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亨斯迈（HUN）与Qorvo, Inc.（QRVO）财务数据对比。点击上方公司名可切换其他公司
亨斯迈的季度营收约是Qorvo, Inc.的1.4倍（$1.4B vs $993.0M），Qorvo, Inc.净利率更高（16.5% vs -7.1%，领先23.6%），Qorvo, Inc.同比增速更快（8.4% vs -6.7%），Qorvo, Inc.自由现金流更多（$236.9M vs $19.0M），过去两年Qorvo, Inc.的营收复合增速更高（2.7% vs -4.0%）
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头，面向消费端与工业客户生产、销售各类化工产品，主营聚氨酯、高性能材料及胶粘剂，客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地，员工约7000人。
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
HUN vs QRVO — 直观对比
营收规模更大
HUN
是对方的1.4倍
$993.0M
营收增速更快
QRVO
高出15.0%
-6.7%
净利率更高
QRVO
高出23.6%
-7.1%
自由现金流更多
QRVO
多$217.9M
$19.0M
两年增速更快
QRVO
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $993.0M |
| 净利润 | $-96.0M | $164.1M |
| 毛利率 | 12.1% | 46.7% |
| 营业利润率 | -4.4% | 19.4% |
| 净利率 | -7.1% | 16.5% |
| 营收同比 | -6.7% | 8.4% |
| 净利润同比 | 31.9% | 297.5% |
| 每股收益（稀释后） | $-0.56 | $1.75 |
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HUNQRVO
| Q4 25 | $1.4B | $993.0M | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.5B | $818.8M | ||
| Q1 25 | $1.4B | $869.5M | ||
| Q4 24 | $1.5B | $916.3M | ||
| Q3 24 | $1.5B | $1.0B | ||
| Q2 24 | $1.6B | $886.7M | ||
| Q1 24 | $1.5B | $941.0M |
净利润HUNQRVO
| Q4 25 | $-96.0M | $164.1M | ||
| Q3 25 | $-25.0M | $119.6M | ||
| Q2 25 | $-158.0M | $25.6M | ||
| Q1 25 | $-5.0M | $31.4M | ||
| Q4 24 | $-141.0M | $41.3M | ||
| Q3 24 | $-33.0M | $-17.4M | ||
| Q2 24 | $22.0M | $414.0K | ||
| Q1 24 | $-37.0M | $2.7M |
毛利率HUNQRVO
| Q4 25 | 12.1% | 46.7% | ||
| Q3 25 | 14.0% | 47.0% | ||
| Q2 25 | 12.5% | 40.5% | ||
| Q1 25 | 14.3% | 42.2% | ||
| Q4 24 | 12.9% | 42.7% | ||
| Q3 24 | 15.2% | 42.6% | ||
| Q2 24 | 15.4% | 37.5% | ||
| Q1 24 | 13.7% | 40.6% |
营业利润率HUNQRVO
| Q4 25 | -4.4% | 19.4% | ||
| Q3 25 | 0.4% | 14.9% | ||
| Q2 25 | -8.2% | 3.7% | ||
| Q1 25 | 3.0% | 3.2% | ||
| Q4 24 | -4.3% | 5.8% | ||
| Q3 24 | 2.7% | 0.9% | ||
| Q2 24 | 2.2% | 0.5% | ||
| Q1 24 | -2.6% | 3.2% |
净利率HUNQRVO
| Q4 25 | -7.1% | 16.5% | ||
| Q3 25 | -1.7% | 11.3% | ||
| Q2 25 | -10.8% | 3.1% | ||
| Q1 25 | -0.4% | 3.6% | ||
| Q4 24 | -9.7% | 4.5% | ||
| Q3 24 | -2.1% | -1.7% | ||
| Q2 24 | 1.4% | 0.0% | ||
| Q1 24 | -2.5% | 0.3% |
每股收益（稀释后）HUNQRVO
| Q4 25 | $-0.56 | $1.75 | ||
| Q3 25 | $-0.14 | $1.28 | ||
| Q2 25 | $-0.92 | $0.27 | ||
| Q1 25 | $-0.03 | $0.33 | ||
| Q4 24 | $-0.82 | $0.43 | ||
| Q3 24 | $-0.19 | $-0.18 | ||
| Q2 24 | $0.13 | $0.00 | ||
| Q1 24 | $-0.22 | $0.04 |
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 | $429.0M | $1.3B |
| 总债务越低越好 | $2.0B | $1.5B |
| 股东权益账面价值 | $2.8B | $3.7B |
| 总资产 | $7.0B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资HUNQRVO
| Q4 25 | $429.0M | $1.3B | ||
| Q3 25 | $468.0M | $1.1B | ||
