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豪士科（OSK）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是豪士科的1.1倍（$3.0B vs $2.7B），西部数据净利率更高（61.1% vs 5.0%，领先56.1%），西部数据同比增速更快（31.5% vs 3.5%），过去两年豪士科的营收复合增速更高（2.8% vs -6.6%）
豪士科（原称豪士科卡车）是美国知名工业企业，主营特种卡车、军用车辆、机场消防设备、高空作业设备等产品的设计与制造。旗下拥有威斯康星州的消防车制造商Pierce Manufacturing，以及生产各类升降作业设备的JLG工业公司。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
OSK vs WDC — 直观对比
营收规模更大
WDC
是对方的1.1倍
$2.7B
营收增速更快
WDC
高出28.0%
3.5%
净利率更高
WDC
高出56.1%
5.0%
两年增速更快
OSK
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.0B |
| 净利润 | $133.8M | $1.8B |
| 毛利率 | 15.8% | 45.7% |
| 营业利润率 | 7.9% | 30.1% |
| 净利率 | 5.0% | 61.1% |
| 营收同比 | 3.5% | 31.5% |
| 净利润同比 | -12.6% | 254.2% |
| 每股收益（稀释后） | — | $4.73 |
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OSKWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.7B | $2.8B | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.7B | $-1.2B | ||
| Q1 25 | $2.3B | $2.3B | ||
| Q4 24 | $2.6B | $4.3B | ||
| Q3 24 | $2.7B | $4.1B | ||
| Q2 24 | $2.8B | $3.8B |
净利润OSKWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $133.8M | $1.2B | ||
| Q3 25 | $196.2M | — | ||
| Q2 25 | $204.8M | $282.0M | ||
| Q1 25 | $112.2M | $520.0M | ||
| Q4 24 | $153.1M | $594.0M | ||
| Q3 24 | $180.3M | $493.0M | ||
| Q2 24 | $168.6M | $39.0M |
毛利率OSKWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 15.8% | 43.5% | ||
| Q3 25 | 17.5% | — | ||
| Q2 25 | 19.2% | — | ||
| Q1 25 | 17.3% | 39.8% | ||
| Q4 24 | 17.2% | 35.4% | ||
| Q3 24 | 18.5% | 37.9% | ||
| Q2 24 | 19.2% | 35.9% |
营业利润率OSKWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 7.9% | 28.1% | ||
| Q3 25 | 9.7% | — | ||
| Q2 25 | 10.7% | — | ||
| Q1 25 | 7.6% | 33.1% | ||
| Q4 24 | 8.6% | 19.9% | ||
| Q3 24 | 9.7% | 18.1% | ||
| Q2 24 | 9.2% | 5.7% |
净利率OSKWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 5.0% | 41.9% | ||
| Q3 25 | 7.3% | — | ||
| Q2 25 | 7.5% | -24.4% | ||
| Q1 25 | 4.9% | 22.7% | ||
| Q4 24 | 5.9% | 13.9% | ||
| Q3 24 | 6.6% | 12.0% | ||
| Q2 24 | 5.9% | 1.0% |
每股收益（稀释后）OSKWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | — | $3.07 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0.72 | ||
| Q1 25 | — | $1.42 | ||
| Q4 24 | — | $1.63 | ||
| Q3 24 | — | $1.35 | ||
| Q2 24 | — | $0.15 |
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 | $479.8M | $2.0B |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $4.5B | $7.1B |
| 总资产 | $10.1B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资OSKWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $479.8M | $2.0B | ||
| Q3 25 | $211.8M | — | ||
| Q2 25 | $191.7M | $2.1B | ||
| Q1 25 | $210.3M | $3.5B | ||
| Q4 24 | $204.9M | $2.3B | ||
| Q3 24 | $160.9M | $1.7B | ||
| Q2 24 | $141.4M | $1.9B |
总债务OSKWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | $602.3M | $7.4B | ||
| Q2 24 | $599.1M | $7.4B |
股东权益OSKWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $4.5B | $5.9B | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.5B | $5.3B | ||
| Q1 25 | $4.2B | $5.2B | ||
| Q4 24 | $4.2B | $12.1B | ||
| Q3 24 | $4.1B | $11.6B | ||
| Q2 24 | $3.9B | $10.8B |
总资产OSKWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $10.1B | $14.4B | ||
| Q3 25 | $9.8B | — | ||
| Q2 25 | $10.0B | $14.0B | ||
| Q1 25 | $9.8B | $16.4B | ||
| Q4 24 | $9.4B | $25.5B | ||
| Q3 24 | $9.9B | $24.8B | ||
| Q2 24 | $9.7B | $24.2B |
负债/权益比OSKWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | 0.15× | 0.64× | ||
| Q2 24 | 0.15× | 0.69× |
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 | $600.1M | — |
| 自由现金流经营现金流 - 资本支出 | $540.3M | — |
| 自由现金流率自由现金流/营收 | 20.1% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 4.49× | — |
| 过去12个月自由现金流最近4个季度 | $618.0M | — |
8季度趋势，按日历期对齐
经营现金流OSKWDC
| Q1 26 | — | — | ||
| Q4 25 | $600.1M | $672.0M | ||
| Q3 25 | $489.0M | — | ||
| Q2 25 | $89.2M | $746.0M | ||
| Q1 25 | $-394.9M | $508.0M | ||
| Q4 24 | $790.8M | $403.0M | ||
| Q3 24 | $326.1M | $34.0M | ||
| Q2 24 | $-211.0M | $366.0M |
自由现金流OSKWDC
| Q1 26 | — | — | ||
| Q4 25 | $540.3M | $599.0M | ||
| Q3 25 | $464.3M | — | ||
| Q2 25 | $48.6M | $675.0M | ||
| Q1 25 | $-435.2M | $379.0M | ||
| Q4 24 | $703.3M | $287.0M | ||
| Q3 24 | $272.2M | $-62.0M | ||
| Q2 24 | $-250.5M | $250.0M |
自由现金流率OSKWDC
| Q1 26 | — | — | ||
| Q4 25 | 20.1% | 21.3% | ||
| Q3 25 | 17.3% | — | ||
| Q2 25 | 1.8% | -58.5% | ||
| Q1 25 | -18.8% | 16.5% | ||
| Q4 24 | 27.1% | 6.7% | ||
| Q3 24 | 9.9% | -1.5% | ||
| Q2 24 | -8.8% | 6.6% |
资本支出强度OSKWDC
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 2.6% | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.5% | -6.2% | ||
| Q1 25 | 1.7% | 5.6% | ||
| Q4 24 | 3.4% | 2.7% | ||
| Q3 24 | 2.0% | 2.3% | ||
| Q2 24 | 1.4% | 3.1% |
现金转化率OSKWDC
| Q1 26 | — | — | ||
| Q4 25 | 4.49× | 0.57× | ||
| Q3 25 | 2.49× | — | ||
| Q2 25 | 0.44× | 2.65× | ||
| Q1 25 | -3.52× | 0.98× | ||
| Q4 24 | 5.17× | 0.68× | ||
| Q3 24 | 1.81× | 0.07× | ||
| Q2 24 | -1.25× | 9.38× |
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
OSK
| Vocational Segment | $922.4M | 34% |
| Aerial Works Platforms | $548.6M | 20% |
| Other Access Equipment | $311.8M | 12% |
| Telehandlers | $311.2M | 12% |
| Airport Products | $252.7M | 9% |
| Delivery Vehicles | $165.0M | 6% |
| Other Vocational | $130.7M | 5% |
| Transferred Over Time | $23.5M | 1% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
