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波尔公司（BALL）与Legacy Housing Corp（LEGH）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Legacy Housing Corp的131.4倍（$3.3B vs $25.5M）。Legacy Housing Corp净利率更高（32.2% vs 6.0%，领先26.2%）。波尔公司同比增速更快（16.2% vs -30.6%）。波尔公司自由现金流更多（$1.0B vs $15.7M）。过去两年波尔公司的营收复合增速更高（7.9% vs -9.1%）
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。
Legacy Housing Corp是美国知名的经济型预制住宅、微型住宅及配套居住单元制造商，主要面向北美中低收入消费群体，提供可定制住房解决方案、配套建材及相关售后服务，服务个人及社区开发类客户。
BALL vs LEGH — 直观对比
营收规模更大
BALL
是对方的131.4倍
$25.5M
营收增速更快
BALL
高出46.8%
-30.6%
净利率更高
LEGH
高出26.2%
6.0%
自由现金流更多
BALL
多$1.0B
$15.7M
两年增速更快
BALL
近两年复合增速
-9.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $25.5M |
| 净利润 | $200.0M | $8.2M |
| 毛利率 | — | 26.4% |
| 营业利润率 | 7.2% | 40.4% |
| 净利率 | 6.0% | 32.2% |
| 营收同比 | 16.2% | -30.6% |
| 净利润同比 | 766.7% | -43.5% |
| 每股收益（稀释后） | $0.73 | $0.38 |
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BALLLEGH
| Q4 25 | $3.3B | $25.5M | ||
| Q3 25 | $3.4B | $28.8M | ||
| Q2 25 | $3.3B | $38.4M | ||
| Q1 25 | $3.1B | $24.3M | ||
| Q4 24 | $2.9B | $36.7M | ||
| Q3 24 | $3.1B | $30.2M | ||
| Q2 24 | $3.0B | $31.7M | ||
| Q1 24 | $2.9B | $30.8M |
净利润BALLLEGH
| Q4 25 | $200.0M | $8.2M | ||
| Q3 25 | $321.0M | $8.6M | ||
| Q2 25 | $215.0M | $14.7M | ||
| Q1 25 | $179.0M | $10.3M | ||
| Q4 24 | $-30.0M | $14.5M | ||
| Q3 24 | $199.0M | $15.8M | ||
| Q2 24 | $159.0M | $16.2M | ||
| Q1 24 | $3.7B | $15.1M |
毛利率BALLLEGH
| Q4 25 | — | 26.4% | ||
| Q3 25 | — | 20.2% | ||
| Q2 25 | — | 32.4% | ||
| Q1 25 | — | 29.2% | ||
| Q4 24 | — | 27.3% | ||
| Q3 24 | 17.7% | 29.2% | ||
| Q2 24 | 16.5% | 31.9% | ||
| Q1 24 | 16.6% | 33.6% |
营业利润率BALLLEGH
| Q4 25 | 7.2% | 40.4% | ||
| Q3 25 | 11.6% | 33.7% | ||
| Q2 25 | 8.0% | 43.8% | ||
| Q1 25 | 7.4% | 47.7% | ||
| Q4 24 | 0.2% | 42.3% | ||
| Q3 24 | 7.4% | 50.8% | ||
| Q2 24 | 6.8% | 50.6% | ||
| Q1 24 | 6.8% | 54.3% |
净利率BALLLEGH
| Q4 25 | 6.0% | 32.2% | ||
| Q3 25 | 9.5% | 30.0% | ||
| Q2 25 | 6.4% | 38.3% | ||
| Q1 25 | 5.8% | 42.3% | ||
| Q4 24 | -1.0% | 39.5% | ||
| Q3 24 | 6.5% | 52.4% | ||
| Q2 24 | 5.4% | 51.1% | ||
| Q1 24 | 128.3% | 49.1% |
每股收益（稀释后）BALLLEGH
| Q4 25 | $0.73 | $0.38 | ||
| Q3 25 | $1.18 | $0.35 | ||
| Q2 25 | $0.76 | $0.60 | ||
| Q1 25 | $0.63 | $0.41 | ||
| Q4 24 | $0.23 | $0.59 | ||
| Q3 24 | $0.65 | $0.64 | ||
| Q2 24 | $0.51 | $0.65 | ||
| Q1 24 | $11.61 | $0.60 |
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 | $8.5M |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.4B | $528.6M |
| 总资产 | $19.5B | $580.3M |
| 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BALLLEGH
| Q4 25 | $1.2B | $8.5M | ||
| Q3 25 | $568.0M | $13.6M | ||
| Q2 25 | $296.0M | $2.6M | ||
| Q1 25 | $449.0M | $3.4M | ||
| Q4 24 | $885.0M | $1.1M | ||
| Q3 24 | $1.4B | $570.0K | ||
| Q2 24 | $1.3B | $60.0K | ||
| Q1 24 | $1.7B | $621.0K |
总债务BALLLEGH
| 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BALLLEGH
| Q4 25 | $5.4B | $528.6M | ||
| Q3 25 | $5.4B | $521.6M | ||
| Q2 25 | $5.2B | $512.8M | ||
| Q1 25 | $5.5B | $503.7M | ||
| Q4 24 | $5.9B | $494.0M | ||
| Q3 24 | $6.7B | $479.3M | ||
| Q2 24 | $6.9B | $463.2M | ||
| Q1 24 | $7.3B | $450.4M |
总资产BALLLEGH
| Q4 25 | $19.5B | $580.3M | ||
| Q3 25 | $18.7B | $557.9M | ||
| Q2 25 | $18.6B | $552.0M | ||
| Q1 25 | $18.0B | $544.6M | ||
| Q4 24 | $17.6B | $534.2M | ||
| Q3 24 | $18.8B | $521.4M | ||
| Q2 24 | $19.0B | $514.9M | ||
| Q1 24 | $19.9B | $510.0M |
负债/权益比BALLLEGH
| 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 | $19.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $15.7M |
| 自由现金流率自由现金流/营收 | 31.1% | 61.6% |
| 资本支出强度资本支出/营收 | 5.1% | 13.1% |
| 现金转化率经营现金流/净利润 | 6.05× | 2.32× |
| 过去12个月自由现金流最近4个季度 | $788.0M | $28.2M |
8季度趋势，按日历期对齐
经营现金流BALLLEGH
| Q4 25 | $1.2B | $19.0M | ||
| Q3 25 | $384.0M | $7.2M | ||
| Q2 25 | $332.0M | $6.1M | ||
| Q1 25 | $-665.0M | $4.9M | ||
| Q4 24 | $500.0M | $7.9M | ||
| Q3 24 | $610.0M | $13.8M | ||
| Q2 24 | $252.0M | $3.5M | ||
| Q1 24 | $-1.2B | $10.8M |
自由现金流BALLLEGH
| Q4 25 | $1.0B | $15.7M | ||
| Q3 25 | $257.0M | $5.1M | ||
| Q2 25 | $236.0M | $3.7M | ||
| Q1 25 | $-746.0M | $3.6M | ||
| Q4 24 | $393.0M | $6.0M | ||
| Q3 24 | $493.0M | $9.1M | ||
| Q2 24 | $146.0M | $1.7M | ||
| Q1 24 | $-1.4B | $9.9M |
自由现金流率BALLLEGH
| Q4 25 | 31.1% | 61.6% | ||
| Q3 25 | 7.6% | 17.8% | ||
| Q2 25 | 7.1% | 9.6% | ||
| Q1 25 | -24.1% | 15.0% | ||
| Q4 24 | 13.6% | 16.4% | ||
| Q3 24 | 16.0% | 30.2% | ||
| Q2 24 | 4.9% | 5.4% | ||
| Q1 24 | -48.7% | 32.2% |
资本支出强度BALLLEGH
| Q4 25 | 5.1% | 13.1% | ||
| Q3 25 | 3.8% | 7.1% | ||
| Q2 25 | 2.9% | 6.2% | ||
| Q1 25 | 2.6% | 5.2% | ||
| Q4 24 | 3.7% | 5.1% | ||
| Q3 24 | 3.8% | 15.6% | ||
| Q2 24 | 3.6% | 5.5% | ||
| Q1 24 | 5.4% | 2.8% |
现金转化率BALLLEGH
| Q4 25 | 6.05× | 2.32× | ||
| Q3 25 | 1.20× | 0.83× | ||
| Q2 25 | 1.54× | 0.41× | ||
| Q1 25 | -3.72× | 0.48× | ||
| Q4 24 | — | 0.54× | ||
| Q3 24 | 3.07× | 0.88× | ||
| Q2 24 | 1.58× | 0.21× | ||
| Q1 24 | -0.34× | 0.71× |
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% |
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
