vs
恩智浦(NXPI)与SEABOARD CORP(SEB)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SEABOARD CORP的1.3倍($3.2B vs $2.4B),恩智浦净利率更高(35.3% vs 10.6%,领先24.7%),SEABOARD CORP同比增速更快(-2.9% vs -5.0%),恩智浦自由现金流更多($714.0M vs $53.0M),过去两年SEABOARD CORP的营收复合增速更高(4.9% 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。
Seaboard Corporation是一家多元化跨国农业综合及运输集团,业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输,海外板块主营大宗商品贸易、谷物加工、食糖生产及发电,总部位于堪萨斯州梅里亚姆。
NXPI vs SEB — 直观对比
营收规模更大
NXPI
是对方的1.3倍
$2.4B
营收增速更快
SEB
高出2.1%
-5.0%
净利率更高
NXPI
高出24.7%
10.6%
自由现金流更多
NXPI
多$661.0M
$53.0M
两年增速更快
SEB
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $2.4B |
| 净利润 | $1.1B | $255.0M |
| 毛利率 | 59.5% | 7.9% |
| 营业利润率 | — | 2.7% |
| 净利率 | 35.3% | 10.6% |
| 营收同比 | -5.0% | -2.9% |
| 净利润同比 | 147.0% | 63.5% |
| 每股收益(稀释后) | $4.43 | $262.58 |
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
SEB
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $2.4B | ||
| Q3 25 | $3.2B | $2.5B | ||
| Q2 25 | $2.9B | $2.5B | ||
| Q1 25 | $2.8B | $2.3B | ||
| Q4 24 | $3.1B | $2.5B | ||
| Q3 24 | $3.3B | $2.2B | ||
| Q2 24 | $3.1B | $2.2B |
净利润
NXPI
SEB
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $255.0M | ||
| Q3 25 | $631.0M | $110.0M | ||
| Q2 25 | $445.0M | $104.0M | ||
| Q1 25 | $490.0M | $32.0M | ||
| Q4 24 | $495.0M | $156.0M | ||
| Q3 24 | $718.0M | $-149.0M | ||
| Q2 24 | $658.0M | $61.0M |
毛利率
NXPI
SEB
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | 7.9% | ||
| Q3 25 | 56.3% | 7.8% | ||
| Q2 25 | 53.4% | 6.5% | ||
| Q1 25 | 55.0% | 6.1% | ||
| Q4 24 | 53.9% | 9.0% | ||
| Q3 24 | 57.4% | 6.2% | ||
| Q2 24 | 57.3% | 5.8% |
营业利润率
NXPI
SEB
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 2.7% | ||
| Q3 25 | 28.1% | 3.3% | ||
| Q2 25 | 23.5% | 2.1% | ||
| Q1 25 | 25.5% | 1.6% | ||
| Q4 24 | 21.7% | 4.6% | ||
| Q3 24 | 30.5% | 1.4% | ||
| Q2 24 | 28.7% | 1.4% |
净利率
NXPI
SEB
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 10.6% | ||
| Q3 25 | 19.9% | 4.3% | ||
| Q2 25 | 15.2% | 4.2% | ||
| Q1 25 | 17.3% | 1.4% | ||
| Q4 24 | 15.9% | 6.3% | ||
| Q3 24 | 22.1% | -6.7% | ||
| Q2 24 | 21.0% | 2.8% |
每股收益(稀释后)
NXPI
SEB
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $262.58 | ||
| Q3 25 | $2.48 | $113.71 | ||
| Q2 25 | $1.75 | $105.22 | ||
| Q1 25 | $1.92 | $32.95 | ||
| Q4 24 | $1.93 | $158.58 | ||
| Q3 24 | $2.79 | $-153.44 | ||
| Q2 24 | $2.54 | $62.82 |
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 | $1.2B |
| 总债务越低越好 | $11.7B | — |
| 股东权益账面价值 | $10.9B | $5.2B |
| 总资产 | $27.1B | $8.2B |
| 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
SEB
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $1.2B | ||
| Q3 25 | $3.5B | $1.2B | ||
| Q2 25 | $3.2B | $1.1B | ||
| Q1 25 | $4.0B | $1.1B | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $2.7B | $1.2B | ||
| Q2 24 | $2.9B | $1.2B |
总债务
NXPI
SEB
| 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
SEB
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $5.2B | ||
| Q3 25 | $10.0B | $5.0B | ||
| Q2 25 | $9.6B | $4.8B | ||
| Q1 25 | $9.3B | $4.7B | ||
| Q4 24 | $9.2B | $4.7B | ||
| Q3 24 | $9.4B | $4.5B | ||
| Q2 24 | $9.0B | $4.7B |
总资产
NXPI
SEB
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $8.2B | ||
| Q3 25 | $26.4B | $8.0B | ||
| Q2 25 | $25.3B | $7.9B | ||
| Q1 25 | $25.2B | $7.6B | ||
| Q4 24 | $24.4B | $7.7B | ||
| Q3 24 | $23.7B | $7.5B | ||
| Q2 24 | $23.2B | $7.7B |
负债/权益比
NXPI
SEB
| 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 | — | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $53.0M |
| 自由现金流率自由现金流/营收 | 22.4% | 2.2% |
| 资本支出强度资本支出/营收 | 2.5% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 0.74× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $6.0M |
8季度趋势,按日历期对齐
经营现金流
NXPI
SEB
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $188.0M | ||
| Q3 25 | $585.0M | $319.0M | ||
| Q2 25 | $779.0M | $81.0M | ||
| Q1 25 | $565.0M | $-20.0M | ||
| Q4 24 | $391.0M | $300.0M | ||
| Q3 24 | $779.0M | $194.0M | ||
| Q2 24 | $761.0M | $6.0M |
自由现金流
NXPI
SEB
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $53.0M | ||
| Q3 25 | $508.0M | $152.0M | ||
| Q2 25 | $696.0M | $-70.0M | ||
| Q1 25 | $426.0M | $-129.0M | ||
| Q4 24 | $261.0M | $162.0M | ||
| Q3 24 | $593.0M | $58.0M | ||
| Q2 24 | $576.0M | $-127.0M |
自由现金流率
NXPI
SEB
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 2.2% | ||
| Q3 25 | 16.0% | 6.0% | ||
| Q2 25 | 23.8% | -2.8% | ||
| Q1 25 | 15.0% | -5.6% | ||
| Q4 24 | 8.4% | 6.5% | ||
| Q3 24 | 18.2% | 2.6% | ||
| Q2 24 | 18.4% | -5.7% |
资本支出强度
NXPI
SEB
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 5.6% | ||
| Q3 25 | 2.4% | 6.6% | ||
| Q2 25 | 2.8% | 6.1% | ||
| Q1 25 | 4.9% | 4.7% | ||
| Q4 24 | 4.2% | 5.6% | ||
| Q3 24 | 5.7% | 6.1% | ||
| Q2 24 | 5.9% | 6.0% |
现金转化率
NXPI
SEB
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 0.74× | ||
| Q3 25 | 0.93× | 2.90× | ||
| Q2 25 | 1.75× | 0.78× | ||
| Q1 25 | 1.15× | -0.63× | ||
| Q4 24 | 0.79× | 1.92× | ||
| Q3 24 | 1.08× | — | ||
| Q2 24 | 1.16× | 0.10× |
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
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |