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希捷科技（STX）与WHITE MOUNTAINS INSURANCE GROUP LTD（WTM）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WHITE MOUNTAINS INSURANCE GROUP LTD的1.9倍（$3.1B vs $1.6B），WHITE MOUNTAINS INSURANCE GROUP LTD净利率更高（52.1% vs 24.0%，领先28.1%），WHITE MOUNTAINS INSURANCE GROUP LTD同比增速更快（348.0% vs 44.1%），过去两年WHITE MOUNTAINS INSURANCE GROUP LTD的营收复合增速更高（57.4% vs 28.4%）
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。
怀特山保险集团是一家多元化保险及相关金融服务控股企业，总部位于百慕大汉密尔顿，1999年10月25日从美国特拉华州迁册至当前注册地，大部分业务通过旗下保险子公司及其他关联机构开展，覆盖多个保险及金融服务细分赛道。
STX vs WTM — 直观对比
营收规模更大
STX
是对方的1.9倍
$1.6B
营收增速更快
WTM
高出303.9%
44.1%
净利率更高
WTM
高出28.1%
24.0%
两年增速更快
WTM
近两年复合增速
28.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.6B |
| 净利润 | $748.0M | $835.8M |
| 毛利率 | 46.5% | 97.1% |
| 营业利润率 | 32.1% | 56.2% |
| 净利率 | 24.0% | 52.1% |
| 营收同比 | 44.1% | 348.0% |
| 净利润同比 | -23.8% | 741.0% |
| 每股收益（稀释后） | $3.27 | $325.02 |
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STXWTM
| Q3 26 | $3.1B | — | ||
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.6B | $1.6B | ||
| Q3 25 | — | $864.2M | ||
| Q2 25 | $2.4B | $689.2M | ||
| Q1 25 | $2.2B | $577.8M | ||
| Q4 24 | $2.3B | $358.0M | ||
| Q3 24 | $2.2B | $839.1M |
净利润STXWTM
| Q3 26 | $748.0M | — | ||
| Q1 26 | $593.0M | — | ||
| Q4 25 | $549.0M | $835.8M | ||
| Q3 25 | — | $113.8M | ||
| Q2 25 | $488.0M | $122.9M | ||
| Q1 25 | $340.0M | $33.9M | ||
| Q4 24 | $336.0M | $-130.4M | ||
| Q3 24 | $305.0M | $179.0M |
毛利率STXWTM
| Q3 26 | 46.5% | — | ||
| Q1 26 | 41.6% | — | ||
| Q4 25 | 39.4% | 97.1% | ||
| Q3 25 | — | 93.6% | ||
| Q2 25 | 37.4% | 93.8% | ||
| Q1 25 | 35.2% | 98.7% | ||
| Q4 24 | 34.9% | 97.9% | ||
| Q3 24 | 32.9% | 99.1% |
营业利润率STXWTM
| Q3 26 | 32.1% | — | ||
| Q1 26 | 29.8% | — | ||
| Q4 25 | 26.4% | 56.2% | ||
| Q3 25 | — | 20.7% | ||
| Q2 25 | 23.2% | 25.6% | ||
| Q1 25 | 20.0% | 12.5% | ||
| Q4 24 | 21.0% | -33.7% | ||
| Q3 24 | 18.6% | 28.5% |
净利率STXWTM
| Q3 26 | 24.0% | — | ||
| Q1 26 | 21.0% | — | ||
| Q4 25 | 20.9% | 52.1% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | 20.0% | 17.8% | ||
| Q1 25 | 15.7% | 5.9% | ||
| Q4 24 | 14.5% | -36.4% | ||
| Q3 24 | 14.1% | 21.3% |
每股收益（稀释后）STXWTM
| Q3 26 | $3.27 | — | ||
| Q1 26 | $2.60 | — | ||
| Q4 25 | $2.43 | $325.02 | ||
| Q3 25 | — | $44.18 | ||
| Q2 25 | $2.24 | $47.75 | ||
| Q1 25 | $1.57 | $13.19 | ||
| Q4 24 | $1.55 | $-50.98 | ||
| Q3 24 | $1.41 | $69.68 |
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 | $837.0M |
| 股东权益账面价值 | — | $5.4B |
| 总资产 | $8.9B | $12.3B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资STXWTM
| 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STXWTM
| Q3 26 | $3.9B | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $837.0M | ||
| Q3 25 | — | $870.4M | ||
| Q2 25 | — | $694.6M | ||
| Q1 25 | — | $676.1M | ||
| Q4 24 | — | $562.5M | ||
| Q3 24 | — | $544.9M |
股东权益STXWTM
| Q3 26 | — | — | ||
| Q1 26 | $459.0M | — | ||
| Q4 25 | $-63.0M | $5.4B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $-453.0M | $4.6B | ||
| Q1 25 | $-829.0M | $4.5B | ||
| Q4 24 | $-1.1B | $4.5B | ||
| Q3 24 | $-1.3B | $4.6B |
总资产STXWTM
| Q3 26 | $8.9B | — | ||
| Q1 26 | $8.7B | — | ||
| Q4 25 | $8.4B | $12.3B | ||
| Q3 25 | — | $12.3B | ||
| Q2 25 | $8.0B | $11.8B | ||
| Q1 25 | $7.6B | $11.0B | ||
| Q4 24 | $8.0B | $9.9B | ||
| Q3 24 | $8.0B | $10.3B |
负债/权益比STXWTM
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.18× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.12× |
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 | $53.9M |
| 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× | 0.06× |
| 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STXWTM
| Q3 26 | $2.4B | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $532.0M | $53.9M | ||
| Q3 25 | — | $359.3M | ||
| Q2 25 | $508.0M | $177.5M | ||
| Q1 25 | $259.0M | $-40.2M | ||
| Q4 24 | $221.0M | $64.1M | ||
| Q3 24 | $95.0M | $269.4M |
自由现金流STXWTM
| Q3 26 | $953.0M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $427.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $425.0M | — | ||
| Q1 25 | $216.0M | — | ||
| Q4 24 | $150.0M | — | ||
| Q3 24 | $27.0M | — |
自由现金流率STXWTM
| Q3 26 | 30.6% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 16.2% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 17.4% | — | ||
| Q1 25 | 10.0% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 1.2% | — |
资本支出强度STXWTM
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 3.1% | — |
现金转化率STXWTM
| Q3 26 | 3.17× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.97× | 0.06× | ||
| Q3 25 | — | 3.16× | ||
| Q2 25 | 1.04× | 1.44× | ||
| Q1 25 | 0.76× | -1.19× | ||
| Q4 24 | 0.66× | — | ||
| Q3 24 | 0.31× | 1.51× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
