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POWELL INDUSTRIES INC（POWL）与Walker & Dunlop, Inc.（WD）财务数据对比。点击上方公司名可切换其他公司
Walker & Dunlop, Inc.的季度营收约是POWELL INDUSTRIES INC的1.4倍（$340.0M vs $251.2M），POWELL INDUSTRIES INC净利率更高（16.5% vs -12.9%，领先29.4%），POWELL INDUSTRIES INC同比增速更快（4.0% vs -0.4%），POWELL INDUSTRIES INC自由现金流更多（$41.6M vs $-680.1M），过去两年Walker & Dunlop, Inc.的营收复合增速更高（22.1% vs -0.8%）
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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
POWL vs WD — 直观对比
营收规模更大
WD
是对方的1.4倍
$251.2M
营收增速更快
POWL
高出4.5%
-0.4%
净利率更高
POWL
高出29.4%
-12.9%
自由现金流更多
POWL
多$721.7M
$-680.1M
两年增速更快
WD
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $251.2M | $340.0M |
| 净利润 | $41.4M | $-13.9M |
| 毛利率 | 28.4% | — |
| 营业利润率 | 17.0% | -17.2% |
| 净利率 | 16.5% | -12.9% |
| 营收同比 | 4.0% | -0.4% |
| 净利润同比 | 19.1% | -131.0% |
| 每股收益（稀释后） | $3.40 | $-0.41 |
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POWLWD
| Q4 25 | $251.2M | $340.0M | ||
| Q3 25 | $298.0M | $337.7M | ||
| Q2 25 | $286.3M | $319.2M | ||
| Q1 25 | $278.6M | $237.4M | ||
| Q4 24 | $241.4M | $341.5M | ||
| Q3 24 | $275.1M | $292.3M | ||
| Q2 24 | $288.2M | $270.7M | ||
| Q1 24 | $255.1M | $228.1M |
净利润POWLWD
| Q4 25 | $41.4M | $-13.9M | ||
| Q3 25 | $51.4M | $33.5M | ||
| Q2 25 | $48.2M | $34.0M | ||
| Q1 25 | $46.3M | $2.8M | ||
| Q4 24 | $34.8M | $44.8M | ||
| Q3 24 | $46.1M | $28.8M | ||
| Q2 24 | $46.2M | $22.7M | ||
| Q1 24 | $33.5M | $11.9M |
毛利率POWLWD
| 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POWLWD
| Q4 25 | 17.0% | -17.2% | ||
| Q3 25 | 21.2% | 13.6% | ||
| Q2 25 | 21.0% | 14.5% | ||
| Q1 25 | 21.1% | 2.2% | ||
| Q4 24 | 14.7% | 15.3% | ||
| Q3 24 | 20.4% | 12.8% | ||
| Q2 24 | 19.9% | 10.4% | ||
| Q1 24 | 15.5% | 6.0% |
净利率POWLWD
| Q4 25 | 16.5% | -12.9% | ||
| Q3 25 | 17.3% | 9.9% | ||
| Q2 25 | 16.8% | 10.6% | ||
| Q1 25 | 16.6% | 1.2% | ||
| Q4 24 | 14.4% | 13.1% | ||
| Q3 24 | 16.7% | 9.9% | ||
| Q2 24 | 16.0% | 8.4% | ||
| Q1 24 | 13.1% | 5.2% |
每股收益（稀释后）POWLWD
| Q4 25 | $3.40 | $-0.41 | ||
| Q3 25 | $4.23 | $0.98 | ||
| Q2 25 | $3.96 | $0.99 | ||
| Q1 25 | $3.81 | $0.08 | ||
| Q4 24 | $2.86 | $1.32 | ||
| Q3 24 | $3.77 | $0.85 | ||
| Q2 24 | $3.79 | $0.67 | ||
| Q1 24 | $2.75 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $668.9M | $1.7B |
| 总资产 | $1.1B | $5.1B |
| 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POWLWD
