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波音（BA）与昆腾（QMCO）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昆腾的297.9倍（$22.2B vs $74.6M）。波音净利率更高（-0.0% vs -37.3%，领先37.3%）。波音同比增速更快（14.0% vs 2.8%）。昆腾自由现金流更多（$-5.6M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs 2.1%）
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。
昆腾公司是一家专注数据存储、管理与保护的科技企业，为全生命周期的视频及非结构化数据提供存储、管理、归档与保护技术服务，客户覆盖各行各业的企业、媒体娱乐公司、政府机构、数据企业以及生命科学机构。公司总部位于加利福尼亚州圣何塞，在全球多地设有分支机构。
BA vs QMCO — 直观对比
营收规模更大
BA
是对方的297.9倍
$74.6M
营收增速更快
BA
高出11.2%
2.8%
净利率更高
BA
高出37.3%
-37.3%
自由现金流更多
QMCO
多$1.4B
$-1.5B
两年增速更快
BA
近两年复合增速
2.1%
损益表 — Q1 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $74.6M |
| 净利润 | $-7.0M | $-27.8M |
| 毛利率 | — | 38.8% |
| 营业利润率 | 2.0% | -1.6% |
| 净利率 | -0.0% | -37.3% |
| 营收同比 | 14.0% | 2.8% |
| 净利润同比 | 77.4% | 61.0% |
| 每股收益（稀释后） | $-0.11 | $-2.03 |
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BAQMCO
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $74.6M | ||
| Q3 25 | $23.3B | $62.7M | ||
| Q2 25 | $22.7B | $64.3M | ||
| Q1 25 | $19.5B | $61.3M | ||
| Q4 24 | $15.2B | $68.7M | ||
| Q3 24 | $17.8B | $71.8M | ||
| Q2 24 | $16.9B | $72.3M |
净利润BAQMCO
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $-27.8M | ||
| Q3 25 | $-5.3B | $-46.5M | ||
| Q2 25 | $-611.0M | $-17.2M | ||
| Q1 25 | $-37.0M | $-7.7M | ||
| Q4 24 | $-3.9B | $-75.3M | ||
| Q3 24 | $-6.2B | $-12.2M | ||
| Q2 24 | $-1.4B | $-19.9M |
毛利率BAQMCO
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 38.8% | ||
| Q3 25 | -10.2% | 37.6% | ||
| Q2 25 | 10.7% | 35.3% | ||
| Q1 25 | 12.4% | 39.6% | ||
| Q4 24 | -10.4% | 40.6% | ||
| Q3 24 | -19.7% | 42.7% | ||
| Q2 24 | 7.3% | 37.4% |
营业利润率BAQMCO
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | -1.6% | ||
| Q3 25 | -20.5% | -13.0% | ||
| Q2 25 | -0.8% | -19.6% | ||
| Q1 25 | 2.4% | -18.9% | ||
| Q4 24 | -24.7% | -11.3% | ||
| Q3 24 | -32.3% | -7.7% | ||
| Q2 24 | -6.5% | -23.3% |
净利率BAQMCO
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | -37.3% | ||
| Q3 25 | -22.9% | -74.1% | ||
| Q2 25 | -2.7% | -26.8% | ||
| Q1 25 | -0.2% | -12.6% | ||
| Q4 24 | -25.4% | -109.6% | ||
| Q3 24 | -34.6% | -16.9% | ||
| Q2 24 | -8.5% | -27.5% |
每股收益（稀释后）BAQMCO
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $-2.03 | ||
| Q3 25 | $-7.14 | $-3.49 | ||
| Q2 25 | $-0.92 | $-1.87 | ||
| Q1 25 | $-0.16 | $-0.31 | ||
| Q4 24 | $-5.50 | $-15.35 | ||
| Q3 24 | $-9.97 | $-2.54 | ||
| Q2 24 | $-2.33 | $-4.15 |
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 | $13.2M |
| 总债务越低越好 | $44.4B | $75.9M |
| 股东权益账面价值 | $6.0B | $-184.2M |
| 总资产 | $164.8B | $149.3M |
| 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BAQMCO
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | $13.2M | ||
| Q3 25 | $23.0B | $14.7M | ||
| Q2 25 | $23.0B | $37.4M | ||
| Q1 25 | $23.7B | $16.5M | ||
| Q4 24 | $26.3B | $20.4M | ||
| Q3 24 | $10.5B | $16.7M | ||
| Q2 24 | $12.6B | $17.3M |
总债务BAQMCO
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | $75.9M | ||
| Q3 25 | $44.6B | $0 | ||
| Q2 25 | $44.6B | $0 | ||
| Q1 25 | $45.7B | $0 | ||
| Q4 24 | $52.6B | $0 | ||
| Q3 24 | $53.2B | $123.0M | ||
| Q2 24 | $53.2B | $100.9M |
股东权益BAQMCO
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $-184.2M | ||
| Q3 25 | $-8.3B | $-160.5M | ||
| Q2 25 | $-3.3B | $-114.4M | ||
| Q1 25 | $-3.3B | $-164.4M | ||
| Q4 24 | $-3.9B | $-196.6M | ||
| Q3 24 | $-23.6B | $-151.1M | ||
| Q2 24 | $-18.0B | $-140.3M |
总资产BAQMCO
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $149.3M | ||
| Q3 25 | $150.0B | $137.7M | ||
| Q2 25 | $155.1B | $169.2M | ||
| Q1 25 | $156.5B | $155.4M | ||
| Q4 24 | $156.4B | $168.1M | ||
| Q3 24 | $137.7B | $163.1M | ||
| Q2 24 | $142.7B | $173.1M |
负债/权益比BAQMCO
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $-4.9M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $-5.6M |
| 自由现金流率自由现金流/营收 | -6.5% | -7.5% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 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 | $-43.6M |
8季度趋势，按日历期对齐
经营现金流BAQMCO
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $-4.9M | ||
| Q3 25 | $1.1B | $-15.6M | ||
| Q2 25 | $227.0M | $-16.9M | ||
| Q1 25 | $-1.6B | $-3.3M | ||
| Q4 24 | $-3.5B | $-3.2M | ||
| Q3 24 | $-1.3B | $-15.3M | ||
| Q2 24 | $-3.9B | $-1.9M |
自由现金流BAQMCO
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $-5.6M | ||
| Q3 25 | $238.0M | $-16.0M | ||
| Q2 25 | $-200.0M | $-18.1M | ||
| Q1 25 | $-2.3B | $-3.9M | ||
| Q4 24 | $-4.1B | $-4.2M | ||
| Q3 24 | $-2.0B | $-16.9M | ||
| Q2 24 | $-4.3B | $-3.5M |
自由现金流率BAQMCO
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | -7.5% | ||
| Q3 25 | 1.0% | -25.5% | ||
| Q2 25 | -0.9% | -28.1% | ||
| Q1 25 | -11.7% | -6.4% | ||
| Q4 24 | -26.9% | -6.2% | ||
| Q3 24 | -11.0% | -23.5% | ||
| Q2 24 | -25.7% | -4.9% |
资本支出强度BAQMCO
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 0.9% | ||
| Q3 25 | 3.8% | 0.7% | ||
| Q2 25 | 1.9% | 1.9% | ||
| Q1 25 | 3.5% | 1.0% | ||
| Q4 24 | 4.3% | 1.6% | ||
| Q3 24 | 3.4% | 2.2% | ||
| Q2 24 | 2.4% | 2.2% |
现金转化率BAQMCO
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
QMCO
| Secondary Storage Systems | $30.6M | 41% |
| Service And Subscriptions | $26.5M | 36% |
| Primary Storage Systems | $10.1M | 14% |
| Subscriptions | $4.4M | 6% |
| Royalty | $1.6M | 2% |
