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Shoals Technologies Group, Inc.（SHLS）与WAFD INC（WAFD）财务数据对比。点击上方公司名可切换其他公司
WAFD INC的季度营收约是Shoals Technologies Group, Inc.的1.4倍（$191.4M vs $140.6M），WAFD INC净利率更高（33.5% vs -0.2%，领先33.8%），Shoals Technologies Group, Inc.同比增速更快（74.9% vs 11.8%），过去两年Shoals Technologies Group, Inc.的营收复合增速更高（19.0% vs 5.5%）
Shoals科技集团是可再生能源及电动出行领域的电气系统平衡解决方案供应商，核心产品覆盖光伏、储能及充电桩用连接组件，主要服务北美、欧洲、亚太市场的公用事业、工商业及民用客户。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
SHLS vs WAFD — 直观对比
营收规模更大
WAFD
是对方的1.4倍
$140.6M
营收增速更快
SHLS
高出63.1%
11.8%
净利率更高
WAFD
高出33.8%
-0.2%
两年增速更快
SHLS
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.6M | $191.4M |
| 净利润 | $-297.0K | $64.2M |
| 毛利率 | 29.2% | — |
| 营业利润率 | 5.5% | 43.0% |
| 净利率 | -0.2% | 33.5% |
| 营收同比 | 74.9% | 11.8% |
| 净利润同比 | -5.3% | 35.8% |
| 每股收益（稀释后） | $0.00 | $0.79 |
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SHLSWAFD
| Q1 26 | $140.6M | — | ||
| Q4 25 | $148.3M | $191.4M | ||
| Q3 25 | $135.8M | $188.3M | ||
| Q2 25 | $110.8M | $186.3M | ||
| Q1 25 | $80.4M | $179.8M | ||
| Q4 24 | $107.0M | $171.1M | ||
| Q3 24 | $102.2M | $188.7M | ||
| Q2 24 | $99.2M | $194.4M |
净利润SHLSWAFD
| Q1 26 | $-297.0K | — | ||
| Q4 25 | $8.1M | $64.2M | ||
| Q3 25 | $11.9M | $60.6M | ||
| Q2 25 | $13.9M | $62.0M | ||
| Q1 25 | $-282.0K | $56.3M | ||
| Q4 24 | $7.8M | $47.3M | ||
| Q3 24 | $-267.0K | $61.1M | ||
| Q2 24 | $11.8M | $64.6M |
毛利率SHLSWAFD
| Q1 26 | 29.2% | — | ||
| Q4 25 | 31.6% | — | ||
| Q3 25 | 37.0% | — | ||
| Q2 25 | 37.2% | — | ||
| Q1 25 | 35.0% | — | ||
| Q4 24 | 37.6% | — | ||
| Q3 24 | 24.8% | — | ||
| Q2 24 | 40.3% | — |
营业利润率SHLSWAFD
| Q1 26 | 5.5% | — | ||
| Q4 25 | 11.7% | 43.0% | ||
| Q3 25 | 13.7% | 41.2% | ||
| Q2 25 | 14.4% | 42.8% | ||
| Q1 25 | 5.4% | 40.1% | ||
| Q4 24 | 15.4% | 35.2% | ||
| Q3 24 | 4.4% | 42.8% | ||
| Q2 24 | 18.7% | 42.6% |
净利率SHLSWAFD
| Q1 26 | -0.2% | — | ||
| Q4 25 | 5.5% | 33.5% | ||
| Q3 25 | 8.7% | 32.2% | ||
| Q2 25 | 12.5% | 33.3% | ||
| Q1 25 | -0.4% | 31.3% | ||
| Q4 24 | 7.3% | 27.6% | ||
| Q3 24 | -0.3% | 32.4% | ||
| Q2 24 | 11.9% | 33.2% |
每股收益（稀释后）SHLSWAFD
| Q1 26 | $0.00 | — | ||
| Q4 25 | $0.05 | $0.79 | ||
| Q3 25 | $0.07 | $0.71 | ||
| Q2 25 | $0.08 | $0.73 | ||
| Q1 25 | $0.00 | $0.65 | ||
| Q4 24 | $0.04 | $0.54 | ||
| Q3 24 | $0.00 | $0.73 | ||
| Q2 24 | $0.07 | $0.75 |
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 | $1.9M | $734.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $601.6M | $3.0B |
| 总资产 | $1.0B | $27.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资SHLSWAFD
| Q1 26 | $1.9M | — | ||
| Q4 25 | $7.3M | $734.9M | ||
| Q3 25 | $8.6M | $657.3M | ||
| Q2 25 | $4.7M | $809.3M | ||
| Q1 25 | $35.6M | $1.2B | ||
| Q4 24 | $23.5M | $1.5B | ||
| Q3 24 | $11.1M | $2.4B | ||
| Q2 24 | $3.2M | $2.5B |
总债务SHLSWAFD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $141.8M | — | ||
| Q4 24 | $141.8M | — | ||
| Q3 24 | $141.8M | — | ||
| Q2 24 | $146.8M | — |
股东权益SHLSWAFD
| Q1 26 | $601.6M | — | ||
| Q4 25 | $600.0M | $3.0B | ||
| Q3 25 | $589.6M | $3.0B | ||
| Q2 25 | $575.4M | $3.0B | ||
| Q1 25 | $558.9M | $3.0B | ||
| Q4 24 | $556.8M | $3.0B | ||
| Q3 24 | $545.2M | $3.0B | ||
| Q2 24 | $544.6M | $3.0B |
总资产SHLSWAFD
| Q1 26 | $1.0B | — | ||
| Q4 25 | $904.1M | $27.3B | ||
| Q3 25 | $851.8M | $26.7B | ||
| Q2 25 | $795.0M | $26.7B | ||
| Q1 25 | $788.4M | $27.6B | ||
| Q4 24 | $793.1M | $27.7B | ||
| Q3 24 | $801.3M | $28.1B | ||
| Q2 24 | $788.4M | $28.6B |
负债/权益比SHLSWAFD
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | 0.27× | — |
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 | — | $60.5M |
| 自由现金流经营现金流 - 资本支出 | — | $50.0M |
| 自由现金流率自由现金流/营收 | — | 26.1% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 0.94× |
| 过去12个月自由现金流最近4个季度 | — | $377.9M |
8季度趋势，按日历期对齐
经营现金流SHLSWAFD
| Q1 26 | — | — | ||
| Q4 25 | $-4.1M | $60.5M | ||
| Q3 25 | $19.4M | $237.0M | ||
| Q2 25 | $-13.8M | $58.0M | ||
| Q1 25 | $15.6M | $72.1M | ||
| Q4 24 | $14.0M | $49.4M | ||
| Q3 24 | $15.7M | $439.2M | ||
| Q2 24 | $37.8M | $63.1M |
自由现金流SHLSWAFD
| Q1 26 | — | — | ||
| Q4 25 | $-11.3M | $50.0M | ||
| Q3 25 | $9.0M | $208.2M | ||
| Q2 25 | $-26.0M | $53.1M | ||
| Q1 25 | $12.3M | $66.6M | ||
| Q4 24 | $12.5M | $43.0M | ||
| Q3 24 | $13.3M | $414.6M | ||
| Q2 24 | $35.8M | $58.3M |
自由现金流率SHLSWAFD
| Q1 26 | — | — | ||
| Q4 25 | -7.6% | 26.1% | ||
| Q3 25 | 6.6% | 110.6% | ||
| Q2 25 | -23.5% | 28.5% | ||
| Q1 25 | 15.4% | 37.0% | ||
| Q4 24 | 11.6% | 25.1% | ||
| Q3 24 | 13.0% | 219.7% | ||
| Q2 24 | 36.1% | 30.0% |
资本支出强度SHLSWAFD
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 5.5% | ||
| Q3 25 | 7.7% | 15.2% | ||
| Q2 25 | 11.0% | 2.6% | ||
| Q1 25 | 4.0% | 3.1% | ||
| Q4 24 | 1.4% | 3.8% | ||
| Q3 24 | 2.3% | 13.1% | ||
| Q2 24 | 2.0% | 2.5% |
现金转化率SHLSWAFD
| Q1 26 | — | — | ||
| Q4 25 | -0.50× | 0.94× | ||
| Q3 25 | 1.63× | 3.91× | ||
| Q2 25 | -1.00× | 0.94× | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | 1.79× | 1.05× | ||
| Q3 24 | — | 7.18× | ||
| Q2 24 | 3.21× | 0.98× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
