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恩智浦（NXPI）与西湖化学（WLK）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西湖化学的1.3倍（$3.2B vs $2.5B），恩智浦净利率更高（35.3% vs -21.5%，领先56.7%），恩智浦同比增速更快（-5.0% vs -10.9%），恩智浦自由现金流更多（$714.0M vs $-16.0M），过去两年恩智浦的营收复合增速更高（0.9% vs -7.7%）
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。
西湖化学是国际知名的石化产品、聚合物及装配式建筑产品生产商与供应商，产品广泛应用于各类消费及工业市场。公司1986年由赵廷箴创立，是美国最大的低密度聚乙烯生产商，位列福布斯全球2000强，业务分为烯烃和乙烯基两大板块，具备乙烯基产品下游一体化生产能力。
NXPI vs WLK — 直观对比
营收规模更大
NXPI
是对方的1.3倍
$2.5B
营收增速更快
NXPI
高出5.9%
-10.9%
净利率更高
NXPI
高出56.7%
-21.5%
自由现金流更多
NXPI
多$730.0M
$-16.0M
两年增速更快
NXPI
近两年复合增速
-7.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.5B |
| 净利润 | $1.1B | $-544.0M |
| 毛利率 | 59.5% | 3.4% |
| 营业利润率 | — | -26.5% |
| 净利率 | 35.3% | -21.5% |
| 营收同比 | -5.0% | -10.9% |
| 净利润同比 | 147.0% | -7871.4% |
| 每股收益（稀释后） | $4.43 | $-4.22 |
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NXPIWLK
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $2.5B | ||
| Q3 25 | $3.2B | $2.8B | ||
| Q2 25 | $2.9B | $3.0B | ||
| Q1 25 | $2.8B | $2.8B | ||
| Q4 24 | $3.1B | $2.8B | ||
| Q3 24 | $3.3B | $3.1B | ||
| Q2 24 | $3.1B | $3.2B |
净利润NXPIWLK
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $-544.0M | ||
| Q3 25 | $631.0M | $-782.0M | ||
| Q2 25 | $445.0M | $-142.0M | ||
| Q1 25 | $490.0M | $-40.0M | ||
| Q4 24 | $495.0M | $7.0M | ||
| Q3 24 | $718.0M | $108.0M | ||
| Q2 24 | $658.0M | $313.0M |
毛利率NXPIWLK
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | 3.4% | ||
| Q3 25 | 56.3% | 8.3% | ||
| Q2 25 | 53.4% | 8.7% | ||
| Q1 25 | 55.0% | 8.2% | ||
| Q4 24 | 53.9% | 11.5% | ||
| Q3 24 | 57.4% | 16.0% | ||
| Q2 24 | 57.3% | 20.7% |
营业利润率NXPIWLK
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | -26.5% | ||
| Q3 25 | 28.1% | -27.0% | ||
| Q2 25 | 23.5% | -3.7% | ||
| Q1 25 | 25.5% | -1.1% | ||
| Q4 24 | 21.7% | 2.3% | ||
| Q3 24 | 30.5% | 5.8% | ||
| Q2 24 | 28.7% | 12.7% |
净利率NXPIWLK
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | -21.5% | ||
| Q3 25 | 19.9% | -27.6% | ||
| Q2 25 | 15.2% | -4.8% | ||
| Q1 25 | 17.3% | -1.4% | ||
| Q4 24 | 15.9% | 0.2% | ||
| Q3 24 | 22.1% | 3.5% | ||
| Q2 24 | 21.0% | 9.8% |
每股收益（稀释后）NXPIWLK
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $-4.22 | ||
| Q3 25 | $2.48 | $-6.06 | ||
| Q2 25 | $1.75 | $-1.11 | ||
| Q1 25 | $1.92 | $-0.31 | ||
| Q4 24 | $1.93 | $0.07 | ||
| Q3 24 | $2.79 | $0.83 | ||
| Q2 24 | $2.54 | $2.40 |
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 | $2.7B |
| 总债务越低越好 | $11.7B | $5.6B |
| 股东权益账面价值 | $10.9B | $8.8B |
| 总资产 | $27.1B | $20.0B |
| 负债/权益比越低杠杆越低 | 1.07× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资NXPIWLK
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $2.7B | ||
| Q3 25 | $3.5B | $1.9B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $4.0B | $2.3B | ||
| Q4 24 | $3.3B | $2.9B | ||
