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OGE ENERGY CORP.(OGE)与WillScot Holdings Corp(WSC)财务数据对比。点击上方公司名可切换其他公司
OGE ENERGY CORP.的季度营收约是WillScot Holdings Corp的1.3倍($752.6M vs $566.0M),OGE ENERGY CORP.净利率更高(6.7% vs -33.1%,领先39.8%),OGE ENERGY CORP.同比增速更快(0.7% vs -6.1%),过去两年OGE ENERGY CORP.的营收复合增速更高(8.1% vs -1.8%)
OGE能源集团是一家受监管的公用电力企业,核心子公司俄克拉荷马燃气电力公司为俄克拉荷马州及阿肯色州超84.3万用户提供服务,覆盖俄克拉荷马城大都会区150万居民,总部设于俄克拉荷马城市中心。集团原旗下天然气管道业务Enogex于2013年与CenterPoint Energy的中游业务合并组建为Enable Midstream。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商,服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域,为客户提供灵活可扩展的临时及半永久空间解决方案。
OGE vs WSC — 直观对比
营收规模更大
OGE
是对方的1.3倍
$566.0M
营收增速更快
OGE
高出6.7%
-6.1%
净利率更高
OGE
高出39.8%
-33.1%
两年增速更快
OGE
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $752.6M | $566.0M |
| 净利润 | $50.2M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | 15.0% | -32.5% |
| 净利率 | 6.7% | -33.1% |
| 营收同比 | 0.7% | -6.1% |
| 净利润同比 | -19.9% | -310.0% |
| 每股收益(稀释后) | — | $-1.02 |
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
OGE
WSC
| Q1 26 | $752.6M | — | ||
| Q4 25 | $701.7M | $566.0M | ||
| Q3 25 | $1.0B | $566.8M | ||
| Q2 25 | $719.7M | $589.1M | ||
| Q1 25 | $741.1M | $559.6M | ||
| Q4 24 | $744.7M | $602.5M | ||
| Q3 24 | $945.2M | $601.4M | ||
| Q2 24 | $644.1M | $604.6M |
净利润
OGE
WSC
| Q1 26 | $50.2M | — | ||
| Q4 25 | $69.2M | $-187.3M | ||
| Q3 25 | $231.3M | $43.3M | ||
| Q2 25 | $107.5M | $47.9M | ||
| Q1 25 | $62.7M | $43.1M | ||
| Q4 24 | $101.9M | $89.2M | ||
| Q3 24 | $218.7M | $-70.5M | ||
| Q2 24 | $102.3M | $-46.9M |
毛利率
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | 59.2% | 50.4% | ||
| Q3 25 | 62.2% | 49.7% | ||
| Q2 25 | 63.7% | 50.3% | ||
| Q1 25 | 56.3% | 53.7% | ||
| Q4 24 | 59.7% | 55.8% | ||
| Q3 24 | 63.0% | 53.5% | ||
| Q2 24 | 69.9% | 54.1% |
营业利润率
OGE
WSC
| Q1 26 | 15.0% | — | ||
| Q4 25 | 19.7% | -32.5% | ||
| Q3 25 | 33.2% | 21.0% | ||
| Q2 25 | 25.9% | 21.5% | ||
| Q1 25 | 18.0% | 21.3% | ||
| Q4 24 | 24.5% | 28.9% | ||
| Q3 24 | 33.1% | -5.9% | ||
| Q2 24 | 27.3% | -0.9% |
净利率
OGE
WSC
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.9% | -33.1% | ||
| Q3 25 | 22.5% | 7.6% | ||
| Q2 25 | 14.9% | 8.1% | ||
| Q1 25 | 8.5% | 7.7% | ||
| Q4 24 | 13.7% | 14.8% | ||
| Q3 24 | 23.1% | -11.7% | ||
| Q2 24 | 15.9% | -7.7% |
每股收益(稀释后)
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | $0.34 | $-1.02 | ||
| Q3 25 | $1.14 | $0.24 | ||
| Q2 25 | $0.53 | $0.26 | ||
| Q1 25 | $0.31 | $0.23 | ||
| Q4 24 | $0.50 | $0.48 | ||
| Q3 24 | $1.09 | $-0.37 | ||
| Q2 24 | $0.51 | $-0.25 |
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 | — | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | — | $856.3M |
| 总资产 | — | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势,按日历期对齐
现金及短期投资
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | $200.0K | $14.6M | ||
| Q3 25 | $300.0K | $14.8M | ||
| Q2 25 | $500.0K | $12.8M | ||
| Q1 25 | $26.9M | $10.7M | ||
| Q4 24 | $600.0K | $9.0M | ||
| Q3 24 | $9.9M | $11.0M | ||
| Q2 24 | $100.0K | $5.9M |
总债务
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | $5.1B | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B |
股东权益
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $856.3M | ||
| Q3 25 | $4.8B | $1.1B | ||
| Q2 25 | $4.6B | $1.0B | ||
| Q1 25 | $4.6B | $1.0B | ||
| Q4 24 | $4.6B | $1.0B | ||
| Q3 24 | $4.6B | $1.1B | ||
| Q2 24 | $4.5B | $1.2B |
总资产
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | $14.4B | $5.8B | ||
| Q3 25 | $14.3B | $6.1B | ||
| Q2 25 | $14.1B | $6.1B | ||
| Q1 25 | $14.0B | $6.0B | ||
| Q4 24 | $13.7B | $6.0B | ||
| Q3 24 | $13.5B | $6.0B | ||
| Q2 24 | $13.2B | $6.0B |
负债/权益比
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | 1.08× | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | 1.09× | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× |
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 | — | $158.9M |
| 自由现金流经营现金流 - 资本支出 | — | $149.7M |
| 自由现金流率自由现金流/营收 | — | 26.5% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $737.7M |
8季度趋势,按日历期对齐
经营现金流
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | $384.8M | $158.9M | ||
| Q3 25 | $397.8M | $191.2M | ||
| Q2 25 | $338.6M | $205.3M | ||
| Q1 25 | $15.9M | $206.6M | ||
| Q4 24 | $129.6M | $178.9M | ||
| Q3 24 | $347.1M | $-1.6M | ||
| Q2 24 | $253.1M | $175.6M |
自由现金流
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | $83.1M | $149.7M | ||
| Q3 25 | $168.3M | $186.9M | ||
| Q2 25 | $64.9M | $199.0M | ||
| Q1 25 | $-233.6M | $202.0M | ||
| Q4 24 | $-167.0M | $176.6M | ||
| Q3 24 | $103.0M | $-4.9M | ||
| Q2 24 | $-70.2M | $169.4M |
自由现金流率
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | 26.5% | ||
| Q3 25 | 16.4% | 33.0% | ||
| Q2 25 | 9.0% | 33.8% | ||
| Q1 25 | -31.5% | 36.1% | ||
| Q4 24 | -22.4% | 29.3% | ||
| Q3 24 | 10.9% | -0.8% | ||
| Q2 24 | -10.9% | 28.0% |
资本支出强度
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | 43.0% | 1.6% | ||
| Q3 25 | 22.3% | 0.7% | ||
| Q2 25 | 38.0% | 1.1% | ||
| Q1 25 | 33.7% | 0.8% | ||
| Q4 24 | 39.8% | 0.4% | ||
| Q3 24 | 25.8% | 0.6% | ||
| Q2 24 | 50.2% | 1.0% |
现金转化率
OGE
WSC
| Q1 26 | — | — | ||
| Q4 25 | 5.56× | — | ||
| Q3 25 | 1.72× | 4.41× | ||
| Q2 25 | 3.15× | 4.28× | ||
| Q1 25 | 0.25× | 4.80× | ||
| Q4 24 | 1.27× | 2.01× | ||
| Q3 24 | 1.59× | — | ||
| Q2 24 | 2.47× | — |
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
OGE
| Residential | $260.4M | 35% |
| Commercial | $212.0M | 28% |
| Public authorities and street light | $61.9M | 8% |
| Industrial | $60.7M | 8% |
| Oilfield | $58.4M | 8% |
| Integrated market | $47.3M | 6% |
| Transmission | $40.7M | 5% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |