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博思艾伦汉密尔顿（BAH）与波尔公司（BALL）财务数据对比。点击上方公司名可切换其他公司
波尔公司的季度营收约是博思艾伦汉密尔顿的1.3倍（$3.3B vs $2.6B），博思艾伦汉密尔顿净利率更高（7.6% vs 6.0%，领先1.7%），波尔公司同比增速更快（16.2% vs -10.2%），波尔公司自由现金流更多（$1.0B vs $248.0M），过去两年波尔公司的营收复合增速更高（7.9% vs -2.8%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
波尔公司是全球领先的可持续铝制包装解决方案供应商，为饮料、个护、家居产品领域的品牌提供创新包装产品，同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务，全业务线高度重视环保责任与产品可靠性。
BAH vs BALL — 直观对比
营收规模更大
BALL
是对方的1.3倍
$2.6B
营收增速更快
BALL
高出26.4%
-10.2%
净利率更高
BAH
高出1.7%
6.0%
自由现金流更多
BALL
多$793.0M
$248.0M
两年增速更快
BALL
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $3.3B |
| 净利润 | $200.0M | $200.0M |
| 毛利率 | 51.9% | — |
| 营业利润率 | 8.8% | 7.2% |
| 净利率 | 7.6% | 6.0% |
| 营收同比 | -10.2% | 16.2% |
| 净利润同比 | 7.0% | 766.7% |
| 每股收益（稀释后） | $1.63 | $0.73 |
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BAHBALL
| Q4 25 | $2.6B | $3.3B | ||
| Q3 25 | $2.9B | $3.4B | ||
| Q2 25 | $2.9B | $3.3B | ||
| Q1 25 | $3.0B | $3.1B | ||
| Q4 24 | $2.9B | $2.9B | ||
| Q3 24 | $3.1B | $3.1B | ||
| Q2 24 | $2.9B | $3.0B | ||
| Q1 24 | $2.8B | $2.9B |
净利润BAHBALL
| Q4 25 | $200.0M | $200.0M | ||
| Q3 25 | $175.0M | $321.0M | ||
| Q2 25 | $271.0M | $215.0M | ||
| Q1 25 | $192.7M | $179.0M | ||
| Q4 24 | $186.9M | $-30.0M | ||
| Q3 24 | $390.1M | $199.0M | ||
| Q2 24 | $165.2M | $159.0M | ||
| Q1 24 | $128.0M | $3.7B |
毛利率BAHBALL
| Q4 25 | 51.9% | — | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 51.3% | — | ||
| Q1 25 | 53.6% | — | ||
| Q4 24 | 55.2% | — | ||
| Q3 24 | 56.7% | 17.7% | ||
| Q2 24 | 53.4% | 16.5% | ||
| Q1 24 | 54.7% | 16.6% |
营业利润率BAHBALL
| Q4 25 | 8.8% | 7.2% | ||
| Q3 25 | 9.8% | 11.6% | ||
| Q2 25 | 8.8% | 8.0% | ||
| Q1 25 | 9.2% | 7.4% | ||
| Q4 24 | 10.0% | 0.2% | ||
| Q3 24 | 17.4% | 7.4% | ||
| Q2 24 | 8.7% | 6.8% | ||
| Q1 24 | 9.5% | 6.8% |
净利率BAHBALL
| Q4 25 | 7.6% | 6.0% | ||
| Q3 25 | 6.1% | 9.5% | ||
| Q2 25 | 9.3% | 6.4% | ||
| Q1 25 | 6.5% | 5.8% | ||
| Q4 24 | 6.4% | -1.0% | ||
| Q3 24 | 12.4% | 6.5% | ||
| Q2 24 | 5.6% | 5.4% | ||
| Q1 24 | 4.6% | 128.3% |
每股收益（稀释后）BAHBALL
| Q4 25 | $1.63 | $0.73 | ||
| Q3 25 | $1.42 | $1.18 | ||
| Q2 25 | $2.16 | $0.76 | ||
| Q1 25 | $1.52 | $0.63 | ||
| Q4 24 | $1.45 | $0.23 | ||
| Q3 24 | $3.01 | $0.65 | ||
| Q2 24 | $1.27 | $0.51 | ||
| Q1 24 | $0.97 | $11.61 |
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 | $882.0M | $1.2B |
| 总债务越低越好 | $3.9B | $7.0B |
| 股东权益账面价值 | $1.0B | $5.4B |
| 总资产 | $7.1B | $19.5B |
| 负债/权益比越低杠杆越低 | 3.84× | 1.29× |
8季度趋势，按日历期对齐
现金及短期投资BAHBALL
| Q4 25 | $882.0M | $1.2B | ||
| Q3 25 | $816.0M | $568.0M | ||
| Q2 25 | $711.0M | $296.0M | ||
| Q1 25 | $885.0M | $449.0M | ||
| Q4 24 | $453.5M | $885.0M | ||
