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固铂轮胎（GT）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
固铂轮胎的季度营收约是恩智浦的1.5倍（$4.9B vs $3.2B），恩智浦净利率更高（35.3% vs 2.1%，领先33.1%），固铂轮胎同比增速更快（-0.6% vs -5.0%），固铂轮胎自由现金流更多（$1.3B vs $714.0M），过去两年固铂轮胎的营收复合增速更高（4.1% vs 0.9%）
固铂轮胎橡胶公司是美国知名轮胎企业，专注于乘用车、卡车替换轮胎的设计、生产、营销与销售，旗下子公司还覆盖中型卡车、摩托车及赛车轮胎业务。公司总部位于俄亥俄州芬德利，在全球拥有60处制造、销售、配送、技术及研发设计基地，旗下还拥有英国雅芳轮胎品牌，生产摩托车等品类的轮胎产品。
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。
GT vs NXPI — 直观对比
营收规模更大
GT
是对方的1.5倍
$3.2B
营收增速更快
GT
高出4.4%
-5.0%
净利率更高
NXPI
高出33.1%
2.1%
自由现金流更多
GT
多$621.0M
$714.0M
两年增速更快
GT
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $3.2B |
| 净利润 | $105.0M | $1.1B |
| 毛利率 | 20.9% | 59.5% |
| 营业利润率 | 3.3% | — |
| 净利率 | 2.1% | 35.3% |
| 营收同比 | -0.6% | -5.0% |
| 净利润同比 | 43.8% | 147.0% |
| 每股收益（稀释后） | $0.36 | $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GTNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $4.9B | $3.3B | ||
| Q3 25 | $4.6B | $3.2B | ||
| Q2 25 | $4.5B | $2.9B | ||
| Q1 25 | $4.3B | $2.8B | ||
| Q4 24 | $4.9B | $3.1B | ||
| Q3 24 | $4.8B | $3.3B | ||
| Q2 24 | $4.6B | $3.1B |
净利润GTNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $105.0M | $455.0M | ||
| Q3 25 | $-2.2B | $631.0M | ||
| Q2 25 | $254.0M | $445.0M | ||
| Q1 25 | $115.0M | $490.0M | ||
| Q4 24 | $73.0M | $495.0M | ||
| Q3 24 | $-37.0M | $718.0M | ||
| Q2 24 | $79.0M | $658.0M |
毛利率GTNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 20.9% | 54.2% | ||
| Q3 25 | 18.2% | 56.3% | ||
| Q2 25 | 17.0% | 53.4% | ||
| Q1 25 | 17.4% | 55.0% | ||
| Q4 24 | 19.9% | 53.9% | ||
| Q3 24 | 19.5% | 57.4% | ||
| Q2 24 | 20.6% | 57.3% |
营业利润率GTNXPI
| Q1 26 | — | — | ||
| Q4 25 | 3.3% | 22.3% | ||
| Q3 25 | -15.8% | 28.1% | ||
| Q2 25 | 6.8% | 23.5% | ||
| Q1 25 | 3.1% | 25.5% | ||
| Q4 24 | 1.5% | 21.7% | ||
| Q3 24 | -0.6% | 30.5% | ||
| Q2 24 | 2.9% | 28.7% |
净利率GTNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 2.1% | 13.6% | ||
| Q3 25 | -47.3% | 19.9% | ||
| Q2 25 | 5.7% | 15.2% | ||
| Q1 25 | 2.7% | 17.3% | ||
| Q4 24 | 1.5% | 15.9% | ||
| Q3 24 | -0.8% | 22.1% | ||
| Q2 24 | 1.7% | 21.0% |
每股收益（稀释后）GTNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $0.36 | $1.80 | ||
| Q3 25 | $-7.62 | $2.48 | ||
| Q2 25 | $0.87 | $1.75 | ||
| Q1 25 | $0.40 | $1.92 | ||
| Q4 24 | $0.25 | $1.93 | ||
| Q3 24 | $-0.13 | $2.79 | ||
| Q2 24 | $0.28 | $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 | $801.0M | $3.7B |
| 总债务越低越好 | $5.3B | $11.7B |
| 股东权益账面价值 | $3.2B | $10.9B |
| 总资产 | $18.2B | $27.1B |
| 负债/权益比越低杠杆越低 | 1.65× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资GTNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $801.0M | $3.3B | ||
| Q3 25 | $810.0M | $3.5B | ||
| Q2 25 | $785.0M | $3.2B | ||
| Q1 25 | $902.0M | $4.0B | ||
| Q4 24 | $810.0M | $3.3B | ||
