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Mobileye Global Inc.（MBLY）与Vici Properties（VICI）财务数据对比。点击上方公司名可切换其他公司
Mobileye Global Inc.的季度营收约是Vici Properties的1.9倍（$1.9B vs $1.0B），Mobileye Global Inc.同比增速更快（27.4% vs 3.8%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 3.2%）
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。
Vici Properties是总部位于美国纽约的房地产投资信托（REIT），专注于博彩及娱乐类物业。公司成立于2017年，由凯撒娱乐集团破产重组时分拆而来，目前在美加两国持有54家赌场、酒店、赛马场，4座高尔夫球场及38个保龄球馆。
MBLY vs VICI — 直观对比
营收规模更大
MBLY
是对方的1.9倍
$1.0B
营收增速更快
MBLY
高出23.6%
3.8%
两年增速更快
MBLY
近两年复合增速
3.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.0B |
| 净利润 | — | $604.8M |
| 毛利率 | 14.2% | 99.3% |
| 营业利润率 | — | 60.2% |
| 净利率 | — | 59.7% |
| 营收同比 | 27.4% | 3.8% |
| 净利润同比 | — | -1.6% |
| 每股收益（稀释后） | — | $0.57 |
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MBLYVICI
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | $1.0B | ||
| Q3 25 | $504.0M | $1.0B | ||
| Q2 25 | $506.0M | $1.0B | ||
| Q1 25 | $438.0M | $984.2M | ||
| Q4 24 | $490.0M | $976.1M | ||
| Q3 24 | $486.0M | $964.7M | ||
| Q2 24 | $439.0M | $957.0M |
净利润MBLYVICI
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $604.8M | ||
| Q3 25 | $-96.0M | $762.0M | ||
| Q2 25 | $-67.0M | $865.1M | ||
| Q1 25 | $-102.0M | $543.6M | ||
| Q4 24 | $-71.0M | $614.6M | ||
| Q3 24 | $-2.7B | $732.9M | ||
| Q2 24 | $-86.0M | $741.3M |
毛利率MBLYVICI
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | 99.3% | ||
| Q3 25 | 48.2% | 99.3% | ||
| Q2 25 | 49.8% | 99.3% | ||
| Q1 25 | 47.3% | 99.4% | ||
| Q4 24 | 49.2% | 99.3% | ||
| Q3 24 | 48.8% | 99.3% | ||
| Q2 24 | 47.6% | 99.3% |
营业利润率MBLYVICI
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | 60.2% | ||
| Q3 25 | -21.6% | 77.2% | ||
| Q2 25 | -14.6% | 88.3% | ||
| Q1 25 | -26.7% | 55.9% | ||
| Q4 24 | -17.6% | 64.2% | ||
| Q3 24 | -577.6% | 77.4% | ||
| Q2 24 | -21.4% | 79.0% |
净利率MBLYVICI
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | 59.7% | ||
| Q3 25 | -19.0% | 75.6% | ||
| Q2 25 | -13.2% | 86.4% | ||
| Q1 25 | -23.3% | 55.2% | ||
| Q4 24 | -14.5% | 63.0% | ||
| Q3 24 | -558.6% | 76.0% | ||
| Q2 24 | -19.6% | 77.5% |
每股收益（稀释后）MBLYVICI
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $0.57 | ||
| Q3 25 | $-0.12 | $0.71 | ||
| Q2 25 | $-0.08 | $0.82 | ||
| Q1 25 | $-0.13 | $0.51 | ||
| Q4 24 | $-0.09 | $0.58 | ||
| Q3 24 | $-3.35 | $0.70 | ||
| Q2 24 | $-0.11 | $0.71 |
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 | $608.0M |
| 总债务越低越好 | — | $16.8B |
| 股东权益账面价值 | $8.2B | $27.8B |
| 总资产 | $8.7B | $46.7B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资MBLYVICI
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $608.0M | ||
| Q3 25 | $1.7B | $507.5M | ||
| Q2 25 | $1.7B | $233.0M | ||
| Q1 25 | $1.5B | $334.3M | ||
| Q4 24 | $1.4B | $524.6M | ||
| Q3 24 | $1.3B | $355.7M | ||
| Q2 24 | $1.2B | $347.2M |
总债务MBLYVICI
| Q1 26 | — | — | ||
| Q4 25 | — | $16.8B | ||
| Q3 25 | — | $16.8B | ||
| Q2 25 | — | $16.9B | ||
| Q1 25 | — | $16.8B | ||
| Q4 24 | — | $16.7B | ||
| Q3 24 | — | $16.7B | ||
| Q2 24 | — | $16.7B |
股东权益MBLYVICI
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $27.8B | ||
| Q3 25 | $11.9B | $27.7B | ||
| Q2 25 | $12.1B | $27.0B | ||
| Q1 25 | $12.0B | $26.6B | ||
| Q4 24 | $12.1B | $26.5B | ||
| Q3 24 | $12.1B | $26.1B | ||
| Q2 24 | $14.7B | $25.7B |
总资产MBLYVICI
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $46.7B | ||
| Q3 25 | $12.5B | $46.5B | ||
| Q2 25 | $12.6B | $46.1B | ||
| Q1 25 | $12.5B | $45.5B | ||
| Q4 24 | $12.6B | $45.4B | ||
| Q3 24 | $12.6B | $44.9B | ||
| Q2 24 | $15.3B | $44.5B |
负债/权益比MBLYVICI
| Q1 26 | — | — | ||
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.65× |
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 | $691.9M |
| 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 | — | 1.14× |
| 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MBLYVICI
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $691.9M | ||
| Q3 25 | $167.0M | $586.3M | ||
| Q2 25 | $213.0M | $639.9M | ||
| Q1 25 | $109.0M | $591.9M | ||
| Q4 24 | $204.0M | $644.1M | ||
| Q3 24 | $126.0M | $579.1M | ||
| Q2 24 | $30.0M | $614.6M |
自由现金流MBLYVICI
| 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MBLYVICI
| 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MBLYVICI
| 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MBLYVICI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.14× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | — | 0.74× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 0.79× | ||
| Q2 24 | — | 0.83× |
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
MBLY
暂无分部数据
VICI
| Fixed Rent | $504.3M | 50% |
| Other | $478.4M | 47% |
| Contingent Rent | $30.4M | 3% |
