vs
英特尔(INTC)与维萨(V)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维萨的1.2倍($13.6B vs $11.2B),维萨净利率更高(53.4% vs -6.5%,领先60.0%),维萨同比增速更快(17.0% vs 7.0%),过去两年维萨的营收复合增速更高(12.3% 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。
维萨(Visa Inc.)是总部位于美国加利福尼亚州旧金山的跨国支付卡服务企业,业务覆盖全球电子资金转账领域,旗下拥有Visa品牌的信用卡、借记卡、预付卡等多条产品线,为全球消费者及商户提供安全便捷的电子支付解决方案。
INTC vs V — 直观对比
营收规模更大
INTC
是对方的1.2倍
$11.2B
营收增速更快
V
高出10.0%
7.0%
净利率更高
V
高出60.0%
-6.5%
两年增速更快
V
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $13.6B | $11.2B |
| 净利润 | $-887.0M | $6.0B |
| 毛利率 | 34.4% | — |
| 营业利润率 | — | 64.4% |
| 净利率 | -6.5% | 53.4% |
| 营收同比 | 7.0% | 17.0% |
| 净利润同比 | -382.6% | 32.0% |
| 每股收益(稀释后) | $-0.73 | — |
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
INTC
V
| Q2 26 | — | $11.2B | ||
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.7B | $10.9B | ||
| Q3 25 | $13.7B | $10.7B | ||
| Q2 25 | $12.9B | $10.2B | ||
| Q1 25 | $12.7B | $9.6B | ||
| Q4 24 | $14.3B | $9.5B | ||
| Q3 24 | $13.3B | $9.6B |
净利润
INTC
V
| Q2 26 | — | $6.0B | ||
| Q1 26 | $-887.0M | — | ||
| Q4 25 | $-591.0M | $5.9B | ||
| Q3 25 | $4.1B | $5.1B | ||
| Q2 25 | $-2.9B | $5.3B | ||
| Q1 25 | $-821.0M | $4.6B | ||
| Q4 24 | $-126.0M | $5.1B | ||
| Q3 24 | $-16.6B | $5.3B |
毛利率
INTC
V
| Q2 26 | — | — | ||
| 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% | — |
营业利润率
INTC
V
| Q2 26 | — | 64.4% | ||
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 61.8% | ||
| Q3 25 | 5.0% | 57.3% | ||
| Q2 25 | -24.7% | 60.7% | ||
| Q1 25 | -2.4% | 56.6% | ||
| Q4 24 | 2.9% | 65.6% | ||
| Q3 24 | -68.2% | 66.0% |
净利率
INTC
V
| Q2 26 | — | 53.4% | ||
| Q1 26 | -6.5% | — | ||
| Q4 25 | -4.3% | 53.7% | ||
| Q3 25 | 29.8% | 47.5% | ||
| Q2 25 | -22.7% | 51.8% | ||
| Q1 25 | -6.5% | 47.7% | ||
| Q4 24 | -0.9% | 53.8% | ||
| Q3 24 | -125.3% | 55.3% |
每股收益(稀释后)
INTC
V
| Q2 26 | — | — | ||
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $-0.67 | — | ||
| Q1 25 | $-0.19 | — | ||
| Q4 24 | $-0.03 | — | ||
| Q3 24 | $-3.88 | — |
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 | $12.4B |
| 总债务越低越好 | $2.0B | $22.4B |
| 股东权益账面价值 | $125.0B | $35.7B |
| 总资产 | $205.3B | $95.0B |
| 负债/权益比越低杠杆越低 | 0.02× | 0.63× |
8季度趋势,按日历期对齐
现金及短期投资
INTC
V
| Q2 26 | — | $12.4B | ||
| Q1 26 | $32.8B | — | ||
| Q4 25 | $14.3B | $14.8B | ||
| Q3 25 | $11.1B | $17.2B | ||
| Q2 25 | $9.6B | $17.1B | ||
| Q1 25 | — | $11.7B | ||
| Q4 24 | $8.2B | $12.4B | ||
| Q3 24 | — | $12.0B |
总债务
INTC
V
| Q2 26 | — | $22.4B | ||
| Q1 26 | $2.0B | — | ||
| Q4 25 | $46.6B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $50.0B | — | ||
| Q3 24 | — | — |
股东权益
INTC
V
| Q2 26 | — | $35.7B | ||
| Q1 26 | $125.0B | — | ||
| Q4 25 | $114.3B | $38.8B | ||
| Q3 25 | $106.4B | $37.9B | ||
| Q2 25 | $97.9B | $38.7B | ||
| Q1 25 | $99.8B | $38.0B | ||
| Q4 24 | $99.3B | $38.3B | ||
| Q3 24 | $99.5B | $39.1B |
总资产
INTC
V
| Q2 26 | — | $95.0B | ||
| Q1 26 | $205.3B | — | ||
| Q4 25 | $211.4B | $96.8B | ||
| Q3 25 | $204.5B | $99.6B | ||
| Q2 25 | $192.5B | $100.0B | ||
| Q1 25 | $192.2B | $92.9B | ||
| Q4 24 | $196.5B | $91.9B | ||
| Q3 24 | $193.5B | $94.5B |
负债/权益比
INTC
V
| Q2 26 | — | 0.63× | ||
| Q1 26 | 0.02× | — | ||
| Q4 25 | 0.41× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-2.0B | — |
| 自由现金流率自由现金流/营收 | -14.8% | — |
| 资本支出强度资本支出/营收 | 36.6% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
INTC
V
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $6.8B | ||
| Q3 25 | $2.5B | $6.2B | ||
| Q2 25 | $2.0B | $6.7B | ||
| Q1 25 | $813.0M | $4.7B | ||
| Q4 24 | $3.2B | $5.4B | ||
| Q3 24 | $4.1B | $6.7B |
自由现金流
INTC
V
| Q2 26 | — | — | ||
| Q1 26 | $-2.0B | — | ||
| Q4 25 | $800.0M | $6.4B | ||
| Q3 25 | $121.0M | $5.8B | ||
| Q2 25 | $-1.5B | $6.3B | ||
| Q1 25 | $-4.4B | $4.4B | ||
| Q4 24 | $-2.7B | $5.1B | ||
| Q3 24 | $-2.4B | $6.4B |
自由现金流率
INTC
V
| Q2 26 | — | — | ||
| Q1 26 | -14.8% | — | ||
| Q4 25 | 5.9% | 58.7% | ||
| Q3 25 | 0.9% | 54.5% | ||
| Q2 25 | -11.7% | 62.0% | ||
| Q1 25 | -34.5% | 45.5% | ||
| Q4 24 | -18.7% | 53.1% | ||
| Q3 24 | -18.1% | 66.1% |
资本支出强度
INTC
V
| Q2 26 | — | — | ||
| Q1 26 | 36.6% | — | ||
| Q4 25 | 25.5% | 3.5% | ||
| Q3 25 | 17.8% | 3.6% | ||
| Q2 25 | 27.6% | 4.1% | ||
| Q1 25 | 40.9% | 3.4% | ||
| Q4 24 | 40.9% | 3.6% | ||
| Q3 24 | 48.6% | 3.2% |
现金转化率
INTC
V
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 1.16× | ||
| Q3 25 | 0.63× | 1.23× | ||
| Q2 25 | — | 1.28× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 1.25× |
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% |
V
| Data processing revenue | $5.5B | 49% |
| International transaction revenue | $3.6B | 32% |
| Other revenue | $1.3B | 12% |
| Other | $736.0M | 7% |