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波尔公司（BALL）与First American Financial Corp（FAF）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First American Financial Corp的1.6倍（$3.3B vs $2.0B），First American Financial Corp净利率更高（10.3% vs 6.0%，领先4.4%），First American Financial Corp同比增速更快（21.6% vs 16.2%），波尔公司自由现金流更多（$1.0B vs $324.5M），过去两年First American Financial Corp的营收复合增速更高（19.9% 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。
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
BALL vs FAF — 直观对比
营收规模更大
BALL
是对方的1.6倍
$2.0B
营收增速更快
FAF
高出5.4%
16.2%
净利率更高
FAF
高出4.4%
6.0%
自由现金流更多
BALL
多$716.5M
$324.5M
两年增速更快
FAF
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.0B |
| 净利润 | $200.0M | $211.9M |
| 毛利率 | — | — |
| 营业利润率 | 7.2% | 14.0% |
| 净利率 | 6.0% | 10.3% |
| 营收同比 | 16.2% | 21.6% |
| 净利润同比 | 766.7% | 192.7% |
| 每股收益（稀释后） | $0.73 | $2.04 |
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BALLFAF
| Q4 25 | $3.3B | $2.0B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.3B | $1.8B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $3.1B | $1.4B | ||
| Q2 24 | $3.0B | $1.6B | ||
| Q1 24 | $2.9B | $1.4B |
净利润BALLFAF
| Q4 25 | $200.0M | $211.9M | ||
| Q3 25 | $321.0M | $189.6M | ||
| Q2 25 | $215.0M | $146.1M | ||
| Q1 25 | $179.0M | $74.2M | ||
| Q4 24 | $-30.0M | $72.4M | ||
| Q3 24 | $199.0M | $-104.0M | ||
| Q2 24 | $159.0M | $116.0M | ||
| Q1 24 | $3.7B | $46.7M |
毛利率BALLFAF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 16.5% | — | ||
| Q1 24 | 16.6% | — |
营业利润率BALLFAF
| Q4 25 | 7.2% | 14.0% | ||
| Q3 25 | 11.6% | 12.5% | ||
| Q2 25 | 8.0% | 10.6% | ||
| Q1 25 | 7.4% | 6.1% | ||
| Q4 24 | 0.2% | 5.9% | ||
| Q3 24 | 7.4% | -10.3% | ||
| Q2 24 | 6.8% | 9.4% | ||
| Q1 24 | 6.8% | 4.1% |
净利率BALLFAF
| Q4 25 | 6.0% | 10.3% | ||
| Q3 25 | 9.5% | 9.6% | ||
| Q2 25 | 6.4% | 7.9% | ||
| Q1 25 | 5.8% | 4.7% | ||
| Q4 24 | -1.0% | 4.3% | ||
| Q3 24 | 6.5% | -7.4% | ||
| Q2 24 | 5.4% | 7.2% | ||
| Q1 24 | 128.3% | 3.3% |
每股收益（稀释后）BALLFAF
| Q4 25 | $0.73 | $2.04 | ||
| Q3 25 | $1.18 | $1.84 | ||
| Q2 25 | $0.76 | $1.41 | ||
| Q1 25 | $0.63 | $0.71 | ||
| Q4 24 | $0.23 | $0.70 | ||
| Q3 24 | $0.65 | $-1.00 | ||
| Q2 24 | $0.51 | $1.11 | ||
| Q1 24 | $11.61 | $0.45 |
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 | $1.4B |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.4B | $5.5B |
| 总资产 | $19.5B | $16.2B |
| 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BALLFAF
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $568.0M | $2.9B | ||
| Q2 25 | $296.0M | $2.0B | ||
| Q1 25 | $449.0M | $2.0B | ||
| Q4 24 | $885.0M | $1.7B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.3B | $2.0B | ||
| Q1 24 | $1.7B | $1.5B |
总债务BALLFAF
| 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BALLFAF
| Q4 25 | $5.4B | $5.5B | ||
| Q3 25 | $5.4B | $5.3B | ||
| Q2 25 | $5.2B | $5.1B | ||
| Q1 25 | $5.5B | $5.0B | ||
| Q4 24 | $5.9B | $4.9B | ||
| Q3 24 | $6.7B | $5.1B | ||
| Q2 24 | $6.9B | $4.8B | ||
| Q1 24 | $7.3B | $4.8B |
总资产BALLFAF
| Q4 25 | $19.5B | $16.2B | ||
| Q3 25 | $18.7B | $17.6B | ||
| Q2 25 | $18.6B | $16.3B | ||
| Q1 25 | $18.0B | $15.5B | ||
| Q4 24 | $17.6B | $14.9B | ||
| Q3 24 | $18.8B | $16.6B | ||
| Q2 24 | $19.0B | $15.2B | ||
| Q1 24 | $19.9B | $14.7B |
负债/权益比BALLFAF
| 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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $324.5M |
| 自由现金流率自由现金流/营收 | 31.1% | 15.8% |
| 资本支出强度资本支出/营收 | 5.1% | 2.2% |
| 现金转化率经营现金流/净利润 | 6.05× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $788.0M | $762.5M |
8季度趋势，按日历期对齐
经营现金流BALLFAF
| Q4 25 | $1.2B | $369.3M | ||
| Q3 25 | $384.0M | $272.5M | ||
| Q2 25 | $332.0M | $361.8M | ||
| Q1 25 | $-665.0M | $-52.8M | ||
| Q4 24 | $500.0M | $324.6M | ||
| Q3 24 | $610.0M | $236.9M | ||
| Q2 24 | $252.0M | $266.7M | ||
| Q1 24 | $-1.2B | $69.3M |
自由现金流BALLFAF
| Q4 25 | $1.0B | $324.5M | ||
| Q3 25 | $257.0M | $223.1M | ||
| Q2 25 | $236.0M | $309.4M | ||
| Q1 25 | $-746.0M | $-94.5M | ||
| Q4 24 | $393.0M | $266.2M | ||
| Q3 24 | $493.0M | $185.4M | ||
| Q2 24 | $146.0M | $210.0M | ||
| Q1 24 | $-1.4B | $17.6M |
自由现金流率BALLFAF
| Q4 25 | 31.1% | 15.8% | ||
| Q3 25 | 7.6% | 11.3% | ||
| Q2 25 | 7.1% | 16.8% | ||
| Q1 25 | -24.1% | -6.0% | ||
| Q4 24 | 13.6% | 15.8% | ||
| Q3 24 | 16.0% | 13.2% | ||
| Q2 24 | 4.9% | 13.0% | ||
| Q1 24 | -48.7% | 1.2% |
资本支出强度BALLFAF
| Q4 25 | 5.1% | 2.2% | ||
| Q3 25 | 3.8% | 2.5% | ||
| Q2 25 | 2.9% | 2.8% | ||
| Q1 25 | 2.6% | 2.6% | ||
| Q4 24 | 3.7% | 3.5% | ||
| Q3 24 | 3.8% | 3.7% | ||
| Q2 24 | 3.6% | 3.5% | ||
| Q1 24 | 5.4% | 3.6% |
现金转化率BALLFAF
| Q4 25 | 6.05× | 1.74× | ||
| Q3 25 | 1.20× | 1.44× | ||
| Q2 25 | 1.54× | 2.48× | ||
| Q1 25 | -3.72× | -0.71× | ||
| Q4 24 | — | 4.48× | ||
| Q3 24 | 3.07× | — | ||
| Q2 24 | 1.58× | 2.30× | ||
| Q1 24 | -0.34× | 1.48× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
