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Quanta Services(PWR)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
Quanta Services的季度营收约是Raymond James Financial的1.9倍($7.8B vs $4.2B),Raymond James Financial净利率更高(13.5% vs 4.0%,领先9.4%),Quanta Services同比增速更快(19.7% vs 3.5%),Quanta Services自由现金流更多($934.0M vs $-56.0M),过去两年Quanta Services的营收复合增速更高(24.8% vs 7.1%)
Quanta Services是美国基础设施服务企业,业务覆盖电力、管道、工业、通信四大领域,可提供各类网络基础设施的规划、设计、安装、项目管理、运维及维修服务。公司自成立以来除内生增长外,已累计收购超150家电力承包领域相关企业。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
PWR vs RJF — 直观对比
营收规模更大
PWR
是对方的1.9倍
$4.2B
营收增速更快
PWR
高出16.2%
3.5%
净利率更高
RJF
高出9.4%
4.0%
自由现金流更多
PWR
多$990.0M
$-56.0M
两年增速更快
PWR
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $7.8B | $4.2B |
| 净利润 | $316.6M | $563.0M |
| 毛利率 | 15.5% | — |
| 营业利润率 | 6.2% | — |
| 净利率 | 4.0% | 13.5% |
| 营收同比 | 19.7% | 3.5% |
| 净利润同比 | 2.0% | -6.2% |
| 每股收益(稀释后) | $2.08 | $2.79 |
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
PWR
RJF
| Q4 25 | $7.8B | $4.2B | ||
| Q3 25 | $7.6B | $4.2B | ||
| Q2 25 | $6.8B | $3.8B | ||
| Q1 25 | $6.2B | $3.8B | ||
| Q4 24 | $6.6B | $4.0B | ||
| Q3 24 | $6.5B | $4.0B | ||
| Q2 24 | $5.6B | $3.8B | ||
| Q1 24 | $5.0B | $3.6B |
净利润
PWR
RJF
| Q4 25 | $316.6M | $563.0M | ||
| Q3 25 | $339.4M | $604.0M | ||
| Q2 25 | $229.3M | $436.0M | ||
| Q1 25 | $144.3M | $495.0M | ||
| Q4 24 | $310.3M | $600.0M | ||
| Q3 24 | $293.2M | $602.0M | ||
| Q2 24 | $188.2M | $492.0M | ||
| Q1 24 | $118.4M | $476.0M |
毛利率
PWR
RJF
| Q4 25 | 15.5% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 13.4% | — | ||
| Q4 24 | 16.2% | — | ||
| Q3 24 | 15.6% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 12.4% | — |
营业利润率
PWR
RJF
| Q4 25 | 6.2% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 5.5% | 14.7% | ||
| Q1 25 | 3.8% | 17.5% | ||
| Q4 24 | 6.9% | 18.6% | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 5.5% | 17.1% | ||
| Q1 24 | 3.1% | 16.7% |
净利率
PWR
RJF
| Q4 25 | 4.0% | 13.5% | ||
| Q3 25 | 4.4% | 14.4% | ||
| Q2 25 | 3.4% | 11.3% | ||
| Q1 25 | 2.3% | 12.9% | ||
| Q4 24 | 4.7% | 14.9% | ||
| Q3 24 | 4.5% | 15.0% | ||
| Q2 24 | 3.4% | 13.1% | ||
| Q1 24 | 2.4% | 13.1% |
每股收益(稀释后)
PWR
RJF
| Q4 25 | $2.08 | $2.79 | ||
| Q3 25 | $2.24 | $2.96 | ||
| Q2 25 | $1.52 | $2.12 | ||
| Q1 25 | $0.96 | $2.36 | ||
| Q4 24 | $2.03 | $2.86 | ||
| Q3 24 | $1.95 | $2.85 | ||
| Q2 24 | $1.26 | $2.31 | ||
| Q1 24 | $0.79 | $2.22 |
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 | $439.5M | $9.9B |
| 总债务越低越好 | $5.2B | — |
| 股东权益账面价值 | $8.9B | $12.6B |
| 总资产 | $24.9B | $88.8B |
| 负债/权益比越低杠杆越低 | 0.59× | — |
8季度趋势,按日历期对齐
现金及短期投资
PWR
RJF
| Q4 25 | $439.5M | $9.9B | ||
| Q3 25 | $610.4M | $11.4B | ||
| Q2 25 | $509.5M | $9.2B | ||
| Q1 25 | $520.6M | $9.7B | ||
| Q4 24 | $742.0M | $10.0B | ||
| Q3 24 | $764.1M | $11.0B | ||
| Q2 24 | $518.1M | $9.1B | ||
| Q1 24 | $531.1M | $10.0B |
总债务
PWR
RJF
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $4.7B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $3.2B | — |
股东权益
PWR
RJF
| Q4 25 | $8.9B | $12.6B | ||
| Q3 25 | $8.4B | $12.5B | ||
| Q2 25 | $7.9B | $12.3B | ||
| Q1 25 | $7.5B | $12.2B | ||
| Q4 24 | $7.3B | $11.9B | ||
| Q3 24 | $7.1B | $11.7B | ||
| Q2 24 | $6.6B | $11.2B | ||
| Q1 24 | $6.4B | $11.0B |
总资产
PWR
RJF
| Q4 25 | $24.9B | $88.8B | ||
| Q3 25 | $22.7B | $88.2B | ||
| Q2 25 | $19.9B | $84.8B | ||
| Q1 25 | $19.1B | $83.1B | ||
| Q4 24 | $18.7B | $82.3B | ||
| Q3 24 | $18.9B | $83.0B | ||
| Q2 24 | $15.9B | $80.6B | ||
| Q1 24 | $15.5B | $81.2B |
负债/权益比
PWR
RJF
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | 0.56× | — | ||
| Q3 24 | 0.58× | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 0.50× | — |
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 | $1.1B | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $934.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 11.9% | -1.3% |
| 资本支出强度资本支出/营收 | 2.5% | 1.1% |
| 现金转化率经营现金流/净利润 | 3.56× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $1.4B |
8季度趋势,按日历期对齐
经营现金流
PWR
RJF
| Q4 25 | $1.1B | $-10.0M | ||
| Q3 25 | $563.5M | $796.0M | ||
| Q2 25 | $295.7M | $691.0M | ||
| Q1 25 | $243.2M | $117.0M | ||
| Q4 24 | $712.0M | $830.0M | ||
| Q3 24 | $739.9M | $510.0M | ||
| Q2 24 | $391.3M | $711.0M | ||
| Q1 24 | $238.0M | $391.0M |
自由现金流
PWR
RJF
| Q4 25 | $934.0M | $-56.0M | ||
| Q3 25 | $421.0M | $752.0M | ||
| Q2 25 | $155.4M | $634.0M | ||
| Q1 25 | $110.4M | $71.0M | ||
| Q4 24 | $565.0M | $789.0M | ||
| Q3 24 | $527.4M | $460.0M | ||
| Q2 24 | $229.9M | $655.0M | ||
| Q1 24 | $154.8M | $342.0M |
自由现金流率
PWR
RJF
| Q4 25 | 11.9% | -1.3% | ||
| Q3 25 | 5.5% | 17.9% | ||
| Q2 25 | 2.3% | 16.5% | ||
| Q1 25 | 1.8% | 1.8% | ||
| Q4 24 | 8.6% | 19.6% | ||
| Q3 24 | 8.1% | 11.5% | ||
| Q2 24 | 4.1% | 17.4% | ||
| Q1 24 | 3.1% | 9.4% |
资本支出强度
PWR
RJF
| Q4 25 | 2.5% | 1.1% | ||
| Q3 25 | 1.9% | 1.1% | ||
| Q2 25 | 2.1% | 1.5% | ||
| Q1 25 | 2.1% | 1.2% | ||
| Q4 24 | 2.2% | 1.0% | ||
| Q3 24 | 3.3% | 1.2% | ||
| Q2 24 | 2.9% | 1.5% | ||
| Q1 24 | 1.7% | 1.3% |
现金转化率
PWR
RJF
| Q4 25 | 3.56× | -0.02× | ||
| Q3 25 | 1.66× | 1.32× | ||
| Q2 25 | 1.29× | 1.58× | ||
| Q1 25 | 1.69× | 0.24× | ||
| Q4 24 | 2.29× | 1.38× | ||
| Q3 24 | 2.52× | 0.85× | ||
| Q2 24 | 2.08× | 1.45× | ||
| Q1 24 | 2.01× | 0.82× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图