vs
康宁（GLW）与金佰利（KMB）财务数据对比。点击上方公司名可切换其他公司
康宁的季度营收约是金佰利的1.0倍（$4.2B vs $4.2B），金佰利净利率更高（16.2% vs 12.8%，领先3.4%），康宁同比增速更快（20.4% vs 2.7%），过去两年康宁的营收复合增速更高（19.0% vs -9.0%）
康宁是1851年成立的美国跨国科技企业，主营玻璃、陶瓷及相关材料技术，产品线涵盖先进光学产品，主要应用于工业与科研领域。20世纪曾推出多款知名消费产品，包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等，广受市场欢迎。
金佰利是源自美国的跨国消费品及个人护理集团，主打纸质类消费品，同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌，产品销往全球多个国家和地区。
GLW vs KMB — 直观对比
营收规模更大
GLW
是对方的1.0倍
$4.2B
营收增速更快
GLW
高出17.7%
2.7%
净利率更高
KMB
高出3.4%
12.8%
两年增速更快
GLW
近两年复合增速
-9.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $4.2B |
| 净利润 | $540.0M | $675.0M |
| 毛利率 | 35.5% | 36.8% |
| 营业利润率 | 15.9% | 18.1% |
| 净利率 | 12.8% | 16.2% |
| 营收同比 | 20.4% | 2.7% |
| 净利润同比 | 74.2% | 17.8% |
| 每股收益（稀释后） | $0.61 | $2.00 |
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GLWKMB
| Q1 26 | — | $4.2B | ||
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.1B | $4.2B | ||
| Q2 25 | $3.9B | $4.2B | ||
| Q1 25 | $3.5B | $4.8B | ||
| Q4 24 | $3.5B | $4.9B | ||
| Q3 24 | $3.4B | $5.0B | ||
| Q2 24 | $3.3B | $5.0B |
净利润GLWKMB
| Q1 26 | — | $675.0M | ||
| Q4 25 | $540.0M | $499.0M | ||
| Q3 25 | $430.0M | $446.0M | ||
| Q2 25 | $469.0M | $509.0M | ||
| Q1 25 | $157.0M | $567.0M | ||
| Q4 24 | $310.0M | $447.0M | ||
| Q3 24 | $-117.0M | $907.0M | ||
| Q2 24 | $104.0M | $544.0M |
毛利率GLWKMB
| Q1 26 | — | 36.8% | ||
| Q4 25 | 35.5% | 37.7% | ||
| Q3 25 | 37.1% | 36.0% | ||
| Q2 25 | 36.0% | 35.0% | ||
| Q1 25 | 35.2% | 35.8% | ||
| Q4 24 | 34.2% | 34.0% | ||
| Q3 24 | 33.5% | 36.0% | ||
| Q2 24 | 29.2% | 36.0% |
营业利润率GLWKMB
| Q1 26 | — | 18.1% | ||
| Q4 25 | 15.9% | 11.2% | ||
| Q3 25 | 14.4% | 15.0% | ||
| Q2 25 | 14.8% | 14.2% | ||
| Q1 25 | 12.9% | 15.9% | ||
| Q4 24 | 11.2% | 11.1% | ||
| Q3 24 | 8.9% | 23.3% | ||
| Q2 24 | 5.7% | 13.0% |
净利率GLWKMB
| Q1 26 | — | 16.2% | ||
| Q4 25 | 12.8% | 15.1% | ||
| Q3 25 | 10.5% | 10.7% | ||
| Q2 25 | 12.1% | 12.2% | ||
| Q1 25 | 4.5% | 11.7% | ||
| Q4 24 | 8.9% | 9.1% | ||
| Q3 24 | -3.5% | 18.3% | ||
| Q2 24 | 3.2% | 10.8% |
每股收益（稀释后）GLWKMB
| Q1 26 | — | $2.00 | ||
| Q4 25 | $0.61 | $1.50 | ||
| Q3 25 | $0.50 | $1.34 | ||
| Q2 25 | $0.54 | $1.53 | ||
| Q1 25 | $0.18 | $1.70 | ||
| Q4 24 | $0.36 | $1.34 | ||
| Q3 24 | $-0.14 | $2.69 | ||
| Q2 24 | $0.12 | $1.61 |
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 | $1.5B | $542.0K |
| 总债务越低越好 | $7.6B | $6.5M |
| 股东权益账面价值 | $11.8B | $1.9M |
| 总资产 | $31.0B | $17.2M |
| 负债/权益比越低杠杆越低 | 0.65× | 3.38× |
8季度趋势，按日历期对齐
现金及短期投资GLWKMB
| Q1 26 | — | $542.0K | ||
| Q4 25 | $1.5B | $688.0M | ||
| Q3 25 | — | $617.0M | ||
| Q2 25 | — | $634.0M | ||
| Q1 25 | — | $563.0M | ||
| Q4 24 | $1.8B | $1.0B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
总债务GLWKMB
| Q1 26 | — | $6.5M | ||
| Q4 25 | $7.6B | $6.5B | ||
| Q3 25 | $7.4B | $6.5B | ||
| Q2 25 | $6.7B | $6.5B | ||
| Q1 25 | $7.0B | $6.5B | ||
| Q4 24 | $6.9B | $6.9B | ||
| Q3 24 | $7.1B | $6.9B | ||
| Q2 24 | $6.9B | $7.2B |
股东权益GLWKMB
| Q1 26 | — | $1.9M | ||
| Q4 25 | $11.8B | $1.5B | ||
| Q3 25 | $11.5B | $1.3B | ||
| Q2 25 | $11.1B | $1.3B | ||
| Q1 25 | $10.7B | $1.1B | ||
| Q4 24 | $10.7B | $840.0M | ||
| Q3 24 | $11.1B | $1.3B | ||
| Q2 24 | $10.6B | $1.1B |
总资产GLWKMB
| Q1 26 | — | $17.2M | ||
| Q4 25 | $31.0B | $17.1B | ||
| Q3 25 | $29.9B | $16.9B | ||
| Q2 25 | $28.7B | $16.8B | ||
| Q1 25 | $27.4B | $16.3B | ||
| Q4 24 | $27.7B | $16.5B | ||
| Q3 24 | $28.3B | $17.2B | ||
| Q2 24 | $27.2B | $17.3B |
负债/权益比GLWKMB
| Q1 26 | — | 3.38× | ||
| Q4 25 | 0.65× | 4.31× | ||
| Q3 25 | 0.64× | 4.86× | ||
| Q2 25 | 0.60× | 5.09× | ||
| Q1 25 | 0.65× | 5.89× | ||
| Q4 24 | 0.64× | 8.18× | ||
| Q3 24 | 0.64× | 5.36× | ||
| Q2 24 | 0.65× | 6.30× |
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 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | $620.0M | — |
| 自由现金流率自由现金流/营收 | 14.7% | — |
| 资本支出强度资本支出/营收 | 10.2% | — |
| 现金转化率经营现金流/净利润 | 1.95× | — |
| 过去12个月自由现金流最近4个季度 | $1.4B | — |
8季度趋势，按日历期对齐
经营现金流GLWKMB
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $972.0M | ||
| Q3 25 | $784.0M | $708.0M | ||
| Q2 25 | $708.0M | $770.0M | ||
| Q1 25 | $151.0M | $327.0M | ||
| Q4 24 | $623.0M | $817.0M | ||
| Q3 24 | $699.0M | $958.0M | ||
| Q2 24 | $521.0M | $1.0B |
自由现金流GLWKMB
| Q1 26 | — | — | ||
| Q4 25 | $620.0M | $575.0M | ||
| Q3 25 | $450.0M | $368.0M | ||
| Q2 25 | $400.0M | $573.0M | ||
| Q1 25 | $-57.0M | $123.0M | ||
| Q4 24 | $369.0M | $608.0M | ||
| Q3 24 | $482.0M | $798.0M | ||
| Q2 24 | $279.0M | $863.0M |
自由现金流率GLWKMB
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | 17.5% | ||
| Q3 25 | 11.0% | 8.9% | ||
| Q2 25 | 10.4% | 13.8% | ||
| Q1 25 | -1.7% | 2.5% | ||
| Q4 24 | 10.5% | 12.3% | ||
| Q3 24 | 14.2% | 16.1% | ||
| Q2 24 | 8.6% | 17.2% |
资本支出强度GLWKMB
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 12.1% | ||
| Q3 25 | 8.1% | 8.2% | ||
| Q2 25 | 8.0% | 4.7% | ||
| Q1 25 | 6.0% | 4.2% | ||
| Q4 24 | 7.3% | 4.2% | ||
| Q3 24 | 6.4% | 3.2% | ||
| Q2 24 | 7.4% | 3.1% |
现金转化率GLWKMB
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 1.95× | ||
| Q3 25 | 1.82× | 1.59× | ||
| Q2 25 | 1.51× | 1.51× | ||
| Q1 25 | 0.96× | 0.58× | ||
| Q4 24 | 2.01× | 1.83× | ||
| Q3 24 | — | 1.06× | ||
| Q2 24 | 5.01× | 1.88× |
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
GLW
暂无分部数据
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
