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博通（AVGO）与帕兰提尔科技（PLTR）财务数据对比。点击上方公司名可切换其他公司
博通的季度营收约是帕兰提尔科技的12.8倍（$18.0B vs $1.4B），博通净利率更高（47.3% vs 43.3%，领先4.0%），帕兰提尔科技同比增速更快（70.0% vs 28.2%），博通自由现金流更多（$7.5B vs $764.0M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 22.7%）
博通公司是美国跨国企业，主营各类半导体与基础设施软件产品的设计、研发、生产及全球供应，产品广泛服务于数据中心、网络、软件、宽带、无线、存储及工业领域。借AI发展热潮，2025年博通已跻身全球顶级企业行列，为“七巨头”科技阵营成员。
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
AVGO vs PLTR — 直观对比
营收规模更大
AVGO
是对方的12.8倍
$1.4B
营收增速更快
PLTR
高出41.8%
28.2%
净利率更高
AVGO
高出4.0%
43.3%
自由现金流更多
AVGO
多$6.7B
$764.0M
两年增速更快
PLTR
近两年复合增速
22.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $18.0B | $1.4B |
| 净利润 | $8.5B | $608.7M |
| 毛利率 | 68.0% | 84.6% |
| 营业利润率 | 41.7% | 40.9% |
| 净利率 | 47.3% | 43.3% |
| 营收同比 | 28.2% | 70.0% |
| 净利润同比 | 97.0% | 670.4% |
| 每股收益（稀释后） | $1.75 | $0.24 |
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AVGOPLTR
| Q4 25 | $18.0B | $1.4B | ||
| Q3 25 | $16.0B | $1.2B | ||
| Q2 25 | $15.0B | $1.0B | ||
| Q1 25 | $14.9B | $883.9M | ||
| Q4 24 | $14.1B | $827.5M | ||
| Q3 24 | $13.1B | $725.5M | ||
| Q2 24 | $12.5B | $678.1M | ||
| Q1 24 | $12.0B | $634.3M |
净利润AVGOPLTR
| Q4 25 | $8.5B | $608.7M | ||
| Q3 25 | $4.1B | $475.6M | ||
| Q2 25 | $5.0B | $326.7M | ||
| Q1 25 | $5.5B | $214.0M | ||
| Q4 24 | $4.3B | $79.0M | ||
| Q3 24 | $-1.9B | $143.5M | ||
| Q2 24 | $2.1B | $134.1M | ||
| Q1 24 | $1.3B | $105.5M |
毛利率AVGOPLTR
| Q4 25 | 68.0% | 84.6% | ||
| Q3 25 | 67.1% | 82.4% | ||
| Q2 25 | 68.0% | 80.8% | ||
| Q1 25 | 68.0% | 80.4% | ||
| Q4 24 | 64.1% | 78.9% | ||
| Q3 24 | 63.9% | 79.8% | ||
| Q2 24 | 62.3% | 81.0% | ||
| Q1 24 | 61.7% | 81.7% |
营业利润率AVGOPLTR
| Q4 25 | 41.7% | 40.9% | ||
| Q3 25 | 36.9% | 33.3% | ||
| Q2 25 | 38.8% | 26.8% | ||
| Q1 25 | 42.0% | 19.9% | ||
| Q4 24 | 32.9% | 1.3% | ||
| Q3 24 | 29.0% | 15.6% | ||
| Q2 24 | 23.7% | 15.5% | ||
| Q1 24 | 17.4% | 12.8% |
净利率AVGOPLTR
| Q4 25 | 47.3% | 43.3% | ||
| Q3 25 | 26.0% | 40.3% | ||
| Q2 25 | 33.1% | 32.6% | ||
| Q1 25 | 36.9% | 24.2% | ||
| Q4 24 | 30.8% | 9.5% | ||
| Q3 24 | -14.3% | 19.8% | ||
| Q2 24 | 17.0% | 19.8% | ||
| Q1 24 | 11.1% | 16.6% |
每股收益（稀释后）AVGOPLTR
| Q4 25 | $1.75 | $0.24 | ||
| Q3 25 | $0.85 | $0.18 | ||
| Q2 25 | $1.03 | $0.13 | ||
| Q1 25 | $1.14 | $0.08 | ||
| Q4 24 | $-5.63 | $0.03 | ||
| Q3 24 | $-0.40 | $0.06 | ||
| Q2 24 | $4.42 | $0.06 | ||
| Q1 24 | $2.84 | $0.04 |
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 | $16.2B | $7.2B |
| 总债务越低越好 | $62.0B | — |
| 股东权益账面价值 | $81.3B | $7.4B |
| 总资产 | $171.1B | $8.9B |
| 负债/权益比越低杠杆越低 | 0.76× | — |
8季度趋势，按日历期对齐
现金及短期投资AVGOPLTR
| Q4 25 | $16.2B | $7.2B | ||
| Q3 25 | $10.7B | $6.4B | ||
| Q2 25 | $9.5B | $6.0B | ||
| Q1 25 | $9.3B | $5.4B | ||
| Q4 24 | $9.3B | $5.2B | ||