| Q2 25 | $399.0M | $1.2B | ||
| Q1 25 | $334.0M | $1.0B | ||
| Q4 24 | $340.0M | $769.4M | ||
| Q3 24 | $330.0M | $1.1B | ||
| Q2 24 | $335.0M | $1.1B | ||
| Q1 24 | $552.0M | $1.0B |
总债务HUNQRVO
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $1.8B | $1.5B | ||
| Q3 24 | $1.9B | $1.5B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $2.1B | $1.5B |
股东权益HUNQRVO
| Q4 25 | $2.8B | $3.7B | ||
| Q3 25 | $2.8B | $3.5B | ||
| Q2 25 | $2.8B | $3.4B | ||
| Q1 25 | $3.0B | $3.4B | ||
| Q4 24 | $3.0B | $3.4B | ||
| Q3 24 | $3.1B | $3.4B | ||
| Q2 24 | $3.1B | $3.5B | ||
| Q1 24 | $3.2B | $3.6B |
总资产HUNQRVO
| Q4 25 | $7.0B | $6.2B | ||
| Q3 25 | $7.1B | $6.1B | ||
| Q2 25 | $7.1B | $6.0B | ||
| Q1 25 | $7.2B | $5.9B | ||
| Q4 24 | $7.1B | $6.0B | ||
| Q3 24 | $7.3B | $6.5B | ||
| Q2 24 | $7.3B | $6.4B | ||
| Q1 24 | $7.6B | $6.6B |
负债/权益比HUNQRVO
| Q4 25 | 0.73× | 0.42× | ||
| Q3 25 | 0.73× | 0.44× | ||
| Q2 25 | 0.72× | 0.45× | ||
| Q1 25 | 0.66× | 0.46× | ||
| Q4 24 | 0.62× | 0.46× | ||
| Q3 24 | 0.60× | 0.45× | ||
| Q2 24 | 0.62× | 0.44× | ||
| Q1 24 | 0.65× | 0.44× |
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 | $76.0M | $265.4M |
| 自由现金流经营现金流 - 资本支出 | $19.0M | $236.9M |
| 自由现金流率自由现金流/营收 | 1.4% | 23.9% |
| 资本支出强度资本支出/营收 | 4.2% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | $116.0M | $595.2M |
8季度趋势，按日历期对齐
经营现金流HUNQRVO
| Q4 25 | $76.0M | $265.4M | ||
| Q3 25 | $196.0M | $84.0M | ||
| Q2 25 | $91.0M | $182.9M | ||
| Q1 25 | $-74.0M | $199.2M | ||
| Q4 24 | $153.0M | $214.1M | ||
| Q3 24 | $129.0M | $127.8M | ||
| Q2 24 | $46.0M | $81.1M | ||
| Q1 24 | $-65.0M | — |
自由现金流HUNQRVO
| Q4 25 | $19.0M | $236.9M | ||
| Q3 25 | $153.0M | $42.2M | ||
| Q2 25 | $54.0M | $145.4M | ||
| Q1 25 | $-110.0M | $170.7M | ||
| Q4 24 | $102.0M | $176.2M | ||
| Q3 24 | $88.0M | $94.8M | ||
| Q2 24 | $-4.0M | $42.9M | ||
| Q1 24 | $-107.0M | — |
自由现金流率HUNQRVO
| Q4 25 | 1.4% | 23.9% | ||
| Q3 25 | 10.5% | 4.0% | ||
| Q2 25 | 3.7% | 17.8% | ||
| Q1 25 | -7.8% | 19.6% | ||
| Q4 24 | 7.0% | 19.2% | ||
| Q3 24 | 5.7% | 9.1% | ||
| Q2 24 | -0.3% | 4.8% | ||
| Q1 24 | -7.3% | — |
资本支出强度HUNQRVO
| Q4 25 | 4.2% | 2.9% | ||
| Q3 25 | 2.9% | 3.9% | ||
| Q2 25 | 2.5% | 4.6% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 3.5% | 4.1% | ||
| Q3 24 | 2.7% | 3.2% | ||
| Q2 24 | 3.2% | 4.3% | ||
| Q1 24 | 2.9% | — |
现金转化率HUNQRVO
| Q4 25 | — | 1.62× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 7.15× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | — | 5.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.09× | 195.86× | ||
| Q1 24 | — | — |
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
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
