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恩智浦（NXPI）与Rocket Companies, Inc.（RKT）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Rocket Companies, Inc.的1.2倍（$3.2B vs $2.7B），恩智浦净利率更高（35.3% vs 2.5%，领先32.7%），Rocket Companies, Inc.同比增速更快（52.2% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
NXPI vs RKT — 直观对比
营收规模更大
NXPI
是对方的1.2倍
$2.7B
营收增速更快
RKT
高出57.2%
-5.0%
净利率更高
NXPI
高出32.7%
2.5%
自由现金流更多
NXPI
多$2.0B
$-1.3B
两年增速更快
RKT
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.7B |
| 净利润 | $1.1B | $68.0M |
| 毛利率 | 59.5% | — |
| 营业利润率 | 100.0% | 6.3% |
| 净利率 | 35.3% | 2.5% |
| 营收同比 | -5.0% | 52.2% |
| 净利润同比 | 147.0% | 100.8% |
| 每股收益（稀释后） | $4.43 | $0.10 |
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NXPIRKT
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $2.7B | ||
| Q3 25 | $3.2B | $1.6B | ||
| Q2 25 | $2.9B | $1.4B | ||
| Q1 25 | $2.8B | $1.0B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.3B | $646.9M | ||
| Q2 24 | $3.1B | $1.3B |
净利润NXPIRKT
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $68.0M | ||
| Q3 25 | $631.0M | $-123.9M | ||
| Q2 25 | $445.0M | $-1.8M | ||
| Q1 25 | $490.0M | $-10.4M | ||
| Q4 24 | $495.0M | $33.9M | ||
| Q3 24 | $718.0M | $-22.0M | ||
| Q2 24 | $658.0M | $1.3M |
毛利率NXPIRKT
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | — | ||
| Q3 25 | 56.3% | — | ||
| Q2 25 | 53.4% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 53.9% | 58.9% | ||
| Q3 24 | 57.4% | -8.4% | ||
| Q2 24 | 57.3% | 47.4% |
营业利润率NXPIRKT
| Q1 26 | 100.0% | — | ||
| Q4 25 | 22.3% | 6.3% | ||
| Q3 25 | 28.1% | -11.5% | ||
| Q2 25 | 23.5% | 1.8% | ||
| Q1 25 | 25.5% | -21.5% | ||
| Q4 24 | 21.7% | 38.1% | ||
| Q3 24 | 30.5% | -76.9% | ||
| Q2 24 | 28.7% | 14.8% |
净利率NXPIRKT
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 2.5% | ||
| Q3 25 | 19.9% | -7.7% | ||
| Q2 25 | 15.2% | -0.1% | ||
| Q1 25 | 17.3% | -1.0% | ||
| Q4 24 | 15.9% | 1.9% | ||
| Q3 24 | 22.1% | -3.4% | ||
| Q2 24 | 21.0% | 0.1% |
每股收益（稀释后）NXPIRKT
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $0.10 | ||
| Q3 25 | $2.48 | $-0.06 | ||
| Q2 25 | $1.75 | $-0.01 | ||
| Q1 25 | $1.92 | $-0.08 | ||
| Q4 24 | $1.93 | $0.28 | ||
| Q3 24 | $2.79 | $-0.19 | ||
| Q2 24 | $2.54 | $0.01 |
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 | $2.7B |
| 总债务越低越好 | $11.7B | — |
| 股东权益账面价值 | $10.9B | $22.9B |
| 总资产 | $27.1B | $60.7B |
| 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NXPIRKT
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $2.7B | ||
| Q3 25 | $3.5B | $5.8B | ||
| Q2 25 | $3.2B | $5.1B | ||
| Q1 25 | $4.0B | $1.4B | ||
| Q4 24 | $3.3B | $1.3B | ||
| Q3 24 | $2.7B | $1.2B | ||
| Q2 24 | $2.9B | $1.3B |
总债务NXPIRKT
| 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NXPIRKT
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $22.9B | ||
| Q3 25 | $10.0B | $8.9B | ||
| Q2 25 | $9.6B | $7.4B | ||
| Q1 25 | $9.3B | $8.6B | ||
| Q4 24 | $9.2B | $9.0B | ||
| Q3 24 | $9.4B | $8.4B | ||
| Q2 24 | $9.0B | $8.8B |
总资产NXPIRKT
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $60.7B | ||
| Q3 25 | $26.4B | $33.6B | ||
| Q2 25 | $25.3B | $30.4B | ||
| Q1 25 | $25.2B | $25.3B | ||
| Q4 24 | $24.4B | $24.5B | ||
| Q3 24 | $23.7B | $25.1B | ||
| Q2 24 | $23.2B | $23.6B |
负债/权益比NXPIRKT
| 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 | — | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $-1.3B |
| 自由现金流率自由现金流/营收 | 22.4% | -47.2% |
| 资本支出强度资本支出/营收 | 2.5% | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $-4.0B |
8季度趋势，按日历期对齐
经营现金流NXPIRKT
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $-1.2B | ||
| Q3 25 | $585.0M | $-50.3M | ||
| Q2 25 | $779.0M | $-1.9B | ||
| Q1 25 | $565.0M | $-797.0M | ||
| Q4 24 | $391.0M | $1.8B | ||
| Q3 24 | $779.0M | $-1.3B | ||
| Q2 24 | $761.0M | $-122.3M |
自由现金流NXPIRKT
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $-1.3B | ||
| Q3 25 | $508.0M | $-71.8M | ||
| Q2 25 | $696.0M | $-1.9B | ||
| Q1 25 | $426.0M | $-811.0M | ||
| Q4 24 | $261.0M | $1.8B | ||
| Q3 24 | $593.0M | $-1.4B | ||
| Q2 24 | $576.0M | $-138.3M |
自由现金流率NXPIRKT
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | -47.2% | ||
| Q3 25 | 16.0% | -4.5% | ||
| Q2 25 | 23.8% | -137.2% | ||
| Q1 25 | 15.0% | -78.2% | ||
| Q4 24 | 8.4% | 103.1% | ||
| Q3 24 | 18.2% | -209.6% | ||
| Q2 24 | 18.4% | -10.6% |
资本支出强度NXPIRKT
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 1.5% | ||
| Q3 25 | 2.4% | 1.3% | ||
| Q2 25 | 2.8% | 1.1% | ||
| Q1 25 | 4.9% | 1.4% | ||
| Q4 24 | 4.2% | 1.1% | ||
| Q3 24 | 5.7% | 2.9% | ||
| Q2 24 | 5.9% | 1.2% |
现金转化率NXPIRKT
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | -18.08× | ||
| Q3 25 | 0.93× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.15× | — | ||
| Q4 24 | 0.79× | 54.42× | ||
| Q3 24 | 1.08× | — | ||
| Q2 24 | 1.16× | -94.46× |
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
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
