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杜邦（DD）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是杜邦的1.0倍（$1.7B vs $1.7B），格罗方德净利率更高（14.8% vs 9.8%，领先5.0%），杜邦同比增速更快（4.0% vs -2.9%），过去两年格罗方德的营收复合增速更高（-4.3% vs -27.2%）
杜邦（DuPont de Nemours, Inc.）是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业，最初以火药供应为核心业务起家，在发展过程中对美国特拉华州的建设推进起到了重要作用，业务布局覆盖全球多个地区。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
DD vs GFS — 直观对比
营收规模更大
GFS
是对方的1.0倍
$1.7B
营收增速更快
DD
高出6.9%
-2.9%
净利率更高
GFS
高出5.0%
9.8%
两年增速更快
GFS
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $164.0M | $249.0M |
| 毛利率 | 35.8% | 24.8% |
| 营业利润率 | — | 11.6% |
| 净利率 | 9.8% | 14.8% |
| 营收同比 | 4.0% | -2.9% |
| 净利润同比 | — | 39.9% |
| 每股收益（稀释后） | $0.36 | $0.44 |
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DDGFS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $-2.5B | — | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $3.3B | $1.7B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | $1.7B | ||
| Q2 24 | $3.2B | $1.6B |
净利润DDGFS
| Q1 26 | $164.0M | — | ||
| Q4 25 | $-126.0M | — | ||
| Q3 25 | $-123.0M | $249.0M | ||
| Q2 25 | $59.0M | $228.0M | ||
| Q1 25 | $-589.0M | $211.0M | ||
| Q4 24 | $-118.0M | — | ||
| Q3 24 | $454.0M | $178.0M | ||
| Q2 24 | $178.0M | $155.0M |
毛利率DDGFS
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 38.9% | 24.8% | ||
| Q2 25 | 37.3% | 24.2% | ||
| Q1 25 | 37.4% | 22.4% | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.4% | 23.8% | ||
| Q2 24 | 37.1% | 24.2% |
营业利润率DDGFS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 10.6% | 11.6% | ||
| Q2 25 | 9.4% | 11.6% | ||
| Q1 25 | -14.0% | 9.5% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 18.4% | 10.6% | ||
| Q2 24 | 9.3% | 9.5% |
净利率DDGFS
| Q1 26 | 9.8% | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | -4.0% | 14.8% | ||
| Q2 25 | 1.8% | 13.5% | ||
| Q1 25 | -19.2% | 13.3% | ||
| Q4 24 | -3.8% | — | ||
| Q3 24 | 14.2% | 10.2% | ||
| Q2 24 | 5.6% | 9.5% |
每股收益（稀释后）DDGFS
| Q1 26 | $0.36 | — | ||
| Q4 25 | $-0.30 | — | ||
| Q3 25 | $-0.29 | $0.44 | ||
| Q2 25 | $0.14 | $0.41 | ||
| Q1 25 | $-1.41 | $0.38 | ||
| Q4 24 | $-0.28 | — | ||
| Q3 24 | $1.08 | $0.32 | ||
| Q2 24 | $0.42 | $0.28 |
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 | $710.0M | $2.0B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $14.2B | $11.8B |
| 总资产 | $21.4B | $16.7B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势，按日历期对齐
现金及短期投资DDGFS
| Q1 26 | $710.0M | — | ||
| Q4 25 | $715.0M | — | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $1.8B | $1.8B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.6B | $2.3B | ||
| Q2 24 | $1.5B | $2.2B |
总债务DDGFS
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $5.3B | — | ||
| Q1 25 | $5.3B | — | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $7.2B | — | ||
| Q2 24 | $7.2B | — |
股东权益DDGFS
| Q1 26 | $14.2B | — | ||
| Q4 25 | $13.9B | — | ||
| Q3 25 | $22.9B | $11.8B | ||
| Q2 25 | $23.1B | $11.5B | ||
| Q1 25 | $22.8B | $11.1B | ||
| Q4 24 | $23.4B | — | ||
| Q3 24 | $24.2B | $11.6B | ||
| Q2 24 | $23.3B | $11.3B |
总资产DDGFS
| Q1 26 | $21.4B | — | ||
| Q4 25 | $21.6B | — | ||
| Q3 25 | $38.0B | $16.7B | ||
| Q2 25 | $36.6B | $16.8B | ||
| Q1 25 | $36.0B | $16.5B | ||
| Q4 24 | $36.6B | — | ||
| Q3 24 | $37.5B | $18.1B | ||
| Q2 24 | $36.6B | — |
负债/权益比DDGFS
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.23× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.23× | — | ||
| Q1 25 | 0.23× | — | ||
| Q4 24 | 0.23× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.31× | — |
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 | — | $595.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 6.1% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DDGFS
| Q1 26 | — | — | ||
| Q4 25 | $-700.0M | — | ||
| Q3 25 | $497.0M | $595.0M | ||
| Q2 25 | $381.0M | $431.0M | ||
| Q1 25 | $382.0M | $331.0M | ||
| Q4 24 | $564.0M | — | ||
| Q3 24 | $737.0M | $375.0M | ||
| Q2 24 | $527.0M | $402.0M |
自由现金流DDGFS
| Q1 26 | — | — | ||
| Q4 25 | $-850.0M | — | ||
| Q3 25 | $379.0M | — | ||
| Q2 25 | $265.0M | — | ||
| Q1 25 | $133.0M | — | ||
| Q4 24 | $403.0M | — | ||
| Q3 24 | $628.0M | — | ||
| Q2 24 | $425.0M | — |
自由现金流率DDGFS
| Q1 26 | — | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 12.3% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 13.4% | — |
资本支出强度DDGFS
| Q1 26 | 6.1% | — | ||
| Q4 25 | -5.9% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 8.1% | — | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 3.2% | — |
现金转化率DDGFS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | 6.46× | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.62× | 2.11× | ||
| Q2 24 | 2.96× | 2.59× |
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
DD
暂无分部数据
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
