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STERLING INFRASTRUCTURE, INC.（STRL）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STERLING INFRASTRUCTURE, INC.的季度营收约是STARWOOD PROPERTY TRUST, INC.的1.7倍（$825.7M vs $492.9M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs 11.6%，领先8.0%），STERLING INFRASTRUCTURE, INC.同比增速更快（91.6% vs 8.5%），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（19.0% vs -2.9%）
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
STRL vs STWD — 直观对比
营收规模更大
STRL
是对方的1.7倍
$492.9M
营收增速更快
STRL
高出83.1%
8.5%
净利率更高
STWD
高出8.0%
11.6%
两年增速更快
STRL
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $825.7M | $492.9M |
| 净利润 | $96.0M | $96.9M |
| 毛利率 | 23.5% | — |
| 营业利润率 | 16.7% | 26.6% |
| 净利率 | 11.6% | 19.7% |
| 营收同比 | 91.6% | 8.5% |
| 净利润同比 | 143.1% | 87.7% |
| 每股收益（稀释后） | $3.09 | $0.25 |
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STRLSTWD
| Q1 26 | $825.7M | — | ||
| Q4 25 | $755.6M | $492.9M | ||
| Q3 25 | $689.0M | $488.9M | ||
| Q2 25 | $614.5M | $444.3M | ||
| Q1 25 | $430.9M | $418.2M | ||
| Q4 24 | $498.8M | $454.4M | ||
| Q3 24 | $593.7M | $479.5M | ||
| Q2 24 | $582.8M | $489.8M |
净利润STRLSTWD
| Q1 26 | $96.0M | — | ||
| Q4 25 | $87.6M | $96.9M | ||
| Q3 25 | $92.1M | $72.6M | ||
| Q2 25 | $71.0M | $129.8M | ||
| Q1 25 | $39.5M | $112.3M | ||
| Q4 24 | $113.2M | $51.6M | ||
| Q3 24 | $61.3M | $76.1M | ||
| Q2 24 | $51.9M | $77.9M |
毛利率STRLSTWD
| Q1 26 | 23.5% | — | ||
| Q4 25 | 21.7% | — | ||
| Q3 25 | 24.7% | — | ||
| Q2 25 | 23.3% | — | ||
| Q1 25 | 22.0% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 21.9% | — | ||
| Q2 24 | 19.3% | — |
营业利润率STRLSTWD
| Q1 26 | 16.7% | — | ||
| Q4 25 | 15.9% | 26.6% | ||
| Q3 25 | 18.2% | 19.1% | ||
| Q2 25 | 17.0% | 30.5% | ||
| Q1 25 | 13.0% | 28.7% | ||
| Q4 24 | 12.5% | 15.1% | ||
| Q3 24 | 14.7% | 17.2% | ||
| Q2 24 | 12.5% | 19.1% |
净利率STRLSTWD
| Q1 26 | 11.6% | — | ||
| Q4 25 | 11.6% | 19.7% | ||
| Q3 25 | 13.4% | 14.8% | ||
| Q2 25 | 11.6% | 29.2% | ||
| Q1 25 | 9.2% | 26.8% | ||
| Q4 24 | 22.7% | 11.4% | ||
| Q3 24 | 10.3% | 15.9% | ||
| Q2 24 | 8.9% | 15.9% |
每股收益（稀释后）STRLSTWD
| Q1 26 | $3.09 | — | ||
| Q4 25 | $2.82 | $0.25 | ||
| Q3 25 | $2.97 | $0.19 | ||
| Q2 25 | $2.31 | $0.38 | ||
| Q1 25 | $1.28 | $0.33 | ||
| Q4 24 | $3.63 | $0.15 | ||
| Q3 24 | $1.97 | $0.23 | ||
| Q2 24 | $1.67 | $0.24 |
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 | $511.9M | $499.5M |
| 总债务越低越好 | $287.5M | — |
| 股东权益账面价值 | $1.2B | $6.8B |
| 总资产 | $2.8B | $63.2B |
| 负债/权益比越低杠杆越低 | 0.24× | — |
8季度趋势，按日历期对齐
现金及短期投资STRLSTWD
| Q1 26 | $511.9M | — | ||
| Q4 25 | $390.7M | $499.5M | ||
| Q3 25 | $306.4M | $301.1M | ||
| Q2 25 | $699.4M | $259.9M | ||
| Q1 25 | $638.6M | $440.6M | ||
| Q4 24 | $664.2M | $377.8M | ||
| Q3 24 | $648.1M | $357.9M | ||
| Q2 24 | $540.0M | $259.3M |
总债务STRLSTWD
| Q1 26 | $287.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益STRLSTWD
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $6.8B | ||
| Q3 25 | $1.1B | $6.9B | ||
| Q2 25 | $881.7M | $6.4B | ||
| Q1 25 | $805.4M | $6.4B | ||
| Q4 24 | $808.1M | $6.4B | ||
| Q3 24 | $716.5M | $6.5B | ||
| Q2 24 | $670.7M | $6.2B |
总资产STRLSTWD
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $63.2B | ||
| Q3 25 | $2.6B | $62.4B | ||
| Q2 25 | $2.2B | $62.4B | ||
| Q1 25 | $2.0B | $62.2B | ||
| Q4 24 | $2.0B | $62.6B | ||
| Q3 24 | $2.0B | $64.2B | ||
| Q2 24 | $2.0B | $64.1B |
负债/权益比STRLSTWD
| Q1 26 | 0.24× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $165.6M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | 1.73× | 5.04× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流STRLSTWD
| Q1 26 | $165.6M | — | ||
| Q4 25 | $186.1M | $488.8M | ||
| Q3 25 | $83.6M | $337.6M | ||
| Q2 25 | $85.4M | $-87.4M | ||
| Q1 25 | $84.9M | $238.9M | ||
| Q4 24 | $174.3M | $295.6M | ||
| Q3 24 | $152.3M | $241.8M | ||
| Q2 24 | $121.0M | $53.3M |
自由现金流STRLSTWD
| Q1 26 | — | — | ||
| Q4 25 | $159.7M | — | ||
| Q3 25 | $64.0M | — | ||
| Q2 25 | $72.1M | — | ||
| Q1 25 | $67.0M | — | ||
| Q4 24 | $158.6M | — | ||
| Q3 24 | $138.3M | — | ||
| Q2 24 | $92.1M | — |
自由现金流率STRLSTWD
| Q1 26 | — | — | ||
| Q4 25 | 21.1% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 11.7% | — | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 31.8% | — | ||
| Q3 24 | 23.3% | — | ||
| Q2 24 | 15.8% | — |
资本支出强度STRLSTWD
| Q1 26 | 2.4% | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 4.2% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 5.0% | — |
现金转化率STRLSTWD
| Q1 26 | 1.73× | — | ||
| Q4 25 | 2.12× | 5.04× | ||
| Q3 25 | 0.91× | 4.65× | ||
| Q2 25 | 1.20× | -0.67× | ||
| Q1 25 | 2.15× | 2.13× | ||
| Q4 24 | 1.54× | 5.72× | ||
| Q3 24 | 2.48× | 3.18× | ||
| Q2 24 | 2.33× | 0.68× |
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
STRL
| E-Infrastructure Solutions | $597.7M | 72% |
| Transportation Solutions | $132.9M | 16% |
| Building Solutions | $95.1M | 12% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
