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邦吉（BG）与恩智浦（NXPI）财务数据对比。点击上方公司名可切换其他公司
邦吉的季度营收约是恩智浦的1.5倍（$4.9B vs $3.2B），恩智浦净利率更高（35.3% vs 1.9%，领先33.3%），邦吉同比增速更快（22.2% vs -5.0%），邦吉自由现金流更多（$809.0M vs $714.0M），过去两年邦吉的营收复合增速更高（11.3% vs 0.9%）
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
BG vs NXPI — 直观对比
营收规模更大
BG
是对方的1.5倍
$3.2B
营收增速更快
BG
高出27.2%
-5.0%
净利率更高
NXPI
高出33.3%
1.9%
自由现金流更多
BG
多$95.0M
$714.0M
两年增速更快
BG
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $3.2B |
| 净利润 | $95.0M | $1.1B |
| 毛利率 | 20.7% | 59.5% |
| 营业利润率 | 1.8% | — |
| 净利率 | 1.9% | 35.3% |
| 营收同比 | 22.2% | -5.0% |
| 净利润同比 | -84.2% | 147.0% |
| 每股收益（稀释后） | $-0.02 | $4.43 |
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BGNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $4.9B | $3.3B | ||
| Q3 25 | $4.4B | $3.2B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $3.7B | $2.8B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $3.9B | $3.3B | ||
| Q2 24 | $3.7B | $3.1B |
净利润BGNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $95.0M | $455.0M | ||
| Q3 25 | $166.0M | $631.0M | ||
| Q2 25 | $354.0M | $445.0M | ||
| Q1 25 | $201.0M | $490.0M | ||
| Q4 24 | $602.0M | $495.0M | ||
| Q3 24 | $221.0M | $718.0M | ||
| Q2 24 | $70.0M | $658.0M |
毛利率BGNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 20.7% | 54.2% | ||
| Q3 25 | 24.3% | 56.3% | ||
| Q2 25 | 18.4% | 53.4% | ||
| Q1 25 | 16.3% | 55.0% | ||
| Q4 24 | 27.0% | 53.9% | ||
| Q3 24 | 19.9% | 57.4% | ||
| Q2 24 | 17.8% | 57.3% |
营业利润率BGNXPI
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 22.3% | ||
| Q3 25 | 6.2% | 28.1% | ||
| Q2 25 | 12.3% | 23.5% | ||
| Q1 25 | 7.8% | 25.5% | ||
| Q4 24 | 18.3% | 21.7% | ||
| Q3 24 | 8.3% | 30.5% | ||
| Q2 24 | 2.8% | 28.7% |
净利率BGNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 1.9% | 13.6% | ||
| Q3 25 | 3.8% | 19.9% | ||
| Q2 25 | 8.8% | 15.2% | ||
| Q1 25 | 5.5% | 17.3% | ||
| Q4 24 | 15.0% | 15.9% | ||
| Q3 24 | 5.7% | 22.1% | ||
| Q2 24 | 1.9% | 21.0% |
每股收益（稀释后）BGNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $-0.02 | $1.80 | ||
| Q3 25 | $0.84 | $2.48 | ||
| Q2 25 | $2.61 | $1.75 | ||
| Q1 25 | $1.48 | $1.92 | ||
| Q4 24 | $4.27 | $1.93 | ||
| Q3 24 | $1.56 | $2.79 | ||
| Q2 24 | $0.48 | $2.54 |
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 | $2.0B | $3.7B |
| 总债务越低越好 | $10.2B | $11.7B |
| 股东权益账面价值 | $15.9B | $10.9B |
| 总资产 | $44.5B | $27.1B |
| 负债/权益比越低杠杆越低 | 0.64× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资BGNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $3.2B | $3.5B | ||
| Q2 25 | $7.1B | $3.2B | ||
| Q1 25 | $3.9B | $4.0B | ||
| Q4 24 | $3.8B | $3.3B | ||
| Q3 24 | $3.0B | $2.7B | ||
| Q2 24 | $1.3B | $2.9B |
总债务BGNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $10.2B | $11.0B | ||
| Q3 25 | $11.1B | $11.0B | ||
| Q2 25 | $7.7B | $9.5B | ||
| Q1 25 | $5.4B | $10.2B | ||
| Q4 24 | $5.4B | $10.4B | ||
| Q3 24 | $5.4B | $9.7B | ||
| Q2 24 | $4.1B | $9.7B |
股东权益BGNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $15.9B | $10.1B | ||
| Q3 25 | $15.8B | $10.0B | ||
| Q2 25 | $10.9B | $9.6B | ||
| Q1 25 | $10.6B | $9.3B | ||
| Q4 24 | $9.9B | $9.2B | ||
| Q3 24 | $10.1B | $9.4B | ||
| Q2 24 | $10.0B | $9.0B |
总资产BGNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $44.5B | $26.6B | ||
| Q3 25 | $46.3B | $26.4B | ||
| Q2 25 | $31.2B | $25.3B | ||
| Q1 25 | $26.7B | $25.2B | ||
| Q4 24 | $24.9B | $24.4B | ||
| Q3 24 | $25.3B | $23.7B | ||
| Q2 24 | $24.4B | $23.2B |
负债/权益比BGNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 0.64× | 1.09× | ||
| Q3 25 | 0.71× | 1.09× | ||
| Q2 25 | 0.71× | 0.99× | ||
| Q1 25 | 0.51× | 1.10× | ||
| Q4 24 | 0.54× | 1.13× | ||
| Q3 24 | 0.54× | 1.03× | ||
| Q2 24 | 0.41× | 1.07× |
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 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $714.0M |
| 自由现金流率自由现金流/营收 | 16.6% | 22.4% |
| 资本支出强度资本支出/营收 | 11.0% | 2.5% |
| 现金转化率经营现金流/净利润 | 14.18× | — |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $2.7B |
8季度趋势，按日历期对齐
经营现金流BGNXPI
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $891.0M | ||
| Q3 25 | $854.0M | $585.0M | ||
| Q2 25 | $-1.1B | $779.0M | ||
| Q1 25 | $-285.0M | $565.0M | ||
| Q4 24 | $1.1B | $391.0M | ||
| Q3 24 | $1.3B | $779.0M | ||
| Q2 24 | $-1.5B | $761.0M |
自由现金流BGNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $809.0M | $793.0M | ||
| Q3 25 | $385.0M | $508.0M | ||
| Q2 25 | $-1.5B | $696.0M | ||
| Q1 25 | $-595.0M | $426.0M | ||
| Q4 24 | $564.0M | $261.0M | ||
| Q3 24 | $973.0M | $593.0M | ||
| Q2 24 | $-1.8B | $576.0M |
自由现金流率BGNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 16.6% | 23.8% | ||
| Q3 25 | 8.8% | 16.0% | ||
| Q2 25 | -36.8% | 23.8% | ||
| Q1 25 | -16.2% | 15.0% | ||
| Q4 24 | 14.1% | 8.4% | ||
| Q3 24 | 25.1% | 18.2% | ||
| Q2 24 | -47.4% | 18.4% |
资本支出强度BGNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 11.0% | 2.9% | ||
| Q3 25 | 10.7% | 2.4% | ||
| Q2 25 | 10.1% | 2.8% | ||
| Q1 25 | 8.5% | 4.9% | ||
| Q4 24 | 12.2% | 4.2% | ||
| Q3 24 | 9.1% | 5.7% | ||
| Q2 24 | 8.0% | 5.9% |
现金转化率BGNXPI
| Q1 26 | — | — | ||
| Q4 25 | 14.18× | 1.96× | ||
| Q3 25 | 5.14× | 0.93× | ||
| Q2 25 | -3.03× | 1.75× | ||
| Q1 25 | -1.42× | 1.15× | ||
| Q4 24 | 1.75× | 0.79× | ||
| Q3 24 | 6.00× | 1.08× | ||
| Q2 24 | -21.06× | 1.16× |
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
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
NXPI
暂无分部数据
