vs
Quanta Services(PWR)与Smurfit Westrock(SW)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Smurfit Westrock的1.0倍($7.9B vs $7.7B),Quanta Services净利率更高(2.9% vs 0.8%,领先2.1%),Quanta Services同比增速更快(26.3% vs 0.7%),过去两年Smurfit Westrock的营收复合增速更高(61.2% vs 18.6%)
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。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业,核心业务为生产瓦楞包装及各类纸制包装产品,公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
PWR vs SW — 直观对比
营收规模更大
PWR
是对方的1.0倍
$7.7B
营收增速更快
PWR
高出25.6%
0.7%
净利率更高
PWR
高出2.1%
0.8%
两年增速更快
SW
近两年复合增速
18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $7.9B | $7.7B |
| 净利润 | $231.4M | $63.0M |
| 毛利率 | 14.1% | 16.4% |
| 营业利润率 | 4.3% | 3.3% |
| 净利率 | 2.9% | 0.8% |
| 营收同比 | 26.3% | 0.7% |
| 净利润同比 | 55.4% | 0.0% |
| 每股收益(稀释后) | $1.45 | $0.12 |
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
SW
| Q1 26 | $7.9B | $7.7B | ||
| Q4 25 | $7.8B | $7.6B | ||
| Q3 25 | $7.6B | $8.0B | ||
| Q2 25 | $6.8B | $7.9B | ||
| Q1 25 | $6.2B | $7.7B | ||
| Q4 24 | $6.6B | $7.5B | ||
| Q3 24 | $6.5B | $7.7B | ||
| Q2 24 | $5.6B | $3.0B |
净利润
PWR
SW
| Q1 26 | $231.4M | $63.0M | ||
| Q4 25 | $316.6M | $97.0M | ||
| Q3 25 | $339.4M | $246.0M | ||
| Q2 25 | $229.3M | $-28.0M | ||
| Q1 25 | $144.3M | $384.0M | ||
| Q4 24 | $310.3M | $146.0M | ||
| Q3 24 | $293.2M | $-150.0M | ||
| Q2 24 | $188.2M | $132.0M |
毛利率
PWR
SW
| Q1 26 | 14.1% | 16.4% | ||
| Q4 25 | 15.5% | 18.2% | ||
| Q3 25 | 15.9% | 19.6% | ||
| Q2 25 | 14.9% | 19.1% | ||
| Q1 25 | 13.4% | 20.6% | ||
| Q4 24 | 16.2% | 19.1% | ||
| Q3 24 | 15.6% | 17.6% | ||
| Q2 24 | 14.5% | 23.3% |
营业利润率
PWR
SW
| Q1 26 | 4.3% | 3.3% | ||
| Q4 25 | 6.2% | 5.1% | ||
| Q3 25 | 6.8% | 6.6% | ||
| Q2 25 | 5.5% | 3.2% | ||
| Q1 25 | 3.8% | 7.2% | ||
| Q4 24 | 6.9% | 5.3% | ||
| Q3 24 | 6.6% | 0.7% | ||
| Q2 24 | 5.5% | 8.2% |
净利率
PWR
SW
| Q1 26 | 2.9% | 0.8% | ||
| Q4 25 | 4.0% | 1.3% | ||
| Q3 25 | 4.4% | 3.1% | ||
| Q2 25 | 3.4% | -0.4% | ||
| Q1 25 | 2.3% | 5.0% | ||
| Q4 24 | 4.7% | 1.9% | ||
| Q3 24 | 4.5% | -2.0% | ||
| Q2 24 | 3.4% | 4.4% |
每股收益(稀释后)
PWR
SW
| Q1 26 | $1.45 | $0.12 | ||
| Q4 25 | $2.08 | $0.18 | ||
| Q3 25 | $2.24 | $0.47 | ||
| Q2 25 | $1.52 | $-0.05 | ||
| Q1 25 | $0.96 | $0.73 | ||
| Q4 24 | $2.03 | $-0.12 | ||
| Q3 24 | $1.95 | $-0.30 | ||
| Q2 24 | $1.26 | $0.51 |
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 | $364.8M | — |
| 总债务越低越好 | $5.9B | $980.0M |
| 股东权益账面价值 | $9.0B | $18.1B |
| 总资产 | $25.7B | $45.2B |
| 负债/权益比越低杠杆越低 | 0.65× | 0.05× |
8季度趋势,按日历期对齐
现金及短期投资
PWR
SW
| Q1 26 | $364.8M | — | ||
| Q4 25 | $439.5M | $892.0M | ||
| Q3 25 | $610.4M | $851.0M | ||
| Q2 25 | $509.5M | $778.0M | ||
| Q1 25 | $520.6M | $797.0M | ||
| Q4 24 | $742.0M | $855.0M | ||
