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康宁（GLW）与Leidos（LDOS）财务数据对比。点击上方公司名可切换其他公司
Leidos的季度营收约是康宁的1.1倍（$4.4B vs $4.1B），康宁净利率更高（9.3% vs 7.6%，领先1.7%），Leidos同比增速更快（3.7% vs 0.0%），过去两年康宁的营收复合增速更高（12.9% vs 3.5%）
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。
Leidos Holdings, Inc.是总部位于美国弗吉尼亚州雷斯顿的企业，业务覆盖国防、航空、信息技术、生物医学研究领域，提供科研、工程、系统集成及技术服务。其前身为科学应用国际公司（SAIC），2016年8月与洛克希德·马丁旗下IT业务板块合并，成为国防行业规模最大的IT服务提供商。
GLW vs LDOS — 直观对比
营收规模更大
LDOS
是对方的1.1倍
$4.1B
营收增速更快
LDOS
高出3.7%
0.0%
净利率更高
GLW
高出1.7%
7.6%
两年增速更快
GLW
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $4.1B | $4.4B |
| 净利润 | $387.0M | $335.0M |
| 毛利率 | 36.9% | 17.3% |
| 营业利润率 | 15.4% | 11.5% |
| 净利率 | 9.3% | 7.6% |
| 营收同比 | 0.0% | 3.7% |
| 净利润同比 | -60.0% | -8.2% |
| 每股收益（稀释后） | $0.43 | $2.56 |
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GLWLDOS
| Q1 26 | $4.1B | $4.2B | ||
| Q4 25 | $4.2B | $4.4B | ||
| Q3 25 | $4.1B | $4.2B | ||
| Q2 25 | $3.9B | $4.2B | ||
| Q1 25 | $3.5B | $4.3B | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $3.4B | $4.2B | ||
| Q2 24 | $3.3B | $4.1B |
净利润GLWLDOS
| Q1 26 | $387.0M | $327.0M | ||
| Q4 25 | $540.0M | $367.0M | ||
| Q3 25 | $430.0M | $391.0M | ||
| Q2 25 | $469.0M | $363.0M | ||
| Q1 25 | $157.0M | $284.0M | ||
| Q4 24 | $310.0M | — | ||
| Q3 24 | $-117.0M | $364.0M | ||
| Q2 24 | $104.0M | $322.0M |
毛利率GLWLDOS
| Q1 26 | 36.9% | 17.4% | ||
| Q4 25 | 35.5% | 18.0% | ||
| Q3 25 | 37.1% | 18.0% | ||
| Q2 25 | 36.0% | 17.5% | ||
| Q1 25 | 35.2% | 15.6% | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 33.5% | 17.8% | ||
| Q2 24 | 29.2% | 16.6% |
营业利润率GLWLDOS
| Q1 26 | 15.4% | 11.3% | ||
| Q4 25 | 15.9% | 12.0% | ||
| Q3 25 | 14.4% | 13.5% | ||
| Q2 25 | 14.8% | 12.5% | ||
| Q1 25 | 12.9% | 9.7% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 8.9% | 12.4% | ||
| Q2 24 | 5.7% | 11.6% |
净利率GLWLDOS
| Q1 26 | 9.3% | 7.8% | ||
| Q4 25 | 12.8% | 8.2% | ||
| Q3 25 | 10.5% | 9.2% | ||
| Q2 25 | 12.1% | 8.6% | ||
| Q1 25 | 4.5% | 6.5% | ||
| Q4 24 | 8.9% | — | ||
| Q3 24 | -3.5% | 8.7% | ||
| Q2 24 | 3.2% | 7.8% |
每股收益（稀释后）GLWLDOS
| Q1 26 | $0.43 | $2.54 | ||
| Q4 25 | $0.61 | $2.82 | ||
| Q3 25 | $0.50 | $3.01 | ||
| Q2 25 | $0.54 | $2.77 | ||
| Q1 25 | $0.18 | $2.10 | ||
| Q4 24 | $0.36 | — | ||
| Q3 24 | $-0.14 | $2.68 | ||
| Q2 24 | $0.12 | $2.37 |
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 | $1.8M | $457.0M |
| 总债务越低越好 | $7.7M | $6.0B |
| 股东权益账面价值 | $12.3M | $5.1B |
| 总资产 | $31.3M | $15.4B |
| 负债/权益比越低杠杆越低 | 0.62× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资GLWLDOS
| Q1 26 | $1.8M | $1.1B | ||
| Q4 25 | $1.5B | $974.0M | ||
| Q3 25 | — | $930.0M | ||
| Q2 25 | — | $842.0M | ||
| Q1 25 | — | $943.0M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $823.0M |
总债务GLWLDOS
| Q1 26 | $7.7M | $4.6B | ||
| Q4 25 | $7.6B | $4.6B | ||
| Q3 25 | $7.4B | $5.0B | ||
| Q2 25 | $6.7B | $5.0B | ||
| Q1 25 | $7.0B | $4.1B | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $7.1B | $4.1B | ||
| Q2 24 | $6.9B | $4.1B |
股东权益GLWLDOS
| Q1 26 | $12.3M | $4.9B | ||
| Q4 25 | $11.8B | $4.9B | ||
| Q3 25 | $11.5B | $4.7B | ||
| Q2 25 | $11.1B | $4.3B | ||
| Q1 25 | $10.7B | $4.4B | ||
| Q4 24 | $10.7B | — | ||
| Q3 24 | $11.1B | $4.6B | ||
| Q2 24 | $10.6B | $4.5B |
总资产GLWLDOS
| Q1 26 | $31.3M | $13.5B | ||
| Q4 25 | $31.0B | $13.5B | ||
| Q3 25 | $29.9B | $13.5B | ||
| Q2 25 | $28.7B | $13.2B | ||
| Q1 25 | $27.4B | $13.1B | ||
| Q4 24 | $27.7B | — | ||
| Q3 24 | $28.3B | $13.3B | ||
| Q2 24 | $27.2B | $12.9B |
负债/权益比GLWLDOS
| Q1 26 | 0.62× | 0.94× | ||
| Q4 25 | 0.65× | 0.94× | ||
| Q3 25 | 0.64× | 1.07× | ||
| Q2 25 | 0.60× | 1.18× | ||
| Q1 25 | 0.65× | 0.92× | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.64× | 0.88× | ||
| Q2 24 | 0.65× | 0.92× |
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 | $362.0M | $301.0M |
| 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 | 8.0% | — |
| 现金转化率经营现金流/净利润 | 0.94× | 0.90× |
| 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GLWLDOS
| Q1 26 | $362.0M | $495.0M | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $784.0M | $711.0M | ||
| Q2 25 | $708.0M | $58.0M | ||
| Q1 25 | $151.0M | $299.0M | ||
| Q4 24 | $623.0M | — | ||
| Q3 24 | $699.0M | $656.0M | ||
| Q2 24 | $521.0M | $374.0M |
自由现金流GLWLDOS
| Q1 26 | — | $452.0M | ||
| Q4 25 | $620.0M | — | ||
| Q3 25 | $450.0M | $680.0M | ||
| Q2 25 | $400.0M | $36.0M | ||
| Q1 25 | $-57.0M | $213.0M | ||
| Q4 24 | $369.0M | — | ||
| Q3 24 | $482.0M | $633.0M | ||
| Q2 24 | $279.0M | $351.0M |
自由现金流率GLWLDOS
| Q1 26 | — | 10.8% | ||
| Q4 25 | 14.7% | — | ||
| Q3 25 | 11.0% | 16.1% | ||
| Q2 25 | 10.4% | 0.9% | ||
| Q1 25 | -1.7% | 4.9% | ||
| Q4 24 | 10.5% | — | ||
| Q3 24 | 14.2% | 15.2% | ||
| Q2 24 | 8.6% | 8.5% |
资本支出强度GLWLDOS
| Q1 26 | 8.0% | 1.0% | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 8.1% | 0.7% | ||
| Q2 25 | 8.0% | 0.5% | ||
| Q1 25 | 6.0% | 2.0% | ||
| Q4 24 | 7.3% | — | ||
| Q3 24 | 6.4% | 0.6% | ||
| Q2 24 | 7.4% | 0.6% |
现金转化率GLWLDOS
| Q1 26 | 0.94× | 1.51× | ||
| Q4 25 | 1.95× | — | ||
| Q3 25 | 1.82× | 1.82× | ||
| Q2 25 | 1.51× | 0.16× | ||
| Q1 25 | 0.96× | 1.05× | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | — | 1.80× | ||
| Q2 24 | 5.01× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
