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Quanta Services(PWR)与Stryker Corporation(SYK)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Stryker Corporation的1.1倍($7.8B vs $7.2B),Stryker Corporation净利率更高(11.8% vs 4.0%,领先7.8%),Quanta Services同比增速更快(19.7% vs 11.4%),Stryker Corporation自由现金流更多($1.9B vs $934.0M),过去两年Quanta Services的营收复合增速更高(24.8% vs 16.9%)
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。
斯特赖克是一款八轮装甲战车,衍生自加拿大LAV III步兵战车,而后者源自瑞士莫瓦格食人鱼系列装甲车。该型战车由加拿大通用动力陆地系统公司为美国陆军生产,制造工厂位于安大略省伦敦市。它默认采用8×4四轮驱动,可切换为8×8全轮驱动模式。
PWR vs SYK — 直观对比
营收规模更大
PWR
是对方的1.1倍
$7.2B
营收增速更快
PWR
高出8.2%
11.4%
净利率更高
SYK
高出7.8%
4.0%
自由现金流更多
SYK
多$941.0M
$934.0M
两年增速更快
PWR
近两年复合增速
16.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $7.8B | $7.2B |
| 净利润 | $316.6M | $849.0M |
| 毛利率 | 15.5% | 64.5% |
| 营业利润率 | 6.2% | 25.2% |
| 净利率 | 4.0% | 11.8% |
| 营收同比 | 19.7% | 11.4% |
| 净利润同比 | 2.0% | 55.5% |
| 每股收益(稀释后) | $2.08 | $2.20 |
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
SYK
| Q4 25 | $7.8B | $7.2B | ||
| Q3 25 | $7.6B | $6.1B | ||
| Q2 25 | $6.8B | $6.0B | ||
| Q1 25 | $6.2B | $5.9B | ||
| Q4 24 | $6.6B | $6.4B | ||
| Q3 24 | $6.5B | $5.5B | ||
| Q2 24 | $5.6B | $5.4B | ||
| Q1 24 | $5.0B | $5.2B |
净利润
PWR
SYK
| Q4 25 | $316.6M | $849.0M | ||
| Q3 25 | $339.4M | $859.0M | ||
| Q2 25 | $229.3M | $884.0M | ||
| Q1 25 | $144.3M | $654.0M | ||
| Q4 24 | $310.3M | $546.0M | ||
| Q3 24 | $293.2M | $834.0M | ||
| Q2 24 | $188.2M | $825.0M | ||
| Q1 24 | $118.4M | $788.0M |
毛利率
PWR
SYK
| Q4 25 | 15.5% | 64.5% | ||
| Q3 25 | 15.9% | 63.6% | ||
| Q2 25 | 14.9% | 63.8% | ||
| Q1 25 | 13.4% | 63.8% | ||
| Q4 24 | 16.2% | 64.9% | ||
| Q3 24 | 15.6% | 64.0% | ||
| Q2 24 | 14.5% | 63.0% | ||
| Q1 24 | 12.4% | 63.6% |
营业利润率
PWR
SYK
| Q4 25 | 6.2% | 25.2% | ||
| Q3 25 | 6.8% | 18.7% | ||
| Q2 25 | 5.5% | 18.5% | ||
| Q1 25 | 3.8% | 14.3% | ||
| Q4 24 | 6.9% | 9.0% | ||
| Q3 24 | 6.6% | 19.7% | ||
| Q2 24 | 5.5% | 19.4% | ||
| Q1 24 | 3.1% | 18.5% |
净利率
PWR
SYK
| Q4 25 | 4.0% | 11.8% | ||
| Q3 25 | 4.4% | 14.2% | ||
| Q2 25 | 3.4% | 14.7% | ||
| Q1 25 | 2.3% | 11.1% | ||
| Q4 24 | 4.7% | 8.5% | ||
| Q3 24 | 4.5% | 15.2% | ||
| Q2 24 | 3.4% | 15.2% | ||
| Q1 24 | 2.4% | 15.0% |
每股收益(稀释后)
PWR
SYK
| Q4 25 | $2.08 | $2.20 | ||
| Q3 25 | $2.24 | $2.22 | ||
| Q2 25 | $1.52 | $2.29 | ||
| Q1 25 | $0.96 | $1.69 | ||
| Q4 24 | $2.03 | $1.41 | ||
| Q3 24 | $1.95 | $2.16 | ||
| Q2 24 | $1.26 | $2.14 | ||
| Q1 24 | $0.79 | $2.05 |
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 | $4.0B |
| 总债务越低越好 | $5.2B | — |
| 股东权益账面价值 | $8.9B | $22.4B |
| 总资产 | $24.9B | $47.8B |
| 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
SYK
| Q4 25 | $439.5M | $4.0B | ||
