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博思艾伦汉密尔顿（BAH）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
恩智浦的季度营收约是博思艾伦汉密尔顿的1.2倍（$3.2B vs $2.6B），恩智浦净利率更高（35.3% vs 7.6%，领先27.6%），恩智浦同比增速更快（-5.0% vs -10.2%），恩智浦自由现金流更多（$714.0M vs $248.0M），过去两年恩智浦的营收复合增速更高（0.9% 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。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
BAH vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.2倍
$2.6B
营收增速更快
NXPI
高出5.2%
-10.2%
净利率更高
NXPI
高出27.6%
7.6%
自由现金流更多
NXPI
多$466.0M
$248.0M
两年增速更快
NXPI
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $3.2B |
| 净利润 | $200.0M | $1.1B |
| 毛利率 | 51.9% | 59.5% |
| 营业利润率 | 8.8% | — |
| 净利率 | 7.6% | 35.3% |
| 营收同比 | -10.2% | -5.0% |
| 净利润同比 | 7.0% | 147.0% |
| 每股收益（稀释后） | $1.63 | $4.43 |
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BAHNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.6B | $3.3B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.9B | $2.9B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $3.1B | $3.3B | ||
| Q2 24 | $2.9B | $3.1B |
净利润BAHNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $200.0M | $455.0M | ||
| Q3 25 | $175.0M | $631.0M | ||
| Q2 25 | $271.0M | $445.0M | ||
| Q1 25 | $192.7M | $490.0M | ||
| Q4 24 | $186.9M | $495.0M | ||
| Q3 24 | $390.1M | $718.0M | ||
| Q2 24 | $165.2M | $658.0M |
毛利率BAHNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 51.9% | 54.2% | ||
| Q3 25 | 53.6% | 56.3% | ||
| Q2 25 | 51.3% | 53.4% | ||
| Q1 25 | 53.6% | 55.0% | ||
| Q4 24 | 55.2% | 53.9% | ||
| Q3 24 | 56.7% | 57.4% | ||
| Q2 24 | 53.4% | 57.3% |
营业利润率BAHNXPI
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | 22.3% | ||
| Q3 25 | 9.8% | 28.1% | ||
| Q2 25 | 8.8% | 23.5% | ||
| Q1 25 | 9.2% | 25.5% | ||
| Q4 24 | 10.0% | 21.7% | ||
| Q3 24 | 17.4% | 30.5% | ||
| Q2 24 | 8.7% | 28.7% |
净利率BAHNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 7.6% | 13.6% | ||
| Q3 25 | 6.1% | 19.9% | ||
| Q2 25 | 9.3% | 15.2% | ||
| Q1 25 | 6.5% | 17.3% | ||
| Q4 24 | 6.4% | 15.9% | ||
| Q3 24 | 12.4% | 22.1% | ||
| Q2 24 | 5.6% | 21.0% |
每股收益（稀释后）BAHNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $1.63 | $1.80 | ||
| Q3 25 | $1.42 | $2.48 | ||
| Q2 25 | $2.16 | $1.75 | ||
| Q1 25 | $1.52 | $1.92 | ||
| Q4 24 | $1.45 | $1.93 | ||
| Q3 24 | $3.01 | $2.79 | ||
| Q2 24 | $1.27 | $2.54 |
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 | $3.7B |
| 总债务越低越好 | $3.9B | $11.7B |
| 股东权益账面价值 | $1.0B | $10.9B |
| 总资产 | $7.1B | $27.1B |
| 负债/权益比越低杠杆越低 | 3.84× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资BAHNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $882.0M | $3.3B | ||
| Q3 25 | $816.0M | $3.5B | ||
| Q2 25 | $711.0M | $3.2B | ||
| Q1 25 | $885.0M | $4.0B | ||
| Q4 24 | $453.5M | $3.3B | ||
| Q3 24 | $558.7M | $2.7B | ||
| Q2 24 | $297.7M | $2.9B |
总债务BAHNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $3.9B | $11.0B | ||
| Q3 25 | $4.0B | $11.0B | ||
| Q2 25 | $4.0B | $9.5B | ||
| Q1 25 | $4.0B | $10.2B | ||
| Q4 24 | $3.4B | $10.4B | ||
| Q3 24 | $3.4B | $9.7B | ||
| Q2 24 | $3.4B | $9.7B |
股东权益BAHNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $1.0B | $10.1B | ||
| Q3 25 | $996.0M | $10.0B | ||
| Q2 25 | $1.1B | $9.6B | ||
| Q1 25 | $1.0B | $9.3B | ||
| Q4 24 | $1.2B | $9.2B | ||
| Q3 24 | $1.2B | $9.4B | ||
| Q2 24 | $1.1B | $9.0B |
总资产BAHNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $7.1B | $26.6B | ||
| Q3 25 | $7.2B | $26.4B | ||
| Q2 25 | $7.2B | $25.3B | ||
| Q1 25 | $7.3B | $25.2B | ||
| Q4 24 | $6.8B | $24.4B | ||
| Q3 24 | $6.9B | $23.7B | ||
| Q2 24 | $6.6B | $23.2B |
负债/权益比BAHNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 3.84× | 1.09× | ||
| Q3 25 | 3.98× | 1.09× | ||
| Q2 25 | 3.74× | 0.99× | ||
| Q1 25 | 3.99× | 1.10× | ||
| Q4 24 | 2.79× | 1.13× | ||
| Q3 24 | 2.83× | 1.03× | ||
| Q2 24 | 3.14× | 1.07× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $248.0M | $714.0M |
| 自由现金流率自由现金流/营收 | 9.5% | 22.4% |
| 资本支出强度资本支出/营收 | 0.5% | 2.5% |
| 现金转化率经营现金流/净利润 | 1.30× | — |
| 过去12个月自由现金流最近4个季度 | $933.4M | $2.7B |
8季度趋势，按日历期对齐
经营现金流BAHNXPI
| Q1 26 | — | — | ||
| Q4 25 | $261.0M | $891.0M | ||
| Q3 25 | $421.0M | $585.0M | ||
| Q2 25 | $119.0M | $779.0M | ||
| Q1 25 | $219.0M | $565.0M | ||
| Q4 24 | $150.8M | $391.0M | ||
| Q3 24 | $587.1M | $779.0M | ||
| Q2 24 | $52.1M | $761.0M |
自由现金流BAHNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $248.0M | $793.0M | ||
| Q3 25 | $395.0M | $508.0M | ||
| Q2 25 | $96.0M | $696.0M | ||
| Q1 25 | $194.4M | $426.0M | ||
| Q4 24 | $133.6M | $261.0M | ||
| Q3 24 | $563.3M | $593.0M | ||
| Q2 24 | $19.7M | $576.0M |
自由现金流率BAHNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 9.5% | 23.8% | ||
| Q3 25 | 13.7% | 16.0% | ||
| Q2 25 | 3.3% | 23.8% | ||
| Q1 25 | 6.5% | 15.0% | ||
| Q4 24 | 4.6% | 8.4% | ||
| Q3 24 | 17.9% | 18.2% | ||
| Q2 24 | 0.7% | 18.4% |
资本支出强度BAHNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 0.5% | 2.9% | ||
| Q3 25 | 0.9% | 2.4% | ||
| Q2 25 | 0.8% | 2.8% | ||
| Q1 25 | 0.8% | 4.9% | ||
| Q4 24 | 0.6% | 4.2% | ||
| Q3 24 | 0.8% | 5.7% | ||
| Q2 24 | 1.1% | 5.9% |
现金转化率BAHNXPI
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 1.96× | ||
| Q3 25 | 2.41× | 0.93× | ||
| Q2 25 | 0.44× | 1.75× | ||
| Q1 25 | 1.14× | 1.15× | ||
| Q4 24 | 0.81× | 0.79× | ||
| Q3 24 | 1.50× | 1.08× | ||
| Q2 24 | 0.32× | 1.16× |
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% |
NXPI
暂无分部数据
