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POWELL INDUSTRIES INC(POWL)与STARWOOD PROPERTY TRUST, INC.(STWD)财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是POWELL INDUSTRIES INC的2.0倍($492.9M vs $251.2M),STARWOOD PROPERTY TRUST, INC.净利率更高(19.7% vs 16.5%,领先3.2%),STARWOOD PROPERTY TRUST, INC.同比增速更快(8.5% vs 4.0%),过去两年POWELL INDUSTRIES INC的营收复合增速更高(-0.8% vs -2.9%)
Powell Industries Inc.成立于1947年,总部位于美国得克萨斯州休斯敦,是专业的电气设备及集成封装解决方案供应商,产品主要面向工商业市场,用于电力配送环节的监测与控制。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一,业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金,1995年完成收购重组,旗下共11个品牌,管理及特许经营的物业共计1297处。
POWL vs STWD — 直观对比
营收规模更大
STWD
是对方的2.0倍
$251.2M
营收增速更快
STWD
高出4.4%
4.0%
净利率更高
STWD
高出3.2%
16.5%
两年增速更快
POWL
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $251.2M | $492.9M |
| 净利润 | $41.4M | $96.9M |
| 毛利率 | 28.4% | — |
| 营业利润率 | 17.0% | 26.6% |
| 净利率 | 16.5% | 19.7% |
| 营收同比 | 4.0% | 8.5% |
| 净利润同比 | 19.1% | 87.7% |
| 每股收益(稀释后) | $3.40 | $0.25 |
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
POWL
STWD
| Q4 25 | $251.2M | $492.9M | ||
| Q3 25 | $298.0M | $488.9M | ||
| Q2 25 | $286.3M | $444.3M | ||
| Q1 25 | $278.6M | $418.2M | ||
| Q4 24 | $241.4M | $454.4M | ||
| Q3 24 | $275.1M | $479.5M | ||
| Q2 24 | $288.2M | $489.8M | ||
| Q1 24 | $255.1M | $523.1M |
净利润
POWL
STWD
| Q4 25 | $41.4M | $96.9M | ||
| Q3 25 | $51.4M | $72.6M | ||
| Q2 25 | $48.2M | $129.8M | ||
| Q1 25 | $46.3M | $112.3M | ||
| Q4 24 | $34.8M | $51.6M | ||
| Q3 24 | $46.1M | $76.1M | ||
| Q2 24 | $46.2M | $77.9M | ||
| Q1 24 | $33.5M | $154.3M |
毛利率
POWL
STWD
| Q4 25 | 28.4% | — | ||
| Q3 25 | 31.4% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 29.9% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 29.2% | — | ||
| Q2 24 | 28.4% | — | ||
| Q1 24 | 24.6% | — |
营业利润率
POWL
STWD
| Q4 25 | 17.0% | 26.6% | ||
| Q3 25 | 21.2% | 19.1% | ||
| Q2 25 | 21.0% | 30.5% | ||
| Q1 25 | 21.1% | 28.7% | ||
| Q4 24 | 14.7% | 15.1% | ||
| Q3 24 | 20.4% | 17.2% | ||
| Q2 24 | 19.9% | 19.1% | ||
| Q1 24 | 15.5% | 30.8% |
净利率
POWL
STWD
| Q4 25 | 16.5% | 19.7% | ||
| Q3 25 | 17.3% | 14.8% | ||
| Q2 25 | 16.8% | 29.2% | ||
| Q1 25 | 16.6% | 26.8% | ||
| Q4 24 | 14.4% | 11.4% | ||
| Q3 24 | 16.7% | 15.9% | ||
| Q2 24 | 16.0% | 15.9% | ||
| Q1 24 | 13.1% | 29.5% |
每股收益(稀释后)
POWL
STWD
| Q4 25 | $3.40 | $0.25 | ||
| Q3 25 | $4.23 | $0.19 | ||
| Q2 25 | $3.96 | $0.38 | ||
| Q1 25 | $3.81 | $0.33 | ||
| Q4 24 | $2.86 | $0.15 | ||
| Q3 24 | $3.77 | $0.23 | ||
| Q2 24 | $3.79 | $0.24 | ||
| Q1 24 | $2.75 | $0.48 |
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 | $500.8M | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $668.9M | $6.8B |
| 总资产 | $1.1B | $63.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
POWL
STWD
| Q4 25 | $500.8M | $499.5M | ||
| Q3 25 | $475.5M | $301.1M | ||
| Q2 25 | $433.0M | $259.9M | ||
| Q1 25 | $389.3M | $440.6M | ||
| Q4 24 | $373.4M | $377.8M | ||
| Q3 24 | $358.4M | $357.9M | ||
| Q2 24 | $374.0M | $259.3M | ||
| Q1 24 | $365.3M | $327.4M |
股东权益
POWL
STWD
| Q4 25 | $668.9M | $6.8B | ||
| Q3 25 | $640.8M | $6.9B | ||
| Q2 25 | $594.9M | $6.4B | ||
| Q1 25 | $541.4M | $6.4B | ||
| Q4 24 | $496.3M | $6.4B | ||
| Q3 24 | $483.1M | $6.5B | ||
| Q2 24 | $436.7M | $6.2B | ||
| Q1 24 | $393.8M | $6.3B |
总资产
POWL
STWD
| Q4 25 | $1.1B | $63.2B | ||
| Q3 25 | $1.1B | $62.4B | ||
| Q2 25 | $1.0B | $62.4B | ||
| Q1 25 | $965.4M | $62.2B | ||
| Q4 24 | $912.7M | $62.6B | ||
| Q3 24 | $928.2M | $64.2B | ||
| Q2 24 | $869.0M | $64.1B | ||
| Q1 24 | $849.6M | $66.2B |
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 | $43.6M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $41.6M | — |
| 自由现金流率自由现金流/营收 | 16.6% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 1.05× | 5.04× |
| 过去12个月自由现金流最近4个季度 | $161.5M | — |
8季度趋势,按日历期对齐
经营现金流
POWL
STWD
| Q4 25 | $43.6M | $488.8M | ||
| Q3 25 | $61.1M | $337.6M | ||
| Q2 25 | $47.4M | $-87.4M | ||
| Q1 25 | $22.4M | $238.9M | ||
| Q4 24 | $37.1M | $295.6M | ||
| Q3 24 | $-6.0M | $241.8M | ||
| Q2 24 | $13.8M | $53.3M | ||
| Q1 24 | $17.0M | $55.9M |
自由现金流
POWL
STWD
| Q4 25 | $41.6M | — | ||
| Q3 25 | $59.3M | — | ||
| Q2 25 | $42.3M | — | ||
| Q1 25 | $18.3M | — | ||
| Q4 24 | $34.9M | — | ||
| Q3 24 | $-14.4M | — | ||
| Q2 24 | $12.4M | — | ||
| Q1 24 | $16.1M | — |
自由现金流率
POWL
STWD
| Q4 25 | 16.6% | — | ||
| Q3 25 | 19.9% | — | ||
| Q2 25 | 14.8% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | -5.3% | — | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | 6.3% | — |
资本支出强度
POWL
STWD
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 0.5% | — | ||
| Q1 24 | 0.4% | — |
现金转化率
POWL
STWD
| Q4 25 | 1.05× | 5.04× | ||
| Q3 25 | 1.19× | 4.65× | ||
| Q2 25 | 0.98× | -0.67× | ||
| Q1 25 | 0.48× | 2.13× | ||
| Q4 24 | 1.07× | 5.72× | ||
| Q3 24 | -0.13× | 3.18× | ||
| Q2 24 | 0.30× | 0.68× | ||
| Q1 24 | 0.51× | 0.36× |
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
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |