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恩智浦(NXPI)与RPM INTERNATIONAL INC(RPM)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RPM INTERNATIONAL INC的1.7倍($3.2B vs $1.9B),恩智浦净利率更高(35.3% vs 8.4%,领先26.8%),RPM INTERNATIONAL INC同比增速更快(3.5% vs -5.0%),恩智浦自由现金流更多($714.0M vs $296.4M),过去两年RPM INTERNATIONAL INC的营收复合增速更高(12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐,是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立,最初主营音乐制作,后逐步转向电视节目制作发行业务,最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
NXPI vs RPM — 直观对比
营收规模更大
NXPI
是对方的1.7倍
$1.9B
营收增速更快
RPM
高出8.5%
-5.0%
净利率更高
NXPI
高出26.8%
8.4%
自由现金流更多
NXPI
多$417.6M
$296.4M
两年增速更快
RPM
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $1.9B |
| 净利润 | $1.1B | $161.2M |
| 毛利率 | 59.5% | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 35.3% | 8.4% |
| 营收同比 | -5.0% | 3.5% |
| 净利润同比 | 147.0% | -12.0% |
| 每股收益(稀释后) | $4.43 | $1.26 |
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
RPM
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $1.9B | ||
| Q3 25 | $3.2B | $2.1B | ||
| Q2 25 | $2.9B | $2.1B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.3B | $2.0B | ||
| Q2 24 | $3.1B | $2.0B |
净利润
NXPI
RPM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $161.2M | ||
| Q3 25 | $631.0M | $227.6M | ||
| Q2 25 | $445.0M | $225.8M | ||
| Q1 25 | $490.0M | $52.0M | ||
| Q4 24 | $495.0M | $183.2M | ||
| Q3 24 | $718.0M | $227.7M | ||
| Q2 24 | $658.0M | $180.6M |
毛利率
NXPI
RPM
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | 40.8% | ||
| Q3 25 | 56.3% | 42.3% | ||
| Q2 25 | 53.4% | 42.4% | ||
| Q1 25 | 55.0% | 38.4% | ||
| Q4 24 | 53.9% | 41.4% | ||
| Q3 24 | 57.4% | 42.5% | ||
| Q2 24 | 57.3% | 41.4% |
营业利润率
NXPI
RPM
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 11.0% | ||
| Q3 25 | 28.1% | 14.1% | ||
| Q2 25 | 23.5% | 11.9% | ||
| Q1 25 | 25.5% | 2.8% | ||
| Q4 24 | 21.7% | 11.5% | ||
| Q3 24 | 30.5% | 14.8% | ||
| Q2 24 | 28.7% | 11.9% |
净利率
NXPI
RPM
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 8.4% | ||
| Q3 25 | 19.9% | 10.8% | ||
| Q2 25 | 15.2% | 10.8% | ||
| Q1 25 | 17.3% | 3.5% | ||
| Q4 24 | 15.9% | 9.9% | ||
| Q3 24 | 22.1% | 11.6% | ||
| Q2 24 | 21.0% | 9.0% |
每股收益(稀释后)
NXPI
RPM
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $1.26 | ||
| Q3 25 | $2.48 | $1.77 | ||
| Q2 25 | $1.75 | $1.76 | ||
| Q1 25 | $1.92 | $0.40 | ||
| Q4 24 | $1.93 | $1.42 | ||
| Q3 24 | $2.79 | $1.77 | ||
| Q2 24 | $2.54 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | $11.7B | $2.5B |
| 股东权益账面价值 | $10.9B | $3.1B |
| 总资产 | $27.1B | $7.9B |
| 负债/权益比越低杠杆越低 | 1.07× | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
NXPI
RPM
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $316.6M | ||
