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Solaris Energy Infrastructure, Inc.（SEI）与威德福国际（WFRD）财务数据对比。点击上方公司名可切换其他公司
威德福国际的季度营收约是Solaris Energy Infrastructure, Inc.的6.4倍（$1.2B vs $179.7M）。威德福国际净利率更高（9.5% vs -0.9%，领先10.4%）。Solaris Energy Infrastructure, Inc.同比增速更快（86.6% vs -8.3%）。威德福国际自由现金流更多（$85.0M vs $-158.6M）。过去两年Solaris Energy Infrastructure, Inc.的营收复合增速更高（62.7% vs -9.5%）
AGL能源有限公司是澳大利亚上市企业，业务涵盖民用及商用电力、天然气的生产与零售，是国家电力市场三大零售商之一。作为澳大利亚最大的电力生产商，该公司同时也是该国最大的碳排放主体。
威德福国际是一家美国跨国油田服务企业，总部位于美国，业务覆盖全球75个国家的油气产区，为油气井的钻探、评估、完井、生产及修井作业提供专业技术设备与相关服务，在全球油田服务领域拥有广泛布局。
SEI vs WFRD — 直观对比
营收规模更大
WFRD
是对方的6.4倍
$179.7M
营收增速更快
SEI
高出94.9%
-8.3%
净利率更高
WFRD
高出10.4%
-0.9%
自由现金流更多
WFRD
多$243.6M
$-158.6M
两年增速更快
SEI
近两年复合增速
-9.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $179.7M | $1.2B |
| 净利润 | $-1.7M | $109.0M |
| 毛利率 | — | — |
| 营业利润率 | 22.2% | 10.7% |
| 净利率 | -0.9% | 9.5% |
| 营收同比 | 86.6% | -8.3% |
| 净利润同比 | -126.5% | -21.6% |
| 每股收益（稀释后） | — | $1.49 |
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SEIWFRD
| Q1 26 | — | $1.2B | ||
| Q4 25 | $179.7M | $1.3B | ||
| Q3 25 | $166.8M | $1.2B | ||
| Q2 25 | $149.3M | $1.2B | ||
| Q1 25 | $126.3M | $1.2B | ||
| Q4 24 | $96.3M | $1.3B | ||
| Q3 24 | $75.0M | $1.4B | ||
| Q2 24 | $73.9M | $1.4B |
净利润SEIWFRD
| Q1 26 | — | $109.0M | ||
| Q4 25 | $-1.7M | $138.0M | ||
| Q3 25 | $14.6M | $81.0M | ||
| Q2 25 | $12.0M | $136.0M | ||
| Q1 25 | $5.3M | $76.0M | ||
| Q4 24 | $6.3M | $112.0M | ||
| Q3 24 | $-968.0K | $157.0M | ||
| Q2 24 | $6.2M | $125.0M |
营业利润率SEIWFRD
| Q1 26 | — | 10.7% | ||
| Q4 25 | 22.2% | 15.4% | ||
| Q3 25 | 22.7% | 14.4% | ||
| Q2 25 | 23.8% | 19.7% | ||
| Q1 25 | 17.5% | 11.9% | ||
| Q4 24 | 26.7% | 14.8% | ||
| Q3 24 | 7.0% | 17.2% | ||
| Q2 24 | 16.0% | 18.8% |
净利率SEIWFRD
| Q1 26 | — | 9.5% | ||
| Q4 25 | -0.9% | 10.7% | ||
| Q3 25 | 8.7% | 6.6% | ||
| Q2 25 | 8.0% | 11.3% | ||
| Q1 25 | 4.2% | 6.4% | ||
| Q4 24 | 6.5% | 8.4% | ||
| Q3 24 | -1.3% | 11.1% | ||
| Q2 24 | 8.4% | 8.9% |
每股收益（稀释后）SEIWFRD
| Q1 26 | — | $1.49 | ||
| Q4 25 | — | $1.91 | ||
| Q3 25 | — | $1.12 | ||
| Q2 25 | — | $1.87 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.53 | ||
| Q3 24 | — | $2.06 | ||
| Q2 24 | — | $1.66 |
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 | $353.3M | $1.0B |
| 总债务越低越好 | $184.0M | $1.5B |
| 股东权益账面价值 | $564.3M | $1.8B |
| 总资产 | $2.1B | — |
| 负债/权益比越低杠杆越低 | 0.33× | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资SEIWFRD
| Q1 26 | — | $1.0B | ||
| Q4 25 | $353.3M | $987.0M | ||
| Q3 25 | $106.7M | $967.0M | ||
| Q2 25 | $99.6M | $943.0M | ||
| Q1 25 | $16.7M | $873.0M | ||
| Q4 24 | $114.3M | $916.0M | ||
| Q3 24 | $18.6M | $920.0M | ||
| Q2 24 | $5.1M | $862.0M |
总债务SEIWFRD
