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恩智浦（NXPI）与PPL Corporation（PPL）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PPL Corporation的1.4倍（$3.2B vs $2.3B），恩智浦净利率更高（35.3% vs 11.3%，领先23.9%），PPL Corporation同比增速更快（7.2% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $-614.0M），过去两年PPL Corporation的营收复合增速更高（1.0% 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。
PPL公司是总部位于美国宾夕法尼亚州的能源公用事业控股企业，为宾州、肯塔基州、罗德岛州约350万居民及工商业用户提供电力与天然气供应服务，核心业务方向包括电网现代化升级、清洁能源转型、高可靠性可持续能源服务供给。
NXPI vs PPL — 直观对比
营收规模更大
NXPI
是对方的1.4倍
$2.3B
营收增速更快
PPL
高出12.2%
-5.0%
净利率更高
NXPI
高出23.9%
11.3%
自由现金流更多
NXPI
多$1.3B
$-614.0M
两年增速更快
PPL
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.3B |
| 净利润 | $1.1B | $266.0M |
| 毛利率 | 59.5% | — |
| 营业利润率 | — | 20.3% |
| 净利率 | 35.3% | 11.3% |
| 营收同比 | -5.0% | 7.2% |
| 净利润同比 | 147.0% | 50.3% |
| 每股收益（稀释后） | $4.43 | $0.35 |
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NXPIPPL
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $2.3B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.8B | $2.5B | ||
| Q4 24 | $3.1B | $2.2B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.1B | $1.9B |
净利润NXPIPPL
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $266.0M | ||
| Q3 25 | $631.0M | $318.0M | ||
| Q2 25 | $445.0M | $183.0M | ||
| Q1 25 | $490.0M | $414.0M | ||
| Q4 24 | $495.0M | $177.0M | ||
| Q3 24 | $718.0M | $214.0M | ||
| Q2 24 | $658.0M | $190.0M |
毛利率NXPIPPL
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | — | ||
| Q3 25 | 56.3% | — | ||
| Q2 25 | 53.4% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 53.9% | — | ||
| Q3 24 | 57.4% | — | ||
| Q2 24 | 57.3% | — |
营业利润率NXPIPPL
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 20.3% | ||
| Q3 25 | 28.1% | 25.4% | ||
| Q2 25 | 23.5% | 19.9% | ||
| Q1 25 | 25.5% | 26.6% | ||
| Q4 24 | 21.7% | 17.2% | ||
| Q3 24 | 30.5% | 20.6% | ||
| Q2 24 | 28.7% | 20.8% |
净利率NXPIPPL
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 11.3% | ||
| Q3 25 | 19.9% | 14.2% | ||
| Q2 25 | 15.2% | 9.0% | ||
| Q1 25 | 17.3% | 16.3% | ||
| Q4 24 | 15.9% | 8.1% | ||
| Q3 24 | 22.1% | 10.3% | ||
| Q2 24 | 21.0% | 10.1% |
每股收益（稀释后）NXPIPPL
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $0.35 | ||
| Q3 25 | $2.48 | $0.43 | ||
| Q2 25 | $1.75 | $0.25 | ||
| Q1 25 | $1.92 | $0.56 | ||
| Q4 24 | $1.93 | $0.23 | ||
| Q3 24 | $2.79 | $0.29 | ||
| Q2 24 | $2.54 | $0.26 |
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 | $1.1B |
| 总债务越低越好 | $11.7B | $18.9B |
| 股东权益账面价值 | $10.9B | $14.9B |
| 总资产 | $27.1B | $45.2B |
| 负债/权益比越低杠杆越低 | 1.07× | 1.27× |
8季度趋势，按日历期对齐
现金及短期投资NXPIPPL
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $1.1B | ||
| Q3 25 | $3.5B | $1.1B | ||
| Q2 25 | $3.2B | $294.0M | ||
| Q1 25 | $4.0B | $312.0M | ||
| Q4 24 | $3.3B | $306.0M | ||
| Q3 24 | $2.7B | $542.0M | ||
| Q2 24 | $2.9B | $282.0M |
总债务NXPIPPL
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $18.9B | ||
