vs
Quanta Services(PWR)与泰森食品(TSN)财务数据对比。点击上方公司名可切换其他公司
泰森食品的季度营收约是Quanta Services的1.8倍($14.3B vs $7.8B),Quanta Services净利率更高(4.0% vs 0.6%,领先3.4%),Quanta Services同比增速更快(19.7% vs 5.1%),Quanta Services自由现金流更多($934.0M vs $690.0M),过去两年Quanta Services的营收复合增速更高(24.8% vs 4.6%)
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。
泰森食品是总部位于美国阿肯色州斯普林代尔的跨国食品企业,是仅次于JBS的全球第二大鸡肉、牛肉、猪肉加工销售商,同时是美国规模最大的肉类企业,常年位居美国牛肉出口占比首位,旗下运营泰森、Jimmy Dean、Hillshire Farm等多个知名食品品牌。
PWR vs TSN — 直观对比
营收规模更大
TSN
是对方的1.8倍
$7.8B
营收增速更快
PWR
高出14.6%
5.1%
净利率更高
PWR
高出3.4%
0.6%
自由现金流更多
PWR
多$244.0M
$690.0M
两年增速更快
PWR
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $7.8B | $14.3B |
| 净利润 | $316.6M | $85.0M |
| 毛利率 | 15.5% | 5.6% |
| 营业利润率 | 6.2% | 2.1% |
| 净利率 | 4.0% | 0.6% |
| 营收同比 | 19.7% | 5.1% |
| 净利润同比 | 2.0% | -76.3% |
| 每股收益(稀释后) | $2.08 | $0.24 |
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
TSN
| Q4 25 | $7.8B | $14.3B | ||
| Q3 25 | $7.6B | $13.9B | ||
| Q2 25 | $6.8B | $13.9B | ||
| Q1 25 | $6.2B | $13.1B | ||
| Q4 24 | $6.6B | $13.6B | ||
| Q3 24 | $6.5B | $13.6B | ||
| Q2 24 | $5.6B | $13.4B | ||
| Q1 24 | $5.0B | $13.1B |
净利润
PWR
TSN
| Q4 25 | $316.6M | $85.0M | ||
| Q3 25 | $339.4M | $47.0M | ||
| Q2 25 | $229.3M | $61.0M | ||
| Q1 25 | $144.3M | $7.0M | ||
| Q4 24 | $310.3M | $359.0M | ||
| Q3 24 | $293.2M | $357.0M | ||
| Q2 24 | $188.2M | $191.0M | ||
| Q1 24 | $118.4M | $145.0M |
毛利率
PWR
TSN
| Q4 25 | 15.5% | 5.6% | ||
| Q3 25 | 15.9% | 5.2% | ||
| Q2 25 | 14.9% | 8.2% | ||
| Q1 25 | 13.4% | 4.6% | ||
| Q4 24 | 16.2% | 8.0% | ||
| Q3 24 | 15.6% | 7.8% | ||
| Q2 24 | 14.5% | 6.6% | ||
| Q1 24 | 12.4% | 6.6% |
营业利润率
PWR
TSN
| Q4 25 | 6.2% | 2.1% | ||
| Q3 25 | 6.8% | 1.1% | ||
| Q2 25 | 5.5% | 1.9% | ||
| Q1 25 | 3.8% | 0.8% | ||
| Q4 24 | 6.9% | 4.3% | ||
| Q3 24 | 6.6% | 3.9% | ||
| Q2 24 | 5.5% | 2.6% | ||
| Q1 24 | 3.1% | 2.4% |
净利率
PWR
TSN
| Q4 25 | 4.0% | 0.6% | ||
| Q3 25 | 4.4% | 0.3% | ||
| Q2 25 | 3.4% | 0.4% | ||
| Q1 25 | 2.3% | 0.1% | ||
| Q4 24 | 4.7% | 2.6% | ||
| Q3 24 | 4.5% | 2.6% | ||
| Q2 24 | 3.4% | 1.4% | ||
| Q1 24 | 2.4% | 1.1% |
每股收益(稀释后)
PWR
TSN
| Q4 25 | $2.08 | $0.24 | ||
| Q3 25 | $2.24 | $0.13 | ||
| Q2 25 | $1.52 | $0.17 | ||
| Q1 25 | $0.96 | $0.02 | ||
| Q4 24 | $2.03 | $1.01 | ||
| Q3 24 | $1.95 | $1.00 | ||
| Q2 24 | $1.26 | $0.54 | ||
| Q1 24 | $0.79 | $0.41 |
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 | $1.3B |
| 总债务越低越好 | $5.2B | $7.5B |
| 股东权益账面价值 | $8.9B | $18.0B |
| 总资产 | $24.9B | $36.0B |
| 负债/权益比越低杠杆越低 | 0.59× | 0.41× |
8季度趋势,按日历期对齐
现金及短期投资
PWR
TSN
| Q4 25 | $439.5M | $1.3B | ||
| Q3 25 | $610.4M | $1.2B | ||
| Q2 25 | $509.5M | $1.5B | ||
| Q1 25 | $520.6M | $992.0M | ||
| Q4 24 | $742.0M | $2.3B | ||
| Q3 24 | $764.1M | $1.7B | ||
| Q2 24 | $518.1M | $2.6B | ||
| Q1 24 | $531.1M | $2.2B |
总债务
PWR
TSN
| Q4 25 | $5.2B | $7.5B | ||
| Q3 25 | $5.5B | $7.9B | ||
| Q2 25 | $4.7B | $8.2B | ||
| Q1 25 | $4.4B | $8.2B | ||
| Q4 24 | $4.1B | $9.7B | ||
| Q3 24 | $4.1B | $9.7B | ||
| Q2 24 | $3.0B | $9.7B | ||
| Q1 24 | $3.2B | $9.6B |
股东权益
PWR
TSN
| Q4 25 | $8.9B | $18.0B | ||
| Q3 25 | $8.4B | $18.1B | ||
| Q2 25 | $7.9B | $18.3B | ||
| Q1 25 | $7.5B | $18.4B | ||
| Q4 24 | $7.3B | $18.5B | ||
| Q3 24 | $7.1B | $18.4B | ||
| Q2 24 | $6.6B | $18.1B | ||
| Q1 24 | $6.4B | $18.1B |
总资产
PWR
TSN
| Q4 25 | $24.9B | $36.0B | ||
| Q3 25 | $22.7B | $36.7B | ||
| Q2 25 | $19.9B | $36.5B | ||
| Q1 25 | $19.1B | $36.3B | ||
| Q4 24 | $18.7B | $37.3B | ||
| Q3 24 | $18.9B | $37.1B | ||
| Q2 24 | $15.9B | $37.7B | ||
| Q1 24 | $15.5B | $37.5B |
负债/权益比
PWR
TSN
| Q4 25 | 0.59× | 0.41× | ||
| Q3 25 | 0.66× | 0.44× | ||
| Q2 25 | 0.59× | 0.45× | ||
| Q1 25 | 0.58× | 0.44× | ||
| Q4 24 | 0.56× | 0.52× | ||
| Q3 24 | 0.58× | 0.53× | ||
| Q2 24 | 0.45× | 0.54× | ||
| Q1 24 | 0.50× | 0.53× |
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 | $942.0M |
| 自由现金流经营现金流 - 资本支出 | $934.0M | $690.0M |
| 自由现金流率自由现金流/营收 | 11.9% | 4.8% |
| 资本支出强度资本支出/营收 | 2.5% | 1.8% |
| 现金转化率经营现金流/净利润 | 3.56× | 11.08× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $1.1B |
8季度趋势,按日历期对齐
经营现金流
PWR
TSN
| Q4 25 | $1.1B | $942.0M | ||
| Q3 25 | $563.5M | $535.0M | ||
| Q2 25 | $295.7M | $774.0M | ||
| Q1 25 | $243.2M | $-185.0M | ||
| Q4 24 | $712.0M | $1.0B | ||
| Q3 24 | $739.9M | $617.0M | ||
| Q2 24 | $391.3M | $796.0M | ||
| Q1 24 | $238.0M | $-123.0M |
自由现金流
PWR
TSN
| Q4 25 | $934.0M | $690.0M | ||
| Q3 25 | $421.0M | $248.0M | ||
| Q2 25 | $155.4M | $547.0M | ||
| Q1 25 | $110.4M | $-378.0M | ||
| Q4 24 | $565.0M | $760.0M | ||
| Q3 24 | $527.4M | $369.0M | ||
| Q2 24 | $229.9M | $533.0M | ||
| Q1 24 | $154.8M | $-390.0M |
自由现金流率
PWR
TSN
| Q4 25 | 11.9% | 4.8% | ||
| Q3 25 | 5.5% | 1.8% | ||
| Q2 25 | 2.3% | 3.9% | ||
| Q1 25 | 1.8% | -2.9% | ||
| Q4 24 | 8.6% | 5.6% | ||
| Q3 24 | 8.1% | 2.7% | ||
| Q2 24 | 4.1% | 4.0% | ||
| Q1 24 | 3.1% | -3.0% |
资本支出强度
PWR
TSN
| Q4 25 | 2.5% | 1.8% | ||
| Q3 25 | 1.9% | 2.1% | ||
| Q2 25 | 2.1% | 1.6% | ||
| Q1 25 | 2.1% | 1.5% | ||
| Q4 24 | 2.2% | 2.0% | ||
| Q3 24 | 3.3% | 1.8% | ||
| Q2 24 | 2.9% | 2.0% | ||
| Q1 24 | 1.7% | 2.0% |
现金转化率
PWR
TSN
| Q4 25 | 3.56× | 11.08× | ||
| Q3 25 | 1.66× | 11.38× | ||
| Q2 25 | 1.29× | 12.69× | ||
| Q1 25 | 1.69× | -26.43× | ||
| Q4 24 | 2.29× | 2.87× | ||
| Q3 24 | 2.52× | 1.73× | ||
| Q2 24 | 2.08× | 4.17× | ||
| Q1 24 | 2.01× | -0.85× |
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
TSN
| Beef | $5.8B | 40% |
| Retail Sales Channel | $2.9B | 20% |
| Pork | $1.6B | 11% |
| Foodservice Sales Channel | $1.6B | 11% |
| Other | $776.0M | 5% |
| Industrialand Other Sales Channel | $575.0M | 4% |
| International Sales Channel | $542.0M | 4% |
| Intersegment Revenues | $534.0M | 4% |