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格罗方德（GFS）与Veralto（VLTO）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Veralto的1.2倍（$1.7B vs $1.4B），Veralto净利率更高（17.9% vs 14.8%，领先3.1%），Veralto同比增速更快（6.8% vs -2.9%），过去两年Veralto的营收复合增速更高（6.8% 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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
GFS vs VLTO — 直观对比
营收规模更大
GFS
是对方的1.2倍
$1.4B
营收增速更快
VLTO
高出9.7%
-2.9%
净利率更高
VLTO
高出3.1%
14.8%
两年增速更快
VLTO
近两年复合增速
-4.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $249.0M | $254.0M |
| 毛利率 | 24.8% | 60.1% |
| 营业利润率 | 11.6% | 23.8% |
| 净利率 | 14.8% | 17.9% |
| 营收同比 | -2.9% | 6.8% |
| 净利润同比 | 39.9% | 12.9% |
| 每股收益（稀释后） | $0.44 | $1.02 |
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GFSVLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.3B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $1.7B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B |
净利润GFSVLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | — | $239.0M | ||
| Q3 25 | $249.0M | $222.0M | ||
| Q2 25 | $228.0M | $225.0M | ||
| Q1 25 | $211.0M | — | ||
| Q4 24 | — | $227.0M | ||
| Q3 24 | $178.0M | $219.0M | ||
| Q2 24 | $155.0M | $203.0M |
毛利率GFSVLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | — | 60.1% | ||
| Q3 25 | 24.8% | 60.0% | ||
| Q2 25 | 24.2% | 60.4% | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | — | 59.6% | ||
| Q3 24 | 23.8% | 59.6% | ||
| Q2 24 | 24.2% | 60.1% |
营业利润率GFSVLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | — | 23.2% | ||
| Q3 25 | 11.6% | 22.8% | ||
| Q2 25 | 11.6% | 24.2% | ||
| Q1 25 | 9.5% | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | 10.6% | 23.4% | ||
| Q2 24 | 9.5% | 23.2% |
净利率GFSVLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | — | 17.0% | ||
| Q3 25 | 14.8% | 16.2% | ||
| Q2 25 | 13.5% | 16.9% | ||
| Q1 25 | 13.3% | — | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | 10.2% | 16.7% | ||
| Q2 24 | 9.5% | 15.8% |
每股收益（稀释后）GFSVLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | — | $0.95 | ||
| Q3 25 | $0.44 | $0.89 | ||
| Q2 25 | $0.41 | $0.90 | ||
| Q1 25 | $0.38 | — | ||
| Q4 24 | — | $0.91 | ||
| Q3 24 | $0.32 | $0.88 | ||
| Q2 24 | $0.28 | $0.81 |
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 | — | — |
| 股东权益账面价值 | $11.8B | — |
| 总资产 | $16.7B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GFSVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $2.0B | $1.6B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | $2.3B | $1.3B | ||
| Q2 24 | $2.2B | $1.0B |
总债务GFSVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $2.6B |
股东权益GFSVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $11.8B | $2.7B | ||
| Q2 25 | $11.5B | $2.3B | ||
| Q1 25 | $11.1B | — | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $11.6B | $2.0B | ||
| Q2 24 | $11.3B | $1.7B |
总资产GFSVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | $7.4B | ||
| Q3 25 | $16.7B | $7.2B | ||
| Q2 25 | $16.8B | $6.6B | ||
| Q1 25 | $16.5B | — | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | $18.1B | $6.3B | ||
| Q2 24 | — | $5.9B |
负债/权益比GFSVLTO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.01× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.28× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | — | 1.57× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $170.0M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 2.39× | 0.72× |
| 过去12个月自由现金流最近4个季度 | — | $893.0M |
8季度趋势，按日历期对齐
经营现金流GFSVLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | — | $270.0M | ||
| Q3 25 | $595.0M | $339.0M | ||
| Q2 25 | $431.0M | $157.0M | ||
| Q1 25 | $331.0M | — | ||
| Q4 24 | — | $285.0M | ||
| Q3 24 | $375.0M | $224.0M | ||
| Q2 24 | $402.0M | $251.0M |
自由现金流GFSVLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | — | $258.0M | ||
| Q3 25 | — | $323.0M | ||
| Q2 25 | — | $142.0M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $263.0M | ||
| Q3 24 | — | $215.0M | ||
| Q2 24 | — | $240.0M |
自由现金流率GFSVLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | — | 18.4% | ||
| Q3 25 | — | 23.6% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | — | 16.4% | ||
| Q2 24 | — | 18.6% |
资本支出强度GFSVLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 0.9% |
现金转化率GFSVLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | 2.39× | 1.53× | ||
| Q2 25 | 1.89× | 0.70× | ||
| Q1 25 | 1.57× | — | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | 2.11× | 1.02× | ||
| Q2 24 | 2.59× | 1.24× |
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% |
VLTO
暂无分部数据
