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波尔公司（BALL）与United Rentals（URI）财务数据对比。点击上方公司名可切换其他公司
United Rentals的季度营收约是波尔公司的1.1倍（$4.0B vs $3.6B），United Rentals净利率更高（13.3% vs 5.7%，领先7.6%），波尔公司同比增速更快（16.3% vs 7.2%），United Rentals自由现金流更多（$1.1B vs $-938.0M），过去两年United Rentals的营收复合增速更高（114.0% 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。
United Rentals是美国设备租赁企业，2022年占据北美市场约16%的份额。截至2025年，该公司拥有全球规模最大的租赁车队，覆盖约4800类设备，原始设备成本总计约205.9亿美元，在全球共设1625个营业网点，业务覆盖北美、欧洲、澳大利亚及新西兰。
BALL vs URI — 直观对比
营收规模更大
URI
是对方的1.1倍
$3.6B
营收增速更快
BALL
高出9.2%
7.2%
净利率更高
URI
高出7.6%
5.7%
自由现金流更多
URI
多$2.0B
$-938.0M
两年增速更快
URI
近两年复合增速
10.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $4.0B |
| 净利润 | $205.0M | $531.0M |
| 毛利率 | — | 36.9% |
| 营业利润率 | — | 21.8% |
| 净利率 | 5.7% | 13.3% |
| 营收同比 | 16.3% | 7.2% |
| 净利润同比 | 14.5% | — |
| 每股收益（稀释后） | $0.77 | $8.43 |
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BALLURI
| Q1 26 | $3.6B | $4.0B | ||
| Q4 25 | $3.3B | $992.0M | ||
| Q3 25 | $3.4B | $938.0M | ||
| Q2 25 | $3.3B | $872.0M | ||
| Q1 25 | $3.1B | $893.0M | ||
| Q4 24 | $2.9B | $1.0B | ||
| Q3 24 | $3.1B | $874.0M | ||
| Q2 24 | $3.0B | $870.0M |
净利润BALLURI
| Q1 26 | $205.0M | $531.0M | ||
| Q4 25 | $200.0M | $653.0M | ||
| Q3 25 | $321.0M | $701.0M | ||
| Q2 25 | $215.0M | $622.0M | ||
| Q1 25 | $179.0M | $518.0M | ||
| Q4 24 | $-30.0M | $689.0M | ||
| Q3 24 | $199.0M | $708.0M | ||
| Q2 24 | $159.0M | $636.0M |
毛利率BALLURI
| Q1 26 | — | 36.9% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 16.5% | — |
营业利润率BALLURI
| Q1 26 | — | 21.8% | ||
| Q4 25 | 7.2% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 7.4% | 90.0% | ||
| Q4 24 | 0.2% | — | ||
| Q3 24 | 7.4% | — | ||
| Q2 24 | 6.8% | — |
净利率BALLURI
| Q1 26 | 5.7% | 13.3% | ||
| Q4 25 | 6.0% | 65.8% | ||
| Q3 25 | 9.5% | 74.7% | ||
| Q2 25 | 6.4% | 71.3% | ||
| Q1 25 | 5.8% | 58.0% | ||
| Q4 24 | -1.0% | 67.6% | ||
| Q3 24 | 6.5% | 81.0% | ||
| Q2 24 | 5.4% | 73.1% |
每股收益（稀释后）BALLURI
| Q1 26 | $0.77 | $8.43 | ||
| Q4 25 | $0.73 | $10.20 | ||
| Q3 25 | $1.18 | $10.91 | ||
| Q2 25 | $0.76 | $9.59 | ||
| Q1 25 | $0.63 | $7.91 | ||
| Q4 24 | $0.23 | $10.41 | ||
| Q3 24 | $0.65 | $10.70 | ||
| Q2 24 | $0.51 | $9.54 |
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 | $156.0M |
| 总债务越低越好 | $7.0B | $13.9B |
| 股东权益账面价值 | $5.6B | $9.0B |
| 总资产 | $19.8B | $29.9B |
| 负债/权益比越低杠杆越低 | 1.25× | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资BALLURI
| Q1 26 | $730.0M | $156.0M | ||
| Q4 25 | $1.2B | $459.0M | ||
| Q3 25 | $568.0M | $512.0M | ||
| Q2 25 | $296.0M | $548.0M | ||
| Q1 25 | $449.0M | $542.0M | ||
| Q4 24 | $885.0M | $457.0M | ||
| Q3 24 | $1.4B | $479.0M | ||
| Q2 24 | $1.3B | $467.0M |
