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波尔公司（BALL）与爱迪生国际（EIX）财务数据对比。点击上方公司名可切换其他公司
爱迪生国际的季度营收约是波尔公司的1.4倍（$5.2B vs $3.6B），爱迪生国际净利率更高（35.4% vs 5.7%，领先29.8%），爱迪生国际同比增速更快（30.8% vs 16.3%），爱迪生国际自由现金流更多（$-319.0M vs $-938.0M），过去两年爱迪生国际的营收复合增速更高（13.1% vs 10.3%）
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。
爱迪生国际是总部位于美国加利福尼亚州罗斯米德的公用事业控股企业，旗下核心资产包括南加州爱迪生公司，以及非公用事业类业务主体爱迪生能源。公司历史可追溯至1886年成立的Holt & Knupps，最初为加州维塞利亚市提供路灯相关服务。
BALL vs EIX — 直观对比
营收规模更大
EIX
是对方的1.4倍
$3.6B
营收增速更快
EIX
高出14.5%
16.3%
净利率更高
EIX
高出29.8%
5.7%
自由现金流更多
EIX
多$619.0M
$-938.0M
两年增速更快
EIX
近两年复合增速
10.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $5.2B |
| 净利润 | $205.0M | $1.8B |
| 毛利率 | — | — |
| 营业利润率 | — | 52.8% |
| 净利率 | 5.7% | 35.4% |
| 营收同比 | 16.3% | 30.8% |
| 净利润同比 | 14.5% | 443.5% |
| 每股收益（稀释后） | $0.77 | $4.78 |
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BALLEIX
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.3B | $5.2B | ||
| Q3 25 | $3.4B | $5.8B | ||
| Q2 25 | $3.3B | $4.5B | ||
| Q1 25 | $3.1B | $3.8B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $3.1B | $5.2B | ||
| Q2 24 | $3.0B | $4.3B |
净利润BALLEIX
| Q1 26 | $205.0M | — | ||
| Q4 25 | $200.0M | $1.8B | ||
| Q3 25 | $321.0M | $832.0M | ||
| Q2 25 | $215.0M | $343.0M | ||
| Q1 25 | $179.0M | $1.4B | ||
| Q4 24 | $-30.0M | $340.0M | ||
| Q3 24 | $199.0M | $516.0M | ||
| Q2 24 | $159.0M | $439.0M |
毛利率BALLEIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 16.5% | — |
营业利润率BALLEIX
| Q1 26 | — | — | ||
| Q4 25 | 7.2% | 52.8% | ||
| Q3 25 | 11.6% | 24.9% | ||
| Q2 25 | 8.0% | 17.1% | ||
| Q1 25 | 7.4% | 56.0% | ||
| Q4 24 | 0.2% | 19.8% | ||
| Q3 24 | 7.4% | 19.1% | ||
| Q2 24 | 6.8% | 20.8% |
净利率BALLEIX
| Q1 26 | 5.7% | — | ||
| Q4 25 | 6.0% | 35.4% | ||
| Q3 25 | 9.5% | 14.5% | ||
| Q2 25 | 6.4% | 7.6% | ||
| Q1 25 | 5.8% | 37.7% | ||
| Q4 24 | -1.0% | 8.5% | ||
| Q3 24 | 6.5% | 9.9% | ||
| Q2 24 | 5.4% | 10.1% |
每股收益（稀释后）BALLEIX
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.73 | $4.78 | ||
| Q3 25 | $1.18 | $2.16 | ||
| Q2 25 | $0.76 | $0.89 | ||
| Q1 25 | $0.63 | $3.72 | ||
| Q4 24 | $0.23 | $0.89 | ||
| Q3 24 | $0.65 | $1.32 | ||
| Q2 24 | $0.51 | $1.13 |
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 | $730.0M | $158.0M |
| 总债务越低越好 | $7.0B | $38.0B |
| 股东权益账面价值 | $5.6B | $17.6B |
| 总资产 | $19.8B | $94.0B |
| 负债/权益比越低杠杆越低 | 1.25× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资BALLEIX
| Q1 26 | $730.0M | — | ||
| Q4 25 | $1.2B | $158.0M | ||
| Q3 25 | $568.0M | $364.0M | ||
| Q2 25 | $296.0M | $140.0M | ||
| Q1 25 | $449.0M | $1.3B | ||
| Q4 24 | $885.0M | $193.0M | ||
| Q3 24 | $1.4B | $200.0M | ||
| Q2 24 | $1.3B | $465.0M |
总债务BALLEIX
| Q1 26 | $7.0B | — | ||
| Q4 25 | $7.0B | $38.0B | ||
| Q3 25 | $6.9B | $36.4B | ||
| Q2 25 | $6.5B | $37.7B | ||
