vs
Northern Trust（NTRS）与百济神州（ONC）财务数据对比。点击上方公司名可切换其他公司
Northern Trust的季度营收约是百济神州的1.5倍（$2.2B vs $1.5B），Northern Trust净利率更高（23.7% vs 4.4%，领先19.3%），百济神州同比增速更快（32.8% vs 13.8%），过去两年百济神州的营收复合增速更高（41.2% vs 37.8%）
Northern Trust是总部位于美国伊利诺伊州芝加哥的专业金融服务企业，主要服务对象包括各类企业、机构投资者以及超高净值个人客户，是美国规模最大、持续运营历史最悠久的银行机构之一。截至2025年12月末，其管理资产规模达1.8万亿美元，托管资产规模达14.9万亿美元。
BeOne Medicines（原百济神州）是一家跨国肿瘤领域制药企业，专注于癌症治疗创新药物的研发与商业化，致力于为全球癌症患者提供更有效、可及性更高的治疗方案，改善患者的生存质量与预后。
NTRS vs ONC — 直观对比
营收规模更大
NTRS
是对方的1.5倍
$1.5B
营收增速更快
ONC
高出19.1%
13.8%
净利率更高
NTRS
高出19.3%
4.4%
两年增速更快
ONC
近两年复合增速
37.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.5B |
| 净利润 | $525.5M | $66.5M |
| 毛利率 | — | 90.5% |
| 营业利润率 | — | 12.4% |
| 净利率 | 23.7% | 4.4% |
| 营收同比 | 13.8% | 32.8% |
| 净利润同比 | 13.0% | 143.8% |
| 每股收益（稀释后） | $2.71 | $0.05 |
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NTRSONC
| Q1 26 | $2.2B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.2B | $929.2M |
净利润NTRSONC
| Q1 26 | $525.5M | — | ||
| Q4 25 | $466.0M | $66.5M | ||
| Q3 25 | $457.6M | $124.8M | ||
| Q2 25 | $421.3M | $94.3M | ||
| Q1 25 | $392.0M | $1.3M | ||
| Q4 24 | $455.4M | $-151.9M | ||
| Q3 24 | $464.9M | $-121.3M | ||
| Q2 24 | $896.1M | $-120.4M |
毛利率NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | — | 90.5% | ||
| Q3 25 | — | 86.1% | ||
| Q2 25 | — | 87.5% | ||
| Q1 25 | — | 85.2% | ||
| Q4 24 | — | 85.8% | ||
| Q3 24 | — | 83.0% | ||
| Q2 24 | — | 85.1% |
营业利润率NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | 48.5% | 12.4% | ||
| Q3 25 | 49.0% | 11.5% | ||
| Q2 25 | 45.9% | 6.7% | ||
| Q1 25 | 43.0% | 1.0% | ||
| Q4 24 | 48.6% | -7.0% | ||
| Q3 24 | 50.2% | -12.0% | ||
| Q2 24 | — | -11.5% |
净利率NTRSONC
| Q1 26 | 23.7% | — | ||
| Q4 25 | 35.6% | 4.4% | ||
| Q3 25 | 36.2% | 8.8% | ||
| Q2 25 | 34.2% | 7.2% | ||
| Q1 25 | 32.3% | 0.1% | ||
| Q4 24 | 37.3% | -13.5% | ||
| Q3 24 | 38.9% | -12.1% | ||
| Q2 24 | 76.8% | -13.0% |
每股收益（稀释后）NTRSONC
| Q1 26 | $2.71 | — | ||
| Q4 25 | $2.42 | $0.05 | ||
| Q3 25 | $2.29 | $0.08 | ||
| Q2 25 | $2.13 | $0.06 | ||
| Q1 25 | $1.90 | $0.00 | ||
| Q4 24 | $2.25 | $-0.10 | ||
| Q3 24 | $2.22 | $-0.09 | ||
| Q2 24 | $4.34 | $-0.09 |
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 | — | $4.5B |
| 总债务越低越好 | $2.9B | $836.4M |
| 股东权益账面价值 | $13.0B | $4.4B |
| 总资产 | $174.6B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | — | $4.5B | ||
| Q3 25 | — | $4.0B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.6B |
总债务NTRSONC
| Q1 26 | $2.9B | — | ||
| Q4 25 | — | $836.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NTRSONC
| Q1 26 | $13.0B | — | ||
| Q4 25 | $13.0B | $4.4B | ||
| Q3 25 | $13.0B | $4.1B | ||
| Q2 25 | $12.9B | $3.8B | ||
| Q1 25 | $12.9B | $3.5B | ||
| Q4 24 | $12.8B | $3.3B | ||
| Q3 24 | $12.7B | $3.4B | ||
| Q2 24 | $12.7B | $3.4B |
总资产NTRSONC
| Q1 26 | $174.6B | — | ||
| Q4 25 | $177.1B | $8.2B | ||
| Q3 25 | $170.3B | $7.6B | ||
| Q2 25 | $171.9B | $6.3B | ||
| Q1 25 | $165.1B | $5.8B | ||
| Q4 24 | $155.5B | $5.9B | ||
| Q3 24 | $155.8B | $5.8B | ||
| Q2 24 | $156.8B | $5.7B |
负债/权益比NTRSONC
| Q1 26 | 0.22× | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $417.3M |
| 自由现金流经营现金流 - 资本支出 | — | $379.8M |
| 自由现金流率自由现金流/营收 | — | 25.4% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | — | 6.28× |
| 过去12个月自由现金流最近4个季度 | — | $941.7M |
8季度趋势，按日历期对齐
经营现金流NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | $388.4M | $417.3M | ||
| Q3 25 | $525.8M | $402.6M | ||
| Q2 25 | $1.9B | $263.6M | ||
| Q1 25 | $2.7B | $44.1M | ||
| Q4 24 | $-2.6B | $75.2M | ||
| Q3 24 | $611.1M | $188.4M | ||
| Q2 24 | $3.0B | $-95.6M |
自由现金流NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | $355.6M | $379.8M | ||
| Q3 25 | $509.4M | $354.5M | ||
| Q2 25 | $1.9B | $219.8M | ||
| Q1 25 | $2.7B | $-12.3M | ||
| Q4 24 | $-2.7B | $-17.3M | ||
| Q3 24 | $585.4M | $54.7M | ||
| Q2 24 | $3.0B | $-205.5M |
自由现金流率NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | 25.4% | ||
| Q3 25 | 40.3% | 25.1% | ||
| Q2 25 | 150.8% | 16.7% | ||
| Q1 25 | 225.5% | -1.1% | ||
| Q4 24 | -218.9% | -1.5% | ||
| Q3 24 | 48.9% | 5.5% | ||
| Q2 24 | 254.7% | -22.1% |
资本支出强度NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 2.5% | ||
| Q3 25 | 1.3% | 3.4% | ||
| Q2 25 | 1.0% | 3.3% | ||
| Q1 25 | 1.0% | 5.0% | ||
| Q4 24 | 3.3% | 8.2% | ||
| Q3 24 | 2.1% | 13.3% | ||
| Q2 24 | 1.8% | 11.8% |
现金转化率NTRSONC
| Q1 26 | — | — | ||
| Q4 25 | 0.83× | 6.28× | ||
| Q3 25 | 1.15× | 3.22× | ||
| Q2 25 | 4.44× | 2.79× | ||
| Q1 25 | 7.01× | 34.71× | ||
| Q4 24 | -5.79× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 3.34× | — |
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
NTRS
| Trust, Investment and Other Servicing Fees | $1.3B | 61% |
| Other | $871.8M | 39% |
ONC
暂无分部数据
