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波尔公司（BALL）与格罗方德（GFS）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格罗方德的2.0倍（$3.3B vs $1.7B），格罗方德净利率更高（14.8% vs 6.0%，领先8.8%），波尔公司同比增速更快（16.2% vs -2.9%），过去两年波尔公司的营收复合增速更高（7.9% vs -4.3%）
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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
BALL vs GFS — 直观对比
营收规模更大
BALL
是对方的2.0倍
$1.7B
营收增速更快
BALL
高出19.1%
-2.9%
净利率更高
GFS
高出8.8%
6.0%
两年增速更快
BALL
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.7B |
| 净利润 | $200.0M | $249.0M |
| 毛利率 | — | 24.8% |
| 营业利润率 | 7.2% | 11.6% |
| 净利率 | 6.0% | 14.8% |
| 营收同比 | 16.2% | -2.9% |
| 净利润同比 | 766.7% | 39.9% |
| 每股收益（稀释后） | $0.73 | $0.44 |
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BALLGFS
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.4B | $1.7B | ||
| Q2 25 | $3.3B | $1.7B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $3.0B | $1.6B | ||
| Q1 24 | $2.9B | $1.5B |
净利润BALLGFS
| Q4 25 | $200.0M | — | ||
| Q3 25 | $321.0M | $249.0M | ||
| Q2 25 | $215.0M | $228.0M | ||
| Q1 25 | $179.0M | $211.0M | ||
| Q4 24 | $-30.0M | — | ||
| Q3 24 | $199.0M | $178.0M | ||
| Q2 24 | $159.0M | $155.0M | ||
| Q1 24 | $3.7B | $134.0M |
毛利率BALLGFS
| Q4 25 | — | — | ||
| Q3 25 | — | 24.8% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 22.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.7% | 23.8% | ||
| Q2 24 | 16.5% | 24.2% | ||
| Q1 24 | 16.6% | 25.4% |
营业利润率BALLGFS
| Q4 25 | 7.2% | — | ||
| Q3 25 | 11.6% | 11.6% | ||
| Q2 25 | 8.0% | 11.6% | ||
| Q1 25 | 7.4% | 9.5% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 7.4% | 10.6% | ||
| Q2 24 | 6.8% | 9.5% | ||
| Q1 24 | 6.8% | 9.5% |
净利率BALLGFS
| Q4 25 | 6.0% | — | ||
| Q3 25 | 9.5% | 14.8% | ||
| Q2 25 | 6.4% | 13.5% | ||
| Q1 25 | 5.8% | 13.3% | ||
| Q4 24 | -1.0% | — | ||
| Q3 24 | 6.5% | 10.2% | ||
| Q2 24 | 5.4% | 9.5% | ||
| Q1 24 | 128.3% | 8.7% |
每股收益（稀释后）BALLGFS
| Q4 25 | $0.73 | — | ||
| Q3 25 | $1.18 | $0.44 | ||
| Q2 25 | $0.76 | $0.41 | ||
| Q1 25 | $0.63 | $0.38 | ||
| Q4 24 | $0.23 | — | ||
| Q3 24 | $0.65 | $0.32 | ||
| Q2 24 | $0.51 | $0.28 | ||
| Q1 24 | $11.61 | $0.24 |
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 | $2.0B |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.4B | $11.8B |
| 总资产 | $19.5B | $16.7B |
| 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BALLGFS
| Q4 25 | $1.2B | — | ||
| Q3 25 | $568.0M | $2.0B | ||
| Q2 25 | $296.0M | $1.8B | ||
| Q1 25 | $449.0M | $1.6B | ||
| Q4 24 | $885.0M | — | ||
| Q3 24 | $1.4B | $2.3B | ||
| Q2 24 | $1.3B | $2.2B | ||
| Q1 24 | $1.7B | $2.2B |
总债务BALLGFS
| 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BALLGFS
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.4B | $11.8B | ||
| Q2 25 | $5.2B | $11.5B | ||
| Q1 25 | $5.5B | $11.1B | ||
| Q4 24 | $5.9B | — | ||
| Q3 24 | $6.7B | $11.6B | ||
| Q2 24 | $6.9B | $11.3B | ||
| Q1 24 | $7.3B | $11.3B |
总资产BALLGFS
| Q4 25 | $19.5B | — | ||
| Q3 25 | $18.7B | $16.7B | ||
| Q2 25 | $18.6B | $16.8B | ||
| Q1 25 | $18.0B | $16.5B | ||
| Q4 24 | $17.6B | — | ||
| Q3 24 | $18.8B | $18.1B | ||
| Q2 24 | $19.0B | — | ||
| Q1 24 | $19.9B | — |
负债/权益比BALLGFS
| 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 | $595.0M |
| 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× | 2.39× |
| 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BALLGFS
| Q4 25 | $1.2B | — | ||
| Q3 25 | $384.0M | $595.0M | ||
| Q2 25 | $332.0M | $431.0M | ||
| Q1 25 | $-665.0M | $331.0M | ||
| Q4 24 | $500.0M | — | ||
| Q3 24 | $610.0M | $375.0M | ||
| Q2 24 | $252.0M | $402.0M | ||
| Q1 24 | $-1.2B | $488.0M |
自由现金流BALLGFS
| Q4 25 | $1.0B | — | ||
| Q3 25 | $257.0M | — | ||
| Q2 25 | $236.0M | — | ||
| Q1 25 | $-746.0M | — | ||
| Q4 24 | $393.0M | — | ||
| Q3 24 | $493.0M | — | ||
| Q2 24 | $146.0M | — | ||
| Q1 24 | $-1.4B | — |
自由现金流率BALLGFS
| Q4 25 | 31.1% | — | ||
| Q3 25 | 7.6% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | -24.1% | — | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 4.9% | — | ||
| Q1 24 | -48.7% | — |
资本支出强度BALLGFS
| Q4 25 | 5.1% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.7% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 5.4% | — |
现金转化率BALLGFS
| Q4 25 | 6.05× | — | ||
| Q3 25 | 1.20× | 2.39× | ||
| Q2 25 | 1.54× | 1.89× | ||
| Q1 25 | -3.72× | 1.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.07× | 2.11× | ||
| Q2 24 | 1.58× | 2.59× | ||
| Q1 24 | -0.34× | 3.64× |
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% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
