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Ovintiv Inc.(OVV)与思佳讯(SWKS)财务数据对比。点击上方公司名可切换其他公司
Ovintiv Inc.的季度营收约是思佳讯的2.0倍($2.1B vs $1.0B),Ovintiv Inc.净利率更高(46.1% vs 7.6%,领先38.4%),思佳讯同比增速更快(8.6% vs -6.0%),Ovintiv Inc.自由现金流更多($489.0M vs $339.0M),过去两年思佳讯的营收复合增速更高(-0.5% vs -7.2%)
Ovintiv Inc.是一家总部位于美国丹佛的石油企业,前身为加拿大能源公司Encana,于2020年通过重组正式成立,主营石油、天然气的勘探、开发与生产业务,在北美能源领域拥有丰富的运营经验及市场积累。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业,公司股票在纳斯达克全球精选市场挂牌交易,股票代码为SWKS,同时也是标普500指数的成分股之一,在全球射频半导体领域拥有较高市场地位。
OVV vs SWKS — 直观对比
营收规模更大
OVV
是对方的2.0倍
$1.0B
营收增速更快
SWKS
高出14.6%
-6.0%
净利率更高
OVV
高出38.4%
7.6%
自由现金流更多
OVV
多$150.0M
$339.0M
两年增速更快
SWKS
近两年复合增速
-7.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $1.0B |
| 净利润 | $946.0M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 21.2% | 10.0% |
| 净利率 | 46.1% | 7.6% |
| 营收同比 | -6.0% | 8.6% |
| 净利润同比 | 1676.7% | 15.3% |
| 每股收益(稀释后) | $3.64 | $0.53 |
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
OVV
SWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $2.1B | $1.1B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.2B | $965.0M | ||
| Q1 25 | $2.4B | $953.2M | ||
| Q4 24 | $2.2B | $1.1B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.2B | $905.5M |
净利润
OVV
SWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $946.0M | $141.4M | ||
| Q3 25 | $148.0M | — | ||
| Q2 25 | $307.0M | $105.0M | ||
| Q1 25 | $-159.0M | $68.7M | ||
| Q4 24 | $-60.0M | $162.0M | ||
| Q3 24 | $507.0M | $60.5M | ||
| Q2 24 | $340.0M | $120.9M |
毛利率
OVV
SWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率
OVV
SWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 21.2% | 10.1% | ||
| Q3 25 | 13.5% | — | ||
| Q2 25 | 23.1% | 11.5% | ||
| Q1 25 | -3.7% | 10.2% | ||
| Q4 24 | 0.1% | 16.9% | ||
| Q3 24 | 24.2% | 5.8% | ||
| Q2 24 | 25.4% | 14.4% |
净利率
OVV
SWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 46.1% | 12.9% | ||
| Q3 25 | 7.3% | — | ||
| Q2 25 | 13.9% | 10.9% | ||
| Q1 25 | -6.7% | 7.2% | ||
| Q4 24 | -2.7% | 15.2% | ||
| Q3 24 | 23.3% | 5.9% | ||
| Q2 24 | 15.5% | 13.4% |
每股收益(稀释后)
OVV
SWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $3.64 | $0.95 | ||
| Q3 25 | $0.57 | — | ||
| Q2 25 | $1.18 | $0.70 | ||
| Q1 25 | $-0.61 | $0.43 | ||
| Q4 24 | $-0.22 | $1.00 | ||
| Q3 24 | $1.92 | $0.36 | ||
| Q2 24 | $1.27 | $0.75 |
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 | $280.0M | $1.6B |
| 总债务越低越好 | $5.2B | $496.6M |
| 股东权益账面价值 | $11.2B | $5.8B |
| 总资产 | $20.4B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.46× | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
OVV
SWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $280.0M | $1.4B | ||
| Q3 25 | $25.0M | — | ||
| Q2 25 | $20.0M | $1.3B | ||
| Q1 25 | $8.0M | $1.5B | ||
| Q4 24 | $42.0M | $1.7B | ||
| Q3 24 | $9.0M | $1.6B | ||
| Q2 24 | $8.0M | $1.3B |
总债务
OVV
SWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $5.2B | $496.4M | ||
| Q3 25 | $5.2B | — | ||
| Q2 25 | $5.3B | $496.2M | ||
| Q1 25 | $5.5B | $995.1M | ||
| Q4 24 | $5.5B | $994.7M | ||
| Q3 24 | $5.9B | $994.3M | ||
| Q2 24 | $6.1B | $994.0M |
股东权益
OVV
SWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $11.2B | $5.8B | ||
| Q3 25 | $10.2B | — | ||
| Q2 25 | $10.4B | $5.7B | ||
| Q1 25 | $10.1B | $5.9B | ||
| Q4 24 | $10.3B | $6.4B | ||
| Q3 24 | $10.7B | $6.3B | ||
| Q2 24 | $10.3B | $6.3B |
总资产
OVV
SWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $20.4B | $7.9B | ||
| Q3 25 | $19.4B | — | ||
| Q2 25 | $19.7B | $7.7B | ||
| Q1 25 | $19.6B | $7.9B | ||
| Q4 24 | $19.3B | $8.3B | ||
| Q3 24 | $19.9B | $8.3B | ||
| Q2 24 | $19.8B | $8.2B |
负债/权益比
OVV
SWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.46× | 0.09× | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.51× | 0.09× | ||
| Q1 25 | 0.55× | 0.17× | ||
| Q4 24 | 0.53× | 0.16× | ||
| Q3 24 | 0.55× | 0.16× | ||
| Q2 24 | 0.59× | 0.16× |
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 | $954.0M | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $489.0M | $339.0M |
| 自由现金流率自由现金流/营收 | 23.8% | 32.7% |
| 资本支出强度资本支出/营收 | 22.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 1.01× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $1.1B |
8季度趋势,按日历期对齐
经营现金流
OVV
SWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $954.0M | $200.0M | ||
| Q3 25 | $812.0M | — | ||
| Q2 25 | $1.0B | $314.2M | ||
| Q1 25 | $873.0M | $409.4M | ||
| Q4 24 | $1.0B | $377.2M | ||
| Q3 24 | $1.0B | $476.1M | ||
| Q2 24 | $1.0B | $273.4M |
自由现金流
OVV
SWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $489.0M | $144.0M | ||
| Q3 25 | $268.0M | — | ||
| Q2 25 | $492.0M | $252.7M | ||
| Q1 25 | $256.0M | $370.9M | ||
| Q4 24 | $468.0M | $338.2M | ||
| Q3 24 | $484.0M | $393.3M | ||
| Q2 24 | $398.0M | $249.0M |
自由现金流率
OVV
SWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 23.8% | 13.1% | ||
| Q3 25 | 13.3% | — | ||
| Q2 25 | 22.2% | 26.2% | ||
| Q1 25 | 10.8% | 38.9% | ||
| Q4 24 | 21.4% | 31.7% | ||
| Q3 24 | 22.2% | 38.4% | ||
| Q2 24 | 18.1% | 27.5% |
资本支出强度
OVV
SWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 22.6% | 5.1% | ||
| Q3 25 | 26.9% | — | ||
| Q2 25 | 23.5% | 6.4% | ||
| Q1 25 | 26.0% | 4.0% | ||
| Q4 24 | 25.3% | 3.6% | ||
| Q3 24 | 24.7% | 8.1% | ||
| Q2 24 | 28.4% | 2.7% |
现金转化率
OVV
SWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 1.01× | 1.41× | ||
| Q3 25 | 5.49× | — | ||
| Q2 25 | 3.30× | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | 2.02× | 7.87× | ||
| Q2 24 | 3.00× | 2.26× |
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
OVV
| Product And Service Revenue | $1.7B | 84% |
| Sales Of Purchased Product | $338.0M | 16% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |