vs
Masco（MAS）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Masco的1.7倍（$3.2B vs $1.9B），恩智浦净利率更高（35.3% vs 11.9%，领先23.4%），Masco同比增速更快（6.5% vs -5.0%），过去两年恩智浦的营收复合增速更高（0.9% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
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。
MAS vs NXPI — 直观对比
营收规模更大
NXPI
是对方的1.7倍
$1.9B
营收增速更快
MAS
高出11.5%
-5.0%
净利率更高
NXPI
高出23.4%
11.9%
两年增速更快
NXPI
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.2B |
| 净利润 | $228.0M | $1.1B |
| 毛利率 | 35.8% | 59.5% |
| 营业利润率 | 16.5% | — |
| 净利率 | 11.9% | 35.3% |
| 营收同比 | 6.5% | -5.0% |
| 净利润同比 | 14.5% | 147.0% |
| 每股收益（稀释后） | — | $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MASNXPI
| Q1 26 | $1.9B | $3.2B | ||
| Q4 25 | $1.8B | $3.3B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.8B | $3.1B | ||
| Q3 24 | $2.0B | $3.3B | ||
| Q2 24 | $2.1B | $3.1B |
净利润MASNXPI
| Q1 26 | $228.0M | $1.1B | ||
| Q4 25 | $165.0M | $455.0M | ||
| Q3 25 | $189.0M | $631.0M | ||
| Q2 25 | $270.0M | $445.0M | ||
| Q1 25 | $186.0M | $490.0M | ||
| Q4 24 | $182.0M | $495.0M | ||
| Q3 24 | $167.0M | $718.0M | ||
| Q2 24 | $258.0M | $658.0M |
毛利率MASNXPI
| Q1 26 | 35.8% | 59.5% | ||
| Q4 25 | 33.9% | 54.2% | ||
| Q3 25 | 34.2% | 56.3% | ||
| Q2 25 | 37.6% | 53.4% | ||
| Q1 25 | 35.8% | 55.0% | ||
| Q4 24 | 34.8% | 53.9% | ||
| Q3 24 | 36.6% | 57.4% | ||
| Q2 24 | 37.5% | 57.3% |
营业利润率MASNXPI
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 22.3% | ||
| Q3 25 | 15.8% | 28.1% | ||
| Q2 25 | 20.1% | 23.5% | ||
| Q1 25 | 15.9% | 25.5% | ||
| Q4 24 | 15.9% | 21.7% | ||
| Q3 24 | 18.0% | 30.5% | ||
| Q2 24 | 19.0% | 28.7% |
净利率MASNXPI
| Q1 26 | 11.9% | 35.3% | ||
| Q4 25 | 9.2% | 13.6% | ||
| Q3 25 | 9.9% | 19.9% | ||
| Q2 25 | 13.2% | 15.2% | ||
| Q1 25 | 10.3% | 17.3% | ||
| Q4 24 | 10.0% | 15.9% | ||
| Q3 24 | 8.4% | 22.1% | ||
| Q2 24 | 12.3% | 21.0% |
每股收益（稀释后）MASNXPI
| Q1 26 | — | $4.43 | ||
| Q4 25 | $0.81 | $1.80 | ||
| Q3 25 | $0.90 | $2.48 | ||
| Q2 25 | $1.28 | $1.75 | ||
| Q1 25 | $0.87 | $1.92 | ||
| Q4 24 | $0.85 | $1.93 | ||
| Q3 24 | $0.77 | $2.79 | ||
| Q2 24 | $1.17 | $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 | — | $3.7B |
| 总债务越低越好 | $2.9B | $11.7B |
| 股东权益账面价值 | $27.0M | $10.9B |
| 总资产 | $5.2B | $27.1B |
| 负债/权益比越低杠杆越低 | 109.07× | 1.07× |
8季度趋势，按日历期对齐
现金及短期投资MASNXPI
| Q1 26 | — | $3.7B | ||
| Q4 25 | $647.0M | $3.3B | ||
| Q3 25 | $559.0M | $3.5B | ||
| Q2 25 | $390.0M | $3.2B | ||
| Q1 25 | $377.0M | $4.0B | ||
| Q4 24 | $634.0M | $3.3B | ||
| Q3 24 | $646.0M | $2.7B | ||
| Q2 24 | $398.0M | $2.9B |
总债务MASNXPI
| Q1 26 | $2.9B | $11.7B | ||
| Q4 25 | $2.9B | $11.0B | ||
| Q3 25 | — | $11.0B | ||
| Q2 25 | — | $9.5B | ||
| Q1 25 | — | $10.2B | ||
| Q4 24 | $2.9B | $10.4B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | — | $9.7B |
股东权益MASNXPI
| Q1 26 | $27.0M | $10.9B | ||
| Q4 25 | $-185.0M | $10.1B | ||
| Q3 25 | $-78.0M | $10.0B | ||
| Q2 25 | $-84.0M | $9.6B | ||
| Q1 25 | $-254.0M | $9.3B | ||
| Q4 24 | $-279.0M | $9.2B | ||
| Q3 24 | $-88.0M | $9.4B | ||
| Q2 24 | $-26.0M | $9.0B |
总资产MASNXPI
| Q1 26 | $5.2B | $27.1B | ||
| Q4 25 | $5.2B | $26.6B | ||
| Q3 25 | $5.3B | $26.4B | ||
| Q2 25 | $5.3B | $25.3B | ||
| Q1 25 | $5.1B | $25.2B | ||
| Q4 24 | $5.0B | $24.4B | ||
| Q3 24 | $5.3B | $23.7B | ||
| Q2 24 | $5.4B | $23.2B |
负债/权益比MASNXPI
| Q1 26 | 109.07× | 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 | — | — |
| 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 | 1.8% | 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MASNXPI
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $891.0M | ||
| Q3 25 | $456.0M | $585.0M | ||
| Q2 25 | $306.0M | $779.0M | ||
| Q1 25 | $-158.0M | $565.0M | ||
| Q4 24 | $407.0M | $391.0M | ||
| Q3 24 | $416.0M | $779.0M | ||
| Q2 24 | $346.0M | $761.0M |
自由现金流MASNXPI
| Q1 26 | — | $714.0M | ||
| Q4 25 | $371.0M | $793.0M | ||
| Q3 25 | $415.0M | $508.0M | ||
| Q2 25 | $270.0M | $696.0M | ||
| Q1 25 | $-190.0M | $426.0M | ||
| Q4 24 | $351.0M | $261.0M | ||
| Q3 24 | $378.0M | $593.0M | ||
| Q2 24 | $303.0M | $576.0M |
自由现金流率MASNXPI
| Q1 26 | — | 22.4% | ||
| Q4 25 | 20.7% | 23.8% | ||
| Q3 25 | 21.6% | 16.0% | ||
| Q2 25 | 13.2% | 23.8% | ||
| Q1 25 | -10.5% | 15.0% | ||
| Q4 24 | 19.2% | 8.4% | ||
| Q3 24 | 19.1% | 18.2% | ||
| Q2 24 | 14.5% | 18.4% |
资本支出强度MASNXPI
| Q1 26 | 1.8% | 2.5% | ||
| Q4 25 | 2.6% | 2.9% | ||
| Q3 25 | 2.1% | 2.4% | ||
| Q2 25 | 1.8% | 2.8% | ||
| Q1 25 | 1.8% | 4.9% | ||
| Q4 24 | 3.1% | 4.2% | ||
| Q3 24 | 1.9% | 5.7% | ||
| Q2 24 | 2.1% | 5.9% |
现金转化率MASNXPI
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 1.96× | ||
| Q3 25 | 2.41× | 0.93× | ||
| Q2 25 | 1.13× | 1.75× | ||
| Q1 25 | -0.85× | 1.15× | ||
| Q4 24 | 2.24× | 0.79× | ||
| Q3 24 | 2.49× | 1.08× | ||
| Q2 24 | 1.34× | 1.16× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
