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恩智浦（NXPI）与Steel Dynamics（STLD）财务数据对比。点击上方公司名可切换其他公司
Steel Dynamics的季度营收约是恩智浦的1.6倍（$5.2B vs $3.2B），恩智浦净利率更高（35.3% vs 7.7%，领先27.6%），Steel Dynamics同比增速更快（17.9% vs -5.0%），过去两年Steel Dynamics的营收复合增速更高（6.0% 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。
Steel Dynamics是总部位于美国印第安纳州韦恩堡的钢铁生产企业，钢铁产能达1300万吨，为美国第三大碳钢产品生产商，按利润率及每吨运营利润率计算属于美国盈利能力最强的钢企之一，凭借2021年营收位列2022年财富美国500强第196位。
NXPI vs STLD — 直观对比
营收规模更大
STLD
是对方的1.6倍
$3.2B
营收增速更快
STLD
高出22.9%
-5.0%
净利率更高
NXPI
高出27.6%
7.7%
两年增速更快
STLD
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $5.2B |
| 净利润 | $1.1B | $400.1M |
| 毛利率 | 59.5% | 14.7% |
| 营业利润率 | — | 10.3% |
| 净利率 | 35.3% | 7.7% |
| 营收同比 | -5.0% | 17.9% |
| 净利润同比 | 147.0% | 51.3% |
| 每股收益（稀释后） | $4.43 | $2.78 |
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NXPISTLD
| Q1 26 | $3.2B | $5.2B | ||
| Q4 25 | $3.3B | $4.4B | ||
| Q3 25 | $3.2B | $4.8B | ||
| Q2 25 | $2.9B | $4.6B | ||
| Q1 25 | $2.8B | $4.4B | ||
| Q4 24 | $3.1B | $3.9B | ||
| Q3 24 | $3.3B | $4.3B | ||
| Q2 24 | $3.1B | $4.6B |
净利润NXPISTLD
| Q1 26 | $1.1B | $400.1M | ||
| Q4 25 | $455.0M | $266.0M | ||
| Q3 25 | $631.0M | $403.7M | ||
| Q2 25 | $445.0M | $298.7M | ||
| Q1 25 | $490.0M | $217.2M | ||
| Q4 24 | $495.0M | $207.3M | ||
| Q3 24 | $718.0M | $317.8M | ||
| Q2 24 | $658.0M | $428.0M |
毛利率NXPISTLD
| Q1 26 | 59.5% | 14.7% | ||
| Q4 25 | 54.2% | 12.0% | ||
| Q3 25 | 56.3% | 15.7% | ||
| Q2 25 | 53.4% | 13.5% | ||
| Q1 25 | 55.0% | 11.1% | ||
| Q4 24 | 53.9% | 11.4% | ||
| Q3 24 | 57.4% | 13.9% | ||
| Q2 24 | 57.3% | 16.7% |
营业利润率NXPISTLD
| Q1 26 | — | 10.3% | ||
| Q4 25 | 22.3% | 7.0% | ||
| Q3 25 | 28.1% | 10.5% | ||
| Q2 25 | 23.5% | 8.4% | ||
| Q1 25 | 25.5% | 6.3% | ||
| Q4 24 | 21.7% | 6.1% | ||
| Q3 24 | 30.5% | 9.1% | ||
| Q2 24 | 28.7% | 12.1% |
净利率NXPISTLD
| Q1 26 | 35.3% | 7.7% | ||
| Q4 25 | 13.6% | 6.0% | ||
| Q3 25 | 19.9% | 8.4% | ||
| Q2 25 | 15.2% | 6.5% | ||
| Q1 25 | 17.3% | 5.0% | ||
| Q4 24 | 15.9% | 5.4% | ||
| Q3 24 | 22.1% | 7.3% | ||
| Q2 24 | 21.0% | 9.2% |
每股收益（稀释后）NXPISTLD
| Q1 26 | $4.43 | $2.78 | ||
| Q4 25 | $1.80 | $1.80 | ||
| Q3 25 | $2.48 | $2.74 | ||
| Q2 25 | $1.75 | $2.01 | ||
| Q1 25 | $1.92 | $1.44 | ||
| Q4 24 | $1.93 | $1.40 | ||
| Q3 24 | $2.79 | $2.05 | ||
| Q2 24 | $2.54 | $2.72 |
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 | $556.5M |
| 总债务越低越好 | $11.7B | $4.2B |
| 股东权益账面价值 | $10.9B | $9.0B |
| 总资产 | $27.1B | $16.7B |
| 负债/权益比越低杠杆越低 | 1.07× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资NXPISTLD
| Q1 26 | $3.7B | $556.5M | ||
| Q4 25 | $3.3B | $769.9M | ||
| Q3 25 | $3.5B | $770.4M | ||
| Q2 25 | $3.2B | $497.6M | ||
| Q1 25 | $4.0B | $1.2B | ||
| Q4 24 | $3.3B | $737.3M | ||
| Q3 24 | $2.7B | $1.7B | ||
