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Mobileye Global Inc.（MBLY）与TELUS CORP（TU）财务数据对比。点击上方公司名可切换其他公司
TELUS CORP的季度营收约是Mobileye Global Inc.的1.9倍（$3.7B vs $1.9B），Mobileye Global Inc.同比增速更快（27.4% vs 2.2%）
Mobileye Global Inc.注册地为美国，总部位于以色列，是自动驾驶领域的知名企业，专注研发自动驾驶技术与高级驾驶辅助系统（ADAS），产品涵盖摄像头、计算芯片及配套软件。公司2017年被英特尔收购，2022年重新上市。
TELUS是加拿大上市综合控股集团，总部位于不列颠哥伦比亚省温哥华。旗下业务涵盖四大板块：通信业务提供固话、电视、数据及互联网服务；移动业务提供无线通信服务；健康板块提供医疗产品及服务；数字业务面向全球提供多语种客户服务外包与数字IT服务。
MBLY vs TU — 直观对比
营收规模更大
TU
是对方的1.9倍
$1.9B
营收增速更快
MBLY
高出25.2%
2.2%
损益表 — Q1 FY2026 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.7B |
| 净利润 | — | $-178.8M |
| 毛利率 | 14.2% | 90.2% |
| 营业利润率 | — | 3.4% |
| 净利率 | — | -4.8% |
| 营收同比 | 27.4% | 2.2% |
| 净利润同比 | — | -210.9% |
| 每股收益（稀释后） | — | — |
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MBLYTU
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | — | ||
| Q3 25 | $504.0M | — | ||
| Q2 25 | $506.0M | $3.7B | ||
| Q1 25 | $438.0M | — | ||
| Q4 24 | $490.0M | — | ||
| Q3 24 | $486.0M | — | ||
| Q2 24 | $439.0M | $3.6B |
净利润MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | — | ||
| Q3 25 | $-96.0M | — | ||
| Q2 25 | $-67.0M | $-178.8M | ||
| Q1 25 | $-102.0M | — | ||
| Q4 24 | $-71.0M | — | ||
| Q3 24 | $-2.7B | — | ||
| Q2 24 | $-86.0M | $161.3M |
毛利率MBLYTU
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 49.8% | 90.2% | ||
| Q1 25 | 47.3% | — | ||
| Q4 24 | 49.2% | — | ||
| Q3 24 | 48.8% | — | ||
| Q2 24 | 47.6% | 87.9% |
营业利润率MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | — | ||
| Q3 25 | -21.6% | — | ||
| Q2 25 | -14.6% | 3.4% | ||
| Q1 25 | -26.7% | — | ||
| Q4 24 | -17.6% | — | ||
| Q3 24 | -577.6% | — | ||
| Q2 24 | -21.4% | 13.7% |
净利率MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | — | ||
| Q3 25 | -19.0% | — | ||
| Q2 25 | -13.2% | -4.8% | ||
| Q1 25 | -23.3% | — | ||
| Q4 24 | -14.5% | — | ||
| Q3 24 | -558.6% | — | ||
| Q2 24 | -19.6% | 4.4% |
每股收益（稀释后）MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | — | ||
| Q3 25 | $-0.12 | — | ||
| Q2 25 | $-0.08 | — | ||
| Q1 25 | $-0.13 | — | ||
| Q4 24 | $-0.09 | — | ||
| Q3 24 | $-3.35 | — | ||
| Q2 24 | $-0.11 | — |
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 | $1.2B | $2.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $11.8B |
| 总资产 | $8.7B | $44.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资MBLYTU
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | $2.7B | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.2B | $676.7M |
股东权益MBLYTU
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | — | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $12.1B | $11.8B | ||
| Q1 25 | $12.0B | — | ||
| Q4 24 | $12.1B | — | ||
| Q3 24 | $12.1B | — | ||
| Q2 24 | $14.7B | $12.4B |
总资产MBLYTU
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | — | ||
| Q3 25 | $12.5B | — | ||
| Q2 25 | $12.6B | $44.3B | ||
| Q1 25 | $12.5B | — | ||
| Q4 24 | $12.6B | — | ||
| Q3 24 | $12.6B | — | ||
| Q2 24 | $15.3B | $41.8B |
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 | $75.0M | $851.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MBLYTU
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | — | ||
| Q3 25 | $167.0M | — | ||
| Q2 25 | $213.0M | $851.2M | ||
| Q1 25 | $109.0M | — | ||
| Q4 24 | $204.0M | — | ||
| Q3 24 | $126.0M | — | ||
| Q2 24 | $30.0M | $1.0B |
自由现金流MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | — | ||
| Q3 25 | $143.0M | — | ||
| Q2 25 | $199.0M | — | ||
| Q1 25 | $95.0M | — | ||
| Q4 24 | $191.0M | — | ||
| Q3 24 | $104.0M | — | ||
| Q2 24 | $6.0M | — |
自由现金流率MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 39.0% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 1.4% | — |
资本支出强度MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 5.5% | — |
现金转化率MBLYTU
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 6.28× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
