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波音（BA）与Vontier Corp（VNT）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Vontier Corp的27.5倍（$22.2B vs $808.5M）。Vontier Corp净利率更高（15.3% vs -0.0%，领先15.3%）。波音同比增速更快（14.0% vs 4.1%）。Vontier Corp自由现金流更多（$174.8M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs 3.4%）
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。
Vontier Corp是一家总部位于美国北卡罗来纳州罗利市的工业制造企业，旗下拥有Gilbarco Veeder-Root、Matco Tools、Teletrac Navman等核心品牌，还控股Hennessy Industries、Gasboy、全球交通技术（GTT）等多家子公司，业务覆盖多个工业制造细分领域。
BA vs VNT — 直观对比
营收规模更大
BA
是对方的27.5倍
$808.5M
营收增速更快
BA
高出9.9%
4.1%
净利率更高
VNT
高出15.3%
-0.0%
自由现金流更多
VNT
多$1.6B
$-1.5B
两年增速更快
BA
近两年复合增速
3.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $808.5M |
| 净利润 | $-7.0M | $123.5M |
| 毛利率 | — | — |
| 营业利润率 | 2.0% | 18.9% |
| 净利率 | -0.0% | 15.3% |
| 营收同比 | 14.0% | 4.1% |
| 净利润同比 | 77.4% | 0.0% |
| 每股收益（稀释后） | $-0.11 | $0.85 |
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BAVNT
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $808.5M | ||
| Q3 25 | $23.3B | $752.5M | ||
| Q2 25 | $22.7B | $773.5M | ||
| Q1 25 | $19.5B | $741.1M | ||
| Q4 24 | $15.2B | $776.8M | ||
| Q3 24 | $17.8B | $750.0M | ||
| Q2 24 | $16.9B | $696.4M |
净利润BAVNT
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $123.5M | ||
| Q3 25 | $-5.3B | $102.8M | ||
| Q2 25 | $-611.0M | $91.9M | ||
| Q1 25 | $-37.0M | $87.9M | ||
| Q4 24 | $-3.9B | $123.5M | ||
| Q3 24 | $-6.2B | $91.8M | ||
| Q2 24 | $-1.4B | $70.1M |
毛利率BAVNT
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | -10.2% | 47.3% | ||
| Q2 25 | 10.7% | 47.9% | ||
| Q1 25 | 12.4% | 47.3% | ||
| Q4 24 | -10.4% | — | ||
| Q3 24 | -19.7% | 47.2% | ||
| Q2 24 | 7.3% | 48.2% |
营业利润率BAVNT
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | 18.9% | ||
| Q3 25 | -20.5% | 18.9% | ||
| Q2 25 | -0.8% | 17.6% | ||
| Q1 25 | 2.4% | 17.6% | ||
| Q4 24 | -24.7% | 19.2% | ||
| Q3 24 | -32.3% | 17.5% | ||
| Q2 24 | -6.5% | 16.4% |
净利率BAVNT
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | 15.3% | ||
| Q3 25 | -22.9% | 13.7% | ||
| Q2 25 | -2.7% | 11.9% | ||
| Q1 25 | -0.2% | 11.9% | ||
| Q4 24 | -25.4% | 15.9% | ||
| Q3 24 | -34.6% | 12.2% | ||
| Q2 24 | -8.5% | 10.1% |
每股收益（稀释后）BAVNT
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $0.85 | ||
| Q3 25 | $-7.14 | $0.70 | ||
| Q2 25 | $-0.92 | $0.62 | ||
| Q1 25 | $-0.16 | $0.59 | ||
| Q4 24 | $-5.50 | $0.82 | ||
| Q3 24 | $-9.97 | $0.60 | ||
| Q2 24 | $-2.33 | $0.45 |
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 | $492.2M |
| 总债务越低越好 | $44.4B | — |
| 股东权益账面价值 | $6.0B | $1.2B |
| 总资产 | $164.8B | $4.4B |
| 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BAVNT
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | $492.2M | ||
| Q3 25 | $23.0B | $433.8M | ||
| Q2 25 | $23.0B | $364.2M | ||
| Q1 25 | $23.7B | $333.6M | ||
| Q4 24 | $26.3B | $356.4M | ||
| Q3 24 | $10.5B | $330.9M | ||
| Q2 24 | $12.6B | $331.3M |
总债务BAVNT
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | — | ||
| Q3 25 | $44.6B | — | ||
| Q2 25 | $44.6B | — | ||
| Q1 25 | $45.7B | — | ||
| Q4 24 | $52.6B | — | ||
| Q3 24 | $53.2B | — | ||
| Q2 24 | $53.2B | — |
股东权益BAVNT
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $1.2B | ||
| Q3 25 | $-8.3B | $1.2B | ||
| Q2 25 | $-3.3B | $1.2B | ||
| Q1 25 | $-3.3B | $1.1B | ||
| Q4 24 | $-3.9B | $1.1B | ||
| Q3 24 | $-23.6B | $1.0B | ||
| Q2 24 | $-18.0B | $1.0B |
总资产BAVNT
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $4.4B | ||
| Q3 25 | $150.0B | $4.4B | ||
| Q2 25 | $155.1B | $4.4B | ||
| Q1 25 | $156.5B | $4.3B | ||
| Q4 24 | $156.4B | $4.3B | ||
| Q3 24 | $137.7B | $4.3B | ||
| Q2 24 | $142.7B | $4.2B |
负债/权益比BAVNT
| 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 | — | $190.1M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $174.8M |
| 自由现金流率自由现金流/营收 | -6.5% | 21.6% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | — | 1.54× |
| 过去12个月自由现金流最近4个季度 | $-1.0B | $441.1M |
8季度趋势，按日历期对齐
经营现金流BAVNT
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $190.1M | ||
| Q3 25 | $1.1B | $110.5M | ||
| Q2 25 | $227.0M | $100.0M | ||
| Q1 25 | $-1.6B | $110.4M | ||
| Q4 24 | $-3.5B | $168.1M | ||
| Q3 24 | $-1.3B | $121.8M | ||
| Q2 24 | $-3.9B | $46.1M |
自由现金流BAVNT
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $174.8M | ||
| Q3 25 | $238.0M | $90.3M | ||
| Q2 25 | $-200.0M | $83.3M | ||
| Q1 25 | $-2.3B | $92.7M | ||
| Q4 24 | $-4.1B | $148.0M | ||
| Q3 24 | $-2.0B | $103.2M | ||
| Q2 24 | $-4.3B | $22.3M |
自由现金流率BAVNT
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | 21.6% | ||
| Q3 25 | 1.0% | 12.0% | ||
| Q2 25 | -0.9% | 10.8% | ||
| Q1 25 | -11.7% | 12.5% | ||
| Q4 24 | -26.9% | 19.1% | ||
| Q3 24 | -11.0% | 13.8% | ||
| Q2 24 | -25.7% | 3.2% |
资本支出强度BAVNT
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 1.9% | ||
| Q3 25 | 3.8% | 2.7% | ||
| Q2 25 | 1.9% | 2.2% | ||
| Q1 25 | 3.5% | 2.4% | ||
| Q4 24 | 4.3% | 2.6% | ||
| Q3 24 | 3.4% | 2.5% | ||
| Q2 24 | 2.4% | 3.4% |
现金转化率BAVNT
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 1.54× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | — | 1.09× | ||
| Q1 25 | — | 1.26× | ||
| Q4 24 | — | 1.36× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | — | 0.66× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
