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苹果(AAPL)与CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKP)财务数据对比。点击上方公司名可切换其他公司
苹果的季度营收约是CHECK POINT SOFTWARE TECHNOLOGIES LTD的72.6倍($143.8B vs $2.0B)。CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高(38.0% vs 29.3%,领先8.7%)。苹果自由现金流更多($51.6B vs $895.5M)
苹果公司是总部位于美国加利福尼亚州硅谷库比蒂诺的跨国科技企业,核心业务覆盖消费电子、软件研发及在线服务。公司1976年由史蒂夫·乔布斯等人创立,最初以电脑产品为主营方向,2007年更名后逐步将业务拓展至更多消费电子赛道。
Check Point软件技术有限公司是以色列知名网络安全企业,业务覆盖全球60余个国家,总部位于以色列特拉维夫,在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护,旗下拥有专业安全研究团队,同时是世界经济论坛的合作伙伴。
AAPL vs CHKP — 直观对比
营收规模更大
AAPL
是对方的72.6倍
$2.0B
净利率更高
CHKP
高出8.7%
29.3%
自由现金流更多
AAPL
多$50.7B
$895.5M
损益表 — Q1 2026 vs Q3 2025
| 指标 | ||
|---|---|---|
| 营收 | $143.8B | $2.0B |
| 净利润 | $42.1B | $752.4M |
| 毛利率 | 48.2% | 86.7% |
| 营业利润率 | 35.4% | 30.2% |
| 净利率 | 29.3% | 38.0% |
| 营收同比 | 15.7% | — |
| 净利润同比 | 15.9% | — |
| 每股收益(稀释后) | $2.84 | $6.81 |
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
AAPL
CHKP
| Q4 25 | $143.8B | — | ||
| Q3 25 | $102.5B | $2.0B | ||
| Q2 25 | $94.0B | — | ||
| Q1 25 | $95.4B | — | ||
| Q4 24 | $124.3B | — | ||
| Q3 24 | $94.9B | — | ||
| Q2 24 | $85.8B | — | ||
| Q1 24 | $90.8B | — |
净利润
AAPL
CHKP
| Q4 25 | $42.1B | — | ||
| Q3 25 | $27.5B | $752.4M | ||
| Q2 25 | $23.4B | — | ||
| Q1 25 | $24.8B | — | ||
| Q4 24 | $36.3B | — | ||
| Q3 24 | $14.7B | — | ||
| Q2 24 | $21.4B | — | ||
| Q1 24 | $23.6B | — |
毛利率
AAPL
CHKP
| Q4 25 | 48.2% | — | ||
| Q3 25 | 47.2% | 86.7% | ||
| Q2 25 | 46.5% | — | ||
| Q1 25 | 47.1% | — | ||
| Q4 24 | 46.9% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 46.3% | — | ||
| Q1 24 | 46.6% | — |
营业利润率
AAPL
CHKP
| Q4 25 | 35.4% | — | ||
| Q3 25 | 31.6% | 30.2% | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 31.0% | — | ||
| Q4 24 | 34.5% | — | ||
| Q3 24 | 31.2% | — | ||
| Q2 24 | 29.6% | — | ||
| Q1 24 | 30.7% | — |
净利率
AAPL
CHKP
| Q4 25 | 29.3% | — | ||
| Q3 25 | 26.8% | 38.0% | ||
| Q2 25 | 24.9% | — | ||
| Q1 25 | 26.0% | — | ||
| Q4 24 | 29.2% | — | ||
| Q3 24 | 15.5% | — | ||
| Q2 24 | 25.0% | — | ||
| Q1 24 | 26.0% | — |
每股收益(稀释后)
AAPL
CHKP
| Q4 25 | $2.84 | — | ||
| Q3 25 | $1.84 | $6.81 | ||
| Q2 25 | $1.57 | — | ||
| Q1 25 | $1.65 | — | ||
| Q4 24 | $2.40 | — | ||
| Q3 24 | $0.97 | — | ||
| Q2 24 | $1.40 | — | ||
| Q1 24 | $1.53 | — |
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 | $66.9B | $619.9M |
| 总债务越低越好 | $88.5B | — |
| 股东权益账面价值 | $88.2B | $3.1B |
| 总资产 | $379.3B | $5.7B |
| 负债/权益比越低杠杆越低 | 1.00× | — |
8季度趋势,按日历期对齐
现金及短期投资
AAPL
CHKP
| Q4 25 | $66.9B | — | ||
| Q3 25 | $54.7B | $619.9M | ||
| Q2 25 | $55.4B | — | ||
| Q1 25 | $48.5B | — | ||
