vs
宜瑞安(INGR)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宜瑞安的1.8倍($3.2B vs $1.8B),恩智浦净利率更高(35.3% vs 9.5%,领先25.8%),宜瑞安同比增速更快(-2.4% vs -5.0%),恩智浦自由现金流更多($714.0M vs $270.0M),过去两年恩智浦的营收复合增速更高(0.9% vs -3.4%)
宜瑞安(Ingredion Inc.)是总部位于美国伊利诺伊州的食品饮料配料供应商,主打产品包括淀粉、非转基因甜味剂、甜菊糖、豌豆蛋白等,以玉米、木薯、马铃薯、谷物、果蔬等为原料,产品供应食品、饮料、酿造、制药等多个行业,在全球44个站点拥有约1.2万名员工,客户覆盖超120个国家。
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。
INGR vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.8倍
$1.8B
营收增速更快
INGR
高出2.6%
-5.0%
净利率更高
NXPI
高出25.8%
9.5%
自由现金流更多
NXPI
多$444.0M
$270.0M
两年增速更快
NXPI
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $3.2B |
| 净利润 | $167.0M | $1.1B |
| 毛利率 | 24.5% | 59.5% |
| 营业利润率 | 12.5% | — |
| 净利率 | 9.5% | 35.3% |
| 营收同比 | -2.4% | -5.0% |
| 净利润同比 | 72.2% | 147.0% |
| 每股收益(稀释后) | $2.58 | $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
INGR
NXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $1.8B | $2.9B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | $1.9B | $3.1B |
净利润
INGR
NXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $167.0M | $455.0M | ||
| Q3 25 | $171.0M | $631.0M | ||
| Q2 25 | $196.0M | $445.0M | ||
| Q1 25 | $197.0M | $490.0M | ||
| Q4 24 | $97.0M | $495.0M | ||
| Q3 24 | $188.0M | $718.0M | ||
| Q2 24 | $148.0M | $658.0M |
毛利率
INGR
NXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 24.5% | 54.2% | ||
| Q3 25 | 25.1% | 56.3% | ||
| Q2 25 | 26.0% | 53.4% | ||
| Q1 25 | 25.7% | 55.0% | ||
| Q4 24 | 24.9% | 53.9% | ||
| Q3 24 | 25.6% | 57.4% | ||
| Q2 24 | 23.7% | 57.3% |
营业利润率
INGR
NXPI
| Q1 26 | — | — | ||
| Q4 25 | 12.5% | 22.3% | ||
| Q3 25 | 13.7% | 28.1% | ||
| Q2 25 | 14.8% | 23.5% | ||
| Q1 25 | 15.2% | 25.5% | ||
| Q4 24 | 9.0% | 21.7% | ||
| Q3 24 | 14.3% | 30.5% | ||
| Q2 24 | 12.8% | 28.7% |
净利率
INGR
NXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 9.5% | 13.6% | ||
| Q3 25 | 9.4% | 19.9% | ||
| Q2 25 | 10.7% | 15.2% | ||
| Q1 25 | 10.9% | 17.3% | ||
| Q4 24 | 5.4% | 15.9% | ||
| Q3 24 | 10.1% | 22.1% | ||
| Q2 24 | 7.9% | 21.0% |
每股收益(稀释后)
INGR
NXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $2.58 | $1.80 | ||
| Q3 25 | $2.61 | $2.48 | ||
| Q2 25 | $2.99 | $1.75 | ||
| Q1 25 | $3.00 | $1.92 | ||
| Q4 24 | $1.43 | $1.93 | ||
| Q3 24 | $2.83 | $2.79 | ||
| Q2 24 | $2.22 | $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 | $1.0B | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $4.3B | $10.9B |
| 总资产 | $7.9B | $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
INGR
NXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.0B | $3.3B | ||
| Q3 25 | $915.0M | $3.5B | ||
