vs
恩智浦(NXPI)与SONOCO PRODUCTS CO(SON)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SONOCO PRODUCTS CO的1.9倍($3.2B vs $1.7B),恩智浦净利率更高(35.3% vs 4.1%,领先31.2%),SONOCO PRODUCTS CO同比增速更快(-1.9% vs -5.0%),恩智浦自由现金流更多($714.0M vs $-428.3B),过去两年SONOCO PRODUCTS CO的营收复合增速更高(1.2% 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。
索诺科产品公司是美国多元化包装服务商,主营消费包装、工业产品、防护包装及包装供应链服务,是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年,年净销售额约73亿美元,在33个国家设有超335个运营点,员工1.99万名,业务覆盖超85个国家,总部位于南卡罗来纳州哈茨维尔。
NXPI vs SON — 直观对比
营收规模更大
NXPI
是对方的1.9倍
$1.7B
营收增速更快
SON
高出3.1%
-5.0%
净利率更高
NXPI
高出31.2%
4.1%
自由现金流更多
NXPI
多$429.0B
$-428.3B
两年增速更快
SON
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.2B | $1.7B |
| 净利润 | $1.1B | $68.0M |
| 毛利率 | 59.5% | 20.6% |
| 营业利润率 | — | 7.6% |
| 净利率 | 35.3% | 4.1% |
| 营收同比 | -5.0% | -1.9% |
| 净利润同比 | 147.0% | 25.9% |
| 每股收益(稀释后) | $4.43 | $0.68 |
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
SON
| Q1 26 | $3.2B | $1.7B | ||
| Q4 25 | $3.3B | $1.8B | ||
| Q3 25 | $3.2B | $2.1B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $2.8B | $1.7B | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.3B | $1.7B | ||
| Q2 24 | $3.1B | $1.6B |
净利润
NXPI
SON
| Q1 26 | $1.1B | $68.0M | ||
| Q4 25 | $455.0M | $332.2M | ||
| Q3 25 | $631.0M | $122.9M | ||
| Q2 25 | $445.0M | $493.4M | ||
| Q1 25 | $490.0M | $54.4M | ||
| Q4 24 | $495.0M | — | ||
| Q3 24 | $718.0M | $50.9M | ||
| Q2 24 | $658.0M | $90.8M |
毛利率
NXPI
SON
| Q1 26 | 59.5% | 20.6% | ||
| Q4 25 | 54.2% | 19.6% | ||
| Q3 25 | 56.3% | 21.9% | ||
| Q2 25 | 53.4% | 21.3% | ||
| Q1 25 | 55.0% | 20.7% | ||
| Q4 24 | 53.9% | — | ||
| Q3 24 | 57.4% | 21.4% | ||
| Q2 24 | 57.3% | 22.0% |
营业利润率
NXPI
SON
| Q1 26 | — | 7.6% | ||
| Q4 25 | 22.3% | 29.4% | ||
| Q3 25 | 28.1% | 9.1% | ||
| Q2 25 | 23.5% | 9.2% | ||
| Q1 25 | 25.5% | 7.4% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 30.5% | 7.6% | ||
| Q2 24 | 28.7% | 8.6% |
净利率
NXPI
SON
| Q1 26 | 35.3% | 4.1% | ||
| Q4 25 | 13.6% | 18.8% | ||
| Q3 25 | 19.9% | 5.8% | ||
| Q2 25 | 15.2% | 25.8% | ||
| Q1 25 | 17.3% | 3.2% | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 22.1% | 3.0% | ||
| Q2 24 | 21.0% | 5.6% |
每股收益(稀释后)
NXPI
SON
| Q1 26 | $4.43 | $0.68 | ||
| Q4 25 | $1.80 | $3.33 | ||
| Q3 25 | $2.48 | $1.23 | ||
| Q2 25 | $1.75 | $4.96 | ||
| Q1 25 | $1.92 | $0.55 | ||
| Q4 24 | $1.93 | — | ||
| Q3 24 | $2.79 | $0.51 | ||
| Q2 24 | $2.54 | $0.92 |
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 | $224.5M |
| 总债务越低越好 | $11.7B | $3.5B |
| 股东权益账面价值 | $10.9B | $3.6B |
| 总资产 | $27.1B | $11.1B |
| 负债/权益比越低杠杆越低 | 1.07× | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
NXPI
SON
| Q1 26 | $3.7B | $224.5M | ||
| Q4 25 | $3.3B | $378.4M | ||
| Q3 25 | $3.5B | $244.9M | ||