| Q4 24 | $53.8B | — | ||
| Q3 24 | $65.2B | — | ||
| Q2 24 | $61.8B | — | ||
| Q1 24 | $67.2B | — |
总债务
AAPL
CHKP
| Q4 25 | $88.5B | — | ||
| Q3 25 | $90.7B | — | ||
| Q2 25 | $91.8B | — | ||
| Q1 25 | $92.2B | — | ||
| Q4 24 | $94.8B | — | ||
| Q3 24 | $96.7B | — | ||
| Q2 24 | $98.3B | — | ||
| Q1 24 | $102.6B | — |
股东权益
AAPL
CHKP
| Q4 25 | $88.2B | — | ||
| Q3 25 | $73.7B | $3.1B | ||
| Q2 25 | $65.8B | — | ||
| Q1 25 | $66.8B | — | ||
| Q4 24 | $66.8B | — | ||
| Q3 24 | $57.0B | — | ||
| Q2 24 | $66.7B | — | ||
| Q1 24 | $74.2B | — |
总资产
AAPL
CHKP
| Q4 25 | $379.3B | — | ||
| Q3 25 | $359.2B | $5.7B | ||
| Q2 25 | $331.5B | — | ||
| Q1 25 | $331.2B | — | ||
| Q4 24 | $344.1B | — | ||
| Q3 24 | $365.0B | — | ||
| Q2 24 | $331.6B | — | ||
| Q1 24 | $337.4B | — |
负债/权益比
AAPL
CHKP
| Q4 25 | 1.00× | — | ||
| Q3 25 | 1.23× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.38× | — | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.70× | — | ||
| Q2 24 | 1.47× | — | ||
| Q1 24 | 1.38× | — |
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 | $53.9B | $914.9M |
| 自由现金流经营现金流 - 资本支出 | $51.6B | $895.5M |
| 自由现金流率自由现金流/营收 | 35.9% | 45.2% |
| 资本支出强度资本支出/营收 | 1.7% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.28× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $123.3B | — |
8季度趋势,按日历期对齐
经营现金流
AAPL
CHKP
| Q4 25 | $53.9B | — | ||
| Q3 25 | $29.7B | $914.9M | ||
| Q2 25 | $27.9B | — | ||
| Q1 25 | $24.0B | — | ||
| Q4 24 | $29.9B | — | ||
| Q3 24 | $26.8B | — | ||
| Q2 24 | $28.9B | — | ||
| Q1 24 | $22.7B | — |
自由现金流
AAPL
CHKP
| Q4 25 | $51.6B | — | ||
| Q3 25 | $26.5B | $895.5M | ||
| Q2 25 | $24.4B | — | ||
| Q1 25 | $20.9B | — | ||
| Q4 24 | $27.0B | — | ||
| Q3 24 | $23.9B | — | ||
| Q2 24 | $26.7B | — | ||
| Q1 24 | $20.7B | — |
自由现金流率
AAPL
CHKP
| Q4 25 | 35.9% | — | ||
| Q3 25 | 25.8% | 45.2% | ||
| Q2 25 | 26.0% | — | ||
| Q1 25 | 21.9% | — | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 31.1% | — | ||
| Q1 24 | 22.8% | — |
资本支出强度
AAPL
CHKP
| Q4 25 | 1.7% | — | ||
| Q3 25 | 3.2% | 1.0% | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.4% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.2% | — |
现金转化率
AAPL
CHKP
| Q4 25 | 1.28× | — | ||
| Q3 25 | 1.08× | 1.22× | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.97× | — | ||
| Q4 24 | 0.82× | — | ||
| Q3 24 | 1.82× | — | ||
| Q2 24 | 1.35× | — | ||
| Q1 24 | 0.96× | — |
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
AAPL
| iPhone | $85.3B | 59% |
| Services | $30.0B | 21% |
| Wearables | $11.5B | 8% |
| iPad | $8.6B | 6% |
| Mac | $8.4B | 6% |
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |