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伟世通(VC)与Woodward, Inc.(WWD)财务数据对比。点击上方公司名可切换其他公司
Woodward, Inc.的季度营收约是伟世通的1.1倍($996.5M vs $948.0M),Woodward, Inc.净利率更高(13.4% vs 7.8%,领先5.6%),Woodward, Inc.同比增速更快(29.0% vs 1.0%),过去两年Woodward, Inc.的营收复合增速更高(9.2% vs 0.8%)
伟世通是一家总部位于美国密歇根州范布伦镇区的全球性汽车电子供应商,业务涵盖汽车座舱电子产品、车联网服务以及电动化相关产品的设计、研发与制造,客户几乎覆盖全球所有主流汽车制造商。
伍德沃德(Woodward, Inc.)是美国的控制系统及组件供应商,业务涵盖产品设计、制造与全链条服务,产品广泛应用于飞机、航空发动机、工业发动机与轮机、发电及移动工业设备领域,同时为国防领域供应军用装置及其他配套设备。
VC vs WWD — 直观对比
营收规模更大
WWD
是对方的1.1倍
$948.0M
营收增速更快
WWD
高出28.0%
1.0%
净利率更高
WWD
高出5.6%
7.8%
两年增速更快
WWD
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $948.0M | $996.5M |
| 净利润 | $74.0M | $133.7M |
| 毛利率 | 12.9% | 29.3% |
| 营业利润率 | 6.9% | 17.0% |
| 净利率 | 7.8% | 13.4% |
| 营收同比 | 1.0% | 29.0% |
| 净利润同比 | -40.8% | 53.5% |
| 每股收益(稀释后) | $2.67 | $2.17 |
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
VC
WWD
| Q4 25 | $948.0M | $996.5M | ||
| Q3 25 | $917.0M | $995.3M | ||
| Q2 25 | $969.0M | $915.4M | ||
| Q1 25 | $934.0M | $883.6M | ||
| Q4 24 | $939.0M | $772.7M | ||
| Q3 24 | $980.0M | $854.5M | ||
| Q2 24 | $1.0B | $847.7M | ||
| Q1 24 | $933.0M | $835.3M |
净利润
VC
WWD
| Q4 25 | $74.0M | $133.7M | ||
| Q3 25 | $-11.0M | $137.6M | ||
| Q2 25 | $71.0M | $108.4M | ||
| Q1 25 | $67.0M | $108.9M | ||
| Q4 24 | $125.0M | $87.1M | ||
| Q3 24 | $40.0M | $83.3M | ||
| Q2 24 | $83.0M | $102.1M | ||
| Q1 24 | $48.0M | $97.6M |
毛利率
VC
WWD
| Q4 25 | 12.9% | 29.3% | ||
| Q3 25 | 14.3% | 27.9% | ||
| Q2 25 | 14.6% | 27.2% | ||
| Q1 25 | 14.8% | 27.2% | ||
| Q4 24 | 14.3% | 24.5% | ||
| Q3 24 | 13.4% | 24.3% | ||
| Q2 24 | 14.5% | 27.1% | ||
| Q1 24 | 12.8% | 28.1% |
营业利润率
VC
WWD
| Q4 25 | 6.9% | 17.0% | ||
| Q3 25 | 8.8% | 16.1% | ||
| Q2 25 | 10.0% | 13.9% | ||
| Q1 25 | 10.2% | 15.0% | ||
| Q4 24 | 8.9% | 13.2% | ||
| Q3 24 | 5.2% | 11.9% | ||
| Q2 24 | 9.9% | 14.4% | ||
| Q1 24 | 6.8% | 14.4% |
净利率
VC
WWD
| Q4 25 | 7.8% | 13.4% | ||
| Q3 25 | -1.2% | 13.8% | ||
| Q2 25 | 7.3% | 11.8% | ||
| Q1 25 | 7.2% | 12.3% | ||
| Q4 24 | 13.3% | 11.3% | ||
| Q3 24 | 4.1% | 9.7% | ||
| Q2 24 | 8.2% | 12.0% | ||
| Q1 24 | 5.1% | 11.7% |
每股收益(稀释后)
VC
WWD
| Q4 25 | $2.67 | $2.17 | ||
| Q3 25 | $-0.40 | $2.23 | ||
| Q2 25 | $2.57 | $1.76 | ||
| Q1 25 | $2.44 | $1.78 | ||
| Q4 24 | $4.50 | $1.42 | ||
| Q3 24 | $1.43 | $1.36 | ||
| Q2 24 | $2.97 | $1.63 | ||
| Q1 24 | $1.71 | $1.56 |
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 | $771.0M | $454.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.6B | $2.6B |
| 总资产 | $3.4B | $4.7B |
| 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
VC
WWD
| Q4 25 | $771.0M | $454.2M | ||
| Q3 25 | $762.0M | $327.4M | ||
| Q2 25 | $668.0M | $473.2M | ||
| Q1 25 | $655.0M | $364.1M | ||
| Q4 24 | $623.0M | $283.7M | ||
| Q3 24 | $550.0M | $282.3M | ||
| Q2 24 | $505.0M | $308.3M | ||
| Q1 24 | $504.0M | $316.9M |
总债务
VC
WWD
| Q4 25 | — | — | ||
| Q3 25 | — | $579.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $655.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
VC
WWD
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.5B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.3B | $2.2B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.2B | $2.2B | ||
| Q1 24 | $1.1B | $2.3B |
总资产
VC
WWD
| Q4 25 | $3.4B | $4.7B | ||
| Q3 25 | $3.3B | $4.6B | ||
| Q2 25 | $3.3B | $4.7B | ||
| Q1 25 | $3.1B | $4.5B | ||
| Q4 24 | $3.0B | $4.3B | ||
| Q3 24 | $3.0B | $4.4B | ||
| Q2 24 | $2.8B | $4.3B | ||
| Q1 24 | $2.8B | $4.4B |
负债/权益比
VC
WWD
| Q4 25 | — | — | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | — | ||
| Q1 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 | $118.0M | $114.4M |
| 自由现金流经营现金流 - 资本支出 | — | $70.3M |
| 自由现金流率自由现金流/营收 | — | 7.1% |
| 资本支出强度资本支出/营收 | — | 4.4% |
| 现金转化率经营现金流/净利润 | 1.59× | 0.86× |
| 过去12个月自由现金流最近4个季度 | — | $409.7M |
8季度趋势,按日历期对齐
经营现金流
VC
WWD
| Q4 25 | $118.0M | $114.4M | ||
| Q3 25 | $127.0M | $233.3M | ||
| Q2 25 | $95.0M | $125.6M | ||
| Q1 25 | $70.0M | $77.8M | ||
| Q4 24 | $203.0M | $34.5M | ||
| Q3 24 | $98.0M | $141.8M | ||
| Q2 24 | $57.0M | $153.2M | ||
| Q1 24 | $69.0M | $97.3M |
自由现金流
VC
WWD
| Q4 25 | — | $70.3M | ||
| Q3 25 | — | $180.9M | ||
| Q2 25 | — | $99.1M | ||
| Q1 25 | — | $59.4M | ||
| Q4 24 | — | $942.0K | ||
| Q3 24 | — | $117.7M | ||
| Q2 24 | — | $137.3M | ||
| Q1 24 | — | $82.8M |
自由现金流率
VC
WWD
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 18.2% | ||
| Q2 25 | — | 10.8% | ||
| Q1 25 | — | 6.7% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 13.8% | ||
| Q2 24 | — | 16.2% | ||
| Q1 24 | — | 9.9% |
资本支出强度
VC
WWD
| Q4 25 | — | 4.4% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 1.7% |
现金转化率
VC
WWD
| Q4 25 | 1.59× | 0.86× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | 1.34× | 1.16× | ||
| Q1 25 | 1.04× | 0.71× | ||
| Q4 24 | 1.62× | 0.40× | ||
| Q3 24 | 2.45× | 1.70× | ||
| Q2 24 | 0.69× | 1.50× | ||
| Q1 24 | 1.44× | 1.00× |
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
VC
| Audioandinfotainment | $508.0M | 54% |
| Informationdisplays | $428.0M | 45% |
WWD
| Transferred At Point In Time | $253.6M | 25% |
| Commercial OEM | $187.9M | 19% |
| Transportation | $166.3M | 17% |
| Defense OEM | $138.2M | 14% |
| Power Generation | $122.8M | 12% |
| Oil And Gas | $72.4M | 7% |
| Defense Aftermarket | $63.8M | 6% |