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上海建工集团（NOA）与维蒙特工业（VMI）财务数据对比。点击上方公司名可切换其他公司
维蒙特工业的季度营收约是上海建工集团的1.2倍（$1.0B vs $860.2M），维蒙特工业净利率更高（10.5% vs 4.7%，领先5.8%），过去两年上海建工集团的营收复合增速更高（58.0% vs -0.5%）
上海建工集团是中国知名建筑工程企业，凭借优异的经营规模与工程实力，在2011年以营业收入统计位居全球建筑企业第16位，业务覆盖国内外众多大型建筑工程项目领域。
维蒙特工业是美国大型上市制造企业，核心产品包括Valley品牌中心支轴及线性灌溉设备、风电机组支撑结构、照明与交通信号灯杆、钢制公用设施杆塔，在全球农业设备及基建配套领域拥有领先的市场地位和技术优势。
NOA vs VMI — 直观对比
营收规模更大
VMI
是对方的1.2倍
$860.2M
净利率更高
VMI
高出5.8%
4.7%
两年增速更快
NOA
近两年复合增速
-0.5%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $860.2M | $1.0B |
| 净利润 | $40.5M | $108.0M |
| 毛利率 | 19.7% | 30.8% |
| 营业利润率 | 15.4% | 15.1% |
| 净利率 | 4.7% | 10.5% |
| 营收同比 | — | 6.2% |
| 净利润同比 | — | 23.8% |
| 每股收益（稀释后） | — | $5.51 |
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NOAVMI
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $1.0B | ||
| Q3 25 | $860.2M | $1.0B | ||
| Q2 25 | $573.3M | $1.1B | ||
| Q1 25 | $297.0M | $969.3M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | $636.4M | $1.0B | ||
| Q2 24 | $439.5M | $1.0B |
净利润NOAVMI
| Q1 26 | — | $108.0M | ||
| Q4 25 | — | $168.0M | ||
| Q3 25 | $40.5M | $99.0M | ||
| Q2 25 | $26.0M | $-4.0M | ||
| Q1 25 | $11.5M | $87.3M | ||
| Q4 24 | — | $77.7M | ||
| Q3 24 | $45.5M | $83.1M | ||
| Q2 24 | $34.1M | $99.7M |
毛利率NOAVMI
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | 19.7% | 30.4% | ||
| Q2 25 | 18.1% | 30.6% | ||
| Q1 25 | 18.0% | 30.0% | ||
| Q4 24 | — | 30.2% | ||
| Q3 24 | 14.0% | 29.6% | ||
| Q2 24 | 14.3% | 30.8% |
营业利润率NOAVMI
| Q1 26 | — | 15.1% | ||
| Q4 25 | — | 11.2% | ||
| Q3 25 | 15.4% | 13.5% | ||
| Q2 25 | 13.6% | 2.8% | ||
| Q1 25 | 13.0% | 13.2% | ||
| Q4 24 | — | 11.6% | ||
| Q3 24 | 7.9% | 12.3% | ||
| Q2 24 | 8.2% | 14.2% |
净利率NOAVMI
| Q1 26 | — | 10.5% | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | 4.7% | 9.5% | ||
| Q2 25 | 4.5% | -0.4% | ||
| Q1 25 | 3.9% | 9.0% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 7.1% | 8.1% | ||
| Q2 24 | 7.8% | 9.6% |
每股收益（稀释后）NOAVMI
| Q1 26 | — | $5.51 | ||
| Q4 25 | — | $9.02 | ||
| Q3 25 | — | $4.98 | ||
| Q2 25 | — | $-1.53 | ||
| Q1 25 | — | $4.32 | ||
| Q4 24 | — | $3.85 | ||
| Q3 24 | — | $4.11 | ||
| Q2 24 | — | $4.91 |
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 | — | $160.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.7B |
| 总资产 | $1.7B | $3.4B |
| 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NOAVMI
| Q1 26 | — | $160.2M | ||
| Q4 25 | — | $187.1M | ||
| Q3 25 | — | $226.1M | ||
| Q2 25 | — | $208.5M | ||
| Q1 25 | — | $184.4M | ||
| Q4 24 | — | $164.3M | ||
| Q3 24 | — | $200.5M | ||
| Q2 24 | — | $163.1M |
总债务NOAVMI
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NOAVMI
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B |
总资产NOAVMI
| Q1 26 | — | $3.4B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | $1.7B | $3.4B | ||
| Q2 25 | $1.7B | $3.3B | ||
| Q1 25 | $1.7B | $3.4B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | $1.5B | $3.5B | ||
| Q2 24 | $1.5B | $3.5B |
负债/权益比NOAVMI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| 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 | $140.7M | — |
| 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 | 3.47× | — |
| 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NOAVMI
| Q1 26 | — | — | ||
| Q4 25 | — | $111.2M | ||
| Q3 25 | $140.7M | $112.5M | ||
| Q2 25 | $85.4M | $167.6M | ||
| Q1 25 | $19.0M | $65.1M | ||
| Q4 24 | — | $193.4M | ||
| Q3 24 | $109.5M | $225.1M | ||
| Q2 24 | $72.0M | $130.8M |
自由现金流NOAVMI
| Q1 26 | — | — | ||
| Q4 25 | — | $70.4M | ||
| Q3 25 | — | $70.6M | ||
| Q2 25 | — | $135.6M | ||
| Q1 25 | — | $34.8M | ||
| Q4 24 | — | $167.8M | ||
| Q3 24 | — | $204.6M | ||
| Q2 24 | — | $112.5M |
自由现金流率NOAVMI
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 10.8% |
资本支出强度NOAVMI
| Q1 26 | — | — | ||
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.1% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | — | 1.8% |
现金转化率NOAVMI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.66× | ||
| Q3 25 | 3.47× | 1.14× | ||
| Q2 25 | 3.28× | — | ||
| Q1 25 | 1.65× | 0.75× | ||
| Q4 24 | — | 2.49× | ||
| Q3 24 | 2.41× | 2.71× | ||
| Q2 24 | 2.11× | 1.31× |
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
NOA
暂无分部数据
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