| Q2 24 | $2.9B | $1.2B |
总债务NXPISTLD
| Q1 26 | $11.7B | $4.2B | ||
| Q4 25 | $11.0B | $4.2B | ||
| Q3 25 | $11.0B | $3.8B | ||
| Q2 25 | $9.5B | $3.8B | ||
| Q1 25 | $10.2B | $4.2B | ||
| Q4 24 | $10.4B | $3.2B | ||
| Q3 24 | $9.7B | $3.7B | ||
| Q2 24 | $9.7B | $3.1B |
股东权益NXPISTLD
| Q1 26 | $10.9B | $9.0B | ||
| Q4 25 | $10.1B | $9.0B | ||
| Q3 25 | $10.0B | $9.0B | ||
| Q2 25 | $9.6B | $8.9B | ||
| Q1 25 | $9.3B | $8.8B | ||
| Q4 24 | $9.2B | $8.9B | ||
| Q3 24 | $9.4B | $9.1B | ||
| Q2 24 | $9.0B | $9.1B |
总资产NXPISTLD
| Q1 26 | $27.1B | $16.7B | ||
| Q4 25 | $26.6B | $16.4B | ||
| Q3 25 | $26.4B | $16.0B | ||
| Q2 25 | $25.3B | $15.5B | ||
| Q1 25 | $25.2B | $15.9B | ||
| Q4 24 | $24.4B | $14.9B | ||
| Q3 24 | $23.7B | $15.7B | ||
| Q2 24 | $23.2B | $15.1B |
负债/权益比NXPISTLD
| Q1 26 | 1.07× | 0.47× | ||
| Q4 25 | 1.09× | 0.47× | ||
| Q3 25 | 1.09× | 0.42× | ||
| Q2 25 | 0.99× | 0.43× | ||
| Q1 25 | 1.10× | 0.48× | ||
| Q4 24 | 1.13× | 0.36× | ||
| Q3 24 | 1.03× | 0.41× | ||
| Q2 24 | 1.07× | 0.34× |
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 | — | $148.3M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | — |
| 自由现金流率自由现金流/营收 | 22.4% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | — | 0.37× |
| 过去12个月自由现金流最近4个季度 | $2.7B | — |
8季度趋势，按日历期对齐
经营现金流NXPISTLD
| Q1 26 | — | $148.3M | ||
| Q4 25 | $891.0M | $272.7M | ||
| Q3 25 | $585.0M | $722.6M | ||
| Q2 25 | $779.0M | $301.6M | ||
| Q1 25 | $565.0M | $152.6M | ||
| Q4 24 | $391.0M | $346.9M | ||
| Q3 24 | $779.0M | $759.9M | ||
| Q2 24 | $761.0M | $382.6M |
自由现金流NXPISTLD
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $84.2M | ||
| Q3 25 | $508.0M | $556.9M | ||
| Q2 25 | $696.0M | $13.3M | ||
| Q1 25 | $426.0M | $-152.9M | ||
| Q4 24 | $261.0M | $-106.3M | ||
| Q3 24 | $593.0M | $138.5M | ||
| Q2 24 | $576.0M | $-36.6M |
自由现金流率NXPISTLD
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 1.9% | ||
| Q3 25 | 16.0% | 11.5% | ||
| Q2 25 | 23.8% | 0.3% | ||
| Q1 25 | 15.0% | -3.5% | ||
| Q4 24 | 8.4% | -2.7% | ||
| Q3 24 | 18.2% | 3.2% | ||
| Q2 24 | 18.4% | -0.8% |
资本支出强度NXPISTLD
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 4.3% | ||
| Q3 25 | 2.4% | 3.4% | ||
| Q2 25 | 2.8% | 6.3% | ||
| Q1 25 | 4.9% | 7.0% | ||
| Q4 24 | 4.2% | 11.7% | ||
| Q3 24 | 5.7% | 14.3% | ||
| Q2 24 | 5.9% | 9.0% |
现金转化率NXPISTLD
| Q1 26 | — | 0.37× | ||
| Q4 25 | 1.96× | 1.03× | ||
| Q3 25 | 0.93× | 1.79× | ||
| Q2 25 | 1.75× | 1.01× | ||
| Q1 25 | 1.15× | 0.70× | ||
| Q4 24 | 0.79× | 1.67× | ||
| Q3 24 | 1.08× | 2.39× | ||
| Q2 24 | 1.16× | 0.89× |
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
STLD
| Steel | $3.5B | 68% |
| Metals Recycling | $593.2M | 11% |
| Other | $490.1M | 9% |
| Steel Fabrication | $355.4M | 7% |
| Aluminum | $227.4M | 4% |
