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United Rentals（URI）与WEC Energy Group（WEC）财务数据对比。点击上方公司名可切换其他公司
United Rentals的季度营收约是WEC Energy Group的1.6倍（$4.0B vs $2.5B），United Rentals净利率更高（13.3% vs 12.5%，领先0.8%），WEC Energy Group同比增速更快（11.1% vs 7.2%），过去两年United Rentals的营收复合增速更高（114.0% vs -2.7%）
United Rentals是美国设备租赁企业，2022年占据北美市场约16%的份额。截至2025年，该公司拥有全球规模最大的租赁车队，覆盖约4800类设备，原始设备成本总计约205.9亿美元，在全球共设1625个营业网点，业务覆盖北美、欧洲、澳大利亚及新西兰。
WEC能源集团是总部位于美国威斯康星州密尔沃基的知名能源企业，业务覆盖美国四个州，为总计440万用户提供可靠的电力及天然气供应服务，是北美地区颇具规模的区域性能源服务商。
URI vs WEC — 直观对比
营收规模更大
URI
是对方的1.6倍
$2.5B
营收增速更快
WEC
高出3.9%
7.2%
净利率更高
URI
高出0.8%
12.5%
两年增速更快
URI
近两年复合增速
-2.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.0B | $2.5B |
| 净利润 | $531.0M | $316.8M |
| 毛利率 | 36.9% | 63.7% |
| 营业利润率 | 21.8% | 17.9% |
| 净利率 | 13.3% | 12.5% |
| 营收同比 | 7.2% | 11.1% |
| 净利润同比 | 2.5% | -30.1% |
| 每股收益（稀释后） | $8.43 | — |
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URIWEC
| Q1 26 | $4.0B | — | ||
| Q4 25 | $992.0M | $2.5B | ||
| Q3 25 | $938.0M | $2.1B | ||
| Q2 25 | $872.0M | $2.0B | ||
| Q1 25 | $893.0M | $3.1B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $874.0M | $1.9B | ||
| Q2 24 | $870.0M | $1.8B |
净利润URIWEC
| Q1 26 | $531.0M | — | ||
| Q4 25 | $653.0M | $316.8M | ||
| Q3 25 | $701.0M | $270.2M | ||
| Q2 25 | $622.0M | $243.0M | ||
| Q1 25 | $518.0M | $725.5M | ||
| Q4 24 | $689.0M | $453.1M | ||
| Q3 24 | $708.0M | $238.6M | ||
| Q2 24 | $636.0M | $210.0M |
毛利率URIWEC
| Q1 26 | 36.9% | — | ||
| Q4 25 | — | 63.7% | ||
| Q3 25 | — | 71.1% | ||
| Q2 25 | — | 71.6% | ||
| Q1 25 | — | 63.0% | ||
| Q4 24 | — | 67.7% | ||
| Q3 24 | — | 72.1% | ||
| Q2 24 | — | 73.5% |
营业利润率URIWEC
| Q1 26 | 21.8% | — | ||
| Q4 25 | — | 17.9% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 20.1% | ||
| Q1 25 | 90.0% | 29.8% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | 20.6% |
净利率URIWEC
| Q1 26 | 13.3% | — | ||
| Q4 25 | 65.8% | 12.5% | ||
| Q3 25 | 74.7% | 12.8% | ||
| Q2 25 | 71.3% | 12.1% | ||
| Q1 25 | 58.0% | 23.0% | ||
| Q4 24 | 67.6% | 19.8% | ||
| Q3 24 | 81.0% | 12.8% | ||
| Q2 24 | 73.1% | 11.9% |
每股收益（稀释后）URIWEC
| Q1 26 | $8.43 | — | ||
| Q4 25 | $10.20 | — | ||
| Q3 25 | $10.91 | — | ||
| Q2 25 | $9.59 | — | ||
| Q1 25 | $7.91 | — | ||
| Q4 24 | $10.41 | — | ||
| Q3 24 | $10.70 | — | ||
| Q2 24 | $9.54 | — |
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 | $156.0M | $27.6M |
| 总债务越低越好 | $13.9B | $20.0B |
| 股东权益账面价值 | $9.0B | $14.1B |
| 总资产 | $29.9B | $51.5B |
| 负债/权益比越低杠杆越低 | 1.55× | 1.42× |
8季度趋势，按日历期对齐
现金及短期投资URIWEC
| Q1 26 | $156.0M | — | ||
| Q4 25 | $459.0M | $27.6M | ||
| Q3 25 | $512.0M | $51.1M | ||
| Q2 25 | $548.0M | $23.0M | ||
| Q1 25 | $542.0M | $82.2M | ||
| Q4 24 | $457.0M | $9.8M | ||
| Q3 24 | $479.0M | $322.5M | ||
| Q2 24 | $467.0M | $224.0M |
总债务URIWEC
| Q1 26 | $13.9B | — | ||
