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恩智浦（NXPI）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
恩智浦的季度营收约是Post Holdings, Inc.的1.5倍（$3.2B vs $2.2B），恩智浦净利率更高（35.3% vs 4.5%，领先30.8%），Post Holdings, Inc.同比增速更快（10.1% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $119.3M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs 0.9%）
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
NXPI vs POST — 直观对比
营收规模更大
NXPI
是对方的1.5倍
$2.2B
营收增速更快
POST
高出15.1%
-5.0%
净利率更高
NXPI
高出30.8%
4.5%
自由现金流更多
NXPI
多$594.7M
$119.3M
两年增速更快
POST
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.2B |
| 净利润 | $1.1B | $96.8M |
| 毛利率 | 59.5% | 29.4% |
| 营业利润率 | — | 11.0% |
| 净利率 | 35.3% | 4.5% |
| 营收同比 | -5.0% | 10.1% |
| 净利润同比 | 147.0% | -14.6% |
| 每股收益（稀释后） | $4.43 | $1.71 |
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NXPIPOST
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $2.2B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.8B | $2.0B | ||
| Q4 24 | $3.1B | $2.0B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.1B | $1.9B |
净利润NXPIPOST
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $96.8M | ||
| Q3 25 | $631.0M | $51.0M | ||
| Q2 25 | $445.0M | $108.8M | ||
| Q1 25 | $490.0M | $62.6M | ||
| Q4 24 | $495.0M | $113.3M | ||
| Q3 24 | $718.0M | $81.6M | ||
| Q2 24 | $658.0M | $99.8M |
毛利率NXPIPOST
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | 29.4% | ||
| Q3 25 | 56.3% | 26.8% | ||
| Q2 25 | 53.4% | 30.0% | ||
| Q1 25 | 55.0% | 28.0% | ||
| Q4 24 | 53.9% | 30.1% | ||
| Q3 24 | 57.4% | 28.6% | ||
| Q2 24 | 57.3% | 29.6% |
营业利润率NXPIPOST
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 11.0% | ||
| Q3 25 | 28.1% | 7.5% | ||
| Q2 25 | 23.5% | 11.8% | ||
| Q1 25 | 25.5% | 9.3% | ||
| Q4 24 | 21.7% | 10.8% | ||
| Q3 24 | 30.5% | 9.5% | ||
| Q2 24 | 28.7% | 10.4% |
净利率NXPIPOST
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 4.5% | ||
| Q3 25 | 19.9% | 2.3% | ||
| Q2 25 | 15.2% | 5.5% | ||
| Q1 25 | 17.3% | 3.2% | ||
| Q4 24 | 15.9% | 5.7% | ||
| Q3 24 | 22.1% | 4.1% | ||
| Q2 24 | 21.0% | 5.1% |
每股收益（稀释后）NXPIPOST
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $1.71 | ||
| Q3 25 | $2.48 | $0.91 | ||
| Q2 25 | $1.75 | $1.79 | ||
| Q1 25 | $1.92 | $1.03 | ||
| Q4 24 | $1.93 | $1.78 | ||
| Q3 24 | $2.79 | $1.28 | ||
| Q2 24 | $2.54 | $1.53 |
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 | $3.7B | $279.3M |
| 总债务越低越好 | $11.7B | $7.5B |
| 股东权益账面价值 | $10.9B | $3.5B |
| 总资产 | $27.1B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.07× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资NXPIPOST
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $279.3M | ||
| Q3 25 | $3.5B | $176.7M | ||
| Q2 25 | $3.2B | $1.1B | ||
| Q1 25 | $4.0B | $617.6M | ||
| Q4 24 | $3.3B | $872.9M | ||
| Q3 24 | $2.7B | $787.4M | ||
| Q2 24 | $2.9B | $333.8M |
总债务NXPIPOST
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $7.5B | ||
| Q3 25 | $11.0B | $7.4B | ||
| Q2 25 | $9.5B | $7.3B | ||
| Q1 25 | $10.2B | $6.9B | ||
| Q4 24 | $10.4B | $6.9B | ||
| Q3 24 | $9.7B | $6.8B | ||
| Q2 24 | $9.7B | $6.4B |
股东权益NXPIPOST
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $3.5B | ||
| Q3 25 | $10.0B | $3.8B | ||
| Q2 25 | $9.6B | $4.0B | ||
| Q1 25 | $9.3B | $3.8B | ||
| Q4 24 | $9.2B | $3.9B | ||
| Q3 24 | $9.4B | $4.1B | ||
| Q2 24 | $9.0B | $3.9B |
总资产NXPIPOST
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $13.0B | ||
| Q3 25 | $26.4B | $13.5B | ||
| Q2 25 | $25.3B | $13.4B | ||
| Q1 25 | $25.2B | $12.8B | ||
| Q4 24 | $24.4B | $12.8B | ||
| Q3 24 | $23.7B | $12.9B | ||
| Q2 24 | $23.2B | $12.1B |
负债/权益比NXPIPOST
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | 2.16× | ||
| Q3 25 | 1.09× | 1.98× | ||
| Q2 25 | 0.99× | 1.84× | ||
| Q1 25 | 1.10× | 1.81× | ||
| Q4 24 | 1.13× | 1.79× | ||
| Q3 24 | 1.03× | 1.67× | ||
| Q2 24 | 1.07× | 1.62× |
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 | — | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $119.3M |
| 自由现金流率自由现金流/营收 | 22.4% | 5.5% |
| 资本支出强度资本支出/营收 | 2.5% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 2.43× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $436.0M |
8季度趋势，按日历期对齐
经营现金流NXPIPOST
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $235.7M | ||
| Q3 25 | $585.0M | $301.3M | ||
| Q2 25 | $779.0M | $225.9M | ||
| Q1 25 | $565.0M | $160.7M | ||
| Q4 24 | $391.0M | $310.4M | ||
| Q3 24 | $779.0M | $235.4M | ||
| Q2 24 | $761.0M | $272.3M |
自由现金流NXPIPOST
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $119.3M | ||
| Q3 25 | $508.0M | $151.6M | ||
| Q2 25 | $696.0M | $94.9M | ||
| Q1 25 | $426.0M | $70.2M | ||
| Q4 24 | $261.0M | $171.4M | ||
| Q3 24 | $593.0M | $96.2M | ||
| Q2 24 | $576.0M | $161.5M |
自由现金流率NXPIPOST
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 5.5% | ||
| Q3 25 | 16.0% | 6.7% | ||
| Q2 25 | 23.8% | 4.8% | ||
| Q1 25 | 15.0% | 3.6% | ||
| Q4 24 | 8.4% | 8.7% | ||
| Q3 24 | 18.2% | 4.8% | ||
| Q2 24 | 18.4% | 8.3% |
资本支出强度NXPIPOST
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 5.4% | ||
| Q3 25 | 2.4% | 6.7% | ||
| Q2 25 | 2.8% | 6.6% | ||
| Q1 25 | 4.9% | 4.6% | ||
| Q4 24 | 4.2% | 7.0% | ||
| Q3 24 | 5.7% | 6.9% | ||
| Q2 24 | 5.9% | 5.7% |
现金转化率NXPIPOST
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 2.43× | ||
| Q3 25 | 0.93× | 5.91× | ||
| Q2 25 | 1.75× | 2.08× | ||
| Q1 25 | 1.15× | 2.57× | ||
| Q4 24 | 0.79× | 2.74× | ||
| Q3 24 | 1.08× | 2.88× | ||
| Q2 24 | 1.16× | 2.73× |
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
NXPI
暂无分部数据
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
