vs
PPL Corporation（PPL）与Schneider National, Inc.（SNDR）财务数据对比。点击上方公司名可切换其他公司
PPL Corporation的季度营收约是Schneider National, Inc.的1.7倍（$2.3B vs $1.4B），PPL Corporation净利率更高（11.3% vs 1.6%，领先9.7%），PPL Corporation同比增速更快（7.2% vs 4.5%），Schneider National, Inc.自由现金流更多（$145.5M vs $-614.0M），过去两年Schneider National, Inc.的营收复合增速更高（3.0% vs 1.0%）
PPL公司是总部位于美国宾夕法尼亚州的能源公用事业控股企业，为宾州、肯塔基州、罗德岛州约350万居民及工商业用户提供电力与天然气供应服务，核心业务方向包括电网现代化升级、清洁能源转型、高可靠性可持续能源服务供给。
美国施耐德国家公司是知名交通运输企业，提供整车运输、多式联运及综合物流服务，业务涵盖区域配送、长途运输、加急运输、专属运力、散货运输、货运代理、越库物流、共同配送点分拨、供应链管理、港口物流等领域，可为客户提供定制化供应链解决方案。
PPL vs SNDR — 直观对比
营收规模更大
PPL
是对方的1.7倍
$1.4B
营收增速更快
PPL
高出2.7%
4.5%
净利率更高
PPL
高出9.7%
1.6%
自由现金流更多
SNDR
多$759.5M
$-614.0M
两年增速更快
SNDR
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $1.4B |
| 净利润 | $266.0M | $22.1M |
| 毛利率 | — | — |
| 营业利润率 | 20.3% | 2.6% |
| 净利率 | 11.3% | 1.6% |
| 营收同比 | 7.2% | 4.5% |
| 净利润同比 | 50.3% | -32.2% |
| 每股收益（稀释后） | $0.35 | $0.13 |
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PPLSNDR
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $2.3B | $1.3B |
净利润PPLSNDR
| Q4 25 | $266.0M | $22.1M | ||
| Q3 25 | $318.0M | $19.4M | ||
| Q2 25 | $183.0M | $36.0M | ||
| Q1 25 | $414.0M | $26.1M | ||
| Q4 24 | $177.0M | $32.6M | ||
| Q3 24 | $214.0M | $30.6M | ||
| Q2 24 | $190.0M | $35.3M | ||
| Q1 24 | $307.0M | $18.5M |
营业利润率PPLSNDR
| Q4 25 | 20.3% | 2.6% | ||
| Q3 25 | 25.4% | 2.4% | ||
| Q2 25 | 19.9% | 3.9% | ||
| Q1 25 | 26.6% | 3.0% | ||
| Q4 24 | 17.2% | 3.2% | ||
| Q3 24 | 20.6% | 3.3% | ||
| Q2 24 | 20.8% | 3.9% | ||
| Q1 24 | 23.7% | 2.2% |
净利率PPLSNDR
| Q4 25 | 11.3% | 1.6% | ||
| Q3 25 | 14.2% | 1.3% | ||
| Q2 25 | 9.0% | 2.5% | ||
| Q1 25 | 16.3% | 1.9% | ||
| Q4 24 | 8.1% | 2.4% | ||
| Q3 24 | 10.3% | 2.3% | ||
| Q2 24 | 10.1% | 2.7% | ||
| Q1 24 | 13.3% | 1.4% |
每股收益（稀释后）PPLSNDR
| Q4 25 | $0.35 | $0.13 | ||
| Q3 25 | $0.43 | $0.11 | ||
| Q2 25 | $0.25 | $0.20 | ||
| Q1 25 | $0.56 | $0.15 | ||
| Q4 24 | $0.23 | $0.19 | ||
| Q3 24 | $0.29 | $0.17 | ||
| Q2 24 | $0.26 | $0.20 | ||
| Q1 24 | $0.42 | $0.10 |
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 | $1.1B | $41.8M |
| 总债务越低越好 | $18.9B | $390.9M |
| 股东权益账面价值 | $14.9B | $3.0B |
| 总资产 | $45.2B | $4.8B |
| 负债/权益比越低杠杆越低 | 1.27× | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资PPLSNDR
| Q4 25 | $1.1B | $41.8M | ||
| Q3 25 | $1.1B | $235.7M | ||
| Q2 25 | $294.0M | $205.1M | ||
| Q1 25 | $312.0M | $154.3M | ||
| Q4 24 | $306.0M | $165.5M | ||
| Q3 24 | $542.0M | $231.6M | ||
| Q2 24 | $282.0M | $157.2M | ||
| Q1 24 | $276.0M | $124.2M |
总债务PPLSNDR
| Q4 25 | $18.9B | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | $16.5B | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M | ||
