vs
康宁（GLW）与恩智浦（NXPI）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恩智浦的1.3倍（$4.2B vs $3.2B），恩智浦净利率更高（35.3% vs 12.8%，领先22.5%），康宁同比增速更快（20.4% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $620.0M），过去两年康宁的营收复合增速更高（19.0% vs 0.9%）
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。
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
GLW vs NXPI — 直观对比
营收规模更大
GLW
是对方的1.3倍
$3.2B
营收增速更快
GLW
高出25.4%
-5.0%
净利率更高
NXPI
高出22.5%
12.8%
自由现金流更多
NXPI
多$94.0M
$620.0M
两年增速更快
GLW
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $3.2B |
| 净利润 | $540.0M | $1.1B |
| 毛利率 | 35.5% | 59.5% |
| 营业利润率 | 15.9% | — |
| 净利率 | 12.8% | 35.3% |
| 营收同比 | 20.4% | -5.0% |
| 净利润同比 | 74.2% | 147.0% |
| 每股收益（稀释后） | $0.61 | $4.43 |
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GLWNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $4.2B | $3.3B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.9B | $2.9B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.5B | $3.1B | ||
| Q3 24 | $3.4B | $3.3B | ||
| Q2 24 | $3.3B | $3.1B |
净利润GLWNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $540.0M | $455.0M | ||
| Q3 25 | $430.0M | $631.0M | ||
| Q2 25 | $469.0M | $445.0M | ||
| Q1 25 | $157.0M | $490.0M | ||
| Q4 24 | $310.0M | $495.0M | ||
| Q3 24 | $-117.0M | $718.0M | ||
| Q2 24 | $104.0M | $658.0M |
毛利率GLWNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 35.5% | 54.2% | ||
| Q3 25 | 37.1% | 56.3% | ||
| Q2 25 | 36.0% | 53.4% | ||
| Q1 25 | 35.2% | 55.0% | ||
| Q4 24 | 34.2% | 53.9% | ||
| Q3 24 | 33.5% | 57.4% | ||
| Q2 24 | 29.2% | 57.3% |
营业利润率GLWNXPI
| Q1 26 | — | — | ||
| Q4 25 | 15.9% | 22.3% | ||
| Q3 25 | 14.4% | 28.1% | ||
| Q2 25 | 14.8% | 23.5% | ||
| Q1 25 | 12.9% | 25.5% | ||
| Q4 24 | 11.2% | 21.7% | ||
| Q3 24 | 8.9% | 30.5% | ||
| Q2 24 | 5.7% | 28.7% |
净利率GLWNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 12.8% | 13.6% | ||
| Q3 25 | 10.5% | 19.9% | ||
| Q2 25 | 12.1% | 15.2% | ||
| Q1 25 | 4.5% | 17.3% | ||
| Q4 24 | 8.9% | 15.9% | ||
| Q3 24 | -3.5% | 22.1% | ||
| Q2 24 | 3.2% | 21.0% |
每股收益（稀释后）GLWNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $0.61 | $1.80 | ||
| Q3 25 | $0.50 | $2.48 | ||
| Q2 25 | $0.54 | $1.75 | ||
| Q1 25 | $0.18 | $1.92 | ||
| Q4 24 | $0.36 | $1.93 | ||
| Q3 24 | $-0.14 | $2.79 | ||
| Q2 24 | $0.12 | $2.54 |
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 | $3.7B |
| 总债务越低越好 | $7.6B | $11.7B |
| 股东权益账面价值 | $11.8B | $10.9B |
| 总资产 | $31.0B | $27.1B |
| 负债/权益比越低杠杆越低 | 0.65× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资GLWNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | — | $3.5B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | $1.8B | $3.3B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.9B |
总债务GLWNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $7.6B | $11.0B | ||
| Q3 25 | $7.4B | $11.0B | ||
| Q2 25 | $6.7B | $9.5B | ||
| Q1 25 | $7.0B | $10.2B | ||
| Q4 24 | $6.9B | $10.4B | ||
| Q3 24 | $7.1B | $9.7B | ||
| Q2 24 | $6.9B | $9.7B |
股东权益GLWNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $11.8B | $10.1B | ||
| Q3 25 | $11.5B | $10.0B | ||
| Q2 25 | $11.1B | $9.6B | ||
| Q1 25 | $10.7B | $9.3B | ||
| Q4 24 | $10.7B | $9.2B | ||
| Q3 24 | $11.1B | $9.4B | ||
| Q2 24 | $10.6B | $9.0B |
总资产GLWNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $31.0B | $26.6B | ||
| Q3 25 | $29.9B | $26.4B | ||
| Q2 25 | $28.7B | $25.3B | ||
| Q1 25 | $27.4B | $25.2B | ||
| Q4 24 | $27.7B | $24.4B | ||
| Q3 24 | $28.3B | $23.7B | ||
| Q2 24 | $27.2B | $23.2B |
负债/权益比GLWNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 0.65× | 1.09× | ||
| Q3 25 | 0.64× | 1.09× | ||
| Q2 25 | 0.60× | 0.99× | ||
| Q1 25 | 0.65× | 1.10× | ||
| Q4 24 | 0.64× | 1.13× | ||
| Q3 24 | 0.64× | 1.03× | ||
| Q2 24 | 0.65× | 1.07× |
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 | $714.0M |
| 自由现金流率自由现金流/营收 | 14.7% | 22.4% |
| 资本支出强度资本支出/营收 | 10.2% | 2.5% |
| 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 | $2.7B |
8季度趋势，按日历期对齐
经营现金流GLWNXPI
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $891.0M | ||
| Q3 25 | $784.0M | $585.0M | ||
| Q2 25 | $708.0M | $779.0M | ||
| Q1 25 | $151.0M | $565.0M | ||
| Q4 24 | $623.0M | $391.0M | ||
| Q3 24 | $699.0M | $779.0M | ||
| Q2 24 | $521.0M | $761.0M |
自由现金流GLWNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $620.0M | $793.0M | ||
| Q3 25 | $450.0M | $508.0M | ||
| Q2 25 | $400.0M | $696.0M | ||
| Q1 25 | $-57.0M | $426.0M | ||
| Q4 24 | $369.0M | $261.0M | ||
| Q3 24 | $482.0M | $593.0M | ||
| Q2 24 | $279.0M | $576.0M |
自由现金流率GLWNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 14.7% | 23.8% | ||
| Q3 25 | 11.0% | 16.0% | ||
| Q2 25 | 10.4% | 23.8% | ||
| Q1 25 | -1.7% | 15.0% | ||
| Q4 24 | 10.5% | 8.4% | ||
| Q3 24 | 14.2% | 18.2% | ||
| Q2 24 | 8.6% | 18.4% |
资本支出强度GLWNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 10.2% | 2.9% | ||
| Q3 25 | 8.1% | 2.4% | ||
| Q2 25 | 8.0% | 2.8% | ||
| Q1 25 | 6.0% | 4.9% | ||
| Q4 24 | 7.3% | 4.2% | ||
| Q3 24 | 6.4% | 5.7% | ||
| Q2 24 | 7.4% | 5.9% |
现金转化率GLWNXPI
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 1.96× | ||
| Q3 25 | 1.82× | 0.93× | ||
| Q2 25 | 1.51× | 1.75× | ||
| Q1 25 | 0.96× | 1.15× | ||
| Q4 24 | 2.01× | 0.79× | ||
| Q3 24 | — | 1.08× | ||
| 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