| Q2 25 | $861.0M | $3.2B | ||
| Q1 25 | $837.0M | $4.0B | ||
| Q4 24 | $997.0M | $3.3B | ||
| Q3 24 | $877.0M | $2.7B | ||
| Q2 24 | $505.0M | $2.9B |
总债务
INGR
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
INGR
NXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $4.3B | $10.1B | ||
| Q3 25 | $4.2B | $10.0B | ||
| Q2 25 | $4.2B | $9.6B | ||
| Q1 25 | $4.0B | $9.3B | ||
| Q4 24 | $3.8B | $9.2B | ||
| Q3 24 | $4.0B | $9.4B | ||
| Q2 24 | $3.7B | $9.0B |
总资产
INGR
NXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $7.9B | $26.6B | ||
| Q3 25 | $7.8B | $26.4B | ||
| Q2 25 | $7.8B | $25.3B | ||
| Q1 25 | $7.5B | $25.2B | ||
| Q4 24 | $7.4B | $24.4B | ||
| Q3 24 | $7.5B | $23.7B | ||
| Q2 24 | $7.2B | $23.2B |
负债/权益比
INGR
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 | $405.0M | — |
| 自由现金流经营现金流 - 资本支出 | $270.0M | $714.0M |
| 自由现金流率自由现金流/营收 | 15.4% | 22.4% |
| 资本支出强度资本支出/营收 | 7.7% | 2.5% |
| 现金转化率经营现金流/净利润 | 2.43× | — |
| 过去12个月自由现金流最近4个季度 | $511.0M | $2.7B |
8季度趋势,按日历期对齐
经营现金流
INGR
NXPI
| Q1 26 | — | — | ||
| Q4 25 | $405.0M | $891.0M | ||
| Q3 25 | $277.0M | $585.0M | ||
| Q2 25 | $185.0M | $779.0M | ||
| Q1 25 | $77.0M | $565.0M | ||
| Q4 24 | $436.0M | $391.0M | ||
| Q3 24 | $479.0M | $779.0M | ||
| Q2 24 | $312.0M | $761.0M |
自由现金流
INGR
NXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $270.0M | $793.0M | ||
| Q3 25 | $172.0M | $508.0M | ||
| Q2 25 | $84.0M | $696.0M | ||
| Q1 25 | $-15.0M | $426.0M | ||
| Q4 24 | $311.0M | $261.0M | ||
| Q3 24 | $429.0M | $593.0M | ||
| Q2 24 | $257.0M | $576.0M |
自由现金流率
INGR
NXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 15.4% | 23.8% | ||
| Q3 25 | 9.5% | 16.0% | ||
| Q2 25 | 4.6% | 23.8% | ||
| Q1 25 | -0.8% | 15.0% | ||
| Q4 24 | 17.3% | 8.4% | ||
| Q3 24 | 22.9% | 18.2% | ||
| Q2 24 | 13.7% | 18.4% |
资本支出强度
INGR
NXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 7.7% | 2.9% | ||
| Q3 25 | 5.8% | 2.4% | ||
| Q2 25 | 5.5% | 2.8% | ||
| Q1 25 | 5.1% | 4.9% | ||
| Q4 24 | 6.9% | 4.2% | ||
| Q3 24 | 2.7% | 5.7% | ||
| Q2 24 | 2.9% | 5.9% |
现金转化率
INGR
NXPI
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 1.96× | ||
| Q3 25 | 1.62× | 0.93× | ||
| Q2 25 | 0.94× | 1.75× | ||
| Q1 25 | 0.39× | 1.15× | ||
| Q4 24 | 4.49× | 0.79× | ||
| Q3 24 | 2.55× | 1.08× | ||
| Q2 24 | 2.11× | 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
INGR
| Food And Industrial Ingredients LATAM Segment | $599.0M | 34% |
| Texture And Healthful Solutions Segment | $598.0M | 34% |
| Food And Industrial Ingredients U.S.Canada Segment | $486.0M | 28% |
| Other | $74.0M | 4% |
NXPI
暂无分部数据