| Q1 25 | $6.1B | $38.4B | ||
| Q4 24 | $5.3B | $35.6B | ||
| Q3 24 | $5.4B | $34.9B | ||
| Q2 24 | $5.5B | $34.8B |
股东权益BALLEIX
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.4B | $17.6B | ||
| Q3 25 | $5.4B | $17.2B | ||
| Q2 25 | $5.2B | $16.7B | ||
| Q1 25 | $5.5B | $16.6B | ||
| Q4 24 | $5.9B | $15.6B | ||
| Q3 24 | $6.7B | $15.7B | ||
| Q2 24 | $6.9B | $15.4B |
总资产BALLEIX
| Q1 26 | $19.8B | — | ||
| Q4 25 | $19.5B | $94.0B | ||
| Q3 25 | $18.7B | $90.5B | ||
| Q2 25 | $18.6B | $88.8B | ||
| Q1 25 | $18.0B | $88.4B | ||
| Q4 24 | $17.6B | $85.6B | ||
| Q3 24 | $18.8B | $84.7B | ||
| Q2 24 | $19.0B | $84.8B |
负债/权益比BALLEIX
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.29× | 2.16× | ||
| Q3 25 | 1.26× | 2.12× | ||
| Q2 25 | 1.24× | 2.26× | ||
| Q1 25 | 1.12× | 2.31× | ||
| Q4 24 | 0.91× | 2.29× | ||
| Q3 24 | 0.80× | 2.23× | ||
| Q2 24 | 0.80× | 2.26× |
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 | — | $1.6B |
| 自由现金流经营现金流 - 资本支出 | $-938.0M | $-319.0M |
| 自由现金流率自由现金流/营收 | -26.0% | -6.1% |
| 资本支出强度资本支出/营收 | 4.5% | 36.3% |
| 现金转化率经营现金流/净利润 | — | 0.85× |
| 过去12个月自由现金流最近4个季度 | $596.0M | $-715.0M |
8季度趋势，按日历期对齐
经营现金流BALLEIX
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.6B | ||
| Q3 25 | $384.0M | $2.1B | ||
| Q2 25 | $332.0M | $882.0M | ||
| Q1 25 | $-665.0M | $1.2B | ||
| Q4 24 | $500.0M | $1.2B | ||
| Q3 24 | $610.0M | $2.5B | ||
| Q2 24 | $252.0M | $329.0M |
自由现金流BALLEIX
| Q1 26 | $-938.0M | — | ||
| Q4 25 | $1.0B | $-319.0M | ||
| Q3 25 | $257.0M | $618.0M | ||
| Q2 25 | $236.0M | $-830.0M | ||
| Q1 25 | $-746.0M | $-184.0M | ||
| Q4 24 | $393.0M | $-326.0M | ||
| Q3 24 | $493.0M | $961.0M | ||
| Q2 24 | $146.0M | $-1.1B |
自由现金流率BALLEIX
| Q1 26 | -26.0% | — | ||
| Q4 25 | 31.1% | -6.1% | ||
| Q3 25 | 7.6% | 10.7% | ||
| Q2 25 | 7.1% | -18.3% | ||
| Q1 25 | -24.1% | -4.8% | ||
| Q4 24 | 13.6% | -8.2% | ||
| Q3 24 | 16.0% | 18.5% | ||
| Q2 24 | 4.9% | -25.2% |
资本支出强度BALLEIX
| Q1 26 | 4.5% | — | ||
| Q4 25 | 5.1% | 36.3% | ||
| Q3 25 | 3.8% | 26.2% | ||
| Q2 25 | 2.9% | 37.7% | ||
| Q1 25 | 2.6% | 36.9% | ||
| Q4 24 | 3.7% | 37.6% | ||
| Q3 24 | 3.8% | 29.1% | ||
| Q2 24 | 3.6% | 32.8% |
现金转化率BALLEIX
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 0.85× | ||
| Q3 25 | 1.20× | 2.55× | ||
| Q2 25 | 1.54× | 2.57× | ||
| Q1 25 | -3.72× | 0.85× | ||
| Q4 24 | — | 3.44× | ||
| Q3 24 | 3.07× | 4.79× | ||
| Q2 24 | 1.58× | 0.75× |
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
| Beverage packaging, North and Central America | $1.8B | 49% |
| Beverage packaging, EMEA | $1.1B | 31% |
| Beverage packaging, South America | $585.0M | 16% |
| Other | $131.0M | 4% |
EIX
| Commercial | $2.2B | 43% |
| Residential | $1.2B | 23% |
| Other | $966.0M | 19% |
| Other Operating Revenue | $802.0M | 15% |
