vs
Phillips Edison & Company, Inc.（PECO）与Seadrill Ltd（SDRL）财务数据对比。点击上方公司名可切换其他公司
Seadrill Ltd的季度营收约是Phillips Edison & Company, Inc.的1.4倍（$273.0M vs $190.7M），Phillips Edison & Company, Inc.净利率更高（17.4% vs -3.7%，领先21.1%），过去两年Phillips Edison & Company, Inc.的营收复合增速更高（8.7% vs -8.9%）
联合爱迪生公司（通常简称Con Edison或ConEd）是总部位于纽约市的能源企业，为美国规模最大的投资者所有能源公司之一。截至2024年，该公司年营收约152.6亿美元，总资产超700亿美元，通过旗下子公司为客户提供多元化的能源相关产品与服务。
Seadrill是一家海洋钻井承包商，为全球油气行业提供海上钻井服务，核心业务是持有并运营钻井船、半潜式钻井平台和自升式钻井平台，可覆盖浅海到超深海、温和及恶劣海况等不同作业场景，主要客户涵盖国际石油巨头、一体化油气企业、国有石油公司及独立油气生产商，服务均基于合同模式提供。
PECO vs SDRL — 直观对比
营收规模更大
SDRL
是对方的1.4倍
$190.7M
净利率更高
PECO
高出21.1%
-3.7%
两年增速更快
PECO
近两年复合增速
-8.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $190.7M | $273.0M |
| 净利润 | $33.2M | $-10.0M |
| 毛利率 | — | — |
| 营业利润率 | — | -1.1% |
| 净利率 | 17.4% | -3.7% |
| 营收同比 | 7.0% | — |
| 净利润同比 | 15.1% | — |
| 每股收益（稀释后） | $0.24 | — |
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PECOSDRL
| Q1 26 | $190.7M | — | ||
| Q4 25 | $187.9M | $273.0M | ||
| Q3 25 | $182.7M | $280.0M | ||
| Q2 25 | $177.8M | $288.0M | ||
| Q1 25 | $178.3M | $248.0M | ||
| Q4 24 | $173.0M | — | ||
| Q3 24 | $165.5M | $263.0M | ||
| Q2 24 | $161.5M | $267.0M |
净利润PECOSDRL
| Q1 26 | $33.2M | — | ||
| Q4 25 | $47.5M | $-10.0M | ||
| Q3 25 | $24.7M | $-11.0M | ||
| Q2 25 | $12.8M | $-42.0M | ||
| Q1 25 | $26.3M | $-14.0M | ||
| Q4 24 | $18.1M | — | ||
| Q3 24 | $11.6M | $32.0M | ||
| Q2 24 | $15.3M | $253.0M |
营业利润率PECOSDRL
| Q1 26 | — | — | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 17.9% | ||
| Q2 24 | — | — |
净利率PECOSDRL
| Q1 26 | 17.4% | — | ||
| Q4 25 | 25.3% | -3.7% | ||
| Q3 25 | 13.5% | -3.9% | ||
| Q2 25 | 7.2% | -14.6% | ||
| Q1 25 | 14.8% | -5.6% | ||
| Q4 24 | 10.5% | — | ||
| Q3 24 | 7.0% | 12.2% | ||
| Q2 24 | 9.5% | 94.8% |
每股收益（稀释后）PECOSDRL
| Q1 26 | $0.24 | — | ||
| Q4 25 | $0.38 | — | ||
| Q3 25 | $0.20 | $-0.17 | ||
| Q2 25 | $0.10 | $-0.68 | ||
| Q1 25 | $0.21 | $-0.23 | ||
| Q4 24 | $0.16 | — | ||
| Q3 24 | $0.09 | $0.49 | ||
| Q2 24 | $0.12 | $3.49 |
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 | $3.1M | $339.0M |
| 总债务越低越好 | — | $613.0M |
| 股东权益账面价值 | $2.3B | $2.9B |
| 总资产 | $5.4B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资PECOSDRL
| Q1 26 | $3.1M | — | ||
| Q4 25 | $3.5M | $339.0M | ||
| Q3 25 | $4.1M | $402.0M | ||
| Q2 25 | $5.6M | $393.0M | ||
| Q1 25 | $5.5M | $404.0M | ||
| Q4 24 | $4.9M | — | ||
| Q3 24 | $6.4M | — | ||
| Q2 24 | $7.1M | $835.0M |
总债务PECOSDRL
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $613.0M | ||
| Q3 25 | $2.4B | $612.0M | ||
| Q2 25 | $2.4B | $612.0M | ||
| Q1 25 | $2.3B | $611.0M | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.0B | $609.0M |
股东权益PECOSDRL
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $2.9B | ||
| Q3 25 | $2.3B | $2.9B | ||
| Q2 25 | $2.3B | $2.9B | ||
| Q1 25 | $2.3B | $2.9B | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.3B | $3.1B |
总资产PECOSDRL
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.3B | $3.9B | ||
| Q3 25 | $5.3B | $4.1B | ||
| Q2 25 | $5.3B | $4.1B | ||
| Q1 25 | $5.2B | $4.1B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $4.9B | $4.3B |
负债/权益比PECOSDRL
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 0.21× | ||
| Q3 25 | 1.05× | 0.21× | ||
| Q2 25 | 1.04× | 0.21× | ||
| Q1 25 | 0.99× | 0.21× | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.94× | — | ||
| Q2 24 | 0.90× | 0.20× |
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 | $55.6M | $-40.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 12.6% | — |
| 现金转化率经营现金流/净利润 | 1.67× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PECOSDRL
| Q1 26 | $55.6M | — | ||
| Q4 25 | $348.1M | $-40.0M | ||
| Q3 25 | $95.4M | $28.0M | ||
| Q2 25 | $96.1M | $11.0M | ||
| Q1 25 | $60.5M | $-27.0M | ||
| Q4 24 | $334.7M | — | ||
| Q3 24 | $109.1M | $-27.0M | ||
| Q2 24 | $78.5M | $79.0M |
资本支出强度PECOSDRL
| Q1 26 | 12.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率PECOSDRL
| Q1 26 | 1.67× | — | ||
| Q4 25 | 7.33× | — | ||
| Q3 25 | 3.87× | — | ||
| Q2 25 | 7.52× | — | ||
| Q1 25 | 2.30× | — | ||
| Q4 24 | 18.45× | — | ||
| Q3 24 | 9.40× | -0.84× | ||
| Q2 24 | 5.14× | 0.31× |
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
PECO
| Rental income | $186.3M | 98% |
| Fees and management income | $3.4M | 2% |
SDRL
暂无分部数据
