vs
林德(LIN)与贝宝(PYPL)财务数据对比。点击上方公司名可切换其他公司
林德的季度营收约是贝宝的1.1倍($8.8B vs $8.4B),林德同比增速更快(8.2% vs 7.0%),贝宝自由现金流更多($903.0M vs $898.0K),过去两年林德的营收复合增速更高(3.1% vs 2.9%)
林德是全球知名跨国化工企业,按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立,现总部位于英国沃金,在爱尔兰注册,2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
贝宝控股(PayPal Holdings, Inc.)是美国跨国金融科技企业,在全球多数支持线上转账的国家运营在线支付系统,可作为支票、汇票等传统纸质支付方式的电子替代选项,同时为线上商户、拍卖网站及各类商业用户提供支付处理服务。
LIN vs PYPL — 直观对比
营收规模更大
LIN
是对方的1.1倍
$8.4B
营收增速更快
LIN
高出1.2%
7.0%
自由现金流更多
PYPL
多$902.1M
$898.0K
两年增速更快
LIN
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $8.8B | $8.4B |
| 净利润 | — | $1.1B |
| 毛利率 | 48.5% | — |
| 营业利润率 | 27.8% | 17.8% |
| 净利率 | — | 13.3% |
| 营收同比 | 8.2% | 7.0% |
| 净利润同比 | — | -13.5% |
| 每股收益(稀释后) | $3.98 | $1.21 |
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
LIN
PYPL
| Q1 26 | $8.8B | $8.4B | ||
| Q4 25 | $8.8B | $8.7B | ||
| Q3 25 | $8.6B | $8.4B | ||
| Q2 25 | $8.5B | $8.3B | ||
| Q1 25 | $8.1B | $7.8B | ||
| Q4 24 | $8.3B | $8.4B | ||
| Q3 24 | $8.4B | $7.8B | ||
| Q2 24 | $8.3B | $7.9B |
净利润
LIN
PYPL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $1.8B | $1.3B | ||
| Q1 25 | $1.7B | $1.3B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.7B | $1.1B |
毛利率
LIN
PYPL
| Q1 26 | 48.5% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
LIN
PYPL
| Q1 26 | 27.8% | 17.8% | ||
| Q4 25 | 23.0% | 17.4% | ||
| Q3 25 | 27.5% | 18.1% | ||
| Q2 25 | 27.7% | 18.1% | ||
| Q1 25 | 26.9% | 19.6% | ||
| Q4 24 | 27.4% | 17.2% | ||
| Q3 24 | 25.0% | 17.7% | ||
| Q2 24 | 26.4% | 16.8% |
净利率
LIN
PYPL
| Q1 26 | — | 13.3% | ||
| Q4 25 | 17.5% | 16.6% | ||
| Q3 25 | 22.4% | 14.8% | ||
| Q2 25 | 20.8% | 15.2% | ||
| Q1 25 | 20.6% | 16.5% | ||
| Q4 24 | 20.8% | 13.4% | ||
| Q3 24 | 18.5% | 12.9% | ||
| Q2 24 | 20.1% | 14.3% |
每股收益(稀释后)
LIN
PYPL
| Q1 26 | $3.98 | $1.21 | ||
| Q4 25 | $3.28 | $1.53 | ||
| Q3 25 | $4.09 | $1.30 | ||
| Q2 25 | $3.73 | $1.29 | ||
| Q1 25 | $3.51 | $1.29 | ||
| Q4 24 | $3.61 | $1.09 | ||
| Q3 24 | $3.22 | $0.99 | ||
| Q2 24 | $3.44 | $1.08 |
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 | $4.0B | $9.3B |
| 总债务越低越好 | $24.7B | $9.4B |
| 股东权益账面价值 | $40.1B | $20.0B |
| 总资产 | $86.3B | $80.5B |
| 负债/权益比越低杠杆越低 | 0.62× | 0.47× |
8季度趋势,按日历期对齐
现金及短期投资
LIN
PYPL
| Q1 26 | $4.0B | $9.3B | ||
| Q4 25 | $5.1B | $10.4B | ||
| Q3 25 | $4.5B | $10.8B | ||
| Q2 25 | $4.8B | $10.0B | ||
| Q1 25 | $5.3B | $11.2B | ||
| Q4 24 | $4.8B | $10.8B | ||
| Q3 24 | $5.2B | $11.9B | ||
| Q2 24 | $4.6B | $13.6B |
总债务
LIN
PYPL
| Q1 26 | $24.7B | $9.4B | ||
| Q4 25 | $20.7B | — | ||
| Q3 25 | $18.6B | — | ||
