vs
金佰利（KMB）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
金佰利的季度营收约是恩智浦的1.3倍（$4.2B vs $3.2B），恩智浦净利率更高（35.3% vs 16.2%，领先19.1%），金佰利同比增速更快（2.7% vs -5.0%），过去两年恩智浦的营收复合增速更高（0.9% 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。
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。
KMB vs NXPI — 直观对比
营收规模更大
KMB
是对方的1.3倍
$3.2B
营收增速更快
KMB
高出7.7%
-5.0%
净利率更高
NXPI
高出19.1%
16.2%
两年增速更快
NXPI
近两年复合增速
-9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $3.2B |
| 净利润 | $675.0M | $1.1B |
| 毛利率 | 36.8% | 59.5% |
| 营业利润率 | 18.1% | — |
| 净利率 | 16.2% | 35.3% |
| 营收同比 | 2.7% | -5.0% |
| 净利润同比 | 17.8% | 147.0% |
| 每股收益（稀释后） | $2.00 | $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KMBNXPI
| Q1 26 | $4.2B | $3.2B | ||
| Q4 25 | $3.3B | $3.3B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.8B | $2.8B | ||
| Q4 24 | $4.9B | $3.1B | ||
| Q3 24 | $5.0B | $3.3B | ||
| Q2 24 | $5.0B | $3.1B |
净利润KMBNXPI
| Q1 26 | $675.0M | $1.1B | ||
| Q4 25 | $499.0M | $455.0M | ||
| Q3 25 | $446.0M | $631.0M | ||
| Q2 25 | $509.0M | $445.0M | ||
| Q1 25 | $567.0M | $490.0M | ||
| Q4 24 | $447.0M | $495.0M | ||
| Q3 24 | $907.0M | $718.0M | ||
| Q2 24 | $544.0M | $658.0M |
毛利率KMBNXPI
| Q1 26 | 36.8% | 59.5% | ||
| Q4 25 | 37.7% | 54.2% | ||
| Q3 25 | 36.0% | 56.3% | ||
| Q2 25 | 35.0% | 53.4% | ||
| Q1 25 | 35.8% | 55.0% | ||
| Q4 24 | 34.0% | 53.9% | ||
| Q3 24 | 36.0% | 57.4% | ||
| Q2 24 | 36.0% | 57.3% |
营业利润率KMBNXPI
| Q1 26 | 18.1% | — | ||
| Q4 25 | 11.2% | 22.3% | ||
| Q3 25 | 15.0% | 28.1% | ||
| Q2 25 | 14.2% | 23.5% | ||
| Q1 25 | 15.9% | 25.5% | ||
| Q4 24 | 11.1% | 21.7% | ||
| Q3 24 | 23.3% | 30.5% | ||
| Q2 24 | 13.0% | 28.7% |
净利率KMBNXPI
| Q1 26 | 16.2% | 35.3% | ||
| Q4 25 | 15.1% | 13.6% | ||
| Q3 25 | 10.7% | 19.9% | ||
| Q2 25 | 12.2% | 15.2% | ||
| Q1 25 | 11.7% | 17.3% | ||
| Q4 24 | 9.1% | 15.9% | ||
| Q3 24 | 18.3% | 22.1% | ||
| Q2 24 | 10.8% | 21.0% |
每股收益（稀释后）KMBNXPI
| Q1 26 | $2.00 | $4.43 | ||
| Q4 25 | $1.50 | $1.80 | ||
| Q3 25 | $1.34 | $2.48 | ||
| Q2 25 | $1.53 | $1.75 | ||
| Q1 25 | $1.70 | $1.92 | ||
| Q4 24 | $1.34 | $1.93 | ||
| Q3 24 | $2.69 | $2.79 | ||
| Q2 24 | $1.61 | $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 | $542.0K | $3.7B |
| 总债务越低越好 | $6.5M | $11.7B |
| 股东权益账面价值 | $1.9M | $10.9B |
| 总资产 | $17.2M | $27.1B |
| 负债/权益比越低杠杆越低 | 3.38× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资KMBNXPI
| Q1 26 | $542.0K | $3.7B | ||
| Q4 25 | $688.0M | $3.3B | ||
| Q3 25 | $617.0M | $3.5B | ||
| Q2 25 | $634.0M | $3.2B | ||
| Q1 25 | $563.0M | $4.0B | ||
| Q4 24 | $1.0B | $3.3B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.2B | $2.9B |
