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摩托罗拉解决方案（MSI）与Truist Financial（TFC）财务数据对比。点击上方公司名可切换其他公司
Truist Financial的季度营收约是摩托罗拉解决方案的1.1倍（$3.7B vs $3.4B），Truist Financial净利率更高（36.6% vs 19.2%，领先17.4%），摩托罗拉解决方案同比增速更快（12.3% vs 3.1%），过去两年摩托罗拉解决方案的营收复合增速更高（18.9% vs 4.8%）
摩托罗拉解决方案是美国科技企业，总部位于伊利诺伊州芝加哥，2011年由摩托罗拉公司拆分成立。公司面向公共安全部门及企业客户，提供关键通信、视频安防、指挥中心技术等安全防护类产品与服务。
Truist Financial是美国银行控股公司，总部位于北卡罗来纳州夏洛特，2019年12月由BB&T与SunTrust合并组建。旗下银行在15个州及华盛顿特区共运营1928家网点，提供零售、商业、投资银行、证券经纪、资产管理、抵押贷款、保险等多元金融产品服务，为美国第十大银行，总资产达5230亿美元。
MSI vs TFC — 直观对比
营收规模更大
TFC
是对方的1.1倍
$3.4B
营收增速更快
MSI
高出9.2%
3.1%
净利率更高
TFC
高出17.4%
19.2%
两年增速更快
MSI
近两年复合增速
4.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $3.7B |
| 净利润 | $649.0M | $1.4B |
| 毛利率 | 52.3% | — |
| 营业利润率 | 27.9% | 42.3% |
| 净利率 | 19.2% | 36.6% |
| 营收同比 | 12.3% | 3.1% |
| 净利润同比 | 6.2% | 6.1% |
| 每股收益（稀释后） | $3.85 | $1.01 |
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MSITFC
| Q4 25 | $3.4B | $3.7B | ||
| Q3 25 | $3.0B | $3.6B | ||
| Q2 25 | $2.8B | $3.6B | ||
| Q1 25 | $2.5B | $3.5B | ||
| Q4 24 | $3.0B | $3.6B | ||
| Q3 24 | $2.8B | $3.6B | ||
| Q2 24 | $2.6B | $3.5B | ||
| Q1 24 | $2.4B | $3.4B |
净利润MSITFC
| Q4 25 | $649.0M | $1.4B | ||
| Q3 25 | $562.0M | $1.5B | ||
| Q2 25 | $513.0M | $1.2B | ||
| Q1 25 | $430.0M | $1.3B | ||
| Q4 24 | $611.0M | $1.3B | ||
| Q3 24 | $562.0M | $1.4B | ||
| Q2 24 | $443.0M | $922.0M | ||
| Q1 24 | $-39.0M | $1.2B |
毛利率MSITFC
| Q4 25 | 52.3% | — | ||
| Q3 25 | 51.6% | — | ||
| Q2 25 | 51.1% | — | ||
| Q1 25 | 51.4% | — | ||
| Q4 24 | 51.4% | — | ||
| Q3 24 | 51.4% | — | ||
| Q2 24 | 51.0% | — | ||
| Q1 24 | 49.9% | — |
营业利润率MSITFC
| Q4 25 | 27.9% | 42.3% | ||
| Q3 25 | 25.6% | 47.9% | ||
| Q2 25 | 25.0% | 42.2% | ||
| Q1 25 | 23.0% | 43.8% | ||
| Q4 24 | 27.0% | 43.3% | ||
| Q3 24 | 25.5% | 47.5% | ||
| Q2 24 | 24.5% | -148.3% | ||
| Q1 24 | 21.7% | 40.5% |
净利率MSITFC
| Q4 25 | 19.2% | 36.6% | ||
| Q3 25 | 18.7% | 40.0% | ||
| Q2 25 | 18.6% | 34.6% | ||
| Q1 25 | 17.0% | 36.0% | ||
| Q4 24 | 20.3% | 35.5% | ||
| Q3 24 | 20.1% | 40.0% | ||
| Q2 24 | 16.9% | 26.1% | ||
| Q1 24 | -1.6% | 35.6% |
每股收益（稀释后）MSITFC
| Q4 25 | $3.85 | $1.01 | ||
| Q3 25 | $3.33 | $1.04 | ||
| Q2 25 | $3.04 | $0.90 | ||
| Q1 25 | $2.53 | $0.87 | ||
| Q4 24 | $3.57 | $0.94 | ||
| Q3 24 | $3.29 | $0.99 | ||
| Q2 24 | $2.60 | $0.62 | ||
| Q1 24 | $-0.23 | $0.81 |
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 | — |
| 总债务越低越好 | — | $42.0B |
| 股东权益账面价值 | $2.4B | $65.2B |
| 总资产 | $19.4B | $547.5B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资MSITFC