| Q1 24 | — | $96.6M |
股东权益PPLSNDR
| Q4 25 | $14.9B | $3.0B | ||
| Q3 25 | $14.4B | $3.0B | ||
| Q2 25 | $14.3B | $3.0B | ||
| Q1 25 | $14.3B | $3.0B | ||
| Q4 24 | $14.1B | $3.0B | ||
| Q3 24 | $14.1B | $3.0B | ||
| Q2 24 | $14.1B | $3.0B | ||
| Q1 24 | $14.1B | $2.9B |
总资产PPLSNDR
| Q4 25 | $45.2B | $4.8B | ||
| Q3 25 | $43.9B | $5.0B | ||
| Q2 25 | $42.4B | $5.0B | ||
| Q1 25 | $41.8B | $5.0B | ||
| Q4 24 | $41.1B | $4.9B | ||
| Q3 24 | $40.5B | $4.6B | ||
| Q2 24 | $39.8B | $4.5B | ||
| Q1 24 | $39.6B | $4.6B |
负债/权益比PPLSNDR
| Q4 25 | 1.27× | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | 1.17× | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | 0.03× |
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 | $548.0M | $186.0M |
| 自由现金流经营现金流 - 资本支出 | $-614.0M | $145.5M |
| 自由现金流率自由现金流/营收 | -26.1% | 10.4% |
| 资本支出强度资本支出/营收 | 49.5% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.06× | 8.42× |
| 过去12个月自由现金流最近4个季度 | $-1.4B | $285.4M |
8季度趋势，按日历期对齐
经营现金流PPLSNDR
| Q4 25 | $548.0M | $186.0M | ||
| Q3 25 | $966.0M | $184.2M | ||
| Q2 25 | $602.0M | $175.5M | ||
| Q1 25 | $513.0M | $91.7M | ||
| Q4 24 | $511.0M | $199.5M | ||
| Q3 24 | $781.0M | $206.4M | ||
| Q2 24 | $766.0M | $182.6M | ||
| Q1 24 | $282.0M | $97.6M |
自由现金流PPLSNDR
| Q4 25 | $-614.0M | $145.5M | ||
| Q3 25 | $-179.0M | $56.2M | ||
| Q2 25 | $-328.0M | $106.4M | ||
| Q1 25 | $-280.0M | $-22.7M | ||
| Q4 24 | $-349.0M | $113.6M | ||
| Q3 24 | $102.0M | $98.7M | ||
| Q2 24 | $96.0M | $85.5M | ||
| Q1 24 | $-314.0M | $-25.7M |
自由现金流率PPLSNDR
| Q4 25 | -26.1% | 10.4% | ||
| Q3 25 | -8.0% | 3.9% | ||
| Q2 25 | -16.1% | 7.5% | ||
| Q1 25 | -11.0% | -1.6% | ||
| Q4 24 | -15.9% | 8.5% | ||
| Q3 24 | 4.9% | 7.5% | ||
| Q2 24 | 5.1% | 6.5% | ||
| Q1 24 | -13.6% | -1.9% |
资本支出强度PPLSNDR
| Q4 25 | 49.5% | 2.9% | ||
| Q3 25 | 51.2% | 8.8% | ||
| Q2 25 | 45.6% | 4.9% | ||
| Q1 25 | 31.2% | 8.2% | ||
| Q4 24 | 39.3% | 6.4% | ||
| Q3 24 | 32.7% | 8.2% | ||
| Q2 24 | 35.8% | 7.4% | ||
| Q1 24 | 25.9% | 9.3% |
现金转化率PPLSNDR
| Q4 25 | 2.06× | 8.42× | ||
| Q3 25 | 3.04× | 9.49× | ||
| Q2 25 | 3.29× | 4.88× | ||
| Q1 25 | 1.24× | 3.51× | ||
| Q4 24 | 2.89× | 6.12× | ||
| Q3 24 | 3.65× | 6.75× | ||
| Q2 24 | 4.03× | 5.17× | ||
| Q1 24 | 0.92× | 5.28× |
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
PPL
| Rhode Island Regulated | $539.0M | 23% |
| Other | $532.0M | 23% |
| Residential | $451.0M | 19% |
| Nonrelated Party | $425.0M | 18% |
| Transmission | $228.0M | 10% |
| Commercial | $117.0M | 5% |
| Wholesale Other | $23.0M | 1% |
| Industrial | $14.0M | 1% |
| Related Party | $13.0M | 1% |
| Wholesale Municipal | $6.0M | 0% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
