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纽约梅隆银行(BK)与Qorvo, Inc.(QRVO)财务数据对比。点击上方公司名可切换其他公司
纽约梅隆银行的季度营收约是Qorvo, Inc.的1.4倍($1.3B vs $993.0M),纽约梅隆银行净利率更高(108.5% vs 16.5%,领先92.0%),纽约梅隆银行同比增速更快(12.7% vs 8.4%),纽约梅隆银行自由现金流更多($4.7B vs $236.9M),过去两年纽约梅隆银行的营收复合增速更高(13.8% vs 2.7%)
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。
Qorvo是一家美国跨国企业,专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来,合并计划于2014年公布,2015年1月1日正式完成,在纳斯达克挂牌上市,股票代码QRVO,原实行双总部制,2016年中起将北卡罗来纳州基地作为总部所在地。
BK vs QRVO — 直观对比
营收规模更大
BK
是对方的1.4倍
$993.0M
营收增速更快
BK
高出4.4%
8.4%
净利率更高
BK
高出92.0%
16.5%
自由现金流更多
BK
多$4.5B
$236.9M
两年增速更快
BK
近两年复合增速
2.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $993.0M |
| 净利润 | $1.5B | $164.1M |
| 毛利率 | — | 46.7% |
| 营业利润率 | — | 19.4% |
| 净利率 | 108.5% | 16.5% |
| 营收同比 | 12.7% | 8.4% |
| 净利润同比 | 26.5% | 297.5% |
| 每股收益(稀释后) | $2.01 | $1.75 |
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
BK
QRVO
| Q4 25 | $1.3B | $993.0M | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $818.8M | ||
| Q1 25 | $1.2B | $869.5M | ||
| Q4 24 | $1.2B | $916.3M | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.0B | $886.7M | ||
| Q1 24 | $1.0B | $941.0M |
净利润
BK
QRVO
| Q4 25 | $1.5B | $164.1M | ||
| Q3 25 | $1.4B | $119.6M | ||
| Q2 25 | $1.4B | $25.6M | ||
| Q1 25 | $1.2B | $31.4M | ||
| Q4 24 | $1.2B | $41.3M | ||
| Q3 24 | $1.2B | $-17.4M | ||
| Q2 24 | $1.2B | $414.0K | ||
| Q1 24 | $1.0B | $2.7M |
毛利率
BK
QRVO
| Q4 25 | — | 46.7% | ||
| Q3 25 | — | 47.0% | ||
| Q2 25 | — | 40.5% | ||
| Q1 25 | — | 42.2% | ||
| Q4 24 | — | 42.7% | ||
| Q3 24 | — | 42.6% | ||
| Q2 24 | — | 37.5% | ||
| Q1 24 | — | 40.6% |
营业利润率
BK
QRVO
| Q4 25 | — | 19.4% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 5.8% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 3.2% |
净利率
BK
QRVO
| Q4 25 | 108.5% | 16.5% | ||
| Q3 25 | 116.9% | 11.3% | ||
| Q2 25 | 118.3% | 3.1% | ||
| Q1 25 | 105.3% | 3.6% | ||
| Q4 24 | 96.7% | 4.5% | ||
| Q3 24 | 112.8% | -1.7% | ||
| Q2 24 | 113.4% | 0.0% | ||
| Q1 24 | 98.6% | 0.3% |
每股收益(稀释后)
BK
QRVO
| Q4 25 | $2.01 | $1.75 | ||
| Q3 25 | $1.88 | $1.28 | ||
| Q2 25 | $1.93 | $0.27 | ||
| Q1 25 | $1.58 | $0.33 | ||
| Q4 24 | $1.53 | $0.43 | ||
| Q3 24 | $1.50 | $-0.18 | ||
| Q2 24 | $1.52 | $0.00 | ||
| Q1 24 | $1.25 | $0.04 |
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 | $5.1B | $1.3B |
| 总债务越低越好 | $31.9B | $1.5B |
| 股东权益账面价值 | $44.3B | $3.7B |
| 总资产 | $472.3B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.42× |
8季度趋势,按日历期对齐
现金及短期投资
BK
QRVO
| Q4 25 | $5.1B | $1.3B | ||
| Q3 25 | $5.1B | $1.1B | ||
| Q2 25 | $5.7B | $1.2B | ||
| Q1 25 | $5.4B | $1.0B | ||
| Q4 24 | $4.2B | $769.4M | ||
| Q3 24 | $6.2B | $1.1B | ||
| Q2 24 | $5.3B | $1.1B | ||
| Q1 24 | $5.3B | $1.0B |
总债务
BK
QRVO
| Q4 25 | $31.9B | $1.5B | ||
| Q3 25 | $32.3B | $1.5B | ||
| Q2 25 | $33.4B | $1.5B | ||
| Q1 25 | $30.9B | $1.5B | ||
| Q4 24 | $30.9B | $1.5B | ||
| Q3 24 | $33.2B | $1.5B | ||
| Q2 24 | $30.9B | $1.5B | ||
| Q1 24 | $32.4B | $1.5B |
股东权益
BK
QRVO
| Q4 25 | $44.3B | $3.7B | ||
| Q3 25 | $43.9B | $3.5B | ||
| Q2 25 | $44.0B | $3.4B | ||
| Q1 25 | $43.1B | $3.4B | ||
| Q4 24 | $41.3B | $3.4B | ||
| Q3 24 | $42.0B | $3.4B | ||
| Q2 24 | $40.8B | $3.5B | ||
| Q1 24 | $40.6B | $3.6B |
总资产
BK
QRVO
| Q4 25 | $472.3B | $6.2B | ||
| Q3 25 | $455.3B | $6.1B | ||
| Q2 25 | $485.8B | $6.0B | ||
| Q1 25 | $440.7B | $5.9B | ||
| Q4 24 | $416.1B | $6.0B | ||
| Q3 24 | $427.5B | $6.5B | ||
| Q2 24 | $428.5B | $6.4B | ||
| Q1 24 | $434.7B | $6.6B |
负债/权益比
BK
QRVO
| Q4 25 | 0.72× | 0.42× | ||
| Q3 25 | 0.74× | 0.44× | ||
| Q2 25 | 0.76× | 0.45× | ||
| Q1 25 | 0.72× | 0.46× | ||
| Q4 24 | 0.75× | 0.46× | ||
| Q3 24 | 0.79× | 0.45× | ||
| Q2 24 | 0.76× | 0.44× | ||
| Q1 24 | 0.80× | 0.44× |
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 | $5.2B | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $4.7B | $236.9M |
| 自由现金流率自由现金流/营收 | 352.8% | 23.9% |
| 资本支出强度资本支出/营收 | 32.4% | 2.9% |
| 现金转化率经营现金流/净利润 | 3.55× | 1.62× |
| 过去12个月自由现金流最近4个季度 | $5.2B | $595.2M |
8季度趋势,按日历期对齐
经营现金流
BK
QRVO
| Q4 25 | $5.2B | $265.4M | ||
| Q3 25 | $-1.1B | $84.0M | ||
| Q2 25 | $2.2B | $182.9M | ||
| Q1 25 | $412.0M | $199.2M | ||
| Q4 24 | $1.6B | $214.1M | ||
| Q3 24 | $-312.0M | $127.8M | ||
| Q2 24 | $2.1B | $81.1M | ||
| Q1 24 | $-2.7B | — |
自由现金流
BK
QRVO
| Q4 25 | $4.7B | $236.9M | ||
| Q3 25 | $-1.5B | $42.2M | ||
| Q2 25 | $1.8B | $145.4M | ||
| Q1 25 | $92.0M | $170.7M | ||
| Q4 24 | $1.1B | $176.2M | ||
| Q3 24 | $-687.0M | $94.8M | ||
| Q2 24 | $1.7B | $42.9M | ||
| Q1 24 | $-3.0B | — |
自由现金流率
BK
QRVO
| Q4 25 | 352.8% | 23.9% | ||
| Q3 25 | -121.5% | 4.0% | ||
| Q2 25 | 152.8% | 17.8% | ||
| Q1 25 | 7.9% | 19.6% | ||
| Q4 24 | 95.2% | 19.2% | ||
| Q3 24 | -65.6% | 9.1% | ||
| Q2 24 | 169.6% | 4.8% | ||
| Q1 24 | -286.4% | — |
资本支出强度
BK
QRVO
| Q4 25 | 32.4% | 2.9% | ||
| Q3 25 | 35.4% | 3.9% | ||
| Q2 25 | 29.8% | 4.6% | ||
| Q1 25 | 27.6% | 3.3% | ||
| Q4 24 | 34.6% | 4.1% | ||
| Q3 24 | 35.8% | 3.2% | ||
| Q2 24 | 37.1% | 4.3% | ||
| Q1 24 | 28.7% | — |
现金转化率
BK
QRVO
| Q4 25 | 3.55× | 1.62× | ||
| Q3 25 | -0.74× | 0.70× | ||
| Q2 25 | 1.54× | 7.15× | ||
| Q1 25 | 0.34× | 6.35× | ||
| Q4 24 | 1.34× | 5.19× | ||
| Q3 24 | -0.26× | — | ||
| Q2 24 | 1.82× | 195.86× | ||
| Q1 24 | -2.61× | — |
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
暂无分部数据
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |