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荷美尔食品（HRL）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
恩智浦的季度营收约是荷美尔食品的1.0倍（$3.3B vs $3.2B），恩智浦净利率更高（13.6% vs -1.8%，领先15.4%），恩智浦同比增速更快（7.2% vs 1.5%），恩智浦自由现金流更多（$793.0M vs $231.4M），过去两年恩智浦的营收复合增速更高（3.3% vs 3.1%）
荷美尔食品是1891年于美国明尼苏达州奥斯汀成立的跨国食品加工企业，由乔治·A·荷美尔创立。品牌最初主营火腿、香肠等各类畜肉产品的包装与销售，1937年推出斯帕姆午餐肉，上世纪80年代起逐步拓展多元化包装及冷藏食品产品线。
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。
HRL vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.0倍
$3.2B
营收增速更快
NXPI
高出5.7%
1.5%
净利率更高
NXPI
高出15.4%
-1.8%
自由现金流更多
NXPI
多$561.6M
$231.4M
两年增速更快
NXPI
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $3.3B |
| 净利润 | $-56.1M | $455.0M |
| 毛利率 | 14.0% | 54.2% |
| 营业利润率 | 0.1% | 22.3% |
| 净利率 | -1.8% | 13.6% |
| 营收同比 | 1.5% | 7.2% |
| 净利润同比 | -125.5% | -8.1% |
| 每股收益（稀释后） | $-0.10 | $1.80 |
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HRLNXPI
| Q4 25 | $3.2B | $3.3B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $2.9B | $2.9B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $3.1B | $3.1B | ||
| Q3 24 | $2.9B | $3.3B | ||
| Q2 24 | $2.9B | $3.1B | ||
| Q1 24 | $3.0B | $3.1B |
净利润HRLNXPI
| Q4 25 | $-56.1M | $455.0M | ||
| Q3 25 | $183.7M | $631.0M | ||
| Q2 25 | $180.0M | $445.0M | ||
| Q1 25 | $170.6M | $490.0M | ||
| Q4 24 | $220.2M | $495.0M | ||
| Q3 24 | $176.7M | $718.0M | ||
| Q2 24 | $189.3M | $658.0M | ||
| Q1 24 | $218.9M | $639.0M |
毛利率HRLNXPI
| Q4 25 | 14.0% | 54.2% | ||
| Q3 25 | 16.1% | 56.3% | ||
| Q2 25 | 16.7% | 53.4% | ||
| Q1 25 | 15.9% | 55.0% | ||
| Q4 24 | 16.6% | 53.9% | ||
| Q3 24 | 16.8% | 57.4% | ||
| Q2 24 | 17.4% | 57.3% | ||
| Q1 24 | 17.0% | 57.0% |
营业利润率HRLNXPI
| Q4 25 | 0.1% | 22.3% | ||
| Q3 25 | 7.9% | 28.1% | ||
| Q2 25 | 8.6% | 23.5% | ||
| Q1 25 | 7.6% | 25.5% | ||
| Q4 24 | 9.4% | 21.7% | ||
| Q3 24 | 8.2% | 30.5% | ||
| Q2 24 | 8.7% | 28.7% | ||
| Q1 24 | 9.5% | 27.4% |
净利率HRLNXPI
| Q4 25 | -1.8% | 13.6% | ||
| Q3 25 | 6.1% | 19.9% | ||
| Q2 25 | 6.2% | 15.2% | ||
| Q1 25 | 5.7% | 17.3% | ||
| Q4 24 | 7.0% | 15.9% | ||
| Q3 24 | 6.1% | 22.1% | ||
| Q2 24 | 6.6% | 21.0% | ||
| Q1 24 | 7.3% | 20.4% |
每股收益（稀释后）HRLNXPI
| Q4 25 | $-0.10 | $1.80 | ||
| Q3 25 | $0.33 | $2.48 | ||
| Q2 25 | $0.33 | $1.75 | ||
| Q1 25 | $0.31 | $1.92 | ||
| Q4 24 | $0.41 | $1.93 | ||
| Q3 24 | $0.32 | $2.79 | ||
| Q2 24 | $0.34 | $2.54 | ||
| Q1 24 | $0.40 | $2.47 |
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 | $703.6M | $3.3B |
| 总债务越低越好 | $2.9B | $11.0B |
| 股东权益账面价值 | $7.9B | $10.1B |
| 总资产 | $13.4B | $26.6B |
| 负债/权益比越低杠杆越低 | 0.36× | 1.09× |
8季度趋势，按日历期对齐
现金及短期投资HRLNXPI
| Q4 25 | $703.6M | $3.3B | ||
| Q3 25 | $630.7M | $3.5B | ||
| Q2 25 | $699.0M | $3.2B | ||
| Q1 25 | $866.4M | $4.0B | ||
| Q4 24 | $766.6M | $3.3B | ||
