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ServiceNow（NOW）与NEWELL BRANDS INC.（NWL）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是NEWELL BRANDS INC.的2.0倍（$3.8B vs $1.9B），ServiceNow净利率更高（12.4% vs -16.6%，领先29.0%），ServiceNow同比增速更快（2.8% vs -2.7%），ServiceNow自由现金流更多（$1.7B vs $91.0M），过去两年ServiceNow的营收复合增速更高（19.8% vs 7.1%）
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
纽威品牌公司（Newell Brands）是美国知名消费品与商用产品集团，旗下拥有多个广受欢迎的品牌，涵盖乐柏美（Rubbermaid）收纳及废弃物处理容器、家居收纳与可重复使用容器，Contigo、Bubba运动水杯，Coleman户外用品，文具胶水、儿童用品、炊具、小家电以及香氛产品等多元品类，覆盖日常生活多场景需求。
NOW vs NWL — 直观对比
营收规模更大
NOW
是对方的2.0倍
$1.9B
营收增速更快
NOW
高出5.4%
-2.7%
净利率更高
NOW
高出29.0%
-16.6%
自由现金流更多
NOW
多$1.6B
$91.0M
两年增速更快
NOW
近两年复合增速
7.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $1.9B |
| 净利润 | $469.0M | $-315.0M |
| 毛利率 | 75.1% | 33.1% |
| 营业利润率 | 13.3% | -14.3% |
| 净利率 | 12.4% | -16.6% |
| 营收同比 | 2.8% | -2.7% |
| 净利润同比 | -53.7% | -483.3% |
| 每股收益（稀释后） | $1.04 | $-0.75 |
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NOWNWL
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.6B | $1.9B | ||
| Q3 25 | $3.4B | $1.8B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.0B | $1.9B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.6B | $2.0B |
净利润NOWNWL
| Q1 26 | $469.0M | — | ||
| Q4 25 | $401.0M | $-315.0M | ||
| Q3 25 | $502.0M | $21.0M | ||
| Q2 25 | $385.0M | $46.0M | ||
| Q1 25 | $460.0M | $-37.0M | ||
| Q4 24 | $384.0M | $-54.0M | ||
| Q3 24 | $432.0M | $-198.0M | ||
| Q2 24 | $262.0M | $45.0M |
毛利率NOWNWL
| Q1 26 | 75.1% | — | ||
| Q4 25 | 76.6% | 33.1% | ||
| Q3 25 | 77.3% | 34.1% | ||
| Q2 25 | 77.5% | 35.4% | ||
| Q1 25 | 78.9% | 32.1% | ||
| Q4 24 | 78.7% | 34.2% | ||
| Q3 24 | 79.1% | 34.9% | ||
| Q2 24 | 79.0% | 34.4% |
营业利润率NOWNWL
| Q1 26 | 13.3% | — | ||
| Q4 25 | 12.4% | -14.3% | ||
| Q3 25 | 16.8% | 6.6% | ||
| Q2 25 | 11.1% | 8.8% | ||
| Q1 25 | 14.6% | 1.3% | ||
| Q4 24 | 12.6% | 0.5% | ||
| Q3 24 | 14.9% | -6.2% | ||
| Q2 24 | 9.1% | 8.0% |
净利率NOWNWL
| Q1 26 | 12.4% | — | ||
| Q4 25 | 11.2% | -16.6% | ||
| Q3 25 | 14.7% | 1.2% | ||
| Q2 25 | 12.0% | 2.4% | ||
| Q1 25 | 14.9% | -2.4% | ||
| Q4 24 | 13.0% | -2.8% | ||
| Q3 24 | 15.4% | -10.2% | ||
| Q2 24 | 10.0% | 2.2% |
每股收益（稀释后）NOWNWL
| Q1 26 | $1.04 | — | ||
| Q4 25 | $-4.77 | $-0.75 | ||
| Q3 25 | $2.40 | $0.05 | ||
| Q2 25 | $1.84 | $0.11 | ||
| Q1 25 | $2.20 | $-0.09 | ||
| Q4 24 | $1.84 | $-0.13 | ||
| Q3 24 | $2.07 | $-0.48 | ||
| Q2 24 | $1.26 | $0.11 |
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 | $2.7B | $203.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $11.7B | $2.4B |
