vs
爱科（AGCO）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
恩智浦的季度营收约是爱科的1.1倍（$3.2B vs $2.9B），恩智浦净利率更高（35.3% vs 3.3%，领先32.0%），爱科同比增速更快（1.1% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $675.0M），过去两年恩智浦的营收复合增速更高（0.9% vs -0.1%）
AGCO是1990年成立的美国农业机械制造商，总部位于佐治亚州德卢斯。公司主营设计、生产及销售拖拉机、联合收割机、青贮收获机、牧草设备、自走式喷雾机、播种耕作设备等产品，同时提供智慧农业相关技术解决方案。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
AGCO vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.1倍
$2.9B
营收增速更快
AGCO
高出6.1%
-5.0%
净利率更高
NXPI
高出32.0%
3.3%
自由现金流更多
NXPI
多$39.0M
$675.0M
两年增速更快
NXPI
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $3.2B |
| 净利润 | $95.5M | $1.1B |
| 毛利率 | 25.4% | 59.5% |
| 营业利润率 | 7.9% | — |
| 净利率 | 3.3% | 35.3% |
| 营收同比 | 1.1% | -5.0% |
| 净利润同比 | 137.3% | 147.0% |
| 每股收益（稀释后） | $1.30 | $4.43 |
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AGCONXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.9B | $3.3B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.6B | $2.9B | ||
| Q1 25 | $2.1B | $2.8B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $2.6B | $3.3B | ||
| Q2 24 | $3.2B | $3.1B |
净利润AGCONXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $95.5M | $455.0M | ||
| Q3 25 | $305.7M | $631.0M | ||
| Q2 25 | $314.8M | $445.0M | ||
| Q1 25 | $10.5M | $490.0M | ||
| Q4 24 | $-255.7M | $495.0M | ||
| Q3 24 | $30.0M | $718.0M | ||
| Q2 24 | $-367.1M | $658.0M |
毛利率AGCONXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 25.4% | 54.2% | ||
| Q3 25 | 26.1% | 56.3% | ||
| Q2 25 | 25.0% | 53.4% | ||
| Q1 25 | 25.4% | 55.0% | ||
| Q4 24 | 23.9% | 53.9% | ||
| Q3 24 | 23.2% | 57.4% | ||
| Q2 24 | 25.8% | 57.3% |
营业利润率AGCONXPI
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 22.3% | ||
| Q3 25 | 6.1% | 28.1% | ||
| Q2 25 | 6.2% | 23.5% | ||
| Q1 25 | 2.4% | 25.5% | ||
| Q4 24 | -9.3% | 21.7% | ||
| Q3 24 | 4.4% | 30.5% | ||
| Q2 24 | -7.4% | 28.7% |
净利率AGCONXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 3.3% | 13.6% | ||
| Q3 25 | 12.3% | 19.9% | ||
| Q2 25 | 11.9% | 15.2% | ||
| Q1 25 | 0.5% | 17.3% | ||
| Q4 24 | -8.9% | 15.9% | ||
| Q3 24 | 1.2% | 22.1% | ||
| Q2 24 | -11.3% | 21.0% |
每股收益（稀释后）AGCONXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $1.30 | $1.80 | ||
| Q3 25 | $4.09 | $2.48 | ||
| Q2 25 | $4.22 | $1.75 | ||
| Q1 25 | $0.14 | $1.92 | ||
| Q4 24 | $-3.42 | $1.93 | ||
| Q3 24 | $0.40 | $2.79 | ||
| Q2 24 | $-4.92 | $2.54 |
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 | $861.8M | $3.7B |
| 总债务越低越好 | $2.4B | $11.7B |
| 股东权益账面价值 | $4.3B | $10.9B |
| 总资产 | $11.9B | $27.1B |
| 负债/权益比越低杠杆越低 | 0.56× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资AGCONXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $861.8M | $3.3B | ||
| Q3 25 | $884.1M | $3.5B | ||
| Q2 25 | $783.9M | $3.2B | ||