| Q3 24 | $905.0M | $2.7B | ||
| Q2 24 | $789.0M | $2.9B |
总债务GTNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $5.3B | $11.0B | ||
| Q3 25 | $7.3B | $11.0B | ||
| Q2 25 | $6.6B | $9.5B | ||
| Q1 25 | $7.3B | $10.2B | ||
| Q4 24 | $6.4B | $10.4B | ||
| Q3 24 | $7.4B | $9.7B | ||
| Q2 24 | $6.8B | $9.7B |
股东权益GTNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $3.2B | $10.1B | ||
| Q3 25 | $3.0B | $10.0B | ||
| Q2 25 | $5.1B | $9.6B | ||
| Q1 25 | $4.9B | $9.3B | ||
| Q4 24 | $4.7B | $9.2B | ||
| Q3 24 | $4.7B | $9.4B | ||
| Q2 24 | $4.7B | $9.0B |
总资产GTNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $18.2B | $26.6B | ||
| Q3 25 | $20.2B | $26.4B | ||
| Q2 25 | $22.3B | $25.3B | ||
| Q1 25 | $21.7B | $25.2B | ||
| Q4 24 | $20.9B | $24.4B | ||
| Q3 24 | $22.5B | $23.7B | ||
| Q2 24 | $22.0B | $23.2B |
负债/权益比GTNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 1.65× | 1.09× | ||
| Q3 25 | 2.42× | 1.09× | ||
| Q2 25 | 1.28× | 0.99× | ||
| Q1 25 | 1.48× | 1.10× | ||
| Q4 24 | 1.37× | 1.13× | ||
| Q3 24 | 1.57× | 1.03× | ||
| Q2 24 | 1.45× | 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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $714.0M |
| 自由现金流率自由现金流/营收 | 27.2% | 22.4% |
| 资本支出强度资本支出/营收 | 3.6% | 2.5% |
| 现金转化率经营现金流/净利润 | 14.40× | — |
| 过去12个月自由现金流最近4个季度 | $-30.0M | $2.7B |
8季度趋势，按日历期对齐
经营现金流GTNXPI
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $891.0M | ||
| Q3 25 | $2.0M | $585.0M | ||
| Q2 25 | $-180.0M | $779.0M | ||
| Q1 25 | $-538.0M | $565.0M | ||
| Q4 24 | $1.3B | $391.0M | ||
| Q3 24 | $-73.0M | $779.0M | ||
| Q2 24 | $-67.0M | $761.0M |
自由现金流GTNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $1.3B | $793.0M | ||
| Q3 25 | $-181.0M | $508.0M | ||
| Q2 25 | $-387.0M | $696.0M | ||
| Q1 25 | $-797.0M | $426.0M | ||
| Q4 24 | $1.0B | $261.0M | ||
| Q3 24 | $-351.0M | $593.0M | ||
| Q2 24 | $-383.0M | $576.0M |
自由现金流率GTNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 27.2% | 23.8% | ||
| Q3 25 | -3.9% | 16.0% | ||
| Q2 25 | -8.7% | 23.8% | ||
| Q1 25 | -18.7% | 15.0% | ||
| Q4 24 | 20.5% | 8.4% | ||
| Q3 24 | -7.3% | 18.2% | ||
| Q2 24 | -8.4% | 18.4% |
资本支出强度GTNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 3.6% | 2.9% | ||
| Q3 25 | 3.9% | 2.4% | ||
| Q2 25 | 4.6% | 2.8% | ||
| Q1 25 | 6.1% | 4.9% | ||
| Q4 24 | 5.6% | 4.2% | ||
| Q3 24 | 5.8% | 5.7% | ||
| Q2 24 | 6.9% | 5.9% |
现金转化率GTNXPI
| Q1 26 | — | — | ||
| Q4 25 | 14.40× | 1.96× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | -0.71× | 1.75× | ||
| Q1 25 | -4.68× | 1.15× | ||
| Q4 24 | 17.66× | 0.79× | ||
| Q3 24 | — | 1.08× | ||
| Q2 24 | -0.85× | 1.16× |
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
GT
| Tire Unit Sales | $2.4B | 50% |
| Other | $2.3B | 46% |
| Other Tireand Related Sales | $192.0M | 4% |
NXPI
暂无分部数据
