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GROUP 1 AUTOMOTIVE INC（GPI）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GROUP 1 AUTOMOTIVE INC的2.0倍（$10.6B vs $5.4B），高通净利率更高（69.5% vs 2.4%，领先67.1%），GROUP 1 AUTOMOTIVE INC同比增速更快（-1.8% vs -3.5%），过去两年GROUP 1 AUTOMOTIVE INC的营收复合增速更高（7.3% vs 6.2%）
Group 1 Automotive Inc是《财富》300强跨国汽车零售商，在美国及英国设有汽车经销门店与碰撞维修中心，业务涵盖新旧乘用车、轻型卡车销售，配套金融服务办理、车辆维保及汽车零配件销售，截至2024年全球员工规模超2万人。
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。
GPI vs QCOM — 直观对比
营收规模更大
QCOM
是对方的2.0倍
$5.4B
营收增速更快
GPI
高出1.7%
-3.5%
净利率更高
QCOM
高出67.1%
2.4%
两年增速更快
GPI
近两年复合增速
6.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $10.6B |
| 净利润 | $130.2M | $7.4B |
| 毛利率 | 16.2% | 53.8% |
| 营业利润率 | 4.5% | 21.8% |
| 净利率 | 2.4% | 69.5% |
| 营收同比 | -1.8% | -3.5% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $10.82 | $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GPIQCOM
| Q1 26 | $5.4B | $10.6B | ||
| Q4 25 | $5.6B | $12.3B | ||
| Q3 25 | $5.8B | $11.3B | ||
| Q2 25 | $5.7B | $10.4B | ||
| Q1 25 | $5.5B | $11.0B | ||
| Q4 24 | $5.5B | $11.7B | ||
| Q3 24 | $5.2B | $10.2B | ||
| Q2 24 | $4.7B | $9.4B |
净利润GPIQCOM
| Q1 26 | $130.2M | $7.4B | ||
| Q4 25 | $43.6M | $3.0B | ||
| Q3 25 | $13.0M | $-3.1B | ||
| Q2 25 | $140.5M | $2.7B | ||
| Q1 25 | $128.1M | $2.8B | ||
| Q4 24 | $94.7M | $3.2B | ||
| Q3 24 | $117.3M | $2.9B | ||
| Q2 24 | $138.2M | $2.1B |
毛利率GPIQCOM
| Q1 26 | 16.2% | 53.8% | ||
| Q4 25 | 15.7% | 54.6% | ||
| Q3 25 | 15.9% | 55.3% | ||
| Q2 25 | 16.4% | 55.6% | ||
| Q1 25 | 16.2% | 55.0% | ||
| Q4 24 | 15.9% | 55.8% | ||
| Q3 24 | 16.3% | 56.4% | ||
| Q2 24 | 16.3% | 55.6% |
营业利润率GPIQCOM
| Q1 26 | 4.5% | 21.8% | ||
| Q4 25 | 2.5% | 27.5% | ||
| Q3 25 | 1.9% | 25.9% | ||
| Q2 25 | 4.4% | 26.6% | ||
| Q1 25 | 4.2% | 28.4% | ||
| Q4 24 | 3.5% | 30.5% | ||
| Q3 24 | 4.4% | 25.2% | ||
| Q2 24 | 5.1% | 23.6% |
净利率GPIQCOM
| Q1 26 | 2.4% | 69.5% | ||
| Q4 25 | 0.8% | 24.5% | ||
| Q3 25 | 0.2% | -27.7% | ||
| Q2 25 | 2.5% | 25.7% | ||
| Q1 25 | 2.3% | 25.6% | ||
| Q4 24 | 1.7% | 27.3% | ||
| Q3 24 | 2.2% | 28.5% | ||
| Q2 24 | 2.9% | 22.7% |
每股收益（稀释后）GPIQCOM
| Q1 26 | $10.82 | $6.88 | ||
| Q4 25 | $3.75 | $2.78 | ||
| Q3 25 | $1.00 | $-2.77 | ||
| Q2 25 | $10.82 | $2.43 | ||
| Q1 25 | $9.67 | $2.52 | ||
| Q4 24 | $7.15 | $2.83 | ||
| Q3 24 | $8.69 | $2.57 | ||
| Q2 24 | $10.17 | $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 | $41.7M | $5.4B |
| 总债务越低越好 | — | $15.3B |
| 股东权益账面价值 | $2.8B | $27.3B |
| 总资产 | — | $57.1B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资GPIQCOM
| Q1 26 | $41.7M | $5.4B | ||
| Q4 25 | $32.5M | $11.8B | ||
| Q3 25 | $30.8M | $10.2B | ||
| Q2 25 | $52.7M | $10.0B | ||
| Q1 25 | $70.5M | $13.8B | ||
| Q4 24 | $34.4M | $14.3B | ||
| Q3 24 | $58.7M | $13.3B | ||
| Q2 24 | $64.4M | $13.0B |
总债务GPIQCOM
| Q1 26 | — | $15.3B | ||
| Q4 25 | $3.4B | $14.8B | ||
| Q3 25 | $3.3B | $14.8B | ||
| Q2 25 | $3.1B | $14.8B | ||
| Q1 25 | $2.7B | $13.3B | ||
| Q4 24 | $2.7B | $13.2B | ||
| Q3 24 | $2.7B | $13.3B | ||
| Q2 24 | $2.3B | $13.2B |
股东权益GPIQCOM
| Q1 26 | $2.8B | $27.3B | ||
| Q4 25 | $2.8B | $23.1B | ||
| Q3 25 | $3.1B | $21.2B | ||
| Q2 25 | $3.1B | $27.2B | ||
| Q1 25 | $3.0B | $27.7B | ||
| Q4 24 | $3.0B | $26.9B | ||
| Q3 24 | $3.0B | $26.3B | ||
| Q2 24 | $2.9B | $24.7B |
总资产GPIQCOM
| Q1 26 | — | $57.1B | ||
| Q4 25 | $10.3B | $53.0B | ||
| Q3 25 | $10.4B | $50.1B | ||
| Q2 25 | $10.2B | $54.9B | ||
| Q1 25 | $9.9B | $55.4B | ||
| Q4 24 | $9.8B | $55.6B | ||
| Q3 24 | $10.0B | $55.2B | ||
| Q2 24 | $8.9B | $52.7B |
负债/权益比GPIQCOM
| Q1 26 | — | 0.56× | ||
| Q4 25 | 1.23× | 0.64× | ||
| Q3 25 | 1.06× | 0.70× | ||
| Q2 25 | 0.97× | 0.54× | ||
| Q1 25 | 0.89× | 0.48× | ||
| Q4 24 | 0.92× | 0.49× | ||
| Q3 24 | 0.91× | 0.51× | ||
| Q2 24 | 0.80× | 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 | — | — |
| 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 | — | 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 | — | — |
8季度趋势，按日历期对齐
经营现金流GPIQCOM
| Q1 26 | — | $7.4B | ||
| Q4 25 | $129.2M | $5.0B | ||
| Q3 25 | $155.0M | $4.0B | ||
| Q2 25 | $251.6M | $2.9B | ||
| Q1 25 | $158.7M | $2.6B | ||
| Q4 24 | $212.6M | $4.6B | ||
| Q3 24 | $243.9M | $2.6B | ||
| Q2 24 | $-124.1M | $3.1B |
自由现金流GPIQCOM
| Q1 26 | — | — | ||
| Q4 25 | $51.4M | $4.4B | ||
| Q3 25 | $86.7M | $3.6B | ||
| Q2 25 | $179.9M | $2.6B | ||
| Q1 25 | $106.5M | $2.3B | ||
| Q4 24 | $120.1M | $4.3B | ||
| Q3 24 | $194.2M | $2.4B | ||
| Q2 24 | $-163.8M | $2.7B |
自由现金流率GPIQCOM
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 36.0% | ||
| Q3 25 | 1.5% | 31.8% | ||
| Q2 25 | 3.2% | 24.9% | ||
| Q1 25 | 1.9% | 21.3% | ||
| Q4 24 | 2.2% | 36.9% | ||
| Q3 24 | 3.7% | 23.3% | ||
| Q2 24 | -3.5% | 28.4% |
资本支出强度GPIQCOM
| Q1 26 | — | 10.2% | ||
| Q4 25 | 1.4% | 4.5% | ||
| Q3 25 | 1.2% | 3.6% | ||
| Q2 25 | 1.3% | 2.8% | ||
| Q1 25 | 0.9% | 1.9% | ||
| Q4 24 | 1.7% | 2.4% | ||
| Q3 24 | 1.0% | 2.5% | ||
| Q2 24 | 0.8% | 4.1% |
现金转化率GPIQCOM
| Q1 26 | — | 1.01× | ||
| Q4 25 | 2.96× | 1.65× | ||
| Q3 25 | 11.92× | — | ||
| Q2 25 | 1.79× | 1.08× | ||
| Q1 25 | 1.24× | 0.91× | ||
| Q4 24 | 2.24× | 1.44× | ||
| Q3 24 | 2.08× | 0.91× | ||
| Q2 24 | -0.90× | 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
GPI
| New vehicle retail sales | $2.6B | 47% |
| Used vehicle retail sales | $1.8B | 33% |
| Parts and service sales | $704.4M | 13% |
| Finance, insurance and other, net | $215.9M | 4% |
| Used vehicle wholesale sales | $149.5M | 3% |
QCOM
| Equipment and services | $9.1B | 85% |
| Licensing | $1.5B | 15% |
