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希捷科技（STX）与Wabtec（WAB）财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是Wabtec的1.1倍（$3.1B vs $3.0B），希捷科技净利率更高（24.0% vs 12.3%，领先11.7%），希捷科技同比增速更快（44.1% vs 13.0%），过去两年希捷科技的营收复合增速更高（28.4% vs 5.6%）
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
西屋空气制动技术公司（通称Wabtec）是美国知名轨道交通设备企业，1999年由西屋空气制动公司（WABCO）与动力设备厂商MotivePower合并组建，总部设于宾夕法尼亚州匹兹堡，在全球轨交制动系统、牵引动力设备等领域拥有领先的技术实力与市场份额。
STX vs WAB — 直观对比
营收规模更大
STX
是对方的1.1倍
$3.0B
营收增速更快
STX
高出31.0%
13.0%
净利率更高
STX
高出11.7%
12.3%
两年增速更快
STX
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $3.0B |
| 净利润 | $748.0M | $363.0M |
| 毛利率 | 46.5% | 36.0% |
| 营业利润率 | 32.1% | 17.5% |
| 净利率 | 24.0% | 12.3% |
| 营收同比 | 44.1% | 13.0% |
| 净利润同比 | -23.8% | 11.0% |
| 每股收益（稀释后） | $3.27 | $2.12 |
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STXWAB
| Q3 26 | $3.1B | — | ||
| Q1 26 | $2.8B | $3.0B | ||
| Q4 25 | $2.6B | $3.0B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $2.4B | $2.7B | ||
| Q1 25 | $2.2B | $2.6B | ||
| Q4 24 | $2.3B | $2.6B | ||
| Q3 24 | $2.2B | $2.7B |
净利润STXWAB
| Q3 26 | $748.0M | — | ||
| Q1 26 | $593.0M | $363.0M | ||
| Q4 25 | $549.0M | $202.0M | ||
| Q3 25 | — | $310.0M | ||
| Q2 25 | $488.0M | $336.0M | ||
| Q1 25 | $340.0M | $322.0M | ||
| Q4 24 | $336.0M | $212.0M | ||
| Q3 24 | $305.0M | $283.0M |
毛利率STXWAB
| Q3 26 | 46.5% | — | ||
| Q1 26 | 41.6% | 36.0% | ||
| Q4 25 | 39.4% | 32.6% | ||
| Q3 25 | — | 34.7% | ||
| Q2 25 | 37.4% | 34.7% | ||
| Q1 25 | 35.2% | 34.5% | ||
| Q4 24 | 34.9% | 30.9% | ||
| Q3 24 | 32.9% | 33.0% |
营业利润率STXWAB
| Q3 26 | 32.1% | — | ||
| Q1 26 | 29.8% | 17.5% | ||
| Q4 25 | 26.4% | 12.0% | ||
| Q3 25 | — | 17.0% | ||
| Q2 25 | 23.2% | 17.4% | ||
| Q1 25 | 20.0% | 18.2% | ||
| Q4 24 | 21.0% | 12.9% | ||
| Q3 24 | 18.6% | 16.3% |
净利率STXWAB
| Q3 26 | 24.0% | — | ||
| Q1 26 | 21.0% | 12.3% | ||
| Q4 25 | 20.9% | 6.8% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | 20.0% | 12.4% | ||
| Q1 25 | 15.7% | 12.3% | ||
| Q4 24 | 14.5% | 8.2% | ||
| Q3 24 | 14.1% | 10.6% |
每股收益（稀释后）STXWAB
| Q3 26 | $3.27 | — | ||
| Q1 26 | $2.60 | $2.12 | ||
| Q4 25 | $2.43 | $1.18 | ||
| Q3 25 | — | $1.81 | ||
| Q2 25 | $2.24 | $1.96 | ||
| Q1 25 | $1.57 | $1.88 | ||
| Q4 24 | $1.55 | $1.24 | ||
| Q3 24 | $1.41 | $1.63 |
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 | $1.1B | — |
| 总债务越低越好 | $3.9B | $4.7B |
| 股东权益账面价值 | — | $11.1B |
| 总资产 | $8.9B | $23.2B |
| 负债/权益比越低杠杆越低 | — | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资STXWAB
| Q3 26 | $1.1B | — | ||
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $891.0M | — | ||
| Q1 25 | $814.0M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.2B | — |
总债务STXWAB
| Q3 26 | $3.9B | — | ||
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $4.0B |
股东权益STXWAB
| Q3 26 | — | — | ||
| Q1 26 | $459.0M | $11.1B | ||
| Q4 25 | $-63.0M | $11.1B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | $-453.0M | $10.8B | ||
| Q1 25 | $-829.0M | $10.4B | ||
| Q4 24 | $-1.1B | $10.1B | ||
| Q3 24 | $-1.3B | $10.3B |
总资产STXWAB
| Q3 26 | $8.9B | — | ||
| Q1 26 | $8.7B | $23.2B | ||
| Q4 25 | $8.4B | $22.1B | ||
| Q3 25 | — | $21.5B | ||
| Q2 25 | $8.0B | $20.4B | ||
| Q1 25 | $7.6B | $19.1B | ||
| Q4 24 | $8.0B | $18.7B | ||
| Q3 24 | $8.0B | $18.6B |
负债/权益比STXWAB
| Q3 26 | — | — | ||
| Q1 26 | — | 0.42× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.39× |
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 | $2.4B | $199.0M |
| 自由现金流经营现金流 - 资本支出 | $953.0M | — |
| 自由现金流率自由现金流/营收 | 30.6% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.17× | 0.55× |
| 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STXWAB
| Q3 26 | $2.4B | — | ||
| Q1 26 | — | $199.0M | ||
| Q4 25 | $532.0M | $992.0M | ||
| Q3 25 | — | $367.0M | ||
| Q2 25 | $508.0M | $209.0M | ||
| Q1 25 | $259.0M | $191.0M | ||
| Q4 24 | $221.0M | $723.0M | ||
| Q3 24 | $95.0M | $542.0M |
自由现金流STXWAB
| Q3 26 | $953.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $427.0M | $870.0M | ||
| Q3 25 | — | $312.0M | ||
| Q2 25 | $425.0M | $170.0M | ||
| Q1 25 | $216.0M | $147.0M | ||
| Q4 24 | $150.0M | $639.0M | ||
| Q3 24 | $27.0M | $496.0M |
自由现金流率STXWAB
| Q3 26 | 30.6% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 16.2% | 29.3% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | 17.4% | 6.3% | ||
| Q1 25 | 10.0% | 5.6% | ||
| Q4 24 | 6.5% | 24.7% | ||
| Q3 24 | 1.2% | 18.6% |
资本支出强度STXWAB
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 4.1% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | 3.4% | 1.4% | ||
| Q1 25 | 2.0% | 1.7% | ||
| Q4 24 | 3.1% | 3.3% | ||
| Q3 24 | 3.1% | 1.7% |
现金转化率STXWAB
| Q3 26 | 3.17× | — | ||
| Q1 26 | — | 0.55× | ||
| Q4 25 | 0.97× | 4.91× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | 1.04× | 0.62× | ||
| Q1 25 | 0.76× | 0.59× | ||
| Q4 24 | 0.66× | 3.41× | ||
| Q3 24 | 0.31× | 1.92× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
