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恩智浦（NXPI）与百胜餐饮集团（YUM）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百胜餐饮集团的1.3倍（$3.2B vs $2.5B），恩智浦净利率更高（35.3% vs 21.3%，领先14.0%），百胜餐饮集团同比增速更快（6.5% vs -5.0%），恩智浦自由现金流更多（$714.0M vs $482.0M），过去两年百胜餐饮集团的营收复合增速更高（25.5% 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。
百胜餐饮集团是美国跨国快餐企业，前身为百事可乐1977年收购肯德基、必胜客、塔可贝尔后成立的子公司，1997年从百事可乐分拆独立。目前集团运营肯德基、必胜客、塔可贝尔、哈比特汉堡等知名餐饮品牌，同时持有多家科技公司为业务发展提供支持。
NXPI vs YUM — 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
YUM
高出11.5%
-5.0%
净利率更高
NXPI
高出14.0%
21.3%
自由现金流更多
NXPI
多$232.0M
$482.0M
两年增速更快
YUM
近两年复合增速
0.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.5B |
| 净利润 | $1.1B | $535.0M |
| 毛利率 | 59.5% | 67.6% |
| 营业利润率 | — | 29.3% |
| 净利率 | 35.3% | 21.3% |
| 营收同比 | -5.0% | 6.5% |
| 净利润同比 | 147.0% | 26.5% |
| 每股收益（稀释后） | $4.43 | $1.91 |
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NXPIYUM
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.3B | $2.5B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $2.8B | $1.8B | ||
| Q4 24 | $3.1B | $2.4B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.1B | $1.8B |
净利润NXPIYUM
| Q1 26 | $1.1B | — | ||
| Q4 25 | $455.0M | $535.0M | ||
| Q3 25 | $631.0M | $397.0M | ||
| Q2 25 | $445.0M | $374.0M | ||
| Q1 25 | $490.0M | $253.0M | ||
| Q4 24 | $495.0M | $423.0M | ||
| Q3 24 | $718.0M | $382.0M | ||
| Q2 24 | $658.0M | $367.0M |
毛利率NXPIYUM
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | 67.6% | ||
| Q3 25 | 56.3% | 70.3% | ||
| Q2 25 | 53.4% | 71.0% | ||
| Q1 25 | 55.0% | 70.9% | ||
| Q4 24 | 53.9% | 69.2% | ||
| Q3 24 | 57.4% | 71.4% | ||
| Q2 24 | 57.3% | 73.3% |
营业利润率NXPIYUM
| Q1 26 | — | — | ||
| Q4 25 | 22.3% | 29.3% | ||
| Q3 25 | 28.1% | 33.7% | ||
| Q2 25 | 23.5% | 32.2% | ||
| Q1 25 | 25.5% | 30.7% | ||
| Q4 24 | 21.7% | 27.8% | ||
| Q3 24 | 30.5% | 33.9% | ||
| Q2 24 | 28.7% | 34.4% |
净利率NXPIYUM
| Q1 26 | 35.3% | — | ||
| Q4 25 | 13.6% | 21.3% | ||
| Q3 25 | 19.9% | 20.1% | ||
| Q2 25 | 15.2% | 19.3% | ||
| Q1 25 | 17.3% | 14.2% | ||
| Q4 24 | 15.9% | 17.9% | ||
| Q3 24 | 22.1% | 20.9% | ||
| Q2 24 | 21.0% | 20.8% |
每股收益（稀释后）NXPIYUM
| Q1 26 | $4.43 | — | ||
| Q4 25 | $1.80 | $1.91 | ||
| Q3 25 | $2.48 | $1.41 | ||
| Q2 25 | $1.75 | $1.33 | ||
| Q1 25 | $1.92 | $0.90 | ||
| Q4 24 | $1.93 | $1.49 | ||
| Q3 24 | $2.79 | $1.35 | ||
| Q2 24 | $2.54 | $1.28 |
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 | $709.0M |
| 总债务越低越好 | $11.7B | $11.9B |
| 股东权益账面价值 | $10.9B | $-7.3B |
| 总资产 | $27.1B | $8.2B |
| 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NXPIYUM
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.3B | $709.0M | ||
| Q3 25 | $3.5B | $1.0B | ||
| Q2 25 | $3.2B | $677.0M | ||
