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Mobileye Global Inc.（MBLY）与Wayfair Inc.（W）财务数据对比。点击上方公司名可切换其他公司
Wayfair Inc.的季度营收约是Mobileye Global Inc.的1.7倍（$3.3B vs $1.9B），Mobileye Global Inc.同比增速更快（27.4% vs 6.9%），过去两年Mobileye Global Inc.的营收复合增速更高（109.9% vs 10.6%）
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。
Wayfair Inc.是总部位于美国马萨诸塞州波士顿的电商企业，2002年成立，前身为CSN Stores，专注于家具及家居用品线上销售。目前平台提供来自全球11000余家供应商的1400万款商品，业务遍及北美、加拿大、德国、爱尔兰、中国、英国等国家和地区。
MBLY vs W — 直观对比
营收规模更大
W
是对方的1.7倍
$1.9B
营收增速更快
MBLY
高出20.5%
6.9%
两年增速更快
MBLY
近两年复合增速
10.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.3B |
| 净利润 | — | $-116.0M |
| 毛利率 | 14.2% | 30.3% |
| 营业利润率 | — | 2.5% |
| 净利率 | — | -3.5% |
| 营收同比 | 27.4% | 6.9% |
| 净利润同比 | — | 9.4% |
| 每股收益（稀释后） | — | $-0.90 |
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MBLYW
| Q1 26 | $1.9B | — | ||
| Q4 25 | $446.0M | $3.3B | ||
| Q3 25 | $504.0M | $3.1B | ||
| Q2 25 | $506.0M | $3.3B | ||
| Q1 25 | $438.0M | $2.7B | ||
| Q4 24 | $490.0M | $3.1B | ||
| Q3 24 | $486.0M | $2.9B | ||
| Q2 24 | $439.0M | $3.1B |
净利润MBLYW
| Q1 26 | — | — | ||
| Q4 25 | $-127.0M | $-116.0M | ||
| Q3 25 | $-96.0M | $-99.0M | ||
| Q2 25 | $-67.0M | $15.0M | ||
| Q1 25 | $-102.0M | $-113.0M | ||
| Q4 24 | $-71.0M | $-128.0M | ||
| Q3 24 | $-2.7B | $-74.0M | ||
| Q2 24 | $-86.0M | $-42.0M |
毛利率MBLYW
| Q1 26 | 14.2% | — | ||
| Q4 25 | 45.3% | 30.3% | ||
| Q3 25 | 48.2% | 30.0% | ||
| Q2 25 | 49.8% | 30.1% | ||
| Q1 25 | 47.3% | 30.7% | ||
| Q4 24 | 49.2% | 30.2% | ||
| Q3 24 | 48.8% | 30.3% | ||
| Q2 24 | 47.6% | 30.2% |
营业利润率MBLYW
| Q1 26 | — | — | ||
| Q4 25 | -31.4% | 2.5% | ||
| Q3 25 | -21.6% | 1.2% | ||
| Q2 25 | -14.6% | 0.5% | ||
| Q1 25 | -26.7% | -4.5% | ||
| Q4 24 | -17.6% | -3.7% | ||
| Q3 24 | -577.6% | -2.6% | ||
| Q2 24 | -21.4% | -1.1% |
净利率MBLYW
| Q1 26 | — | — | ||
| Q4 25 | -28.5% | -3.5% | ||
| Q3 25 | -19.0% | -3.2% | ||
| Q2 25 | -13.2% | 0.5% | ||
| Q1 25 | -23.3% | -4.1% | ||
| Q4 24 | -14.5% | -4.1% | ||
| Q3 24 | -558.6% | -2.6% | ||
| Q2 24 | -19.6% | -1.3% |
每股收益（稀释后）MBLYW
| Q1 26 | — | — | ||
| Q4 25 | $-0.15 | $-0.90 | ||
| Q3 25 | $-0.12 | $-0.76 | ||
| Q2 25 | $-0.08 | $0.11 | ||
| Q1 25 | $-0.13 | $-0.89 | ||
| Q4 24 | $-0.09 | $-1.01 | ||
| Q3 24 | $-3.35 | $-0.60 | ||
| Q2 24 | $-0.11 | $-0.34 |
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 | $1.5B |
| 总债务越低越好 | — | $3.3B |
| 股东权益账面价值 | $8.2B | $-2.8B |
| 总资产 | $8.7B | $3.4B |
| 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MBLYW
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.3B | $1.3B | ||
| Q2 24 | $1.2B | $1.3B |
总债务MBLYW
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
股东权益MBLYW
| Q1 26 | $8.2B | — | ||
| Q4 25 | $11.9B | $-2.8B | ||
| Q3 25 | $11.9B | $-2.8B | ||
| Q2 25 | $12.1B | $-2.7B | ||
| Q1 25 | $12.0B | $-2.8B | ||
| Q4 24 | $12.1B | $-2.8B | ||
| Q3 24 | $12.1B | $-2.7B | ||
| Q2 24 | $14.7B | $-2.8B |
总资产MBLYW
| Q1 26 | $8.7B | — | ||
| Q4 25 | $12.5B | $3.4B | ||
| Q3 25 | $12.5B | $3.1B | ||
| Q2 25 | $12.6B | $3.3B | ||
| Q1 25 | $12.5B | $3.4B | ||
| Q4 24 | $12.6B | $3.5B | ||
| Q3 24 | $12.6B | $3.4B | ||
| Q2 24 | $15.3B | $3.4B |
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 | $202.0M |
| 自由现金流经营现金流 - 资本支出 | — | $177.0M |
| 自由现金流率自由现金流/营收 | — | 5.3% |
| 资本支出强度资本支出/营收 | — | 0.7% |
| 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 | — | $464.0M |
8季度趋势，按日历期对齐
经营现金流MBLYW
| Q1 26 | $75.0M | — | ||
| Q4 25 | $113.0M | $202.0M | ||
| Q3 25 | $167.0M | $155.0M | ||
| Q2 25 | $213.0M | $273.0M | ||
| Q1 25 | $109.0M | $-96.0M | ||
| Q4 24 | $204.0M | $162.0M | ||
| Q3 24 | $126.0M | $49.0M | ||
| Q2 24 | $30.0M | $245.0M |
自由现金流MBLYW
| Q1 26 | — | — | ||
| Q4 25 | $86.0M | $177.0M | ||
| Q3 25 | $143.0M | $128.0M | ||
| Q2 25 | $199.0M | $260.0M | ||
| Q1 25 | $95.0M | $-101.0M | ||
| Q4 24 | $191.0M | $142.0M | ||
| Q3 24 | $104.0M | $32.0M | ||
| Q2 24 | $6.0M | $222.0M |
自由现金流率MBLYW
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 5.3% | ||
| Q3 25 | 28.4% | 4.1% | ||
| Q2 25 | 39.3% | 7.9% | ||
| Q1 25 | 21.7% | -3.7% | ||
| Q4 24 | 39.0% | 4.5% | ||
| Q3 24 | 21.4% | 1.1% | ||
| Q2 24 | 1.4% | 7.1% |
资本支出强度MBLYW
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 0.7% | ||
| Q3 25 | 4.8% | 0.9% | ||
| Q2 25 | 2.8% | 0.4% | ||
| Q1 25 | 3.2% | 0.2% | ||
| Q4 24 | 2.7% | 0.6% | ||
| Q3 24 | 4.5% | 0.6% | ||
| Q2 24 | 5.5% | 0.7% |
现金转化率MBLYW
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 18.20× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
W
| US Segment | $2.9B | 88% |
| International Segment | $395.0M | 12% |
