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高通（QCOM）与Ross Stores（ROST）财务数据对比。点击上方公司名可切换其他公司
高通的季度营收约是Ross Stores的1.9倍（$10.6B vs $5.6B），高通净利率更高（69.5% vs 9.1%，领先60.4%），Ross Stores同比增速更快（10.4% vs -3.5%），过去两年高通的营收复合增速更高（6.2% vs -3.6%）
高通是总部位于美国加利福尼亚州圣迭戈、在特拉华州注册的跨国企业，主营无线技术相关的半导体、软件及服务业务，持有5G、4G、CDMA2000、TD-SCDMA、WCDMA等移动通信标准的核心专利，是全球无线通信领域的核心供应商。
Ross Stores, Inc.是美国知名折扣百货连锁集团，旗下核心品牌为Ross Dress for Less，总部位于加利福尼亚州都柏林，是美国规模最大的平价零售商。截至2024年7月，集团在全美43个州、华盛顿特区、波多黎各及关岛共运营1795家门店，暂未覆盖新英格兰地区及阿拉斯加，另拥有门店数超353家的折扣零售品牌DD's Discounts。
QCOM vs ROST — 直观对比
营收规模更大
QCOM
是对方的1.9倍
$5.6B
营收增速更快
ROST
高出13.9%
-3.5%
净利率更高
QCOM
高出60.4%
9.1%
两年增速更快
QCOM
近两年复合增速
-3.6%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $10.6B | $5.6B |
| 净利润 | $7.4B | $511.9M |
| 毛利率 | 53.8% | 28.0% |
| 营业利润率 | 21.8% | 11.6% |
| 净利率 | 69.5% | 9.1% |
| 营收同比 | -3.5% | 10.4% |
| 净利润同比 | — | 4.7% |
| 每股收益（稀释后） | $6.88 | $1.58 |
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QCOMROST
| Q1 26 | $10.6B | — | ||
| Q4 25 | $12.3B | $5.6B | ||
| Q3 25 | $11.3B | $5.5B | ||
| Q2 25 | $10.4B | $5.0B | ||
| Q1 25 | $11.0B | $5.9B | ||
| Q4 24 | $11.7B | $5.1B | ||
| Q3 24 | $10.2B | $5.3B | ||
| Q2 24 | $9.4B | $4.9B |
净利润QCOMROST
| Q1 26 | $7.4B | — | ||
| Q4 25 | $3.0B | $511.9M | ||
| Q3 25 | $-3.1B | $508.0M | ||
| Q2 25 | $2.7B | $479.2M | ||
| Q1 25 | $2.8B | $586.8M | ||
| Q4 24 | $3.2B | $488.8M | ||
| Q3 24 | $2.9B | $527.1M | ||
| Q2 24 | $2.1B | $488.0M |
毛利率QCOMROST
| Q1 26 | 53.8% | — | ||
| Q4 25 | 54.6% | 28.0% | ||
| Q3 25 | 55.3% | 27.6% | ||
| Q2 25 | 55.6% | 28.2% | ||
| Q1 25 | 55.0% | 26.5% | ||
| Q4 24 | 55.8% | 28.3% | ||
| Q3 24 | 56.4% | 28.3% | ||
| Q2 24 | 55.6% | 28.1% |
营业利润率QCOMROST
| Q1 26 | 21.8% | — | ||
| Q4 25 | 27.5% | 11.6% | ||
| Q3 25 | 25.9% | 11.5% | ||
| Q2 25 | 26.6% | 12.2% | ||
| Q1 25 | 28.4% | 12.4% | ||
| Q4 24 | 30.5% | 11.9% | ||
| Q3 24 | 25.2% | 12.5% | ||
| Q2 24 | 23.6% | 12.2% |
净利率QCOMROST
| Q1 26 | 69.5% | — | ||
| Q4 25 | 24.5% | 9.1% | ||
| Q3 25 | -27.7% | 9.2% | ||
| Q2 25 | 25.7% | 9.6% | ||
| Q1 25 | 25.6% | 9.9% | ||
| Q4 24 | 27.3% | 9.6% | ||
| Q3 24 | 28.5% | 10.0% | ||
| Q2 24 | 22.7% | 10.0% |
每股收益（稀释后）QCOMROST
| Q1 26 | $6.88 | — | ||
| Q4 25 | $2.78 | $1.58 | ||
| Q3 25 | $-2.77 | $1.56 | ||
| Q2 25 | $2.43 | $1.47 | ||
| Q1 25 | $2.52 | $1.79 | ||
| Q4 24 | $2.83 | $1.48 | ||
| Q3 24 | $2.57 | $1.59 | ||
| Q2 24 | $1.88 | $1.46 |
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 | $5.4B | $4.1B |
| 总债务越低越好 | $15.3B | $1.5B |
| 股东权益账面价值 | $27.3B | $5.9B |
| 总资产 | $57.1B | $15.4B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资QCOMROST
| Q1 26 | $5.4B | — | ||
| Q4 25 | $11.8B | $4.1B | ||
| Q3 25 | $10.2B | $3.8B | ||