| Q2 25 | $19.7B | — | ||
| Q1 25 | $17.6B | — | ||
| Q4 24 | $15.3B | — | ||
| Q3 24 | $17.5B | — | ||
| Q2 24 | $16.9B | — |
股东权益
LIN
PYPL
| Q1 26 | $40.1B | $20.0B | ||
| Q4 25 | $38.2B | $20.3B | ||
| Q3 25 | $38.6B | $20.2B | ||
| Q2 25 | $38.5B | $20.2B | ||
| Q1 25 | $38.0B | $20.3B | ||
| Q4 24 | $38.1B | $20.4B | ||
| Q3 24 | $39.2B | $20.2B | ||
| Q2 24 | $38.2B | $20.6B |
总资产
LIN
PYPL
| Q1 26 | $86.3B | $80.5B | ||
| Q4 25 | $86.8B | $80.2B | ||
| Q3 25 | $86.0B | $79.8B | ||
| Q2 25 | $86.1B | $79.8B | ||
| Q1 25 | $82.7B | $81.3B | ||
| Q4 24 | $80.1B | $81.6B | ||
| Q3 24 | $82.5B | $83.5B | ||
| Q2 24 | $80.2B | $84.0B |
负债/权益比
LIN
PYPL
| Q1 26 | 0.62× | 0.47× | ||
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.48× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.40× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | 0.44× | — |
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 | — | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $898.0K | $903.0M |
| 自由现金流率自由现金流/营收 | 0.0% | 10.8% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.02× |
| 过去12个月自由现金流最近4个季度 | $4.2B | $5.5B |
8季度趋势,按日历期对齐
经营现金流
LIN
PYPL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $3.0B | $2.4B | ||
| Q3 25 | $2.9B | $2.0B | ||
| Q2 25 | $2.2B | $898.0M | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $2.8B | $2.4B | ||
| Q3 24 | $2.7B | $1.6B | ||
| Q2 24 | $1.9B | $1.5B |
自由现金流
LIN
PYPL
| Q1 26 | $898.0K | $903.0M | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.7B | $1.7B | ||
| Q2 25 | $954.0M | $692.0M | ||
| Q1 25 | $891.0M | $964.0M | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $796.0M | $1.4B |
自由现金流率
LIN
PYPL
| Q1 26 | 0.0% | 10.8% | ||
| Q4 25 | 17.9% | 25.2% | ||
| Q3 25 | 19.4% | 20.4% | ||
| Q2 25 | 11.2% | 8.3% | ||
| Q1 25 | 11.0% | 12.4% | ||
| Q4 24 | 18.8% | 26.2% | ||
| Q3 24 | 19.9% | 18.4% | ||
| Q2 24 | 9.6% | 17.3% |
资本支出强度
LIN
PYPL
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 2.2% | ||
| Q3 25 | 14.8% | 3.0% | ||
| Q2 25 | 14.8% | 2.5% | ||
| Q1 25 | 15.7% | 2.5% | ||
| Q4 24 | 15.1% | 2.4% | ||
| Q3 24 | 12.8% | 2.2% | ||
| Q2 24 | 13.7% | 2.0% |
现金转化率
LIN
PYPL
| Q1 26 | — | 1.02× | ||
| Q4 25 | 1.98× | 1.66× | ||
| Q3 25 | 1.53× | 1.58× | ||
| Q2 25 | 1.25× | 0.71× | ||
| Q1 25 | 1.29× | 0.90× | ||
| Q4 24 | 1.63× | 2.14× | ||
| Q3 24 | 1.76× | 1.60× | ||
| Q2 24 | 1.16× | 1.35× |
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
LIN
暂无分部数据
PYPL
| Transaction revenues | $7.5B | 90% |
| Revenues from other value added services | $852.0M | 10% |