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Public Service Enterprise Group（PEG）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Public Service Enterprise Group的1.0倍（$3.0B vs $2.9B），西部数据净利率更高（61.1% vs 10.8%，领先50.2%），西部数据同比增速更快（31.5% vs 18.3%），过去两年Public Service Enterprise Group的营收复合增速更高（2.8% vs -6.6%）
PSEG（Public Service Enterprise Group）是一家公开上市的能源企业，1985年正式成立，发展渊源可追溯至1903年，自创立以来总部始终位于美国新泽西州纽瓦克市，深耕能源领域多年，在北美能源市场拥有稳定的行业地位与市场份额。
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。
PEG vs WDC — 直观对比
营收规模更大
WDC
是对方的1.0倍
$2.9B
营收增速更快
WDC
高出13.3%
18.3%
净利率更高
WDC
高出50.2%
10.8%
两年增速更快
PEG
近两年复合增速
-6.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $3.0B |
| 净利润 | $315.0M | $1.8B |
| 毛利率 | — | 45.7% |
| 营业利润率 | 17.5% | 30.1% |
| 净利率 | 10.8% | 61.1% |
| 营收同比 | 18.3% | 31.5% |
| 净利润同比 | 10.1% | 254.2% |
| 每股收益（稀释后） | $0.63 | $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PEGWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.9B | $2.8B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.8B | $-1.2B | ||
| Q1 25 | $3.2B | $2.3B | ||
| Q4 24 | $2.5B | $4.3B | ||
| Q3 24 | $2.6B | $4.1B | ||
| Q2 24 | $2.4B | $3.8B |
净利润PEGWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $315.0M | $1.2B | ||
| Q3 25 | $622.0M | — | ||
| Q2 25 | $585.0M | $282.0M | ||
| Q1 25 | $589.0M | $520.0M | ||
| Q4 24 | $286.0M | $594.0M | ||
| Q3 24 | $520.0M | $493.0M | ||
| Q2 24 | $434.0M | $39.0M |
毛利率PEGWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | — | 43.5% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | — | 37.9% | ||
| Q2 24 | — | 35.9% |
营业利润率PEGWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 17.5% | 28.1% | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 29.1% | — | ||
| Q1 25 | 24.7% | 33.1% | ||
| Q4 24 | 18.1% | 19.9% | ||
| Q3 24 | 24.3% | 18.1% | ||
| Q2 24 | 24.0% | 5.7% |
净利率PEGWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 10.8% | 41.9% | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 20.9% | -24.4% | ||
| Q1 25 | 18.3% | 22.7% | ||
| Q4 24 | 11.6% | 13.9% | ||
| Q3 24 | 19.7% | 12.0% | ||
| Q2 24 | 17.9% | 1.0% |
每股收益（稀释后）PEGWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $0.63 | $3.07 | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $1.17 | $0.72 | ||
| Q1 25 | $1.18 | $1.42 | ||
| Q4 24 | $0.57 | $1.63 | ||
| Q3 24 | $1.04 | $1.35 | ||
| Q2 24 | $0.87 | $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 | $132.0M | $2.0B |
| 总债务越低越好 | $22.5B | $4.7B |
| 股东权益账面价值 | $17.0B | $7.1B |
| 总资产 | $57.6B | $15.6B |
| 负债/权益比越低杠杆越低 | 1.33× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资PEGWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $132.0M | $2.0B | ||
| Q3 25 | $334.0M | — | ||
| Q2 25 | $186.0M | $2.1B | ||
| Q1 25 | $894.0M | $3.5B | ||
| Q4 24 | $125.0M | $2.3B | ||
