vs
ICAHN ENTERPRISES L.P.(IEP)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ICAHN ENTERPRISES L.P.的1.2倍($3.2B vs $2.7B),恩智浦净利率更高(35.3% vs 0.0%,领先35.2%),ICAHN ENTERPRISES L.P.同比增速更快(5.4% vs -5.0%),恩智浦自由现金流更多($714.0M vs $-496.0M),过去两年ICAHN ENTERPRISES L.P.的营收复合增速更高(4.5% vs 0.9%)
伊坎企业有限合伙企业是美国上市的 Master 有限合伙企业与多元化集团,总部位于佛罗里达州阳光岛海滩的弥尔顿大厦。公司投资布局覆盖能源、汽车、食品包装、金属、房地产、家居时尚等多个领域,由知名投资人卡尔·伊坎控股,其持股比例达86%。
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。
IEP vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.2倍
$2.7B
营收增速更快
IEP
高出10.4%
-5.0%
净利率更高
NXPI
高出35.2%
0.0%
自由现金流更多
NXPI
多$1.2B
$-496.0M
两年增速更快
IEP
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.7B | $3.2B |
| 净利润 | $1.0M | $1.1B |
| 毛利率 | — | 59.5% |
| 营业利润率 | 0.6% | — |
| 净利率 | 0.0% | 35.3% |
| 营收同比 | 5.4% | -5.0% |
| 净利润同比 | 101.0% | 147.0% |
| 每股收益(稀释后) | — | $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
IEP
NXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.7B | $3.3B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.4B | $2.9B | ||
| Q1 25 | $1.9B | $2.8B | ||
| Q4 24 | $2.6B | $3.1B | ||
| Q3 24 | $2.8B | $3.3B | ||
| Q2 24 | $2.2B | $3.1B |
净利润
IEP
NXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.0M | $455.0M | ||
| Q3 25 | $287.0M | $631.0M | ||
| Q2 25 | $-165.0M | $445.0M | ||
| Q1 25 | $-422.0M | $490.0M | ||
| Q4 24 | $-98.0M | $495.0M | ||
| Q3 24 | $22.0M | $718.0M | ||
| Q2 24 | $-331.0M | $658.0M |
毛利率
IEP
NXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | — | 54.2% | ||
| Q3 25 | — | 56.3% | ||
| Q2 25 | — | 53.4% | ||
| Q1 25 | — | 55.0% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | — | 57.4% | ||
| Q2 24 | — | 57.3% |
营业利润率
IEP
NXPI
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 22.3% | ||
| Q3 25 | 19.7% | 28.1% | ||
| Q2 25 | -10.4% | 23.5% | ||
| Q1 25 | -35.0% | 25.5% | ||
| Q4 24 | -5.2% | 21.7% | ||
| Q3 24 | 2.4% | 30.5% | ||
| Q2 24 | -21.9% | 28.7% |
净利率
IEP
NXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 0.0% | 13.6% | ||
| Q3 25 | 10.5% | 19.9% | ||
| Q2 25 | -7.0% | 15.2% | ||
| Q1 25 | -22.6% | 17.3% | ||
| Q4 24 | -3.8% | 15.9% | ||
| Q3 24 | 0.8% | 22.1% | ||
| Q2 24 | -15.0% | 21.0% |
每股收益(稀释后)
IEP
NXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | — | $1.80 | ||
| Q3 25 | — | $2.48 | ||
| Q2 25 | — | $1.75 | ||
| Q1 25 | — | $1.92 | ||
| Q4 24 | — | $1.93 | ||
| Q3 24 | — | $2.79 | ||
| Q2 24 | — | $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 | $1.4B | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | — | $10.9B |
| 总资产 | $14.2B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势,按日历期对齐
现金及短期投资
IEP
NXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.4B | $3.3B | ||
| Q3 25 | $1.8B | $3.5B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | $2.2B | $4.0B | ||
| Q4 24 | $2.6B | $3.3B | ||
| Q3 24 | $2.3B | $2.7B | ||
| Q2 24 | $2.2B | $2.9B |
总债务
IEP
NXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | — | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益
IEP
NXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | — | $10.1B | ||
| Q3 25 | — | $10.0B | ||
| Q2 25 | — | $9.6B | ||
| Q1 25 | — | $9.3B | ||
| Q4 24 | — | $9.2B | ||
| Q3 24 | — | $9.4B | ||
| Q2 24 | — | $9.0B |
总资产
IEP
NXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $14.2B | $26.6B | ||
| Q3 25 | $14.8B | $26.4B | ||
| Q2 25 | $14.8B | $25.3B | ||
| Q1 25 | $15.5B | $25.2B | ||
| Q4 24 | $16.3B | $24.4B | ||
| Q3 24 | $17.4B | $23.7B | ||
| Q2 24 | $18.0B | $23.2B |
负债/权益比
IEP
NXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 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 | $-421.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-496.0M | $714.0M |
| 自由现金流率自由现金流/营收 | -18.4% | 22.4% |
| 资本支出强度资本支出/营收 | 2.8% | 2.5% |
| 现金转化率经营现金流/净利润 | -421.00× | — |
| 过去12个月自由现金流最近4个季度 | $-654.0M | $2.7B |
8季度趋势,按日历期对齐
经营现金流
IEP
NXPI
| Q1 26 | — | — | ||
| Q4 25 | $-421.0M | $891.0M | ||
| Q3 25 | $15.0M | $585.0M | ||
| Q2 25 | $275.0M | $779.0M | ||
| Q1 25 | $-182.0M | $565.0M | ||
| Q4 24 | $244.0M | $391.0M | ||
| Q3 24 | $-54.0M | $779.0M | ||
| Q2 24 | $893.0M | $761.0M |
自由现金流
IEP
NXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $-496.0M | $793.0M | ||
| Q3 25 | $-67.0M | $508.0M | ||
| Q2 25 | $179.0M | $696.0M | ||
| Q1 25 | $-270.0M | $426.0M | ||
| Q4 24 | $156.0M | $261.0M | ||
| Q3 24 | $-112.0M | $593.0M | ||
| Q2 24 | $827.0M | $576.0M |
自由现金流率
IEP
NXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | -18.4% | 23.8% | ||
| Q3 25 | -2.5% | 16.0% | ||
| Q2 25 | 7.6% | 23.8% | ||
| Q1 25 | -14.5% | 15.0% | ||
| Q4 24 | 6.1% | 8.4% | ||
| Q3 24 | -4.0% | 18.2% | ||
| Q2 24 | 37.6% | 18.4% |
资本支出强度
IEP
NXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 2.8% | 2.9% | ||
| Q3 25 | 3.0% | 2.4% | ||
| Q2 25 | 4.1% | 2.8% | ||
| Q1 25 | 4.7% | 4.9% | ||
| Q4 24 | 3.4% | 4.2% | ||
| Q3 24 | 2.1% | 5.7% | ||
| Q2 24 | 3.0% | 5.9% |
现金转化率
IEP
NXPI
| Q1 26 | — | — | ||
| Q4 25 | -421.00× | 1.96× | ||
| Q3 25 | 0.05× | 0.93× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 1.15× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | -2.45× | 1.08× | ||
| Q2 24 | — | 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
IEP
| Public Utilities Inventory Petroleum Products | $1.6B | 61% |
| Other | $381.0M | 14% |
| Automotive Services | $345.0M | 13% |
| Nitrogen Fertilizer Products | $131.0M | 5% |
| Food Packaging Segment | $82.0M | 3% |
| Home Fashion Segment | $45.0M | 2% |
| Renewable Products | $32.0M | 1% |
| Pharma Segment | $23.0M | 1% |
| Holding Company | $11.0M | 0% |
NXPI
暂无分部数据