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汉瑞祥（HSIC）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
汉瑞祥的季度营收约是恩智浦的1.1倍（$3.4B vs $3.2B），恩智浦净利率更高（35.3% vs 2.9%，领先32.3%），汉瑞祥同比增速更快（7.7% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $338.0M），过去两年汉瑞祥的营收复合增速更高（4.1% vs 0.9%）
汉瑞祥（Henry Schein, Inc.）是美国的医疗保健产品及服务分销商，业务覆盖全球33个国家和地区，是全球面向诊所类牙科及医疗从业者的最大医疗解决方案供应商。公司连续14年入选Ethisphere评选的「全球最具道德企业」榜单，2025年再次登榜。
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。
HSIC vs NXPI — 直观对比
营收规模更大
HSIC
是对方的1.1倍
$3.2B
营收增速更快
HSIC
高出12.7%
-5.0%
净利率更高
NXPI
高出32.3%
2.9%
自由现金流更多
NXPI
多$376.0M
$338.0M
两年增速更快
HSIC
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $3.2B |
| 净利润 | $101.0M | $1.1B |
| 毛利率 | 30.9% | 59.5% |
| 营业利润率 | 4.7% | — |
| 净利率 | 2.9% | 35.3% |
| 营收同比 | 7.7% | -5.0% |
| 净利润同比 | 7.4% | 147.0% |
| 每股收益（稀释后） | $0.85 | $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HSICNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.4B | $3.3B | ||
| Q3 25 | $3.3B | $3.2B | ||
| Q2 25 | $3.2B | $2.9B | ||
| Q1 25 | $3.2B | $2.8B | ||
| Q4 24 | $3.2B | $3.1B | ||
| Q3 24 | $3.2B | $3.3B | ||
| Q2 24 | $3.1B | $3.1B |
净利润HSICNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $101.0M | $455.0M | ||
| Q3 25 | $101.0M | $631.0M | ||
| Q2 25 | $86.0M | $445.0M | ||
| Q1 25 | $110.0M | $490.0M | ||
| Q4 24 | $94.0M | $495.0M | ||
| Q3 24 | $99.0M | $718.0M | ||
| Q2 24 | $104.0M | $658.0M |
毛利率HSICNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 30.9% | 54.2% | ||
| Q3 25 | 30.7% | 56.3% | ||
| Q2 25 | 31.4% | 53.4% | ||
| Q1 25 | 31.6% | 55.0% | ||
| Q4 24 | 31.1% | 53.9% | ||
| Q3 24 | 31.3% | 57.4% | ||
| Q2 24 | 32.5% | 57.3% |
营业利润率HSICNXPI
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 22.3% | ||
| Q3 25 | 4.9% | 28.1% | ||
| Q2 25 | 4.7% | 23.5% | ||
| Q1 25 | 5.5% | 25.5% | ||
| Q4 24 | 4.9% | 21.7% | ||
| Q3 24 | 4.9% | 30.5% | ||
| Q2 24 | 5.1% | 28.7% |
净利率HSICNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 2.9% | 13.6% | ||
| Q3 25 | 3.0% | 19.9% | ||
| Q2 25 | 2.7% | 15.2% | ||
| Q1 25 | 3.5% | 17.3% | ||
| Q4 24 | 2.9% | 15.9% | ||
| Q3 24 | 3.1% | 22.1% | ||
| Q2 24 | 3.3% | 21.0% |
每股收益（稀释后）HSICNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $0.85 | $1.80 | ||
| Q3 25 | $0.84 | $2.48 | ||
| Q2 25 | $0.70 | $1.75 | ||
| Q1 25 | $0.88 | $1.92 | ||
| Q4 24 | $0.75 | $1.93 | ||
| Q3 24 | $0.78 | $2.79 | ||
| Q2 24 | $0.80 | $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 | $156.0M | $3.7B |
| 总债务越低越好 | $2.3B | $11.7B |
| 股东权益账面价值 | $3.2B | $10.9B |
| 总资产 | $11.2B | $27.1B |
| 负债/权益比越低杠杆越低 | 0.71× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资HSICNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $156.0M | $3.3B | ||
| Q3 25 | $136.0M | $3.5B | ||
| Q2 25 | $145.0M | $3.2B | ||
| Q1 25 | $127.0M | $4.0B | ||
| Q4 24 | $122.0M | $3.3B | ||
| Q3 24 | $126.0M | $2.7B | ||
| Q2 24 | $138.0M | $2.9B |
