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波尔公司（BALL）与欧文斯科宁（OC）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欧文斯科宁的1.6倍（$3.3B vs $2.1B）。波尔公司净利率更高（6.0% vs -13.9%，领先19.9%）。波尔公司同比增速更快（16.2% vs -24.6%）。波尔公司自由现金流更多（$1.0B vs $333.0M）。过去两年波尔公司的营收复合增速更高（7.9% vs -3.5%）
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。
欧文斯科宁是美国知名建材及复合材料企业，1935年由康宁玻璃厂与欧文斯-伊利诺伊公司合资组建。主营保温材料、屋面材料、玻璃纤维复合材料及相关产品，是全球最大的玻璃纤维复合材料生产商，全球员工约1.9万人，自1955年《财富》500强榜单创立以来连年上榜。
BALL vs OC — 直观对比
营收规模更大
BALL
是对方的1.6倍
$2.1B
营收增速更快
BALL
高出40.8%
-24.6%
净利率更高
BALL
高出19.9%
-13.9%
自由现金流更多
BALL
多$708.0M
$333.0M
两年增速更快
BALL
近两年复合增速
-3.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.1B |
| 净利润 | $200.0M | $-298.0M |
| 毛利率 | — | 23.2% |
| 营业利润率 | 7.2% | -10.5% |
| 净利率 | 6.0% | -13.9% |
| 营收同比 | 16.2% | -24.6% |
| 净利润同比 | 766.7% | -15.5% |
| 每股收益（稀释后） | $0.73 | $-3.47 |
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BALLOC
| Q4 25 | $3.3B | $2.1B | ||
| Q3 25 | $3.4B | $2.7B | ||
| Q2 25 | $3.3B | $2.7B | ||
| Q1 25 | $3.1B | $2.5B | ||
| Q4 24 | $2.9B | $2.8B | ||
| Q3 24 | $3.1B | $3.0B | ||
| Q2 24 | $3.0B | $2.8B | ||
| Q1 24 | $2.9B | $2.3B |
净利润BALLOC
| Q4 25 | $200.0M | $-298.0M | ||
| Q3 25 | $321.0M | $-494.0M | ||
| Q2 25 | $215.0M | $363.0M | ||
| Q1 25 | $179.0M | $-93.0M | ||
| Q4 24 | $-30.0M | $-258.0M | ||
| Q3 24 | $199.0M | $321.0M | ||
| Q2 24 | $159.0M | $285.0M | ||
| Q1 24 | $3.7B | $299.0M |
毛利率BALLOC
| Q4 25 | — | 23.2% | ||
| Q3 25 | — | 28.2% | ||
| Q2 25 | — | 31.2% | ||
| Q1 25 | — | 28.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | 17.7% | 29.8% | ||
| Q2 24 | 16.5% | 31.1% | ||
| Q1 24 | 16.6% | 29.6% |
营业利润率BALLOC
| Q4 25 | 7.2% | -10.5% | ||
| Q3 25 | 11.6% | -12.2% | ||
| Q2 25 | 8.0% | 18.4% | ||
| Q1 25 | 7.4% | 16.1% | ||
| Q4 24 | 0.2% | -8.5% | ||
| Q3 24 | 7.4% | 16.7% | ||
| Q2 24 | 6.8% | 16.4% | ||
| Q1 24 | 6.8% | 17.5% |
净利率BALLOC
| Q4 25 | 6.0% | -13.9% | ||
| Q3 25 | 9.5% | -18.4% | ||
| Q2 25 | 6.4% | 13.2% | ||
| Q1 25 | 5.8% | -3.7% | ||
| Q4 24 | -1.0% | -9.1% | ||
| Q3 24 | 6.5% | 10.5% | ||
| Q2 24 | 5.4% | 10.2% | ||
| Q1 24 | 128.3% | 13.0% |
每股收益（稀释后）BALLOC
| Q4 25 | $0.73 | $-3.47 | ||
| Q3 25 | $1.18 | $-5.92 | ||
| Q2 25 | $0.76 | $4.25 | ||
| Q1 25 | $0.63 | $-1.08 | ||
| Q4 24 | $0.23 | $-2.92 | ||
| Q3 24 | $0.65 | $3.65 | ||
| Q2 24 | $0.51 | $3.24 | ||
| Q1 24 | $11.61 | $3.40 |
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 | $345.0M |
| 总债务越低越好 | $7.0B | $4.7B |
| 股东权益账面价值 | $5.4B | $3.9B |
| 总资产 | $19.5B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.29× | 1.22× |
8季度趋势，按日历期对齐
现金及短期投资BALLOC
| Q4 25 | $1.2B | $345.0M | ||
| Q3 25 | $568.0M | $286.0M | ||
| Q2 25 | $296.0M | $230.0M | ||
| Q1 25 | $449.0M | $400.0M | ||
| Q4 24 | $885.0M | $361.0M | ||
| Q3 24 | $1.4B | $499.0M | ||
