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波尔公司（BALL）与ServiceNow（NOW）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是波尔公司的1.0倍（$3.8B vs $3.6B），ServiceNow净利率更高（12.4% vs 5.7%，领先6.8%），波尔公司同比增速更快（16.3% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $-938.0M），过去两年ServiceNow的营收复合增速更高（19.8% vs 10.3%）
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。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
BALL vs NOW — 直观对比
营收规模更大
NOW
是对方的1.0倍
$3.6B
营收增速更快
BALL
高出13.6%
2.8%
净利率更高
NOW
高出6.8%
5.7%
自由现金流更多
NOW
多$2.6B
$-938.0M
两年增速更快
NOW
近两年复合增速
10.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $3.8B |
| 净利润 | $205.0M | $469.0M |
| 毛利率 | — | 75.1% |
| 营业利润率 | — | 13.3% |
| 净利率 | 5.7% | 12.4% |
| 营收同比 | 16.3% | 2.8% |
| 净利润同比 | 14.5% | -53.7% |
| 每股收益（稀释后） | $0.77 | $1.04 |
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BALLNOW
| Q1 26 | $3.6B | $3.8B | ||
| Q4 25 | $3.3B | $3.6B | ||
| Q3 25 | $3.4B | $3.4B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.1B | $3.1B | ||
| Q4 24 | $2.9B | $3.0B | ||
| Q3 24 | $3.1B | $2.8B | ||
| Q2 24 | $3.0B | $2.6B |
净利润BALLNOW
| Q1 26 | $205.0M | $469.0M | ||
| Q4 25 | $200.0M | $401.0M | ||
| Q3 25 | $321.0M | $502.0M | ||
| Q2 25 | $215.0M | $385.0M | ||
| Q1 25 | $179.0M | $460.0M | ||
| Q4 24 | $-30.0M | $384.0M | ||
| Q3 24 | $199.0M | $432.0M | ||
| Q2 24 | $159.0M | $262.0M |
毛利率BALLNOW
| Q1 26 | — | 75.1% | ||
| Q4 25 | — | 76.6% | ||
| Q3 25 | — | 77.3% | ||
| Q2 25 | — | 77.5% | ||
| Q1 25 | — | 78.9% | ||
| Q4 24 | — | 78.7% | ||
| Q3 24 | 17.7% | 79.1% | ||
| Q2 24 | 16.5% | 79.0% |
营业利润率BALLNOW
| Q1 26 | — | 13.3% | ||
| Q4 25 | 7.2% | 12.4% | ||
| Q3 25 | 11.6% | 16.8% | ||
| Q2 25 | 8.0% | 11.1% | ||
| Q1 25 | 7.4% | 14.6% | ||
| Q4 24 | 0.2% | 12.6% | ||
| Q3 24 | 7.4% | 14.9% | ||
| Q2 24 | 6.8% | 9.1% |
净利率BALLNOW
| Q1 26 | 5.7% | 12.4% | ||
| Q4 25 | 6.0% | 11.2% | ||
| Q3 25 | 9.5% | 14.7% | ||
| Q2 25 | 6.4% | 12.0% | ||
| Q1 25 | 5.8% | 14.9% | ||
| Q4 24 | -1.0% | 13.0% | ||
| Q3 24 | 6.5% | 15.4% | ||
| Q2 24 | 5.4% | 10.0% |
每股收益（稀释后）BALLNOW
| Q1 26 | $0.77 | $1.04 | ||
| Q4 25 | $0.73 | $-4.77 | ||
| Q3 25 | $1.18 | $2.40 | ||
| Q2 25 | $0.76 | $1.84 | ||
| Q1 25 | $0.63 | $2.20 | ||
| Q4 24 | $0.23 | $1.84 | ||
| Q3 24 | $0.65 | $2.07 | ||
| Q2 24 | $0.51 | $1.26 |
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 | $730.0M | $2.7B |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.6B | $11.7B |
| 总资产 | $19.8B | $24.4B |
| 负债/权益比越低杠杆越低 | 1.25× | — |
8季度趋势，按日历期对齐
现金及短期投资BALLNOW
| Q1 26 | $730.0M | $2.7B | ||
| Q4 25 | $1.2B | $3.7B | ||
| Q3 25 | $568.0M | $2.7B | ||
