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Leidos（LDOS）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
Leidos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 7.8%，领先27.5%），Leidos同比增速更快（-3.5% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $452.0M），过去两年Leidos的营收复合增速更高（3.1% vs 0.9%）
Leidos Holdings, Inc.是总部位于美国弗吉尼亚州雷斯顿的企业，业务覆盖国防、航空、信息技术、生物医学研究领域，提供科研、工程、系统集成及技术服务。其前身为科学应用国际公司（SAIC），2016年8月与洛克希德·马丁旗下IT业务板块合并，成为国防行业规模最大的IT服务提供商。
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。
LDOS vs NXPI — 直观对比
营收规模更大
LDOS
是对方的1.3倍
$3.2B
营收增速更快
LDOS
高出1.5%
-5.0%
净利率更高
NXPI
高出27.5%
7.8%
自由现金流更多
NXPI
多$262.0M
$452.0M
两年增速更快
LDOS
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $3.2B |
| 净利润 | $327.0M | $1.1B |
| 毛利率 | 17.4% | 59.5% |
| 营业利润率 | 11.3% | — |
| 净利率 | 7.8% | 35.3% |
| 营收同比 | -3.5% | -5.0% |
| 净利润同比 | 15.1% | 147.0% |
| 每股收益（稀释后） | $2.54 | $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LDOSNXPI
| Q1 26 | $4.2B | $3.2B | ||
| Q4 25 | $4.4B | $3.3B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.3B | $2.8B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $4.2B | $3.3B | ||
| Q2 24 | $4.1B | $3.1B |
净利润LDOSNXPI
| Q1 26 | $327.0M | $1.1B | ||
| Q4 25 | $367.0M | $455.0M | ||
| Q3 25 | $391.0M | $631.0M | ||
| Q2 25 | $363.0M | $445.0M | ||
| Q1 25 | $284.0M | $490.0M | ||
| Q4 24 | — | $495.0M | ||
| Q3 24 | $364.0M | $718.0M | ||
| Q2 24 | $322.0M | $658.0M |
毛利率LDOSNXPI
| Q1 26 | 17.4% | 59.5% | ||
| Q4 25 | 18.0% | 54.2% | ||
| Q3 25 | 18.0% | 56.3% | ||
| Q2 25 | 17.5% | 53.4% | ||
| Q1 25 | 15.6% | 55.0% | ||
| Q4 24 | — | 53.9% | ||
| Q3 24 | 17.8% | 57.4% | ||
| Q2 24 | 16.6% | 57.3% |
营业利润率LDOSNXPI
| Q1 26 | 11.3% | — | ||
| Q4 25 | 12.0% | 22.3% | ||
| Q3 25 | 13.5% | 28.1% | ||
| Q2 25 | 12.5% | 23.5% | ||
| Q1 25 | 9.7% | 25.5% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | 12.4% | 30.5% | ||
| Q2 24 | 11.6% | 28.7% |
净利率LDOSNXPI
| Q1 26 | 7.8% | 35.3% | ||
| Q4 25 | 8.2% | 13.6% | ||
| Q3 25 | 9.2% | 19.9% | ||
| Q2 25 | 8.6% | 15.2% | ||
| Q1 25 | 6.5% | 17.3% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | 8.7% | 22.1% | ||
| Q2 24 | 7.8% | 21.0% |
每股收益（稀释后）LDOSNXPI
| Q1 26 | $2.54 | $4.43 | ||
| Q4 25 | $2.82 | $1.80 | ||
| Q3 25 | $3.01 | $2.48 | ||
| Q2 25 | $2.77 | $1.75 | ||
| Q1 25 | $2.10 | $1.92 | ||
| Q4 24 | — | $1.93 | ||
| Q3 24 | $2.68 | $2.79 | ||
| Q2 24 | $2.37 | $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 | $1.1B | $3.7B |
| 总债务越低越好 | $4.6B | $11.7B |
| 股东权益账面价值 | $4.9B | $10.9B |
| 总资产 | $13.5B | $27.1B |
| 负债/权益比越低杠杆越低 | 0.94× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资LDOSNXPI
| Q1 26 | $1.1B | $3.7B | ||
| Q4 25 | $974.0M | $3.3B | ||
| Q3 25 | $930.0M | $3.5B | ||
| Q2 25 | $842.0M | $3.2B | ||
| Q1 25 | $943.0M | $4.0B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | $1.2B | $2.7B | ||
| Q2 24 | $823.0M | $2.9B |
总债务LDOSNXPI
| Q1 26 | $4.6B | $11.7B | ||
