vs
洲际交易所（ICE）与Mobileye Global Inc.（MBLY）财务数据对比。点击上方公司名可切换其他公司
洲际交易所的季度营收约是Mobileye Global Inc.的1.6倍（$3.1B vs $1.9B），Mobileye Global Inc.同比增速更快（27.4% vs 3.7%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 5.9%）
洲际交易所（ICE）是2000年成立的美国跨国金融服务企业，运营全球金融交易所与清算所，提供抵押技术、数据及上市服务，位列财富500强、标普500及罗素1000指数成分股，旗下拥有金融及大宗商品市场交易所，运营12家受监管的交易场所，业务覆盖美加欧等多地期货市场。
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
ICE vs MBLY — 直观对比
营收规模更大
ICE
是对方的1.6倍
$1.9B
营收增速更快
MBLY
高出23.7%
3.7%
两年增速更快
MBLY
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $1.9B |
| 净利润 | $851.0M | — |
| 毛利率 | — | 14.2% |
| 营业利润率 | 39.4% | — |
| 净利率 | 27.1% | — |
| 营收同比 | 3.7% | 27.4% |
| 净利润同比 | 21.9% | — |
| 每股收益（稀释后） | $1.49 | — |
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ICEMBLY
| Q1 26 | — | $1.9B | ||
| Q4 25 | $3.1B | $446.0M | ||
| Q3 25 | $3.0B | $504.0M | ||
| Q2 25 | $3.3B | $506.0M | ||
| Q1 25 | $3.2B | $438.0M | ||
| Q4 24 | $3.0B | $490.0M | ||
| Q3 24 | $3.0B | $486.0M | ||
| Q2 24 | $2.9B | $439.0M |
净利润ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | $851.0M | $-127.0M | ||
| Q3 25 | $816.0M | $-96.0M | ||
| Q2 25 | $851.0M | $-67.0M | ||
| Q1 25 | $797.0M | $-102.0M | ||
| Q4 24 | $698.0M | $-71.0M | ||
| Q3 24 | $657.0M | $-2.7B | ||
| Q2 24 | $632.0M | $-86.0M |
毛利率ICEMBLY
| Q1 26 | — | 14.2% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
营业利润率ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | 39.4% | -31.4% | ||
| Q3 25 | 39.0% | -21.6% | ||
| Q2 25 | 39.8% | -14.6% | ||
| Q1 25 | 37.8% | -26.7% | ||
| Q4 24 | 35.5% | -17.6% | ||
| Q3 24 | 36.4% | -577.6% | ||
| Q2 24 | 36.8% | -21.4% |
净利率ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | 27.1% | -28.5% | ||
| Q3 25 | 27.1% | -19.0% | ||
| Q2 25 | 26.1% | -13.2% | ||
| Q1 25 | 24.7% | -23.3% | ||
| Q4 24 | 23.0% | -14.5% | ||
| Q3 24 | 21.7% | -558.6% | ||
| Q2 24 | 21.8% | -19.6% |
每股收益（稀释后）ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | $1.49 | $-0.15 | ||
| Q3 25 | $1.42 | $-0.12 | ||
| Q2 25 | $1.48 | $-0.08 | ||
| Q1 25 | $1.38 | $-0.13 | ||
| Q4 24 | $1.21 | $-0.09 | ||
| Q3 24 | $1.14 | $-3.35 | ||
| Q2 24 | $1.10 | $-0.11 |
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 | $837.0M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $28.9B | $8.2B |
| 总资产 | $136.9B | $8.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ICEMBLY
| Q1 26 | — | $1.2B | ||
| Q4 25 | $837.0M | $1.8B | ||
| Q3 25 | $850.0M | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $783.0M | $1.5B | ||
| Q4 24 | $844.0M | $1.4B | ||
| Q3 24 | $755.0M | $1.3B | ||
| Q2 24 | $885.0M | $1.2B |
股东权益ICEMBLY
| Q1 26 | — | $8.2B | ||
| Q4 25 | $28.9B | $11.9B | ||
| Q3 25 | $28.6B | $11.9B | ||
| Q2 25 | $28.4B | $12.1B | ||
| Q1 25 | $28.0B | $12.0B | ||
| Q4 24 | $27.6B | $12.1B | ||
| Q3 24 | $27.2B | $12.1B | ||
| Q2 24 | $26.7B | $14.7B |
总资产ICEMBLY
| Q1 26 | — | $8.7B | ||
| Q4 25 | $136.9B | $12.5B | ||
| Q3 25 | $140.9B | $12.5B | ||
| Q2 25 | $144.2B | $12.6B | ||
| Q1 25 | $142.9B | $12.5B | ||
| Q4 24 | $139.4B | $12.6B | ||
| Q3 24 | $135.2B | $12.6B | ||
| Q2 24 | $137.7B | $15.3B |
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 | $1.3B | $75.0M |
| 自由现金流经营现金流 - 资本支出 | $1.1B | — |
| 自由现金流率自由现金流/营收 | 35.3% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 现金转化率经营现金流/净利润 | 1.50× | — |
| 过去12个月自由现金流最近4个季度 | $4.3B | — |
8季度趋势，按日历期对齐
经营现金流ICEMBLY
| Q1 26 | — | $75.0M | ||
| Q4 25 | $1.3B | $113.0M | ||
| Q3 25 | $915.0M | $167.0M | ||
| Q2 25 | $1.5B | $213.0M | ||
| Q1 25 | $966.0M | $109.0M | ||
| Q4 24 | $1.5B | $204.0M | ||
| Q3 24 | $898.0M | $126.0M | ||
| Q2 24 | $1.2B | $30.0M |
自由现金流ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $86.0M | ||
| Q3 25 | $853.0M | $143.0M | ||
| Q2 25 | $1.4B | $199.0M | ||
| Q1 25 | $881.0M | $95.0M | ||
| Q4 24 | $1.3B | $191.0M | ||
| Q3 24 | $819.0M | $104.0M | ||
| Q2 24 | $1.1B | $6.0M |
自由现金流率ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | 35.3% | 19.3% | ||
| Q3 25 | 28.4% | 28.4% | ||
| Q2 25 | 44.3% | 39.3% | ||
| Q1 25 | 27.3% | 21.7% | ||
| Q4 24 | 43.3% | 39.0% | ||
| Q3 24 | 27.0% | 21.4% | ||
| Q2 24 | 38.7% | 1.4% |
资本支出强度ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 6.1% | ||
| Q3 25 | 2.1% | 4.8% | ||
| Q2 25 | 1.8% | 2.8% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 6.4% | 2.7% | ||
| Q3 24 | 2.6% | 4.5% | ||
| Q2 24 | 2.6% | 5.5% |
现金转化率ICEMBLY
| Q1 26 | — | — | ||
| Q4 25 | 1.50× | — | ||
| Q3 25 | 1.12× | — | ||
| Q2 25 | 1.77× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 2.16× | — | ||
| Q3 24 | 1.37× | — | ||
| Q2 24 | 1.89× | — |
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
ICE
| Other | $1.9B | 60% |
| Fixed Income Data And Analytics | $318.0M | 10% |
| Exchange Data | $266.0M | 8% |
| Origination Technology | $188.0M | 6% |
| Financial Futures And Options | $155.0M | 5% |
| Listings | $125.0M | 4% |
| OT Cand Other Transactions | $97.0M | 3% |
| Closing Solutions | $60.0M | 2% |
| Fixed Income Execution | $29.0M | 1% |
| Product And Service Net Interest Income | $26.0M | 1% |
MBLY
暂无分部数据
