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杜邦（DD）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
杜邦的季度营收约是思佳讯的1.8倍（$1.7B vs $943.7M），杜邦净利率更高（9.8% vs 3.8%，领先6.0%），杜邦同比增速更快（4.0% vs -1.0%），过去两年思佳讯的营收复合增速更高（2.1% 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。
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。
DD vs SWKS — 直观对比
营收规模更大
DD
是对方的1.8倍
$943.7M
营收增速更快
DD
高出5.0%
-1.0%
净利率更高
DD
高出6.0%
3.8%
两年增速更快
SWKS
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $943.7M |
| 净利润 | $164.0M | $35.6M |
| 毛利率 | 35.8% | 40.8% |
| 营业利润率 | — | 4.5% |
| 净利率 | 9.8% | 3.8% |
| 营收同比 | 4.0% | -1.0% |
| 净利润同比 | — | -48.2% |
| 每股收益（稀释后） | $0.36 | $0.24 |
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DDSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $1.7B | $1.0B | ||
| Q4 25 | $-2.5B | $1.1B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.3B | $965.0M | ||
| Q1 25 | $3.1B | $953.2M | ||
| Q4 24 | $3.1B | $1.1B | ||
| Q3 24 | $3.2B | $1.0B |
净利润DDSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $164.0M | $79.2M | ||
| Q4 25 | $-126.0M | $141.4M | ||
| Q3 25 | $-123.0M | — | ||
| Q2 25 | $59.0M | $105.0M | ||
| Q1 25 | $-589.0M | $68.7M | ||
| Q4 24 | $-118.0M | $162.0M | ||
| Q3 24 | $454.0M | $60.5M |
毛利率DDSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | 35.8% | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 37.3% | 41.6% | ||
| Q1 25 | 37.4% | 41.1% | ||
| Q4 24 | 36.4% | 41.4% | ||
| Q3 24 | 37.4% | 41.9% |
营业利润率DDSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | — | 10.1% | ||
| Q3 25 | 10.6% | — | ||
| Q2 25 | 9.4% | 11.5% | ||
| Q1 25 | -14.0% | 10.2% | ||
| Q4 24 | 1.4% | 16.9% | ||
| Q3 24 | 18.4% | 5.8% |
净利率DDSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | 9.8% | 7.6% | ||
| Q4 25 | 4.9% | 12.9% | ||
| Q3 25 | -4.0% | — | ||
| Q2 25 | 1.8% | 10.9% | ||
| Q1 25 | -19.2% | 7.2% | ||
| Q4 24 | -3.8% | 15.2% | ||
| Q3 24 | 14.2% | 5.9% |
每股收益（稀释后）DDSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $0.36 | $0.53 | ||
| Q4 25 | $-0.30 | $0.95 | ||
| Q3 25 | $-0.29 | — | ||
| Q2 25 | $0.14 | $0.70 | ||
| Q1 25 | $-1.41 | $0.43 | ||
| Q4 24 | $-0.28 | $1.00 | ||
| Q3 24 | $1.08 | $0.36 |
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 | — |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $14.2B | $5.8B |
| 总资产 | $21.4B | $7.9B |
| 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DDSWKS
| Q2 26 | — | — | ||
| Q1 26 | $710.0M | $1.6B | ||
| Q4 25 | $715.0M | $1.4B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B |
总债务DDSWKS
| Q2 26 | — | — | ||
| Q1 26 | $3.2B | $496.6M | ||
| Q4 25 | $3.1B | $496.4M | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $5.3B | $496.2M | ||
| Q1 25 | $5.3B | $995.1M | ||
| Q4 24 | $5.3B | $994.7M | ||
| Q3 24 | $7.2B | $994.3M |
股东权益DDSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $14.2B | $5.8B | ||
| Q4 25 | $13.9B | $5.8B | ||
| Q3 25 | $22.9B | — | ||
| Q2 25 | $23.1B | $5.7B | ||
| Q1 25 | $22.8B | $5.9B | ||
| Q4 24 | $23.4B | $6.4B | ||
| Q3 24 | $24.2B | $6.3B |
总资产DDSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $21.4B | $7.9B | ||
| Q4 25 | $21.6B | $7.9B | ||
| Q3 25 | $38.0B | — | ||
| Q2 25 | $36.6B | $7.7B | ||
| Q1 25 | $36.0B | $7.9B | ||
| Q4 24 | $36.6B | $8.3B | ||
| Q3 24 | $37.5B | $8.3B |
负债/权益比DDSWKS
| Q2 26 | — | — | ||
| Q1 26 | 0.22× | 0.09× | ||
| Q4 25 | 0.23× | 0.09× | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 0.23× | 0.09× | ||
| Q1 25 | 0.23× | 0.17× | ||
| Q4 24 | 0.23× | 0.16× | ||
| Q3 24 | 0.30× | 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 | — | $50.3M |
| 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% | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 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DDSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $-700.0M | $200.0M | ||
| Q3 25 | $497.0M | — | ||
| Q2 25 | $381.0M | $314.2M | ||
| Q1 25 | $382.0M | $409.4M | ||
| Q4 24 | $564.0M | $377.2M | ||
| Q3 24 | $737.0M | $476.1M |
自由现金流DDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-850.0M | $144.0M | ||
| Q3 25 | $379.0M | — | ||
| Q2 25 | $265.0M | $252.7M | ||
| Q1 25 | $133.0M | $370.9M | ||
| Q4 24 | $403.0M | $338.2M | ||
| Q3 24 | $628.0M | $393.3M |
自由现金流率DDSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 33.4% | 13.1% | ||
| Q3 25 | 12.3% | — | ||
| Q2 25 | 8.1% | 26.2% | ||
| Q1 25 | 4.3% | 38.9% | ||
| Q4 24 | 13.0% | 31.7% | ||
| Q3 24 | 19.7% | 38.4% |
资本支出强度DDSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | 6.1% | 5.5% | ||
| Q4 25 | -5.9% | 5.1% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 3.6% | 6.4% | ||
| Q1 25 | 8.1% | 4.0% | ||
| Q4 24 | 5.2% | 3.6% | ||
| Q3 24 | 3.4% | 8.1% |
现金转化率DDSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | 6.46× | 2.99× | ||
| Q1 25 | — | 5.96× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | 1.62× | 7.87× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