| Q4 25 | $12.7B | $20.0B | ||
| Q3 25 | $12.6B | — | ||
| Q2 25 | $12.1B | — | ||
| Q1 25 | $11.5B | — | ||
| Q4 24 | $12.2B | $18.9B | ||
| Q3 24 | $11.9B | $16.9B | ||
| Q2 24 | $11.5B | $16.9B |
股东权益URIWEC
| Q1 26 | $9.0B | — | ||
| Q4 25 | $9.0B | $14.1B | ||
| Q3 25 | $9.0B | $14.0B | ||
| Q2 25 | $9.0B | $13.7B | ||
| Q1 25 | $8.8B | $13.4B | ||
| Q4 24 | $8.6B | $12.8B | ||
| Q3 24 | $8.6B | $12.4B | ||
| Q2 24 | $8.3B | $12.4B |
总资产URIWEC
| Q1 26 | $29.9B | — | ||
| Q4 25 | $29.9B | $51.5B | ||
| Q3 25 | $30.1B | $49.8B | ||
| Q2 25 | $29.2B | $48.5B | ||
| Q1 25 | $28.1B | $48.2B | ||
| Q4 24 | $28.2B | $47.4B | ||
| Q3 24 | $28.4B | $45.2B | ||
| Q2 24 | $27.6B | $44.6B |
负债/权益比URIWEC
| Q1 26 | 1.55× | — | ||
| Q4 25 | 1.41× | 1.42× | ||
| Q3 25 | 1.40× | — | ||
| Q2 25 | 1.34× | — | ||
| Q1 25 | 1.31× | — | ||
| Q4 24 | 1.42× | 1.48× | ||
| Q3 24 | 1.38× | 1.36× | ||
| Q2 24 | 1.39× | 1.36× |
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 | $1.5B | $424.6M |
| 自由现金流经营现金流 - 资本支出 | $1.1B | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 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 | 2.85× | 1.34× |
| 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URIWEC
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.3B | $424.6M | ||
| Q3 25 | $1.2B | $938.9M | ||
| Q2 25 | $1.3B | $853.3M | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.0B | $581.8M | ||
| Q3 24 | $1.2B | $729.0M | ||
| Q2 24 | $1.3B | $1.0B |
自由现金流URIWEC
| Q1 26 | $1.1B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-625.7M | ||
| Q2 25 | — | $23.9M | ||
| Q1 25 | — | $461.5M | ||
| Q4 24 | $471.0M | — | ||
| Q3 24 | $-168.0M | $-67.3M | ||
| Q2 24 | $-263.0M | $343.5M |
自由现金流率URIWEC
| Q1 26 | 26.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -29.7% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 14.7% | ||
| Q4 24 | 46.2% | — | ||
| Q3 24 | -19.2% | -3.6% | ||
| Q2 24 | -30.2% | 19.4% |
资本支出强度URIWEC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 41.3% | ||
| Q1 25 | — | 22.3% | ||
| Q4 24 | 56.6% | — | ||
| Q3 24 | 157.0% | 42.7% | ||
| Q2 24 | 175.6% | 39.2% |
现金转化率URIWEC
| Q1 26 | 2.85× | — | ||
| Q4 25 | 1.92× | 1.34× | ||
| Q3 25 | 1.68× | 3.47× | ||
| Q2 25 | 2.14× | 3.51× | ||
| Q1 25 | 2.75× | 1.60× | ||
| Q4 24 | 1.52× | 1.28× | ||
| Q3 24 | 1.70× | 3.06× | ||
| Q2 24 | 1.99× | 4.94× |
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
URI
| Equipment rentals | $3.4B | 86% |
| Sales of rental equipment | $350.0M | 9% |
| Service and other revenues | $92.0M | 2% |
| Sales of new equipment | $84.0M | 2% |
| Contractor supplies sales | $40.0M | 1% |
WEC
| Wisconsin | $1.9B | 73% |
| Illinois | $441.2M | 17% |
| Other States | $165.1M | 7% |
| External Revenues | $74.0M | 3% |
| Otheroperatingrevenues | $8.0M | 0% |
