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英特尔（INTC）与纽蒙特（NEM）财务数据对比。点击上方公司名可切换其他公司
英特尔的季度营收约是纽蒙特的1.9倍（$13.6B vs $7.3B），纽蒙特净利率更高（26.0% vs -6.5%，领先32.6%），英特尔同比增速更快（7.0% vs -31.4%），纽蒙特自由现金流更多（$1.2B vs $-2.0B），过去两年纽蒙特的营收复合增速更高（28.8% vs 2.9%）
英特尔是总部位于美国加利福尼亚州圣克拉拉的跨国科技企业，主营CPU等计算机核心零部件的研发、生产与销售，产品覆盖企业级及消费级市场。2024年按营收统计为全球第三大半导体芯片制造商，自2007年起持续入选美国财富500强榜单。
纽蒙特公司是总部位于美国科罗拉多州丹佛市的金矿企业，为全球规模最大的金矿开采集团。公司成立于1921年，在全球十余个国家持有金矿资产，还与巴里克矿业共同持有内华达金矿的部分股权，除黄金外也开采铜、银、锌、铅等多种金属。
INTC vs NEM — 直观对比
营收规模更大
INTC
是对方的1.9倍
$7.3B
营收增速更快
INTC
高出38.4%
-31.4%
净利率更高
NEM
高出32.6%
-6.5%
自由现金流更多
NEM
多$3.2B
$-2.0B
两年增速更快
NEM
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $13.6B | $7.3B |
| 净利润 | $-887.0M | $1.9B |
| 毛利率 | 34.4% | — |
| 营业利润率 | — | — |
| 净利率 | -6.5% | 26.0% |
| 营收同比 | 7.0% | -31.4% |
| 净利润同比 | -382.6% | -8.3% |
| 每股收益（稀释后） | $-0.73 | $1.68 |
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INTCNEM
| Q1 26 | $13.6B | $7.3B | ||
| Q4 25 | $13.7B | $6.8B | ||
| Q3 25 | $13.7B | $5.5B | ||
| Q2 25 | $12.9B | $5.3B | ||
| Q1 25 | $12.7B | $5.0B | ||
| Q4 24 | $14.3B | $5.7B | ||
| Q3 24 | $13.3B | $4.6B | ||
| Q2 24 | $12.8B | $4.4B |
净利润INTCNEM
| Q1 26 | $-887.0M | $1.9B | ||
| Q4 25 | $-591.0M | $1.3B | ||
| Q3 25 | $4.1B | $1.8B | ||
| Q2 25 | $-2.9B | $2.1B | ||
| Q1 25 | $-821.0M | $1.9B | ||
| Q4 24 | $-126.0M | $1.4B | ||
| Q3 24 | $-16.6B | $922.0M | ||
| Q2 24 | $-1.6B | $853.0M |
毛利率INTCNEM
| Q1 26 | 34.4% | — | ||
| Q4 25 | 36.1% | — | ||
| Q3 25 | 38.2% | — | ||
| Q2 25 | 27.5% | — | ||
| Q1 25 | 36.9% | — | ||
| Q4 24 | 39.2% | — | ||
| Q3 24 | 15.0% | — | ||
| Q2 24 | 35.4% | — |
营业利润率INTCNEM
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 47.6% | ||
| Q3 25 | 5.0% | 45.4% | ||
| Q2 25 | -24.7% | 58.6% | ||
| Q1 25 | -2.4% | 49.3% | ||
| Q4 24 | 2.9% | 36.3% | ||
| Q3 24 | -68.2% | 23.0% | ||
| Q2 24 | -15.3% | 23.5% |
净利率INTCNEM
| Q1 26 | -6.5% | 26.0% | ||
| Q4 25 | -4.3% | 19.1% | ||
| Q3 25 | 29.8% | 33.2% | ||
| Q2 25 | -22.7% | 38.8% | ||
| Q1 25 | -6.5% | 37.7% | ||
| Q4 24 | -0.9% | 24.8% | ||
| Q3 24 | -125.3% | 20.0% | ||
| Q2 24 | -12.5% | 19.4% |
每股收益（稀释后）INTCNEM
| Q1 26 | $-0.73 | $1.68 | ||
| Q4 25 | $-0.10 | $1.19 | ||
| Q3 25 | $0.90 | $1.67 | ||
| Q2 25 | $-0.67 | $1.85 | ||
| Q1 25 | $-0.19 | $1.68 | ||
| Q4 24 | $-0.03 | $1.23 | ||
| Q3 24 | $-3.88 | $0.80 | ||
| Q2 24 | $-0.38 | $0.74 |
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 | $32.8B | $4.7B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $125.0B | $31.4B |
| 总资产 | $205.3B | $55.5B |
| 负债/权益比越低杠杆越低 | 0.02× | — |
8季度趋势，按日历期对齐
现金及短期投资INTCNEM
| Q1 26 | $32.8B | $4.7B | ||
| Q4 25 | $14.3B | $8.2B | ||
| Q3 25 | $11.1B | $6.0B | ||
| Q2 25 | $9.6B | $6.7B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | $8.2B | $3.6B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $2.7B |