| Q4 25 | $4.6B | $11.0B | ||
| Q3 25 | $5.0B | $11.0B | ||
| Q2 25 | $5.0B | $9.5B | ||
| Q1 25 | $4.1B | $10.2B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | $4.1B | $9.7B | ||
| Q2 24 | $4.1B | $9.7B |
股东权益LDOSNXPI
| Q1 26 | $4.9B | $10.9B | ||
| Q4 25 | $4.9B | $10.1B | ||
| Q3 25 | $4.7B | $10.0B | ||
| Q2 25 | $4.3B | $9.6B | ||
| Q1 25 | $4.4B | $9.3B | ||
| Q4 24 | — | $9.2B | ||
| Q3 24 | $4.6B | $9.4B | ||
| Q2 24 | $4.5B | $9.0B |
总资产LDOSNXPI
| Q1 26 | $13.5B | $27.1B | ||
| Q4 25 | $13.5B | $26.6B | ||
| Q3 25 | $13.5B | $26.4B | ||
| Q2 25 | $13.2B | $25.3B | ||
| Q1 25 | $13.1B | $25.2B | ||
| Q4 24 | — | $24.4B | ||
| Q3 24 | $13.3B | $23.7B | ||
| Q2 24 | $12.9B | $23.2B |
负债/权益比LDOSNXPI
| Q1 26 | 0.94× | 1.07× | ||
| Q4 25 | 0.94× | 1.09× | ||
| Q3 25 | 1.07× | 1.09× | ||
| Q2 25 | 1.18× | 0.99× | ||
| Q1 25 | 0.92× | 1.10× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | 0.88× | 1.03× | ||
| Q2 24 | 0.92× | 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 | $495.0M | — |
| 自由现金流经营现金流 - 资本支出 | $452.0M | $714.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 22.4% |
| 资本支出强度资本支出/营收 | 1.0% | 2.5% |
| 现金转化率经营现金流/净利润 | 1.51× | — |
| 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LDOSNXPI
| Q1 26 | $495.0M | — | ||
| Q4 25 | — | $891.0M | ||
| Q3 25 | $711.0M | $585.0M | ||
| Q2 25 | $58.0M | $779.0M | ||
| Q1 25 | $299.0M | $565.0M | ||
| Q4 24 | — | $391.0M | ||
| Q3 24 | $656.0M | $779.0M | ||
| Q2 24 | $374.0M | $761.0M |
自由现金流LDOSNXPI
| Q1 26 | $452.0M | $714.0M | ||
| Q4 25 | — | $793.0M | ||
| Q3 25 | $680.0M | $508.0M | ||
| Q2 25 | $36.0M | $696.0M | ||
| Q1 25 | $213.0M | $426.0M | ||
| Q4 24 | — | $261.0M | ||
| Q3 24 | $633.0M | $593.0M | ||
| Q2 24 | $351.0M | $576.0M |
自由现金流率LDOSNXPI
| Q1 26 | 10.8% | 22.4% | ||
| Q4 25 | — | 23.8% | ||
| Q3 25 | 16.1% | 16.0% | ||
| Q2 25 | 0.9% | 23.8% | ||
| Q1 25 | 4.9% | 15.0% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | 15.2% | 18.2% | ||
| Q2 24 | 8.5% | 18.4% |
资本支出强度LDOSNXPI
| Q1 26 | 1.0% | 2.5% | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | 0.7% | 2.4% | ||
| Q2 25 | 0.5% | 2.8% | ||
| Q1 25 | 2.0% | 4.9% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | 0.6% | 5.7% | ||
| Q2 24 | 0.6% | 5.9% |
现金转化率LDOSNXPI
| Q1 26 | 1.51× | — | ||
| Q4 25 | — | 1.96× | ||
| Q3 25 | 1.82× | 0.93× | ||
| Q2 25 | 0.16× | 1.75× | ||
| Q1 25 | 1.05× | 1.15× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | 1.80× | 1.08× | ||
| Q2 24 | 1.16× | 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
LDOS
| US Do D And US Intelligence Community | $1.4B | 32% |
| Cost Reimbursement And Fixed Price Incentive Fee | $1.0B | 24% |
| Commercial And International Segment | $609.0M | 15% |
| Defense Systems Segment | $546.0M | 13% |
| Other | $358.0M | 9% |
| Time And Materials And Fixed Price Level Of Effort | $295.0M | 7% |
| Commercial And Non US Customers | $38.0M | 1% |
NXPI
暂无分部数据
