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LKQ Corporation（LKQ）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
恩智浦的季度营收约是LKQ Corporation的1.0倍（$3.2B vs $3.0B），恩智浦净利率更高（35.3% vs 2.2%，领先33.1%），恩智浦同比增速更快（-5.0% vs -9.2%），恩智浦自由现金流更多（$714.0M vs $274.0M），过去两年恩智浦的营收复合增速更高（0.9% vs -9.3%）
LKQ Corporation是来自美国的汽车及其他车辆替代性、特种零配件供应商，主营业务为各类车辆维修、改装所需的替换系统、组件、设备及零配件销售，服务覆盖乘用车、卡车、休闲车、性能车等多种车型，业务网络遍及北美、欧洲及中国台湾地区。
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。
LKQ vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.0倍
$3.0B
营收增速更快
NXPI
高出4.2%
-9.2%
净利率更高
NXPI
高出33.1%
2.2%
自由现金流更多
NXPI
多$440.0M
$274.0M
两年增速更快
NXPI
近两年复合增速
-9.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.2B |
| 净利润 | $66.0M | $1.1B |
| 毛利率 | 37.2% | 59.5% |
| 营业利润率 | 3.9% | — |
| 净利率 | 2.2% | 35.3% |
| 营收同比 | -9.2% | -5.0% |
| 净利润同比 | -58.0% | 147.0% |
| 每股收益（稀释后） | $0.25 | $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LKQNXPI
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.0B | $3.3B | ||
| Q3 25 | $3.5B | $3.2B | ||
| Q2 25 | $3.6B | $2.9B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.4B | $3.1B | ||
| Q3 24 | $3.6B | $3.3B | ||
| Q2 24 | $3.7B | $3.1B |
净利润LKQNXPI
| Q1 26 | — | $1.1B | ||
| Q4 25 | $66.0M | $455.0M | ||
| Q3 25 | $180.0M | $631.0M | ||
| Q2 25 | $193.0M | $445.0M | ||
| Q1 25 | $169.0M | $490.0M | ||
| Q4 24 | $157.0M | $495.0M | ||
| Q3 24 | $192.0M | $718.0M | ||
| Q2 24 | $186.0M | $658.0M |
毛利率LKQNXPI
| Q1 26 | — | 59.5% | ||
| Q4 25 | 37.2% | 54.2% | ||
| Q3 25 | 38.3% | 56.3% | ||
| Q2 25 | 38.8% | 53.4% | ||
| Q1 25 | 39.8% | 55.0% | ||
| Q4 24 | 39.5% | 53.9% | ||
| Q3 24 | 38.9% | 57.4% | ||
| Q2 24 | 38.8% | 57.3% |
营业利润率LKQNXPI
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 22.3% | ||
| Q3 25 | 7.8% | 28.1% | ||
| Q2 25 | 8.6% | 23.5% | ||
| Q1 25 | 8.3% | 25.5% | ||
| Q4 24 | 8.1% | 21.7% | ||
| Q3 24 | 8.6% | 30.5% | ||
| Q2 24 | 8.9% | 28.7% |
净利率LKQNXPI
| Q1 26 | — | 35.3% | ||
| Q4 25 | 2.2% | 13.6% | ||
| Q3 25 | 5.1% | 19.9% | ||
| Q2 25 | 5.3% | 15.2% | ||
| Q1 25 | 4.9% | 17.3% | ||
| Q4 24 | 4.7% | 15.9% | ||
| Q3 24 | 5.4% | 22.1% | ||
| Q2 24 | 5.0% | 21.0% |
每股收益（稀释后）LKQNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $0.25 | $1.80 | ||
| Q3 25 | $0.70 | $2.48 | ||
| Q2 25 | $0.75 | $1.75 | ||
| Q1 25 | $0.65 | $1.92 | ||
| Q4 24 | $0.60 | $1.93 | ||
| Q3 24 | $0.73 | $2.79 | ||
| Q2 24 | $0.70 | $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 | $319.0M | $3.7B |
| 总债务越低越好 | — | $11.7B |
| 股东权益账面价值 | $6.5B | $10.9B |
| 总资产 | $15.1B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资LKQNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $319.0M | $3.3B | ||
| Q3 25 | $289.0M | $3.5B | ||
| Q2 25 | $289.0M | $3.2B | ||
| Q1 25 | $227.0M | $4.0B | ||
| Q4 24 | $234.0M | $3.3B | ||
| Q3 24 | $353.0M | $2.7B | ||
| Q2 24 | $276.0M | $2.9B |
总债务LKQNXPI
| Q1 26 | — | $11.7B | ||
| Q4 25 | — | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益LKQNXPI
| Q1 26 | — | $10.9B | ||
| Q4 25 | $6.5B | $10.1B | ||
| Q3 25 | $6.6B | $10.0B | ||
| Q2 25 | $6.5B | $9.6B | ||
| Q1 25 | $6.2B | $9.3B | ||
| Q4 24 | $6.0B | $9.2B | ||
| Q3 24 | $6.2B | $9.4B | ||
| Q2 24 | $6.1B | $9.0B |
总资产LKQNXPI
| Q1 26 | — | $27.1B | ||
| Q4 25 | $15.1B | $26.6B | ||
| Q3 25 | $15.6B | $26.4B | ||
| Q2 25 | $15.9B | $25.3B | ||
| Q1 25 | $15.5B | $25.2B | ||
| Q4 24 | $15.0B | $24.4B | ||
| Q3 24 | $15.5B | $23.7B | ||
| Q2 24 | $15.2B | $23.2B |
负债/权益比LKQNXPI
| Q1 26 | — | 1.07× | ||
| Q4 25 | — | 1.09× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 0.99× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.13× | ||
| Q3 24 | — | 1.03× | ||
| Q2 24 | — | 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 | $330.0M | — |
| 自由现金流经营现金流 - 资本支出 | $274.0M | $714.0M |
| 自由现金流率自由现金流/营收 | 9.0% | 22.4% |
| 资本支出强度资本支出/营收 | 1.8% | 2.5% |
| 现金转化率经营现金流/净利润 | 5.00× | — |
| 过去12个月自由现金流最近4个季度 | $847.0M | $2.7B |
8季度趋势，按日历期对齐
经营现金流LKQNXPI
| Q1 26 | — | — | ||
| Q4 25 | $330.0M | $891.0M | ||
| Q3 25 | $440.0M | $585.0M | ||
| Q2 25 | $296.0M | $779.0M | ||
| Q1 25 | $-3.0M | $565.0M | ||
| Q4 24 | $235.0M | $391.0M | ||
| Q3 24 | $420.0M | $779.0M | ||
| Q2 24 | $213.0M | $761.0M |
自由现金流LKQNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $274.0M | $793.0M | ||
| Q3 25 | $387.0M | $508.0M | ||
| Q2 25 | $243.0M | $696.0M | ||
| Q1 25 | $-57.0M | $426.0M | ||
| Q4 24 | $149.0M | $261.0M | ||
| Q3 24 | $341.0M | $593.0M | ||
| Q2 24 | $133.0M | $576.0M |
自由现金流率LKQNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 9.0% | 23.8% | ||
| Q3 25 | 11.1% | 16.0% | ||
| Q2 25 | 6.7% | 23.8% | ||
| Q1 25 | -1.6% | 15.0% | ||
| Q4 24 | 4.4% | 8.4% | ||
| Q3 24 | 9.5% | 18.2% | ||
| Q2 24 | 3.6% | 18.4% |
资本支出强度LKQNXPI
| Q1 26 | — | 2.5% | ||
| Q4 25 | 1.8% | 2.9% | ||
| Q3 25 | 1.5% | 2.4% | ||
| Q2 25 | 1.5% | 2.8% | ||
| Q1 25 | 1.6% | 4.9% | ||
| Q4 24 | 2.6% | 4.2% | ||
| Q3 24 | 2.2% | 5.7% | ||
| Q2 24 | 2.2% | 5.9% |
现金转化率LKQNXPI
| Q1 26 | — | — | ||
| Q4 25 | 5.00× | 1.96× | ||
| Q3 25 | 2.44× | 0.93× | ||
| Q2 25 | 1.53× | 1.75× | ||
| Q1 25 | -0.02× | 1.15× | ||
| Q4 24 | 1.50× | 0.79× | ||
| Q3 24 | 2.19× | 1.08× | ||
| Q2 24 | 1.15× | 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
LKQ
| Partsand Services Domain | $1.3B | 42% |
| Other | $1.2B | 40% |
| DE | $463.0M | 15% |
| Other Revenue | $85.0M | 3% |
NXPI
暂无分部数据