| Q3 24 | $10.0B | $4.6B | ||
| Q2 24 | $9.8B | $4.0B | ||
| Q1 24 | $11.9B | $3.9B |
总债务AVGOPLTR
| Q4 25 | $62.0B | — | ||
| Q3 25 | $62.8B | — | ||
| Q2 25 | $61.8B | — | ||
| Q1 25 | $60.9B | — | ||
| Q4 24 | $66.3B | — | ||
| Q3 24 | $66.8B | — | ||
| Q2 24 | $71.6B | — | ||
| Q1 24 | $73.5B | — |
股东权益AVGOPLTR
| Q4 25 | $81.3B | $7.4B | ||
| Q3 25 | $73.3B | $6.6B | ||
| Q2 25 | $69.6B | $5.9B | ||
| Q1 25 | $69.8B | $5.4B | ||
| Q4 24 | $67.7B | $5.0B | ||
| Q3 24 | $65.7B | $4.5B | ||
| Q2 24 | $70.0B | $4.1B | ||
| Q1 24 | $70.3B | $3.8B |
总资产AVGOPLTR
| Q4 25 | $171.1B | $8.9B | ||
| Q3 25 | $165.6B | $8.1B | ||
| Q2 25 | $164.6B | $7.4B | ||
| Q1 25 | $165.4B | $6.7B | ||
| Q4 24 | $165.6B | $6.3B | ||
| Q3 24 | $168.0B | $5.8B | ||
| Q2 24 | $175.2B | $5.2B | ||
| Q1 24 | $177.9B | $4.8B |
负债/权益比AVGOPLTR
| Q4 25 | 0.76× | — | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.89× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 1.02× | — | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.05× | — |
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 | $7.7B | $777.3M |
| 自由现金流经营现金流 - 资本支出 | $7.5B | $764.0M |
| 自由现金流率自由现金流/营收 | 41.4% | 54.3% |
| 资本支出强度资本支出/营收 | 1.3% | 0.9% |
| 现金转化率经营现金流/净利润 | 0.90× | 1.28× |
| 过去12个月自由现金流最近4个季度 | $26.9B | $2.1B |
8季度趋势，按日历期对齐
经营现金流AVGOPLTR
| Q4 25 | $7.7B | $777.3M | ||
| Q3 25 | $7.2B | $507.7M | ||
| Q2 25 | $6.6B | $539.3M | ||
| Q1 25 | $6.1B | $310.3M | ||
| Q4 24 | $5.6B | $460.3M | ||
| Q3 24 | $5.0B | $419.8M | ||
| Q2 24 | $4.6B | $144.2M | ||
| Q1 24 | $4.8B | $129.6M |
自由现金流AVGOPLTR
| Q4 25 | $7.5B | $764.0M | ||
| Q3 25 | $7.0B | $500.9M | ||
| Q2 25 | $6.4B | $531.6M | ||
| Q1 25 | $6.0B | $304.1M | ||
| Q4 24 | $5.5B | $457.2M | ||
| Q3 24 | $4.8B | $415.8M | ||
| Q2 24 | $4.4B | $141.3M | ||
| Q1 24 | $4.7B | $126.9M |
自由现金流率AVGOPLTR
| Q4 25 | 41.4% | 54.3% | ||
| Q3 25 | 44.0% | 42.4% | ||
| Q2 25 | 42.7% | 53.0% | ||
| Q1 25 | 40.3% | 34.4% | ||
| Q4 24 | 39.0% | 55.3% | ||
| Q3 24 | 36.7% | 57.3% | ||
| Q2 24 | 35.6% | 20.8% | ||
| Q1 24 | 39.2% | 20.0% |
资本支出强度AVGOPLTR
| Q4 25 | 1.3% | 0.9% | ||
| Q3 25 | 0.9% | 0.6% | ||
| Q2 25 | 1.0% | 0.8% | ||
| Q1 25 | 0.7% | 0.7% | ||
| Q4 24 | 0.9% | 0.4% | ||
| Q3 24 | 1.3% | 0.5% | ||
| Q2 24 | 1.1% | 0.4% | ||
| Q1 24 | 1.0% | 0.4% |
现金转化率AVGOPLTR
| Q4 25 | 0.90× | 1.28× | ||
| Q3 25 | 1.73× | 1.07× | ||
| Q2 25 | 1.32× | 1.65× | ||
| Q1 25 | 1.11× | 1.45× | ||
| Q4 24 | 1.30× | 5.83× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | 2.16× | 1.08× | ||
| Q1 24 | 3.63× | 1.23× |
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
AVGO
| Semiconductor Solutions | $11.1B | 61% |
| Infrastructure Software | $6.9B | 39% |
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
