vs
Perella Weinberg Partners（PWP）与Shoals Technologies Group, Inc.（SHLS）财务数据对比。点击上方公司名可切换其他公司
Perella Weinberg Partners的季度营收约是Shoals Technologies Group, Inc.的1.5倍（$219.2M vs $148.3M），Perella Weinberg Partners净利率更高（6.3% vs 5.5%，领先0.8%），Shoals Technologies Group, Inc.同比增速更快（38.6% vs -2.9%），Perella Weinberg Partners自由现金流更多（$30.5M vs $-11.3M），过去两年Perella Weinberg Partners的营收复合增速更高（46.5% vs 27.8%）
佩雷拉温伯格合伙公司是一家聚焦咨询业务的全球投资银行，核心为客户提供战略与财务领域的专业咨询服务，凭借深厚的行业经验和全球化资源网络，为各类企业的重要商业决策提供专业支持。
Shoals科技集团是可再生能源及电动出行领域的电气系统平衡解决方案供应商，核心产品覆盖光伏、储能及充电桩用连接组件，主要服务北美、欧洲、亚太市场的公用事业、工商业及民用客户。
PWP vs SHLS — 直观对比
营收规模更大
PWP
是对方的1.5倍
$148.3M
营收增速更快
SHLS
高出41.5%
-2.9%
净利率更高
PWP
高出0.8%
5.5%
自由现金流更多
PWP
多$41.7M
$-11.3M
两年增速更快
PWP
近两年复合增速
27.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $219.2M | $148.3M |
| 净利润 | $13.8M | $8.1M |
| 毛利率 | — | 31.6% |
| 营业利润率 | 8.5% | 11.7% |
| 净利率 | 6.3% | 5.5% |
| 营收同比 | -2.9% | 38.6% |
| 净利润同比 | — | 3.9% |
| 每股收益（稀释后） | $0.11 | $0.05 |
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PWPSHLS
| Q4 25 | $219.2M | $148.3M | ||
| Q3 25 | $164.6M | $135.8M | ||
| Q2 25 | $155.3M | $110.8M | ||
| Q1 25 | $211.8M | $80.4M | ||
| Q4 24 | $225.7M | $107.0M | ||
| Q3 24 | $278.2M | $102.2M | ||
| Q2 24 | $272.0M | $99.2M | ||
| Q1 24 | $102.1M | $90.8M |
净利润PWPSHLS
| Q4 25 | $13.8M | $8.1M | ||
| Q3 25 | $6.0M | $11.9M | ||
| Q2 25 | $2.7M | $13.9M | ||
| Q1 25 | $17.3M | $-282.0K | ||
| Q4 24 | — | $7.8M | ||
| Q3 24 | $16.4M | $-267.0K | ||
| Q2 24 | $-66.0M | $11.8M | ||
| Q1 24 | $-35.8M | $4.8M |
毛利率PWPSHLS
| Q4 25 | — | 31.6% | ||
| Q3 25 | — | 37.0% | ||
| Q2 25 | — | 37.2% | ||
| Q1 25 | — | 35.0% | ||
| Q4 24 | — | 37.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 40.3% | ||
| Q1 24 | — | 40.2% |
营业利润率PWPSHLS
| Q4 25 | 8.5% | 11.7% | ||
| Q3 25 | 5.4% | 13.7% | ||
| Q2 25 | 5.8% | 14.4% | ||
| Q1 25 | 5.5% | 5.4% | ||
| Q4 24 | — | 15.4% | ||
| Q3 24 | 12.9% | 4.4% | ||
| Q2 24 | -30.2% | 18.7% | ||
| Q1 24 | -52.4% | 12.8% |
净利率PWPSHLS
| Q4 25 | 6.3% | 5.5% | ||
| Q3 25 | 3.6% | 8.7% | ||
| Q2 25 | 1.8% | 12.5% | ||
| Q1 25 | 8.2% | -0.4% | ||
| Q4 24 | — | 7.3% | ||
| Q3 24 | 5.9% | -0.3% | ||
| Q2 24 | -24.3% | 11.9% | ||
| Q1 24 | -35.1% | 5.3% |
每股收益（稀释后）PWPSHLS
| Q4 25 | $0.11 | $0.05 | ||
| Q3 25 | $0.08 | $0.07 | ||
| Q2 25 | $0.04 | $0.08 | ||
| Q1 25 | $0.24 | $0.00 | ||
| Q4 24 | — | $0.04 | ||
| Q3 24 | $0.24 | $0.00 | ||
| Q2 24 | $-1.21 | $0.07 | ||
| Q1 24 | $-0.91 | $0.03 |
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 | $255.9M | $7.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-127.4M | $600.0M |
| 总资产 | $797.6M | $904.1M |
| 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PWPSHLS
| Q4 25 | $255.9M | $7.3M | ||
| Q3 25 | $185.5M | $8.6M | ||
| Q2 25 | $145.0M | $4.7M | ||
| Q1 25 | $111.2M | $35.6M | ||
| Q4 24 | $407.4M | $23.5M | ||
| Q3 24 | $335.1M | $11.1M | ||
| Q2 24 | $185.3M | $3.2M | ||
| Q1 24 | $156.7M | $15.2M |
总债务PWPSHLS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $141.8M | ||
| Q4 24 | — | $141.8M | ||
| Q3 24 | — | $141.8M | ||
| Q2 24 | — | $146.8M | ||
| Q1 24 | — | $168.8M |
股东权益PWPSHLS
| Q4 25 | $-127.4M | $600.0M | ||
| Q3 25 | $-302.4M | $589.6M | ||
| Q2 25 | $-318.4M | $575.4M | ||
| Q1 25 | $-323.1M | $558.9M | ||
| Q4 24 | $-421.4M | $556.8M | ||
| Q3 24 | $-360.8M | $545.2M | ||
| Q2 24 | $-283.0M | $544.6M | ||
| Q1 24 | $161.9M | $554.0M |
总资产PWPSHLS
| Q4 25 | $797.6M | $904.1M | ||
| Q3 25 | $650.2M | $851.8M | ||
| Q2 25 | $606.7M | $795.0M | ||
| Q1 25 | $570.5M | $788.4M | ||
| Q4 24 | $876.8M | $793.1M | ||
| Q3 24 | $810.9M | $801.3M | ||
| Q2 24 | $645.5M | $788.4M | ||
| Q1 24 | $583.6M | $825.3M |
负债/权益比PWPSHLS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.30× |
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 | $34.8M | $-4.1M |
| 自由现金流经营现金流 - 资本支出 | $30.5M | $-11.3M |
| 自由现金流率自由现金流/营收 | 13.9% | -7.6% |
| 资本支出强度资本支出/营收 | 2.0% | 4.8% |
| 现金转化率经营现金流/净利润 | 2.52× | -0.50× |
| 过去12个月自由现金流最近4个季度 | $-34.1M | $-16.0M |
8季度趋势，按日历期对齐
经营现金流PWPSHLS
| Q4 25 | $34.8M | $-4.1M | ||
| Q3 25 | $59.2M | $19.4M | ||
| Q2 25 | $56.1M | $-13.8M | ||
| Q1 25 | $-176.5M | $15.6M | ||
| Q4 24 | $223.4M | $14.0M | ||
| Q3 24 | $200.3M | $15.7M | ||
| Q2 24 | $90.0M | $37.8M | ||
| Q1 24 | $-206.3M | $12.9M |
自由现金流PWPSHLS
| Q4 25 | $30.5M | $-11.3M | ||
| Q3 25 | $57.6M | $9.0M | ||
| Q2 25 | $55.3M | $-26.0M | ||
| Q1 25 | $-177.6M | $12.3M | ||
| Q4 24 | $207.0M | $12.5M | ||
| Q3 24 | $199.3M | $13.3M | ||
| Q2 24 | $83.7M | $35.8M | ||
| Q1 24 | $-214.8M | $10.4M |
自由现金流率PWPSHLS
| Q4 25 | 13.9% | -7.6% | ||
| Q3 25 | 35.0% | 6.6% | ||
| Q2 25 | 35.6% | -23.5% | ||
| Q1 25 | -83.8% | 15.4% | ||
| Q4 24 | 91.7% | 11.6% | ||
| Q3 24 | 71.6% | 13.0% | ||
| Q2 24 | 30.8% | 36.1% | ||
| Q1 24 | -210.3% | 11.4% |
资本支出强度PWPSHLS
| Q4 25 | 2.0% | 4.8% | ||
| Q3 25 | 0.9% | 7.7% | ||
| Q2 25 | 0.5% | 11.0% | ||
| Q1 25 | 0.5% | 4.0% | ||
| Q4 24 | 7.3% | 1.4% | ||
| Q3 24 | 0.4% | 2.3% | ||
| Q2 24 | 2.3% | 2.0% | ||
| Q1 24 | 8.3% | 2.7% |
现金转化率PWPSHLS
| Q4 25 | 2.52× | -0.50× | ||
| Q3 25 | 9.85× | 1.63× | ||
| Q2 25 | 20.50× | -1.00× | ||
| Q1 25 | -10.18× | — | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | 12.23× | — | ||
| Q2 24 | — | 3.21× | ||
| Q1 24 | — | 2.69× |
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
PWP
暂无分部数据
SHLS
| System Solutions | $122.0M | 82% |
| Components | $26.3M | 18% |