| Q3 24 | $203.0M | $1.7B | ||
| Q2 24 | $113.0M | $1.9B |
总债务PEGWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | $22.5B | $4.7B | ||
| Q3 25 | $22.5B | — | ||
| Q2 25 | $22.6B | $4.7B | ||
| Q1 25 | $23.0B | $7.3B | ||
| Q4 24 | $21.1B | $7.4B | ||
| Q3 24 | $21.4B | $7.4B | ||
| Q2 24 | $20.5B | $7.4B |
股东权益PEGWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $17.0B | $5.9B | ||
| Q3 25 | $17.0B | — | ||
| Q2 25 | $16.7B | $5.3B | ||
| Q1 25 | $16.4B | $5.2B | ||
| Q4 24 | $16.1B | $12.1B | ||
| Q3 24 | $16.1B | $11.6B | ||
| Q2 24 | $15.8B | $10.8B |
总资产PEGWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $57.6B | $14.4B | ||
| Q3 25 | $56.9B | — | ||
| Q2 25 | $56.0B | $14.0B | ||
| Q1 25 | $55.6B | $16.4B | ||
| Q4 24 | $54.6B | $25.5B | ||
| Q3 24 | $54.1B | $24.8B | ||
| Q2 24 | $52.4B | $24.2B |
负债/权益比PEGWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | 1.33× | 0.80× | ||
| Q3 25 | 1.33× | — | ||
| Q2 25 | 1.36× | 0.89× | ||
| Q1 25 | 1.40× | 1.42× | ||
| Q4 24 | 1.31× | 0.61× | ||
| Q3 24 | 1.33× | 0.64× | ||
| Q2 24 | 1.30× | 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 | $721.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-408.0M | — |
| 自由现金流率自由现金流/营收 | -14.0% | — |
| 资本支出强度资本支出/营收 | 38.7% | — |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $26.0M | — |
8季度趋势，按日历期对齐
经营现金流PEGWDC
| Q1 26 | — | — | ||
| Q4 25 | $721.0M | $672.0M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $478.0M | $746.0M | ||
| Q1 25 | $1.0B | $508.0M | ||
| Q4 24 | $367.0M | $403.0M | ||
| Q3 24 | $623.0M | $34.0M | ||
| Q2 24 | $482.0M | $366.0M |
自由现金流PEGWDC
| Q1 26 | — | — | ||
| Q4 25 | $-408.0M | $599.0M | ||
| Q3 25 | $322.0M | — | ||
| Q2 25 | $-309.0M | $675.0M | ||
| Q1 25 | $421.0M | $379.0M | ||
| Q4 24 | $-611.0M | $287.0M | ||
| Q3 24 | $-145.0M | $-62.0M | ||
| Q2 24 | $-355.0M | $250.0M |
自由现金流率PEGWDC
| Q1 26 | — | — | ||
| Q4 25 | -14.0% | 21.3% | ||
| Q3 25 | 10.0% | — | ||
| Q2 25 | -11.0% | -58.5% | ||
| Q1 25 | 13.1% | 16.5% | ||
| Q4 24 | -24.8% | 6.7% | ||
| Q3 24 | -5.5% | -1.5% | ||
| Q2 24 | -14.7% | 6.6% |
资本支出强度PEGWDC
| Q1 26 | — | — | ||
| Q4 25 | 38.7% | 2.6% | ||
| Q3 25 | 22.6% | — | ||
| Q2 25 | 28.1% | -6.2% | ||
| Q1 25 | 19.5% | 5.6% | ||
| Q4 24 | 39.7% | 2.7% | ||
| Q3 24 | 29.1% | 2.3% | ||
| Q2 24 | 34.5% | 3.1% |
现金转化率PEGWDC
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 0.57× | ||
| Q3 25 | 1.69× | — | ||
| Q2 25 | 0.82× | 2.65× | ||
| Q1 25 | 1.78× | 0.98× | ||
| Q4 24 | 1.28× | 0.68× | ||
| Q3 24 | 1.20× | 0.07× | ||
| Q2 24 | 1.11× | 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
PEG
| PSEG Power Other | $1.1B | 37% |
| Electric Distribution Contracts | $929.0M | 32% |
| Gas Distribution Contracts | $840.0M | 29% |
| Other | $71.0M | 2% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