| Q2 25 | $296.0M | $3.1B | ||
| Q1 25 | $449.0M | $3.4B | ||
| Q4 24 | $885.0M | $2.3B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.3B | $2.2B |
总债务BALLNOW
| Q1 26 | $7.0B | — | ||
| 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 | — |
股东权益BALLNOW
| Q1 26 | $5.6B | $11.7B | ||
| Q4 25 | $5.4B | $13.0B | ||
| Q3 25 | $5.4B | $11.3B | ||
| Q2 25 | $5.2B | $10.9B | ||
| Q1 25 | $5.5B | $10.1B | ||
| Q4 24 | $5.9B | $9.6B | ||
| Q3 24 | $6.7B | $9.3B | ||
| Q2 24 | $6.9B | $8.7B |
总资产BALLNOW
| Q1 26 | $19.8B | $24.4B | ||
| Q4 25 | $19.5B | $26.0B | ||
| Q3 25 | $18.7B | $21.8B | ||
| Q2 25 | $18.6B | $22.1B | ||
| Q1 25 | $18.0B | $21.0B | ||
| Q4 24 | $17.6B | $20.4B | ||
| Q3 24 | $18.8B | $18.4B | ||
| Q2 24 | $19.0B | $18.2B |
负债/权益比BALLNOW
| Q1 26 | 1.25× | — | ||
| 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 | — | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $-938.0M | $1.7B |
| 自由现金流率自由现金流/营收 | -26.0% | 44.2% |
| 资本支出强度资本支出/营收 | 4.5% | — |
| 现金转化率经营现金流/净利润 | — | 3.56× |
| 过去12个月自由现金流最近4个季度 | $596.0M | $4.8B |
8季度趋势，按日历期对齐
经营现金流BALLNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $384.0M | $813.0M | ||
| Q2 25 | $332.0M | $716.0M | ||
| Q1 25 | $-665.0M | $1.7B | ||
| Q4 24 | $500.0M | $1.6B | ||
| Q3 24 | $610.0M | $671.0M | ||
| Q2 24 | $252.0M | $620.0M |
自由现金流BALLNOW
| Q1 26 | $-938.0M | $1.7B | ||
| Q4 25 | $1.0B | $2.0B | ||
| Q3 25 | $257.0M | $578.0M | ||
| Q2 25 | $236.0M | $526.0M | ||
| Q1 25 | $-746.0M | $1.5B | ||
| Q4 24 | $393.0M | $1.4B | ||
| Q3 24 | $493.0M | $469.0M | ||
| Q2 24 | $146.0M | $358.0M |
自由现金流率BALLNOW
| Q1 26 | -26.0% | 44.2% | ||
| Q4 25 | 31.1% | 56.1% | ||
| Q3 25 | 7.6% | 17.0% | ||
| Q2 25 | 7.1% | 16.4% | ||
| Q1 25 | -24.1% | 47.7% | ||
| Q4 24 | 13.6% | 46.7% | ||
| Q3 24 | 16.0% | 16.8% | ||
| Q2 24 | 4.9% | 13.6% |
资本支出强度BALLNOW
| Q1 26 | 4.5% | — | ||
| Q4 25 | 5.1% | 6.7% | ||
| Q3 25 | 3.8% | 6.9% | ||
| Q2 25 | 2.9% | 5.9% | ||
| Q1 25 | 2.6% | 6.6% | ||
| Q4 24 | 3.7% | 8.6% | ||
| Q3 24 | 3.8% | 7.2% | ||
| Q2 24 | 3.6% | 10.0% |
现金转化率BALLNOW
| Q1 26 | — | 3.56× | ||
| Q4 25 | 6.05× | 5.58× | ||
| Q3 25 | 1.20× | 1.62× | ||
| Q2 25 | 1.54× | 1.86× | ||
| Q1 25 | -3.72× | 3.65× | ||
| Q4 24 | — | 4.26× | ||
| Q3 24 | 3.07× | 1.55× | ||
| Q2 24 | 1.58× | 2.37× |
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
| Beverage packaging, North and Central America | $1.8B | 49% |
| Beverage packaging, EMEA | $1.1B | 31% |
| Beverage packaging, South America | $585.0M | 16% |
| Other | $131.0M | 4% |
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $99.0M | 3% |
