vs
新闻集团（NWSA）与RESIDEO TECHNOLOGIES, INC.（REZI）财务数据对比。点击上方公司名可切换其他公司
新闻集团的季度营收约是RESIDEO TECHNOLOGIES, INC.的1.2倍（$2.4B vs $1.9B），新闻集团净利率更高（8.2% vs 7.2%，领先1.0%），新闻集团同比增速更快（5.5% vs 2.0%），RESIDEO TECHNOLOGIES, INC.自由现金流更多（$262.0M vs $132.0M），过去两年RESIDEO TECHNOLOGIES, INC.的营收复合增速更高（12.9% vs -1.3%）
新闻集团是全球知名的媒体集团，旗下拥有报纸、出版、数字媒体等多项媒体业务，在全球传媒领域拥有广泛影响力，专注于为受众提供及时多元的时事资讯与内容服务。
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
NWSA vs REZI — 直观对比
营收规模更大
NWSA
是对方的1.2倍
$1.9B
营收增速更快
NWSA
高出3.5%
2.0%
净利率更高
NWSA
高出1.0%
7.2%
自由现金流更多
REZI
多$130.0M
$132.0M
两年增速更快
REZI
近两年复合增速
-1.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $1.9B |
| 净利润 | $193.0M | $136.0M |
| 毛利率 | — | 29.6% |
| 营业利润率 | — | 7.4% |
| 净利率 | 8.2% | 7.2% |
| 营收同比 | 5.5% | 2.0% |
| 净利润同比 | -10.2% | 491.3% |
| 每股收益（稀释后） | $0.34 | $0.99 |
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NWSAREZI
| Q4 25 | $2.4B | $1.9B | ||
| Q3 25 | $2.1B | $1.9B | ||
| Q2 25 | $1.6B | $1.9B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.2B | $1.9B | ||
| Q3 24 | $2.6B | $1.8B | ||
| Q2 24 | $2.6B | $1.6B | ||
| Q1 24 | $2.4B | $1.5B |
净利润NWSAREZI
| Q4 25 | $193.0M | $136.0M | ||
| Q3 25 | $112.0M | $156.0M | ||
| Q2 25 | $743.0M | $-825.0M | ||
| Q1 25 | $103.0M | $6.0M | ||
| Q4 24 | $215.0M | $23.0M | ||
| Q3 24 | $119.0M | $20.0M | ||
| Q2 24 | $50.0M | $30.0M | ||
| Q1 24 | $30.0M | $43.0M |
毛利率NWSAREZI
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | 28.5% | ||
| Q3 24 | — | 28.7% | ||
| Q2 24 | — | 28.1% | ||
| Q1 24 | — | 26.9% |
营业利润率NWSAREZI
| Q4 25 | — | 7.4% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | 8.5% | 9.1% | ||
| Q1 25 | 7.5% | 7.7% | ||
| Q4 24 | 19.2% | 7.8% | ||
| Q3 24 | 7.9% | 6.9% | ||
| Q2 24 | 4.3% | 7.7% | ||
| Q1 24 | 2.6% | 8.6% |
净利率NWSAREZI
| Q4 25 | 8.2% | 7.2% | ||
| Q3 25 | 5.2% | 8.4% | ||
| Q2 25 | 45.6% | -42.5% | ||
| Q1 25 | 5.1% | 0.3% | ||
| Q4 24 | 9.6% | 1.2% | ||
| Q3 24 | 4.6% | 1.1% | ||
| Q2 24 | 1.9% | 1.9% | ||
| Q1 24 | 1.2% | 2.9% |
每股收益（稀释后）NWSAREZI
| Q4 25 | $0.34 | $0.99 | ||
| Q3 25 | $0.20 | $0.85 | ||
| Q2 25 | $1.30 | $-5.59 | ||
| Q1 25 | $0.18 | $-0.02 | ||
| Q4 24 | $0.38 | $0.06 | ||
| Q3 24 | $0.21 | $0.07 | ||
| Q2 24 | $0.09 | $0.19 | ||
| Q1 24 | $0.05 | $0.29 |
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 | $2.1B | $661.0M |
| 总债务越低越好 | $2.0B | $3.2B |
| 股东权益账面价值 | $8.8B | $2.9B |
| 总资产 | $15.5B | $8.4B |
| 负债/权益比越低杠杆越低 | 0.22× | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资NWSAREZI
| Q4 25 | $2.1B | $661.0M | ||
| Q3 25 | $2.2B | $345.0M | ||
| Q2 25 | $2.4B | $753.0M | ||
| Q1 25 | $2.1B | $577.0M | ||
| Q4 24 | $1.8B | $692.0M | ||
| Q3 24 | $1.8B | $531.0M | ||
| Q2 24 | $2.0B | $413.0M | ||
| Q1 24 | $1.9B | $603.0M |
总债务NWSAREZI
| Q4 25 | $2.0B | $3.2B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $2.9B | $2.0B | ||
| Q1 24 | $2.9B | $1.4B |
股东权益NWSAREZI
| Q4 25 | $8.8B | $2.9B | ||
| Q3 25 | $8.7B | $2.8B | ||
| Q2 25 | $8.8B | $2.6B | ||
| Q1 25 | $8.2B | $3.3B | ||
| Q4 24 | $8.1B | $3.3B | ||
| Q3 24 | $8.3B | $3.4B | ||
| Q2 24 | $8.1B | $3.3B | ||
| Q1 24 | $8.1B | $2.8B |
总资产NWSAREZI
| Q4 25 | $15.5B | $8.4B | ||
| Q3 25 | $15.3B | $8.2B | ||
| Q2 25 | $15.5B | $8.5B | ||
| Q1 25 | $16.6B | $8.1B | ||
| Q4 24 | $16.2B | $8.2B | ||
| Q3 24 | $16.9B | $8.1B | ||
| Q2 24 | $16.7B | $8.0B | ||
| Q1 24 | $16.5B | $6.5B |
负债/权益比NWSAREZI
| Q4 25 | 0.22× | 1.11× | ||
| Q3 25 | 0.22× | 1.17× | ||
| Q2 25 | 0.22× | 0.77× | ||
| Q1 25 | 0.24× | 0.60× | ||
| Q4 24 | 0.24× | 0.61× | ||
| Q3 24 | 0.35× | 0.60× | ||
| Q2 24 | 0.36× | 0.61× | ||
| Q1 24 | 0.36× | 0.51× |
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 | $231.0M | $299.0M |
| 自由现金流经营现金流 - 资本支出 | $132.0M | $262.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 13.8% |
| 资本支出强度资本支出/营收 | 4.2% | 2.0% |
| 现金转化率经营现金流/净利润 | 1.20× | 2.20× |
| 过去12个月自由现金流最近4个季度 | $586.0M | $-1.3B |
8季度趋势，按日历期对齐
经营现金流NWSAREZI
| Q4 25 | $231.0M | $299.0M | ||
| Q3 25 | $85.0M | $-1.6B | ||
| Q2 25 | $189.0M | $200.0M | ||
| Q1 25 | $511.0M | $-65.0M | ||
| Q4 24 | $252.0M | $203.0M | ||
| Q3 24 | $64.0M | $147.0M | ||
| Q2 24 | $254.0M | $92.0M | ||
| Q1 24 | $539.0M | $2.0M |
自由现金流NWSAREZI
| Q4 25 | $132.0M | $262.0M | ||
| Q3 25 | $4.0M | $-1.6B | ||
| Q2 25 | $32.0M | $180.0M | ||
| Q1 25 | $418.0M | $-96.0M | ||
| Q4 24 | $190.0M | $181.0M | ||
| Q3 24 | $-31.0M | $125.0M | ||
| Q2 24 | $111.0M | $77.0M | ||
| Q1 24 | $422.0M | $-19.0M |
自由现金流率NWSAREZI
| Q4 25 | 5.6% | 13.8% | ||
| Q3 25 | 0.2% | -85.8% | ||
| Q2 25 | 2.0% | 9.3% | ||
| Q1 25 | 20.8% | -5.4% | ||
| Q4 24 | 8.5% | 9.7% | ||
| Q3 24 | -1.2% | 6.8% | ||
| Q2 24 | 4.3% | 4.8% | ||
| Q1 24 | 17.4% | -1.3% |
资本支出强度NWSAREZI
| Q4 25 | 4.2% | 2.0% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 9.6% | 1.0% | ||
| Q1 25 | 4.6% | 1.8% | ||
| Q4 24 | 2.8% | 1.2% | ||
| Q3 24 | 3.7% | 1.2% | ||
| Q2 24 | 5.5% | 0.9% | ||
| Q1 24 | 4.8% | 1.4% |
现金转化率NWSAREZI
| Q4 25 | 1.20× | 2.20× | ||
| Q3 25 | 0.76× | -10.07× | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 4.96× | -10.83× | ||
| Q4 24 | 1.17× | 8.83× | ||
| Q3 24 | 0.54× | 7.35× | ||
| Q2 24 | 5.08× | 3.07× | ||
| Q1 24 | 17.97× | 0.05× |
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
NWSA
| Book Publishing Segment | $633.0M | 27% |
| Consumer | $607.0M | 26% |
| News And Information Services Segment | $570.0M | 24% |
| Real Estate | $401.0M | 17% |
| Other Product Or Service | $173.0M | 7% |
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