| Q3 25 | $610.4M | $3.3B | ||
| Q2 25 | $509.5M | $2.4B | ||
| Q1 25 | $520.6M | $2.3B | ||
| Q4 24 | $742.0M | $3.7B | ||
| Q3 24 | $764.1M | $3.9B | ||
| Q2 24 | $518.1M | $1.9B | ||
| Q1 24 | $531.1M | $2.3B |
总债务
PWR
SYK
| 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
SYK
| Q4 25 | $8.9B | $22.4B | ||
| Q3 25 | $8.4B | $21.8B | ||
| Q2 25 | $7.9B | $21.2B | ||
| Q1 25 | $7.5B | $20.9B | ||
| Q4 24 | $7.3B | $20.6B | ||
| Q3 24 | $7.1B | $20.1B | ||
| Q2 24 | $6.6B | $19.8B | ||
| Q1 24 | $6.4B | $19.2B |
总资产
PWR
SYK
| Q4 25 | $24.9B | $47.8B | ||
| Q3 25 | $22.7B | $47.1B | ||
| Q2 25 | $19.9B | $46.3B | ||
| Q1 25 | $19.1B | $46.0B | ||
| Q4 24 | $18.7B | $43.0B | ||
| Q3 24 | $18.9B | $43.8B | ||
| Q2 24 | $15.9B | $39.1B | ||
| Q1 24 | $15.5B | $39.4B |
负债/权益比
PWR
SYK
| 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 | $2.1B |
| 自由现金流经营现金流 - 资本支出 | $934.0M | $1.9B |
| 自由现金流率自由现金流/营收 | 11.9% | 26.1% |
| 资本支出强度资本支出/营收 | 2.5% | 3.7% |
| 现金转化率经营现金流/净利润 | 3.56× | 2.52× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $4.3B |
8季度趋势,按日历期对齐
经营现金流
PWR
SYK
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $563.5M | $1.5B | ||
| Q2 25 | $295.7M | $1.1B | ||
| Q1 25 | $243.2M | $250.0M | ||
| Q4 24 | $712.0M | $1.9B | ||
| Q3 24 | $739.9M | $1.5B | ||
| Q2 24 | $391.3M | $633.0M | ||
| Q1 24 | $238.0M | $204.0M |
自由现金流
PWR
SYK
| Q4 25 | $934.0M | $1.9B | ||
| Q3 25 | $421.0M | $1.4B | ||
| Q2 25 | $155.4M | $928.0M | ||
| Q1 25 | $110.4M | $127.0M | ||
| Q4 24 | $565.0M | $1.7B | ||
| Q3 24 | $527.4M | $1.3B | ||
| Q2 24 | $229.9M | $481.0M | ||
| Q1 24 | $154.8M | $37.0M |
自由现金流率
PWR
SYK
| Q4 25 | 11.9% | 26.1% | ||
| Q3 25 | 5.5% | 22.3% | ||
| Q2 25 | 2.3% | 15.4% | ||
| Q1 25 | 1.8% | 2.2% | ||
| Q4 24 | 8.6% | 25.9% | ||
| Q3 24 | 8.1% | 23.7% | ||
| Q2 24 | 4.1% | 8.9% | ||
| Q1 24 | 3.1% | 0.7% |
资本支出强度
PWR
SYK
| Q4 25 | 2.5% | 3.7% | ||
| Q3 25 | 1.9% | 3.1% | ||
| Q2 25 | 2.1% | 3.0% | ||
| Q1 25 | 2.1% | 2.1% | ||
| Q4 24 | 2.2% | 4.1% | ||
| Q3 24 | 3.3% | 3.1% | ||
| Q2 24 | 2.9% | 2.8% | ||
| Q1 24 | 1.7% | 3.2% |
现金转化率
PWR
SYK
| Q4 25 | 3.56× | 2.52× | ||
| Q3 25 | 1.66× | 1.79× | ||
| Q2 25 | 1.29× | 1.26× | ||
| Q1 25 | 1.69× | 0.38× | ||
| Q4 24 | 2.29× | 3.54× | ||
| Q3 24 | 2.52× | 1.77× | ||
| Q2 24 | 2.08× | 0.77× | ||
| Q1 24 | 2.01× | 0.26× |
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
暂无分部数据
SYK
| Medical | $1.3B | 18% |
| Endoscopy | $1.1B | 16% |
| Traumaand Extremities | $1.1B | 15% |
| Instruments | $925.0M | 13% |
| Knees | $749.0M | 10% |
| Neuro Cranial | $669.0M | 9% |
| Neurovascular | $539.0M | 8% |
| Hips | $499.0M | 7% |
| Other Orthopaedics | $267.0M | 4% |
| Spine | $8.0M | 0% |