总债务BALLURI
| Q1 26 | $7.0B | $13.9B | ||
| Q4 25 | $7.0B | $12.7B | ||
| Q3 25 | $6.9B | $12.6B | ||
| Q2 25 | $6.5B | $12.1B | ||
| Q1 25 | $6.1B | $11.5B | ||
| Q4 24 | $5.3B | $12.2B | ||
| Q3 24 | $5.4B | $11.9B | ||
| Q2 24 | $5.5B | $11.5B |
股东权益BALLURI
| Q1 26 | $5.6B | $9.0B | ||
| Q4 25 | $5.4B | $9.0B | ||
| Q3 25 | $5.4B | $9.0B | ||
| Q2 25 | $5.2B | $9.0B | ||
| Q1 25 | $5.5B | $8.8B | ||
| Q4 24 | $5.9B | $8.6B | ||
| Q3 24 | $6.7B | $8.6B | ||
| Q2 24 | $6.9B | $8.3B |
总资产BALLURI
| Q1 26 | $19.8B | $29.9B | ||
| Q4 25 | $19.5B | $29.9B | ||
| Q3 25 | $18.7B | $30.1B | ||
| Q2 25 | $18.6B | $29.2B | ||
| Q1 25 | $18.0B | $28.1B | ||
| Q4 24 | $17.6B | $28.2B | ||
| Q3 24 | $18.8B | $28.4B | ||
| Q2 24 | $19.0B | $27.6B |
负债/权益比BALLURI
| Q1 26 | 1.25× | 1.55× | ||
| Q4 25 | 1.29× | 1.41× | ||
| Q3 25 | 1.26× | 1.40× | ||
| Q2 25 | 1.24× | 1.34× | ||
| Q1 25 | 1.12× | 1.31× | ||
| Q4 24 | 0.91× | 1.42× | ||
| Q3 24 | 0.80× | 1.38× | ||
| Q2 24 | 0.80× | 1.39× |
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 | — | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $-938.0M | $1.1B |
| 自由现金流率自由现金流/营收 | -26.0% | 26.4% |
| 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 | — | 2.85× |
| 过去12个月自由现金流最近4个季度 | $596.0M | — |
8季度趋势，按日历期对齐
经营现金流BALLURI
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $384.0M | $1.2B | ||
| Q2 25 | $332.0M | $1.3B | ||
| Q1 25 | $-665.0M | $1.4B | ||
| Q4 24 | $500.0M | $1.0B | ||
| Q3 24 | $610.0M | $1.2B | ||
| Q2 24 | $252.0M | $1.3B |
自由现金流BALLURI
| Q1 26 | $-938.0M | $1.1B | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $257.0M | — | ||
| Q2 25 | $236.0M | — | ||
| Q1 25 | $-746.0M | — | ||
| Q4 24 | $393.0M | $471.0M | ||
| Q3 24 | $493.0M | $-168.0M | ||
| Q2 24 | $146.0M | $-263.0M |
自由现金流率BALLURI
| Q1 26 | -26.0% | 26.4% | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 7.6% | — | ||
| Q2 25 | 7.1% | — | ||
| Q1 25 | -24.1% | — | ||
| Q4 24 | 13.6% | 46.2% | ||
| Q3 24 | 16.0% | -19.2% | ||
| Q2 24 | 4.9% | -30.2% |
资本支出强度BALLURI
| Q1 26 | 4.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.7% | 56.6% | ||
| Q3 24 | 3.8% | 157.0% | ||
| Q2 24 | 3.6% | 175.6% |
现金转化率BALLURI
| Q1 26 | — | 2.85× | ||
| Q4 25 | 6.05× | 1.92× | ||
| Q3 25 | 1.20× | 1.68× | ||
| Q2 25 | 1.54× | 2.14× | ||
| Q1 25 | -3.72× | 2.75× | ||
| Q4 24 | — | 1.52× | ||
| Q3 24 | 3.07× | 1.70× | ||
| Q2 24 | 1.58× | 1.99× |
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% |
URI
| Equipment rentals | $3.4B | 86% |
| Sales of rental equipment | $350.0M | 9% |
| Service and other revenues | $92.0M | 2% |
| Sales of new equipment | $84.0M | 2% |
| Contractor supplies sales | $40.0M | 1% |