| Q4 25 | $500.8M | $299.3M | ||
| Q3 25 | $475.5M | $274.8M | ||
| Q2 25 | $433.0M | $233.7M | ||
| Q1 25 | $389.3M | $181.0M | ||
| Q4 24 | $373.4M | $279.3M | ||
| Q3 24 | $358.4M | $179.8M | ||
| Q2 24 | $374.0M | $208.1M | ||
| Q1 24 | $365.3M | $216.5M |
股东权益POWLWD
| Q4 25 | $668.9M | $1.7B | ||
| Q3 25 | $640.8M | $1.8B | ||
| Q2 25 | $594.9M | $1.8B | ||
| Q1 25 | $541.4M | $1.7B | ||
| Q4 24 | $496.3M | $1.7B | ||
| Q3 24 | $483.1M | $1.7B | ||
| Q2 24 | $436.7M | $1.7B | ||
| Q1 24 | $393.8M | $1.7B |
总资产POWLWD
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $1.1B | $5.8B | ||
| Q2 25 | $1.0B | $4.7B | ||
| Q1 25 | $965.4M | $4.5B | ||
| Q4 24 | $912.7M | $4.4B | ||
| Q3 24 | $928.2M | $4.6B | ||
| Q2 24 | $869.0M | $4.2B | ||
| Q1 24 | $849.6M | $3.8B |
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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $41.6M | $-680.1M |
| 自由现金流率自由现金流/营收 | 16.6% | -200.0% |
| 资本支出强度资本支出/营收 | 0.8% | 4.6% |
| 现金转化率经营现金流/净利润 | 1.05× | — |
| 过去12个月自由现金流最近4个季度 | $161.5M | $-2.2B |
8季度趋势，按日历期对齐
经营现金流POWLWD
| Q4 25 | $43.6M | $-664.3M | ||
| Q3 25 | $61.1M | $-948.1M | ||
| Q2 25 | $47.4M | $-238.5M | ||
| Q1 25 | $22.4M | $-281.1M | ||
| Q4 24 | $37.1M | $129.4M | ||
| Q3 24 | $-6.0M | $-202.0M | ||
| Q2 24 | $13.8M | $-237.8M | ||
| Q1 24 | $17.0M | $38.4M |
自由现金流POWLWD
| Q4 25 | $41.6M | $-680.1M | ||
| Q3 25 | $59.3M | $-950.4M | ||
| Q2 25 | $42.3M | $-241.0M | ||
| Q1 25 | $18.3M | $-284.7M | ||
| Q4 24 | $34.9M | $116.4M | ||
| Q3 24 | $-14.4M | $-204.0M | ||
| Q2 24 | $12.4M | $-241.7M | ||
| Q1 24 | $16.1M | $35.2M |
自由现金流率POWLWD
| Q4 25 | 16.6% | -200.0% | ||
| Q3 25 | 19.9% | -281.5% | ||
| Q2 25 | 14.8% | -75.5% | ||
| Q1 25 | 6.6% | -120.0% | ||
| Q4 24 | 14.4% | 34.1% | ||
| Q3 24 | -5.3% | -69.8% | ||
| Q2 24 | 4.3% | -89.3% | ||
| Q1 24 | 6.3% | 15.4% |
资本支出强度POWLWD
| Q4 25 | 0.8% | 4.6% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 1.5% | 1.5% | ||
| Q4 24 | 0.9% | 3.8% | ||
| Q3 24 | 3.1% | 0.7% | ||
| Q2 24 | 0.5% | 1.4% | ||
| Q1 24 | 0.4% | 1.4% |
现金转化率POWLWD
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.19× | -28.34× | ||
| Q2 25 | 0.98× | -7.02× | ||
| Q1 25 | 0.48× | -102.07× | ||
| Q4 24 | 1.07× | 2.89× | ||
| Q3 24 | -0.13× | -7.01× | ||
| Q2 24 | 0.30× | -10.49× | ||
| Q1 24 | 0.51× | 3.24× |
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% |
WD
暂无分部数据
