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波尔公司（BALL）与Champion Homes, Inc.（SKY）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Champion Homes, Inc.的5.1倍（$3.3B vs $656.6M）。Champion Homes, Inc.净利率更高（8.3% vs 6.0%，领先2.3%）。波尔公司同比增速更快（16.2% vs 1.8%）。波尔公司自由现金流更多（$1.0B vs $92.9M）。过去两年Champion Homes, Inc.的营收复合增速更高（10.6% vs 7.9%）
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。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
BALL vs SKY — 直观对比
营收规模更大
BALL
是对方的5.1倍
$656.6M
营收增速更快
BALL
高出14.4%
1.8%
净利率更高
SKY
高出2.3%
6.0%
自由现金流更多
BALL
多$948.1M
$92.9M
两年增速更快
SKY
近两年复合增速
7.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $656.6M |
| 净利润 | $200.0M | $54.3M |
| 毛利率 | — | 26.2% |
| 营业利润率 | 7.2% | 9.5% |
| 净利率 | 6.0% | 8.3% |
| 营收同比 | 16.2% | 1.8% |
| 净利润同比 | 766.7% | -11.7% |
| 每股收益（稀释后） | $0.73 | $0.97 |
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BALLSKY
| Q4 25 | $3.3B | $656.6M | ||
| Q3 25 | $3.4B | $684.4M | ||
| Q2 25 | $3.3B | $701.3M | ||
| Q1 25 | $3.1B | $593.9M | ||
| Q4 24 | $2.9B | $644.9M | ||
| Q3 24 | $3.1B | $616.9M | ||
| Q2 24 | $3.0B | $627.8M | ||
| Q1 24 | $2.9B | $536.4M |
净利润BALLSKY
| Q4 25 | $200.0M | $54.3M | ||
| Q3 25 | $321.0M | $58.2M | ||
| Q2 25 | $215.0M | $64.7M | ||
| Q1 25 | $179.0M | $36.3M | ||
| Q4 24 | $-30.0M | $61.5M | ||
| Q3 24 | $199.0M | $54.7M | ||
| Q2 24 | $159.0M | $45.8M | ||
| Q1 24 | $3.7B | $2.8M |
毛利率BALLSKY
| Q4 25 | — | 26.2% | ||
| Q3 25 | — | 27.5% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 25.7% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | 17.7% | 27.0% | ||
| Q2 24 | 16.5% | 26.2% | ||
| Q1 24 | 16.6% | 18.3% |
营业利润率BALLSKY
| Q4 25 | 7.2% | 9.5% | ||
| Q3 25 | 11.6% | 10.9% | ||
| Q2 25 | 8.0% | 11.2% | ||
| Q1 25 | 7.4% | 7.1% | ||
| Q4 24 | 0.2% | 11.3% | ||
| Q3 24 | 7.4% | 10.8% | ||
| Q2 24 | 6.8% | 8.8% | ||
| Q1 24 | 6.8% | 1.4% |
净利率BALLSKY
| Q4 25 | 6.0% | 8.3% | ||
| Q3 25 | 9.5% | 8.5% | ||
| Q2 25 | 6.4% | 9.2% | ||
| Q1 25 | 5.8% | 6.1% | ||
| Q4 24 | -1.0% | 9.5% | ||
| Q3 24 | 6.5% | 8.9% | ||
| Q2 24 | 5.4% | 7.3% | ||
| Q1 24 | 128.3% | 0.5% |
每股收益（稀释后）BALLSKY
| Q4 25 | $0.73 | $0.97 | ||
| Q3 25 | $1.18 | $1.03 | ||
| Q2 25 | $0.76 | $1.13 | ||
| Q1 25 | $0.63 | $0.63 | ||
| Q4 24 | $0.23 | $1.06 | ||
| Q3 24 | $0.65 | $0.94 | ||
| Q2 24 | $0.51 | $0.79 | ||
| Q1 24 | $11.61 | $0.04 |
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 | $659.8M |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.4B | $1.6B |
| 总资产 | $19.5B | $2.1B |
