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恩智浦（NXPI）与United Rentals（URI）财务数据对比。点击上方公司名可切换其他公司
United Rentals的季度营收约是恩智浦的1.3倍（$4.0B vs $3.2B），恩智浦净利率更高（35.3% vs 13.3%，领先21.9%），United Rentals同比增速更快（7.2% vs -5.0%），United Rentals自由现金流更多（$1.1B vs $714.0M），过去两年United Rentals的营收复合增速更高（114.0% 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。
United Rentals是美国设备租赁企业，2022年占据北美市场约16%的份额。截至2025年，该公司拥有全球规模最大的租赁车队，覆盖约4800类设备，原始设备成本总计约205.9亿美元，在全球共设1625个营业网点，业务覆盖北美、欧洲、澳大利亚及新西兰。
NXPI vs URI — 直观对比
营收规模更大
URI
是对方的1.3倍
$3.2B
营收增速更快
URI
高出12.2%
-5.0%
净利率更高
NXPI
高出21.9%
13.3%
自由现金流更多
URI
多$340.0M
$714.0M
两年增速更快
URI
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $4.0B |
| 净利润 | $1.1B | $531.0M |
| 毛利率 | 59.5% | 36.9% |
| 营业利润率 | — | 21.8% |
| 净利率 | 35.3% | 13.3% |
| 营收同比 | -5.0% | 7.2% |
| 净利润同比 | 147.0% | 2.5% |
| 每股收益（稀释后） | $4.43 | $8.43 |
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NXPIURI
| Q1 26 | $3.2B | $4.0B | ||
| Q4 25 | $3.3B | $992.0M | ||
| Q3 25 | $3.2B | $938.0M | ||
| Q2 25 | $2.9B | $872.0M | ||
| Q1 25 | $2.8B | $893.0M | ||
| Q4 24 | $3.1B | $1.0B | ||
| Q3 24 | $3.3B | $874.0M | ||
| Q2 24 | $3.1B | $870.0M |
净利润NXPIURI
| Q1 26 | $1.1B | $531.0M | ||
| Q4 25 | $455.0M | $653.0M | ||
| Q3 25 | $631.0M | $701.0M | ||
| Q2 25 | $445.0M | $622.0M | ||
| Q1 25 | $490.0M | $518.0M | ||
| Q4 24 | $495.0M | $689.0M | ||
| Q3 24 | $718.0M | $708.0M | ||
| Q2 24 | $658.0M | $636.0M |
毛利率NXPIURI
| Q1 26 | 59.5% | 36.9% | ||
| 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NXPIURI
| Q1 26 | — | 21.8% | ||
| Q4 25 | 22.3% | — | ||
| Q3 25 | 28.1% | — | ||
| Q2 25 | 23.5% | — | ||
| Q1 25 | 25.5% | 90.0% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 30.5% | — | ||
| Q2 24 | 28.7% | — |
净利率NXPIURI
| Q1 26 | 35.3% | 13.3% | ||
| Q4 25 | 13.6% | 65.8% | ||
| Q3 25 | 19.9% | 74.7% | ||
| Q2 25 | 15.2% | 71.3% | ||
| Q1 25 | 17.3% | 58.0% | ||
| Q4 24 | 15.9% | 67.6% | ||
| Q3 24 | 22.1% | 81.0% | ||
| Q2 24 | 21.0% | 73.1% |
每股收益（稀释后）NXPIURI
| Q1 26 | $4.43 | $8.43 | ||
| Q4 25 | $1.80 | $10.20 | ||
| Q3 25 | $2.48 | $10.91 | ||
| Q2 25 | $1.75 | $9.59 | ||
| Q1 25 | $1.92 | $7.91 | ||
| Q4 24 | $1.93 | $10.41 | ||
| Q3 24 | $2.79 | $10.70 | ||
| Q2 24 | $2.54 | $9.54 |
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 | $156.0M |
| 总债务越低越好 | $11.7B | $13.9B |
| 股东权益账面价值 | $10.9B | $9.0B |
| 总资产 | $27.1B | $29.9B |
| 负债/权益比越低杠杆越低 | 1.07× | 1.55× |
8季度趋势，按日历期对齐
现金及短期投资NXPIURI
| Q1 26 | $3.7B | $156.0M | ||
| Q4 25 | $3.3B | $459.0M | ||
| Q3 25 | $3.5B | $512.0M | ||
| Q2 25 | $3.2B | $548.0M | ||
| Q1 25 | $4.0B | $542.0M | ||
| Q4 24 | $3.3B | $457.0M | ||
| Q3 24 | $2.7B | $479.0M | ||
| Q2 24 | $2.9B | $467.0M |