| 总资产 | $24.4B | $10.7B |
| 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NOWNWL
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.7B | $203.0M | ||
| Q3 25 | $2.7B | $229.0M | ||
| Q2 25 | $3.1B | $219.0M | ||
| Q1 25 | $3.4B | $233.0M | ||
| Q4 24 | $2.3B | $198.0M | ||
| Q3 24 | $1.9B | $494.0M | ||
| Q2 24 | $2.2B | $382.0M |
股东权益NOWNWL
| Q1 26 | $11.7B | — | ||
| Q4 25 | $13.0B | $2.4B | ||
| Q3 25 | $11.3B | $2.7B | ||
| Q2 25 | $10.9B | $2.7B | ||
| Q1 25 | $10.1B | $2.7B | ||
| Q4 24 | $9.6B | $2.8B | ||
| Q3 24 | $9.3B | $2.9B | ||
| Q2 24 | $8.7B | $3.1B |
总资产NOWNWL
| Q1 26 | $24.4B | — | ||
| Q4 25 | $26.0B | $10.7B | ||
| Q3 25 | $21.8B | $11.3B | ||
| Q2 25 | $22.1B | $11.5B | ||
| Q1 25 | $21.0B | $11.3B | ||
| Q4 24 | $20.4B | $11.0B | ||
| Q3 24 | $18.4B | $11.8B | ||
| Q2 24 | $18.2B | $12.0B |
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 | $1.7B | $161.0M |
| 自由现金流经营现金流 - 资本支出 | $1.7B | $91.0M |
| 自由现金流率自由现金流/营收 | 44.2% | 4.8% |
| 资本支出强度资本支出/营收 | — | 3.7% |
| 现金转化率经营现金流/净利润 | 3.56× | — |
| 过去12个月自由现金流最近4个季度 | $4.8B | $17.0M |
8季度趋势，按日历期对齐
经营现金流NOWNWL
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.2B | $161.0M | ||
| Q3 25 | $813.0M | $374.0M | ||
| Q2 25 | $716.0M | $-58.0M | ||
| Q1 25 | $1.7B | $-213.0M | ||
| Q4 24 | $1.6B | $150.0M | ||
| Q3 24 | $671.0M | $282.0M | ||
| Q2 24 | $620.0M | $32.0M |
自由现金流NOWNWL
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $91.0M | ||
| Q3 25 | $578.0M | $315.0M | ||
| Q2 25 | $526.0M | $-117.0M | ||
| Q1 25 | $1.5B | $-272.0M | ||
| Q4 24 | $1.4B | $54.0M | ||
| Q3 24 | $469.0M | $231.0M | ||
| Q2 24 | $358.0M | $-21.0M |
自由现金流率NOWNWL
| Q1 26 | 44.2% | — | ||
| Q4 25 | 56.1% | 4.8% | ||
| Q3 25 | 17.0% | 17.4% | ||
| Q2 25 | 16.4% | -6.0% | ||
| Q1 25 | 47.7% | -17.4% | ||
| Q4 24 | 46.7% | 2.8% | ||
| Q3 24 | 16.8% | 11.9% | ||
| Q2 24 | 13.6% | -1.0% |
资本支出强度NOWNWL
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 3.7% | ||
| Q3 25 | 6.9% | 3.3% | ||
| Q2 25 | 5.9% | 3.0% | ||
| Q1 25 | 6.6% | 3.8% | ||
| Q4 24 | 8.6% | 4.9% | ||
| Q3 24 | 7.2% | 2.6% | ||
| Q2 24 | 10.0% | 2.6% |
现金转化率NOWNWL
| Q1 26 | 3.56× | — | ||
| Q4 25 | 5.58× | — | ||
| Q3 25 | 1.62× | 17.81× | ||
| Q2 25 | 1.86× | -1.26× | ||
| Q1 25 | 3.65× | — | ||
| Q4 24 | 4.26× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 2.37× | 0.71× |
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
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |
