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波尔公司（BALL）与Wabtec（WAB）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Wabtec的1.1倍（$3.3B vs $3.0B），Wabtec净利率更高（12.3% vs 6.0%，领先6.3%），波尔公司同比增速更快（16.2% vs 13.0%），过去两年波尔公司的营收复合增速更高（7.9% vs 5.6%）
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。
西屋空气制动技术公司（通称Wabtec）是美国知名轨道交通设备企业，1999年由西屋空气制动公司（WABCO）与动力设备厂商MotivePower合并组建，总部设于宾夕法尼亚州匹兹堡，在全球轨交制动系统、牵引动力设备等领域拥有领先的技术实力与市场份额。
BALL vs WAB — 直观对比
营收规模更大
BALL
是对方的1.1倍
$3.0B
营收增速更快
BALL
高出3.2%
13.0%
净利率更高
WAB
高出6.3%
6.0%
两年增速更快
BALL
近两年复合增速
5.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.0B |
| 净利润 | $200.0M | $363.0M |
| 毛利率 | — | 36.0% |
| 营业利润率 | 7.2% | 17.5% |
| 净利率 | 6.0% | 12.3% |
| 营收同比 | 16.2% | 13.0% |
| 净利润同比 | 766.7% | 11.0% |
| 每股收益（稀释后） | $0.73 | $2.12 |
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BALLWAB
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $3.4B | $2.9B | ||
| Q2 25 | $3.3B | $2.7B | ||
| Q1 25 | $3.1B | $2.6B | ||
| Q4 24 | $2.9B | $2.6B | ||
| Q3 24 | $3.1B | $2.7B | ||
| Q2 24 | $3.0B | $2.6B |
净利润BALLWAB
| Q1 26 | — | $363.0M | ||
| Q4 25 | $200.0M | $202.0M | ||
| Q3 25 | $321.0M | $310.0M | ||
| Q2 25 | $215.0M | $336.0M | ||
| Q1 25 | $179.0M | $322.0M | ||
| Q4 24 | $-30.0M | $212.0M | ||
| Q3 24 | $199.0M | $283.0M | ||
| Q2 24 | $159.0M | $289.0M |
毛利率BALLWAB
| Q1 26 | — | 36.0% | ||
| Q4 25 | — | 32.6% | ||
| Q3 25 | — | 34.7% | ||
| Q2 25 | — | 34.7% | ||
| Q1 25 | — | 34.5% | ||
| Q4 24 | — | 30.9% | ||
| Q3 24 | 17.7% | 33.0% | ||
| Q2 24 | 16.5% | 33.1% |
营业利润率BALLWAB
| Q1 26 | — | 17.5% | ||
| Q4 25 | 7.2% | 12.0% | ||
| Q3 25 | 11.6% | 17.0% | ||
| Q2 25 | 8.0% | 17.4% | ||
| Q1 25 | 7.4% | 18.2% | ||
| Q4 24 | 0.2% | 12.9% | ||
| Q3 24 | 7.4% | 16.3% | ||
| Q2 24 | 6.8% | 16.3% |
净利率BALLWAB
| Q1 26 | — | 12.3% | ||
| Q4 25 | 6.0% | 6.8% | ||
| Q3 25 | 9.5% | 10.7% | ||
| Q2 25 | 6.4% | 12.4% | ||
| Q1 25 | 5.8% | 12.3% | ||
| Q4 24 | -1.0% | 8.2% | ||
| Q3 24 | 6.5% | 10.6% | ||
| Q2 24 | 5.4% | 10.9% |
每股收益（稀释后）BALLWAB
| Q1 26 | — | $2.12 | ||
| Q4 25 | $0.73 | $1.18 | ||
| Q3 25 | $1.18 | $1.81 | ||
| Q2 25 | $0.76 | $1.96 | ||
| Q1 25 | $0.63 | $1.88 | ||
| Q4 24 | $0.23 | $1.24 | ||
| Q3 24 | $0.65 | $1.63 | ||
| Q2 24 | $0.51 | $1.64 |
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 | — |
| 总债务越低越好 | $7.0B | $4.7B |
| 股东权益账面价值 | $5.4B | $11.1B |
| 总资产 | $19.5B | $23.2B |
| 负债/权益比越低杠杆越低 | 1.29× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资BALLWAB
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $568.0M | — | ||
| Q2 25 | $296.0M | — | ||
| Q1 25 | $449.0M | — | ||
| Q4 24 | $885.0M | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — |
总债务BALLWAB
| Q1 26 | — | $4.7B | ||
| Q4 25 | $7.0B | $5.5B | ||
| Q3 25 | $6.9B | $5.3B | ||
| Q2 25 | $6.5B | $4.8B | ||
| Q1 25 | $6.1B | $4.0B | ||
| Q4 24 | $5.3B | $4.0B | ||
| Q3 24 | $5.4B | $4.0B | ||
| Q2 24 | $5.5B | $4.0B |
股东权益BALLWAB
| Q1 26 | — | $11.1B | ||
| Q4 25 | $5.4B | $11.1B | ||
| Q3 25 | $5.4B | $11.0B | ||
| Q2 25 | $5.2B | $10.8B | ||
| Q1 25 | $5.5B | $10.4B | ||
| Q4 24 | $5.9B | $10.1B | ||
| Q3 24 | $6.7B | $10.3B | ||
| Q2 24 | $6.9B | $10.5B |
总资产BALLWAB
| Q1 26 | — | $23.2B | ||
| Q4 25 | $19.5B | $22.1B | ||
| Q3 25 | $18.7B | $21.5B | ||
| Q2 25 | $18.6B | $20.4B | ||
| Q1 25 | $18.0B | $19.1B | ||
| Q4 24 | $17.6B | $18.7B | ||
| Q3 24 | $18.8B | $18.6B | ||
| Q2 24 | $19.0B | $18.9B |
负债/权益比BALLWAB
| Q1 26 | — | 0.42× | ||
| Q4 25 | 1.29× | 0.50× | ||
| Q3 25 | 1.26× | 0.48× | ||
| Q2 25 | 1.24× | 0.44× | ||
| Q1 25 | 1.12× | 0.39× | ||
| Q4 24 | 0.91× | 0.39× | ||
| Q3 24 | 0.80× | 0.39× | ||
| Q2 24 | 0.80× | 0.38× |
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 | $199.0M |
| 自由现金流经营现金流 - 资本支出 | $1.0B | — |
| 自由现金流率自由现金流/营收 | 31.1% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 6.05× | 0.55× |
| 过去12个月自由现金流最近4个季度 | $788.0M | — |
8季度趋势，按日历期对齐
经营现金流BALLWAB
| Q1 26 | — | $199.0M | ||
| Q4 25 | $1.2B | $992.0M | ||
| Q3 25 | $384.0M | $367.0M | ||
| Q2 25 | $332.0M | $209.0M | ||
| Q1 25 | $-665.0M | $191.0M | ||
| Q4 24 | $500.0M | $723.0M | ||
| Q3 24 | $610.0M | $542.0M | ||
| Q2 24 | $252.0M | $235.0M |
自由现金流BALLWAB
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $870.0M | ||
| Q3 25 | $257.0M | $312.0M | ||
| Q2 25 | $236.0M | $170.0M | ||
| Q1 25 | $-746.0M | $147.0M | ||
| Q4 24 | $393.0M | $639.0M | ||
| Q3 24 | $493.0M | $496.0M | ||
| Q2 24 | $146.0M | $189.0M |
自由现金流率BALLWAB
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | 29.3% | ||
| Q3 25 | 7.6% | 10.8% | ||
| Q2 25 | 7.1% | 6.3% | ||
| Q1 25 | -24.1% | 5.6% | ||
| Q4 24 | 13.6% | 24.7% | ||
| Q3 24 | 16.0% | 18.6% | ||
| Q2 24 | 4.9% | 7.1% |
资本支出强度BALLWAB
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 4.1% | ||
| Q3 25 | 3.8% | 1.9% | ||
| Q2 25 | 2.9% | 1.4% | ||
| Q1 25 | 2.6% | 1.7% | ||
| Q4 24 | 3.7% | 3.3% | ||
| Q3 24 | 3.8% | 1.7% | ||
| Q2 24 | 3.6% | 1.7% |
现金转化率BALLWAB
| Q1 26 | — | 0.55× | ||
| Q4 25 | 6.05× | 4.91× | ||
| Q3 25 | 1.20× | 1.18× | ||
| Q2 25 | 1.54× | 0.62× | ||
| Q1 25 | -3.72× | 0.59× | ||
| Q4 24 | — | 3.41× | ||
| Q3 24 | 3.07× | 1.92× | ||
| Q2 24 | 1.58× | 0.81× |
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% |
WAB
暂无分部数据
