.1B | $229.3M | ||
| Q1 25 | $1.9B | $144.3M | ||
| Q4 24 | $1.4B | $310.3M | ||
| Q3 24 | $922.0M | $293.2M | ||
| Q2 24 | $853.0M | $188.2M |
毛利率
NEM
PWR
| Q1 26 | — | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 14.9% | ||
| Q1 25 | — | 13.4% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | — | 15.6% | ||
| Q2 24 | — | 14.5% |
营业利润率
NEM
PWR
| Q1 26 | — | — | ||
| Q4 25 | 47.6% | 6.2% | ||
| Q3 25 | 45.4% | 6.8% | ||
| Q2 25 | 58.6% | 5.5% | ||
| Q1 25 | 49.3% | 3.8% | ||
| Q4 24 | 36.3% | 6.9% | ||
| Q3 24 | 23.0% | 6.6% | ||
| Q2 24 | 23.5% | 5.5% |
净利率
NEM
PWR
| Q1 26 | 26.0% | — | ||
| Q4 25 | 19.1% | 4.0% | ||
| Q3 25 | 33.2% | 4.4% | ||
| Q2 25 | 38.8% | 3.4% | ||
| Q1 25 | 37.7% | 2.3% | ||
| Q4 24 | 24.8% | 4.7% | ||
| Q3 24 | 20.0% | 4.5% | ||
| Q2 24 | 19.4% | 3.4% |
每股收益(稀释后)
NEM
PWR
| Q1 26 | $1.68 | — | ||
| Q4 25 | $1.19 | $2.08 | ||
| Q3 25 | $1.67 | $2.24 | ||
| Q2 25 | $1.85 | $1.52 | ||
| Q1 25 | $1.68 | $0.96 | ||
| Q4 24 | $1.23 | $2.03 | ||
| Q3 24 | $0.80 | $1.95 | ||
| Q2 24 | $0.74 | $1.26 |
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 | $4.7B | $439.5M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $31.4B | $8.9B |
| 总资产 | $55.5B | $24.9B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势,按日历期对齐
现金及短期投资
NEM
PWR
| Q1 26 | $4.7B | — | ||
| Q4 25 | $8.2B | $439.5M | ||
| Q3 25 | $6.0B | $610.4M | ||
| Q2 25 | $6.7B | $509.5M | ||
| Q1 25 | $4.7B | $520.6M | ||
| Q4 24 | $3.6B | $742.0M | ||
| Q3 24 | $3.1B | $764.1M | ||
| Q2 24 | $2.7B | $518.1M |
总债务
NEM
PWR
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $5.2B | ||
| Q3 25 | $5.2B | $5.5B | ||
| Q2 25 | $7.1B | $4.7B | ||
| Q1 25 | $7.5B | $4.4B | ||
| Q4 24 | $8.5B | $4.1B | ||
| Q3 24 | $8.6B | $4.1B | ||
| Q2 24 | $8.7B | $3.0B |
股东权益
NEM
PWR
| Q1 26 | $31.4B | — | ||
| Q4 25 | $33.9B | $8.9B | ||
| Q3 25 | $33.2B | $8.4B | ||
| Q2 25 | $32.1B | $7.9B | ||
| Q1 25 | $31.2B | $7.5B | ||
| Q4 24 | $29.9B | $7.3B | ||
| Q3 24 | $29.7B | $7.1B | ||
| Q2 24 | $29.4B | $6.6B |
总资产
NEM
PWR
| Q1 26 | $55.5B | — | ||
| Q4 25 | $57.1B | $24.9B | ||
| Q3 25 | $54.7B | $22.7B | ||
| Q2 25 | $55.2B | $19.9B | ||
| Q1 25 | $55.5B | $19.1B | ||
| Q4 24 | $56.3B | $18.7B | ||
| Q3 24 | $56.2B | $18.9B | ||
| Q2 24 | $55.7B | $15.9B |
负债/权益比
NEM
PWR
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 0.59× | ||
| Q3 25 | 0.16× | 0.66× | ||
| Q2 25 | 0.22× | 0.59× | ||
| Q1 25 | 0.24× | 0.58× | ||
| Q4 24 | 0.28× | 0.56× | ||
| Q3 24 | 0.29× | 0.58× | ||
| Q2 24 | 0.30× | 0.45× |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $1.2B | $934.0M |
| 自由现金流率自由现金流/营收 | 16.5% | 11.9% |
| 资本支出强度资本支出/营收 | 11.3% | 2.5% |
| 现金转化率经营现金流/净利润 | — | 3.56× |
| 过去12个月自由现金流最近4个季度 | $7.3B | $1.6B |
8季度趋势,按日历期对齐
经营现金流
NEM
PWR
| Q1 26 | — | — | ||
| Q4 25 | $3.6B | $1.1B | ||
| Q3 25 | $2.3B | $563.5M | ||
| Q2 25 | $2.4B | $295.7M | ||
| Q1 25 | $2.0B | $243.2M | ||
| Q4 24 | $2.5B | $712.0M | ||
| Q3 24 | $1.6B | $739.9M | ||
| Q2 24 | $1.4B | $391.3M |
自由现金流
NEM
PWR
| Q1 26 | $1.2B | — | ||
| Q4 25 | $2.8B | $934.0M | ||
| Q3 25 | $1.6B | $421.0M | ||
| Q2 25 | $1.7B | $155.4M | ||
| Q1 25 | $1.2B | $110.4M | ||
| Q4 24 | $1.6B | $565.0M | ||
| Q3 24 | $771.0M | $527.4M | ||
| Q2 24 | $628.0M | $229.9M |
自由现金流率
NEM
PWR
| Q1 26 | 16.5% | — | ||
| Q4 25 | 41.3% | 11.9% | ||
| Q3 25 | 28.4% | 5.5% | ||
| Q2 25 | 32.2% | 2.3% | ||
| Q1 25 | 24.1% | 1.8% | ||
| Q4 24 | 28.9% | 8.6% | ||
| Q3 24 | 16.7% | 8.1% | ||
| Q2 24 | 14.3% | 4.1% |
资本支出强度
NEM
PWR
| Q1 26 | 11.3% | — | ||
| Q4 25 | 11.9% | 2.5% | ||
| Q3 25 | 13.2% | 1.9% | ||
| Q2 25 | 12.7% | 2.1% | ||
| Q1 25 | 16.5% | 2.1% | ||
| Q4 24 | 15.5% | 2.2% | ||
| Q3 24 | 19.0% | 3.3% | ||
| Q2 24 | 18.2% | 2.9% |
现金转化率
NEM
PWR
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | 3.56× | ||
| Q3 25 | 1.25× | 1.66× | ||
| Q2 25 | 1.16× | 1.29× | ||
| Q1 25 | 1.07× | 1.69× | ||
| Q4 24 | 1.79× | 2.29× | ||
| Q3 24 | 1.79× | 2.52× | ||
| Q2 24 | 1.67× | 2.08× |
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
NEM
| Consolidated gold sales, net | $6.0B | 83% |
| Other | $506.0M | 7% |
| Consolidated copper sales, net | $354.0M | 5% |
| Consolidated silver sales, net | $188.0M | 3% |
| Consolidated zinc sales, net | $181.0M | 2% |
| Consolidated lead sales, net | $42.0M | 1% |
PWR
暂无分部数据