vs
南方铜业（SCCO）与闪迪（SNDK）财务数据对比。点击上方公司名可切换其他公司
南方铜业的季度营收约是闪迪的1.3倍（$3.9B vs $3.0B），南方铜业净利率更高（33.9% vs 26.5%，领先7.3%），闪迪同比增速更快（78.5% vs 39.0%），南方铜业自由现金流更多（$1.1B vs $980.0M）
南方铜业注册地为美国特拉华州，总部位于亚利桑那州凤凰城，在秘鲁、墨西哥两地持有多座铜矿、冶炼厂及精炼厂，旗下拥有夸霍内、托克帕拉、布埃纳维斯塔等知名矿山。2024年公司铜产量达21亿磅，同时产出银、钼、锌等多种金属。
闪迪是总部位于美国加利福尼亚州米尔皮塔斯的跨国计算机科技企业，主要设计生产闪存相关产品，涵盖存储卡、U盘、固态硬盘等品类。公司1988年由伊莱·哈拉里、桑贾伊·梅洛特拉、袁志坤共同创立，最初名为SunDisk，现品牌名取自创始人桑贾伊的名字与disk的组合。
SCCO vs SNDK — 直观对比
营收规模更大
SCCO
是对方的1.3倍
$3.0B
营收增速更快
SNDK
高出39.5%
39.0%
净利率更高
SCCO
高出7.3%
26.5%
自由现金流更多
SCCO
多$91.7M
$980.0M
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $3.0B |
| 净利润 | $1.3B | $803.0M |
| 毛利率 | 62.0% | 50.9% |
| 营业利润率 | 54.5% | 35.2% |
| 净利率 | 33.9% | 26.5% |
| 营收同比 | 39.0% | 78.5% |
| 净利润同比 | 64.7% | 141.5% |
| 每股收益（稀释后） | $1.49 | $5.15 |
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SCCOSNDK
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.9B | $2.3B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.1B | $1.9B | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.9B | $1.9B | ||
| Q2 24 | $3.1B | — |
净利润SCCOSNDK
| Q1 26 | — | $803.0M | ||
| Q4 25 | $1.3B | $112.0M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $976.7M | $-23.0M | ||
| Q1 25 | $949.1M | $-1.9B | ||
| Q4 24 | $796.2M | $104.0M | ||
| Q3 24 | $899.8M | $211.0M | ||
| Q2 24 | $953.8M | — |
毛利率SCCOSNDK
| Q1 26 | — | 50.9% | ||
| Q4 25 | 62.0% | 29.8% | ||
| Q3 25 | 59.8% | — | ||
| Q2 25 | 60.3% | 26.2% | ||
| Q1 25 | 57.7% | 22.5% | ||
| Q4 24 | 56.5% | 32.3% | ||
| Q3 24 | 58.3% | 38.6% | ||
| Q2 24 | 59.9% | — |
营业利润率SCCOSNDK
| Q1 26 | — | 35.2% | ||
| Q4 25 | 54.5% | 7.6% | ||
| Q3 25 | 52.4% | — | ||
| Q2 25 | 52.0% | 0.9% | ||
| Q1 25 | 49.2% | -111.0% | ||
| Q4 24 | 47.0% | 10.4% | ||
| Q3 24 | 49.5% | 15.5% | ||
| Q2 24 | 51.5% | — |
净利率SCCOSNDK
| Q1 26 | — | 26.5% | ||
| Q4 25 | 33.9% | 4.9% | ||
| Q3 25 | 32.9% | — | ||
| Q2 25 | 32.0% | -1.2% | ||
| Q1 25 | 30.4% | -114.0% | ||
| Q4 24 | 28.6% | 5.5% | ||
| Q3 24 | 30.7% | 11.2% | ||
| Q2 24 | 30.6% | — |
每股收益（稀释后）SCCOSNDK
| Q1 26 | — | $5.15 | ||
| Q4 25 | $1.49 | $0.75 | ||
| Q3 25 | $1.35 | — | ||
| Q2 25 | $1.21 | $-0.17 | ||
| Q1 25 | $1.19 | $-13.33 | ||
| Q4 24 | $1.02 | $0.72 | ||
| Q3 24 | $1.15 | $1.46 | ||
| Q2 24 | $1.22 | — |
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 | $4.9B | $1.5B |
| 总债务越低越好 | $6.8B | $603.0M |
| 股东权益账面价值 | $11.0B | $10.2B |
| 总资产 | $21.4B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资SCCOSNDK
| Q1 26 | — | $1.5B | ||
| Q4 25 | $4.9B | $1.4B | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.0B | $1.5B | ||
| Q1 25 | $4.3B | $1.5B | ||
| Q4 24 | $3.5B | $804.0M | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $2.2B | — |
总债务SCCOSNDK
| Q1 26 | — | $603.0M | ||
| Q4 25 | $6.8B | $1.4B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $6.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $6.3B | — |
股东权益SCCOSNDK
| Q1 26 | — | $10.2B | ||
| Q4 25 | $11.0B | $9.4B | ||
| Q3 25 | $10.4B | — | ||
| Q2 25 | $10.0B | $9.2B | ||
| Q1 25 | $9.6B | $9.2B | ||
| Q4 24 | $9.2B | $12.0B | ||
| Q3 24 | $8.9B | $12.1B | ||
| Q2 24 | $8.5B | — |
总资产SCCOSNDK
| Q1 26 | — | $13.0B | ||
| Q4 25 | $21.4B | $12.7B | ||
| Q3 25 | $20.3B | — | ||
| Q2 25 | $19.6B | $13.0B | ||
| Q1 25 | $19.8B | $13.0B | ||
| Q4 24 | $18.7B | $14.2B | ||
| Q3 24 | $18.4B | — | ||
| Q2 24 | $17.8B | — |
负债/权益比SCCOSNDK
| Q1 26 | — | 0.06× | ||
| Q4 25 | 0.61× | 0.14× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.74× | — |
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 | $1.5B | $1.0B |
| 自由现金流经营现金流 - 资本支出 | $1.1B | $980.0M |
| 自由现金流率自由现金流/营收 | 27.7% | 32.4% |
| 资本支出强度资本支出/营收 | 10.9% | 1.3% |
| 现金转化率经营现金流/净利润 | 1.14× | 1.27× |
| 过去12个月自由现金流最近4个季度 | $3.4B | — |
8季度趋势，按日历期对齐
经营现金流SCCOSNDK
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.5B | $488.0M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $976.8M | — | ||
| Q1 25 | $721.4M | $26.0M | ||
| Q4 24 | $1.4B | $95.0M | ||
| Q3 24 | $1.4B | $-131.0M | ||
| Q2 24 | $962.1M | — |
自由现金流SCCOSNDK
| Q1 26 | — | $980.0M | ||
| Q4 25 | $1.1B | $438.0M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $741.1M | — | ||
| Q1 25 | $403.6M | $-18.0M | ||
| Q4 24 | $1.1B | $47.0M | ||
| Q3 24 | $1.2B | $-198.0M | ||
| Q2 24 | $630.3M | — |
自由现金流率SCCOSNDK
| Q1 26 | — | 32.4% | ||
| Q4 25 | 27.7% | 19.0% | ||
| Q3 25 | 35.8% | — | ||
| Q2 25 | 24.3% | — | ||
| Q1 25 | 12.9% | -1.1% | ||
| Q4 24 | 40.4% | 2.5% | ||
| Q3 24 | 40.7% | -10.5% | ||
| Q2 24 | 20.2% | — |
资本支出强度SCCOSNDK
| Q1 26 | — | 1.3% | ||
| Q4 25 | 10.9% | 2.2% | ||
| Q3 25 | 10.3% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 10.2% | 2.6% | ||
| Q4 24 | 8.5% | 2.6% | ||
| Q3 24 | 8.4% | 3.6% | ||
| Q2 24 | 10.6% | — |
现金转化率SCCOSNDK
| Q1 26 | — | 1.27× | ||
| Q4 25 | 1.14× | 4.36× | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 0.76× | — | ||
| Q4 24 | 1.71× | 0.91× | ||
| Q3 24 | 1.60× | -0.62× | ||
| Q2 24 | 1.01× | — |
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
SCCO
| Other | $1.3B | 32% |
| MX | $726.4M | 19% |
| CH | $560.4M | 14% |
| PE | $218.8M | 6% |
| Silver | $201.1M | 5% |
| BR | $157.9M | 4% |
| CL | $149.0M | 4% |
| Molybdenum | $143.3M | 4% |
| ES | $130.8M | 3% |
| Mexican IMMSA Unit | $129.8M | 3% |
| IT | $107.1M | 3% |
| Zinc | $88.8M | 2% |
SNDK
| Edge | $1.7B | 55% |
| Consumer | $907.0M | 30% |
| Datacenter | $440.0M | 15% |
