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波音（BA）与海斯特耶鲁（HY）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海斯特耶鲁的24.1倍（$22.2B vs $923.2M）。波音净利率更高（-0.0% vs -5.7%，领先5.7%）。波音同比增速更快（14.0% vs -13.5%）。海斯特耶鲁自由现金流更多（$32.9M vs $-1.5B）
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。
海斯特-耶鲁物料搬运公司通过其全资运营子公司海斯特-耶鲁集团，主要以海斯特与耶鲁品牌在全球范围设计研发、生产销售全系列叉车，并提供售后配件与相关服务。该公司2002年起就在NACCO工业集团内独立运营，最终于2012年从NACCO分拆独立。
BA vs HY — 直观对比
营收规模更大
BA
是对方的24.1倍
$923.2M
营收增速更快
BA
高出27.5%
-13.5%
净利率更高
BA
高出5.7%
-5.7%
自由现金流更多
HY
多$1.5B
$-1.5B
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $923.2M |
| 净利润 | $-7.0M | $-52.5M |
| 毛利率 | — | 14.2% |
| 营业利润率 | 2.0% | -4.0% |
| 净利率 | -0.0% | -5.7% |
| 营收同比 | 14.0% | -13.5% |
| 净利润同比 | 77.4% | -609.7% |
| 每股收益（稀释后） | $-0.11 | $-2.96 |
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BAHY
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $923.2M | ||
| Q3 25 | $23.3B | $0 | ||
| Q2 25 | $22.7B | $0 | ||
| Q1 25 | $19.5B | $0 | ||
| Q4 24 | $15.2B | $1.1B | ||
| Q3 24 | $17.8B | $0 | ||
| Q2 24 | $16.9B | $0 |
净利润BAHY
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $-52.5M | ||
| Q3 25 | $-5.3B | $-2.3M | ||
| Q2 25 | $-611.0M | $-13.9M | ||
| Q1 25 | $-37.0M | $8.6M | ||
| Q4 24 | $-3.9B | $10.3M | ||
| Q3 24 | $-6.2B | $17.2M | ||
| Q2 24 | $-1.4B | $63.3M |
毛利率BAHY
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 14.2% | ||
| Q3 25 | -10.2% | — | ||
| Q2 25 | 10.7% | — | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | -10.4% | 19.4% | ||
| Q3 24 | -19.7% | — | ||
| Q2 24 | 7.3% | — |
营业利润率BAHY
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | -4.0% | ||
| Q3 25 | -20.5% | — | ||
| Q2 25 | -0.8% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | -24.7% | 3.0% | ||
| Q3 24 | -32.3% | — | ||
| Q2 24 | -6.5% | — |
净利率BAHY
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | -5.7% | ||
| Q3 25 | -22.9% | — | ||
| Q2 25 | -2.7% | — | ||
| Q1 25 | -0.2% | — | ||
| Q4 24 | -25.4% | 1.0% | ||
| Q3 24 | -34.6% | — | ||
| Q2 24 | -8.5% | — |
每股收益（稀释后）BAHY
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $-2.96 | ||
| Q3 25 | $-7.14 | $-0.13 | ||
| Q2 25 | $-0.92 | $-0.79 | ||
| Q1 25 | $-0.16 | $0.48 | ||
| Q4 24 | $-5.50 | $0.56 | ||
| Q3 24 | $-9.97 | $0.97 | ||
| Q2 24 | $-2.33 | $3.58 |
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 | — |
| 总债务越低越好 | $44.4B | $251.9M |
| 股东权益账面价值 | $6.0B | $472.0M |
| 总资产 | $164.8B | $2.0B |
| 负债/权益比越低杠杆越低 | 7.41× | 0.53× |
8季度趋势，按日历期对齐
现金及短期投资BAHY
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | — | ||
| Q3 25 | $23.0B | — | ||
| Q2 25 | $23.0B | — | ||
| Q1 25 | $23.7B | — | ||
| Q4 24 | $26.3B | — | ||
| Q3 24 | $10.5B | — | ||
| Q2 24 | $12.6B | — |
总债务BAHY
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | $251.9M | ||
| Q3 25 | $44.6B | $252.2M | ||
| Q2 25 | $44.6B | $245.2M | ||
| Q1 25 | $45.7B | $242.6M | ||
| Q4 24 | $52.6B | $241.9M | ||
| Q3 24 | $53.2B | $247.4M | ||
| Q2 24 | $53.2B | $248.5M |
股东权益BAHY
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $472.0M | ||
| Q3 25 | $-8.3B | $536.0M | ||
| Q2 25 | $-3.3B | $544.7M | ||
| Q1 25 | $-3.3B | $510.0M | ||
| Q4 24 | $-3.9B | $475.1M | ||
| Q3 24 | $-23.6B | $529.9M | ||
| Q2 24 | $-18.0B | $465.7M |
总资产BAHY
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $2.0B | ||
| Q3 25 | $150.0B | $2.1B | ||
| Q2 25 | $155.1B | $2.1B | ||
| Q1 25 | $156.5B | $2.1B | ||
| Q4 24 | $156.4B | $2.0B | ||
| Q3 24 | $137.7B | $2.2B | ||
| Q2 24 | $142.7B | $2.1B |
负债/权益比BAHY
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | 0.53× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.53× |
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 | — | $56.5M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $32.9M |
| 自由现金流率自由现金流/营收 | -6.5% | 3.6% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-1.0B | $23.6M |
8季度趋势，按日历期对齐
经营现金流BAHY
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $56.5M | ||
| Q3 25 | $1.1B | $37.1M | ||
| Q2 25 | $227.0M | $28.9M | ||
| Q1 25 | $-1.6B | $-36.4M | ||
| Q4 24 | $-3.5B | $80.7M | ||
| Q3 24 | $-1.3B | $70.1M | ||
| Q2 24 | $-3.9B | $-2.5M |
自由现金流BAHY
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $32.9M | ||
| Q3 25 | $238.0M | $22.6M | ||
| Q2 25 | $-200.0M | $15.1M | ||
| Q1 25 | $-2.3B | $-47.0M | ||
| Q4 24 | $-4.1B | $62.8M | ||
| Q3 24 | $-2.0B | $59.9M | ||
| Q2 24 | $-4.3B | $-14.7M |
自由现金流率BAHY
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | 3.6% | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | -11.7% | — | ||
| Q4 24 | -26.9% | 5.9% | ||
| Q3 24 | -11.0% | — | ||
| Q2 24 | -25.7% | — |
资本支出强度BAHY
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 2.6% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 4.3% | 1.7% | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 2.4% | — |
现金转化率BAHY
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.23× | ||
| Q4 24 | — | 7.83× | ||
| Q3 24 | — | 4.08× | ||
| Q2 24 | — | -0.04× |
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% |
HY
| Sales Channel Through Intermediary | $281.7M | 31% |
| Aftermarketsales | $179.1M | 19% |
| Sales Channel Directly To Consumer | $173.6M | 19% |
| EMEAHY | $153.3M | 17% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $89.0M | 10% |
| Otherrevenue | $42.4M | 5% |