总债务NXPIURI
| Q1 26 | $11.7B | $13.9B | ||
| Q4 25 | $11.0B | $12.7B | ||
| Q3 25 | $11.0B | $12.6B | ||
| Q2 25 | $9.5B | $12.1B | ||
| Q1 25 | $10.2B | $11.5B | ||
| Q4 24 | $10.4B | $12.2B | ||
| Q3 24 | $9.7B | $11.9B | ||
| Q2 24 | $9.7B | $11.5B |
股东权益NXPIURI
| Q1 26 | $10.9B | $9.0B | ||
| Q4 25 | $10.1B | $9.0B | ||
| Q3 25 | $10.0B | $9.0B | ||
| Q2 25 | $9.6B | $9.0B | ||
| Q1 25 | $9.3B | $8.8B | ||
| Q4 24 | $9.2B | $8.6B | ||
| Q3 24 | $9.4B | $8.6B | ||
| Q2 24 | $9.0B | $8.3B |
总资产NXPIURI
| Q1 26 | $27.1B | $29.9B | ||
| Q4 25 | $26.6B | $29.9B | ||
| Q3 25 | $26.4B | $30.1B | ||
| Q2 25 | $25.3B | $29.2B | ||
| Q1 25 | $25.2B | $28.1B | ||
| Q4 24 | $24.4B | $28.2B | ||
| Q3 24 | $23.7B | $28.4B | ||
| Q2 24 | $23.2B | $27.6B |
负债/权益比NXPIURI
| Q1 26 | 1.07× | 1.55× | ||
| Q4 25 | 1.09× | 1.41× | ||
| Q3 25 | 1.09× | 1.40× | ||
| Q2 25 | 0.99× | 1.34× | ||
| Q1 25 | 1.10× | 1.31× | ||
| Q4 24 | 1.13× | 1.42× | ||
| Q3 24 | 1.03× | 1.38× | ||
| Q2 24 | 1.07× | 1.39× |
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 | — | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $1.1B |
| 自由现金流率自由现金流/营收 | 22.4% | 26.4% |
| 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 | — | 2.85× |
| 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NXPIURI
| Q1 26 | — | $1.5B | ||
| Q4 25 | $891.0M | $1.3B | ||
| Q3 25 | $585.0M | $1.2B | ||
| Q2 25 | $779.0M | $1.3B | ||
| Q1 25 | $565.0M | $1.4B | ||
| Q4 24 | $391.0M | $1.0B | ||
| Q3 24 | $779.0M | $1.2B | ||
| Q2 24 | $761.0M | $1.3B |
自由现金流NXPIURI
| Q1 26 | $714.0M | $1.1B | ||
| Q4 25 | $793.0M | — | ||
| Q3 25 | $508.0M | — | ||
| Q2 25 | $696.0M | — | ||
| Q1 25 | $426.0M | — | ||
| Q4 24 | $261.0M | $471.0M | ||
| Q3 24 | $593.0M | $-168.0M | ||
| Q2 24 | $576.0M | $-263.0M |
自由现金流率NXPIURI
| Q1 26 | 22.4% | 26.4% | ||
| Q4 25 | 23.8% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 23.8% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 8.4% | 46.2% | ||
| Q3 24 | 18.2% | -19.2% | ||
| Q2 24 | 18.4% | -30.2% |
资本支出强度NXPIURI
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 4.2% | 56.6% | ||
| Q3 24 | 5.7% | 157.0% | ||
| Q2 24 | 5.9% | 175.6% |
现金转化率NXPIURI
| Q1 26 | — | 2.85× | ||
| Q4 25 | 1.96× | 1.92× | ||
| Q3 25 | 0.93× | 1.68× | ||
| Q2 25 | 1.75× | 2.14× | ||
| Q1 25 | 1.15× | 2.75× | ||
| Q4 24 | 0.79× | 1.52× | ||
| Q3 24 | 1.08× | 1.70× | ||
| Q2 24 | 1.16× | 1.99× |
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
URI
| Equipment rentals | $3.4B | 86% |
| Sales of rental equipment | $350.0M | 9% |
| Service and other revenues | $92.0M | 2% |
| Sales of new equipment | $84.0M | 2% |
| Contractor supplies sales | $40.0M | 1% |
