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波尔公司（BALL）与Masco（MAS）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Masco的1.7倍（$3.3B vs $1.9B），Masco净利率更高（11.9% vs 6.0%，领先5.9%），波尔公司同比增速更快（16.2% vs 6.5%），过去两年波尔公司的营收复合增速更高（7.9% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
BALL vs MAS — 直观对比
营收规模更大
BALL
是对方的1.7倍
$1.9B
营收增速更快
BALL
高出9.7%
6.5%
净利率更高
MAS
高出5.9%
6.0%
两年增速更快
BALL
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.9B |
| 净利润 | $200.0M | $228.0M |
| 毛利率 | — | 35.8% |
| 营业利润率 | 7.2% | 16.5% |
| 净利率 | 6.0% | 11.9% |
| 营收同比 | 16.2% | 6.5% |
| 净利润同比 | 766.7% | 14.5% |
| 每股收益（稀释后） | $0.73 | — |
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BALLMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $3.3B | $1.8B | ||
| Q3 25 | $3.4B | $1.9B | ||
| Q2 25 | $3.3B | $2.1B | ||
| Q1 25 | $3.1B | $1.8B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $3.0B | $2.1B |
净利润BALLMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $200.0M | $165.0M | ||
| Q3 25 | $321.0M | $189.0M | ||
| Q2 25 | $215.0M | $270.0M | ||
| Q1 25 | $179.0M | $186.0M | ||
| Q4 24 | $-30.0M | $182.0M | ||
| Q3 24 | $199.0M | $167.0M | ||
| Q2 24 | $159.0M | $258.0M |
毛利率BALLMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | 17.7% | 36.6% | ||
| Q2 24 | 16.5% | 37.5% |
营业利润率BALLMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 7.2% | 13.8% | ||
| Q3 25 | 11.6% | 15.8% | ||
| Q2 25 | 8.0% | 20.1% | ||
| Q1 25 | 7.4% | 15.9% | ||
| Q4 24 | 0.2% | 15.9% | ||
| Q3 24 | 7.4% | 18.0% | ||
| Q2 24 | 6.8% | 19.0% |
净利率BALLMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 6.0% | 9.2% | ||
| Q3 25 | 9.5% | 9.9% | ||
| Q2 25 | 6.4% | 13.2% | ||
| Q1 25 | 5.8% | 10.3% | ||
| Q4 24 | -1.0% | 10.0% | ||
| Q3 24 | 6.5% | 8.4% | ||
| Q2 24 | 5.4% | 12.3% |
每股收益（稀释后）BALLMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.73 | $0.81 | ||
| Q3 25 | $1.18 | $0.90 | ||
| Q2 25 | $0.76 | $1.28 | ||
| Q1 25 | $0.63 | $0.87 | ||
| Q4 24 | $0.23 | $0.85 | ||
| Q3 24 | $0.65 | $0.77 | ||
| Q2 24 | $0.51 | $1.17 |
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 | — |
| 总债务越低越好 | $7.0B | $2.9B |
| 股东权益账面价值 | $5.4B | $27.0M |
| 总资产 | $19.5B | $5.2B |
| 负债/权益比越低杠杆越低 | 1.29× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资BALLMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $647.0M | ||
| Q3 25 | $568.0M | $559.0M | ||
| Q2 25 | $296.0M | $390.0M | ||
| Q1 25 | $449.0M | $377.0M | ||
| Q4 24 | $885.0M | $634.0M | ||
| Q3 24 | $1.4B | $646.0M | ||
| Q2 24 | $1.3B | $398.0M |
总债务BALLMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $7.0B | $2.9B | ||
| Q3 25 | $6.9B | — | ||
| Q2 25 | $6.5B | — | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $5.3B | $2.9B | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — |
股东权益BALLMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $5.4B | $-185.0M | ||
| Q3 25 | $5.4B | $-78.0M | ||
| Q2 25 | $5.2B | $-84.0M | ||
| Q1 25 | $5.5B | $-254.0M | ||
| Q4 24 | $5.9B | $-279.0M | ||
| Q3 24 | $6.7B | $-88.0M | ||
| Q2 24 | $6.9B | $-26.0M |
总资产BALLMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $19.5B | $5.2B | ||
| Q3 25 | $18.7B | $5.3B | ||
| Q2 25 | $18.6B | $5.3B | ||
| Q1 25 | $18.0B | $5.1B | ||
| Q4 24 | $17.6B | $5.0B | ||
| Q3 24 | $18.8B | $5.3B | ||
| Q2 24 | $19.0B | $5.4B |
负债/权益比BALLMAS
| Q1 26 | — | 109.07× | ||
| 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× | — |
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 | — |
| 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% | 1.8% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流BALLMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $418.0M | ||
| Q3 25 | $384.0M | $456.0M | ||
| Q2 25 | $332.0M | $306.0M | ||
| Q1 25 | $-665.0M | $-158.0M | ||
| Q4 24 | $500.0M | $407.0M | ||
| Q3 24 | $610.0M | $416.0M | ||
| Q2 24 | $252.0M | $346.0M |
自由现金流BALLMAS
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $371.0M | ||
| Q3 25 | $257.0M | $415.0M | ||
| Q2 25 | $236.0M | $270.0M | ||
| Q1 25 | $-746.0M | $-190.0M | ||
| Q4 24 | $393.0M | $351.0M | ||
| Q3 24 | $493.0M | $378.0M | ||
| Q2 24 | $146.0M | $303.0M |
自由现金流率BALLMAS
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | 20.7% | ||
| Q3 25 | 7.6% | 21.6% | ||
| Q2 25 | 7.1% | 13.2% | ||
| Q1 25 | -24.1% | -10.5% | ||
| Q4 24 | 13.6% | 19.2% | ||
| Q3 24 | 16.0% | 19.1% | ||
| Q2 24 | 4.9% | 14.5% |
资本支出强度BALLMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 5.1% | 2.6% | ||
| Q3 25 | 3.8% | 2.1% | ||
| Q2 25 | 2.9% | 1.8% | ||
| Q1 25 | 2.6% | 1.8% | ||
| Q4 24 | 3.7% | 3.1% | ||
| Q3 24 | 3.8% | 1.9% | ||
| Q2 24 | 3.6% | 2.1% |
现金转化率BALLMAS
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 2.53× | ||
| Q3 25 | 1.20× | 2.41× | ||
| Q2 25 | 1.54× | 1.13× | ||
| Q1 25 | -3.72× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | 3.07× | 2.49× | ||
| Q2 24 | 1.58× | 1.34× |
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% |
MAS
暂无分部数据
