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新闻集团（NWSA）与南方铜业（SCCO）财务数据对比。点击上方公司名可切换其他公司
南方铜业的季度营收约是新闻集团的1.6倍（$3.9B vs $2.4B），南方铜业净利率更高（33.9% vs 8.2%，领先25.7%），南方铜业同比增速更快（39.0% vs 5.5%），南方铜业自由现金流更多（$1.1B vs $132.0M），过去两年南方铜业的营收复合增速更高（22.0% 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。
南方铜业注册地为美国特拉华州，总部位于亚利桑那州凤凰城，在秘鲁、墨西哥两地持有多座铜矿、冶炼厂及精炼厂，旗下拥有夸霍内、托克帕拉、布埃纳维斯塔等知名矿山。2024年公司铜产量达21亿磅，同时产出银、钼、锌等多种金属。
NWSA vs SCCO — 直观对比
营收规模更大
SCCO
是对方的1.6倍
$2.4B
营收增速更快
SCCO
高出33.4%
5.5%
净利率更高
SCCO
高出25.7%
8.2%
自由现金流更多
SCCO
多$939.7M
$132.0M
两年增速更快
SCCO
近两年复合增速
-1.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $3.9B |
| 净利润 | $193.0M | $1.3B |
| 毛利率 | — | 62.0% |
| 营业利润率 | — | 54.5% |
| 净利率 | 8.2% | 33.9% |
| 营收同比 | 5.5% | 39.0% |
| 净利润同比 | -10.2% | 64.7% |
| 每股收益（稀释后） | $0.34 | $1.49 |
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NWSASCCO
| Q4 25 | $2.4B | $3.9B | ||
| Q3 25 | $2.1B | $3.4B | ||
| Q2 25 | $1.6B | $3.1B | ||
| Q1 25 | $2.0B | $3.1B | ||
| Q4 24 | $2.2B | $2.8B | ||
| Q3 24 | $2.6B | $2.9B | ||
| Q2 24 | $2.6B | $3.1B | ||
| Q1 24 | $2.4B | $2.6B |
净利润NWSASCCO
| Q4 25 | $193.0M | $1.3B | ||
| Q3 25 | $112.0M | $1.1B | ||
| Q2 25 | $743.0M | $976.7M | ||
| Q1 25 | $103.0M | $949.1M | ||
| Q4 24 | $215.0M | $796.2M | ||
| Q3 24 | $119.0M | $899.8M | ||
| Q2 24 | $50.0M | $953.8M | ||
| Q1 24 | $30.0M | $738.8M |
毛利率NWSASCCO
| Q4 25 | — | 62.0% | ||
| Q3 25 | — | 59.8% | ||
| Q2 25 | — | 60.3% | ||
| Q1 25 | — | 57.7% | ||
| Q4 24 | — | 56.5% | ||
| Q3 24 | — | 58.3% | ||
| Q2 24 | — | 59.9% | ||
| Q1 24 | — | 55.5% |
营业利润率NWSASCCO
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 52.4% | ||
| Q2 25 | 8.5% | 52.0% | ||
| Q1 25 | 7.5% | 49.2% | ||
| Q4 24 | 19.2% | 47.0% | ||
| Q3 24 | 7.9% | 49.5% | ||
| Q2 24 | 4.3% | 51.5% | ||
| Q1 24 | 2.6% | 45.8% |
净利率NWSASCCO
| Q4 25 | 8.2% | 33.9% | ||
| Q3 25 | 5.2% | 32.9% | ||
| Q2 25 | 45.6% | 32.0% | ||
| Q1 25 | 5.1% | 30.4% | ||
| Q4 24 | 9.6% | 28.6% | ||
| Q3 24 | 4.6% | 30.7% | ||
| Q2 24 | 1.9% | 30.6% | ||
| Q1 24 | 1.2% | 28.4% |
每股收益（稀释后）NWSASCCO
| Q4 25 | $0.34 | $1.49 | ||
| Q3 25 | $0.20 | $1.35 | ||
| Q2 25 | $1.30 | $1.21 | ||
| Q1 25 | $0.18 | $1.19 | ||
| Q4 24 | $0.38 | $1.02 | ||
| Q3 24 | $0.21 | $1.15 | ||
| Q2 24 | $0.09 | $1.22 | ||
| Q1 24 | $0.05 | $0.95 |
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 | $4.9B |
| 总债务越低越好 | $2.0B | $6.8B |
| 股东权益账面价值 | $8.8B | $11.0B |
| 总资产 | $15.5B | $21.4B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资NWSASCCO
| Q4 25 | $2.1B | $4.9B | ||
| Q3 25 | $2.2B | $4.5B | ||
| Q2 25 | $2.4B | $4.0B | ||
| Q1 25 | $2.1B | $4.3B | ||
| Q4 24 | $1.8B | $3.5B | ||
| Q3 24 | $1.8B | $3.0B | ||
| Q2 24 | $2.0B | $2.2B | ||
| Q1 24 | $1.9B | $1.6B |
总债务NWSASCCO
| Q4 25 | $2.0B | $6.8B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $6.3B | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | $6.3B | ||
| Q1 24 | $2.9B | $6.3B |
股东权益NWSASCCO
| Q4 25 | $8.8B | $11.0B | ||
| Q3 25 | $8.7B | $10.4B | ||
| Q2 25 | $8.8B | $10.0B | ||
| Q1 25 | $8.2B | $9.6B | ||
| Q4 24 | $8.1B | $9.2B | ||
| Q3 24 | $8.3B | $8.9B | ||
| Q2 24 | $8.1B | $8.5B | ||
| Q1 24 | $8.1B | $7.5B |
总资产NWSASCCO
| Q4 25 | $15.5B | $21.4B | ||
| Q3 25 | $15.3B | $20.3B | ||
| Q2 25 | $15.5B | $19.6B | ||
| Q1 25 | $16.6B | $19.8B | ||
| Q4 24 | $16.2B | $18.7B | ||
| Q3 24 | $16.9B | $18.4B | ||
| Q2 24 | $16.7B | $17.8B | ||
| Q1 24 | $16.5B | $16.8B |
负债/权益比NWSASCCO
| Q4 25 | 0.22× | 0.61× | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.24× | 0.68× | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.36× | 0.74× | ||
| Q1 24 | 0.36× | 0.83× |
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 | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $132.0M | $1.1B |
| 自由现金流率自由现金流/营收 | 5.6% | 27.7% |
| 资本支出强度资本支出/营收 | 4.2% | 10.9% |
| 现金转化率经营现金流/净利润 | 1.20× | 1.14× |
| 过去12个月自由现金流最近4个季度 | $586.0M | $3.4B |
8季度趋势，按日历期对齐
经营现金流NWSASCCO
| Q4 25 | $231.0M | $1.5B | ||
| Q3 25 | $85.0M | $1.6B | ||
| Q2 25 | $189.0M | $976.8M | ||
| Q1 25 | $511.0M | $721.4M | ||
| Q4 24 | $252.0M | $1.4B | ||
| Q3 24 | $64.0M | $1.4B | ||
| Q2 24 | $254.0M | $962.1M | ||
| Q1 24 | $539.0M | $659.7M |
自由现金流NWSASCCO
| Q4 25 | $132.0M | $1.1B | ||
| Q3 25 | $4.0M | $1.2B | ||
| Q2 25 | $32.0M | $741.1M | ||
| Q1 25 | $418.0M | $403.6M | ||
| Q4 24 | $190.0M | $1.1B | ||
| Q3 24 | $-31.0M | $1.2B | ||
| Q2 24 | $111.0M | $630.3M | ||
| Q1 24 | $422.0M | $445.9M |
自由现金流率NWSASCCO
| Q4 25 | 5.6% | 27.7% | ||
| Q3 25 | 0.2% | 35.8% | ||
| Q2 25 | 2.0% | 24.3% | ||
| Q1 25 | 20.8% | 12.9% | ||
| Q4 24 | 8.5% | 40.4% | ||
| Q3 24 | -1.2% | 40.7% | ||
| Q2 24 | 4.3% | 20.2% | ||
| Q1 24 | 17.4% | 17.2% |
资本支出强度NWSASCCO
| Q4 25 | 4.2% | 10.9% | ||
| Q3 25 | 3.8% | 10.3% | ||
| Q2 25 | 9.6% | 7.7% | ||
| Q1 25 | 4.6% | 10.2% | ||
| Q4 24 | 2.8% | 8.5% | ||
| Q3 24 | 3.7% | 8.4% | ||
| Q2 24 | 5.5% | 10.6% | ||
| Q1 24 | 4.8% | 8.2% |
现金转化率NWSASCCO
| Q4 25 | 1.20× | 1.14× | ||
| Q3 25 | 0.76× | 1.40× | ||
| Q2 25 | 0.25× | 1.00× | ||
| Q1 25 | 4.96× | 0.76× | ||
| Q4 24 | 1.17× | 1.71× | ||
| Q3 24 | 0.54× | 1.60× | ||
| Q2 24 | 5.08× | 1.01× | ||
| Q1 24 | 17.97× | 0.89× |
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% |
SCCO
| Other | $1.3B | 32% |
| MX | $726.4M | 19% |
| CH | $560.4M | 14% |
| PE | $218.8M | 6% |
| Silver | $201.1M | 5% |
| BR | $157.9M | 4% |
| CL | $149.0M | 4% |
| Molybdenum | $143.3M | 4% |
| ES | $130.8M | 3% |
| Mexican IMMSA Unit | $129.8M | 3% |
| IT | $107.1M | 3% |
| Zinc | $88.8M | 2% |