| 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BALLSKY
| Q4 25 | $1.2B | $659.8M | ||
| Q3 25 | $568.0M | $618.7M | ||
| Q2 25 | $296.0M | $605.3M | ||
| Q1 25 | $449.0M | $610.3M | ||
| Q4 24 | $885.0M | $581.8M | ||
| Q3 24 | $1.4B | $570.2M | ||
| Q2 24 | $1.3B | $548.9M | ||
| Q1 24 | $1.7B | $495.1M |
总债务BALLSKY
| 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BALLSKY
| Q4 25 | $5.4B | $1.6B | ||
| Q3 25 | $5.4B | $1.6B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $5.5B | $1.5B | ||
| Q4 24 | $5.9B | $1.5B | ||
| Q3 24 | $6.7B | $1.5B | ||
| Q2 24 | $6.9B | $1.5B | ||
| Q1 24 | $7.3B | $1.4B |
总资产BALLSKY
| Q4 25 | $19.5B | $2.1B | ||
| Q3 25 | $18.7B | $2.1B | ||
| Q2 25 | $18.6B | $2.1B | ||
| Q1 25 | $18.0B | $2.1B | ||
| Q4 24 | $17.6B | $2.0B | ||
| Q3 24 | $18.8B | $2.0B | ||
| Q2 24 | $19.0B | $2.0B | ||
| Q1 24 | $19.9B | $1.9B |
负债/权益比BALLSKY
| 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 | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | $92.9M |
| 自由现金流率自由现金流/营收 | 31.1% | 14.1% |
| 资本支出强度资本支出/营收 | 5.1% | 1.1% |
| 现金转化率经营现金流/净利润 | 6.05× | 1.84× |
| 过去12个月自由现金流最近4个季度 | $788.0M | $259.7M |
8季度趋势，按日历期对齐
经营现金流BALLSKY
| Q4 25 | $1.2B | $100.0M | ||
| Q3 25 | $384.0M | $75.9M | ||
| Q2 25 | $332.0M | $75.3M | ||
| Q1 25 | $-665.0M | $46.0M | ||
| Q4 24 | $500.0M | $50.4M | ||
| Q3 24 | $610.0M | $59.8M | ||
| Q2 24 | $252.0M | $84.6M | ||
| Q1 24 | $-1.2B | — |
自由现金流BALLSKY
| Q4 25 | $1.0B | $92.9M | ||
| Q3 25 | $257.0M | $67.0M | ||
| Q2 25 | $236.0M | $66.4M | ||
| Q1 25 | $-746.0M | $33.4M | ||
| Q4 24 | $393.0M | $37.3M | ||
| Q3 24 | $493.0M | $45.7M | ||
| Q2 24 | $146.0M | $73.9M | ||
| Q1 24 | $-1.4B | — |
自由现金流率BALLSKY
| Q4 25 | 31.1% | 14.1% | ||
| Q3 25 | 7.6% | 9.8% | ||
| Q2 25 | 7.1% | 9.5% | ||
| Q1 25 | -24.1% | 5.6% | ||
| Q4 24 | 13.6% | 5.8% | ||
| Q3 24 | 16.0% | 7.4% | ||
| Q2 24 | 4.9% | 11.8% | ||
| Q1 24 | -48.7% | — |
资本支出强度BALLSKY
| Q4 25 | 5.1% | 1.1% | ||
| Q3 25 | 3.8% | 1.3% | ||
| Q2 25 | 2.9% | 1.3% | ||
| Q1 25 | 2.6% | 2.1% | ||
| Q4 24 | 3.7% | 2.0% | ||
| Q3 24 | 3.8% | 2.3% | ||
| Q2 24 | 3.6% | 1.7% | ||
| Q1 24 | 5.4% | — |
现金转化率BALLSKY
| Q4 25 | 6.05× | 1.84× | ||
| Q3 25 | 1.20× | 1.30× | ||
| Q2 25 | 1.54× | 1.16× | ||
| Q1 25 | -3.72× | 1.27× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | 3.07× | 1.09× | ||
| Q2 24 | 1.58× | 1.85× | ||
| 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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