| Q3 24 | $561.9M | $2.7B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $981.9M | $2.9B |
总债务HRLNXPI
| Q4 25 | $2.9B | $11.0B | ||
| Q3 25 | $2.9B | $11.0B | ||
| Q2 25 | $2.9B | $9.5B | ||
| Q1 25 | $2.9B | $10.2B | ||
| Q4 24 | $2.9B | $10.4B | ||
| Q3 24 | $2.9B | $9.7B | ||
| Q2 24 | $2.9B | $9.7B | ||
| Q1 24 | $2.4B | $10.2B |
股东权益HRLNXPI
| Q4 25 | $7.9B | $10.1B | ||
| Q3 25 | $8.1B | $10.0B | ||
| Q2 25 | $8.0B | $9.6B | ||
| Q1 25 | $8.0B | $9.3B | ||
| Q4 24 | $8.0B | $9.2B | ||
| Q3 24 | $7.9B | $9.4B | ||
| Q2 24 | $7.9B | $9.0B | ||
| Q1 24 | $7.8B | $8.8B |
总资产HRLNXPI
| Q4 25 | $13.4B | $26.6B | ||
| Q3 25 | $13.5B | $26.4B | ||
| Q2 25 | $13.4B | $25.3B | ||
| Q1 25 | $13.4B | $25.2B | ||
| Q4 24 | $13.4B | $24.4B | ||
| Q3 24 | $13.1B | $23.7B | ||
| Q2 24 | $14.1B | $23.2B | ||
| Q1 24 | $13.5B | $23.3B |
负债/权益比HRLNXPI
| Q4 25 | 0.36× | 1.09× | ||
| Q3 25 | 0.35× | 1.09× | ||
| Q2 25 | 0.35× | 0.99× | ||
| Q1 25 | 0.36× | 1.10× | ||
| Q4 24 | 0.36× | 1.13× | ||
| Q3 24 | 0.36× | 1.03× | ||
| Q2 24 | 0.36× | 1.07× | ||
| Q1 24 | 0.30× | 1.15× |
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 | $322.9M | $891.0M |
| 自由现金流经营现金流 - 资本支出 | $231.4M | $793.0M |
| 自由现金流率自由现金流/营收 | 7.3% | 23.8% |
| 资本支出强度资本支出/营收 | 2.9% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.96× |
| 过去12个月自由现金流最近4个季度 | $534.3M | $2.4B |
8季度趋势，按日历期对齐
经营现金流HRLNXPI
| Q4 25 | $322.9M | $891.0M | ||
| Q3 25 | $156.7M | $585.0M | ||
| Q2 25 | $56.4M | $779.0M | ||
| Q1 25 | $309.2M | $565.0M | ||
| Q4 24 | $408.6M | $391.0M | ||
| Q3 24 | $218.0M | $779.0M | ||
| Q2 24 | $236.1M | $761.0M | ||
| Q1 24 | $404.0M | $851.0M |
自由现金流HRLNXPI
| Q4 25 | $231.4M | $793.0M | ||
| Q3 25 | $84.5M | $508.0M | ||
| Q2 25 | $-18.6M | $696.0M | ||
| Q1 25 | $237.0M | $426.0M | ||
| Q4 24 | $324.8M | $261.0M | ||
| Q3 24 | $152.5M | $593.0M | ||
| Q2 24 | $176.2M | $576.0M | ||
| Q1 24 | $356.8M | $625.0M |
自由现金流率HRLNXPI
| Q4 25 | 7.3% | 23.8% | ||
| Q3 25 | 2.8% | 16.0% | ||
| Q2 25 | -0.6% | 23.8% | ||
| Q1 25 | 7.9% | 15.0% | ||
| Q4 24 | 10.4% | 8.4% | ||
| Q3 24 | 5.3% | 18.2% | ||
| Q2 24 | 6.1% | 18.4% | ||
| Q1 24 | 11.9% | 20.0% |
资本支出强度HRLNXPI
| Q4 25 | 2.9% | 2.9% | ||
| Q3 25 | 2.4% | 2.4% | ||
| Q2 25 | 2.6% | 2.8% | ||
| Q1 25 | 2.4% | 4.9% | ||
| Q4 24 | 2.7% | 4.2% | ||
| Q3 24 | 2.3% | 5.7% | ||
| Q2 24 | 2.1% | 5.9% | ||
| Q1 24 | 1.6% | 7.2% |
现金转化率HRLNXPI
| Q4 25 | — | 1.96× | ||
| Q3 25 | 0.85× | 0.93× | ||
| Q2 25 | 0.31× | 1.75× | ||
| Q1 25 | 1.81× | 1.15× | ||
| Q4 24 | 1.86× | 0.79× | ||
| Q3 24 | 1.23× | 1.08× | ||
| Q2 24 | 1.25× | 1.16× | ||
| Q1 24 | 1.85× | 1.33× |
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
HRL
| Retail Segment | $1.9B | 60% |
| Foodservice Segment | $1.1B | 34% |
| Other | $174.7M | 5% |
NXPI
| Distributors | $2.0B | 61% |
| Other | $1.3B | 38% |
