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ICAHN ENTERPRISES L.P.（IEP）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
ICAHN ENTERPRISES L.P.的季度营收约是捷迈邦美的1.3倍（$2.7B vs $2.1B），捷迈邦美净利率更高（11.4% vs 0.0%，领先11.4%），捷迈邦美同比增速更快（9.3% vs 5.4%），捷迈邦美自由现金流更多（$245.9M vs $-496.0M），过去两年ICAHN ENTERPRISES L.P.的营收复合增速更高（4.5% vs 3.7%）
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%。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
IEP vs ZBH — 直观对比
营收规模更大
IEP
是对方的1.3倍
$2.1B
营收增速更快
ZBH
高出4.0%
5.4%
净利率更高
ZBH
高出11.4%
0.0%
自由现金流更多
ZBH
多$741.9M
$-496.0M
两年增速更快
IEP
近两年复合增速
3.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.1B |
| 净利润 | $1.0M | $238.3M |
| 毛利率 | — | 64.6% |
| 营业利润率 | 0.6% | 17.9% |
| 净利率 | 0.0% | 11.4% |
| 营收同比 | 5.4% | 9.3% |
| 净利润同比 | 101.0% | 30.5% |
| 每股收益（稀释后） | — | $1.22 |
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IEPZBH
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.7B | $2.2B | ||
| Q3 25 | $2.7B | $2.0B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $2.6B | $2.0B | ||
| Q3 24 | $2.8B | $1.8B | ||
| Q2 24 | $2.2B | $1.9B |
净利润IEPZBH
| Q1 26 | — | $238.3M | ||
| Q4 25 | $1.0M | $139.4M | ||
| Q3 25 | $287.0M | $230.9M | ||
| Q2 25 | $-165.0M | $152.8M | ||
| Q1 25 | $-422.0M | $182.0M | ||
| Q4 24 | $-98.0M | $239.5M | ||
| Q3 24 | $22.0M | $249.1M | ||
| Q2 24 | $-331.0M | $242.8M |
毛利率IEPZBH
| Q1 26 | — | 64.6% | ||
| Q4 25 | — | 64.7% | ||
| Q3 25 | — | 72.1% | ||
| Q2 25 | — | 71.5% | ||
| Q1 25 | — | 71.2% | ||
| Q4 24 | — | 71.0% | ||
| Q3 24 | — | 70.5% | ||
| Q2 24 | — | 71.5% |
营业利润率IEPZBH
| Q1 26 | — | 17.9% | ||
| Q4 25 | 0.6% | 6.9% | ||
| Q3 25 | 19.7% | 17.6% | ||
| Q2 25 | -10.4% | 14.4% | ||
| Q1 25 | -35.0% | 15.3% | ||
| Q4 24 | -5.2% | 19.2% | ||
| Q3 24 | 2.4% | 15.3% | ||
| Q2 24 | -21.9% | 18.1% |
净利率IEPZBH
| Q1 26 | — | 11.4% | ||
| Q4 25 | 0.0% | 6.2% | ||
| Q3 25 | 10.5% | 11.5% | ||
| Q2 25 | -7.0% | 7.4% | ||
| Q1 25 | -22.6% | 9.5% | ||
| Q4 24 | -3.8% | 11.8% | ||
| Q3 24 | 0.8% | 13.7% | ||
| Q2 24 | -15.0% | 12.5% |
每股收益（稀释后）IEPZBH
| Q1 26 | — | $1.22 | ||
| Q4 25 | — | $0.71 | ||
| Q3 25 | — | $1.16 | ||
| Q2 25 | — | $0.77 | ||
| Q1 25 | — | $0.91 | ||
| Q4 24 | — | $1.18 | ||
| Q3 24 | — | $1.23 | ||
| Q2 24 | — | $1.18 |
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 | $424.2M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | — | $12.7B |
| 总资产 | $14.2B | $22.7B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资IEPZBH
