vs
Genuine Parts Company（GPC）与高通（QCOM）财务数据对比。点击上方公司名可切换其他公司
高通的季度营收约是Genuine Parts Company的1.7倍（$10.6B vs $6.3B），高通净利率更高（69.5% vs 3.0%，领先66.5%），Genuine Parts Company同比增速更快（6.8% vs -3.5%），过去两年高通的营收复合增速更高（6.2% vs 2.5%）
Genuine Parts Company（简称GPC）是总部位于美国佐治亚州亚特兰大的汽车及工业零部件分销商，1928年由卡莱尔与马尔科姆·弗雷泽兄弟创立，现有约6万名员工，业务覆盖美国、澳大拉西亚、欧洲、墨西哥等十余个国家和地区。
高通是总部位于美国加利福尼亚州圣迭戈、在特拉华州注册的跨国企业，主营无线技术相关的半导体、软件及服务业务，持有5G、4G、CDMA2000、TD-SCDMA、WCDMA等移动通信标准的核心专利，是全球无线通信领域的核心供应商。
GPC vs QCOM — 直观对比
营收规模更大
QCOM
是对方的1.7倍
$6.3B
营收增速更快
GPC
高出10.3%
-3.5%
净利率更高
QCOM
高出66.5%
3.0%
两年增速更快
QCOM
近两年复合增速
2.5%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.3B | $10.6B |
| 净利润 | $188.5M | $7.4B |
| 毛利率 | 37.3% | 53.8% |
| 营业利润率 | 67.2% | 21.8% |
| 净利率 | 3.0% | 69.5% |
| 营收同比 | 6.8% | -3.5% |
| 净利润同比 | -3.0% | — |
| 每股收益（稀释后） | $1.37 | $6.88 |
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GPCQCOM
| Q1 26 | $6.3B | $10.6B | ||
| Q4 25 | $6.0B | $12.3B | ||
| Q3 25 | $6.3B | $11.3B | ||
| Q2 25 | $6.2B | $10.4B | ||
| Q1 25 | $5.9B | $11.0B | ||
| Q4 24 | $5.8B | $11.7B | ||
| Q3 24 | $6.0B | $10.2B | ||
| Q2 24 | $6.0B | $9.4B |
净利润GPCQCOM
| Q1 26 | $188.5M | $7.4B | ||
| Q4 25 | $-609.5M | $3.0B | ||
| Q3 25 | $226.2M | $-3.1B | ||
| Q2 25 | $254.9M | $2.7B | ||
| Q1 25 | $194.4M | $2.8B | ||
| Q4 24 | $133.1M | $3.2B | ||
| Q3 24 | $226.6M | $2.9B | ||
| Q2 24 | $295.5M | $2.1B |
毛利率GPCQCOM
| Q1 26 | 37.3% | 53.8% | ||
| Q4 25 | 35.0% | 54.6% | ||
| Q3 25 | 37.4% | 55.3% | ||
| Q2 25 | 37.7% | 55.6% | ||
| Q1 25 | 37.1% | 55.0% | ||
| Q4 24 | 35.9% | 55.8% | ||
| Q3 24 | 36.8% | 56.4% | ||
| Q2 24 | 36.6% | 55.6% |
营业利润率GPCQCOM
| Q1 26 | 67.2% | 21.8% | ||
| Q4 25 | -13.8% | 27.5% | ||
| Q3 25 | 4.7% | 25.9% | ||
| Q2 25 | 5.5% | 26.6% | ||
| Q1 25 | 4.3% | 28.4% | ||
| Q4 24 | 2.9% | 30.5% | ||
| Q3 24 | 5.0% | 25.2% | ||
| Q2 24 | 6.5% | 23.6% |
净利率GPCQCOM
| Q1 26 | 3.0% | 69.5% | ||
| Q4 25 | -10.1% | 24.5% | ||
| Q3 25 | 3.6% | -27.7% | ||
| Q2 25 | 4.1% | 25.7% | ||
| Q1 25 | 3.3% | 25.6% | ||
| Q4 24 | 2.3% | 27.3% | ||
| Q3 24 | 3.8% | 28.5% | ||
| Q2 24 | 5.0% | 22.7% |
每股收益（稀释后）GPCQCOM
| Q1 26 | $1.37 | $6.88 | ||
| Q4 25 | $-4.38 | $2.78 | ||
| Q3 25 | $1.62 | $-2.77 | ||
| Q2 25 | $1.83 | $2.43 | ||
| Q1 25 | $1.40 | $2.52 | ||
| Q4 24 | $0.96 | $2.83 | ||
| Q3 24 | $1.62 | $2.57 | ||
| Q2 24 | $2.11 | $1.88 |
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 | $500.0M | $5.4B |
| 总债务越低越好 | $4.6B | $15.3B |
| 股东权益账面价值 | $4.5B | $27.3B |
| 总资产 | $21.0B | $57.1B |
| 负债/权益比越低杠杆越低 | 1.03× | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资GPCQCOM
| Q1 26 | $500.0M | $5.4B | ||
| Q4 25 | — | $11.8B | ||
| Q3 25 | — | $10.2B | ||
| Q2 25 | — | $10.0B | ||
| Q1 25 | — | $13.8B | ||
| Q4 24 | — | $14.3B | ||
| Q3 24 | — | $13.3B | ||
| Q2 24 | — | $13.0B |
总债务GPCQCOM
| Q1 26 | $4.6B | $15.3B | ||
| Q4 25 | $4.8B | $14.8B | ||
| Q3 25 | — | $14.8B | ||
| Q2 25 | — | $14.8B | ||
| Q1 25 | — | $13.3B | ||
| Q4 24 | $4.3B | $13.2B | ||
| Q3 24 | — | $13.3B | ||
| Q2 24 | — | $13.2B |
股东权益GPCQCOM
| Q1 26 | $4.5B | $27.3B | ||
| Q4 25 | $4.4B | $23.1B | ||
| Q3 25 | $4.8B | $21.2B | ||
| Q2 25 | $4.7B | $27.2B | ||
| Q1 25 | $4.4B | $27.7B | ||
| Q4 24 | $4.3B | $26.9B | ||
| Q3 24 | $4.7B | $26.3B | ||
| Q2 24 | $4.5B | $24.7B |
总资产GPCQCOM
| Q1 26 | $21.0B | $57.1B | ||
| Q4 25 | $20.8B | $53.0B | ||
| Q3 25 | $20.7B | $50.1B | ||
| Q2 25 | $20.4B | $54.9B | ||
| Q1 25 | $19.8B | $55.4B | ||
| Q4 24 | $19.3B | $55.6B | ||
| Q3 24 | $20.3B | $55.2B | ||
| Q2 24 | $18.9B | $52.7B |
负债/权益比GPCQCOM
| Q1 26 | 1.03× | 0.56× | ||
| Q4 25 | 1.08× | 0.64× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.54× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | 0.99× | 0.49× | ||
| Q3 24 | — | 0.51× | ||
| Q2 24 | — | 0.53× |
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 | — | $7.4B |
| 自由现金流经营现金流 - 资本支出 | $-33.6M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 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 | — | 1.01× |
| 过去12个月自由现金流最近4个季度 | $548.0M | — |
8季度趋势，按日历期对齐
经营现金流GPCQCOM
| Q1 26 | — | $7.4B | ||
| Q4 25 | $380.1M | $5.0B | ||
| Q3 25 | $341.6M | $4.0B | ||
| Q2 25 | $209.9M | $2.9B | ||
| Q1 25 | $-40.8M | $2.6B | ||
| Q4 24 | $155.0M | $4.6B | ||
| Q3 24 | $484.3M | $2.6B | ||
| Q2 24 | $293.6M | $3.1B |
自由现金流GPCQCOM
| Q1 26 | $-33.6M | — | ||
| Q4 25 | $260.7M | $4.4B | ||
| Q3 25 | $240.0M | $3.6B | ||
| Q2 25 | $81.0M | $2.6B | ||
| Q1 25 | $-160.7M | $2.3B | ||
| Q4 24 | $-26.7M | $4.3B | ||
| Q3 24 | $358.0M | $2.4B | ||
| Q2 24 | $150.1M | $2.7B |
自由现金流率GPCQCOM
| Q1 26 | -0.5% | — | ||
| Q4 25 | 4.3% | 36.0% | ||
| Q3 25 | 3.8% | 31.8% | ||
| Q2 25 | 1.3% | 24.9% | ||
| Q1 25 | -2.7% | 21.3% | ||
| Q4 24 | -0.5% | 36.9% | ||
| Q3 24 | 6.0% | 23.3% | ||
| Q2 24 | 2.5% | 28.4% |
资本支出强度GPCQCOM
| Q1 26 | — | 10.2% | ||
| Q4 25 | 2.0% | 4.5% | ||
| Q3 25 | 1.6% | 3.6% | ||
| Q2 25 | 2.1% | 2.8% | ||
| Q1 25 | 2.0% | 1.9% | ||
| Q4 24 | 3.1% | 2.4% | ||
| Q3 24 | 2.1% | 2.5% | ||
| Q2 24 | 2.4% | 4.1% |
现金转化率GPCQCOM
| Q1 26 | — | 1.01× | ||
| Q4 25 | — | 1.65× | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 0.82× | 1.08× | ||
| Q1 25 | -0.21× | 0.91× | ||
| Q4 24 | 1.17× | 1.44× | ||
| Q3 24 | 2.14× | 0.91× | ||
| Q2 24 | 0.99× | 1.43× |
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
GPC
暂无分部数据
QCOM
| Equipment and services | $9.1B | 85% |
| Licensing | $1.5B | 15% |