| Q2 25 | $3.2B | $329.8M | ||
| Q1 25 | $4.0B | $181.8M | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $2.7B | $1.9B | ||
| Q2 24 | $2.9B | $140.2M |
总债务
NXPI
SON
| Q1 26 | $11.7B | $3.5B | ||
| Q4 25 | $11.0B | $3.8B | ||
| Q3 25 | $11.0B | $3.8B | ||
| Q2 25 | $9.5B | $5.0B | ||
| Q1 25 | $10.2B | $5.0B | ||
| Q4 24 | $10.4B | — | ||
| Q3 24 | $9.7B | $4.3B | ||
| Q2 24 | $9.7B | $2.5B |
股东权益
NXPI
SON
| Q1 26 | $10.9B | $3.6B | ||
| Q4 25 | $10.1B | $3.6B | ||
| Q3 25 | $10.0B | $3.3B | ||
| Q2 25 | $9.6B | $3.2B | ||
| Q1 25 | $9.3B | $2.4B | ||
| Q4 24 | $9.2B | — | ||
| Q3 24 | $9.4B | $2.5B | ||
| Q2 24 | $9.0B | $2.4B |
总资产
NXPI
SON
| Q1 26 | $27.1B | $11.1B | ||
| Q4 25 | $26.6B | $11.2B | ||
| Q3 25 | $26.4B | $11.7B | ||
| Q2 25 | $25.3B | $12.0B | ||
| Q1 25 | $25.2B | $12.7B | ||
| Q4 24 | $24.4B | — | ||
| Q3 24 | $23.7B | $9.0B | ||
| Q2 24 | $23.2B | $7.2B |
负债/权益比
NXPI
SON
| Q1 26 | 1.07× | 0.97× | ||
| Q4 25 | 1.09× | 1.05× | ||
| Q3 25 | 1.09× | 1.15× | ||
| Q2 25 | 0.99× | 1.54× | ||
| Q1 25 | 1.10× | 2.03× | ||
| Q4 24 | 1.13× | — | ||
| Q3 24 | 1.03× | 1.74× | ||
| Q2 24 | 1.07× | 1.04× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $-428.3B |
| 自由现金流率自由现金流/营收 | 22.4% | -25547.4% |
| 资本支出强度资本支出/营收 | 2.5% | 3600.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $2.7B | $-427.6B |
8季度趋势,按日历期对齐
经营现金流
NXPI
SON
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $412.9M | ||
| Q3 25 | $585.0M | $291.5M | ||
| Q2 25 | $779.0M | $193.4M | ||
| Q1 25 | $565.0M | $-208.1M | ||
| Q4 24 | $391.0M | — | ||
| Q3 24 | $779.0M | $162.1M | ||
| Q2 24 | $761.0M | $109.3M |
自由现金流
NXPI
SON
| Q1 26 | $714.0M | $-428.3B | ||
| Q4 25 | $793.0M | $322.3M | ||
| Q3 25 | $508.0M | $225.6M | ||
| Q2 25 | $696.0M | $98.6M | ||
| Q1 25 | $426.0M | $-300.8M | ||
| Q4 24 | $261.0M | — | ||
| Q3 24 | $593.0M | $70.5M | ||
| Q2 24 | $576.0M | $16.0M |
自由现金流率
NXPI
SON
| Q1 26 | 22.4% | -25547.4% | ||
| Q4 25 | 23.8% | 18.2% | ||
| Q3 25 | 16.0% | 10.6% | ||
| Q2 25 | 23.8% | 5.2% | ||
| Q1 25 | 15.0% | -17.6% | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 18.2% | 4.2% | ||
| Q2 24 | 18.4% | 1.0% |
资本支出强度
NXPI
SON
| Q1 26 | 2.5% | 3600.5% | ||
| Q4 25 | 2.9% | 5.1% | ||
| Q3 25 | 2.4% | 3.1% | ||
| Q2 25 | 2.8% | 5.0% | ||
| Q1 25 | 4.9% | 5.4% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 5.7% | 5.5% | ||
| Q2 24 | 5.9% | 5.7% |
现金转化率
NXPI
SON
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 1.24× | ||
| Q3 25 | 0.93× | 2.37× | ||
| Q2 25 | 1.75× | 0.39× | ||
| Q1 25 | 1.15× | -3.82× | ||
| Q4 24 | 0.79× | — | ||
| Q3 24 | 1.08× | 3.18× | ||
| Q2 24 | 1.16× | 1.20× |
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
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |