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菲利普莫里斯国际(PM)与TIGO ENERGY, INC.(TYGO)财务数据对比。点击上方公司名可切换其他公司
菲利普莫里斯国际的季度营收约是TIGO ENERGY, INC.的1.1倍($10.1B vs $9.2B)
菲利普莫里斯国际是全球头部烟草企业,产品销往180余个国家和地区,旗下万宝路是全球最知名的烟草品牌,2023年第四季度加热不燃烧产品IQOS贡献了最高营收,位列2025年财富美国500强第121位。
Tigo Energy是一家美国企业,总部位于加利福尼亚州洛斯加托斯,专注服务光伏领域的安装商、经销商与原始设备制造商,主打产品与技术包括组件级功率优化器及智能组件功率电子器件,同时也为行业客户提供配套软件与相关服务。
PM vs TYGO — 直观对比
营收规模更大
PM
是对方的1.1倍
$9.2B
损益表 — Q1 FY2026 vs Q4 FY2023
| 指标 | ||
|---|---|---|
| 营收 | $10.1B | $9.2B |
| 净利润 | $2.4B | — |
| 毛利率 | 68.1% | 0.0% |
| 营业利润率 | 38.4% | — |
| 净利率 | 24.0% | — |
| 营收同比 | 9.1% | — |
| 净利润同比 | -9.4% | -1736.1% |
| 每股收益(稀释后) | $1.56 | — |
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
PM
TYGO
| Q1 26 | $10.1B | — | ||
| Q4 25 | $10.4B | — | ||
| Q3 25 | $10.8B | — | ||
| Q2 25 | $10.1B | — | ||
| Q1 25 | $9.3B | — | ||
| Q4 24 | $9.7B | — | ||
| Q3 24 | $9.9B | — | ||
| Q2 24 | $9.5B | — |
净利润
PM
TYGO
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $-579.0M | — | ||
| Q3 24 | $3.1B | — | ||
| Q2 24 | $2.4B | — |
毛利率
PM
TYGO
| Q1 26 | 68.1% | — | ||
| Q4 25 | 65.6% | — | ||
| Q3 25 | 67.8% | — | ||
| Q2 25 | 67.7% | — | ||
| Q1 25 | 67.3% | — | ||
| Q4 24 | 64.7% | — | ||
| Q3 24 | 66.0% | — | ||
| Q2 24 | 64.7% | — |
营业利润率
PM
TYGO
| Q1 26 | 38.4% | — | ||
| Q4 25 | 32.6% | — | ||
| Q3 25 | 39.3% | — | ||
| Q2 25 | 36.6% | — | ||
| Q1 25 | 38.1% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 36.9% | — | ||
| Q2 24 | 36.4% | — |
净利率
PM
TYGO
| Q1 26 | 24.0% | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 32.1% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | -6.0% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 25.4% | — |
每股收益(稀释后)
PM
TYGO
| Q1 26 | $1.56 | — | ||
| Q4 25 | $1.36 | — | ||
| Q3 25 | $2.23 | — | ||
| Q2 25 | $1.95 | — | ||
| Q1 25 | $1.72 | — | ||
| Q4 24 | $-0.37 | — | ||
| Q3 24 | $1.97 | — | ||
| Q2 24 | $1.54 | — |
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 | $5.5B | $31.2M |
| 总债务越低越好 | $49.5B | $50.0M |
| 股东权益账面价值 | — | $62.8M |
| 总资产 | $68.9B | $127.8M |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势,按日历期对齐
现金及短期投资
PM
TYGO
| Q1 26 | $5.5B | — | ||
| Q4 25 | $4.9B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.4B | — | ||
| Q4 24 | $4.2B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.8B | — |
总债务
PM
TYGO
| Q1 26 | $49.5B | — | ||
| Q4 25 | $45.1B | — | ||
| Q3 25 | $41.9B | — | ||
| Q2 25 | $42.4B | — | ||
| Q1 25 | $38.8B | — | ||
| Q4 24 | $42.2B | — | ||
| Q3 24 | $44.2B | — | ||
| Q2 24 | $44.6B | — |
股东权益
PM
TYGO
| Q1 26 | — | — | ||
| Q4 25 | $-10.0B | — | ||
| Q3 25 | $-10.9B | — | ||
| Q2 25 | $-12.0B | — | ||
| Q1 25 | $-10.9B | — | ||
| Q4 24 | $-11.8B | — | ||
| Q3 24 | $-9.7B | — | ||
| Q2 24 | $-9.7B | — |
总资产
PM
TYGO
| Q1 26 | $68.9B | — | ||
| Q4 25 | $69.2B | — | ||
| Q3 25 | $67.1B | — | ||
| Q2 25 | $68.5B | — | ||
| Q1 25 | $65.1B | — | ||
| Q4 24 | $61.8B | — | ||
| Q3 24 | $66.9B | — | ||
| Q2 24 | $65.8B | — |
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 | — | $-37.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-39.3M |
| 自由现金流率自由现金流/营收 | — | -0.4% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | — | $-70.6M |
8季度趋势,按日历期对齐
经营现金流
PM
TYGO
| Q1 26 | — | — | ||
| Q4 25 | $4.7B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $-350.0M | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $4.6B | — |
自由现金流
PM
TYGO
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $-754.0M | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $4.3B | — |
自由现金流率
PM
TYGO
| Q1 26 | — | — | ||
| Q4 25 | 41.2% | — | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | -8.1% | — | ||
| Q4 24 | 38.4% | — | ||
| Q3 24 | 29.9% | — | ||
| Q2 24 | 45.0% | — |
资本支出强度
PM
TYGO
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.9% | — |
现金转化率
PM
TYGO
| Q1 26 | — | — | ||
| Q4 25 | 2.20× | — | ||
| Q3 25 | 1.28× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | -0.13× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.08× | — | ||
| Q2 24 | 1.93× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图