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纽蒙特(NEM)与TELUS CORP(TU)财务数据对比。点击上方公司名可切换其他公司
纽蒙特的季度营收约是TELUS CORP的2.0倍($7.3B vs $3.7B),纽蒙特净利率更高(26.0% vs -4.8%,领先30.9%),TELUS CORP同比增速更快(2.2% vs -31.4%)
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。
TELUS是加拿大上市综合控股集团,总部位于不列颠哥伦比亚省温哥华。旗下业务涵盖四大板块:通信业务提供固话、电视、数据及互联网服务;移动业务提供无线通信服务;健康板块提供医疗产品及服务;数字业务面向全球提供多语种客户服务外包与数字IT服务。
NEM vs TU — 直观对比
营收规模更大
NEM
是对方的2.0倍
$3.7B
营收增速更快
TU
高出33.6%
-31.4%
净利率更高
NEM
高出30.9%
-4.8%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $7.3B | $3.7B |
| 净利润 | $1.9B | $-178.8M |
| 毛利率 | — | 90.2% |
| 营业利润率 | — | 3.4% |
| 净利率 | 26.0% | -4.8% |
| 营收同比 | -31.4% | 2.2% |
| 净利润同比 | -8.3% | -210.9% |
| 每股收益(稀释后) | $1.68 | — |
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
NEM
TU
| Q1 26 | $7.3B | — | ||
| Q4 25 | $6.8B | — | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $5.3B | $3.7B | ||
| Q1 25 | $5.0B | — | ||
| Q4 24 | $5.7B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $4.4B | $3.6B |
净利润
NEM
TU
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $2.1B | $-178.8M | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $922.0M | — | ||
| Q2 24 | $853.0M | $161.3M |
毛利率
NEM
TU
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 90.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 87.9% |
营业利润率
NEM
TU
| Q1 26 | — | — | ||
| Q4 25 | 47.6% | — | ||
| Q3 25 | 45.4% | — | ||
| Q2 25 | 58.6% | 3.4% | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 36.3% | — | ||
| Q3 24 | 23.0% | — | ||
| Q2 24 | 23.5% | 13.7% |
净利率
NEM
TU
| Q1 26 | 26.0% | — | ||
| Q4 25 | 19.1% | — | ||
| Q3 25 | 33.2% | — | ||
| Q2 25 | 38.8% | -4.8% | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 24.8% | — | ||
| Q3 24 | 20.0% | — | ||
| Q2 24 | 19.4% | 4.4% |
每股收益(稀释后)
NEM
TU
| Q1 26 | $1.68 | — | ||
| Q4 25 | $1.19 | — | ||
| Q3 25 | $1.67 | — | ||
| Q2 25 | $1.85 | — | ||
| Q1 25 | $1.68 | — | ||
| Q4 24 | $1.23 | — | ||
| Q3 24 | $0.80 | — | ||
| Q2 24 | $0.74 | — |
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 | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.4B | $11.8B |
| 总资产 | $55.5B | $44.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
NEM
TU
| Q1 26 | $4.7B | — | ||
| Q4 25 | $8.2B | — | ||
| Q3 25 | $6.0B | — | ||
| Q2 25 | $6.7B | $2.7B | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $3.6B | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.7B | $676.7M |
总债务
NEM
TU
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $5.2B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $7.5B | — | ||
| Q4 24 | $8.5B | — | ||
| Q3 24 | $8.6B | — | ||
| Q2 24 | $8.7B | — |
股东权益
NEM
TU
| Q1 26 | $31.4B | — | ||
| Q4 25 | $33.9B | — | ||
| Q3 25 | $33.2B | — | ||
| Q2 25 | $32.1B | $11.8B | ||
| Q1 25 | $31.2B | — | ||
| Q4 24 | $29.9B | — | ||
| Q3 24 | $29.7B | — | ||
| Q2 24 | $29.4B | $12.4B |
总资产
NEM
TU
| Q1 26 | $55.5B | — | ||
| Q4 25 | $57.1B | — | ||
| Q3 25 | $54.7B | — | ||
| Q2 25 | $55.2B | $44.3B | ||
| Q1 25 | $55.5B | — | ||
| Q4 24 | $56.3B | — | ||
| Q3 24 | $56.2B | — | ||
| Q2 24 | $55.7B | $41.8B |
负债/权益比
NEM
TU
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.16× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.28× | — | ||
| Q3 24 | 0.29× | — | ||
| Q2 24 | 0.30× | — |
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 | — | $851.2M |
| 自由现金流经营现金流 - 资本支出 | $1.2B | — |
| 自由现金流率自由现金流/营收 | 16.5% | — |
| 资本支出强度资本支出/营收 | 11.3% | — |
| 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 | $7.3B | — |
8季度趋势,按日历期对齐
经营现金流
NEM
TU
| Q1 26 | — | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | $851.2M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.4B | $1.0B |
自由现金流
NEM
TU
| Q1 26 | $1.2B | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $771.0M | — | ||
| Q2 24 | $628.0M | — |
自由现金流率
NEM
TU
| Q1 26 | 16.5% | — | ||
| Q4 25 | 41.3% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 32.2% | — | ||
| Q1 25 | 24.1% | — | ||
| Q4 24 | 28.9% | — | ||
| Q3 24 | 16.7% | — | ||
| Q2 24 | 14.3% | — |
资本支出强度
NEM
TU
| Q1 26 | 11.3% | — | ||
| Q4 25 | 11.9% | — | ||
| Q3 25 | 13.2% | — | ||
| Q2 25 | 12.7% | — | ||
| Q1 25 | 16.5% | — | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 18.2% | — |
现金转化率
NEM
TU
| Q1 26 | — | — | ||
| Q4 25 | 2.78× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | 1.79× | — | ||
| Q2 24 | 1.67× | 6.28× |
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% |
TU
暂无分部数据