| Q3 25 | $3.5B | $297.1M | ||
| Q2 25 | $3.2B | $302.1M | ||
| Q1 25 | $4.0B | $241.9M | ||
| Q4 24 | $3.3B | $268.7M | ||
| Q3 24 | $2.7B | $231.6M | ||
| Q2 24 | $2.9B | $237.4M |
总债务
NXPI
RPM
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $2.5B | ||
| Q3 25 | $11.0B | $2.7B | ||
| Q2 25 | $9.5B | $2.6B | ||
| Q1 25 | $10.2B | $2.1B | ||
| Q4 24 | $10.4B | $2.0B | ||
| Q3 24 | $9.7B | $2.0B | ||
| Q2 24 | $9.7B | $2.0B |
股东权益
NXPI
RPM
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $3.1B | ||
| Q3 25 | $10.0B | $3.1B | ||
| Q2 25 | $9.6B | $2.9B | ||
| Q1 25 | $9.3B | $2.7B | ||
| Q4 24 | $9.2B | $2.7B | ||
| Q3 24 | $9.4B | $2.6B | ||
| Q2 24 | $9.0B | $2.5B |
总资产
NXPI
RPM
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $7.9B | ||
| Q3 25 | $26.4B | $7.9B | ||
| Q2 25 | $25.3B | $7.8B | ||
| Q1 25 | $25.2B | $6.6B | ||
| Q4 24 | $24.4B | $6.7B | ||
| Q3 24 | $23.7B | $6.6B | ||
| Q2 24 | $23.2B | $6.6B |
负债/权益比
NXPI
RPM
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | 0.80× | ||
| Q3 25 | 1.09× | 0.87× | ||
| Q2 25 | 0.99× | 0.91× | ||
| Q1 25 | 1.10× | 0.78× | ||
| Q4 24 | 1.13× | 0.74× | ||
| Q3 24 | 1.03× | 0.77× | ||
| Q2 24 | 1.07× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 22.4% | 15.5% |
| 资本支出强度资本支出/营收 | 2.5% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $582.9M |
8季度趋势,按日历期对齐
经营现金流
NXPI
RPM
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $345.7M | ||
| Q3 25 | $585.0M | $237.5M | ||
| Q2 25 | $779.0M | $149.2M | ||
| Q1 25 | $565.0M | $91.5M | ||
| Q4 24 | $391.0M | $279.4M | ||
| Q3 24 | $779.0M | $248.1M | ||
| Q2 24 | $761.0M | $181.2M |
自由现金流
NXPI
RPM
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $296.4M | ||
| Q3 25 | $508.0M | $175.0M | ||
| Q2 25 | $696.0M | $78.2M | ||
| Q1 25 | $426.0M | $33.3M | ||
| Q4 24 | $261.0M | $229.5M | ||
| Q3 24 | $593.0M | $197.3M | ||
| Q2 24 | $576.0M | $105.3M |
自由现金流率
NXPI
RPM
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 15.5% | ||
| Q3 25 | 16.0% | 8.3% | ||
| Q2 25 | 23.8% | 3.8% | ||
| Q1 25 | 15.0% | 2.3% | ||
| Q4 24 | 8.4% | 12.4% | ||
| Q3 24 | 18.2% | 10.0% | ||
| Q2 24 | 18.4% | 5.2% |
资本支出强度
NXPI
RPM
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 2.6% | ||
| Q3 25 | 2.4% | 3.0% | ||
| Q2 25 | 2.8% | 3.4% | ||
| Q1 25 | 4.9% | 3.9% | ||
| Q4 24 | 4.2% | 2.7% | ||
| Q3 24 | 5.7% | 2.6% | ||
| Q2 24 | 5.9% | 3.8% |
现金转化率
NXPI
RPM
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 2.14× | ||
| Q3 25 | 0.93× | 1.04× | ||
| Q2 25 | 1.75× | 0.66× | ||
| Q1 25 | 1.15× | 1.76× | ||
| Q4 24 | 0.79× | 1.53× | ||
| Q3 24 | 1.08× | 1.09× | ||
| Q2 24 | 1.16× | 1.00× |
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
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |