vs
新闻集团(NWSA)与闪迪(SNDK)财务数据对比。点击上方公司名可切换其他公司
闪迪的季度营收约是新闻集团的1.3倍($3.0B vs $2.4B),闪迪净利率更高(26.5% vs 8.2%,领先18.4%),闪迪同比增速更快(78.5% vs 5.5%),闪迪自由现金流更多($980.0M vs $132.0M)
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。
闪迪是总部位于美国加利福尼亚州米尔皮塔斯的跨国计算机科技企业,主要设计生产闪存相关产品,涵盖存储卡、U盘、固态硬盘等品类。公司1988年由伊莱·哈拉里、桑贾伊·梅洛特拉、袁志坤共同创立,最初名为SunDisk,现品牌名取自创始人桑贾伊的名字与disk的组合。
NWSA vs SNDK — 直观对比
营收规模更大
SNDK
是对方的1.3倍
$2.4B
营收增速更快
SNDK
高出72.9%
5.5%
净利率更高
SNDK
高出18.4%
8.2%
自由现金流更多
SNDK
多$848.0M
$132.0M
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $3.0B |
| 净利润 | $193.0M | $803.0M |
| 毛利率 | — | 50.9% |
| 营业利润率 | — | 35.2% |
| 净利率 | 8.2% | 26.5% |
| 营收同比 | 5.5% | 78.5% |
| 净利润同比 | -10.2% | 141.5% |
| 每股收益(稀释后) | $0.34 | $5.15 |
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
NWSA
SNDK
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.4B | $2.3B | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $1.6B | $1.9B | ||
| Q1 25 | $2.0B | $1.7B | ||
| Q4 24 | $2.2B | $1.9B | ||
| Q3 24 | $2.6B | $1.9B | ||
| Q2 24 | $2.6B | — |
净利润
NWSA
SNDK
| Q1 26 | — | $803.0M | ||
| Q4 25 | $193.0M | $112.0M | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $743.0M | $-23.0M | ||
| Q1 25 | $103.0M | $-1.9B | ||
| Q4 24 | $215.0M | $104.0M | ||
| Q3 24 | $119.0M | $211.0M | ||
| Q2 24 | $50.0M | — |
毛利率
NWSA
SNDK
| Q1 26 | — | 50.9% | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 22.5% | ||
| Q4 24 | — | 32.3% | ||
| Q3 24 | — | 38.6% | ||
| Q2 24 | — | — |
营业利润率
NWSA
SNDK
| Q1 26 | — | 35.2% | ||
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | 8.5% | 0.9% | ||
| Q1 25 | 7.5% | -111.0% | ||
| Q4 24 | 19.2% | 10.4% | ||
| Q3 24 | 7.9% | 15.5% | ||
| Q2 24 | 4.3% | — |
净利率
NWSA
SNDK
| Q1 26 | — | 26.5% | ||
| Q4 25 | 8.2% | 4.9% | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 45.6% | -1.2% | ||
| Q1 25 | 5.1% | -114.0% | ||
| Q4 24 | 9.6% | 5.5% | ||
| Q3 24 | 4.6% | 11.2% | ||
| Q2 24 | 1.9% | — |
每股收益(稀释后)
NWSA
SNDK
| Q1 26 | — | $5.15 | ||
| Q4 25 | $0.34 | $0.75 | ||
| Q3 25 | $0.20 | — | ||
| Q2 25 | $1.30 | $-0.17 | ||
| Q1 25 | $0.18 | $-13.33 | ||
| Q4 24 | $0.38 | $0.72 | ||
| Q3 24 | $0.21 | $1.46 | ||
| Q2 24 | $0.09 | — |
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 | $1.5B |
| 总债务越低越好 | $2.0B | $603.0M |
| 股东权益账面价值 | $8.8B | $10.2B |
| 总资产 | $15.5B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
NWSA
SNDK
| Q1 26 | — | $1.5B | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.4B | $1.5B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $1.8B | $804.0M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $2.0B | — |
总债务
NWSA
SNDK
| Q1 26 | — | $603.0M | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — |
股东权益
NWSA
SNDK
| Q1 26 | — | $10.2B | ||
| Q4 25 | $8.8B | $9.4B | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.8B | $9.2B | ||
| Q1 25 | $8.2B | $9.2B | ||
| Q4 24 | $8.1B | $12.0B | ||
| Q3 24 | $8.3B | $12.1B | ||
| Q2 24 | $8.1B | — |
总资产
NWSA
SNDK
| Q1 26 | — | $13.0B | ||
| Q4 25 | $15.5B | $12.7B | ||
| Q3 25 | $15.3B | — | ||
| Q2 25 | $15.5B | $13.0B | ||
| Q1 25 | $16.6B | $13.0B | ||
| Q4 24 | $16.2B | $14.2B | ||
| Q3 24 | $16.9B | — | ||
| Q2 24 | $16.7B | — |
负债/权益比
NWSA
SNDK
| Q1 26 | — | 0.06× | ||
| Q4 25 | 0.22× | 0.14× | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.22× | 0.20× | ||
| Q1 25 | 0.24× | 0.21× | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.36× | — |
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 | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $132.0M | $980.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 32.4% |
| 资本支出强度资本支出/营收 | 4.2% | 1.3% |
| 现金转化率经营现金流/净利润 | 1.20× | 1.27× |
| 过去12个月自由现金流最近4个季度 | $586.0M | — |
8季度趋势,按日历期对齐
经营现金流
NWSA
SNDK
| Q1 26 | — | $1.0B | ||
| Q4 25 | $231.0M | $488.0M | ||
| Q3 25 | $85.0M | — | ||
| Q2 25 | $189.0M | — | ||
| Q1 25 | $511.0M | $26.0M | ||
| Q4 24 | $252.0M | $95.0M | ||
| Q3 24 | $64.0M | $-131.0M | ||
| Q2 24 | $254.0M | — |
自由现金流
NWSA
SNDK
| Q1 26 | — | $980.0M | ||
| Q4 25 | $132.0M | $438.0M | ||
| Q3 25 | $4.0M | — | ||
| Q2 25 | $32.0M | — | ||
| Q1 25 | $418.0M | $-18.0M | ||
| Q4 24 | $190.0M | $47.0M | ||
| Q3 24 | $-31.0M | $-198.0M | ||
| Q2 24 | $111.0M | — |
自由现金流率
NWSA
SNDK
| Q1 26 | — | 32.4% | ||
| Q4 25 | 5.6% | 19.0% | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 20.8% | -1.1% | ||
| Q4 24 | 8.5% | 2.5% | ||
| Q3 24 | -1.2% | -10.5% | ||
| Q2 24 | 4.3% | — |
资本支出强度
NWSA
SNDK
| Q1 26 | — | 1.3% | ||
| Q4 25 | 4.2% | 2.2% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 9.6% | — | ||
| Q1 25 | 4.6% | 2.6% | ||
| Q4 24 | 2.8% | 2.6% | ||
| Q3 24 | 3.7% | 3.6% | ||
| Q2 24 | 5.5% | — |
现金转化率
NWSA
SNDK
| Q1 26 | — | 1.27× | ||
| Q4 25 | 1.20× | 4.36× | ||
| Q3 25 | 0.76× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 4.96× | — | ||
| Q4 24 | 1.17× | 0.91× | ||
| Q3 24 | 0.54× | -0.62× | ||
| Q2 24 | 5.08× | — |
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
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% |
SNDK
| Edge | $1.7B | 55% |
| Consumer | $907.0M | 30% |
| Datacenter | $440.0M | 15% |