| Q3 24 | $558.7M | $1.4B | ||
| Q2 24 | $297.7M | $1.3B | ||
| Q1 24 | $554.3M | $1.7B |
总债务BAHBALL
| Q4 25 | $3.9B | $7.0B | ||
| Q3 25 | $4.0B | $6.9B | ||
| Q2 25 | $4.0B | $6.5B | ||
| Q1 25 | $4.0B | $6.1B | ||
| Q4 24 | $3.4B | $5.3B | ||
| Q3 24 | $3.4B | $5.4B | ||
| Q2 24 | $3.4B | $5.5B | ||
| Q1 24 | $3.4B | $5.5B |
股东权益BAHBALL
| Q4 25 | $1.0B | $5.4B | ||
| Q3 25 | $996.0M | $5.4B | ||
| Q2 25 | $1.1B | $5.2B | ||
| Q1 25 | $1.0B | $5.5B | ||
| Q4 24 | $1.2B | $5.9B | ||
| Q3 24 | $1.2B | $6.7B | ||
| Q2 24 | $1.1B | $6.9B | ||
| Q1 24 | $1.0B | $7.3B |
总资产BAHBALL
| Q4 25 | $7.1B | $19.5B | ||
| Q3 25 | $7.2B | $18.7B | ||
| Q2 25 | $7.2B | $18.6B | ||
| Q1 25 | $7.3B | $18.0B | ||
| Q4 24 | $6.8B | $17.6B | ||
| Q3 24 | $6.9B | $18.8B | ||
| Q2 24 | $6.6B | $19.0B | ||
| Q1 24 | $6.6B | $19.9B |
负债/权益比BAHBALL
| Q4 25 | 3.84× | 1.29× | ||
| Q3 25 | 3.98× | 1.26× | ||
| Q2 25 | 3.74× | 1.24× | ||
| Q1 25 | 3.99× | 1.12× | ||
| Q4 24 | 2.79× | 0.91× | ||
| Q3 24 | 2.83× | 0.80× | ||
| Q2 24 | 3.14× | 0.80× | ||
| Q1 24 | 3.26× | 0.76× |
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 | $261.0M | $1.2B |
| 自由现金流经营现金流 - 资本支出 | $248.0M | $1.0B |
| 自由现金流率自由现金流/营收 | 9.5% | 31.1% |
| 资本支出强度资本支出/营收 | 0.5% | 5.1% |
| 现金转化率经营现金流/净利润 | 1.30× | 6.05× |
| 过去12个月自由现金流最近4个季度 | $933.4M | $788.0M |
8季度趋势，按日历期对齐
经营现金流BAHBALL
| Q4 25 | $261.0M | $1.2B | ||
| Q3 25 | $421.0M | $384.0M | ||
| Q2 25 | $119.0M | $332.0M | ||
| Q1 25 | $219.0M | $-665.0M | ||
| Q4 24 | $150.8M | $500.0M | ||
| Q3 24 | $587.1M | $610.0M | ||
| Q2 24 | $52.1M | $252.0M | ||
| Q1 24 | $143.8M | $-1.2B |
自由现金流BAHBALL
| Q4 25 | $248.0M | $1.0B | ||
| Q3 25 | $395.0M | $257.0M | ||
| Q2 25 | $96.0M | $236.0M | ||
| Q1 25 | $194.4M | $-746.0M | ||
| Q4 24 | $133.6M | $393.0M | ||
| Q3 24 | $563.3M | $493.0M | ||
| Q2 24 | $19.7M | $146.0M | ||
| Q1 24 | $127.6M | $-1.4B |
自由现金流率BAHBALL
| Q4 25 | 9.5% | 31.1% | ||
| Q3 25 | 13.7% | 7.6% | ||
| Q2 25 | 3.3% | 7.1% | ||
| Q1 25 | 6.5% | -24.1% | ||
| Q4 24 | 4.6% | 13.6% | ||
| Q3 24 | 17.9% | 16.0% | ||
| Q2 24 | 0.7% | 4.9% | ||
| Q1 24 | 4.6% | -48.7% |
资本支出强度BAHBALL
| Q4 25 | 0.5% | 5.1% | ||
| Q3 25 | 0.9% | 3.8% | ||
| Q2 25 | 0.8% | 2.9% | ||
| Q1 25 | 0.8% | 2.6% | ||
| Q4 24 | 0.6% | 3.7% | ||
| Q3 24 | 0.8% | 3.8% | ||
| Q2 24 | 1.1% | 3.6% | ||
| Q1 24 | 0.6% | 5.4% |
现金转化率BAHBALL
| Q4 25 | 1.30× | 6.05× | ||
| Q3 25 | 2.41× | 1.20× | ||
| Q2 25 | 0.44× | 1.54× | ||
| Q1 25 | 1.14× | -3.72× | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 1.50× | 3.07× | ||
| Q2 24 | 0.32× | 1.58× | ||
| Q1 24 | 1.12× | -0.34× |
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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