| Q4 25 | $1.2B | — | ||
| Q3 25 | $894.0M | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.5B | — |
总债务MSITFC
| Q4 25 | — | $42.0B | ||
| Q3 25 | — | $41.7B | ||
| Q2 25 | — | $44.4B | ||
| Q1 25 | — | $32.0B | ||
| Q4 24 | — | $35.0B | ||
| Q3 24 | — | $36.8B | ||
| Q2 24 | — | $34.6B | ||
| Q1 24 | — | $39.1B |
股东权益MSITFC
| Q4 25 | $2.4B | $65.2B | ||
| Q3 25 | $2.3B | $65.6B | ||
| Q2 25 | $2.0B | $64.8B | ||
| Q1 25 | $1.6B | $64.6B | ||
| Q4 24 | $1.7B | $63.7B | ||
| Q3 24 | $1.3B | $65.7B | ||
| Q2 24 | $802.0M | $63.8B | ||
| Q1 24 | $521.0M | $59.1B |
总资产MSITFC
| Q4 25 | $19.4B | $547.5B | ||
| Q3 25 | $18.8B | $543.9B | ||
| Q2 25 | $16.4B | $543.8B | ||
| Q1 25 | $14.4B | $535.9B | ||
| Q4 24 | $14.6B | $531.2B | ||
| Q3 24 | $13.9B | $523.4B | ||
| Q2 24 | $13.3B | $519.9B | ||
| Q1 24 | $13.3B | $535.0B |
负债/权益比MSITFC
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.56× | ||
| Q2 24 | — | 0.54× | ||
| Q1 24 | — | 0.66× |
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 | $1.3B | $2.6B |
| 自由现金流经营现金流 - 资本支出 | $1.1B | — |
| 自由现金流率自由现金流/营收 | 33.8% | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | 1.94× | 1.91× |
| 过去12个月自由现金流最近4个季度 | $2.6B | — |
8季度趋势，按日历期对齐
经营现金流MSITFC
| Q4 25 | $1.3B | $2.6B | ||
| Q3 25 | $798.0M | $1.5B | ||
| Q2 25 | $273.0M | $914.0M | ||
| Q1 25 | $510.0M | $746.0M | ||
| Q4 24 | $1.1B | $775.0M | ||
| Q3 24 | $759.0M | $1.5B | ||
| Q2 24 | $180.0M | $845.0M | ||
| Q1 24 | $382.0M | $-990.0M |
自由现金流MSITFC
| Q4 25 | $1.1B | — | ||
| Q3 25 | $732.0M | — | ||
| Q2 25 | $225.0M | — | ||
| Q1 25 | $473.0M | — | ||
| Q4 24 | $984.0M | — | ||
| Q3 24 | $702.0M | — | ||
| Q2 24 | $112.0M | — | ||
| Q1 24 | $336.0M | — |
自由现金流率MSITFC
| Q4 25 | 33.8% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | 18.7% | — | ||
| Q4 24 | 32.7% | — | ||
| Q3 24 | 25.2% | — | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | 14.1% | — |
资本支出强度MSITFC
| Q4 25 | 3.4% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 2.6% | — | ||
| Q1 24 | 1.9% | — |
现金转化率MSITFC
| Q4 25 | 1.94× | 1.91× | ||
| Q3 25 | 1.42× | 1.03× | ||
| Q2 25 | 0.53× | 0.74× | ||
| Q1 25 | 1.19× | 0.59× | ||
| Q4 24 | 1.75× | 0.61× | ||
| Q3 24 | 1.35× | 1.06× | ||
| Q2 24 | 0.41× | 0.92× | ||
| Q1 24 | — | -0.82× |
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
MSI
| Product And Systems Integration Segment | $1.5B | 45% |
| Services And Software Segment | $833.0M | 25% |
| Sales Channel Through Intermediary | $772.0M | 23% |
| Command Center Software | $258.0M | 8% |
TFC
暂无分部数据