总债务HSICNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | $2.3B | $11.0B | ||
| Q3 25 | $2.2B | $11.0B | ||
| Q2 25 | $2.1B | $9.5B | ||
| Q1 25 | $2.0B | $10.2B | ||
| Q4 24 | $1.8B | $10.4B | ||
| Q3 24 | $1.9B | $9.7B | ||
| Q2 24 | $1.9B | $9.7B |
股东权益HSICNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $3.2B | $10.1B | ||
| Q3 25 | $3.4B | $10.0B | ||
| Q2 25 | $3.4B | $9.6B | ||
| Q1 25 | $3.3B | $9.3B | ||
| Q4 24 | $3.4B | $9.2B | ||
| Q3 24 | $3.5B | $9.4B | ||
| Q2 24 | $3.5B | $9.0B |
总资产HSICNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $11.2B | $26.6B | ||
| Q3 25 | $11.1B | $26.4B | ||
| Q2 25 | $10.9B | $25.3B | ||
| Q1 25 | $10.5B | $25.2B | ||
| Q4 24 | $10.2B | $24.4B | ||
| Q3 24 | $10.6B | $23.7B | ||
| Q2 24 | $10.3B | $23.2B |
负债/权益比HSICNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | 0.71× | 1.09× | ||
| Q3 25 | 0.64× | 1.09× | ||
| Q2 25 | 0.61× | 0.99× | ||
| Q1 25 | 0.59× | 1.10× | ||
| Q4 24 | 0.54× | 1.13× | ||
| Q3 24 | 0.54× | 1.03× | ||
| Q2 24 | 0.54× | 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 | $381.0M | — |
| 自由现金流经营现金流 - 资本支出 | $338.0M | $714.0M |
| 自由现金流率自由现金流/营收 | 9.8% | 22.4% |
| 资本支出强度资本支出/营收 | 1.3% | 2.5% |
| 现金转化率经营现金流/净利润 | 3.77× | — |
| 过去12个月自由现金流最近4个季度 | $573.0M | $2.7B |
8季度趋势，按日历期对齐
经营现金流HSICNXPI
| Q1 26 | — | — | ||
| Q4 25 | $381.0M | $891.0M | ||
| Q3 25 | $174.0M | $585.0M | ||
| Q2 25 | $120.0M | $779.0M | ||
| Q1 25 | $37.0M | $565.0M | ||
| Q4 24 | $204.0M | $391.0M | ||
| Q3 24 | $151.0M | $779.0M | ||
| Q2 24 | $296.0M | $761.0M |
自由现金流HSICNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $338.0M | $793.0M | ||
| Q3 25 | $141.0M | $508.0M | ||
| Q2 25 | $88.0M | $696.0M | ||
| Q1 25 | $6.0M | $426.0M | ||
| Q4 24 | $168.0M | $261.0M | ||
| Q3 24 | $117.0M | $593.0M | ||
| Q2 24 | $259.0M | $576.0M |
自由现金流率HSICNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 9.8% | 23.8% | ||
| Q3 25 | 4.2% | 16.0% | ||
| Q2 25 | 2.7% | 23.8% | ||
| Q1 25 | 0.2% | 15.0% | ||
| Q4 24 | 5.3% | 8.4% | ||
| Q3 24 | 3.7% | 18.2% | ||
| Q2 24 | 8.3% | 18.4% |
资本支出强度HSICNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 1.3% | 2.9% | ||
| Q3 25 | 1.0% | 2.4% | ||
| Q2 25 | 1.0% | 2.8% | ||
| Q1 25 | 1.0% | 4.9% | ||
| Q4 24 | 1.1% | 4.2% | ||
| Q3 24 | 1.1% | 5.7% | ||
| Q2 24 | 1.2% | 5.9% |
现金转化率HSICNXPI
| Q1 26 | — | — | ||
| Q4 25 | 3.77× | 1.96× | ||
| Q3 25 | 1.72× | 0.93× | ||
| Q2 25 | 1.40× | 1.75× | ||
| Q1 25 | 0.34× | 1.15× | ||
| Q4 24 | 2.17× | 0.79× | ||
| Q3 24 | 1.53× | 1.08× | ||
| Q2 24 | 2.85× | 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
HSIC
| Global Dental Merchandise | $1.2B | 35% |
| Global Medical | $1.1B | 31% |
| Global Dental Equipment | $536.0M | 16% |
| Global Specialty Products | $422.0M | 12% |
| Global Technology | $173.0M | 5% |
| Global Value Added Services | $64.0M | 2% |
| Equity Method Investee | $14.0M | 0% |
NXPI
暂无分部数据