总债务INTCNEM
| Q1 26 | $2.0B | — | ||
| Q4 25 | $46.6B | $5.1B | ||
| Q3 25 | — | $5.2B | ||
| Q2 25 | — | $7.1B | ||
| Q1 25 | — | $7.5B | ||
| Q4 24 | $50.0B | $8.5B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | — | $8.7B |
股东权益INTCNEM
| Q1 26 | $125.0B | $31.4B | ||
| Q4 25 | $114.3B | $33.9B | ||
| Q3 25 | $106.4B | $33.2B | ||
| Q2 25 | $97.9B | $32.1B | ||
| Q1 25 | $99.8B | $31.2B | ||
| Q4 24 | $99.3B | $29.9B | ||
| Q3 24 | $99.5B | $29.7B | ||
| Q2 24 | $115.2B | $29.4B |
总资产INTCNEM
| Q1 26 | $205.3B | $55.5B | ||
| Q4 25 | $211.4B | $57.1B | ||
| Q3 25 | $204.5B | $54.7B | ||
| Q2 25 | $192.5B | $55.2B | ||
| Q1 25 | $192.2B | $55.5B | ||
| Q4 24 | $196.5B | $56.3B | ||
| Q3 24 | $193.5B | $56.2B | ||
| Q2 24 | $206.2B | $55.7B |
负债/权益比INTCNEM
| Q1 26 | 0.02× | — | ||
| Q4 25 | 0.41× | 0.15× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | 0.50× | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.30× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-2.0B | $1.2B |
| 自由现金流率自由现金流/营收 | -14.8% | 16.5% |
| 资本支出强度资本支出/营收 | 36.6% | 11.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-2.6B | $7.3B |
8季度趋势，按日历期对齐
经营现金流INTCNEM
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $3.6B | ||
| Q3 25 | $2.5B | $2.3B | ||
| Q2 25 | $2.0B | $2.4B | ||
| Q1 25 | $813.0M | $2.0B | ||
| Q4 24 | $3.2B | $2.5B | ||
| Q3 24 | $4.1B | $1.6B | ||
| Q2 24 | $2.3B | $1.4B |
自由现金流INTCNEM
| Q1 26 | $-2.0B | $1.2B | ||
| Q4 25 | $800.0M | $2.8B | ||
| Q3 25 | $121.0M | $1.6B | ||
| Q2 25 | $-1.5B | $1.7B | ||
| Q1 25 | $-4.4B | $1.2B | ||
| Q4 24 | $-2.7B | $1.6B | ||
| Q3 24 | $-2.4B | $771.0M | ||
| Q2 24 | $-3.4B | $628.0M |
自由现金流率INTCNEM
| Q1 26 | -14.8% | 16.5% | ||
| Q4 25 | 5.9% | 41.3% | ||
| Q3 25 | 0.9% | 28.4% | ||
| Q2 25 | -11.7% | 32.2% | ||
| Q1 25 | -34.5% | 24.1% | ||
| Q4 24 | -18.7% | 28.9% | ||
| Q3 24 | -18.1% | 16.7% | ||
| Q2 24 | -26.4% | 14.3% |
资本支出强度INTCNEM
| Q1 26 | 36.6% | 11.3% | ||
| Q4 25 | 25.5% | 11.9% | ||
| Q3 25 | 17.8% | 13.2% | ||
| Q2 25 | 27.6% | 12.7% | ||
| Q1 25 | 40.9% | 16.5% | ||
| Q4 24 | 40.9% | 15.5% | ||
| Q3 24 | 48.6% | 19.0% | ||
| Q2 24 | 44.3% | 18.2% |
现金转化率INTCNEM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.78× | ||
| Q3 25 | 0.63× | 1.25× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.79× | ||
| Q2 24 | — | 1.67× |
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
INTC
| Intel Products | $12.8B | 94% |
| All other | $600.0M | 4% |
NEM
| Consolidated gold sales, net | $6.0B | 83% |
| Other | $506.0M | 7% |
| Consolidated copper sales, net | $354.0M | 5% |
| Consolidated silver sales, net | $188.0M | 3% |
| Consolidated zinc sales, net | $181.0M | 2% |
| Consolidated lead sales, net | $42.0M | 1% |
