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金佰利(KMB)与金德摩根(KMI)财务数据对比。点击上方公司名可切换其他公司
金德摩根的季度营收约是金佰利的1.2倍($4.8B vs $4.2B),金德摩根净利率更高(20.7% vs 16.2%,领先4.5%),金德摩根同比增速更快(13.8% vs 2.7%),过去两年金德摩根的营收复合增速更高(22.6% vs -9.0%)
金佰利是源自美国的跨国消费品及个人护理集团,主打纸质类消费品,同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌,产品销往全球多个国家和地区。
金德摩根是北美规模最大的能源基础设施企业之一,核心业务为油气管道、能源储运终端的持有与运营管理,服务网络覆盖北美主要油气产区及消费市场,为能源产业提供稳定可靠的基础设施配套服务。
KMB vs KMI — 直观对比
营收规模更大
KMI
是对方的1.2倍
$4.2B
营收增速更快
KMI
高出11.2%
2.7%
净利率更高
KMI
高出4.5%
16.2%
两年增速更快
KMI
近两年复合增速
-9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.2B | $4.8B |
| 净利润 | $675.0M | $1.0B |
| 毛利率 | 36.8% | — |
| 营业利润率 | 18.1% | 29.9% |
| 净利率 | 16.2% | 20.7% |
| 营收同比 | 2.7% | 13.8% |
| 净利润同比 | 17.8% | 34.7% |
| 每股收益(稀释后) | $2.00 | $0.44 |
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
KMB
KMI
| Q1 26 | $4.2B | $4.8B | ||
| Q4 25 | $3.3B | $4.0B | ||
| Q3 25 | $4.2B | $3.7B | ||
| Q2 25 | $4.2B | $3.6B | ||
| Q1 25 | $4.8B | $3.9B | ||
| Q4 24 | $4.9B | $3.6B | ||
| Q3 24 | $5.0B | $3.3B | ||
| Q2 24 | $5.0B | $3.2B |
净利润
KMB
KMI
| Q1 26 | $675.0M | $1.0B | ||
| Q4 25 | $499.0M | $996.0M | ||
| Q3 25 | $446.0M | $628.0M | ||
| Q2 25 | $509.0M | $715.0M | ||
| Q1 25 | $567.0M | $717.0M | ||
| Q4 24 | $447.0M | $667.0M | ||
| Q3 24 | $907.0M | $625.0M | ||
| Q2 24 | $544.0M | $575.0M |
毛利率
KMB
KMI
| Q1 26 | 36.8% | — | ||
| Q4 25 | 37.7% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 35.0% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — |
营业利润率
KMB
KMI
| Q1 26 | 18.1% | 29.9% | ||
| Q4 25 | 11.2% | 34.0% | ||
| Q3 25 | 15.0% | 28.6% | ||
| Q2 25 | 14.2% | 31.9% | ||
| Q1 25 | 15.9% | 29.6% | ||
| Q4 24 | 11.1% | 31.0% | ||
| Q3 24 | 23.3% | 30.9% | ||
| Q2 24 | 13.0% | 32.3% |
净利率
KMB
KMI
| Q1 26 | 16.2% | 20.7% | ||
| Q4 25 | 15.1% | 24.8% | ||
| Q3 25 | 10.7% | 16.9% | ||
| Q2 25 | 12.2% | 19.8% | ||
| Q1 25 | 11.7% | 18.6% | ||
| Q4 24 | 9.1% | 18.7% | ||
| Q3 24 | 18.3% | 19.0% | ||
| Q2 24 | 10.8% | 17.9% |
每股收益(稀释后)
KMB
KMI
| Q1 26 | $2.00 | $0.44 | ||
| Q4 25 | $1.50 | $0.45 | ||
| Q3 25 | $1.34 | $0.28 | ||
| Q2 25 | $1.53 | $0.32 | ||
| Q1 25 | $1.70 | $0.32 | ||
| Q4 24 | $1.34 | $0.30 | ||
| Q3 24 | $2.69 | $0.28 | ||
| Q2 24 | $1.61 | $0.26 |
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 | $542.0K | $72.0M |
| 总债务越低越好 | $6.5M | $31.9B |
| 股东权益账面价值 | $1.9M | $32.6B |
| 总资产 | $17.2M | $73.1B |
| 负债/权益比越低杠杆越低 | 3.38× | 0.98× |
8季度趋势,按日历期对齐
现金及短期投资
KMB
KMI
| Q1 26 | $542.0K | $72.0M | ||
| Q4 25 | $688.0M | $63.0M | ||
| Q3 25 | $617.0M | $71.0M | ||
| Q2 25 | $634.0M | $82.0M | ||
| Q1 25 | $563.0M | $80.0M | ||
| Q4 24 | $1.0B | $88.0M | ||
| Q3 24 | $1.1B | $108.0M | ||
| Q2 24 | $1.2B | $98.0M |
总债务
KMB
KMI
| Q1 26 | $6.5M | $31.9B | ||
| Q4 25 | $6.5B | — | ||
| Q3 25 | $6.5B | — | ||
| Q2 25 | $6.5B | — | ||
| Q1 25 | $6.5B | — | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $6.9B | — | ||
| Q2 24 | $7.2B | — |
股东权益
KMB
KMI
| Q1 26 | $1.9M | $32.6B | ||
| Q4 25 | $1.5B | $31.2B | ||
| Q3 25 | $1.3B | $30.7B | ||
| Q2 25 | $1.3B | $30.8B | ||
| Q1 25 | $1.1B | $30.6B | ||
| Q4 24 | $840.0M | $30.5B | ||
| Q3 24 | $1.3B | $30.4B | ||
| Q2 24 | $1.1B | $30.3B |
总资产
KMB
KMI
| Q1 26 | $17.2M | $73.1B | ||
| Q4 25 | $17.1B | $72.7B | ||
| Q3 25 | $16.9B | $72.3B | ||
| Q2 25 | $16.8B | $72.4B | ||
| Q1 25 | $16.3B | $72.3B | ||
| Q4 24 | $16.5B | $71.4B | ||
| Q3 24 | $17.2B | $70.9B | ||
| Q2 24 | $17.3B | $70.7B |
负债/权益比
KMB
KMI
| Q1 26 | 3.38× | 0.98× | ||
| Q4 25 | 4.31× | — | ||
| Q3 25 | 4.86× | — | ||
| Q2 25 | 5.09× | — | ||
| Q1 25 | 5.89× | — | ||
| Q4 24 | 8.18× | — | ||
| Q3 24 | 5.36× | — | ||
| Q2 24 | 6.30× | — |
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
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
KMI
暂无分部数据