| Q3 24 | $764.1M | — | ||
| Q2 24 | $518.1M | $26.8K |
总债务
PWR
SW
| Q1 26 | $5.9B | $980.0M | ||
| Q4 25 | $5.2B | $13.4B | ||
| Q3 25 | $5.5B | $13.3B | ||
| Q2 25 | $4.7B | $13.3B | ||
| Q1 25 | $4.4B | $12.9B | ||
| Q4 24 | $4.1B | $12.5B | ||
| Q3 24 | $4.1B | $13.2B | ||
| Q2 24 | $3.0B | — |
股东权益
PWR
SW
| Q1 26 | $9.0B | $18.1B | ||
| Q4 25 | $8.9B | $18.3B | ||
| Q3 25 | $8.4B | $18.4B | ||
| Q2 25 | $7.9B | $18.3B | ||
| Q1 25 | $7.5B | $17.9B | ||
| Q4 24 | $7.3B | $17.4B | ||
| Q3 24 | $7.1B | $18.0B | ||
| Q2 24 | $6.6B | $14.5K |
总资产
PWR
SW
| Q1 26 | $25.7B | $45.2B | ||
| Q4 25 | $24.9B | $45.2B | ||
| Q3 25 | $22.7B | $45.6B | ||
| Q2 25 | $19.9B | $45.7B | ||
| Q1 25 | $19.1B | $44.6B | ||
| Q4 24 | $18.7B | $43.8B | ||
| Q3 24 | $18.9B | $45.0B | ||
| Q2 24 | $15.9B | $26.8K |
负债/权益比
PWR
SW
| Q1 26 | 0.65× | 0.05× | ||
| Q4 25 | 0.59× | 0.73× | ||
| Q3 25 | 0.66× | 0.72× | ||
| Q2 25 | 0.59× | 0.73× | ||
| Q1 25 | 0.58× | 0.72× | ||
| Q4 24 | 0.56× | 0.72× | ||
| Q3 24 | 0.58× | 0.73× | ||
| Q2 24 | 0.45× | — |
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 | $391.7M | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $184.4M | — |
| 自由现金流率自由现金流/营收 | 2.3% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.69× | 3.24× |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势,按日历期对齐
经营现金流
PWR
SW
| Q1 26 | $391.7M | $204.0M | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $563.5M | $1.1B | ||
| Q2 25 | $295.7M | $829.0M | ||
| Q1 25 | $243.2M | $235.0M | ||
| Q4 24 | $712.0M | $781.0M | ||
| Q3 24 | $739.9M | $320.0M | ||
| Q2 24 | $391.3M | $340.0M |
自由现金流
PWR
SW
| Q1 26 | $184.4M | — | ||
| Q4 25 | $934.0M | $612.0M | ||
| Q3 25 | $421.0M | $523.0M | ||
| Q2 25 | $155.4M | $307.0M | ||
| Q1 25 | $110.4M | $-242.0M | ||
| Q4 24 | $565.0M | $212.0M | ||
| Q3 24 | $527.4M | $-192.0M | ||
| Q2 24 | $229.9M | $163.0M |
自由现金流率
PWR
SW
| Q1 26 | 2.3% | — | ||
| Q4 25 | 11.9% | 8.1% | ||
| Q3 25 | 5.5% | 6.5% | ||
| Q2 25 | 2.3% | 3.9% | ||
| Q1 25 | 1.8% | -3.2% | ||
| Q4 24 | 8.6% | 2.8% | ||
| Q3 24 | 8.1% | -2.5% | ||
| Q2 24 | 4.1% | 5.5% |
资本支出强度
PWR
SW
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 7.7% | ||
| Q3 25 | 1.9% | 7.6% | ||
| Q2 25 | 2.1% | 6.6% | ||
| Q1 25 | 2.1% | 6.2% | ||
| Q4 24 | 2.2% | 7.5% | ||
| Q3 24 | 3.3% | 6.7% | ||
| Q2 24 | 2.9% | 6.0% |
现金转化率
PWR
SW
| Q1 26 | 1.69× | 3.24× | ||
| Q4 25 | 3.56× | 12.32× | ||
| Q3 25 | 1.66× | 4.61× | ||
| Q2 25 | 1.29× | — | ||
| Q1 25 | 1.69× | 0.61× | ||
| Q4 24 | 2.29× | 5.35× | ||
| Q3 24 | 2.52× | — | ||
| Q2 24 | 2.08× | 2.58× |
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
PWR
| Electric | $6.5B | 82% |
| Underground and Infrastructure | $1.4B | 18% |
SW
暂无分部数据