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波音（BA）与WINNEBAGO INDUSTRIES INC（WGO）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WINNEBAGO INDUSTRIES INC的31.6倍（$22.2B vs $702.7M）。WINNEBAGO INDUSTRIES INC净利率更高（0.8% vs -0.0%，领先0.8%）。波音同比增速更快（14.0% vs 12.3%）。WINNEBAGO INDUSTRIES INC自由现金流更多（$19.8M vs $-1.5B）。过去两年波音的营收复合增速更高（14.8% vs -4.0%）
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。
温尼贝戈工业是美国知名的房车制造商，主营 recreational vehicle（ recreational vehicle 即休闲旅居车）生产制造，2018年收购克里斯-克拉夫特公司后进军摩托艇制造领域，企业也曾产出中轻型多用途车等相关产品，公司名称源自其原总部所在地爱荷华州的温纳贝戈县。
BA vs WGO — 直观对比
营收规模更大
BA
是对方的31.6倍
$702.7M
营收增速更快
BA
高出1.7%
12.3%
净利率更高
WGO
高出0.8%
-0.0%
自由现金流更多
WGO
多$1.5B
$-1.5B
两年增速更快
BA
近两年复合增速
-4.0%
损益表 — Q1 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $22.2B | $702.7M |
| 净利润 | $-7.0M | $5.5M |
| 毛利率 | — | 12.7% |
| 营业利润率 | 2.0% | 2.0% |
| 净利率 | -0.0% | 0.8% |
| 营收同比 | 14.0% | 12.3% |
| 净利润同比 | 77.4% | 205.8% |
| 每股收益（稀释后） | $-0.11 | $0.19 |
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BAWGO
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.9B | $702.7M | ||
| Q3 25 | $23.3B | — | ||
| Q2 25 | $22.7B | $775.1M | ||
| Q1 25 | $19.5B | — | ||
| Q4 24 | $15.2B | $625.6M | ||
| Q3 24 | $17.8B | $720.9M | ||
| Q2 24 | $16.9B | $786.0M |
净利润BAWGO
| Q1 26 | $-7.0M | — | ||
| Q4 25 | $8.2B | $5.5M | ||
| Q3 25 | $-5.3B | — | ||
| Q2 25 | $-611.0M | $17.6M | ||
| Q1 25 | $-37.0M | — | ||
| Q4 24 | $-3.9B | $-5.2M | ||
| Q3 24 | $-6.2B | $-29.1M | ||
| Q2 24 | $-1.4B | $29.0M |
毛利率BAWGO
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 12.7% | ||
| Q3 25 | -10.2% | — | ||
| Q2 25 | 10.7% | 13.7% | ||
| Q1 25 | 12.4% | — | ||
| Q4 24 | -10.4% | 12.3% | ||
| Q3 24 | -19.7% | 13.1% | ||
| Q2 24 | 7.3% | 15.0% |
营业利润率BAWGO
| Q1 26 | 2.0% | — | ||
| Q4 25 | 36.7% | 2.0% | ||
| Q3 25 | -20.5% | — | ||
| Q2 25 | -0.8% | 3.9% | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | -24.7% | -0.1% | ||
| Q3 24 | -32.3% | -2.5% | ||
| Q2 24 | -6.5% | 5.5% |
净利率BAWGO
| Q1 26 | -0.0% | — | ||
| Q4 25 | 34.3% | 0.8% | ||
| Q3 25 | -22.9% | — | ||
| Q2 25 | -2.7% | 2.3% | ||
| Q1 25 | -0.2% | — | ||
| Q4 24 | -25.4% | -0.8% | ||
| Q3 24 | -34.6% | -4.0% | ||
| Q2 24 | -8.5% | 3.7% |
每股收益（稀释后）BAWGO
| Q1 26 | $-0.11 | — | ||
| Q4 25 | $10.70 | $0.19 | ||
| Q3 25 | $-7.14 | — | ||
| Q2 25 | $-0.92 | $0.62 | ||
| Q1 25 | $-0.16 | — | ||
| Q4 24 | $-5.50 | $-0.18 | ||
| Q3 24 | $-9.97 | $-0.87 | ||
| Q2 24 | $-2.33 | $0.96 |
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 | $181.7M |
| 总债务越低越好 | $44.4B | $541.0M |
| 股东权益账面价值 | $6.0B | $1.2B |
| 总资产 | $164.8B | $2.1B |
| 负债/权益比越低杠杆越低 | 7.41× | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资BAWGO