| Q1 26 | — | $1.5B | ||
| Q4 25 | $184.0M | $1.5B | ||
| Q3 25 | $382.8M | $1.5B | ||
| Q2 25 | $386.2M | $1.6B | ||
| Q1 25 | $316.2M | $1.6B | ||
| Q4 24 | $315.7M | $1.6B | ||
| Q3 24 | $315.3M | $1.6B | ||
| Q2 24 | — | $1.6B |
股东权益SEIWFRD
| Q1 26 | — | $1.8B | ||
| Q4 25 | $564.3M | $1.7B | ||
| Q3 25 | $546.6M | $1.6B | ||
| Q2 25 | $399.1M | $1.5B | ||
| Q1 25 | $361.3M | $1.4B | ||
| Q4 24 | $355.6M | $1.3B | ||
| Q3 24 | $221.7M | $1.3B | ||
| Q2 24 | $204.6M | $1.2B |
总资产SEIWFRD
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $5.2B | ||
| Q3 25 | $1.6B | $5.3B | ||
| Q2 25 | $1.5B | $5.1B | ||
| Q1 25 | $1.1B | $5.1B | ||
| Q4 24 | $1.1B | $5.2B | ||
| Q3 24 | $939.5M | $5.2B | ||
| Q2 24 | $457.8M | $5.1B |
负债/权益比SEIWFRD
| Q1 26 | — | 0.84× | ||
| Q4 25 | 0.33× | 0.86× | ||
| Q3 25 | 0.70× | 0.94× | ||
| Q2 25 | 0.97× | 1.04× | ||
| Q1 25 | 0.88× | 1.17× | ||
| Q4 24 | 0.89× | 1.26× | ||
| Q3 24 | 1.42× | 1.21× | ||
| Q2 24 | — | 1.33× |
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 | $95.9M | $136.0M |
| 自由现金流经营现金流 - 资本支出 | $-158.6M | $85.0M |
| 自由现金流率自由现金流/营收 | -88.2% | 7.4% |
| 资本支出强度资本支出/营收 | 141.6% | 4.7% |
| 现金转化率经营现金流/净利润 | — | 1.25× |
| 过去12个月自由现金流最近4个季度 | $-437.7M | $470.0M |
8季度趋势，按日历期对齐
经营现金流SEIWFRD
| Q1 26 | — | $136.0M | ||
| Q4 25 | $95.9M | $268.0M | ||
| Q3 25 | $63.3M | $138.0M | ||
| Q2 25 | $24.2M | $128.0M | ||
| Q1 25 | $25.7M | $142.0M | ||
| Q4 24 | $13.1M | $249.0M | ||
| Q3 24 | $10.5M | $262.0M | ||
| Q2 24 | $18.9M | $150.0M |
自由现金流SEIWFRD
| Q1 26 | — | $85.0M | ||
| Q4 25 | $-158.6M | $217.0M | ||
| Q3 25 | $462.0K | $94.0M | ||
| Q2 25 | $-160.9M | $74.0M | ||
| Q1 25 | $-118.6M | $65.0M | ||
| Q4 24 | $-113.6M | $149.0M | ||
| Q3 24 | $-47.2M | $184.0M | ||
| Q2 24 | $18.2M | $88.0M |
自由现金流率SEIWFRD
| Q1 26 | — | 7.4% | ||
| Q4 25 | -88.2% | 16.8% | ||
| Q3 25 | 0.3% | 7.6% | ||
| Q2 25 | -107.8% | 6.1% | ||
| Q1 25 | -93.9% | 5.4% | ||
| Q4 24 | -117.9% | 11.1% | ||
| Q3 24 | -63.0% | 13.1% | ||
| Q2 24 | 24.7% | 6.3% |
资本支出强度SEIWFRD
| Q1 26 | — | 4.7% | ||
| Q4 25 | 141.6% | 4.0% | ||
| Q3 25 | 37.6% | 3.6% | ||
| Q2 25 | 124.0% | 4.5% | ||
| Q1 25 | 114.2% | 6.5% | ||
| Q4 24 | 131.5% | 7.5% | ||
| Q3 24 | 77.0% | 5.5% | ||
| Q2 24 | 0.9% | 4.4% |
现金转化率SEIWFRD
| Q1 26 | — | 1.25× | ||
| Q4 25 | — | 1.94× | ||
| Q3 25 | 4.35× | 1.70× | ||
| Q2 25 | 2.02× | 0.94× | ||
| Q1 25 | 4.83× | 1.87× | ||
| Q4 24 | 2.10× | 2.22× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | 3.04× | 1.20× |
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
SEI
| Solaris Power Solutions | $103.7M | 58% |
| Solaris Logistics Solutions | $76.1M | 42% |
WFRD
| International | $932.0M | 81% |
| North America | $220.0M | 19% |
