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恩智浦(NXPI)与Raymond James Financial(RJF)财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是恩智浦的1.3倍($4.2B vs $3.2B),恩智浦净利率更高(35.3% vs 13.5%,领先21.8%),Raymond James Financial同比增速更快(3.5% vs -5.0%),恩智浦自由现金流更多($714.0M vs $-56.0M),过去两年Raymond James Financial的营收复合增速更高(7.1% 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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构,通过旗下子公司为个人、企业及市政主体提供多元金融服务,核心业务覆盖投资与财务规划、投资银行、资产管理等领域,总部位于美国佛罗里达州圣彼得堡。
NXPI vs RJF — 直观对比
营收规模更大
RJF
是对方的1.3倍
$3.2B
营收增速更快
RJF
高出8.5%
-5.0%
净利率更高
NXPI
高出21.8%
13.5%
自由现金流更多
NXPI
多$770.0M
$-56.0M
两年增速更快
RJF
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $4.2B |
| 净利润 | $1.1B | $563.0M |
| 毛利率 | 59.5% | — |
| 营业利润率 | — | — |
| 净利率 | 35.3% | 13.5% |
| 营收同比 | -5.0% | 3.5% |
| 净利润同比 | 147.0% | -6.2% |
| 每股收益(稀释后) | $4.43 | $2.79 |
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
NXPI
RJF
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $4.2B | ||
| Q3 25 | $3.2B | $4.2B | ||
| Q2 25 | $2.9B | $3.8B | ||
| Q1 25 | $2.8B | $3.8B | ||
| Q4 24 | $3.1B | $4.0B | ||
| Q3 24 | $3.3B | $4.0B | ||
| Q2 24 | $3.1B | $3.8B |
净利润
NXPI
RJF
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $563.0M | ||
| Q3 25 | $631.0M | $604.0M | ||
| Q2 25 | $445.0M | $436.0M | ||
| Q1 25 | $490.0M | $495.0M | ||
| Q4 24 | $495.0M | $600.0M | ||
| Q3 24 | $718.0M | $602.0M | ||
| Q2 24 | $658.0M | $492.0M |
毛利率
NXPI
RJF
| 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
NXPI
RJF
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | — | ||
| Q3 25 | 28.1% | — | ||
| Q2 25 | 23.5% | 14.7% | ||
| Q1 25 | 25.5% | 17.5% | ||
| Q4 24 | 21.7% | 18.6% | ||
| Q3 24 | 30.5% | — | ||
| Q2 24 | 28.7% | 17.1% |
净利率
NXPI
RJF
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 13.5% | ||
| Q3 25 | 19.9% | 14.4% | ||
| Q2 25 | 15.2% | 11.3% | ||
| Q1 25 | 17.3% | 12.9% | ||
| Q4 24 | 15.9% | 14.9% | ||
| Q3 24 | 22.1% | 15.0% | ||
| Q2 24 | 21.0% | 13.1% |
每股收益(稀释后)
NXPI
RJF
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $2.79 | ||
| Q3 25 | $2.48 | $2.96 | ||
| Q2 25 | $1.75 | $2.12 | ||
| Q1 25 | $1.92 | $2.36 | ||
| Q4 24 | $1.93 | $2.86 | ||
| Q3 24 | $2.79 | $2.85 | ||
| Q2 24 | $2.54 | $2.31 |
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 | $9.9B |
| 总债务越低越好 | $11.7B | — |
| 股东权益账面价值 | $10.9B | $12.6B |
| 总资产 | $27.1B | $88.8B |
| 负债/权益比越低杠杆越低 | 1.07× | — |
8季度趋势,按日历期对齐
现金及短期投资
NXPI
RJF
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $9.9B | ||
| Q3 25 | $3.5B | $11.4B | ||
| Q2 25 | $3.2B | $9.2B | ||
| Q1 25 | $4.0B | $9.7B | ||
| Q4 24 | $3.3B | $10.0B | ||
| Q3 24 | $2.7B | $11.0B | ||
| Q2 24 | $2.9B | $9.1B |
总债务
NXPI
RJF
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | — | ||
| Q3 25 | $11.0B | — | ||
| Q2 25 | $9.5B | — | ||
| Q1 25 | $10.2B | — | ||
| Q4 24 | $10.4B | — | ||
| Q3 24 | $9.7B | — | ||
| Q2 24 | $9.7B | — |
股东权益
NXPI
RJF
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $12.6B | ||
| Q3 25 | $10.0B | $12.5B | ||
| Q2 25 | $9.6B | $12.3B | ||
| Q1 25 | $9.3B | $12.2B | ||
| Q4 24 | $9.2B | $11.9B | ||
| Q3 24 | $9.4B | $11.7B | ||
| Q2 24 | $9.0B | $11.2B |
总资产
NXPI
RJF
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $88.8B | ||
| Q3 25 | $26.4B | $88.2B | ||
| Q2 25 | $25.3B | $84.8B | ||
| Q1 25 | $25.2B | $83.1B | ||
| Q4 24 | $24.4B | $82.3B | ||
| Q3 24 | $23.7B | $83.0B | ||
| Q2 24 | $23.2B | $80.6B |
负债/权益比
NXPI
RJF
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.10× | — | ||
| Q4 24 | 1.13× | — | ||
| 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 | — | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 22.4% | -1.3% |
| 资本支出强度资本支出/营收 | 2.5% | 1.1% |
| 现金转化率经营现金流/净利润 | — | -0.02× |
| 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
NXPI
RJF
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $-10.0M | ||
| Q3 25 | $585.0M | $796.0M | ||
| Q2 25 | $779.0M | $691.0M | ||
| Q1 25 | $565.0M | $117.0M | ||
| Q4 24 | $391.0M | $830.0M | ||
| Q3 24 | $779.0M | $510.0M | ||
| Q2 24 | $761.0M | $711.0M |
自由现金流
NXPI
RJF
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $-56.0M | ||
| Q3 25 | $508.0M | $752.0M | ||
| Q2 25 | $696.0M | $634.0M | ||
| Q1 25 | $426.0M | $71.0M | ||
| Q4 24 | $261.0M | $789.0M | ||
| Q3 24 | $593.0M | $460.0M | ||
| Q2 24 | $576.0M | $655.0M |
自由现金流率
NXPI
RJF
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | -1.3% | ||
| Q3 25 | 16.0% | 17.9% | ||
| Q2 25 | 23.8% | 16.5% | ||
| Q1 25 | 15.0% | 1.8% | ||
| Q4 24 | 8.4% | 19.6% | ||
| Q3 24 | 18.2% | 11.5% | ||
| Q2 24 | 18.4% | 17.4% |
资本支出强度
NXPI
RJF
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 1.1% | ||
| Q3 25 | 2.4% | 1.1% | ||
| Q2 25 | 2.8% | 1.5% | ||
| Q1 25 | 4.9% | 1.2% | ||
| Q4 24 | 4.2% | 1.0% | ||
| Q3 24 | 5.7% | 1.2% | ||
| Q2 24 | 5.9% | 1.5% |
现金转化率
NXPI
RJF
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | -0.02× | ||
| Q3 25 | 0.93× | 1.32× | ||
| Q2 25 | 1.75× | 1.58× | ||
| Q1 25 | 1.15× | 0.24× | ||
| Q4 24 | 0.79× | 1.38× | ||
| Q3 24 | 1.08× | 0.85× | ||
| Q2 24 | 1.16× | 1.45× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图