vs
波音(BA)与nVent Electric plc(NVT)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nVent Electric plc的20.8倍($22.2B vs $1.1B)。nVent Electric plc净利率更高(11.1% vs -0.0%,领先11.2%)。nVent Electric plc同比增速更快(127.3% vs 14.0%)。nVent Electric plc自由现金流更多($165.7M vs $-1.5B)。过去两年波音的营收复合增速更高(14.8% vs 10.4%)
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。
nVent Electric plc是一家源自英美的跨国企业,主营电气连接及外壳类产品。公司集产品设计、生产、销售为一体,同时提供配套运维服务,旗下产品可实现电气系统的连接、防护与管理,覆盖商业、工业、住宅、基建、数据中心等多元应用场景。
BA vs NVT — 直观对比
营收规模更大
BA
是对方的20.8倍
$1.1B
营收增速更快
NVT
高出113.3%
14.0%
净利率更高
NVT
高出11.2%
-0.0%
自由现金流更多
NVT
多$1.6B
$-1.5B
两年增速更快
BA
近两年复合增速
10.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $22.2B | $1.1B |
| 净利润 | $-7.0M | $118.8M |
| 毛利率 | — | 36.5% |
| 营业利润率 | 2.0% | 15.4% |
| 净利率 | -0.0% | 11.1% |
| 营收同比 | 14.0% | 127.3% |
| 净利润同比 | 77.4% | 1010.3% |
| 每股收益(稀释后) | $-0.11 | $0.74 |
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
BA
NVT
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $1.1B | ||
| Q3 25 | $23.3B | $1.1B | ||
| Q2 25 | $22.7B | $963.1M | ||
| Q1 25 | $19.5B | $809.3M | ||
| Q4 24 | $15.2B | $469.2M | ||
| Q3 24 | $17.8B | $782.0M | ||
| Q2 24 | $16.9B | $880.3M |
净利润
BA
NVT
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $118.8M | ||
| Q3 25 | $-5.3B | $121.2M | ||
| Q2 25 | $-611.0M | $109.5M | ||
| Q1 25 | $-37.0M | $360.7M | ||
| Q4 24 | $-3.9B | $10.7M | ||
| Q3 24 | $-6.2B | $105.0M | ||
| Q2 24 | $-1.4B | $111.0M |
毛利率
BA
NVT
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 36.5% | ||
| Q3 25 | -10.2% | 37.4% | ||
| Q2 25 | 10.7% | 38.6% | ||
| Q1 25 | 12.4% | 38.8% | ||
| Q4 24 | -10.4% | 37.1% | ||
| Q3 24 | -19.7% | 39.8% | ||
| Q2 24 | 7.3% | 41.8% |
营业利润率
BA
NVT
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | 15.4% | ||
| Q3 25 | -20.5% | 15.8% | ||
| Q2 25 | -0.8% | 16.3% | ||
| Q1 25 | 2.4% | 16.1% | ||
| Q4 24 | -24.7% | 14.3% | ||
| Q3 24 | -32.3% | 17.0% | ||
| Q2 24 | -6.5% | 19.1% |
净利率
BA
NVT
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | 11.1% | ||
| Q3 25 | -22.9% | 11.5% | ||
| Q2 25 | -2.7% | 11.4% | ||
| Q1 25 | -0.2% | 44.6% | ||
| Q4 24 | -25.4% | 2.3% | ||
| Q3 24 | -34.6% | 13.4% | ||
| Q2 24 | -8.5% | 12.6% |
每股收益(稀释后)
BA
NVT
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $0.74 | ||
| Q3 25 | $-7.14 | $0.74 | ||
| Q2 25 | $-0.92 | $0.67 | ||
| Q1 25 | $-0.16 | $2.16 | ||
| Q4 24 | $-5.50 | $0.07 | ||
| Q3 24 | $-9.97 | $0.62 | ||
| Q2 24 | $-2.33 | $0.66 |
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 | $1.6B |
| 股东权益账面价值 | $6.0B | $3.7B |
| 总资产 | $164.8B | $6.9B |
| 负债/权益比越低杠杆越低 | 7.41× | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
BA
NVT
| 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
BA
NVT
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | $1.6B | ||
| Q3 25 | $44.6B | $1.6B | ||
| Q2 25 | $44.6B | $1.8B | ||
| Q1 25 | $45.7B | $1.8B | ||
| Q4 24 | $52.6B | $2.2B | ||
| Q3 24 | $53.2B | $2.3B | ||
| Q2 24 | $53.2B | $1.8B |
股东权益
BA
NVT
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $3.7B | ||
| Q3 25 | $-8.3B | $3.6B | ||
| Q2 25 | $-3.3B | $3.5B | ||
| Q1 25 | $-3.3B | $3.6B | ||
| Q4 24 | $-3.9B | $3.2B | ||
| Q3 24 | $-23.6B | $3.3B | ||
| Q2 24 | $-18.0B | $3.3B |
总资产
BA
NVT
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $6.9B | ||
| Q3 25 | $150.0B | $6.8B | ||
| Q2 25 | $155.1B | $6.7B | ||
| Q1 25 | $156.5B | $6.7B | ||
| Q4 24 | $156.4B | $6.7B | ||
| Q3 24 | $137.7B | $6.9B | ||
| Q2 24 | $142.7B | $6.2B |
负债/权益比
BA
NVT
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | 0.42× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.49× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.54× |
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 | — | $202.4M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $165.7M |
| 自由现金流率自由现金流/营收 | -6.5% | 15.5% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | — | 1.70× |
| 过去12个月自由现金流最近4个季度 | $-1.0B | $371.9M |
8季度趋势,按日历期对齐
经营现金流
BA
NVT
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $202.4M | ||
| Q3 25 | $1.1B | $219.5M | ||
| Q2 25 | $227.0M | $-16.9M | ||
| Q1 25 | $-1.6B | $60.2M | ||
| Q4 24 | $-3.5B | $224.6M | ||
| Q3 24 | $-1.3B | $197.7M | ||
| Q2 24 | $-3.9B | $130.8M |
自由现金流
BA
NVT
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $165.7M | ||
| Q3 25 | $238.0M | $200.9M | ||
| Q2 25 | $-200.0M | $-33.8M | ||
| Q1 25 | $-2.3B | $39.1M | ||
| Q4 24 | $-4.1B | $198.1M | ||
| Q3 24 | $-2.0B | $184.8M | ||
| Q2 24 | $-4.3B | $112.3M |
自由现金流率
BA
NVT
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | 15.5% | ||
| Q3 25 | 1.0% | 19.1% | ||
| Q2 25 | -0.9% | -3.5% | ||
| Q1 25 | -11.7% | 4.8% | ||
| Q4 24 | -26.9% | 42.2% | ||
| Q3 24 | -11.0% | 23.6% | ||
| Q2 24 | -25.7% | 12.8% |
资本支出强度
BA
NVT
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 3.4% | ||
| Q3 25 | 3.8% | 1.8% | ||
| Q2 25 | 1.9% | 1.8% | ||
| Q1 25 | 3.5% | 2.6% | ||
| Q4 24 | 4.3% | 5.6% | ||
| Q3 24 | 3.4% | 1.6% | ||
| Q2 24 | 2.4% | 2.1% |
现金转化率
BA
NVT
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 1.70× | ||
| Q3 25 | — | 1.81× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 20.99× | ||
| Q3 24 | — | 1.88× | ||
| Q2 24 | — | 1.18× |
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% |
NVT
| Industrial Sector | $554.0M | 52% |
| Electricaland Fastening Solutions Segment | $278.0M | 26% |
| Energy Sector | $235.0M | 22% |