vs
波音（BA）与GRIFFON CORP（GFF）财务数据对比。点击上方公司名可切换其他公司
波音的季度营收约是GRIFFON CORP的34.2倍（$22.2B vs $649.1M）。GRIFFON CORP净利率更高（9.9% vs -0.0%，领先10.0%）。波音同比增速更快（14.0% vs 2.6%）。GRIFFON CORP自由现金流更多（$99.3M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs -1.8%）
波音公司是美国跨国航空航天企业，1916年成立，业务覆盖民用飞机、旋翼机、火箭、卫星、导弹的设计、制造与全球销售，同时提供租赁及产品配套支持服务。作为全球头部航空航天制造商，按2022年营收计为全球第四大国防承包商，也是美国按金额计算的最大出口企业。
格里芬公司是总部位于纽约的跨国多元化控股集团，业务覆盖多领域运营，旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市，是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
BA vs GFF — 直观对比
营收规模更大
BA
是对方的34.2倍
$649.1M
营收增速更快
BA
高出11.4%
2.6%
净利率更高
GFF
高出10.0%
-0.0%
自由现金流更多
GFF
多$1.6B
$-1.5B
两年增速更快
BA
近两年复合增速
-1.8%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $649.1M |
| 净利润 | $-7.0M | $64.4M |
| 毛利率 | — | 41.1% |
| 营业利润率 | 2.0% | 17.5% |
| 净利率 | -0.0% | 9.9% |
| 营收同比 | 14.0% | 2.6% |
| 净利润同比 | 77.4% | -9.1% |
| 每股收益（稀释后） | $-0.11 | $1.41 |
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BAGFF
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $649.1M | ||
| Q3 25 | $23.3B | $662.2M | ||
| Q2 25 | $22.7B | $613.6M | ||
| Q1 25 | $19.5B | $611.7M | ||
| Q4 24 | $15.2B | $632.4M | ||
| Q3 24 | $17.8B | $659.7M | ||
| Q2 24 | $16.9B | $647.8M |
净利润BAGFF
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $64.4M | ||
| Q3 25 | $-5.3B | $43.6M | ||
| Q2 25 | $-611.0M | $-120.1M | ||
| Q1 25 | $-37.0M | $56.8M | ||
| Q4 24 | $-3.9B | $70.9M | ||
| Q3 24 | $-6.2B | $62.5M | ||
| Q2 24 | $-1.4B | $41.1M |
毛利率BAGFF
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 41.1% | ||
| Q3 25 | -10.2% | 41.7% | ||
| Q2 25 | 10.7% | 43.2% | ||
| Q1 25 | 12.4% | 41.2% | ||
| Q4 24 | -10.4% | 41.8% | ||
| Q3 24 | -19.7% | 39.9% | ||
| Q2 24 | 7.3% | 38.5% |
营业利润率BAGFF
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | 17.5% | ||
| Q3 25 | -20.5% | 18.0% | ||
| Q2 25 | -0.8% | -20.5% | ||
| Q1 25 | 2.4% | 16.5% | ||
| Q4 24 | -24.7% | 17.7% | ||
| Q3 24 | -32.3% | 16.9% | ||
| Q2 24 | -6.5% | 13.8% |
净利率BAGFF
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | 9.9% | ||
| Q3 25 | -22.9% | 6.6% | ||
| Q2 25 | -2.7% | -19.6% | ||
| Q1 25 | -0.2% | 9.3% | ||
| Q4 24 | -25.4% | 11.2% | ||
| Q3 24 | -34.6% | 9.5% | ||
| Q2 24 | -8.5% | 6.3% |
每股收益（稀释后）BAGFF
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $1.41 | ||
| Q3 25 | $-7.14 | $1.04 | ||
| Q2 25 | $-0.92 | $-2.65 | ||
| Q1 25 | $-0.16 | $1.21 | ||
| Q4 24 | $-5.50 | $1.49 | ||
| Q3 24 | $-9.97 | $1.29 | ||
| Q2 24 | $-2.33 | $0.84 |
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 | $9.4B | $95.3M |
| 总债务越低越好 | $44.4B | — |
| 股东权益账面价值 | $6.0B | $108.9M |
| 总资产 | $164.8B | $2.1B |
| 负债/权益比越低杠杆越低 | 7.41× | — |
8季度趋势，按日历期对齐
现金及短期投资BAGFF
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | $95.3M | ||
| Q3 25 | $23.0B | $99.0M | ||
| Q2 25 | $23.0B | $107.3M | ||
| Q1 25 | $23.7B | $127.8M | ||
| Q4 24 | $26.3B | $152.0M | ||
| Q3 24 | $10.5B | $114.4M | ||
| Q2 24 | $12.6B | $133.5M |
总债务BAGFF
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | — | ||
| Q3 25 | $44.6B | — | ||
| Q2 25 | $44.6B | $1.5B | ||
| Q1 25 | $45.7B | $1.5B | ||
| Q4 24 | $52.6B | $1.5B | ||
| Q3 24 | $53.2B | $1.5B | ||
| Q2 24 | $53.2B | $1.5B |
股东权益BAGFF
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $108.9M | ||
| Q3 25 | $-8.3B | $74.0M | ||
| Q2 25 | $-3.3B | $63.9M | ||
| Q1 25 | $-3.3B | $214.7M | ||
| Q4 24 | $-3.9B | $227.8M | ||
| Q3 24 | $-23.6B | $224.9M | ||
| Q2 24 | $-18.0B | $223.5M |
总资产BAGFF
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $2.1B | ||
| Q3 25 | $150.0B | $2.1B | ||
| Q2 25 | $155.1B | $2.1B | ||
| Q1 25 | $156.5B | $2.3B | ||
| Q4 24 | $156.4B | $2.3B | ||
| Q3 24 | $137.7B | $2.4B | ||
| Q2 24 | $142.7B | $2.4B |
负债/权益比BAGFF
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.71× | ||
| Q1 25 | — | 7.16× | ||
| Q4 24 | — | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× |
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 | — | $107.0M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $99.3M |
| 自由现金流率自由现金流/营收 | -6.5% | 15.3% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.66× |
| 过去12个月自由现金流最近4个季度 | $-1.0B | $278.9M |
8季度趋势，按日历期对齐
经营现金流BAGFF
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $107.0M | ||
| Q3 25 | $1.1B | $75.0M | ||
| Q2 25 | $227.0M | $123.1M | ||
| Q1 25 | $-1.6B | $16.5M | ||
| Q4 24 | $-3.5B | $142.9M | ||
| Q3 24 | $-1.3B | $72.1M | ||
| Q2 24 | $-3.9B | $122.1M |
自由现金流BAGFF
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $99.3M | ||
| Q3 25 | $238.0M | $62.4M | ||
| Q2 25 | $-200.0M | $114.4M | ||
| Q1 25 | $-2.3B | $2.8M | ||
| Q4 24 | $-4.1B | $125.5M | ||
| Q3 24 | $-2.0B | $51.6M | ||
| Q2 24 | $-4.3B | $107.5M |
自由现金流率BAGFF
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | 15.3% | ||
| Q3 25 | 1.0% | 9.4% | ||
| Q2 25 | -0.9% | 18.6% | ||
| Q1 25 | -11.7% | 0.5% | ||
| Q4 24 | -26.9% | 19.8% | ||
| Q3 24 | -11.0% | 7.8% | ||
| Q2 24 | -25.7% | 16.6% |
资本支出强度BAGFF
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 1.2% | ||
| Q3 25 | 3.8% | 1.9% | ||
| Q2 25 | 1.9% | 1.4% | ||
| Q1 25 | 3.5% | 2.2% | ||
| Q4 24 | 4.3% | 2.8% | ||
| Q3 24 | 3.4% | 3.1% | ||
| Q2 24 | 2.4% | 2.2% |
现金转化率BAGFF
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 1.66× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 1.15× | ||
| Q2 24 | — | 2.97× |
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
BA
| Commercial Airplanes | $9.2B | 41% |
| Defense, Space & Security | $7.6B | 34% |
| Global Services | $5.4B | 24% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
