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波尔公司（BALL）与CAVCO INDUSTRIES, INC.（CVCO）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CAVCO INDUSTRIES, INC.的5.8倍（$3.3B vs $581.0M）。CAVCO INDUSTRIES, INC.净利率更高（7.6% vs 6.0%，领先1.6%）。波尔公司同比增速更快（16.2% vs 11.3%）。波尔公司自由现金流更多（$1.0B vs $57.6M）。过去两年CAVCO INDUSTRIES, INC.的营收复合增速更高（17.6% vs 7.9%）
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。
Cavco工业是总部位于美国亚利桑那州凤凰城的制造企业，主营模块化住宅、休闲房车、度假木屋及预制房屋产品，在美国各地布局有完善的制造工厂与零售门店网络，可满足多元居住及休闲场景的使用需求。
BALL vs CVCO — 直观对比
营收规模更大
BALL
是对方的5.8倍
$581.0M
营收增速更快
BALL
高出4.9%
11.3%
净利率更高
CVCO
高出1.6%
6.0%
自由现金流更多
BALL
多$983.4M
$57.6M
两年增速更快
CVCO
近两年复合增速
7.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $581.0M |
| 净利润 | $200.0M | $44.1M |
| 毛利率 | — | 23.4% |
| 营业利润率 | 7.2% | 9.4% |
| 净利率 | 6.0% | 7.6% |
| 营收同比 | 16.2% | 11.3% |
| 净利润同比 | 766.7% | -22.0% |
| 每股收益（稀释后） | $0.73 | $5.58 |
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BALLCVCO
| Q4 25 | $3.3B | $581.0M | ||
| Q3 25 | $3.4B | $556.5M | ||
| Q2 25 | $3.3B | $556.9M | ||
| Q1 25 | $3.1B | $508.4M | ||
| Q4 24 | $2.9B | $522.0M | ||
| Q3 24 | $3.1B | $507.5M | ||
| Q2 24 | $3.0B | $477.6M | ||
| Q1 24 | $2.9B | $420.1M |
净利润BALLCVCO
| Q4 25 | $200.0M | $44.1M | ||
| Q3 25 | $321.0M | $52.4M | ||
| Q2 25 | $215.0M | $51.6M | ||
| Q1 25 | $179.0M | $36.3M | ||
| Q4 24 | $-30.0M | $56.5M | ||
| Q3 24 | $199.0M | $43.8M | ||
| Q2 24 | $159.0M | $34.4M | ||
| Q1 24 | $3.7B | $33.9M |
毛利率BALLCVCO
| Q4 25 | — | 23.4% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | 22.8% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | 17.7% | 22.9% | ||
| Q2 24 | 16.5% | 21.7% | ||
| Q1 24 | 16.6% | 23.6% |
营业利润率BALLCVCO
| Q4 25 | 7.2% | 9.4% | ||
| Q3 25 | 11.6% | 11.2% | ||
| Q2 25 | 8.0% | 10.8% | ||
| Q1 25 | 7.4% | 7.6% | ||
| Q4 24 | 0.2% | 12.3% | ||
| Q3 24 | 7.4% | 9.7% | ||
| Q2 24 | 6.8% | 8.1% | ||
| Q1 24 | 6.8% | 8.9% |
净利率BALLCVCO
| Q4 25 | 6.0% | 7.6% | ||
| Q3 25 | 9.5% | 9.4% | ||
| Q2 25 | 6.4% | 9.3% | ||
| Q1 25 | 5.8% | 7.1% | ||
| Q4 24 | -1.0% | 10.8% | ||
| Q3 24 | 6.5% | 8.6% | ||
| Q2 24 | 5.4% | 7.2% | ||
| Q1 24 | 128.3% | 8.1% |
每股收益（稀释后）BALLCVCO
| Q4 25 | $0.73 | $5.58 | ||
| Q3 25 | $1.18 | $6.55 | ||
| Q2 25 | $0.76 | $6.42 | ||
| Q1 25 | $0.63 | $4.42 | ||
| Q4 24 | $0.23 | $6.90 | ||
| Q3 24 | $0.65 | $5.28 | ||
| Q2 24 | $0.51 | $4.11 | ||
| Q1 24 | $11.61 | $4.05 |
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 | $241.9M |
| 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 | $1.5B |
| 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BALLCVCO
| Q4 25 | $1.2B | $241.9M | ||
| Q3 25 | $568.0M | $391.8M | ||
| Q2 25 | $296.0M | $362.4M | ||
| Q1 25 | $449.0M | $376.1M | ||
| Q4 24 | $885.0M | $378.9M | ||
| Q3 24 | $1.4B | $388.7M | ||
| Q2 24 | $1.3B | $380.0M | ||
| Q1 24 | $1.7B | $371.0M |
总债务BALLCVCO
| Q4 25 | $7.0B | — | ||
| Q3 25 | $6.9B | — | ||
| Q2 25 | $6.5B | — | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — | ||
| Q1 24 | $5.5B | — |
股东权益BALLCVCO
| 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 | $1.1B | ||
| Q3 24 | $6.7B | $1.0B | ||
| Q2 24 | $6.9B | $1.0B | ||
| Q1 24 | $7.3B | $1.0B |
总资产BALLCVCO
| Q4 25 | $19.5B | $1.5B | ||
| Q3 25 | $18.7B | $1.4B | ||
| Q2 25 | $18.6B | $1.4B | ||
| Q1 25 | $18.0B | $1.4B | ||
| Q4 24 | $17.6B | $1.4B | ||
| Q3 24 | $18.8B | $1.4B | ||
| Q2 24 | $19.0B | $1.4B | ||
| Q1 24 | $19.9B | $1.4B |
负债/权益比BALLCVCO
| Q4 25 | 1.29× | — | ||
| Q3 25 | 1.26× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.12× | — | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.80× | — | ||
| Q1 24 | 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 | $1.2B | $66.1M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $57.6M |
| 自由现金流率自由现金流/营收 | 31.1% | 9.9% |
| 资本支出强度资本支出/营收 | 5.1% | 1.5% |
| 现金转化率经营现金流/净利润 | 6.05× | 1.50× |
| 过去12个月自由现金流最近4个季度 | $788.0M | $205.3M |
8季度趋势，按日历期对齐
经营现金流BALLCVCO
| Q4 25 | $1.2B | $66.1M | ||
| Q3 25 | $384.0M | $78.5M | ||
| Q2 25 | $332.0M | $55.5M | ||
| Q1 25 | $-665.0M | $38.6M | ||
| Q4 24 | $500.0M | $37.8M | ||
| Q3 24 | $610.0M | $54.7M | ||
| Q2 24 | $252.0M | $47.4M | ||
| Q1 24 | $-1.2B | — |
自由现金流BALLCVCO
| Q4 25 | $1.0B | $57.6M | ||
| Q3 25 | $257.0M | $68.7M | ||
| Q2 25 | $236.0M | $46.4M | ||
| Q1 25 | $-746.0M | $32.5M | ||
| Q4 24 | $393.0M | $32.3M | ||
| Q3 24 | $493.0M | $49.8M | ||
| Q2 24 | $146.0M | $42.4M | ||
| Q1 24 | $-1.4B | — |
自由现金流率BALLCVCO
| Q4 25 | 31.1% | 9.9% | ||
| Q3 25 | 7.6% | 12.4% | ||
| Q2 25 | 7.1% | 8.3% | ||
| Q1 25 | -24.1% | 6.4% | ||
| Q4 24 | 13.6% | 6.2% | ||
| Q3 24 | 16.0% | 9.8% | ||
| Q2 24 | 4.9% | 8.9% | ||
| Q1 24 | -48.7% | — |
资本支出强度BALLCVCO
| Q4 25 | 5.1% | 1.5% | ||
| Q3 25 | 3.8% | 1.7% | ||
| Q2 25 | 2.9% | 1.6% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 3.7% | 1.0% | ||
| Q3 24 | 3.8% | 1.0% | ||
| Q2 24 | 3.6% | 1.0% | ||
| Q1 24 | 5.4% | — |
现金转化率BALLCVCO
| Q4 25 | 6.05× | 1.50× | ||
| Q3 25 | 1.20× | 1.50× | ||
| Q2 25 | 1.54× | 1.08× | ||
| Q1 25 | -3.72× | 1.06× | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | 3.07× | 1.25× | ||
| Q2 24 | 1.58× | 1.38× | ||
| Q1 24 | -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
BALL
| Transferred Over Time | $2.7B | 82% |
| Transferred At Point In Time | $602.0M | 18% |
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
