vs
南方铜业（SCCO）与W. R. Berkley Corporation（WRB）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W. R. Berkley Corporation的1.0倍（$3.9B vs $3.7B），南方铜业净利率更高（33.9% vs 14.0%，领先19.9%），南方铜业同比增速更快（39.0% vs 4.0%），过去两年南方铜业的营收复合增速更高（22.0% vs 5.5%）
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。
W. R. Berkley Corporation由威廉·罗伯特·伯克利创立，他目前担任该公司董事长，同时兼任纽约大学校董会主席，在企业经营管理及高等教育治理领域均具备深厚的经验积累。
SCCO vs WRB — 直观对比
营收规模更大
SCCO
是对方的1.0倍
$3.7B
营收增速更快
SCCO
高出35.0%
4.0%
净利率更高
SCCO
高出19.9%
14.0%
两年增速更快
SCCO
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $3.7B |
| 净利润 | $1.3B | $515.2M |
| 毛利率 | 62.0% | — |
| 营业利润率 | 54.5% | — |
| 净利率 | 33.9% | 14.0% |
| 营收同比 | 39.0% | 4.0% |
| 净利润同比 | 64.7% | 23.4% |
| 每股收益（稀释后） | $1.49 | $1.31 |
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SCCOWRB
| Q1 26 | — | $3.7B | ||
| Q4 25 | $3.9B | $3.7B | ||
| Q3 25 | $3.4B | $3.8B | ||
| Q2 25 | $3.1B | $3.7B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $2.8B | $3.7B | ||
| Q3 24 | $2.9B | $3.4B | ||
| Q2 24 | $3.1B | $3.3B |
净利润SCCOWRB
| Q1 26 | — | $515.2M | ||
| Q4 25 | $1.3B | $449.5M | ||
| Q3 25 | $1.1B | $511.0M | ||
| Q2 25 | $976.7M | $401.3M | ||
| Q1 25 | $949.1M | $417.6M | ||
| Q4 24 | $796.2M | $576.1M | ||
| Q3 24 | $899.8M | $365.6M | ||
| Q2 24 | $953.8M | $371.9M |
毛利率SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | 62.0% | — | ||
| Q3 25 | 59.8% | — | ||
| Q2 25 | 60.3% | — | ||
| Q1 25 | 57.7% | — | ||
| Q4 24 | 56.5% | — | ||
| Q3 24 | 58.3% | — | ||
| Q2 24 | 59.9% | — |
营业利润率SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | 54.5% | 15.4% | ||
| Q3 25 | 52.4% | 17.2% | ||
| Q2 25 | 52.0% | 14.2% | ||
| Q1 25 | 49.2% | 15.2% | ||
| Q4 24 | 47.0% | 19.9% | ||
| Q3 24 | 49.5% | 14.0% | ||
| Q2 24 | 51.5% | 14.7% |
净利率SCCOWRB
| Q1 26 | — | 14.0% | ||
| Q4 25 | 33.9% | 12.1% | ||
| Q3 25 | 32.9% | 13.6% | ||
| Q2 25 | 32.0% | 10.9% | ||
| Q1 25 | 30.4% | 11.8% | ||
| Q4 24 | 28.6% | 15.7% | ||
| Q3 24 | 30.7% | 10.8% | ||
| Q2 24 | 30.6% | 11.2% |
每股收益（稀释后）SCCOWRB
| Q1 26 | — | $1.31 | ||
| Q4 25 | $1.49 | $1.13 | ||
| Q3 25 | $1.35 | $1.28 | ||
| Q2 25 | $1.21 | $1.00 | ||
| Q1 25 | $1.19 | $1.04 | ||
| Q4 24 | $1.02 | $0.89 | ||
| Q3 24 | $1.15 | $0.91 | ||
| Q2 24 | $1.22 | $0.92 |
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 | $2.1B |
| 总债务越低越好 | $6.8B | — |
| 股东权益账面价值 | $11.0B | — |
| 总资产 | $21.4B | $44.3B |
| 负债/权益比越低杠杆越低 | 0.61× | — |
8季度趋势，按日历期对齐
现金及短期投资SCCOWRB
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.9B | $2.5B | ||
| Q3 25 | $4.5B | $2.4B | ||
| Q2 25 | $4.0B | $2.0B | ||
| Q1 25 | $4.3B | $1.7B | ||
| Q4 24 | $3.5B | $2.0B | ||
| Q3 24 | $3.0B | $1.6B | ||
| Q2 24 | $2.2B | $1.6B |
总债务SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | $6.8B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $6.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $6.3B | — |
股东权益SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | $11.0B | $9.7B | ||
| Q3 25 | $10.4B | $9.8B | ||
| Q2 25 | $10.0B | $9.3B | ||
| Q1 25 | $9.6B | $8.9B | ||
| Q4 24 | $9.2B | $8.4B | ||
| Q3 24 | $8.9B | $8.4B | ||
| Q2 24 | $8.5B | $7.8B |
总资产SCCOWRB
| Q1 26 | — | $44.3B | ||
| Q4 25 | $21.4B | $44.1B | ||
| Q3 25 | $20.3B | $43.7B | ||
| Q2 25 | $19.6B | $42.7B | ||
| Q1 25 | $19.8B | $41.3B | ||
| Q4 24 | $18.7B | $40.6B | ||
| Q3 24 | $18.4B | $40.4B | ||
| Q2 24 | $17.8B | $38.9B |
负债/权益比SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $1.1B | — |
| 自由现金流率自由现金流/营收 | 27.7% | — |
| 资本支出强度资本支出/营收 | 10.9% | — |
| 现金转化率经营现金流/净利润 | 1.14× | — |
| 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SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $995.1M | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $976.8M | $703.8M | ||
| Q1 25 | $721.4M | $743.8M | ||
| Q4 24 | $1.4B | $810.0M | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $962.1M | $881.3M |
自由现金流SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $741.1M | — | ||
| Q1 25 | $403.6M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $630.3M | — |
自由现金流率SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | 27.7% | — | ||
| Q3 25 | 35.8% | — | ||
| Q2 25 | 24.3% | — | ||
| Q1 25 | 12.9% | — | ||
| Q4 24 | 40.4% | — | ||
| Q3 24 | 40.7% | — | ||
| Q2 24 | 20.2% | — |
资本支出强度SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 10.3% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 10.2% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 10.6% | — |
现金转化率SCCOWRB
| Q1 26 | — | — | ||
| Q4 25 | 1.14× | 2.21× | ||
| Q3 25 | 1.40× | 2.23× | ||
| Q2 25 | 1.00× | 1.75× | ||
| Q1 25 | 0.76× | 1.78× | ||
| Q4 24 | 1.71× | 1.41× | ||
| Q3 24 | 1.60× | 3.39× | ||
| Q2 24 | 1.01× | 2.37× |
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% |
WRB
暂无分部数据
