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波尔公司(BALL)与SONOCO PRODUCTS CO(SON)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SONOCO PRODUCTS CO的2.0倍($3.3B vs $1.7B)。波尔公司净利率更高(6.0% vs 4.1%,领先1.9%)。波尔公司同比增速更快(16.2% vs -1.9%)。波尔公司自由现金流更多($1.0B vs $-428.3B)。过去两年波尔公司的营收复合增速更高(7.9% vs 1.6%)
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。
索诺科产品公司是美国多元化包装服务商,主营消费包装、工业产品、防护包装及包装供应链服务,是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年,年净销售额约73亿美元,在33个国家设有超335个运营点,员工1.99万名,业务覆盖超85个国家,总部位于南卡罗来纳州哈茨维尔。
BALL vs SON — 直观对比
营收规模更大
BALL
是对方的2.0倍
$1.7B
营收增速更快
BALL
高出18.1%
-1.9%
净利率更高
BALL
高出1.9%
4.1%
自由现金流更多
BALL
多$429.3B
$-428.3B
两年增速更快
BALL
近两年复合增速
1.6%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $3.3B | $1.7B |
| 净利润 | $200.0M | $68.0M |
| 毛利率 | — | 20.6% |
| 营业利润率 | 7.2% | 7.6% |
| 净利率 | 6.0% | 4.1% |
| 营收同比 | 16.2% | -1.9% |
| 净利润同比 | 766.7% | 25.9% |
| 每股收益(稀释后) | $0.73 | $0.68 |
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
BALL
SON
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.3B | $1.8B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.3B | $1.9B | ||
| Q1 25 | $3.1B | $1.7B | ||
| Q4 24 | $2.9B | $64.2M | ||
| Q3 24 | $3.1B | $1.7B | ||
| Q2 24 | $3.0B | $1.6B |
净利润
BALL
SON
| Q1 26 | — | $68.0M | ||
| Q4 25 | $200.0M | $332.2M | ||
| Q3 25 | $321.0M | $122.9M | ||
| Q2 25 | $215.0M | $493.4M | ||
| Q1 25 | $179.0M | $54.4M | ||
| Q4 24 | $-30.0M | $-43.0M | ||
| Q3 24 | $199.0M | $50.9M | ||
| Q2 24 | $159.0M | $90.8M |
毛利率
BALL
SON
| Q1 26 | — | 20.6% | ||
| Q4 25 | — | 19.6% | ||
| Q3 25 | — | 21.9% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 20.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.7% | 21.4% | ||
| Q2 24 | 16.5% | 22.0% |
营业利润率
BALL
SON
| Q1 26 | — | 7.6% | ||
| Q4 25 | 7.2% | 29.4% | ||
| Q3 25 | 11.6% | 9.1% | ||
| Q2 25 | 8.0% | 9.2% | ||
| Q1 25 | 7.4% | 7.4% | ||
| Q4 24 | 0.2% | -84.8% | ||
| Q3 24 | 7.4% | 7.6% | ||
| Q2 24 | 6.8% | 8.6% |
净利率
BALL
SON
| Q1 26 | — | 4.1% | ||
| Q4 25 | 6.0% | 18.8% | ||
| Q3 25 | 9.5% | 5.8% | ||
| Q2 25 | 6.4% | 25.8% | ||
| Q1 25 | 5.8% | 3.2% | ||
| Q4 24 | -1.0% | -67.0% | ||
| Q3 24 | 6.5% | 3.0% | ||
| Q2 24 | 5.4% | 5.6% |
每股收益(稀释后)
BALL
SON
| Q1 26 | — | $0.68 | ||
| Q4 25 | $0.73 | $3.33 | ||
| Q3 25 | $1.18 | $1.23 | ||
| Q2 25 | $0.76 | $4.96 | ||
| Q1 25 | $0.63 | $0.55 | ||
| Q4 24 | $0.23 | $-0.44 | ||
| Q3 24 | $0.65 | $0.51 | ||
| Q2 24 | $0.51 | $0.92 |
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 | $224.5M |
| 总债务越低越好 | $7.0B | $3.5B |
| 股东权益账面价值 | $5.4B | $3.6B |
| 总资产 | $19.5B | $11.1B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
BALL
SON
| Q1 26 | — | $224.5M | ||
| Q4 25 | $1.2B | $378.4M | ||
| Q3 25 | $568.0M | $244.9M | ||
| Q2 25 | $296.0M | $329.8M | ||
| Q1 25 | $449.0M | $181.8M | ||
| Q4 24 | $885.0M | $431.0M | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.3B | $140.2M |
总债务
BALL
SON
| Q1 26 | — | $3.5B | ||
| Q4 25 | $7.0B | $3.8B | ||
| Q3 25 | $6.9B | $3.8B | ||
| Q2 25 | $6.5B | $5.0B | ||
| Q1 25 | $6.1B | $5.0B | ||
| Q4 24 | $5.3B | $5.0B | ||
| Q3 24 | $5.4B | $4.3B | ||
| Q2 24 | $5.5B | $2.5B |
股东权益
BALL
SON
| Q1 26 | — | $3.6B | ||
| Q4 25 | $5.4B | $3.6B | ||
| Q3 25 | $5.4B | $3.3B | ||
| Q2 25 | $5.2B | $3.2B | ||
| Q1 25 | $5.5B | $2.4B | ||
| Q4 24 | $5.9B | $2.3B | ||
| Q3 24 | $6.7B | $2.5B | ||
| Q2 24 | $6.9B | $2.4B |
总资产
BALL
SON
| Q1 26 | — | $11.1B | ||
| Q4 25 | $19.5B | $11.2B | ||
| Q3 25 | $18.7B | $11.7B | ||
| Q2 25 | $18.6B | $12.0B | ||
| Q1 25 | $18.0B | $12.7B | ||
| Q4 24 | $17.6B | $12.5B | ||
| Q3 24 | $18.8B | $9.0B | ||
| Q2 24 | $19.0B | $7.2B |
负债/权益比
BALL
SON
| Q1 26 | — | 0.97× | ||
| Q4 25 | 1.29× | 1.05× | ||
| Q3 25 | 1.26× | 1.15× | ||
| Q2 25 | 1.24× | 1.54× | ||
| Q1 25 | 1.12× | 2.03× | ||
| Q4 24 | 0.91× | 2.19× | ||
| Q3 24 | 0.80× | 1.74× | ||
| Q2 24 | 0.80× | 1.04× |
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 | $-428.3B |
| 自由现金流率自由现金流/营收 | 31.1% | -25547.4% |
| 资本支出强度资本支出/营收 | 5.1% | 3600.5% |
| 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 | $-427.6B |
8季度趋势,按日历期对齐
经营现金流
BALL
SON
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $412.9M | ||
| Q3 25 | $384.0M | $291.5M | ||
| Q2 25 | $332.0M | $193.4M | ||
| Q1 25 | $-665.0M | $-208.1M | ||
| Q4 24 | $500.0M | $396.2M | ||
| Q3 24 | $610.0M | $162.1M | ||
| Q2 24 | $252.0M | $109.3M |
自由现金流
BALL
SON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $1.0B | $322.3M | ||
| Q3 25 | $257.0M | $225.6M | ||
| Q2 25 | $236.0M | $98.6M | ||
| Q1 25 | $-746.0M | $-300.8M | ||
| Q4 24 | $393.0M | $274.3M | ||
| Q3 24 | $493.0M | $70.5M | ||
| Q2 24 | $146.0M | $16.0M |
自由现金流率
BALL
SON
| Q1 26 | — | -25547.4% | ||
| Q4 25 | 31.1% | 18.2% | ||
| Q3 25 | 7.6% | 10.6% | ||
| Q2 25 | 7.1% | 5.2% | ||
| Q1 25 | -24.1% | -17.6% | ||
| Q4 24 | 13.6% | 427.6% | ||
| Q3 24 | 16.0% | 4.2% | ||
| Q2 24 | 4.9% | 1.0% |
资本支出强度
BALL
SON
| Q1 26 | — | 3600.5% | ||
| Q4 25 | 5.1% | 5.1% | ||
| Q3 25 | 3.8% | 3.1% | ||
| Q2 25 | 2.9% | 5.0% | ||
| Q1 25 | 2.6% | 5.4% | ||
| Q4 24 | 3.7% | 190.0% | ||
| Q3 24 | 3.8% | 5.5% | ||
| Q2 24 | 3.6% | 5.7% |
现金转化率
BALL
SON
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 1.24× | ||
| Q3 25 | 1.20× | 2.37× | ||
| Q2 25 | 1.54× | 0.39× | ||
| Q1 25 | -3.72× | -3.82× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.07× | 3.18× | ||
| Q2 24 | 1.58× | 1.20× |
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% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |