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格罗方德（GFS）与亨廷顿·英格尔斯工业（HII）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是亨廷顿·英格尔斯工业的1.0倍（$1.7B vs $1.7B），格罗方德净利率更高（14.8% vs 8.9%，领先5.8%），亨廷顿·英格尔斯工业同比增速更快（13.8% vs -2.9%），过去两年格罗方德的营收复合增速更高（-4.3% vs -25.2%）
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
亨廷顿·英格尔斯工业（简称HII）是美国规模最大的军用造船企业，同时面向政府及行业合作伙伴提供专业服务。公司于2011年3月31日从诺斯罗普·格鲁曼公司分拆成立，在防务装备建造及配套服务领域拥有深厚技术积累与行业资源。
GFS vs HII — 直观对比
营收规模更大
GFS
是对方的1.0倍
$1.7B
营收增速更快
HII
高出16.7%
-2.9%
净利率更高
GFS
高出5.8%
8.9%
两年增速更快
GFS
近两年复合增速
-25.2%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $249.0M | $149.0M |
| 毛利率 | 24.8% | — |
| 营业利润率 | 11.6% | 9.3% |
| 净利率 | 14.8% | 8.9% |
| 营收同比 | -2.9% | 13.8% |
| 净利润同比 | 39.9% | — |
| 每股收益（稀释后） | $0.44 | $3.79 |
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GFSHII
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.7B | $3.1B | ||
| Q1 25 | $1.6B | $2.7B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | $1.7B | $2.7B | ||
| Q2 24 | $1.6B | $3.0B |
净利润GFSHII
| Q1 26 | — | $149.0M | ||
| Q4 25 | — | $159.0M | ||
| Q3 25 | $249.0M | $145.0M | ||
| Q2 25 | $228.0M | $152.0M | ||
| Q1 25 | $211.0M | $149.0M | ||
| Q4 24 | — | $123.0M | ||
| Q3 24 | $178.0M | $101.0M | ||
| Q2 24 | $155.0M | $173.0M |
毛利率GFSHII
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 24.8% | — | ||
| Q2 25 | 24.2% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | 24.2% | — |
营业利润率GFSHII
| Q1 26 | — | 9.3% | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | 11.6% | 5.0% | ||
| Q2 25 | 11.6% | 5.3% | ||
| Q1 25 | 9.5% | 5.9% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | 10.6% | 3.0% | ||
| Q2 24 | 9.5% | 6.3% |
净利率GFSHII
| Q1 26 | — | 8.9% | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | 14.8% | 4.5% | ||
| Q2 25 | 13.5% | 4.9% | ||
| Q1 25 | 13.3% | 5.4% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | 10.2% | 3.7% | ||
| Q2 24 | 9.5% | 5.8% |
每股收益（稀释后）GFSHII
| Q1 26 | — | $3.79 | ||
| Q4 25 | — | $4.06 | ||
| Q3 25 | $0.44 | $3.68 | ||
| Q2 25 | $0.41 | $3.86 | ||
| Q1 25 | $0.38 | $3.79 | ||
| Q4 24 | — | $3.15 | ||
| Q3 24 | $0.32 | $2.56 | ||
| Q2 24 | $0.28 | $4.38 |
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 | $2.0B | $216.0M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $11.8B | $5.1B |
| 总资产 | $16.7B | $12.5B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资GFSHII
| Q1 26 | — | $216.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.2B | — |
总债务GFSHII
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GFSHII
| Q1 26 | — | $5.1B | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | $11.8B | $5.0B | ||
| Q2 25 | $11.5B | $4.9B | ||
| Q1 25 | $11.1B | $4.8B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | $11.6B | $4.2B | ||
| Q2 24 | $11.3B | $4.2B |
总资产GFSHII
| Q1 26 | — | $12.5B | ||
| Q4 25 | — | $12.7B | ||
| Q3 25 | $16.7B | $12.3B | ||
| Q2 25 | $16.8B | $12.1B | ||
| Q1 25 | $16.5B | $12.1B | ||
| Q4 24 | — | $12.1B | ||
| Q3 24 | $18.1B | $11.1B | ||
| Q2 24 | — | $11.3B |
负债/权益比GFSHII
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.53× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.58× | ||
| Q3 24 | — | — | ||
| 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 | $595.0M | $-390.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-461.0M |
| 自由现金流率自由现金流/营收 | — | -27.7% |
| 资本支出强度资本支出/营收 | — | 4.4% |
| 现金转化率经营现金流/净利润 | 2.39× | -2.62× |
| 过去12个月自由现金流最近4个季度 | — | $795.0M |
8季度趋势，按日历期对齐
经营现金流GFSHII
| Q1 26 | — | $-390.0M | ||
| Q4 25 | — | $650.0M | ||
| Q3 25 | $595.0M | $118.0M | ||
| Q2 25 | $431.0M | $823.0M | ||
| Q1 25 | $331.0M | $-395.0M | ||
| Q4 24 | — | $391.0M | ||
| Q3 24 | $375.0M | $213.0M | ||
| Q2 24 | $402.0M | $-9.0M |
自由现金流GFSHII
| Q1 26 | — | $-461.0M | ||
| Q4 25 | — | $516.0M | ||
| Q3 25 | — | $13.0M | ||
| Q2 25 | — | $727.0M | ||
| Q1 25 | — | $-462.0M | ||
| Q4 24 | — | $277.0M | ||
| Q3 24 | — | $125.0M | ||
| Q2 24 | — | $-99.0M |
自由现金流率GFSHII
| Q1 26 | — | -27.7% | ||
| Q4 25 | — | 14.8% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | -16.9% | ||
| Q4 24 | — | 9.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | -3.3% |
资本支出强度GFSHII
| Q1 26 | — | 4.4% | ||
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 3.0% |
现金转化率GFSHII
| Q1 26 | — | -2.62× | ||
| Q4 25 | — | 4.09× | ||
| Q3 25 | 2.39× | 0.81× | ||
| Q2 25 | 1.89× | 5.41× | ||
| Q1 25 | 1.57× | -2.65× | ||
| Q4 24 | — | 3.18× | ||
| Q3 24 | 2.11× | 2.11× | ||
| Q2 24 | 2.59× | -0.05× |
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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
HII
暂无分部数据
