vs
恩智浦（NXPI）与道富集团（STT）财务数据对比。点击上方公司名可切换其他公司
道富集团的季度营收约是恩智浦的1.2倍（$3.7B vs $3.2B），恩智浦净利率更高（35.3% vs 20.4%，领先14.9%），道富集团同比增速更快（7.5% vs -5.0%），道富集团自由现金流更多（$9.8B vs $714.0M），过去两年道富集团的营收复合增速更高（8.1% 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。
道富集团是总部位于美国波士顿的跨国金融服务及银行控股公司，历史可追溯至1792年成立的联合银行，是美国运营历史第二悠久的存续银行。作为全球顶尖的资产管理与托管机构，截至2025年第三季度，其管理资产规模约5.4万亿美元，托管及管理资产总规模达51.7万亿美元。
NXPI vs STT — 直观对比
营收规模更大
STT
是对方的1.2倍
$3.2B
营收增速更快
STT
高出12.5%
-5.0%
净利率更高
NXPI
高出14.9%
20.4%
自由现金流更多
STT
多$9.1B
$714.0M
两年增速更快
STT
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $3.7B |
| 净利润 | $1.1B | $747.0M |
| 毛利率 | 59.5% | — |
| 营业利润率 | — | 25.0% |
| 净利率 | 35.3% | 20.4% |
| 营收同比 | -5.0% | 7.5% |
| 净利润同比 | 147.0% | -4.6% |
| 每股收益（稀释后） | $4.43 | $2.41 |
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NXPISTT
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $3.7B | ||
| Q3 25 | $3.2B | $3.5B | ||
| Q2 25 | $2.9B | $3.4B | ||
| Q1 25 | $2.8B | $3.3B | ||
| Q4 24 | $3.1B | $3.4B | ||
| Q3 24 | $3.3B | $3.3B | ||
| Q2 24 | $3.1B | $3.2B |
净利润NXPISTT
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $747.0M | ||
| Q3 25 | $631.0M | $861.0M | ||
| Q2 25 | $445.0M | $693.0M | ||
| Q1 25 | $490.0M | $644.0M | ||
| Q4 24 | $495.0M | $783.0M | ||
| Q3 24 | $718.0M | $730.0M | ||
| Q2 24 | $658.0M | $711.0M |
毛利率NXPISTT
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | — | ||
| Q3 25 | 56.3% | — | ||
| Q2 25 | 53.4% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 53.9% | — | ||
| Q3 24 | 57.4% | — | ||
| Q2 24 | 57.3% | — |
营业利润率NXPISTT
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 25.0% | ||
| Q3 25 | 28.1% | 31.1% | ||
| Q2 25 | 23.5% | 25.8% | ||
| Q1 25 | 25.5% | 25.0% | ||
| Q4 24 | 21.7% | 28.1% | ||
| Q3 24 | 30.5% | 28.4% | ||
| Q2 24 | 28.7% | 28.6% |
净利率NXPISTT
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 20.4% | ||
| Q3 25 | 19.9% | 24.3% | ||
| Q2 25 | 15.2% | 20.1% | ||
| Q1 25 | 17.3% | 19.6% | ||
| Q4 24 | 15.9% | 22.9% | ||
| Q3 24 | 22.1% | 22.4% | ||
| Q2 24 | 21.0% | 22.3% |
每股收益（稀释后）NXPISTT
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $2.41 | ||
| Q3 25 | $2.48 | $2.78 | ||
| Q2 25 | $1.75 | $2.17 | ||
| Q1 25 | $1.92 | $2.04 | ||
| Q4 24 | $1.93 | $2.43 | ||
| Q3 24 | $2.79 | $2.26 | ||
| Q2 24 | $2.54 | $2.15 |
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 | — |
| 总债务越低越好 | $11.7B | — |
| 股东权益账面价值 | $10.9B | $27.8B |
| 总资产 | $27.1B | $366.0B |
| 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NXPISTT
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $4.0B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.9B | — |
总债务NXPISTT
| 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NXPISTT
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $27.8B | ||
| Q3 25 | $10.0B | $27.6B | ||
| Q2 25 | $9.6B | $27.3B | ||
| Q1 25 | $9.3B | $26.7B | ||
| Q4 24 | $9.2B | $25.3B | ||
| Q3 24 | $9.4B | $25.8B | ||
| Q2 24 | $9.0B | $24.8B |
总资产NXPISTT
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $366.0B | ||
| Q3 25 | $26.4B | $371.1B | ||
| Q2 25 | $25.3B | $376.7B | ||
| Q1 25 | $25.2B | $372.7B | ||
| Q4 24 | $24.4B | $353.2B | ||
| Q3 24 | $23.7B | $338.5B | ||
| Q2 24 | $23.2B | $325.6B |
负债/权益比NXPISTT
| 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 | — | $10.0B |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $9.8B |
| 自由现金流率自由现金流/营收 | 22.4% | 266.6% |
| 资本支出强度资本支出/营收 | 2.5% | 7.3% |
| 现金转化率经营现金流/净利润 | — | 13.44× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $10.8B |
8季度趋势，按日历期对齐
经营现金流NXPISTT
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $10.0B | ||
| Q3 25 | $585.0M | $7.9B | ||
| Q2 25 | $779.0M | $-8.4B | ||
| Q1 25 | $565.0M | $2.4B | ||
| Q4 24 | $391.0M | $-7.4B | ||
| Q3 24 | $779.0M | $2.7B | ||
| Q2 24 | $761.0M | $-7.6B |
自由现金流NXPISTT
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $9.8B | ||
| Q3 25 | $508.0M | $7.7B | ||
| Q2 25 | $696.0M | $-8.8B | ||
| Q1 25 | $426.0M | $2.2B | ||
| Q4 24 | $261.0M | $-7.7B | ||
| Q3 24 | $593.0M | $2.5B | ||
| Q2 24 | $576.0M | $-7.9B |
自由现金流率NXPISTT
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 266.6% | ||
| Q3 25 | 16.0% | 216.0% | ||
| Q2 25 | 23.8% | -254.1% | ||
| Q1 25 | 15.0% | 66.1% | ||
| Q4 24 | 8.4% | -225.1% | ||
| Q3 24 | 18.2% | 75.9% | ||
| Q2 24 | 18.4% | -246.2% |
资本支出强度NXPISTT
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 7.3% | ||
| Q3 25 | 2.4% | 6.9% | ||
| Q2 25 | 2.8% | 9.3% | ||
| Q1 25 | 4.9% | 6.9% | ||
| Q4 24 | 4.2% | 7.3% | ||
| Q3 24 | 5.7% | 7.2% | ||
| Q2 24 | 5.9% | 6.7% |
现金转化率NXPISTT
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 13.44× | ||
| Q3 25 | 0.93× | 9.18× | ||
| Q2 25 | 1.75× | -12.18× | ||
| Q1 25 | 1.15× | 3.72× | ||
| Q4 24 | 0.79× | -9.49× | ||
| Q3 24 | 1.08× | 3.71× | ||
| Q2 24 | 1.16× | -10.75× |
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
STT
| Other | $2.2B | 59% |
| Investment Management | $729.0M | 20% |
| Management Services | $662.0M | 18% |
| Other Fee Revenue | $56.0M | 2% |
| Securities Financing Services | $54.0M | 1% |
