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福特汽车公司（F）与Meta Platforms（META）财务数据对比。点击上方公司名可切换其他公司
Meta Platforms的季度营收约是福特汽车公司的1.2倍（$56.3B vs $45.9B），Meta Platforms净利率更高（47.5% vs -24.1%，领先71.6%），Meta Platforms同比增速更快（33.1% vs -4.8%），Meta Platforms自由现金流更多（$12.4B vs $1.1B），过去两年Meta Platforms的营收复合增速更高（20.1% vs 3.6%）
福特汽车是总部位于美国密歇根州迪尔伯恩的跨国汽车制造商，由亨利·福特于1903年6月16日创立。公司旗下拥有主营乘用车与商用车的福特品牌，以及高端豪华车品牌林肯，在纽约证券交易所上市，由福特家族实际控股。
Meta Platforms是总部位于美国加利福尼亚州门洛帕克的跨国科技巨头，属于全球头部科技企业阵营。旗下运营Facebook、Instagram、WhatsApp、Messenger、Threads等多款知名社交媒体及通讯服务，同时开展自有及第三方站点广告业务，2023年广告收入占其总营收的97.8%。
F vs META — 直观对比
营收规模更大
META
是对方的1.2倍
$45.9B
营收增速更快
META
高出37.9%
-4.8%
净利率更高
META
高出71.6%
-24.1%
自由现金流更多
META
多$11.3B
$1.1B
两年增速更快
META
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $45.9B | $56.3B |
| 净利润 | $-11.1B | $26.8B |
| 毛利率 | -12.5% | 81.9% |
| 营业利润率 | -25.2% | 40.6% |
| 净利率 | -24.1% | 47.5% |
| 营收同比 | -4.8% | 33.1% |
| 净利润同比 | -706.0% | 60.9% |
| 每股收益（稀释后） | $-2.77 | $10.44 |
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FMETA
| Q1 26 | — | $56.3B | ||
| Q4 25 | $45.9B | $59.9B | ||
| Q3 25 | $50.5B | $51.2B | ||
| Q2 25 | $50.2B | $47.5B | ||
| Q1 25 | $40.7B | $42.3B | ||
| Q4 24 | $48.2B | $48.4B | ||
| Q3 24 | $46.2B | $40.6B | ||
| Q2 24 | $47.8B | $39.1B |
净利润FMETA
| Q1 26 | — | $26.8B | ||
| Q4 25 | $-11.1B | $22.8B | ||
| Q3 25 | $2.4B | $2.7B | ||
| Q2 25 | $-36.0M | $18.3B | ||
| Q1 25 | $471.0M | $16.6B | ||
| Q4 24 | $1.8B | $20.8B | ||
| Q3 24 | $892.0M | $15.7B | ||
| Q2 24 | $1.8B | $13.5B |
毛利率FMETA
| Q1 26 | — | 81.9% | ||
| Q4 25 | -12.5% | 81.8% | ||
| Q3 25 | 14.1% | 82.0% | ||
| Q2 25 | 11.8% | 82.1% | ||
| Q1 25 | 13.5% | 82.1% | ||
| Q4 24 | 14.3% | 81.7% | ||
| Q3 24 | 13.0% | 81.8% | ||
| Q2 24 | 15.3% | 81.3% |
营业利润率FMETA
| Q1 26 | — | 40.6% | ||
| Q4 25 | -25.2% | 41.3% | ||
| Q3 25 | 3.1% | 40.1% | ||
| Q2 25 | 1.0% | 43.0% | ||
| Q1 25 | 0.8% | 41.5% | ||
| Q4 24 | 2.6% | 48.3% | ||
| Q3 24 | 1.9% | 42.7% | ||
| Q2 24 | 3.9% | 38.0% |
净利率FMETA
| Q1 26 | — | 47.5% | ||
| Q4 25 | -24.1% | 38.0% | ||
| Q3 25 | 4.8% | 5.3% | ||
| Q2 25 | -0.1% | 38.6% | ||
| Q1 25 | 1.2% | 39.3% | ||
| Q4 24 | 3.8% | 43.1% | ||
| Q3 24 | 1.9% | 38.7% | ||
| Q2 24 | 3.8% | 34.5% |
每股收益（稀释后）FMETA
| Q1 26 | — | $10.44 | ||
| Q4 25 | $-2.77 | $8.87 | ||
| Q3 25 | $0.60 | $1.05 | ||
| Q2 25 | $-0.01 | $7.14 | ||
| Q1 25 | $0.12 | $6.43 | ||
| Q4 24 | $0.45 | $7.96 | ||
| Q3 24 | $0.22 | $6.03 | ||
| Q2 24 | $0.46 | $5.16 |
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 | $38.5B | $23.4B |
| 总债务越低越好 | — | $58.7B |
| 股东权益账面价值 | $36.0B | $243.7B |
| 总资产 | $289.2B | $395.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资FMETA
| Q1 26 | — | $23.4B | ||
| Q4 25 | $38.5B | $81.6B | ||
| Q3 25 | $42.2B | $44.4B | ||
| Q2 25 | $37.5B | $47.1B | ||
| Q1 25 | $35.2B | $70.2B | ||
| Q4 24 | $38.3B | $77.8B | ||
| Q3 24 | $36.9B | $70.9B | ||
| Q2 24 | $34.6B | $58.1B |
总债务FMETA
| Q1 26 | — | $58.7B | ||
| Q4 25 | — | $58.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $28.8B | ||
| Q3 24 | — | $28.8B | ||
| Q2 24 | — | — |
股东权益FMETA
| Q1 26 | — | $243.7B | ||
| Q4 25 | $36.0B | $217.2B | ||
| Q3 25 | $47.4B | $194.1B | ||
| Q2 25 | $45.1B | $195.1B | ||
| Q1 25 | $44.6B | $185.0B | ||
| Q4 24 | $44.8B | $182.6B | ||
| Q3 24 | $44.3B | $164.5B | ||
| Q2 24 | $43.6B | $156.8B |
总资产FMETA
| Q1 26 | — | $395.3B | ||
| Q4 25 | $289.2B | $366.0B | ||
| Q3 25 | $301.0B | $303.8B | ||
| Q2 25 | $292.7B | $294.7B | ||
| Q1 25 | $284.5B | $280.2B | ||
| Q4 24 | $285.2B | $276.1B | ||
| Q3 24 | $287.0B | $256.4B | ||
| Q2 24 | $276.6B | $230.2B |
负债/权益比FMETA
| Q1 26 | — | 0.24× | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | — |
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 | $3.9B | $32.2B |
| 自由现金流经营现金流 - 资本支出 | $1.1B | $12.4B |
| 自由现金流率自由现金流/营收 | 2.4% | 22.0% |
| 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 | — | 1.20× |
| 过去12个月自由现金流最近4个季度 | $12.5B | $47.4B |
8季度趋势，按日历期对齐
经营现金流FMETA
| Q1 26 | — | $32.2B | ||
| Q4 25 | $3.9B | $36.2B | ||
| Q3 25 | $7.4B | $30.0B | ||
| Q2 25 | $6.3B | $25.6B | ||
| Q1 25 | $3.7B | $24.0B | ||
| Q4 24 | $3.0B | $28.0B | ||
| Q3 24 | $5.5B | $24.7B | ||
| Q2 24 | $5.5B | $19.4B |
自由现金流FMETA
| Q1 26 | — | $12.4B | ||
| Q4 25 | $1.1B | $14.8B | ||
| Q3 25 | $5.3B | $11.2B | ||
| Q2 25 | $4.2B | $9.0B | ||
| Q1 25 | $1.9B | $11.1B | ||
| Q4 24 | $530.0M | $13.6B | ||
| Q3 24 | $3.5B | $16.5B | ||
| Q2 24 | $3.4B | $11.2B |
自由现金流率FMETA
| Q1 26 | — | 22.0% | ||
| Q4 25 | 2.4% | 24.8% | ||
| Q3 25 | 10.4% | 21.8% | ||
| Q2 25 | 8.4% | 19.0% | ||
| Q1 25 | 4.6% | 26.2% | ||
| Q4 24 | 1.1% | 28.0% | ||
| Q3 24 | 7.6% | 40.6% | ||
| Q2 24 | 7.1% | 28.7% |
资本支出强度FMETA
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 35.7% | ||
| Q3 25 | 4.2% | 36.7% | ||
| Q2 25 | 4.2% | 34.8% | ||
| Q1 25 | 4.5% | 30.6% | ||
| Q4 24 | 5.2% | 29.8% | ||
| Q3 24 | 4.3% | 20.3% | ||
| Q2 24 | 4.4% | 20.9% |
现金转化率FMETA
| Q1 26 | — | 1.20× | ||
| Q4 25 | — | 1.59× | ||
| Q3 25 | 3.02× | 11.07× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | 7.81× | 1.44× | ||
| Q4 24 | 1.66× | 1.34× | ||
| Q3 24 | 6.17× | 1.58× | ||
| Q2 24 | 3.01× | 1.44× |
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
F
| Ford Blue | $26.2B | 57% |
| Ford Pro | $14.9B | 33% |
| Financingincome | $2.1B | 5% |
| Ford Model E | $1.3B | 3% |
| Service And Other Revenue | $917.0M | 2% |
| Extended Service Contracts | $455.0M | 1% |
| Leasingincome | $79.0M | 0% |
| Insuranceincome | $44.0M | 0% |
META
暂无分部数据