| Q1 25 | $4.0B | $607.0M | ||
| Q4 24 | $3.3B | $707.0M | ||
| Q3 24 | $2.7B | $548.0M | ||
| Q2 24 | $2.9B | $520.0M |
总债务NXPIYUM
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $11.9B | ||
| Q3 25 | $11.0B | $11.5B | ||
| Q2 25 | $9.5B | $10.4B | ||
| Q1 25 | $10.2B | $11.3B | ||
| Q4 24 | $10.4B | $11.3B | ||
| Q3 24 | $9.7B | $11.2B | ||
| Q2 24 | $9.7B | $11.1B |
股东权益NXPIYUM
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.1B | $-7.3B | ||
| Q3 25 | $10.0B | $-7.5B | ||
| Q2 25 | $9.6B | $-7.7B | ||
| Q1 25 | $9.3B | $-7.8B | ||
| Q4 24 | $9.2B | $-7.6B | ||
| Q3 24 | $9.4B | $-7.7B | ||
| Q2 24 | $9.0B | $-7.6B |
总资产NXPIYUM
| Q1 26 | $27.1B | — | ||
| Q4 25 | $26.6B | $8.2B | ||
| Q3 25 | $26.4B | $7.2B | ||
| Q2 25 | $25.3B | $6.9B | ||
| Q1 25 | $25.2B | $6.7B | ||
| Q4 24 | $24.4B | $6.7B | ||
| Q3 24 | $23.7B | $6.5B | ||
| Q2 24 | $23.2B | $6.4B |
负债/权益比NXPIYUM
| 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 | — | $617.0M |
| 自由现金流经营现金流 - 资本支出 | $714.0M | $482.0M |
| 自由现金流率自由现金流/营收 | 22.4% | 19.2% |
| 资本支出强度资本支出/营收 | 2.5% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 1.15× |
| 过去12个月自由现金流最近4个季度 | $2.7B | $1.6B |
8季度趋势，按日历期对齐
经营现金流NXPIYUM
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $617.0M | ||
| Q3 25 | $585.0M | $543.0M | ||
| Q2 25 | $779.0M | $446.0M | ||
| Q1 25 | $565.0M | $404.0M | ||
| Q4 24 | $391.0M | $513.0M | ||
| Q3 24 | $779.0M | $471.0M | ||
| Q2 24 | $761.0M | $342.0M |
自由现金流NXPIYUM
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | $482.0M | ||
| Q3 25 | $508.0M | $449.0M | ||
| Q2 25 | $696.0M | $375.0M | ||
| Q1 25 | $426.0M | $333.0M | ||
| Q4 24 | $261.0M | $407.0M | ||
| Q3 24 | $593.0M | $419.0M | ||
| Q2 24 | $576.0M | $292.0M |
自由现金流率NXPIYUM
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 19.2% | ||
| Q3 25 | 16.0% | 22.7% | ||
| Q2 25 | 23.8% | 19.4% | ||
| Q1 25 | 15.0% | 18.6% | ||
| Q4 24 | 8.4% | 17.2% | ||
| Q3 24 | 18.2% | 22.9% | ||
| Q2 24 | 18.4% | 16.6% |
资本支出强度NXPIYUM
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | 5.4% | ||
| Q3 25 | 2.4% | 4.7% | ||
| Q2 25 | 2.8% | 3.7% | ||
| Q1 25 | 4.9% | 4.0% | ||
| Q4 24 | 4.2% | 4.5% | ||
| Q3 24 | 5.7% | 2.8% | ||
| Q2 24 | 5.9% | 2.8% |
现金转化率NXPIYUM
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 1.15× | ||
| Q3 25 | 0.93× | 1.37× | ||
| Q2 25 | 1.75× | 1.19× | ||
| Q1 25 | 1.15× | 1.60× | ||
| Q4 24 | 0.79× | 1.21× | ||
| Q3 24 | 1.08× | 1.23× | ||
| Q2 24 | 1.16× | 0.93× |
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
YUM
| Other | $1.5B | 59% |
| Advertising | $547.0M | 22% |
| Pizza Hut Global Division | $303.0M | 12% |
| The Habit Burger Grill Global Division | $174.0M | 7% |
| Real Estate | $4.0M | 0% |
