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波尔公司(BALL)与JELD-WEN Holding, Inc.(JELD)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JELD-WEN Holding, Inc.的4.2倍($3.3B vs $802.0M)。波尔公司净利率更高(6.0% vs -5.2%,领先11.2%)。波尔公司同比增速更快(16.2% vs -10.5%)。波尔公司自由现金流更多($1.0B vs $3.4M)。过去两年波尔公司的营收复合增速更高(7.9% vs -8.6%)
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。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业,在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件,产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
BALL vs JELD — 直观对比
营收规模更大
BALL
是对方的4.2倍
$802.0M
营收增速更快
BALL
高出26.7%
-10.5%
净利率更高
BALL
高出11.2%
-5.2%
自由现金流更多
BALL
多$1.0B
$3.4M
两年增速更快
BALL
近两年复合增速
-8.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.3B | $802.0M |
| 净利润 | $200.0M | $-41.9M |
| 毛利率 | — | 14.7% |
| 营业利润率 | 7.2% | -1.8% |
| 净利率 | 6.0% | -5.2% |
| 营收同比 | 16.2% | -10.5% |
| 净利润同比 | 766.7% | 38.7% |
| 每股收益(稀释后) | $0.73 | $-0.50 |
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
BALL
JELD
| Q4 25 | $3.3B | $802.0M | ||
| Q3 25 | $3.4B | $809.5M | ||
| Q2 25 | $3.3B | $823.7M | ||
| Q1 25 | $3.1B | $776.0M | ||
| Q4 24 | $2.9B | $895.7M | ||
| Q3 24 | $3.1B | $934.7M | ||
| Q2 24 | $3.0B | $986.0M | ||
| Q1 24 | $2.9B | $959.1M |
净利润
BALL
JELD
| Q4 25 | $200.0M | $-41.9M | ||
| Q3 25 | $321.0M | $-367.6M | ||
| Q2 25 | $215.0M | $-21.5M | ||
| Q1 25 | $179.0M | $-190.1M | ||
| Q4 24 | $-30.0M | $-68.4M | ||
| Q3 24 | $199.0M | $-74.4M | ||
| Q2 24 | $159.0M | $-18.5M | ||
| Q1 24 | $3.7B | $-27.7M |
毛利率
BALL
JELD
| Q4 25 | — | 14.7% | ||
| Q3 25 | — | 17.4% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 14.4% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | 17.7% | 19.2% | ||
| Q2 24 | 16.5% | 19.3% | ||
| Q1 24 | 16.6% | 18.0% |
营业利润率
BALL
JELD
| Q4 25 | 7.2% | -1.8% | ||
| Q3 25 | 11.6% | -25.0% | ||
| Q2 25 | 8.0% | -1.7% | ||
| Q1 25 | 7.4% | -23.8% | ||
| Q4 24 | 0.2% | -5.7% | ||
| Q3 24 | 7.4% | -5.6% | ||
| Q2 24 | 6.8% | 0.5% | ||
| Q1 24 | 6.8% | -2.9% |
净利率
BALL
JELD
| Q4 25 | 6.0% | -5.2% | ||
| Q3 25 | 9.5% | -45.4% | ||
| Q2 25 | 6.4% | -2.6% | ||
| Q1 25 | 5.8% | -24.5% | ||
| Q4 24 | -1.0% | -7.6% | ||
| Q3 24 | 6.5% | -8.0% | ||
| Q2 24 | 5.4% | -1.9% | ||
| Q1 24 | 128.3% | -2.9% |
每股收益(稀释后)
BALL
JELD
| Q4 25 | $0.73 | $-0.50 | ||
| Q3 25 | $1.18 | $-4.30 | ||
| Q2 25 | $0.76 | $-0.25 | ||
| Q1 25 | $0.63 | $-2.24 | ||
| Q4 24 | $0.23 | $-0.80 | ||
| Q3 24 | $0.65 | $-0.88 | ||
| Q2 24 | $0.51 | $-0.22 | ||
| Q1 24 | $11.61 | $-0.32 |
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 | $136.1M |
| 总债务越低越好 | $7.0B | $1.1B |
| 股东权益账面价值 | $5.4B | $92.2M |
| 总资产 | $19.5B | $2.1B |
| 负债/权益比越低杠杆越低 | 1.29× | 12.47× |
8季度趋势,按日历期对齐
现金及短期投资
BALL
JELD
| Q4 25 | $1.2B | $136.1M | ||
| Q3 25 | $568.0M | $106.7M | ||