| Q3 24 | $2.7B | $2.9B | ||
| Q2 24 | $2.9B | $3.0B |
总债务NXPIWLK
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $5.6B | ||
| Q3 25 | $11.0B | $4.7B | ||
| Q2 25 | $9.5B | $4.7B | ||
| Q1 25 | $10.2B | $4.6B | ||
| Q4 24 | $10.4B | $4.6B | ||
| Q3 24 | $9.7B | $4.6B | ||
| Q2 24 | $9.7B | $4.9B |
股东权益NXPIWLK
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $8.8B | ||
| Q3 25 | $10.0B | $9.4B | ||
| Q2 25 | $9.6B | $10.3B | ||
| Q1 25 | $9.3B | $10.4B | ||
| Q4 24 | $9.2B | $10.5B | ||
| Q3 24 | $9.4B | $10.7B | ||
| Q2 24 | $9.0B | $10.6B |
总资产NXPIWLK
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $20.0B | ||
| Q3 25 | $26.4B | $19.8B | ||
| Q2 25 | $25.3B | $20.8B | ||
| Q1 25 | $25.2B | $20.7B | ||
| Q4 24 | $24.4B | $20.8B | ||
| Q3 24 | $23.7B | $21.1B | ||
| Q2 24 | $23.2B | $21.1B |
负债/权益比NXPIWLK
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | 0.64× | ||
| Q3 25 | 1.09× | 0.49× | ||
| Q2 25 | 0.99× | 0.45× | ||
| Q1 25 | 1.10× | 0.44× | ||
| Q4 24 | 1.13× | 0.43× | ||
| Q3 24 | 1.03× | 0.43× | ||
| Q2 24 | 1.07× | 0.46× |
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 | — | $225.0M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $-16.0M |
| 自由现金流率自由现金流/营收 | 22.4% | -0.6% |
| 资本支出强度资本支出/营收 | 2.5% | 9.5% |
| 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 | $-530.0M |
8季度趋势，按日历期对齐
经营现金流NXPIWLK
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $225.0M | ||
| Q3 25 | $585.0M | $182.0M | ||
| Q2 25 | $779.0M | $135.0M | ||
| Q1 25 | $565.0M | $-77.0M | ||
| Q4 24 | $391.0M | $434.0M | ||
| Q3 24 | $779.0M | $474.0M | ||
| Q2 24 | $761.0M | $237.0M |
自由现金流NXPIWLK
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $-16.0M | ||
| Q3 25 | $508.0M | $-57.0M | ||
| Q2 25 | $696.0M | $-132.0M | ||
| Q1 25 | $426.0M | $-325.0M | ||
| Q4 24 | $261.0M | $149.0M | ||
| Q3 24 | $593.0M | $254.0M | ||
| Q2 24 | $576.0M | $6.0M |
自由现金流率NXPIWLK
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | -0.6% | ||
| Q3 25 | 16.0% | -2.0% | ||
| Q2 25 | 23.8% | -4.5% | ||
| Q1 25 | 15.0% | -11.4% | ||
| Q4 24 | 8.4% | 5.2% | ||
| Q3 24 | 18.2% | 8.1% | ||
| Q2 24 | 18.4% | 0.2% |
资本支出强度NXPIWLK
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 9.5% | ||
| Q3 25 | 2.4% | 8.4% | ||
| Q2 25 | 2.8% | 9.0% | ||
| Q1 25 | 4.9% | 8.7% | ||
| Q4 24 | 4.2% | 10.0% | ||
| Q3 24 | 5.7% | 7.1% | ||
| Q2 24 | 5.9% | 7.2% |
现金转化率NXPIWLK
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | — | ||
| Q3 25 | 0.93× | — | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.15× | — | ||
| Q4 24 | 0.79× | 62.00× | ||
| Q3 24 | 1.08× | 4.39× | ||
| Q2 24 | 1.16× | 0.76× |
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
WLK
| Performance Materials | $930.0M | 37% |
| Housing Products | $767.0M | 30% |
| Essential Materials | $702.0M | 28% |
| Infrastructure Products | $134.0M | 5% |
