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康宁(GLW)与Northern Trust(NTRS)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Northern Trust的1.9倍($4.2B vs $2.2B),Northern Trust净利率更高(23.7% vs 12.8%,领先10.9%),康宁同比增速更快(20.4% vs 13.8%),过去两年Northern Trust的营收复合增速更高(37.8% vs 19.0%)
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。
Northern Trust是总部位于美国伊利诺伊州芝加哥的专业金融服务企业,主要服务对象包括各类企业、机构投资者以及超高净值个人客户,是美国规模最大、持续运营历史最悠久的银行机构之一。截至2025年12月末,其管理资产规模达1.8万亿美元,托管资产规模达14.9万亿美元。
GLW vs NTRS — 直观对比
营收规模更大
GLW
是对方的1.9倍
$2.2B
营收增速更快
GLW
高出6.6%
13.8%
净利率更高
NTRS
高出10.9%
12.8%
两年增速更快
NTRS
近两年复合增速
19.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.2B | $2.2B |
| 净利润 | $540.0M | $525.5M |
| 毛利率 | 35.5% | — |
| 营业利润率 | 15.9% | — |
| 净利率 | 12.8% | 23.7% |
| 营收同比 | 20.4% | 13.8% |
| 净利润同比 | 74.2% | 13.0% |
| 每股收益(稀释后) | $0.61 | $2.71 |
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
GLW
NTRS
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.2B | $1.3B | ||
| Q3 25 | $4.1B | $1.3B | ||
| Q2 25 | $3.9B | $1.2B | ||
| Q1 25 | $3.5B | $1.2B | ||
| Q4 24 | $3.5B | $1.2B | ||
| Q3 24 | $3.4B | $1.2B | ||
| Q2 24 | $3.3B | $1.2B |
净利润
GLW
NTRS
| Q1 26 | — | $525.5M | ||
| Q4 25 | $540.0M | $466.0M | ||
| Q3 25 | $430.0M | $457.6M | ||
| Q2 25 | $469.0M | $421.3M | ||
| Q1 25 | $157.0M | $392.0M | ||
| Q4 24 | $310.0M | $455.4M | ||
| Q3 24 | $-117.0M | $464.9M | ||
| Q2 24 | $104.0M | $896.1M |
毛利率
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | 35.5% | — | ||
| Q3 25 | 37.1% | — | ||
| Q2 25 | 36.0% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 33.5% | — | ||
| Q2 24 | 29.2% | — |
营业利润率
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | 15.9% | 48.5% | ||
| Q3 25 | 14.4% | 49.0% | ||
| Q2 25 | 14.8% | 45.9% | ||
| Q1 25 | 12.9% | 43.0% | ||
| Q4 24 | 11.2% | 48.6% | ||
| Q3 24 | 8.9% | 50.2% | ||
| Q2 24 | 5.7% | — |
净利率
GLW
NTRS
| Q1 26 | — | 23.7% | ||
| Q4 25 | 12.8% | 35.6% | ||
| Q3 25 | 10.5% | 36.2% | ||
| Q2 25 | 12.1% | 34.2% | ||
| Q1 25 | 4.5% | 32.3% | ||
| Q4 24 | 8.9% | 37.3% | ||
| Q3 24 | -3.5% | 38.9% | ||
| Q2 24 | 3.2% | 76.8% |
每股收益(稀释后)
GLW
NTRS
| Q1 26 | — | $2.71 | ||
| Q4 25 | $0.61 | $2.42 | ||
| Q3 25 | $0.50 | $2.29 | ||
| Q2 25 | $0.54 | $2.13 | ||
| Q1 25 | $0.18 | $1.90 | ||
| Q4 24 | $0.36 | $2.25 | ||
| Q3 24 | $-0.14 | $2.22 | ||
| Q2 24 | $0.12 | $4.34 |
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 | — |
| 总债务越低越好 | $7.6B | $2.9B |
| 股东权益账面价值 | $11.8B | $13.0B |
| 总资产 | $31.0B | $174.6B |
| 负债/权益比越低杠杆越低 | 0.65× | 0.22× |
8季度趋势,按日历期对齐
现金及短期投资
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务
GLW
NTRS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $7.6B | — | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $6.7B | — | ||
| Q1 25 | $7.0B | — | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $7.1B | — | ||
| Q2 24 | $6.9B | — |
股东权益
GLW
NTRS
| Q1 26 | — | $13.0B | ||
| Q4 25 | $11.8B | $13.0B | ||
| Q3 25 | $11.5B | $13.0B | ||
| Q2 25 | $11.1B | $12.9B | ||
| Q1 25 | $10.7B | $12.9B | ||
| Q4 24 | $10.7B | $12.8B | ||
| Q3 24 | $11.1B | $12.7B | ||
| Q2 24 | $10.6B | $12.7B |
总资产
GLW
NTRS
| Q1 26 | — | $174.6B | ||
| Q4 25 | $31.0B | $177.1B | ||
| Q3 25 | $29.9B | $170.3B | ||
| Q2 25 | $28.7B | $171.9B | ||
| Q1 25 | $27.4B | $165.1B | ||
| Q4 24 | $27.7B | $155.5B | ||
| Q3 24 | $28.3B | $155.8B | ||
| Q2 24 | $27.2B | $156.8B |
负债/权益比
GLW
NTRS
| Q1 26 | — | 0.22× | ||
| Q4 25 | 0.65× | — | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.65× | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.65× | — |
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
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $388.4M | ||
| Q3 25 | $784.0M | $525.8M | ||
| Q2 25 | $708.0M | $1.9B | ||
| Q1 25 | $151.0M | $2.7B | ||
| Q4 24 | $623.0M | $-2.6B | ||
| Q3 24 | $699.0M | $611.1M | ||
| Q2 24 | $521.0M | $3.0B |
自由现金流
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | $620.0M | $355.6M | ||
| Q3 25 | $450.0M | $509.4M | ||
| Q2 25 | $400.0M | $1.9B | ||
| Q1 25 | $-57.0M | $2.7B | ||
| Q4 24 | $369.0M | $-2.7B | ||
| Q3 24 | $482.0M | $585.4M | ||
| Q2 24 | $279.0M | $3.0B |
自由现金流率
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | 27.2% | ||
| Q3 25 | 11.0% | 40.3% | ||
| Q2 25 | 10.4% | 150.8% | ||
| Q1 25 | -1.7% | 225.5% | ||
| Q4 24 | 10.5% | -218.9% | ||
| Q3 24 | 14.2% | 48.9% | ||
| Q2 24 | 8.6% | 254.7% |
资本支出强度
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 2.5% | ||
| Q3 25 | 8.1% | 1.3% | ||
| Q2 25 | 8.0% | 1.0% | ||
| Q1 25 | 6.0% | 1.0% | ||
| Q4 24 | 7.3% | 3.3% | ||
| Q3 24 | 6.4% | 2.1% | ||
| Q2 24 | 7.4% | 1.8% |
现金转化率
GLW
NTRS
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 0.83× | ||
| Q3 25 | 1.82× | 1.15× | ||
| Q2 25 | 1.51× | 4.44× | ||
| Q1 25 | 0.96× | 7.01× | ||
| Q4 24 | 2.01× | -5.79× | ||
| Q3 24 | — | 1.31× | ||
| Q2 24 | 5.01× | 3.34× |
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
GLW
暂无分部数据
NTRS
| Trust, Investment and Other Servicing Fees | $1.3B | 61% |
| Other | $871.8M | 39% |