vs
Exelon(EXC)与恩智浦(NXPI)财务数据对比。点击上方公司名可切换其他公司
Exelon的季度营收约是恩智浦的1.7倍($5.4B vs $3.2B),恩智浦同比增速更快(-5.0% vs -19.4%),过去两年恩智浦的营收复合增速更高(0.9% vs 0.5%)
Exelon是总部位于美国芝加哥、在宾夕法尼亚州注册的公用事业企业,按营收计算为美国最大的电力母公司,同时是美国规模最大的受监管电力公用事业公司,服务约1000万用户,位列《财富》世界500强第187位。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业,为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工,2024年总营收达126.1亿美元。
EXC vs NXPI — 直观对比
营收规模更大
EXC
是对方的1.7倍
$3.2B
营收增速更快
NXPI
高出14.4%
-19.4%
两年增速更快
NXPI
近两年复合增速
0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $5.4B | $3.2B |
| 净利润 | — | $1.1B |
| 毛利率 | — | 59.5% |
| 营业利润率 | 21.9% | — |
| 净利率 | — | 35.3% |
| 营收同比 | -19.4% | -5.0% |
| 净利润同比 | — | 147.0% |
| 每股收益(稀释后) | — | $4.43 |
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
EXC
NXPI
| Q1 26 | $5.4B | $3.2B | ||
| Q4 25 | $5.4B | $3.3B | ||
| Q3 25 | $6.7B | $3.2B | ||
| Q2 25 | $5.4B | $2.9B | ||
| Q1 25 | $6.7B | $2.8B | ||
| Q4 24 | $5.5B | $3.1B | ||
| Q3 24 | $6.2B | $3.3B | ||
| Q2 24 | $5.4B | $3.1B |
净利润
EXC
NXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $594.0M | $455.0M | ||
| Q3 25 | $875.0M | $631.0M | ||
| Q2 25 | $391.0M | $445.0M | ||
| Q1 25 | $908.0M | $490.0M | ||
| Q4 24 | $647.0M | $495.0M | ||
| Q3 24 | $707.0M | $718.0M | ||
| Q2 24 | $448.0M | $658.0M |
毛利率
EXC
NXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | — | 54.2% | ||
| Q3 25 | — | 56.3% | ||
| Q2 25 | — | 53.4% | ||
| Q1 25 | — | 55.0% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 57.3% |
营业利润率
EXC
NXPI
| Q1 26 | 21.9% | — | ||
| Q4 25 | 21.9% | 22.3% | ||
| Q3 25 | 22.4% | 28.1% | ||
| Q2 25 | 17.1% | 23.5% | ||
| Q1 25 | 22.9% | 25.5% | ||
| Q4 24 | 20.0% | 21.7% | ||
| Q3 24 | 19.4% | 30.5% | ||
| Q2 24 | 17.0% | 28.7% |
净利率
EXC
NXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 11.0% | 13.6% | ||
| Q3 25 | 13.0% | 19.9% | ||
| Q2 25 | 7.2% | 15.2% | ||
| Q1 25 | 13.5% | 17.3% | ||
| Q4 24 | 11.8% | 15.9% | ||
| Q3 24 | 11.5% | 22.1% | ||
| Q2 24 | 8.4% | 21.0% |
每股收益(稀释后)
EXC
NXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | — | $1.80 | ||
| Q3 25 | $0.86 | $2.48 | ||
| Q2 25 | $0.39 | $1.75 | ||
| Q1 25 | $0.90 | $1.92 | ||
| Q4 24 | — | $1.93 | ||
| Q3 24 | $0.70 | $2.79 | ||
| Q2 24 | $0.45 | $2.54 |
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 | $626.0M | $3.7B |
| 总债务越低越好 | $49.4B | $11.7B |
| 股东权益账面价值 | $28.8B | $10.9B |
| 总资产 | $116.6B | $27.1B |
| 负债/权益比越低杠杆越低 | 1.72× | 1.07× |
8季度趋势,按日历期对齐
现金及短期投资
EXC
NXPI
| Q1 26 | $626.0M | $3.7B | ||
| Q4 25 | $626.0M | $3.3B | ||
| Q3 25 | $1.5B | $3.5B | ||
| Q2 25 | $724.0M | $3.2B | ||
| Q1 25 | $1.0B | $4.0B | ||
| Q4 24 | $357.0M | $3.3B | ||
| Q3 24 | $616.0M | $2.7B | ||
| Q2 24 | $934.0M | $2.9B |
总债务
EXC
NXPI
| Q1 26 | $49.4B | $11.7B | ||
| Q4 25 | $49.4B | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | $44.7B | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益
EXC
NXPI
| Q1 26 | $28.8B | $10.9B | ||
| Q4 25 | $28.8B | $10.1B | ||
| Q3 25 | $28.1B | $10.0B | ||
| Q2 25 | $27.6B | $9.6B | ||
| Q1 25 | $27.6B | $9.3B | ||
| Q4 24 | $26.9B | $9.2B | ||
| Q3 24 | $26.6B | $9.4B | ||
| Q2 24 | $26.2B | $9.0B |
总资产
EXC
NXPI
| Q1 26 | $116.6B | $27.1B | ||
| Q4 25 | $116.6B | $26.6B | ||
| Q3 25 | $113.5B | $26.4B | ||
| Q2 25 | $111.1B | $25.3B | ||
| Q1 25 | $109.5B | $25.2B | ||
| Q4 24 | $107.8B | $24.4B | ||
| Q3 24 | $106.1B | $23.7B | ||
| Q2 24 | $105.1B | $23.2B |
负债/权益比
EXC
NXPI
| Q1 26 | 1.72× | 1.07× | ||
| Q4 25 | 1.72× | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | 1.66× | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 1.07× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $714.0M |
| 自由现金流率自由现金流/营收 | — | 22.4% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $2.7B |
8季度趋势,按日历期对齐
经营现金流
EXC
NXPI
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $891.0M | ||
| Q3 25 | $2.3B | $585.0M | ||
| Q2 25 | $1.5B | $779.0M | ||
| Q1 25 | $1.2B | $565.0M | ||
| Q4 24 | $1.4B | $391.0M | ||
| Q3 24 | $1.7B | $779.0M | ||
| Q2 24 | $1.5B | $761.0M |
自由现金流
EXC
NXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $-1.2B | $793.0M | ||
| Q3 25 | $163.0M | $508.0M | ||
| Q2 25 | $-502.0M | $696.0M | ||
| Q1 25 | $-746.0M | $426.0M | ||
| Q4 24 | $-510.0M | $261.0M | ||
| Q3 24 | $-6.0M | $593.0M | ||
| Q2 24 | $-237.0M | $576.0M |
自由现金流率
EXC
NXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | -22.0% | 23.8% | ||
| Q3 25 | 2.4% | 16.0% | ||
| Q2 25 | -9.3% | 23.8% | ||
| Q1 25 | -11.1% | 15.0% | ||
| Q4 24 | -9.3% | 8.4% | ||
| Q3 24 | -0.1% | 18.2% | ||
| Q2 24 | -4.4% | 18.4% |
资本支出强度
EXC
NXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 45.0% | 2.9% | ||
| Q3 25 | 31.9% | 2.4% | ||
| Q2 25 | 37.1% | 2.8% | ||
| Q1 25 | 29.0% | 4.9% | ||
| Q4 24 | 35.4% | 4.2% | ||
| Q3 24 | 27.5% | 5.7% | ||
| Q2 24 | 31.7% | 5.9% |
现金转化率
EXC
NXPI
| Q1 26 | — | — | ||
| Q4 25 | 2.09× | 1.96× | ||
| Q3 25 | 2.63× | 0.93× | ||
| Q2 25 | 3.86× | 1.75× | ||
| Q1 25 | 1.32× | 1.15× | ||
| Q4 24 | 2.20× | 0.79× | ||
| Q3 24 | 2.39× | 1.08× | ||
| Q2 24 | 3.26× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图