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纽约梅隆银行（BK）与思佳讯（SWKS）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思佳讯的1.3倍（$1.3B vs $1.0B），纽约梅隆银行净利率更高（108.5% vs 7.6%，领先100.9%），纽约梅隆银行同比增速更快（12.7% vs 8.6%），纽约梅隆银行自由现金流更多（$4.7B vs $339.0M），过去两年纽约梅隆银行的营收复合增速更高（13.8% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
BK vs SWKS — 直观对比
营收规模更大
BK
是对方的1.3倍
$1.0B
营收增速更快
BK
高出4.1%
8.6%
净利率更高
BK
高出100.9%
7.6%
自由现金流更多
BK
多$4.4B
$339.0M
两年增速更快
BK
近两年复合增速
-0.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $1.5B | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | — | 10.0% |
| 净利率 | 108.5% | 7.6% |
| 营收同比 | 12.7% | 8.6% |
| 净利润同比 | 26.5% | 15.3% |
| 每股收益（稀释后） | $2.01 | $0.53 |
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BKSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $965.0M | ||
| Q1 25 | $1.2B | $953.2M | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.0B | $905.5M |
净利润BKSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $1.5B | $141.4M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $105.0M | ||
| Q1 25 | $1.2B | $68.7M | ||
| Q4 24 | $1.2B | $162.0M | ||
| Q3 24 | $1.2B | $60.5M | ||
| Q2 24 | $1.2B | $120.9M |
毛利率BKSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率BKSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 11.5% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 14.4% |
净利率BKSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 108.5% | 12.9% | ||
| Q3 25 | 116.9% | — | ||
| Q2 25 | 118.3% | 10.9% | ||
| Q1 25 | 105.3% | 7.2% | ||
| Q4 24 | 96.7% | 15.2% | ||
| Q3 24 | 112.8% | 5.9% | ||
| Q2 24 | 113.4% | 13.4% |
每股收益（稀释后）BKSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $2.01 | $0.95 | ||
| Q3 25 | $1.88 | — | ||
| Q2 25 | $1.93 | $0.70 | ||
| Q1 25 | $1.58 | $0.43 | ||
| Q4 24 | $1.53 | $1.00 | ||
| Q3 24 | $1.50 | $0.36 | ||
| Q2 24 | $1.52 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | $31.9B | $496.6M |
| 股东权益账面价值 | $44.3B | $5.8B |
| 总资产 | $472.3B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.72× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资BKSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.7B | $1.3B | ||
| Q1 25 | $5.4B | $1.5B | ||
| Q4 24 | $4.2B | $1.7B | ||
| Q3 24 | $6.2B | $1.6B | ||
| Q2 24 | $5.3B | $1.3B |
总债务BKSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $31.9B | $496.4M | ||
| Q3 25 | $32.3B | — | ||
| Q2 25 | $33.4B | $496.2M | ||
| Q1 25 | $30.9B | $995.1M | ||
| Q4 24 | $30.9B | $994.7M | ||
| Q3 24 | $33.2B | $994.3M | ||
| Q2 24 | $30.9B | $994.0M |
股东权益BKSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $44.3B | $5.8B | ||
| Q3 25 | $43.9B | — | ||
| Q2 25 | $44.0B | $5.7B | ||
| Q1 25 | $43.1B | $5.9B | ||
| Q4 24 | $41.3B | $6.4B | ||
| Q3 24 | $42.0B | $6.3B | ||
| Q2 24 | $40.8B | $6.3B |
总资产BKSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $472.3B | $7.9B | ||
| Q3 25 | $455.3B | — | ||
| Q2 25 | $485.8B | $7.7B | ||
| Q1 25 | $440.7B | $7.9B | ||
| Q4 24 | $416.1B | $8.3B | ||
| Q3 24 | $427.5B | $8.3B | ||
| Q2 24 | $428.5B | $8.2B |
负债/权益比BKSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.72× | 0.09× | ||
| Q3 25 | 0.74× | — | ||
| Q2 25 | 0.76× | 0.09× | ||
| Q1 25 | 0.72× | 0.17× | ||
| Q4 24 | 0.75× | 0.16× | ||
| Q3 24 | 0.79× | 0.16× | ||
| Q2 24 | 0.76× | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $4.7B | $339.0M |
| 自由现金流率自由现金流/营收 | 352.8% | 32.7% |
| 资本支出强度资本支出/营收 | 32.4% | 5.5% |
| 现金转化率经营现金流/净利润 | 3.55× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $5.2B | $1.1B |
8季度趋势，按日历期对齐
经营现金流BKSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $5.2B | $200.0M | ||
| Q3 25 | $-1.1B | — | ||
| Q2 25 | $2.2B | $314.2M | ||
| Q1 25 | $412.0M | $409.4M | ||
| Q4 24 | $1.6B | $377.2M | ||
| Q3 24 | $-312.0M | $476.1M | ||
| Q2 24 | $2.1B | $273.4M |
自由现金流BKSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $4.7B | $144.0M | ||
| Q3 25 | $-1.5B | — | ||
| Q2 25 | $1.8B | $252.7M | ||
| Q1 25 | $92.0M | $370.9M | ||
| Q4 24 | $1.1B | $338.2M | ||
| Q3 24 | $-687.0M | $393.3M | ||
| Q2 24 | $1.7B | $249.0M |
自由现金流率BKSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | 352.8% | 13.1% | ||
| Q3 25 | -121.5% | — | ||
| Q2 25 | 152.8% | 26.2% | ||
| Q1 25 | 7.9% | 38.9% | ||
| Q4 24 | 95.2% | 31.7% | ||
| Q3 24 | -65.6% | 38.4% | ||
| Q2 24 | 169.6% | 27.5% |
资本支出强度BKSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 32.4% | 5.1% | ||
| Q3 25 | 35.4% | — | ||
| Q2 25 | 29.8% | 6.4% | ||
| Q1 25 | 27.6% | 4.0% | ||
| Q4 24 | 34.6% | 3.6% | ||
| Q3 24 | 35.8% | 8.1% | ||
| Q2 24 | 37.1% | 2.7% |
现金转化率BKSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 3.55× | 1.41× | ||
| Q3 25 | -0.74× | — | ||
| Q2 25 | 1.54× | 2.99× | ||
| Q1 25 | 0.34× | 5.96× | ||
| Q4 24 | 1.34× | 2.33× | ||
| Q3 24 | -0.26× | 7.87× | ||
| Q2 24 | 1.82× | 2.26× |
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
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
