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新闻集团(NWSA)与Zoom Communications, Inc.(ZM)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Zoom Communications, Inc.的1.9倍($2.4B vs $1.2B),Zoom Communications, Inc.净利率更高(49.8% vs 8.2%,领先41.7%),新闻集团同比增速更快(5.5% vs 4.4%),Zoom Communications, Inc.自由现金流更多($614.3M vs $132.0M),过去两年Zoom Communications, Inc.的营收复合增速更高(3.6% 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。
Zoom是总部位于美国加利福尼亚州圣何塞的通信技术企业,旗下核心产品Zoom视频会议软件全球普及度极高,可为企业及个人用户提供高清稳定的远程音视频沟通、线上会议、协同办公等一站式数字化协作解决方案。
NWSA vs ZM — 直观对比
营收规模更大
NWSA
是对方的1.9倍
$1.2B
营收增速更快
NWSA
高出1.1%
4.4%
净利率更高
ZM
高出41.7%
8.2%
自由现金流更多
ZM
多$482.3M
$132.0M
两年增速更快
ZM
近两年复合增速
-1.3%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $1.2B |
| 净利润 | $193.0M | $612.9M |
| 毛利率 | — | 77.9% |
| 营业利润率 | — | 25.2% |
| 净利率 | 8.2% | 49.8% |
| 营收同比 | 5.5% | 4.4% |
| 净利润同比 | -10.2% | 196.0% |
| 每股收益(稀释后) | $0.34 | $2.01 |
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
ZM
| Q4 25 | $2.4B | $1.2B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.6B | $1.2B | ||
| Q2 24 | $2.6B | $1.1B | ||
| Q1 24 | $2.4B | $1.1B |
净利润
NWSA
ZM
| Q4 25 | $193.0M | $612.9M | ||
| Q3 25 | $112.0M | $358.6M | ||
| Q2 25 | $743.0M | $254.6M | ||
| Q1 25 | $103.0M | $367.9M | ||
| Q4 24 | $215.0M | $207.1M | ||
| Q3 24 | $119.0M | $219.0M | ||
| Q2 24 | $50.0M | $216.3M | ||
| Q1 24 | $30.0M | $298.8M |
毛利率
NWSA
ZM
| Q4 25 | — | 77.9% | ||
| Q3 25 | — | 77.6% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 75.7% | ||
| Q4 24 | — | 75.9% | ||
| Q3 24 | — | 75.5% | ||
| Q2 24 | — | 76.1% | ||
| Q1 24 | — | 75.9% |
营业利润率
NWSA
ZM
| Q4 25 | — | 25.2% | ||
| Q3 25 | — | 26.4% | ||
| Q2 25 | 8.5% | 20.6% | ||
| Q1 25 | 7.5% | 19.0% | ||
| Q4 24 | 19.2% | 15.5% | ||
| Q3 24 | 7.9% | 17.4% | ||
| Q2 24 | 4.3% | 17.8% | ||
| Q1 24 | 2.6% | 14.7% |
净利率
NWSA
ZM
| Q4 25 | 8.2% | 49.8% | ||
| Q3 25 | 5.2% | 29.5% | ||
| Q2 25 | 45.6% | 21.7% | ||
| Q1 25 | 5.1% | 31.1% | ||
| Q4 24 | 9.6% | 17.6% | ||
| Q3 24 | 4.6% | 18.8% | ||
| Q2 24 | 1.9% | 19.0% | ||
| Q1 24 | 1.2% | 26.1% |
每股收益(稀释后)
NWSA
ZM
| Q4 25 | $0.34 | $2.01 | ||
| Q3 25 | $0.20 | $1.16 | ||
| Q2 25 | $1.30 | $0.81 | ||
| Q1 25 | $0.18 | $1.16 | ||
| Q4 24 | $0.38 | $0.66 | ||
| Q3 24 | $0.21 | $0.70 | ||
| Q2 24 | $0.09 | $0.69 | ||
| Q1 24 | $0.05 | $0.98 |
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 | $1.2B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $8.8B | $9.3B |
| 总资产 | $15.5B | $11.4B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势,按日历期对齐
现金及短期投资
NWSA
ZM
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.4B | $1.2B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $2.0B | $1.9B | ||
| Q1 24 | $1.9B | $1.6B |
总债务
NWSA
ZM
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
股东权益
NWSA
ZM
| Q4 25 | $8.8B | $9.3B | ||
| Q3 25 | $8.7B | $9.0B | ||
| Q2 25 | $8.8B | $8.9B | ||
| Q1 25 | $8.2B | $8.9B | ||
| Q4 24 | $8.1B | $8.7B | ||
| Q3 24 | $8.3B | $8.5B | ||
| Q2 24 | $8.1B | $8.3B | ||
| Q1 24 | $8.1B | $8.0B |
总资产
NWSA
ZM
| Q4 25 | $15.5B | $11.4B | ||
| Q3 25 | $15.3B | $11.0B | ||
| Q2 25 | $15.5B | $11.0B | ||
| Q1 25 | $16.6B | $11.0B | ||
| Q4 24 | $16.2B | $10.7B | ||
| Q3 24 | $16.9B | $10.5B | ||
| Q2 24 | $16.7B | $10.3B | ||
| Q1 24 | $16.5B | $9.9B |
负债/权益比
NWSA
ZM
| Q4 25 | 0.22× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 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 | $629.3M |
| 自由现金流经营现金流 - 资本支出 | $132.0M | $614.3M |
| 自由现金流率自由现金流/营收 | 5.6% | 50.0% |
| 资本支出强度资本支出/营收 | 4.2% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.20× | 1.03× |
| 过去12个月自由现金流最近4个季度 | $586.0M | $2.0B |
8季度趋势,按日历期对齐
经营现金流
NWSA
ZM
| Q4 25 | $231.0M | $629.3M | ||
| Q3 25 | $85.0M | $515.9M | ||
| Q2 25 | $189.0M | $489.3M | ||
| Q1 25 | $511.0M | $424.6M | ||
| Q4 24 | $252.0M | $483.2M | ||
| Q3 24 | $64.0M | $449.3M | ||
| Q2 24 | $254.0M | $588.2M | ||
| Q1 24 | $539.0M | $351.2M |
自由现金流
NWSA
ZM
| Q4 25 | $132.0M | $614.3M | ||
| Q3 25 | $4.0M | $508.0M | ||
| Q2 25 | $32.0M | $463.4M | ||
| Q1 25 | $418.0M | $416.2M | ||
| Q4 24 | $190.0M | $457.7M | ||
| Q3 24 | $-31.0M | $365.1M | ||
| Q2 24 | $111.0M | $569.7M | ||
| Q1 24 | $422.0M | $332.7M |
自由现金流率
NWSA
ZM
| Q4 25 | 5.6% | 50.0% | ||
| Q3 25 | 0.2% | 41.7% | ||
| Q2 25 | 2.0% | 39.4% | ||
| Q1 25 | 20.8% | 35.2% | ||
| Q4 24 | 8.5% | 38.9% | ||
| Q3 24 | -1.2% | 31.4% | ||
| Q2 24 | 4.3% | 49.9% | ||
| Q1 24 | 17.4% | 29.0% |
资本支出强度
NWSA
ZM
| Q4 25 | 4.2% | 1.2% | ||
| Q3 25 | 3.8% | 0.7% | ||
| Q2 25 | 9.6% | 2.2% | ||
| Q1 25 | 4.6% | 0.7% | ||
| Q4 24 | 2.8% | 2.2% | ||
| Q3 24 | 3.7% | 7.2% | ||
| Q2 24 | 5.5% | 1.6% | ||
| Q1 24 | 4.8% | 1.6% |
现金转化率
NWSA
ZM
| Q4 25 | 1.20× | 1.03× | ||
| Q3 25 | 0.76× | 1.44× | ||
| Q2 25 | 0.25× | 1.92× | ||
| Q1 25 | 4.96× | 1.15× | ||
| Q4 24 | 1.17× | 2.33× | ||
| Q3 24 | 0.54× | 2.05× | ||
| Q2 24 | 5.08× | 2.72× | ||
| Q1 24 | 17.97× | 1.18× |
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% |
ZM
暂无分部数据