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纽约梅隆银行（BK）与国际纸业（IP）财务数据对比。点击上方公司名可切换其他公司
国际纸业的季度营收约是纽约梅隆银行的1.1倍（$6.0B vs $5.4B），纽约梅隆银行净利率更高（30.1% vs 1.0%，领先29.1%），纽约梅隆银行同比增速更快（12.9% vs -0.6%），过去两年纽约梅隆银行的营收复合增速更高（129.2% vs 12.3%）
纽约梅隆银行是总部位于美国纽约的全球性金融服务机构，2007年7月由纽约银行与梅隆金融公司合并组建而成，业务覆盖全球众多市场，为机构、企业及个人客户提供专业金融服务，在资产管理、证券服务等领域拥有领先的行业地位。
国际纸业是总部位于美国田纳西州孟菲斯的纸浆及造纸企业，为全球规模最大的同类型企业，目前拥有约3.9万名员工，产品覆盖纸浆、包装用纸、办公用纸等品类，业务遍及全球多个国家和地区，广泛服务各行业客户的相关需求。
BK vs IP — 直观对比
营收规模更大
IP
是对方的1.1倍
$5.4B
营收增速更快
BK
高出13.5%
-0.6%
净利率更高
BK
高出29.1%
1.0%
两年增速更快
BK
近两年复合增速
12.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $6.0B |
| 净利润 | $1.6B | $60.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 30.1% | 1.0% |
| 营收同比 | 12.9% | -0.6% |
| 净利润同比 | 33.4% | 157.1% |
| 每股收益（稀释后） | $2.24 | $0.14 |
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BKIP
| Q1 26 | $5.4B | $6.0B | ||
| Q4 25 | $1.3B | $4.7B | ||
| Q3 25 | $1.2B | $6.2B | ||
| Q2 25 | $1.2B | $6.8B | ||
| Q1 25 | $1.2B | $5.9B | ||
| Q4 24 | $1.2B | $4.6B | ||
| Q3 24 | $1.0B | $4.7B | ||
| Q2 24 | $1.0B | $4.7B |
净利润BKIP
| Q1 26 | $1.6B | $60.0M | ||
| Q4 25 | $1.5B | $-2.4B | ||
| Q3 25 | $1.4B | $-1.1B | ||
| Q2 25 | $1.4B | $75.0M | ||
| Q1 25 | $1.2B | $-105.0M | ||
| Q4 24 | $1.2B | $-147.0M | ||
| Q3 24 | $1.2B | $150.0M | ||
| Q2 24 | $1.2B | $498.0M |
毛利率BKIP
| Q1 26 | — | — | ||
| Q4 25 | — | 32.2% | ||
| Q3 25 | — | 31.1% | ||
| Q2 25 | — | 27.9% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 29.0% | ||
| Q3 24 | — | 28.7% | ||
| Q2 24 | — | 29.0% |
营业利润率BKIP
| Q1 26 | — | — | ||
| Q4 25 | — | -56.4% | ||
| Q3 25 | — | -10.8% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | -2.3% | ||
| Q4 24 | — | -4.9% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | — | 6.8% |
净利率BKIP
| Q1 26 | 30.1% | 1.0% | ||
| Q4 25 | 108.5% | -50.3% | ||
| Q3 25 | 116.9% | -17.7% | ||
| Q2 25 | 118.3% | 1.1% | ||
| Q1 25 | 105.3% | -1.8% | ||
| Q4 24 | 96.7% | -3.2% | ||
| Q3 24 | 112.8% | 3.2% | ||
| Q2 24 | 113.4% | 10.5% |
每股收益（稀释后）BKIP
| Q1 26 | $2.24 | $0.14 | ||
| Q4 25 | $2.01 | $-4.76 | ||
| Q3 25 | $1.88 | $-2.09 | ||
| Q2 25 | $1.93 | $0.14 | ||
| Q1 25 | $1.58 | $-0.24 | ||
| Q4 24 | $1.53 | $-0.42 | ||
| Q3 24 | $1.50 | $0.42 | ||
| Q2 24 | $1.52 | $1.41 |
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 | — | — |
| 总债务越低越好 | $32.6B | $8.2B |
| 股东权益账面价值 | $172.0B | $14.8B |
| 总资产 | $561.5B | $36.4B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资BKIP
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $1.1B | ||
| Q3 25 | $5.1B | $995.0M | ||
| Q2 25 | $5.7B | $1.1B | ||
| Q1 25 | $5.4B | $1.2B | ||
| Q4 24 | $4.2B | $1.2B | ||
| Q3 24 | $6.2B | $1.2B | ||
| Q2 24 | $5.3B | $1.0B |
总债务BKIP
| Q1 26 | $32.6B | $8.2B | ||
| Q4 25 | $31.9B | $8.8B | ||