| Q2 24 | $1.3B | $254.0M | ||
| Q1 24 | $1.7B | $1.3B |
总债务BALLOC
| Q4 25 | $7.0B | $4.7B | ||
| Q3 25 | $6.9B | $4.7B | ||
| Q2 25 | $6.5B | $5.1B | ||
| Q1 25 | $6.1B | $5.0B | ||
| Q4 24 | $5.3B | $5.1B | ||
| Q3 24 | $5.4B | $5.0B | ||
| Q2 24 | $5.5B | $5.0B | ||
| Q1 24 | $5.5B | $2.6B |
股东权益BALLOC
| Q4 25 | $5.4B | $3.9B | ||
| Q3 25 | $5.4B | $4.4B | ||
| Q2 25 | $5.2B | $5.2B | ||
| Q1 25 | $5.5B | $4.9B | ||
| Q4 24 | $5.9B | $5.1B | ||
| Q3 24 | $6.7B | $5.6B | ||
| Q2 24 | $6.9B | $5.5B | ||
| Q1 24 | $7.3B | $5.2B |
总资产BALLOC
| Q4 25 | $19.5B | $13.0B | ||
| Q3 25 | $18.7B | $13.5B | ||
| Q2 25 | $18.6B | $14.5B | ||
| Q1 25 | $18.0B | $14.3B | ||
| Q4 24 | $17.6B | $14.1B | ||
| Q3 24 | $18.8B | $15.1B | ||
| Q2 24 | $19.0B | $15.0B | ||
| Q1 24 | $19.9B | $11.3B |
负债/权益比BALLOC
| Q4 25 | 1.29× | 1.22× | ||
| Q3 25 | 1.26× | 1.06× | ||
| Q2 25 | 1.24× | 0.98× | ||
| Q1 25 | 1.12× | 1.03× | ||
| Q4 24 | 0.91× | 1.01× | ||
| Q3 24 | 0.80× | 0.89× | ||
| Q2 24 | 0.80× | 0.92× | ||
| Q1 24 | 0.76× | 0.51× |
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 | $590.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $333.0M |
| 自由现金流率自由现金流/营收 | 31.1% | 15.5% |
| 资本支出强度资本支出/营收 | 5.1% | 12.0% |
| 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 | $962.0M |
8季度趋势，按日历期对齐
经营现金流BALLOC
| Q4 25 | $1.2B | $590.0M | ||
| Q3 25 | $384.0M | $918.0M | ||
| Q2 25 | $332.0M | $327.0M | ||
| Q1 25 | $-665.0M | $-49.0M | ||
| Q4 24 | $500.0M | $676.0M | ||
| Q3 24 | $610.0M | $699.0M | ||
| Q2 24 | $252.0M | $493.0M | ||
| Q1 24 | $-1.2B | $24.0M |
自由现金流BALLOC
| Q4 25 | $1.0B | $333.0M | ||
| Q3 25 | $257.0M | $752.0M | ||
| Q2 25 | $236.0M | $129.0M | ||
| Q1 25 | $-746.0M | $-252.0M | ||
| Q4 24 | $393.0M | $479.0M | ||
| Q3 24 | $493.0M | $558.0M | ||
| Q2 24 | $146.0M | $336.0M | ||
| Q1 24 | $-1.4B | $-128.0M |
自由现金流率BALLOC
| Q4 25 | 31.1% | 15.5% | ||
| Q3 25 | 7.6% | 28.0% | ||
| Q2 25 | 7.1% | 4.7% | ||
| Q1 25 | -24.1% | -10.0% | ||
| Q4 24 | 13.6% | 16.9% | ||
| Q3 24 | 16.0% | 18.3% | ||
| Q2 24 | 4.9% | 12.0% | ||
| Q1 24 | -48.7% | -5.6% |
资本支出强度BALLOC
| Q4 25 | 5.1% | 12.0% | ||
| Q3 25 | 3.8% | 6.2% | ||
| Q2 25 | 2.9% | 7.2% | ||
| Q1 25 | 2.6% | 8.0% | ||
| Q4 24 | 3.7% | 6.9% | ||
| Q3 24 | 3.8% | 4.6% | ||
| Q2 24 | 3.6% | 5.6% | ||
| Q1 24 | 5.4% | 6.6% |
现金转化率BALLOC
| Q4 25 | 6.05× | — | ||
| Q3 25 | 1.20× | — | ||
| Q2 25 | 1.54× | 0.90× | ||
| Q1 25 | -3.72× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.07× | 2.18× | ||
| Q2 24 | 1.58× | 1.73× | ||
| Q1 24 | -0.34× | 0.08× |
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% |
OC
| Insulation | $724.0M | 34% |
| Residential | $625.0M | 29% |
| Doors | $427.0M | 20% |
| Discontinued Operations Disposed Of By Sale | $299.0M | 14% |
| Commercial And Industrial Sector | $101.0M | 5% |