| Q3 25 | $11.0B | — | ||
| Q2 25 | $9.5B | — | ||
| Q1 25 | $10.2B | — | ||
| Q4 24 | $10.4B | $16.5B | ||
| Q3 24 | $9.7B | — | ||
| Q2 24 | $9.7B | — |
股东权益NXPIPPL
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $14.9B | ||
| Q3 25 | $10.0B | $14.4B | ||
| Q2 25 | $9.6B | $14.3B | ||
| Q1 25 | $9.3B | $14.3B | ||
| Q4 24 | $9.2B | $14.1B | ||
| Q3 24 | $9.4B | $14.1B | ||
| Q2 24 | $9.0B | $14.1B |
总资产NXPIPPL
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $45.2B | ||
| Q3 25 | $26.4B | $43.9B | ||
| Q2 25 | $25.3B | $42.4B | ||
| Q1 25 | $25.2B | $41.8B | ||
| Q4 24 | $24.4B | $41.1B | ||
| Q3 24 | $23.7B | $40.5B | ||
| Q2 24 | $23.2B | $39.8B |
负债/权益比NXPIPPL
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | 1.27× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.10× | — | ||
| Q4 24 | 1.13× | 1.17× | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.07× | — |
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 | — | $548.0M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $-614.0M |
| 自由现金流率自由现金流/营收 | 22.4% | -26.1% |
| 资本支出强度资本支出/营收 | 2.5% | 49.5% |
| 现金转化率经营现金流/净利润 | — | 2.06× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $-1.4B |
8季度趋势，按日历期对齐
经营现金流NXPIPPL
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $548.0M | ||
| Q3 25 | $585.0M | $966.0M | ||
| Q2 25 | $779.0M | $602.0M | ||
| Q1 25 | $565.0M | $513.0M | ||
| Q4 24 | $391.0M | $511.0M | ||
| Q3 24 | $779.0M | $781.0M | ||
| Q2 24 | $761.0M | $766.0M |
自由现金流NXPIPPL
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $-614.0M | ||
| Q3 25 | $508.0M | $-179.0M | ||
| Q2 25 | $696.0M | $-328.0M | ||
| Q1 25 | $426.0M | $-280.0M | ||
| Q4 24 | $261.0M | $-349.0M | ||
| Q3 24 | $593.0M | $102.0M | ||
| Q2 24 | $576.0M | $96.0M |
自由现金流率NXPIPPL
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | -26.1% | ||
| Q3 25 | 16.0% | -8.0% | ||
| Q2 25 | 23.8% | -16.1% | ||
| Q1 25 | 15.0% | -11.0% | ||
| Q4 24 | 8.4% | -15.9% | ||
| Q3 24 | 18.2% | 4.9% | ||
| Q2 24 | 18.4% | 5.1% |
资本支出强度NXPIPPL
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 49.5% | ||
| Q3 25 | 2.4% | 51.2% | ||
| Q2 25 | 2.8% | 45.6% | ||
| Q1 25 | 4.9% | 31.2% | ||
| Q4 24 | 4.2% | 39.3% | ||
| Q3 24 | 5.7% | 32.7% | ||
| Q2 24 | 5.9% | 35.8% |
现金转化率NXPIPPL
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 2.06× | ||
| Q3 25 | 0.93× | 3.04× | ||
| Q2 25 | 1.75× | 3.29× | ||
| Q1 25 | 1.15× | 1.24× | ||
| Q4 24 | 0.79× | 2.89× | ||
| Q3 24 | 1.08× | 3.65× | ||
| Q2 24 | 1.16× | 4.03× |
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
PPL
| Rhode Island Regulated | $539.0M | 23% |
| Other | $532.0M | 23% |
| Residential | $451.0M | 19% |
| Nonrelated Party | $425.0M | 18% |
| Transmission | $228.0M | 10% |
| Commercial | $117.0M | 5% |
| Wholesale Other | $23.0M | 1% |
| Industrial | $14.0M | 1% |
| Related Party | $13.0M | 1% |
| Wholesale Municipal | $6.0M | 0% |
