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耐克（NKE）与XP Inc.（XP）财务数据对比。点击上方公司名可切换其他公司
XP Inc.的季度营收约是耐克的1.1倍（$13.5B vs $12.4B），耐克净利率更高（6.4% vs 0.0%，领先6.4%）
耐克（Nike, Inc.）是源自美国的全球知名运动企业，主要从事运动鞋、运动服饰及专业运动装备的设计、生产与销售，产品覆盖跑步、篮球、健身等众多运动及日常休闲场景，在全球市场拥有极高品牌认可度与庞大用户群体。
XP Inc.是巴西知名投资管理企业，提供固定收益产品、股票、投资基金、私人养老金产品，同时开展财富管理及其他金融服务。公司主要服务巴西本土客户，在圣保罗、里约热内卢、纽约、迈阿密、伦敦、日内瓦均设有办事处。
NKE vs XP — 直观对比
营收规模更大
XP
是对方的1.1倍
$12.4B
净利率更高
NKE
高出6.4%
0.0%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $12.4B | $13.5B |
| 净利润 | $792.0M | $22.0K |
| 毛利率 | 40.6% | — |
| 营业利润率 | — | 1.1% |
| 净利率 | 6.4% | 0.0% |
| 营收同比 | 0.6% | — |
| 净利润同比 | -31.9% | — |
| 每股收益（稀释后） | $0.53 | $536884.00 |
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NKEXP
| Q4 25 | $12.4B | — | ||
| Q3 25 | $11.7B | $13.5B | ||
| Q2 25 | $11.1B | $8.8B | ||
| Q1 25 | $11.3B | $4.3B | ||
| Q4 24 | $12.4B | — | ||
| Q3 24 | $11.6B | $12.6B | ||
| Q2 24 | $12.6B | $8.3B | ||
| Q1 24 | $12.4B | $4.1B |
净利润NKEXP
| Q4 25 | $792.0M | — | ||
| Q3 25 | $727.0M | $22.0K | ||
| Q2 25 | $211.0M | $22.0K | ||
| Q1 25 | $794.0M | $22.0K | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $21.0K | ||
| Q2 24 | $1.5B | $21.0K | ||
| Q1 24 | $1.2B | $21.0K |
毛利率NKEXP
| Q4 25 | 40.6% | — | ||
| Q3 25 | 42.2% | — | ||
| Q2 25 | 40.3% | — | ||
| Q1 25 | 41.5% | — | ||
| Q4 24 | 43.6% | — | ||
| Q3 24 | 45.4% | — | ||
| Q2 24 | 44.7% | — | ||
| Q1 24 | 44.8% | — |
营业利润率NKEXP
| Q4 25 | — | — | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | 2.9% | 1.0% | ||
| Q1 25 | 7.5% | 1.1% | ||
| Q4 24 | 11.5% | — | ||
| Q3 24 | 11.3% | 1.0% | ||
| Q2 24 | 13.7% | 0.9% | ||
| Q1 24 | 11.3% | 1.0% |
净利率NKEXP
| Q4 25 | 6.4% | — | ||
| Q3 25 | 6.2% | 0.0% | ||
| Q2 25 | 1.9% | 0.0% | ||
| Q1 25 | 7.0% | 0.0% | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 9.1% | 0.0% | ||
| Q2 24 | 11.9% | 0.0% | ||
| Q1 24 | 9.4% | 0.0% |
每股收益（稀释后）NKEXP
| Q4 25 | $0.53 | — | ||
| Q3 25 | $0.49 | $536884.00 | ||
| Q2 25 | $0.14 | $537811.00 | ||
| Q1 25 | $0.54 | $539533.00 | ||
| Q4 24 | $0.78 | — | ||
| Q3 24 | $0.70 | $550958.00 | ||
| Q2 24 | $0.99 | $554030.00 | ||
| Q1 24 | $0.77 | $556675.00 |
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 | $7.0B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $14.1B | $20.0B |
| 总资产 | $37.8B | $347.5B |
| 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NKEXP
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.0B | — | ||
| Q2 25 | $7.5B | — | ||
| Q1 25 | $8.6B | — | ||
| Q4 24 | $8.0B | — | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $9.9B | — | ||
| Q1 24 | $9.0B | — |
总债务NKEXP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $8.0B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $8.9B | — | ||
| Q1 24 | — | — |
股东权益NKEXP
| Q4 25 | $14.1B | — | ||
| Q3 25 | $13.5B | $20.0B | ||
| Q2 25 | $13.2B | $20.0B | ||
| Q1 25 | $14.0B | $20.0B | ||
| Q4 24 | $14.0B | — | ||
| Q3 24 | $13.9B | $19.5B | ||
| Q2 24 | $14.4B | $19.5B | ||
| Q1 24 | $14.2B | $19.5B |
总资产NKEXP
| Q4 25 | $37.8B | — | ||
| Q3 25 | $37.3B | $347.5B | ||
| Q2 25 | $36.6B | $347.5B | ||
| Q1 25 | $37.8B | $347.5B | ||
| Q4 24 | $38.0B | — | ||
| Q3 24 | $37.9B | $249.0B | ||
| Q2 24 | $38.1B | $249.0B | ||
| Q1 24 | $37.4B | $249.0B |
负债/权益比NKEXP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.60× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.62× | — | ||
| Q1 24 | — | — |
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 | $579.0M | — |
| 自由现金流经营现金流 - 资本支出 | $386.0M | — |
| 自由现金流率自由现金流/营收 | 3.1% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 0.73× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流NKEXP
| Q4 25 | $579.0M | — | ||
| Q3 25 | $222.0M | — | ||
| Q2 25 | $463.0M | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $394.0M | — | ||
| Q2 24 | $2.6B | — | ||
| Q1 24 | $2.1B | — |
自由现金流NKEXP
| Q4 25 | $386.0M | — | ||
| Q3 25 | $15.0M | — | ||
| Q2 25 | $363.0M | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $920.0M | — | ||
| Q3 24 | $274.0M | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $1.9B | — |
自由现金流率NKEXP
| Q4 25 | 3.1% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 15.2% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 19.1% | — | ||
| Q1 24 | 15.4% | — |
资本支出强度NKEXP
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 1.1% | — |
现金转化率NKEXP
| Q4 25 | 0.73× | — | ||
| Q3 25 | 0.31× | — | ||
| Q2 25 | 2.19× | — | ||
| Q1 25 | 2.26× | — | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 0.37× | — | ||
| Q2 24 | 1.75× | — | ||
| Q1 24 | 1.76× | — |
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
NKE
| Footwear | $7.7B | 62% |
| Apparel | $3.9B | 31% |
| Sporting Equipment | $550.0M | 4% |
| Converse Segment | $300.0M | 2% |
| Sales Channel Other | $9.0M | 0% |
XP
暂无分部数据