| Q3 25 | $32.3B | $9.0B | ||
| Q2 25 | $33.4B | $9.7B | ||
| Q1 25 | $30.9B | $9.2B | ||
| Q4 24 | $30.9B | $5.4B | ||
| Q3 24 | $33.2B | $5.3B | ||
| Q2 24 | $30.9B | $5.3B |
股东权益BKIP
| Q1 26 | $172.0B | $14.8B | ||
| Q4 25 | $44.3B | $14.8B | ||
| Q3 25 | $43.9B | $17.3B | ||
| Q2 25 | $44.0B | $18.6B | ||
| Q1 25 | $43.1B | $18.1B | ||
| Q4 24 | $41.3B | $8.2B | ||
| Q3 24 | $42.0B | $8.6B | ||
| Q2 24 | $40.8B | $8.6B |
总资产BKIP
| Q1 26 | $561.5B | $36.4B | ||
| Q4 25 | $472.3B | $38.0B | ||
| Q3 25 | $455.3B | $40.6B | ||
| Q2 25 | $485.8B | $42.4B | ||
| Q1 25 | $440.7B | $41.2B | ||
| Q4 24 | $416.1B | $22.8B | ||
| Q3 24 | $427.5B | $23.2B | ||
| Q2 24 | $428.5B | $23.1B |
负债/权益比BKIP
| Q1 26 | 0.19× | 0.55× | ||
| Q4 25 | 0.72× | 0.60× | ||
| Q3 25 | 0.74× | 0.52× | ||
| Q2 25 | 0.76× | 0.52× | ||
| Q1 25 | 0.72× | 0.51× | ||
| Q4 24 | 0.75× | 0.66× | ||
| Q3 24 | 0.79× | 0.62× | ||
| Q2 24 | 0.76× | 0.62× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $94.0M |
| 自由现金流率自由现金流/营收 | — | 1.6% |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $553.0M |
8季度趋势，按日历期对齐
经营现金流BKIP
| Q1 26 | — | — | ||
| Q4 25 | $5.2B | $905.0M | ||
| Q3 25 | $-1.1B | $605.0M | ||
| Q2 25 | $2.2B | $476.0M | ||
| Q1 25 | $412.0M | $-288.0M | ||
| Q4 24 | $1.6B | $397.0M | ||
| Q3 24 | $-312.0M | $521.0M | ||
| Q2 24 | $2.1B | $365.0M |
自由现金流BKIP
| Q1 26 | — | $94.0M | ||
| Q4 25 | $4.7B | $255.0M | ||
| Q3 25 | $-1.5B | $150.0M | ||
| Q2 25 | $1.8B | $54.0M | ||
| Q1 25 | $92.0M | $-618.0M | ||
| Q4 24 | $1.1B | $137.0M | ||
| Q3 24 | $-687.0M | $309.0M | ||
| Q2 24 | $1.7B | $167.0M |
自由现金流率BKIP
| Q1 26 | — | 1.6% | ||
| Q4 25 | 352.8% | 5.4% | ||
| Q3 25 | -121.5% | 2.4% | ||
| Q2 25 | 152.8% | 0.8% | ||
| Q1 25 | 7.9% | -10.5% | ||
| Q4 24 | 95.2% | 3.0% | ||
| Q3 24 | -65.6% | 6.6% | ||
| Q2 24 | 169.6% | 3.5% |
资本支出强度BKIP
| Q1 26 | — | 8.7% | ||
| Q4 25 | 32.4% | 13.7% | ||
| Q3 25 | 35.4% | 7.3% | ||
| Q2 25 | 29.8% | 6.2% | ||
| Q1 25 | 27.6% | 5.6% | ||
| Q4 24 | 34.6% | 5.7% | ||
| Q3 24 | 35.8% | 4.5% | ||
| Q2 24 | 37.1% | 4.2% |
现金转化率BKIP
| Q1 26 | — | — | ||
| Q4 25 | 3.55× | — | ||
| Q3 25 | -0.74× | — | ||
| Q2 25 | 1.54× | 6.35× | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | -0.26× | 3.47× | ||
| Q2 24 | 1.82× | 0.73× |
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
BK
| Investment services fees | $2.7B | 49% |
| Other | $1.4B | 25% |
| Investment management and performance fees | $785.0M | 15% |
| Investment and other revenue | $271.0M | 5% |
| Foreign exchange revenue | $232.0M | 4% |
| Financing-related fees | $62.0M | 1% |
| Distribution and servicing fees | $37.0M | 1% |
IP
| Packaging Solutions North America | $3.6B | 61% |
| Packaging Solutions EMEA | $2.3B | 39% |
| Corporate and Inter-segment Sales | $22.0M | 0% |