| Q1 26 | $9.4B | — | ||
| Q4 25 | $29.4B | $181.7M | ||
| Q3 25 | $23.0B | — | ||
| Q2 25 | $23.0B | $10.5M | ||
| Q1 25 | $23.7B | — | ||
| Q4 24 | $26.3B | $262.5M | ||
| Q3 24 | $10.5B | $330.9M | ||
| Q2 24 | $12.6B | $318.1M |
总债务BAWGO
| Q1 26 | $44.4B | — | ||
| Q4 25 | $45.6B | $541.0M | ||
| Q3 25 | $44.6B | — | ||
| Q2 25 | $44.6B | $539.9M | ||
| Q1 25 | $45.7B | — | ||
| Q4 24 | $52.6B | $637.7M | ||
| Q3 24 | $53.2B | $637.1M | ||
| Q2 24 | $53.2B | $636.4M |
股东权益BAWGO
| Q1 26 | $6.0B | — | ||
| Q4 25 | $5.5B | $1.2B | ||
| Q3 25 | $-8.3B | — | ||
| Q2 25 | $-3.3B | $1.2B | ||
| Q1 25 | $-3.3B | — | ||
| Q4 24 | $-3.9B | $1.2B | ||
| Q3 24 | $-23.6B | $1.3B | ||
| Q2 24 | $-18.0B | $1.3B |
总资产BAWGO
| Q1 26 | $164.8B | — | ||
| Q4 25 | $168.2B | $2.1B | ||
| Q3 25 | $150.0B | — | ||
| Q2 25 | $155.1B | $2.1B | ||
| Q1 25 | $156.5B | — | ||
| Q4 24 | $156.4B | $2.3B | ||
| Q3 24 | $137.7B | $2.4B | ||
| Q2 24 | $142.7B | $2.4B |
负债/权益比BAWGO
| Q1 26 | 7.41× | — | ||
| Q4 25 | 8.37× | 0.44× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.50× | ||
| Q2 24 | — | 0.48× |
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 | — | $25.4M |
| 自由现金流经营现金流 - 资本支出 | $-1.5B | $19.8M |
| 自由现金流率自由现金流/营收 | -6.5% | 2.8% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 4.62× |
| 过去12个月自由现金流最近4个季度 | $-1.0B | — |
8季度趋势，按日历期对齐
经营现金流BAWGO
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $25.4M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $227.0M | — | ||
| Q1 25 | $-1.6B | — | ||
| Q4 24 | $-3.5B | $-16.7M | ||
| Q3 24 | $-1.3B | $40.7M | ||
| Q2 24 | $-3.9B | $99.4M |
自由现金流BAWGO
| Q1 26 | $-1.5B | — | ||
| Q4 25 | $375.0M | $19.8M | ||
| Q3 25 | $238.0M | — | ||
| Q2 25 | $-200.0M | — | ||
| Q1 25 | $-2.3B | — | ||
| Q4 24 | $-4.1B | $-26.7M | ||
| Q3 24 | $-2.0B | $29.5M | ||
| Q2 24 | $-4.3B | $88.4M |
自由现金流率BAWGO
| Q1 26 | -6.5% | — | ||
| Q4 25 | 1.6% | 2.8% | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | -0.9% | — | ||
| Q1 25 | -11.7% | — | ||
| Q4 24 | -26.9% | -4.3% | ||
| Q3 24 | -11.0% | 4.1% | ||
| Q2 24 | -25.7% | 11.2% |
资本支出强度BAWGO
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | 0.8% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 4.3% | 1.6% | ||
| Q3 24 | 3.4% | 1.6% | ||
| Q2 24 | 2.4% | 1.4% |
现金转化率BAWGO
| Q1 26 | — | — | ||
| Q4 25 | 0.16× | 4.62× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.43× |
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% |
WGO
| Travel Trailer | $139.2M | 20% |
| Class C And Other | $131.0M | 19% |
| Fifth Wheel | $116.0M | 17% |
| Class A | $97.4M | 14% |
| Marine Segment | $79.2M | 11% |
| Class B | $76.3M | 11% |
| Other | $56.4M | 8% |
