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恩智浦（NXPI）与希捷科技（STX）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希捷科技的1.2倍（$3.3B vs $2.8B），希捷科技净利率更高（21.0% vs 13.6%，领先7.3%），希捷科技同比增速更快（30.8% vs 7.2%），过去两年希捷科技的营收复合增速更高（30.7% vs 3.3%）
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。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
NXPI vs STX — 直观对比
营收规模更大
NXPI
是对方的1.2倍
$2.8B
营收增速更快
STX
高出23.6%
7.2%
净利率更高
STX
高出7.3%
13.6%
两年增速更快
STX
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.8B |
| 净利润 | $455.0M | $593.0M |
| 毛利率 | 54.2% | 41.6% |
| 营业利润率 | 22.3% | 29.8% |
| 净利率 | 13.6% | 21.0% |
| 营收同比 | 7.2% | 30.8% |
| 净利润同比 | -8.1% | 74.4% |
| 每股收益（稀释后） | $1.80 | $2.60 |
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NXPISTX
| Q1 26 | — | $2.8B | ||
| Q4 25 | $3.3B | $2.6B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $2.9B | $2.4B | ||
| Q1 25 | $2.8B | $2.2B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.3B | $2.2B | ||
| Q2 24 | $3.1B | $1.9B |
净利润NXPISTX
| Q1 26 | — | $593.0M | ||
| Q4 25 | $455.0M | $549.0M | ||
| Q3 25 | $631.0M | — | ||
| Q2 25 | $445.0M | $488.0M | ||
| Q1 25 | $490.0M | $340.0M | ||
| Q4 24 | $495.0M | $336.0M | ||
| Q3 24 | $718.0M | $305.0M | ||
| Q2 24 | $658.0M | $513.0M |
毛利率NXPISTX
| Q1 26 | — | 41.6% | ||
| Q4 25 | 54.2% | 39.4% | ||
| Q3 25 | 56.3% | — | ||
| Q2 25 | 53.4% | 37.4% | ||
| Q1 25 | 55.0% | 35.2% | ||
| Q4 24 | 53.9% | 34.9% | ||
| Q3 24 | 57.4% | 32.9% | ||
| Q2 24 | 57.3% | 31.8% |
营业利润率NXPISTX
| Q1 26 | — | 29.8% | ||
| Q4 25 | 22.3% | 26.4% | ||
| Q3 25 | 28.1% | — | ||
| Q2 25 | 23.5% | 23.2% | ||
| Q1 25 | 25.5% | 20.0% | ||
| Q4 24 | 21.7% | 21.0% | ||
| Q3 24 | 30.5% | 18.6% | ||
| Q2 24 | 28.7% | 16.6% |
净利率NXPISTX
| Q1 26 | — | 21.0% | ||
| Q4 25 | 13.6% | 20.9% | ||
| Q3 25 | 19.9% | — | ||
| Q2 25 | 15.2% | 20.0% | ||
| Q1 25 | 17.3% | 15.7% | ||
| Q4 24 | 15.9% | 14.5% | ||
| Q3 24 | 22.1% | 14.1% | ||
| Q2 24 | 21.0% | 27.2% |
每股收益（稀释后）NXPISTX
| Q1 26 | — | $2.60 | ||
| Q4 25 | $1.80 | $2.43 | ||
| Q3 25 | $2.48 | — | ||
| Q2 25 | $1.75 | $2.24 | ||
| Q1 25 | $1.92 | $1.57 | ||
| Q4 24 | $1.93 | $1.55 | ||
| Q3 24 | $2.79 | $1.41 | ||
| Q2 24 | $2.54 | $2.43 |
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 | $3.3B | $1.0B |
| 总债务越低越好 | $11.0B | — |
| 股东权益账面价值 | $10.1B | $459.0M |
| 总资产 | $26.6B | $8.7B |
| 负债/权益比越低杠杆越低 | 1.09× | — |
8季度趋势，按日历期对齐
现金及短期投资NXPISTX
| Q1 26 | — | $1.0B | ||
| Q4 25 | $3.3B | $1.1B | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.2B | $891.0M | ||
| Q1 25 | $4.0B | $814.0M | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $2.7B | $1.2B | ||
| Q2 24 | $2.9B | $1.4B |
总债务NXPISTX
| Q1 26 | — | — | ||
| 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NXPISTX
| Q1 26 | — | $459.0M | ||
| Q4 25 | $10.1B | $-63.0M | ||
| Q3 25 | $10.0B | — | ||
| Q2 25 | $9.6B | $-453.0M | ||
| Q1 25 | $9.3B | $-829.0M | ||
| Q4 24 | $9.2B | $-1.1B | ||
| Q3 24 | $9.4B | $-1.3B | ||
| Q2 24 | $9.0B | $-1.5B |
总资产NXPISTX
| Q1 26 | — | $8.7B | ||
| Q4 25 | $26.6B | $8.4B | ||
| Q3 25 | $26.4B | — | ||
| Q2 25 | $25.3B | $8.0B | ||
| Q1 25 | $25.2B | $7.6B | ||
| Q4 24 | $24.4B | $8.0B | ||
| Q3 24 | $23.7B | $8.0B | ||
| Q2 24 | $23.2B | $7.7B |
负债/权益比NXPISTX
| Q1 26 | — | — | ||
| 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 | $891.0M | — |
| 自由现金流经营现金流 - 资本支出 | $793.0M | — |
| 自由现金流率自由现金流/营收 | 23.8% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.96× | — |
| 过去12个月自由现金流最近4个季度 | $2.4B | — |
8季度趋势，按日历期对齐
经营现金流NXPISTX
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $532.0M | ||
| Q3 25 | $585.0M | — | ||
| Q2 25 | $779.0M | $508.0M | ||
| Q1 25 | $565.0M | $259.0M | ||
| Q4 24 | $391.0M | $221.0M | ||
| Q3 24 | $779.0M | $95.0M | ||
| Q2 24 | $761.0M | $434.0M |
自由现金流NXPISTX
| Q1 26 | — | — | ||
| Q4 25 | $793.0M | $427.0M | ||
| Q3 25 | $508.0M | — | ||
| Q2 25 | $696.0M | $425.0M | ||
| Q1 25 | $426.0M | $216.0M | ||
| Q4 24 | $261.0M | $150.0M | ||
| Q3 24 | $593.0M | $27.0M | ||
| Q2 24 | $576.0M | $380.0M |
自由现金流率NXPISTX
| Q1 26 | — | — | ||
| Q4 25 | 23.8% | 16.2% | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 23.8% | 17.4% | ||
| Q1 25 | 15.0% | 10.0% | ||
| Q4 24 | 8.4% | 6.5% | ||
| Q3 24 | 18.2% | 1.2% | ||
| Q2 24 | 18.4% | 20.1% |
资本支出强度NXPISTX
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 4.0% | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 2.8% | 3.4% | ||
| Q1 25 | 4.9% | 2.0% | ||
| Q4 24 | 4.2% | 3.1% | ||
| Q3 24 | 5.7% | 3.1% | ||
| Q2 24 | 5.9% | 2.9% |
现金转化率NXPISTX
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 0.97× | ||
| Q3 25 | 0.93× | — | ||
| Q2 25 | 1.75× | 1.04× | ||
| Q1 25 | 1.15× | 0.76× | ||
| Q4 24 | 0.79× | 0.66× | ||
| Q3 24 | 1.08× | 0.31× | ||
| Q2 24 | 1.16× | 0.85× |
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
| Distributors | $2.0B | 61% |
| Other | $1.3B | 38% |
STX
| OE Ms | $2.3B | 81% |
| Distributors | $335.0M | 12% |
| Retail | $188.0M | 7% |