| Q1 26 | — | $424.2M | ||
| Q4 25 | $1.4B | $591.9M | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | $1.8B | $556.9M | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.6B | $525.5M | ||
| Q3 24 | $2.3B | $569.0M | ||
| Q2 24 | $2.2B | $420.1M |
总债务IEPZBH
| Q1 26 | — | $7.5B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IEPZBH
| Q1 26 | — | $12.7B | ||
| Q4 25 | — | $12.7B | ||
| Q3 25 | — | $12.8B | ||
| Q2 25 | — | $12.5B | ||
| Q1 25 | — | $12.4B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | — | $12.4B | ||
| Q2 24 | — | $12.7B |
总资产IEPZBH
| Q1 26 | — | $22.7B | ||
| Q4 25 | $14.2B | $23.1B | ||
| Q3 25 | $14.8B | $23.5B | ||
| Q2 25 | $14.8B | $22.9B | ||
| Q1 25 | $15.5B | $22.2B | ||
| Q4 24 | $16.3B | $21.4B | ||
| Q3 24 | $17.4B | $21.7B | ||
| Q2 24 | $18.0B | $21.5B |
负债/权益比IEPZBH
| Q1 26 | — | 0.59× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $359.4M |
| 自由现金流经营现金流 - 资本支出 | $-496.0M | $245.9M |
| 自由现金流率自由现金流/营收 | -18.4% | 11.8% |
| 资本支出强度资本支出/营收 | 2.8% | — |
| 现金转化率经营现金流/净利润 | -421.00× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $-654.0M | $1.4B |
8季度趋势，按日历期对齐
经营现金流IEPZBH
| Q1 26 | — | $359.4M | ||
| Q4 25 | $-421.0M | $517.4M | ||
| Q3 25 | $15.0M | $418.7M | ||
| Q2 25 | $275.0M | $378.2M | ||
| Q1 25 | $-182.0M | $382.8M | ||
| Q4 24 | $244.0M | $506.3M | ||
| Q3 24 | $-54.0M | $395.7M | ||
| Q2 24 | $893.0M | $369.4M |
自由现金流IEPZBH
| Q1 26 | — | $245.9M | ||
| Q4 25 | $-496.0M | $442.6M | ||
| Q3 25 | $-67.0M | $363.7M | ||
| Q2 25 | $179.0M | $328.1M | ||
| Q1 25 | $-270.0M | $338.2M | ||
| Q4 24 | $156.0M | $454.8M | ||
| Q3 24 | $-112.0M | $351.2M | ||
| Q2 24 | $827.0M | $316.7M |
自由现金流率IEPZBH
| Q1 26 | — | 11.8% | ||
| Q4 25 | -18.4% | 19.7% | ||
| Q3 25 | -2.5% | 18.2% | ||
| Q2 25 | 7.6% | 15.8% | ||
| Q1 25 | -14.5% | 17.7% | ||
| Q4 24 | 6.1% | 22.5% | ||
| Q3 24 | -4.0% | 19.3% | ||
| Q2 24 | 37.6% | 16.3% |
资本支出强度IEPZBH
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 3.3% | ||
| Q3 25 | 3.0% | 2.7% | ||
| Q2 25 | 4.1% | 2.4% | ||
| Q1 25 | 4.7% | 2.3% | ||
| Q4 24 | 3.4% | 2.5% | ||
| Q3 24 | 2.1% | 2.4% | ||
| Q2 24 | 3.0% | 2.7% |
现金转化率IEPZBH
| Q1 26 | — | 1.51× | ||
| Q4 25 | -421.00× | 3.71× | ||
| Q3 25 | 0.05× | 1.81× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | — | 2.10× | ||
| Q4 24 | — | 2.11× | ||
| Q3 24 | -2.45× | 1.59× | ||
| Q2 24 | — | 1.52× |
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% |
ZBH
暂无分部数据