| Q1 25 | $562.6M | $4.0B | ||
| Q4 24 | $612.7M | $3.3B | ||
| Q3 24 | $622.6M | $2.7B | ||
| Q2 24 | $657.3M | $2.9B |
总债务AGCONXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $2.4B | $11.0B | ||
| Q3 25 | $2.7B | $11.0B | ||
| Q2 25 | $2.8B | $9.5B | ||
| Q1 25 | $2.8B | $10.2B | ||
| Q4 24 | $2.6B | $10.4B | ||
| Q3 24 | $4.0B | $9.7B | ||
| Q2 24 | $3.9B | $9.7B |
股东权益AGCONXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $4.3B | $10.1B | ||
| Q3 25 | $4.5B | $10.0B | ||
| Q2 25 | $4.2B | $9.6B | ||
| Q1 25 | $3.8B | $9.3B | ||
| Q4 24 | $3.7B | $9.2B | ||
| Q3 24 | $4.1B | $9.4B | ||
| Q2 24 | $4.1B | $9.0B |
总资产AGCONXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $11.9B | $26.6B | ||
| Q3 25 | $12.5B | $26.4B | ||
| Q2 25 | $12.3B | $25.3B | ||
| Q1 25 | $11.5B | $25.2B | ||
| Q4 24 | $11.2B | $24.4B | ||
| Q3 24 | $13.5B | $23.7B | ||
| Q2 24 | $13.6B | $23.2B |
负债/权益比AGCONXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 0.56× | 1.09× | ||
| Q3 25 | 0.61× | 1.09× | ||
| Q2 25 | 0.68× | 0.99× | ||
| Q1 25 | 0.74× | 1.10× | ||
| Q4 24 | 0.68× | 1.13× | ||
| Q3 24 | 0.95× | 1.03× | ||
| Q2 24 | 0.95× | 1.07× |
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 | $763.6M | — |
| 自由现金流经营现金流 - 资本支出 | $675.0M | $714.0M |
| 自由现金流率自由现金流/营收 | 23.1% | 22.4% |
| 资本支出强度资本支出/营收 | 3.0% | 2.5% |
| 现金转化率经营现金流/净利润 | 8.00× | — |
| 过去12个月自由现金流最近4个季度 | $740.2M | $2.7B |
8季度趋势，按日历期对齐
经营现金流AGCONXPI
| Q1 26 | — | — | ||
| Q4 25 | $763.6M | $891.0M | ||
| Q3 25 | $71.0M | $585.0M | ||
| Q2 25 | $365.7M | $779.0M | ||
| Q1 25 | $-212.2M | $565.0M | ||
| Q4 24 | $797.9M | $391.0M | ||
| Q3 24 | $26.5M | $779.0M | ||
| Q2 24 | $235.5M | $761.0M |
自由现金流AGCONXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $675.0M | $793.0M | ||
| Q3 25 | $2.1M | $508.0M | ||
| Q2 25 | $323.5M | $696.0M | ||
| Q1 25 | $-260.4M | $426.0M | ||
| Q4 24 | $683.9M | $261.0M | ||
| Q3 24 | $-59.8M | $593.0M | ||
| Q2 24 | $137.5M | $576.0M |
自由现金流率AGCONXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 23.1% | 23.8% | ||
| Q3 25 | 0.1% | 16.0% | ||
| Q2 25 | 12.3% | 23.8% | ||
| Q1 25 | -12.7% | 15.0% | ||
| Q4 24 | 23.7% | 8.4% | ||
| Q3 24 | -2.3% | 18.2% | ||
| Q2 24 | 4.2% | 18.4% |
资本支出强度AGCONXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 3.0% | 2.9% | ||
| Q3 25 | 2.8% | 2.4% | ||
| Q2 25 | 1.6% | 2.8% | ||
| Q1 25 | 2.4% | 4.9% | ||
| Q4 24 | 3.9% | 4.2% | ||
| Q3 24 | 3.3% | 5.7% | ||
| Q2 24 | 3.0% | 5.9% |
现金转化率AGCONXPI
| Q1 26 | — | — | ||
| Q4 25 | 8.00× | 1.96× | ||
| Q3 25 | 0.23× | 0.93× | ||
| Q2 25 | 1.16× | 1.75× | ||
| Q1 25 | -20.21× | 1.15× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | 0.88× | 1.08× | ||
| Q2 24 | — | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
