vs
康宁（GLW）与宏盟集团（OMC）财务数据对比。点击上方公司名可切换其他公司
宏盟集团的季度营收约是康宁的1.5倍（$6.2B vs $4.2B），康宁净利率更高（12.8% vs 6.7%，领先6.1%），康宁同比增速更快（20.4% vs -16.2%），过去两年宏盟集团的营收复合增速更高（27.3% 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。
宏盟集团（Omnicom Group）是总部位于美国纽约的全球性传媒、营销及企业传播控股集团，旗下拥有多家行业领先的广告、公关、媒介服务子品牌，为全球各行业客户提供专业整合营销传播解决方案，在全球营销服务领域占据领先市场地位。
GLW vs OMC — 直观对比
营收规模更大
OMC
是对方的1.5倍
$4.2B
营收增速更快
GLW
高出36.6%
-16.2%
净利率更高
GLW
高出6.1%
6.7%
两年增速更快
OMC
近两年复合增速
19.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $6.2B |
| 净利润 | $540.0M | $418.7M |
| 毛利率 | 35.5% | — |
| 营业利润率 | 15.9% | 10.4% |
| 净利率 | 12.8% | 6.7% |
| 营收同比 | 20.4% | -16.2% |
| 净利润同比 | 74.2% | 38.0% |
| 每股收益（稀释后） | $0.61 | $1.35 |
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GLWOMC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $4.2B | $5.5B | ||
| Q3 25 | $4.1B | $4.0B | ||
| Q2 25 | $3.9B | $4.0B | ||
| Q1 25 | $3.5B | $3.7B | ||
| Q4 24 | $3.5B | $4.3B | ||
| Q3 24 | $3.4B | $3.9B | ||
| Q2 24 | $3.3B | $3.9B |
净利润GLWOMC
| Q1 26 | — | $418.7M | ||
| Q4 25 | $540.0M | $-941.1M | ||
| Q3 25 | $430.0M | $341.3M | ||
| Q2 25 | $469.0M | $257.6M | ||
| Q1 25 | $157.0M | $287.7M | ||
| Q4 24 | $310.0M | $448.0M | ||
| Q3 24 | $-117.0M | $385.9M | ||
| Q2 24 | $104.0M | $328.1M |
毛利率GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | 35.5% | -10.6% | ||
| Q3 25 | 37.1% | 18.7% | ||
| Q2 25 | 36.0% | 16.6% | ||
| Q1 25 | 35.2% | 17.1% | ||
| Q4 24 | 34.2% | 19.8% | ||
| Q3 24 | 33.5% | 19.6% | ||
| Q2 24 | 29.2% | 17.7% |
营业利润率GLWOMC
| Q1 26 | — | 10.4% | ||
| Q4 25 | 15.9% | -17.7% | ||
| Q3 25 | 14.4% | 13.1% | ||
| Q2 25 | 14.8% | 10.9% | ||
| Q1 25 | 12.9% | 12.3% | ||
| Q4 24 | 11.2% | 15.9% | ||
| Q3 24 | 8.9% | 15.5% | ||
| Q2 24 | 5.7% | 13.2% |
净利率GLWOMC
| Q1 26 | — | 6.7% | ||
| Q4 25 | 12.8% | -17.0% | ||
| Q3 25 | 10.5% | 8.5% | ||
| Q2 25 | 12.1% | 6.4% | ||
| Q1 25 | 4.5% | 7.8% | ||
| Q4 24 | 8.9% | 10.4% | ||
| Q3 24 | -3.5% | 9.9% | ||
| Q2 24 | 3.2% | 8.5% |
每股收益（稀释后）GLWOMC
| Q1 26 | — | $1.35 | ||
| Q4 25 | $0.61 | $-4.78 | ||
| Q3 25 | $0.50 | $1.75 | ||
| Q2 25 | $0.54 | $1.31 | ||
| Q1 25 | $0.18 | $1.45 | ||
| Q4 24 | $0.36 | $2.27 | ||
| Q3 24 | $-0.14 | $1.95 | ||
| Q2 24 | $0.12 | $1.65 |
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 | — |
| 股东权益账面价值 | $11.8B | — |
| 总资产 | $31.0B | — |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | $7.6B | $9.3B | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $6.7B | — | ||
| Q1 25 | $7.0B | — | ||
| Q4 24 | $6.9B | $6.1B | ||
| Q3 24 | $7.1B | — | ||
| Q2 24 | $6.9B | — |
股东权益GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | $11.8B | $12.0B | ||
| Q3 25 | $11.5B | $4.6B | ||
| Q2 25 | $11.1B | $4.5B | ||
| Q1 25 | $10.7B | $4.4B | ||
| Q4 24 | $10.7B | $4.2B | ||
| Q3 24 | $11.1B | $4.0B | ||
| Q2 24 | $10.6B | $3.6B |
总资产GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | $31.0B | $54.4B | ||
| Q3 25 | $29.9B | $28.8B | ||
| Q2 25 | $28.7B | $28.8B | ||
| Q1 25 | $27.4B | $28.1B | ||
| Q4 24 | $27.7B | $29.6B | ||
| Q3 24 | $28.3B | $28.8B | ||
| Q2 24 | $27.2B | $27.3B |
负债/权益比GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | 0.77× | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | 0.65× | — | ||
| Q4 24 | 0.64× | 1.45× | ||
| 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GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $784.0M | $477.5M | ||
| Q2 25 | $708.0M | $210.1M | ||
| Q1 25 | $151.0M | $-786.8M | ||
| Q4 24 | $623.0M | $1.9B | ||
| Q3 24 | $699.0M | $568.7M | ||
| Q2 24 | $521.0M | $-141.7M |
自由现金流GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | $620.0M | $3.0B | ||
| Q3 25 | $450.0M | $438.4M | ||
| Q2 25 | $400.0M | $168.0M | ||
| Q1 25 | $-57.0M | $-816.3M | ||
| Q4 24 | $369.0M | $1.9B | ||
| Q3 24 | $482.0M | $537.4M | ||
| Q2 24 | $279.0M | $-180.9M |
自由现金流率GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | 14.7% | 54.2% | ||
| Q3 25 | 11.0% | 10.9% | ||
| Q2 25 | 10.4% | 4.2% | ||
| Q1 25 | -1.7% | -22.1% | ||
| Q4 24 | 10.5% | 43.5% | ||
| Q3 24 | 14.2% | 13.8% | ||
| Q2 24 | 8.6% | -4.7% |
资本支出强度GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | 0.7% | ||
| Q3 25 | 8.1% | 1.0% | ||
| Q2 25 | 8.0% | 1.0% | ||
| Q1 25 | 6.0% | 0.8% | ||
| Q4 24 | 7.3% | 1.1% | ||
| Q3 24 | 6.4% | 0.8% | ||
| Q2 24 | 7.4% | 1.0% |
现金转化率GLWOMC
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | — | ||
| Q3 25 | 1.82× | 1.40× | ||
| Q2 25 | 1.51× | 0.82× | ||
| Q1 25 | 0.96× | -2.73× | ||
| Q4 24 | 2.01× | 4.30× | ||
| Q3 24 | — | 1.47× | ||
| Q2 24 | 5.01× | -0.43× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
