vs
格罗方德（GFS）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是格罗方德的1.1倍（$1.9B vs $1.7B），格罗方德净利率更高（14.8% vs 11.9%，领先2.9%），Masco同比增速更快（6.5% vs -2.9%），过去两年Masco的营收复合增速更高（-4.2% vs -4.3%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
GFS vs MAS — 直观对比
营收规模更大
MAS
是对方的1.1倍
$1.7B
营收增速更快
MAS
高出9.4%
-2.9%
净利率更高
GFS
高出2.9%
11.9%
两年增速更快
MAS
近两年复合增速
-4.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.9B |
| 净利润 | $249.0M | $228.0M |
| 毛利率 | 24.8% | 35.8% |
| 营业利润率 | 11.6% | 16.5% |
| 净利率 | 14.8% | 11.9% |
| 营收同比 | -2.9% | 6.5% |
| 净利润同比 | 39.9% | 14.5% |
| 每股收益（稀释后） | $0.44 | — |
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GFSMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $1.7B | $1.9B | ||
| Q2 25 | $1.7B | $2.1B | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.6B | $2.1B |
净利润GFSMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | — | $165.0M | ||
| Q3 25 | $249.0M | $189.0M | ||
| Q2 25 | $228.0M | $270.0M | ||
| Q1 25 | $211.0M | $186.0M | ||
| Q4 24 | — | $182.0M | ||
| Q3 24 | $178.0M | $167.0M | ||
| Q2 24 | $155.0M | $258.0M |
毛利率GFSMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | 24.8% | 34.2% | ||
| Q2 25 | 24.2% | 37.6% | ||
| Q1 25 | 22.4% | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | 23.8% | 36.6% | ||
| Q2 24 | 24.2% | 37.5% |
营业利润率GFSMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 11.6% | 15.8% | ||
| Q2 25 | 11.6% | 20.1% | ||
| Q1 25 | 9.5% | 15.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 10.6% | 18.0% | ||
| Q2 24 | 9.5% | 19.0% |
净利率GFSMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | — | 9.2% | ||
| Q3 25 | 14.8% | 9.9% | ||
| Q2 25 | 13.5% | 13.2% | ||
| Q1 25 | 13.3% | 10.3% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | 10.2% | 8.4% | ||
| Q2 24 | 9.5% | 12.3% |
每股收益（稀释后）GFSMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | $0.44 | $0.90 | ||
| Q2 25 | $0.41 | $1.28 | ||
| Q1 25 | $0.38 | $0.87 | ||
| Q4 24 | — | $0.85 | ||
| Q3 24 | $0.32 | $0.77 | ||
| Q2 24 | $0.28 | $1.17 |
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 | — |
| 总债务越低越好 | — | $2.9B |
| 股东权益账面价值 | $11.8B | $27.0M |
| 总资产 | $16.7B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资GFSMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $647.0M | ||
| Q3 25 | $2.0B | $559.0M | ||
| Q2 25 | $1.8B | $390.0M | ||
| Q1 25 | $1.6B | $377.0M | ||
| Q4 24 | — | $634.0M | ||
| Q3 24 | $2.3B | $646.0M | ||
| Q2 24 | $2.2B | $398.0M |
总债务GFSMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益GFSMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | — | $-185.0M | ||
| Q3 25 | $11.8B | $-78.0M | ||
| Q2 25 | $11.5B | $-84.0M | ||
| Q1 25 | $11.1B | $-254.0M | ||
| Q4 24 | — | $-279.0M | ||
| Q3 24 | $11.6B | $-88.0M | ||
| Q2 24 | $11.3B | $-26.0M |
总资产GFSMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | $16.7B | $5.3B | ||
| Q2 25 | $16.8B | $5.3B | ||
| Q1 25 | $16.5B | $5.1B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | $18.1B | $5.3B | ||
| Q2 24 | — | $5.4B |
负债/权益比GFSMAS
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | — |
| 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 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 2.39× | — |
| 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GFSMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $418.0M | ||
| Q3 25 | $595.0M | $456.0M | ||
| Q2 25 | $431.0M | $306.0M | ||
| Q1 25 | $331.0M | $-158.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | $375.0M | $416.0M | ||
| Q2 24 | $402.0M | $346.0M |
自由现金流GFSMAS
| Q1 26 | — | — | ||
| Q4 25 | — | $371.0M | ||
| Q3 25 | — | $415.0M | ||
| Q2 25 | — | $270.0M | ||
| Q1 25 | — | $-190.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $303.0M |
自由现金流率GFSMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 21.6% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | -10.5% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 14.5% |
资本支出强度GFSMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.1% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.1% |
现金转化率GFSMAS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.53× | ||
| Q3 25 | 2.39× | 2.41× | ||
| Q2 25 | 1.89× | 1.13× | ||
| Q1 25 | 1.57× | -0.85× | ||
| Q4 24 | — | 2.24× | ||
| Q3 24 | 2.11× | 2.49× | ||
| Q2 24 | 2.59× | 1.34× |
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% |
MAS
暂无分部数据