| Q2 25 | $296.0M | $134.1M | ||
| Q1 25 | $449.0M | $132.5M | ||
| Q4 24 | $885.0M | $150.3M | ||
| Q3 24 | $1.4B | $208.5M | ||
| Q2 24 | $1.3B | $212.8M | ||
| Q1 24 | $1.7B | $234.5M |
总债务
BALL
JELD
| Q4 25 | $7.0B | $1.1B | ||
| Q3 25 | $6.9B | $1.2B | ||
| Q2 25 | $6.5B | $1.2B | ||
| Q1 25 | $6.1B | $1.2B | ||
| Q4 24 | $5.3B | $1.2B | ||
| Q3 24 | $5.4B | $1.2B | ||
| Q2 24 | $5.5B | $1.2B | ||
| Q1 24 | $5.5B | $1.2B |
股东权益
BALL
JELD
| Q4 25 | $5.4B | $92.2M | ||
| Q3 25 | $5.4B | $113.9M | ||
| Q2 25 | $5.2B | $477.1M | ||
| Q1 25 | $5.5B | $452.1M | ||
| Q4 24 | $5.9B | $620.1M | ||
| Q3 24 | $6.7B | $720.3M | ||
| Q2 24 | $6.9B | $770.0M | ||
| Q1 24 | $7.3B | $811.5M |
总资产
BALL
JELD
| Q4 25 | $19.5B | $2.1B | ||
| Q3 25 | $18.7B | $2.2B | ||
| Q2 25 | $18.6B | $2.5B | ||
| Q1 25 | $18.0B | $2.4B | ||
| Q4 24 | $17.6B | $2.6B | ||
| Q3 24 | $18.8B | $2.8B | ||
| Q2 24 | $19.0B | $2.9B | ||
| Q1 24 | $19.9B | $2.9B |
负债/权益比
BALL
JELD
| Q4 25 | 1.29× | 12.47× | ||
| Q3 25 | 1.26× | 10.14× | ||
| Q2 25 | 1.24× | 2.42× | ||
| Q1 25 | 1.12× | 2.56× | ||
| Q4 24 | 0.91× | 1.86× | ||
| Q3 24 | 0.80× | 1.64× | ||
| Q2 24 | 0.80× | 1.53× | ||
| Q1 24 | 0.76× | 1.46× |
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 | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $3.4M |
| 自由现金流率自由现金流/营收 | 31.1% | 0.4% |
| 资本支出强度资本支出/营收 | 5.1% | 3.7% |
| 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 | $-124.6M |
8季度趋势,按日历期对齐
经营现金流
BALL
JELD
| Q4 25 | $1.2B | $32.8M | ||
| Q3 25 | $384.0M | $11.2M | ||
| Q2 25 | $332.0M | $34.6M | ||
| Q1 25 | $-665.0M | $-83.5M | ||
| Q4 24 | $500.0M | $28.2M | ||
| Q3 24 | $610.0M | $37.6M | ||
| Q2 24 | $252.0M | $51.4M | ||
| Q1 24 | $-1.2B | $-11.0M |
自由现金流
BALL
JELD
| Q4 25 | $1.0B | $3.4M | ||
| Q3 25 | $257.0M | $-13.1M | ||
| Q2 25 | $236.0M | $5.3M | ||
| Q1 25 | $-746.0M | $-120.3M | ||
| Q4 24 | $393.0M | $-23.9M | ||
| Q3 24 | $493.0M | $-4.3M | ||
| Q2 24 | $146.0M | $14.7M | ||
| Q1 24 | $-1.4B | $-42.2M |
自由现金流率
BALL
JELD
| Q4 25 | 31.1% | 0.4% | ||
| Q3 25 | 7.6% | -1.6% | ||
| Q2 25 | 7.1% | 0.6% | ||
| Q1 25 | -24.1% | -15.5% | ||
| Q4 24 | 13.6% | -2.7% | ||
| Q3 24 | 16.0% | -0.5% | ||
| Q2 24 | 4.9% | 1.5% | ||
| Q1 24 | -48.7% | -4.4% |
资本支出强度
BALL
JELD
| Q4 25 | 5.1% | 3.7% | ||
| Q3 25 | 3.8% | 3.0% | ||
| Q2 25 | 2.9% | 3.6% | ||
| Q1 25 | 2.6% | 4.7% | ||
| Q4 24 | 3.7% | 5.8% | ||
| Q3 24 | 3.8% | 4.5% | ||
| Q2 24 | 3.6% | 3.7% | ||
| Q1 24 | 5.4% | 3.3% |
现金转化率
BALL
JELD
| Q4 25 | 6.05× | — | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | 1.54× | — | ||
| Q1 25 | -3.72× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.07× | — | ||
| Q2 24 | 1.58× | — | ||
| 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% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |