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Wabtec(WAB)与W. R. Berkley Corporation(WRB)财务数据对比。点击上方公司名可切换其他公司
W. R. Berkley Corporation的季度营收约是Wabtec的1.3倍($3.7B vs $3.0B),W. R. Berkley Corporation净利率更高(14.0% vs 12.3%,领先1.7%),Wabtec同比增速更快(13.0% vs 4.0%),过去两年Wabtec的营收复合增速更高(5.6% vs 5.5%)
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。
W. R. Berkley Corporation由威廉·罗伯特·伯克利创立,他目前担任该公司董事长,同时兼任纽约大学校董会主席,在企业经营管理及高等教育治理领域均具备深厚的经验积累。
WAB vs WRB — 直观对比
营收规模更大
WRB
是对方的1.3倍
$3.0B
营收增速更快
WAB
高出9.0%
4.0%
净利率更高
WRB
高出1.7%
12.3%
两年增速更快
WAB
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.0B | $3.7B |
| 净利润 | $363.0M | $515.2M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 17.5% | — |
| 净利率 | 12.3% | 14.0% |
| 营收同比 | 13.0% | 4.0% |
| 净利润同比 | 11.0% | 23.4% |
| 每股收益(稀释后) | $2.12 | $1.31 |
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
WAB
WRB
| Q1 26 | $3.0B | $3.7B | ||
| Q4 25 | $3.0B | $3.7B | ||
| Q3 25 | $2.9B | $3.8B | ||
| Q2 25 | $2.7B | $3.7B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.6B | $3.7B | ||
| Q3 24 | $2.7B | $3.4B | ||
| Q2 24 | $2.6B | $3.3B |
净利润
WAB
WRB
| Q1 26 | $363.0M | $515.2M | ||
| Q4 25 | $202.0M | $449.5M | ||
| Q3 25 | $310.0M | $511.0M | ||
| Q2 25 | $336.0M | $401.3M | ||
| Q1 25 | $322.0M | $417.6M | ||
| Q4 24 | $212.0M | $576.1M | ||
| Q3 24 | $283.0M | $365.6M | ||
| Q2 24 | $289.0M | $371.9M |
毛利率
WAB
WRB
| Q1 26 | 36.0% | — | ||
| Q4 25 | 32.6% | — | ||
| Q3 25 | 34.7% | — | ||
| Q2 25 | 34.7% | — | ||
| Q1 25 | 34.5% | — | ||
| Q4 24 | 30.9% | — | ||
| Q3 24 | 33.0% | — | ||
| Q2 24 | 33.1% | — |
营业利润率
WAB
WRB
| Q1 26 | 17.5% | — | ||
| Q4 25 | 12.0% | 15.4% | ||
| Q3 25 | 17.0% | 17.2% | ||
| Q2 25 | 17.4% | 14.2% | ||
| Q1 25 | 18.2% | 15.2% | ||
| Q4 24 | 12.9% | 19.9% | ||
| Q3 24 | 16.3% | 14.0% | ||
| Q2 24 | 16.3% | 14.7% |
净利率
WAB
WRB
| Q1 26 | 12.3% | 14.0% | ||
| Q4 25 | 6.8% | 12.1% | ||
| Q3 25 | 10.7% | 13.6% | ||
| Q2 25 | 12.4% | 10.9% | ||
| Q1 25 | 12.3% | 11.8% | ||
| Q4 24 | 8.2% | 15.7% | ||
| Q3 24 | 10.6% | 10.8% | ||
| Q2 24 | 10.9% | 11.2% |
每股收益(稀释后)
WAB
WRB
| Q1 26 | $2.12 | $1.31 | ||
| Q4 25 | $1.18 | $1.13 | ||
| Q3 25 | $1.81 | $1.28 | ||
| Q2 25 | $1.96 | $1.00 | ||
| Q1 25 | $1.88 | $1.04 | ||
| Q4 24 | $1.24 | $0.89 | ||
| Q3 24 | $1.63 | $0.91 | ||
| Q2 24 | $1.64 | $0.92 |
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 | — | $2.1B |
| 总债务越低越好 | $4.7B | — |
| 股东权益账面价值 | $11.1B | — |
| 总资产 | $23.2B | $44.3B |
| 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
WAB
WRB
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务
WAB
WRB
| 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 | — | ||
| Q2 24 | $4.0B | — |
股东权益
WAB
WRB
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.1B | $9.7B | ||
| Q3 25 | $11.0B | $9.8B | ||
| Q2 25 | $10.8B | $9.3B | ||
| Q1 25 | $10.4B | $8.9B | ||
| Q4 24 | $10.1B | $8.4B | ||
| Q3 24 | $10.3B | $8.4B | ||
| Q2 24 | $10.5B | $7.8B |
总资产
WAB
WRB
| Q1 26 | $23.2B | $44.3B | ||
| Q4 25 | $22.1B | $44.1B | ||
| Q3 25 | $21.5B | $43.7B | ||
| Q2 25 | $20.4B | $42.7B | ||
| Q1 25 | $19.1B | $41.3B | ||
| Q4 24 | $18.7B | $40.6B | ||
| Q3 24 | $18.6B | $40.4B | ||
| Q2 24 | $18.9B | $38.9B |
负债/权益比
WAB
WRB
| 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× | — | ||
| Q2 24 | 0.38× | — |
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 | $199.0M | — |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 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
WAB
WRB
| Q1 26 | $199.0M | — | ||
| Q4 25 | $992.0M | $995.1M | ||
| Q3 25 | $367.0M | $1.1B | ||
| Q2 25 | $209.0M | $703.8M | ||
| Q1 25 | $191.0M | $743.8M | ||
| Q4 24 | $723.0M | $810.0M | ||
| Q3 24 | $542.0M | $1.2B | ||
| Q2 24 | $235.0M | $881.3M |
自由现金流
WAB
WRB
| Q1 26 | — | — | ||
| Q4 25 | $870.0M | — | ||
| Q3 25 | $312.0M | — | ||
| Q2 25 | $170.0M | — | ||
| Q1 25 | $147.0M | — | ||
| Q4 24 | $639.0M | — | ||
| Q3 24 | $496.0M | — | ||
| Q2 24 | $189.0M | — |
自由现金流率
WAB
WRB
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 18.6% | — | ||
| Q2 24 | 7.1% | — |
资本支出强度
WAB
WRB
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.7% | — |
现金转化率
WAB
WRB
| Q1 26 | 0.55× | — | ||
| Q4 25 | 4.91× | 2.21× | ||
| Q3 25 | 1.18× | 2.23× | ||
| Q2 25 | 0.62× | 1.75× | ||
| Q1 25 | 0.59× | 1.78× | ||
| Q4 24 | 3.41× | 1.41× | ||
| Q3 24 | 1.92× | 3.39× | ||
| Q2 24 | 0.81× | 2.37× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图