| Q2 25 | $10.0B | $3.8B | ||
| Q1 25 | $13.8B | $4.7B | ||
| Q4 24 | $14.3B | $4.3B | ||
| Q3 24 | $13.3B | $4.7B | ||
| Q2 24 | $13.0B | $4.7B |
总债务QCOMROST
| Q1 26 | $15.3B | — | ||
| Q4 25 | $14.8B | $1.5B | ||
| Q3 25 | $14.8B | $1.5B | ||
| Q2 25 | $14.8B | $1.5B | ||
| Q1 25 | $13.3B | $2.2B | ||
| Q4 24 | $13.2B | $2.2B | ||
| Q3 24 | $13.3B | $2.5B | ||
| Q2 24 | $13.2B | $2.5B |
股东权益QCOMROST
| Q1 26 | $27.3B | — | ||
| Q4 25 | $23.1B | $5.9B | ||
| Q3 25 | $21.2B | $5.7B | ||
| Q2 25 | $27.2B | $5.6B | ||
| Q1 25 | $27.7B | $5.5B | ||
| Q4 24 | $26.9B | $5.3B | ||
| Q3 24 | $26.3B | $5.1B | ||
| Q2 24 | $24.7B | $4.9B |
总资产QCOMROST
| Q1 26 | $57.1B | — | ||
| Q4 25 | $53.0B | $15.4B | ||
| Q3 25 | $50.1B | $14.5B | ||
| Q2 25 | $54.9B | $14.3B | ||
| Q1 25 | $55.4B | $14.9B | ||
| Q4 24 | $55.6B | $14.9B | ||
| Q3 24 | $55.2B | $14.7B | ||
| Q2 24 | $52.7B | $14.5B |
负债/权益比QCOMROST
| Q1 26 | 0.56× | — | ||
| Q4 25 | 0.64× | 0.26× | ||
| Q3 25 | 0.70× | 0.26× | ||
| Q2 25 | 0.54× | 0.27× | ||
| Q1 25 | 0.48× | 0.40× | ||
| Q4 24 | 0.49× | 0.42× | ||
| Q3 24 | 0.51× | 0.48× | ||
| Q2 24 | 0.53× | 0.50× |
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 | $7.4B | $827.1M |
| 自由现金流经营现金流 - 资本支出 | — | $617.8M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | 10.2% | 3.7% |
| 现金转化率经营现金流/净利润 | 1.01× | 1.62× |
| 过去12个月自由现金流最近4个季度 | — | $2.0B |
8季度趋势，按日历期对齐
经营现金流QCOMROST
| Q1 26 | $7.4B | — | ||
| Q4 25 | $5.0B | $827.1M | ||
| Q3 25 | $4.0B | $668.4M | ||
| Q2 25 | $2.9B | $409.7M | ||
| Q1 25 | $2.6B | $882.6M | ||
| Q4 24 | $4.6B | $513.4M | ||
| Q3 24 | $2.6B | $592.1M | ||
| Q2 24 | $3.1B | $368.9M |
自由现金流QCOMROST
| Q1 26 | — | — | ||
| Q4 25 | $4.4B | $617.8M | ||
| Q3 25 | $3.6B | $466.6M | ||
| Q2 25 | $2.6B | $202.3M | ||
| Q1 25 | $2.3B | $676.6M | ||
| Q4 24 | $4.3B | $333.0M | ||
| Q3 24 | $2.4B | $394.6M | ||
| Q2 24 | $2.7B | $232.7M |
自由现金流率QCOMROST
| Q1 26 | — | — | ||
| Q4 25 | 36.0% | 11.0% | ||
| Q3 25 | 31.8% | 8.4% | ||
| Q2 25 | 24.9% | 4.1% | ||
| Q1 25 | 21.3% | 11.4% | ||
| Q4 24 | 36.9% | 6.6% | ||
| Q3 24 | 23.3% | 7.5% | ||
| Q2 24 | 28.4% | 4.8% |
资本支出强度QCOMROST
| Q1 26 | 10.2% | — | ||
| Q4 25 | 4.5% | 3.7% | ||
| Q3 25 | 3.6% | 3.6% | ||
| Q2 25 | 2.8% | 4.2% | ||
| Q1 25 | 1.9% | 3.5% | ||
| Q4 24 | 2.4% | 3.6% | ||
| Q3 24 | 2.5% | 3.7% | ||
| Q2 24 | 4.1% | 2.8% |
现金转化率QCOMROST
| Q1 26 | 1.01× | — | ||
| Q4 25 | 1.65× | 1.62× | ||
| Q3 25 | — | 1.32× | ||
| Q2 25 | 1.08× | 0.85× | ||
| Q1 25 | 0.91× | 1.50× | ||
| Q4 24 | 1.44× | 1.05× | ||
| Q3 24 | 0.91× | 1.12× | ||
| Q2 24 | 1.43× | 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
QCOM
| Equipment and services | $9.1B | 85% |
| Licensing | $1.5B | 15% |
ROST
暂无分部数据
