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诺信（NDSN）与Playtika Holding Corp.（PLTK）财务数据对比。点击上方公司名可切换其他公司
诺信的季度营收约是Playtika Holding Corp.的1.1倍（$751.8M vs $678.8M），诺信净利率更高（20.2% vs -45.6%，领先65.7%），Playtika Holding Corp.同比增速更快（4.4% vs 1.0%），Playtika Holding Corp.自由现金流更多（$275.2M vs $193.9M），过去两年诺信的营收复合增速更高（9.0% vs 2.1%）
诺信（Nordson Corporation）是总部位于美国的跨国企业，专业设计生产民用及工业场景使用的胶粘剂、密封剂、涂料喷涂设备，同时生产电子元器件检测设备、固化及表面处理技术系统，还布局了医疗设备与组件技术相关业务。
Playtika Holding Corp是一家专注于移动端游戏开发与发行的以色列数字娱乐企业，主打休闲社交类手游产品，在全球拥有庞大用户群体。截至2021年，该公司月活跃用户规模已经突破3500万，是行业内影响力突出的移动游戏厂商。
NDSN vs PLTK — 直观对比
营收规模更大
NDSN
是对方的1.1倍
$678.8M
营收增速更快
PLTK
高出3.4%
1.0%
净利率更高
NDSN
高出65.7%
-45.6%
自由现金流更多
PLTK
多$81.3M
$193.9M
两年增速更快
NDSN
近两年复合增速
2.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $751.8M | $678.8M |
| 净利润 | $151.6M | $-309.3M |
| 毛利率 | 56.3% | 72.5% |
| 营业利润率 | 28.5% | -41.4% |
| 净利率 | 20.2% | -45.6% |
| 营收同比 | 1.0% | 4.4% |
| 净利润同比 | 24.1% | -1752.1% |
| 每股收益（稀释后） | $2.67 | $-0.83 |
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NDSNPLTK
| Q4 25 | $751.8M | $678.8M | ||
| Q3 25 | $741.5M | $674.6M | ||
| Q2 25 | $682.9M | $696.0M | ||
| Q1 25 | $615.4M | $706.0M | ||
| Q4 24 | $744.5M | $650.3M | ||
| Q3 24 | $661.6M | $620.8M | ||
| Q2 24 | $650.6M | $627.0M | ||
| Q1 24 | $633.2M | $651.2M |
净利润NDSNPLTK
| Q4 25 | $151.6M | $-309.3M | ||
| Q3 25 | $125.8M | $39.1M | ||
| Q2 25 | $112.4M | $33.2M | ||
| Q1 25 | $94.7M | $30.6M | ||
| Q4 24 | $122.2M | $-16.7M | ||
| Q3 24 | $117.3M | $39.3M | ||
| Q2 24 | $118.2M | $86.6M | ||
| Q1 24 | $109.6M | $53.0M |
毛利率NDSNPLTK
| Q4 25 | 56.3% | 72.5% | ||
| Q3 25 | 54.8% | 73.6% | ||
| Q2 25 | 54.7% | 71.9% | ||
| Q1 25 | 54.6% | 72.0% | ||
| Q4 24 | 54.1% | 72.5% | ||
| Q3 24 | 55.8% | 72.9% | ||
| Q2 24 | 56.2% | 73.2% | ||
| Q1 24 | 55.0% | 72.8% |
营业利润率NDSNPLTK
| Q4 25 | 28.5% | -41.4% | ||
| Q3 25 | 25.3% | 14.6% | ||
| Q2 25 | 24.7% | 15.8% | ||
| Q1 25 | 22.9% | 9.6% | ||
| Q4 24 | 24.0% | 8.5% | ||
| Q3 24 | 25.3% | 15.7% | ||
| Q2 24 | 25.9% | 22.4% | ||
| Q1 24 | 25.2% | 15.1% |
净利率NDSNPLTK
| Q4 25 | 20.2% | -45.6% | ||
| Q3 25 | 17.0% | 5.8% | ||
| Q2 25 | 16.5% | 4.8% | ||
| Q1 25 | 15.4% | 4.3% | ||
| Q4 24 | 16.4% | -2.6% | ||
| Q3 24 | 17.7% | 6.3% | ||
| Q2 24 | 18.2% | 13.8% | ||
| Q1 24 | 17.3% | 8.1% |
每股收益（稀释后）NDSNPLTK
| Q4 25 | $2.67 | $-0.83 | ||
| Q3 25 | $2.22 | $0.11 | ||
| Q2 25 | $1.97 | $0.09 | ||
| Q1 25 | $1.65 | $0.08 | ||
| Q4 24 | $2.12 | $-0.04 | ||
| Q3 24 | $2.04 | $0.11 | ||
| Q2 24 | $2.05 | $0.23 | ||
| Q1 24 | $1.90 | $0.14 |
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 | $108.4M | $684.2M |
| 总债务越低越好 | $2.0B | $2.4B |
| 股东权益账面价值 | $3.0B | $-411.4M |
| 总资产 | $5.9B | $3.7B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势，按日历期对齐
现金及短期投资NDSNPLTK
| Q4 25 | $108.4M | $684.2M | ||
| Q3 25 | $147.8M | $587.9M | ||
| Q2 25 | $130.2M | $500.9M | ||
| Q1 25 | $130.4M | $434.8M | ||
| Q4 24 | $116.0M | $565.8M | ||
| Q3 24 | $165.3M | $1.1B | ||
| Q2 24 | $125.4M | $710.3M | ||
| Q1 24 | $136.2M | $1.0B |
总债务NDSNPLTK
| Q4 25 | $2.0B | $2.4B | ||
| Q3 25 | $2.1B | $2.4B | ||
| Q2 25 | $2.2B | $2.4B | ||
| Q1 25 | $2.2B | $2.4B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $1.5B | $2.4B | ||
| Q2 24 | $1.5B | $2.4B | ||
| Q1 24 | $1.6B | $2.4B |
股东权益NDSNPLTK
| Q4 25 | $3.0B | $-411.4M | ||
| Q3 25 | $3.0B | $-74.8M | ||
| Q2 25 | $3.0B | $-87.8M | ||
| Q1 25 | $2.9B | $-117.2M | ||
| Q4 24 | $2.9B | $-131.1M | ||
| Q3 24 | $2.9B | $-98.0M | ||
| Q2 24 | $2.8B | $-112.9M | ||
| Q1 24 | $2.7B | $-180.4M |
总资产NDSNPLTK
| Q4 25 | $5.9B | $3.7B | ||
| Q3 25 | $6.0B | $3.7B | ||
| Q2 25 | $6.1B | $3.6B | ||
| Q1 25 | $5.9B | $3.6B | ||
| Q4 24 | $6.0B | $3.6B | ||
| Q3 24 | $5.2B | $3.2B | ||
| Q2 24 | $5.2B | $3.2B | ||
| Q1 24 | $5.2B | $3.1B |
负债/权益比NDSNPLTK
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.60× | — |
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 | $202.9M | $285.9M |
| 自由现金流经营现金流 - 资本支出 | $193.9M | $275.2M |
| 自由现金流率自由现金流/营收 | 25.8% | 40.5% |
| 资本支出强度资本支出/营收 | 1.2% | 1.6% |
| 现金转化率经营现金流/净利润 | 1.34× | — |
| 过去12个月自由现金流最近4个季度 | $661.1M | $531.4M |
8季度趋势，按日历期对齐
经营现金流NDSNPLTK
| Q4 25 | $202.9M | $285.9M | ||
| Q3 25 | $238.0M | $116.9M | ||
| Q2 25 | $119.2M | $146.1M | ||
| Q1 25 | $159.1M | $18.8M | ||
| Q4 24 | $96.4M | $153.1M | ||
| Q3 24 | $164.8M | $156.9M | ||
| Q2 24 | $122.6M | $150.5M | ||
| Q1 24 | $172.4M | $29.6M |
自由现金流NDSNPLTK
| Q4 25 | $193.9M | $275.2M | ||
| Q3 25 | $226.4M | $106.5M | ||
| Q2 25 | $103.1M | $141.3M | ||
| Q1 25 | $137.7M | $8.4M | ||
| Q4 24 | $75.8M | $140.3M | ||
| Q3 24 | $143.0M | $152.1M | ||
| Q2 24 | $108.2M | $141.2M | ||
| Q1 24 | $164.8M | $15.6M |
自由现金流率NDSNPLTK
| Q4 25 | 25.8% | 40.5% | ||
| Q3 25 | 30.5% | 15.8% | ||
| Q2 25 | 15.1% | 20.3% | ||
| Q1 25 | 22.4% | 1.2% | ||
| Q4 24 | 10.2% | 21.6% | ||
| Q3 24 | 21.6% | 24.5% | ||
| Q2 24 | 16.6% | 22.5% | ||
| Q1 24 | 26.0% | 2.4% |
资本支出强度NDSNPLTK
| Q4 25 | 1.2% | 1.6% | ||
| Q3 25 | 1.6% | 1.5% | ||
| Q2 25 | 2.3% | 0.7% | ||
| Q1 25 | 3.5% | 1.5% | ||
| Q4 24 | 2.8% | 2.0% | ||
| Q3 24 | 3.3% | 0.8% | ||
| Q2 24 | 2.2% | 1.5% | ||
| Q1 24 | 1.2% | 2.1% |
现金转化率NDSNPLTK
| Q4 25 | 1.34× | — | ||
| Q3 25 | 1.89× | 2.99× | ||
| Q2 25 | 1.06× | 4.40× | ||
| Q1 25 | 1.68× | 0.61× | ||
| Q4 24 | 0.79× | — | ||
| Q3 24 | 1.41× | 3.99× | ||
| Q2 24 | 1.04× | 1.74× | ||
| Q1 24 | 1.57× | 0.56× |
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
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
PLTK
| Third Party Platform | $428.7M | 63% |
| Other | $158.8M | 23% |
| Asia Pacific | $52.7M | 8% |
| Other Geographic Location | $38.6M | 6% |
