vs
波尔公司(BALL)与CSW INDUSTRIALS, INC.(CSW)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CSW INDUSTRIALS, INC.的14.4倍($3.3B vs $233.0M)。波尔公司净利率更高(6.0% vs 4.4%,领先1.6%)。CSW INDUSTRIALS, INC.同比增速更快(20.3% vs 16.2%)。波尔公司自由现金流更多($1.0B vs $22.7M)。过去两年波尔公司的营收复合增速更高(7.9% vs 5.1%)
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。
BALL vs CSW — 直观对比
营收规模更大
BALL
是对方的14.4倍
$233.0M
营收增速更快
CSW
高出4.1%
16.2%
净利率更高
BALL
高出1.6%
4.4%
自由现金流更多
BALL
多$1.0B
$22.7M
两年增速更快
BALL
近两年复合增速
5.1%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $3.3B | $233.0M |
| 净利润 | $200.0M | $10.3M |
| 毛利率 | — | 39.7% |
| 营业利润率 | 7.2% | 7.4% |
| 净利率 | 6.0% | 4.4% |
| 营收同比 | 16.2% | 20.3% |
| 净利润同比 | 766.7% | -61.9% |
| 每股收益(稀释后) | $0.73 | $0.62 |
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
BALL
CSW
| Q4 25 | $3.3B | $233.0M | ||
| Q3 25 | $3.4B | $277.0M | ||
| Q2 25 | $3.3B | $263.6M | ||
| Q1 25 | $3.1B | $230.5M | ||
| Q4 24 | $2.9B | $193.6M | ||
| Q3 24 | $3.1B | $227.9M | ||
| Q2 24 | $3.0B | $226.2M | ||
| Q1 24 | $2.9B | $210.9M |
净利润
BALL
CSW
| Q4 25 | $200.0M | $10.3M | ||
| Q3 25 | $321.0M | $40.7M | ||
| Q2 25 | $215.0M | $40.9M | ||
| Q1 25 | $179.0M | $35.1M | ||
| Q4 24 | $-30.0M | $26.9M | ||
| Q3 24 | $199.0M | $36.1M | ||
| Q2 24 | $159.0M | $38.6M | ||
| Q1 24 | $3.7B | $31.8M |
毛利率
BALL
CSW
| Q4 25 | — | 39.7% | ||
| Q3 25 | — | 43.0% | ||
| Q2 25 | — | 43.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | 17.7% | 45.6% | ||
| Q2 24 | 16.5% | 47.5% | ||
| Q1 24 | 16.6% | 44.4% |
营业利润率
BALL
CSW
| Q4 25 | 7.2% | 7.4% | ||
| Q3 25 | 11.6% | 20.5% | ||
| Q2 25 | 8.0% | 20.8% | ||
| Q1 25 | 7.4% | 19.5% | ||
| Q4 24 | 0.2% | 15.3% | ||
| Q3 24 | 7.4% | 22.6% | ||
| Q2 24 | 6.8% | 24.3% | ||
| Q1 24 | 6.8% | 21.0% |
净利率
BALL
CSW
| Q4 25 | 6.0% | 4.4% | ||
| Q3 25 | 9.5% | 14.7% | ||
| Q2 25 | 6.4% | 15.5% | ||
| Q1 25 | 5.8% | 15.2% | ||
| Q4 24 | -1.0% | 13.9% | ||
| Q3 24 | 6.5% | 15.8% | ||
| Q2 24 | 5.4% | 17.1% | ||
| Q1 24 | 128.3% | 15.1% |
每股收益(稀释后)
BALL
CSW
| Q4 25 | $0.73 | $0.62 | ||
| Q3 25 | $1.18 | $2.41 | ||
| Q2 25 | $0.76 | $2.43 | ||
| Q1 25 | $0.63 | $2.05 | ||
| Q4 24 | $0.23 | $1.60 | ||
| Q3 24 | $0.65 | $2.26 | ||
| Q2 24 | $0.51 | $2.47 | ||
| Q1 24 | $11.61 | $2.03 |
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 | $1.2B | $40.2M |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.4B | $1.1B |
| 总资产 | $19.5B | $2.3B |
| 负债/权益比越低杠杆越低 | 1.29× | — |
8季度趋势,按日历期对齐
现金及短期投资
BALL
CSW
| Q4 25 | $1.2B | $40.2M | ||
| Q3 25 | $568.0M | $31.5M | ||
| Q2 25 | $296.0M | $38.0M | ||
| Q1 25 | $449.0M | $225.8M | ||
| Q4 24 | $885.0M | $213.8M | ||
| Q3 24 | $1.4B | $273.2M | ||
| Q2 24 | $1.3B | $18.9M | ||
| Q1 24 | $1.7B | $22.2M |
总债务
BALL
CSW
| Q4 25 | $7.0B | — | ||
| Q3 25 | $6.9B | — | ||
| Q2 25 | $6.5B | — | ||
| Q1 25 | $6.1B | $800.1M | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $5.5B | $166.0M |
股东权益
BALL
CSW
| Q4 25 | $5.4B | $1.1B | ||
| Q3 25 | $5.4B | $1.1B | ||
| Q2 25 | $5.2B | $1.1B | ||
| Q1 25 | $5.5B | $1.1B | ||
| Q4 24 | $5.9B | $1.0B | ||
| Q3 24 | $6.7B | $1.0B | ||
| Q2 24 | $6.9B | $650.2M | ||
| Q1 24 | $7.3B | $615.7M |
总资产
BALL
CSW
| Q4 25 | $19.5B | $2.3B | ||
| Q3 25 | $18.7B | $1.5B | ||
| Q2 25 | $18.6B | $1.5B | ||
| Q1 25 | $18.0B | $1.4B | ||
| Q4 24 | $17.6B | $1.4B | ||
| Q3 24 | $18.8B | $1.4B | ||
| Q2 24 | $19.0B | $1.1B | ||
| Q1 24 | $19.9B | $1.0B |
负债/权益比
BALL
CSW
| Q4 25 | 1.29× | — | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.12× | 0.75× | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.80× | — | ||
| Q1 24 | 0.76× | 0.27× |
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 | $1.2B | $28.9M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $22.7M |
| 自由现金流率自由现金流/营收 | 31.1% | 9.8% |
| 资本支出强度资本支出/营收 | 5.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 6.05× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $788.0M | $162.0M |
8季度趋势,按日历期对齐
经营现金流
BALL
CSW
| Q4 25 | $1.2B | $28.9M | ||
| Q3 25 | $384.0M | $61.8M | ||
| Q2 25 | $332.0M | $60.6M | ||
| Q1 25 | $-665.0M | $27.3M | ||
| Q4 24 | $500.0M | $11.6M | ||
| Q3 24 | $610.0M | $66.8M | ||
| Q2 24 | $252.0M | $62.7M | ||
| Q1 24 | $-1.2B | $22.4M |
自由现金流
BALL
CSW
| Q4 25 | $1.0B | $22.7M | ||
| Q3 25 | $257.0M | $58.7M | ||
| Q2 25 | $236.0M | $57.7M | ||
| Q1 25 | $-746.0M | $22.8M | ||
| Q4 24 | $393.0M | $8.5M | ||
| Q3 24 | $493.0M | $61.3M | ||
| Q2 24 | $146.0M | $59.6M | ||
| Q1 24 | $-1.4B | $17.5M |
自由现金流率
BALL
CSW
| Q4 25 | 31.1% | 9.8% | ||
| Q3 25 | 7.6% | 21.2% | ||
| Q2 25 | 7.1% | 21.9% | ||
| Q1 25 | -24.1% | 9.9% | ||
| Q4 24 | 13.6% | 4.4% | ||
| Q3 24 | 16.0% | 26.9% | ||
| Q2 24 | 4.9% | 26.3% | ||
| Q1 24 | -48.7% | 8.3% |
资本支出强度
BALL
CSW
| Q4 25 | 5.1% | 2.6% | ||
| Q3 25 | 3.8% | 1.1% | ||
| Q2 25 | 2.9% | 1.1% | ||
| Q1 25 | 2.6% | 2.0% | ||
| Q4 24 | 3.7% | 1.6% | ||
| Q3 24 | 3.8% | 2.4% | ||
| Q2 24 | 3.6% | 1.4% | ||
| Q1 24 | 5.4% | 2.3% |
现金转化率
BALL
CSW
| Q4 25 | 6.05× | 2.81× | ||
| Q3 25 | 1.20× | 1.52× | ||
| Q2 25 | 1.54× | 1.48× | ||
| Q1 25 | -3.72× | 0.78× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | 3.07× | 1.85× | ||
| Q2 24 | 1.58× | 1.62× | ||
| Q1 24 | -0.34× | 0.71× |
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
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |