vs
Fastenal（FAST）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
恩智浦的季度营收约是Fastenal的1.6倍（$3.2B vs $2.0B），恩智浦净利率更高（35.3% vs 14.5%，领先20.8%），Fastenal同比增速更快（3.5% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $308.2M），过去两年Fastenal的营收复合增速更高（2.9% vs 0.9%）
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
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。
FAST vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.6倍
$2.0B
营收增速更快
FAST
高出8.5%
-5.0%
净利率更高
NXPI
高出20.8%
14.5%
自由现金流更多
NXPI
多$405.8M
$308.2M
两年增速更快
FAST
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.2B |
| 净利润 | $293.9M | $1.1B |
| 毛利率 | 44.3% | 59.5% |
| 营业利润率 | 18.9% | — |
| 净利率 | 14.5% | 35.3% |
| 营收同比 | 3.5% | -5.0% |
| 净利润同比 | -1.6% | 147.0% |
| 每股收益（稀释后） | $-0.01 | $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FASTNXPI
| Q1 26 | $2.0B | $3.2B | ||
| Q4 25 | $2.0B | $3.3B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | $1.9B | $3.1B |
净利润FASTNXPI
| Q1 26 | $293.9M | $1.1B | ||
| Q4 25 | $293.9M | $455.0M | ||
| Q3 25 | $335.5M | $631.0M | ||
| Q2 25 | $330.3M | $445.0M | ||
| Q1 25 | $298.7M | $490.0M | ||
| Q4 24 | $262.1M | $495.0M | ||
| Q3 24 | $298.1M | $718.0M | ||
| Q2 24 | $292.7M | $658.0M |
毛利率FASTNXPI
| Q1 26 | 44.3% | 59.5% | ||
| Q4 25 | 44.3% | 54.2% | ||
| Q3 25 | 45.3% | 56.3% | ||
| Q2 25 | 45.3% | 53.4% | ||
| Q1 25 | 45.1% | 55.0% | ||
| Q4 24 | 44.8% | 53.9% | ||
| Q3 24 | 44.9% | 57.4% | ||
| Q2 24 | 45.1% | 57.3% |
营业利润率FASTNXPI
| Q1 26 | 18.9% | — | ||
| Q4 25 | 18.9% | 22.3% | ||
| Q3 25 | 20.7% | 28.1% | ||
| Q2 25 | 21.0% | 23.5% | ||
| Q1 25 | 20.1% | 25.5% | ||
| Q4 24 | 18.9% | 21.7% | ||
| Q3 24 | 20.3% | 30.5% | ||
| Q2 24 | 20.2% | 28.7% |
净利率FASTNXPI
| Q1 26 | 14.5% | 35.3% | ||
| Q4 25 | 14.5% | 13.6% | ||
| Q3 25 | 15.7% | 19.9% | ||
| Q2 25 | 15.9% | 15.2% | ||
| Q1 25 | 15.2% | 17.3% | ||
| Q4 24 | 14.4% | 15.9% | ||
| Q3 24 | 15.6% | 22.1% | ||
| Q2 24 | 15.3% | 21.0% |
每股收益（稀释后）FASTNXPI
| Q1 26 | $-0.01 | $4.43 | ||
| Q4 25 | $-0.01 | $1.80 | ||
| Q3 25 | $0.29 | $2.48 | ||
| Q2 25 | $0.29 | $1.75 | ||
| Q1 25 | $0.52 | $1.92 | ||
| Q4 24 | $0.45 | $1.93 | ||
| Q3 24 | $0.52 | $2.79 | ||
| Q2 24 | $0.51 | $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 | $276.8M | $3.7B |
| 总债务越低越好 | $125.0M | $11.7B |
| 股东权益账面价值 | $3.9B | $10.9B |
| 总资产 | $5.1B | $27.1B |
| 负债/权益比越低杠杆越低 | 0.03× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资FASTNXPI
| Q1 26 | $276.8M | $3.7B | ||
| Q4 25 | $276.8M | $3.3B | ||
| Q3 25 | $288.1M | $3.5B | ||
| Q2 25 | $237.8M | $3.2B | ||
| Q1 25 | $231.8M | $4.0B | ||
| Q4 24 | $255.8M | $3.3B | ||
| Q3 24 | $292.2M | $2.7B | ||
| Q2 24 | $255.5M | $2.9B |
总债务FASTNXPI
| Q1 26 | $125.0M | $11.7B | ||
| Q4 25 | $125.0M | $11.0B | ||
| Q3 25 | $195.0M | $11.0B | ||
| Q2 25 | $230.0M | $9.5B | ||
| Q1 25 | $200.0M | $10.2B | ||
| Q4 24 | $200.0M | $10.4B | ||
| Q3 24 | $240.0M | $9.7B | ||
| Q2 24 | $235.0M | $9.7B |
股东权益FASTNXPI
| Q1 26 | $3.9B | $10.9B | ||
| Q4 25 | $3.9B | $10.1B | ||
| Q3 25 | $3.9B | $10.0B | ||
| Q2 25 | $3.8B | $9.6B | ||
| Q1 25 | $3.7B | $9.3B | ||
| Q4 24 | $3.6B | $9.2B | ||
| Q3 24 | $3.6B | $9.4B | ||
| Q2 24 | $3.5B | $9.0B |
总资产FASTNXPI
| Q1 26 | $5.1B | $27.1B | ||
| Q4 25 | $5.1B | $26.6B | ||
| Q3 25 | $5.1B | $26.4B | ||
| Q2 25 | $5.0B | $25.3B | ||
| Q1 25 | $4.9B | $25.2B | ||
| Q4 24 | $4.7B | $24.4B | ||
| Q3 24 | $4.7B | $23.7B | ||
| Q2 24 | $4.6B | $23.2B |
负债/权益比FASTNXPI
| Q1 26 | 0.03× | 1.07× | ||
| Q4 25 | 0.03× | 1.09× | ||
| Q3 25 | 0.05× | 1.09× | ||
| Q2 25 | 0.06× | 0.99× | ||
| Q1 25 | 0.05× | 1.10× | ||
| Q4 24 | 0.06× | 1.13× | ||
| Q3 24 | 0.07× | 1.03× | ||
| Q2 24 | 0.07× | 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 | $368.2M | — |
| 自由现金流经营现金流 - 资本支出 | $308.2M | $714.0M |
| 自由现金流率自由现金流/营收 | 15.2% | 22.4% |
| 资本支出强度资本支出/营收 | 3.0% | 2.5% |
| 现金转化率经营现金流/净利润 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $2.7B |
8季度趋势，按日历期对齐
经营现金流FASTNXPI
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $891.0M | ||
| Q3 25 | $386.9M | $585.0M | ||
| Q2 25 | $278.6M | $779.0M | ||
| Q1 25 | $262.2M | $565.0M | ||
| Q4 24 | $282.8M | $391.0M | ||
| Q3 24 | $296.9M | $779.0M | ||
| Q2 24 | $258.0M | $761.0M |
自由现金流FASTNXPI
| Q1 26 | $308.2M | $714.0M | ||
| Q4 25 | $308.2M | $793.0M | ||
| Q3 25 | $326.6M | $508.0M | ||
| Q2 25 | $209.3M | $696.0M | ||
| Q1 25 | $206.5M | $426.0M | ||
| Q4 24 | $222.6M | $261.0M | ||
| Q3 24 | $237.5M | $593.0M | ||
| Q2 24 | $201.9M | $576.0M |
自由现金流率FASTNXPI
| Q1 26 | 15.2% | 22.4% | ||
| Q4 25 | 15.2% | 23.8% | ||
| Q3 25 | 15.3% | 16.0% | ||
| Q2 25 | 10.1% | 23.8% | ||
| Q1 25 | 10.5% | 15.0% | ||
| Q4 24 | 12.2% | 8.4% | ||
| Q3 24 | 12.4% | 18.2% | ||
| Q2 24 | 10.5% | 18.4% |
资本支出强度FASTNXPI
| Q1 26 | 3.0% | 2.5% | ||
| Q4 25 | 3.0% | 2.9% | ||
| Q3 25 | 2.8% | 2.4% | ||
| Q2 25 | 3.3% | 2.8% | ||
| Q1 25 | 2.8% | 4.9% | ||
| Q4 24 | 3.3% | 4.2% | ||
| Q3 24 | 3.1% | 5.7% | ||
| Q2 24 | 2.9% | 5.9% |
现金转化率FASTNXPI
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 1.96× | ||
| Q3 25 | 1.15× | 0.93× | ||
| Q2 25 | 0.84× | 1.75× | ||
| Q1 25 | 0.88× | 1.15× | ||
| Q4 24 | 1.08× | 0.79× | ||
| Q3 24 | 1.00× | 1.08× | ||
| Q2 24 | 0.88× | 1.16× |
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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
NXPI
暂无分部数据
