vs
杜邦(DD)与伟世通(VC)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伟世通的1.8倍($1.7B vs $948.0M),杜邦净利率更高(9.8% vs 7.8%,领先2.0%),杜邦同比增速更快(4.0% vs 1.0%),过去两年伟世通的营收复合增速更高(0.8% 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。
伟世通是一家总部位于美国密歇根州范布伦镇区的全球性汽车电子供应商,业务涵盖汽车座舱电子产品、车联网服务以及电动化相关产品的设计、研发与制造,客户几乎覆盖全球所有主流汽车制造商。
DD vs VC — 直观对比
营收规模更大
DD
是对方的1.8倍
$948.0M
营收增速更快
DD
高出3.0%
1.0%
净利率更高
DD
高出2.0%
7.8%
两年增速更快
VC
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $948.0M |
| 净利润 | $164.0M | $74.0M |
| 毛利率 | 35.8% | 12.9% |
| 营业利润率 | — | 6.9% |
| 净利率 | 9.8% | 7.8% |
| 营收同比 | 4.0% | 1.0% |
| 净利润同比 | — | -40.8% |
| 每股收益(稀释后) | $0.36 | $2.67 |
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
DD
VC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $-2.5B | $948.0M | ||
| Q3 25 | $3.1B | $917.0M | ||
| Q2 25 | $3.3B | $969.0M | ||
| Q1 25 | $3.1B | $934.0M | ||
| Q4 24 | $3.1B | $939.0M | ||
| Q3 24 | $3.2B | $980.0M | ||
| Q2 24 | $3.2B | $1.0B |
净利润
DD
VC
| Q1 26 | $164.0M | — | ||
| Q4 25 | $-126.0M | $74.0M | ||
| Q3 25 | $-123.0M | $-11.0M | ||
| Q2 25 | $59.0M | $71.0M | ||
| Q1 25 | $-589.0M | $67.0M | ||
| Q4 24 | $-118.0M | $125.0M | ||
| Q3 24 | $454.0M | $40.0M | ||
| Q2 24 | $178.0M | $83.0M |
毛利率
DD
VC
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | 12.9% | ||
| Q3 25 | 38.9% | 14.3% | ||
| Q2 25 | 37.3% | 14.6% | ||
| Q1 25 | 37.4% | 14.8% | ||
| Q4 24 | 36.4% | 14.3% | ||
| Q3 24 | 37.4% | 13.4% | ||
| Q2 24 | 37.1% | 14.5% |
营业利润率
DD
VC
| Q1 26 | — | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | 10.6% | 8.8% | ||
| Q2 25 | 9.4% | 10.0% | ||
| Q1 25 | -14.0% | 10.2% | ||
| Q4 24 | 1.4% | 8.9% | ||
| Q3 24 | 18.4% | 5.2% | ||
| Q2 24 | 9.3% | 9.9% |
净利率
DD
VC
| Q1 26 | 9.8% | — | ||
| Q4 25 | 4.9% | 7.8% | ||
| Q3 25 | -4.0% | -1.2% | ||
| Q2 25 | 1.8% | 7.3% | ||
| Q1 25 | -19.2% | 7.2% | ||
| Q4 24 | -3.8% | 13.3% | ||
| Q3 24 | 14.2% | 4.1% | ||
| Q2 24 | 5.6% | 8.2% |
每股收益(稀释后)
DD
VC
| Q1 26 | $0.36 | — | ||
| Q4 25 | $-0.30 | $2.67 | ||
| Q3 25 | $-0.29 | $-0.40 | ||
| Q2 25 | $0.14 | $2.57 | ||
| Q1 25 | $-1.41 | $2.44 | ||
| Q4 24 | $-0.28 | $4.50 | ||
| Q3 24 | $1.08 | $1.43 | ||
| Q2 24 | $0.42 | $2.97 |
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 | $771.0M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $14.2B | $1.6B |
| 总资产 | $21.4B | $3.4B |
| 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
DD
VC
| Q1 26 | $710.0M | — | ||
| Q4 25 | $715.0M | $771.0M | ||
| Q3 25 | $2.0B | $762.0M | ||
| Q2 25 | $1.8B | $668.0M | ||
| Q1 25 | $1.8B | $655.0M | ||
| Q4 24 | $1.9B | $623.0M | ||
| Q3 24 | $1.6B | $550.0M | ||
| Q2 24 | $1.5B | $505.0M |
总债务
DD
VC
| 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
DD
VC
| Q1 26 | $14.2B | — | ||
| Q4 25 | $13.9B | $1.6B | ||
| Q3 25 | $22.9B | $1.5B | ||
| Q2 25 | $23.1B | $1.5B | ||
| Q1 25 | $22.8B | $1.4B | ||
| Q4 24 | $23.4B | $1.3B | ||
| Q3 24 | $24.2B | $1.3B | ||
| Q2 24 | $23.3B | $1.2B |
总资产
DD
VC
| Q1 26 | $21.4B | — | ||
| Q4 25 | $21.6B | $3.4B | ||
| Q3 25 | $38.0B | $3.3B | ||
| Q2 25 | $36.6B | $3.3B | ||
| Q1 25 | $36.0B | $3.1B | ||
| Q4 24 | $36.6B | $3.0B | ||
| Q3 24 | $37.5B | $3.0B | ||
| Q2 24 | $36.6B | $2.8B |
负债/权益比
DD
VC
| 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 | — | $118.0M |
| 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 | — | 1.59× |
| 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
DD
VC
| Q1 26 | — | — | ||
| Q4 25 | $-700.0M | $118.0M | ||
| Q3 25 | $497.0M | $127.0M | ||
| Q2 25 | $381.0M | $95.0M | ||
| Q1 25 | $382.0M | $70.0M | ||
| Q4 24 | $564.0M | $203.0M | ||
| Q3 24 | $737.0M | $98.0M | ||
| Q2 24 | $527.0M | $57.0M |
自由现金流
DD
VC
| 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
DD
VC
| 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
DD
VC
| 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
DD
VC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | 6.46× | 1.34× | ||
| Q1 25 | — | 1.04× | ||
| Q4 24 | — | 1.62× | ||
| Q3 24 | 1.62× | 2.45× | ||
| Q2 24 | 2.96× | 0.69× |
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
VC
| Audioandinfotainment | $508.0M | 54% |
| Informationdisplays | $428.0M | 45% |