总债务KMBNXPI
| Q1 26 | $6.5M | $11.7B | ||
| Q4 25 | $6.5B | $11.0B | ||
| Q3 25 | $6.5B | $11.0B | ||
| Q2 25 | $6.5B | $9.5B | ||
| Q1 25 | $6.5B | $10.2B | ||
| Q4 24 | $6.9B | $10.4B | ||
| Q3 24 | $6.9B | $9.7B | ||
| Q2 24 | $7.2B | $9.7B |
股东权益KMBNXPI
| Q1 26 | $1.9M | $10.9B | ||
| Q4 25 | $1.5B | $10.1B | ||
| Q3 25 | $1.3B | $10.0B | ||
| Q2 25 | $1.3B | $9.6B | ||
| Q1 25 | $1.1B | $9.3B | ||
| Q4 24 | $840.0M | $9.2B | ||
| Q3 24 | $1.3B | $9.4B | ||
| Q2 24 | $1.1B | $9.0B |
总资产KMBNXPI
| Q1 26 | $17.2M | $27.1B | ||
| Q4 25 | $17.1B | $26.6B | ||
| Q3 25 | $16.9B | $26.4B | ||
| Q2 25 | $16.8B | $25.3B | ||
| Q1 25 | $16.3B | $25.2B | ||
| Q4 24 | $16.5B | $24.4B | ||
| Q3 24 | $17.2B | $23.7B | ||
| Q2 24 | $17.3B | $23.2B |
负债/权益比KMBNXPI
| Q1 26 | 3.38× | 1.07× | ||
| Q4 25 | 4.31× | 1.09× | ||
| Q3 25 | 4.86× | 1.09× | ||
| Q2 25 | 5.09× | 0.99× | ||
| Q1 25 | 5.89× | 1.10× | ||
| Q4 24 | 8.18× | 1.13× | ||
| Q3 24 | 5.36× | 1.03× | ||
| Q2 24 | 6.30× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $714.0M |
| 自由现金流率自由现金流/营收 | — | 22.4% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 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 | — | $2.7B |
8季度趋势，按日历期对齐
经营现金流KMBNXPI
| Q1 26 | — | — | ||
| Q4 25 | $972.0M | $891.0M | ||
| Q3 25 | $708.0M | $585.0M | ||
| Q2 25 | $770.0M | $779.0M | ||
| Q1 25 | $327.0M | $565.0M | ||
| Q4 24 | $817.0M | $391.0M | ||
| Q3 24 | $958.0M | $779.0M | ||
| Q2 24 | $1.0B | $761.0M |
自由现金流KMBNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $575.0M | $793.0M | ||
| Q3 25 | $368.0M | $508.0M | ||
| Q2 25 | $573.0M | $696.0M | ||
| Q1 25 | $123.0M | $426.0M | ||
| Q4 24 | $608.0M | $261.0M | ||
| Q3 24 | $798.0M | $593.0M | ||
| Q2 24 | $863.0M | $576.0M |
自由现金流率KMBNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 17.5% | 23.8% | ||
| Q3 25 | 8.9% | 16.0% | ||
| Q2 25 | 13.8% | 23.8% | ||
| Q1 25 | 2.5% | 15.0% | ||
| Q4 24 | 12.3% | 8.4% | ||
| Q3 24 | 16.1% | 18.2% | ||
| Q2 24 | 17.2% | 18.4% |
资本支出强度KMBNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 12.1% | 2.9% | ||
| Q3 25 | 8.2% | 2.4% | ||
| Q2 25 | 4.7% | 2.8% | ||
| Q1 25 | 4.2% | 4.9% | ||
| Q4 24 | 4.2% | 4.2% | ||
| Q3 24 | 3.2% | 5.7% | ||
| Q2 24 | 3.1% | 5.9% |
现金转化率KMBNXPI
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | 1.96× | ||
| Q3 25 | 1.59× | 0.93× | ||
| Q2 25 | 1.51× | 1.75× | ||
| Q1 25 | 0.58× | 1.15× | ||
| Q4 24 | 1.83× | 0.79× | ||
| Q3 24 | 1.06× | 1.08× | ||
| Q2 24 | 1.88× | 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
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
NXPI
暂无分部数据
