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波尔公司（BALL）与艺康（ECL）财务数据对比。点击上方公司名可切换其他公司
艺康的季度营收约是波尔公司的1.2倍（$4.1B vs $3.3B），艺康净利率更高（10.6% vs 6.0%，领先4.7%），波尔公司同比增速更快（16.2% vs 10.0%），过去两年波尔公司的营收复合增速更高（7.9% vs 1.0%）
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。
艺康（Ecolab）总部位于美国明尼苏达州圣保罗市，是全球领先的水处理、清洁消毒与卫生防护产品提供商，核心客户群体覆盖各领域商业机构与工业企业，可助力客户提升运营效率、保障公共卫生安全、实现可持续发展。
BALL vs ECL — 直观对比
营收规模更大
ECL
是对方的1.2倍
$3.3B
营收增速更快
BALL
高出6.2%
10.0%
净利率更高
ECL
高出4.7%
6.0%
两年增速更快
BALL
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $4.1B |
| 净利润 | $200.0M | $432.6M |
| 毛利率 | — | — |
| 营业利润率 | 7.2% | 15.3% |
| 净利率 | 6.0% | 10.6% |
| 营收同比 | 16.2% | 10.0% |
| 净利润同比 | 766.7% | 1.3% |
| 每股收益（稀释后） | $0.73 | $1.52 |
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BALLECL
| Q2 26 | — | $4.1B | ||
| Q4 25 | $3.3B | $4.2B | ||
| Q3 25 | $3.4B | $4.2B | ||
| Q2 25 | $3.3B | $4.0B | ||
| Q1 25 | $3.1B | $3.7B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $3.0B | $4.0B |
净利润BALLECL
| Q2 26 | — | $432.6M | ||
| Q4 25 | $200.0M | $563.9M | ||
| Q3 25 | $321.0M | $585.0M | ||
| Q2 25 | $215.0M | $524.2M | ||
| Q1 25 | $179.0M | $402.5M | ||
| Q4 24 | $-30.0M | $472.9M | ||
| Q3 24 | $199.0M | $736.5M | ||
| Q2 24 | $159.0M | $490.9M |
毛利率BALLECL
| Q2 26 | — | — | ||
| Q4 25 | — | 44.0% | ||
| Q3 25 | — | 44.8% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 43.3% | ||
| Q3 24 | 17.7% | 43.4% | ||
| Q2 24 | 16.5% | 43.8% |
营业利润率BALLECL
| Q2 26 | — | 15.3% | ||
| Q4 25 | 7.2% | 17.0% | ||
| Q3 25 | 11.6% | 18.3% | ||
| Q2 25 | 8.0% | 17.6% | ||
| Q1 25 | 7.4% | 15.0% | ||
| Q4 24 | 0.2% | 14.6% | ||
| Q3 24 | 7.4% | 26.1% | ||
| Q2 24 | 6.8% | 16.5% |
净利率BALLECL
| Q2 26 | — | 10.6% | ||
| Q4 25 | 6.0% | 13.4% | ||
| Q3 25 | 9.5% | 14.0% | ||
| Q2 25 | 6.4% | 13.0% | ||
| Q1 25 | 5.8% | 10.9% | ||
| Q4 24 | -1.0% | 11.8% | ||
| Q3 24 | 6.5% | 18.4% | ||
| Q2 24 | 5.4% | 12.3% |
每股收益（稀释后）BALLECL
| Q2 26 | — | $1.52 | ||
| Q4 25 | $0.73 | $1.98 | ||
| Q3 25 | $1.18 | $2.05 | ||
| Q2 25 | $0.76 | $1.84 | ||
| Q1 25 | $0.63 | $1.41 | ||
| Q4 24 | $0.23 | $1.65 | ||
| Q3 24 | $0.65 | $2.58 | ||
| Q2 24 | $0.51 | $1.71 |
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 | $519.8K |
| 总债务越低越好 | $7.0B | $8.5M |
| 股东权益账面价值 | $5.4B | $10.0M |
| 总资产 | $19.5B | $25.0M |
| 负债/权益比越低杠杆越低 | 1.29× | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资BALLECL
| Q2 26 | — | $519.8K | ||
| Q4 25 | $1.2B | $646.2M | ||
| Q3 25 | $568.0M | $2.0B | ||
| Q2 25 | $296.0M | $1.9B | ||
| Q1 25 | $449.0M | $1.2B | ||
| Q4 24 | $885.0M | $1.3B | ||
| Q3 24 | $1.4B | $1.3B | ||
| Q2 24 | $1.3B | $384.0M |
总债务BALLECL
| Q2 26 | — | $8.5M | ||
| Q4 25 | $7.0B | $7.4B | ||
| Q3 25 | $6.9B | $8.1B | ||
| Q2 25 | $6.5B | $7.5B | ||
| Q1 25 | $6.1B | $7.0B | ||
| Q4 24 | $5.3B | $6.9B | ||
| Q3 24 | $5.4B | $7.0B | ||
| Q2 24 | $5.5B | $7.5B |
股东权益BALLECL
| Q2 26 | — | $10.0M | ||
| Q4 25 | $5.4B | $9.8B | ||
| Q3 25 | $5.4B | $9.7B | ||
| Q2 25 | $5.2B | $9.3B | ||
| Q1 25 | $5.5B | $8.9B | ||
| Q4 24 | $5.9B | $8.8B | ||
| Q3 24 | $6.7B | $8.5B | ||
| Q2 24 | $6.9B | $8.3B |
总资产BALLECL
| Q2 26 | — | $25.0M | ||
| Q4 25 | $19.5B | $24.7B | ||
| Q3 25 | $18.7B | $23.9B | ||
| Q2 25 | $18.6B | $23.7B | ||
| Q1 25 | $18.0B | $22.4B | ||
| Q4 24 | $17.6B | $22.4B | ||
| Q3 24 | $18.8B | $22.1B | ||
| Q2 24 | $19.0B | $21.5B |
负债/权益比BALLECL
| Q2 26 | — | 0.85× | ||
| Q4 25 | 1.29× | 0.75× | ||
| Q3 25 | 1.26× | 0.83× | ||
| Q2 25 | 1.24× | 0.81× | ||
| Q1 25 | 1.12× | 0.79× | ||
| Q4 24 | 0.91× | 0.79× | ||
| Q3 24 | 0.80× | 0.82× | ||
| Q2 24 | 0.80× | 0.91× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $1.0B | — |
| 自由现金流率自由现金流/营收 | 31.1% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 6.05× | — |
| 过去12个月自由现金流最近4个季度 | $788.0M | — |
8季度趋势，按日历期对齐
经营现金流BALLECL
| Q2 26 | — | — | ||
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $384.0M | $791.3M | ||
| Q2 25 | $332.0M | $701.8M | ||
| Q1 25 | $-665.0M | $369.4M | ||
| Q4 24 | $500.0M | $766.7M | ||
| Q3 24 | $610.0M | $786.7M | ||
| Q2 24 | $252.0M | $611.1M |
自由现金流BALLECL
| Q2 26 | — | — | ||
| Q4 25 | $1.0B | $758.0M | ||
| Q3 25 | $257.0M | $529.7M | ||
| Q2 25 | $236.0M | $485.1M | ||
| Q1 25 | $-746.0M | $131.5M | ||
| Q4 24 | $393.0M | $407.0M | ||
| Q3 24 | $493.0M | $550.3M | ||
| Q2 24 | $146.0M | $414.2M |
自由现金流率BALLECL
| Q2 26 | — | — | ||
| Q4 25 | 31.1% | 18.1% | ||
| Q3 25 | 7.6% | 12.7% | ||
| Q2 25 | 7.1% | 12.1% | ||
| Q1 25 | -24.1% | 3.6% | ||
| Q4 24 | 13.6% | 10.2% | ||
| Q3 24 | 16.0% | 13.8% | ||
| Q2 24 | 4.9% | 10.4% |
资本支出强度BALLECL
| Q2 26 | — | — | ||
| Q4 25 | 5.1% | 7.9% | ||
| Q3 25 | 3.8% | 6.3% | ||
| Q2 25 | 2.9% | 5.4% | ||
| Q1 25 | 2.6% | 6.4% | ||
| Q4 24 | 3.7% | 9.0% | ||
| Q3 24 | 3.8% | 5.9% | ||
| Q2 24 | 3.6% | 4.9% |
现金转化率BALLECL
| Q2 26 | — | — | ||
| Q4 25 | 6.05× | 1.93× | ||
| Q3 25 | 1.20× | 1.35× | ||
| Q2 25 | 1.54× | 1.34× | ||
| Q1 25 | -3.72× | 0.92× | ||
| Q4 24 | — | 1.62× | ||
| Q3 24 | 3.07× | 1.07× | ||
| Q2 24 | 1.58× | 1.24× |
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% |
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
