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Albertsons Companies, Inc.（ACI）与JBS N.V.（JBS）财务数据对比。点击上方公司名可切换其他公司
JBS N.V.的季度营收约是Albertsons Companies, Inc.的1.2倍（$22.6B vs $19.1B），JBS N.V.净利率更高（2.9% vs 1.5%，领先1.3%），JBS N.V.同比增速更快（13.4% vs 1.9%），Albertsons Companies, Inc.自由现金流更多（$-94.7M vs $-264.6M）
Albertsons Companies, Inc.是美国知名杂货零售企业，主营业务覆盖生鲜食品、粮油副食、日用百货等品类的线下与线上零售，公司创立于爱达荷州博伊西，总部亦设立于此，在全美拥有大量连锁门店，为各地消费者提供便捷的日常购物服务。
JBS N.V.是巴西跨国企业，为全球规模最大的肉类加工集团，生产工厂化加工的牛肉、鸡肉、三文鱼、羊肉、猪肉等产品，同时销售肉类加工衍生的各类副产品，总部设于圣保罗，1953年在戈亚斯州阿纳波利斯成立。
ACI vs JBS — 直观对比
营收规模更大
JBS
是对方的1.2倍
$19.1B
营收增速更快
JBS
高出11.5%
1.9%
净利率更高
JBS
高出1.3%
1.5%
自由现金流更多
ACI
多$169.9M
$-264.6M
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $19.1B | $22.6B |
| 净利润 | $293.3M | $644.1M |
| 毛利率 | 27.4% | 13.2% |
| 营业利润率 | 2.6% | 5.4% |
| 净利率 | 1.5% | 2.9% |
| 营收同比 | 1.9% | 13.4% |
| 净利润同比 | -26.8% | -14.9% |
| 每股收益（稀释后） | $0.55 | $0.52 |
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ACIJBS
| Q4 25 | $19.1B | — | ||
| Q3 25 | — | $22.6B | ||
| Q2 25 | $24.9B | — | ||
| Q1 25 | $18.8B | — | ||
| Q4 24 | $18.8B | — | ||
| Q3 24 | — | $19.9B | ||
| Q2 24 | $24.3B | — | ||
| Q3 23 | $18.3B | — |
净利润ACIJBS
| Q4 25 | $293.3M | — | ||
| Q3 25 | — | $644.1M | ||
| Q2 25 | $236.4M | — | ||
| Q1 25 | $171.8M | — | ||
| Q4 24 | $400.6M | — | ||
| Q3 24 | — | $756.6M | ||
| Q2 24 | $240.7M | — | ||
| Q3 23 | $266.9M | — |
毛利率ACIJBS
| Q4 25 | 27.4% | — | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | 27.1% | — | ||
| Q1 25 | 27.4% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | 27.8% | — | ||
| Q3 23 | 27.6% | — |
营业利润率ACIJBS
| Q4 25 | 2.6% | — | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | 1.9% | — | ||
| Q3 23 | 2.5% | — |
净利率ACIJBS
| Q4 25 | 1.5% | — | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | 1.0% | — | ||
| Q3 23 | 1.5% | — |
每股收益（稀释后）ACIJBS
| Q4 25 | $0.55 | — | ||
| Q3 25 | — | $0.52 | ||
| Q2 25 | $0.41 | — | ||
| Q1 25 | $0.29 | — | ||
| Q4 24 | $0.69 | — | ||
| Q3 24 | — | $0.62 | ||
| Q2 24 | $0.41 | — | ||
| Q3 23 | $0.46 | — |
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 | $195.1M | $485.5B |
| 总债务越低越好 | $8.4B | $213.0M |
| 股东权益账面价值 | $2.5B | $9.5B |
| 总资产 | $27.1B | $44.2B |
| 负债/权益比越低杠杆越低 | 3.36× | 0.02× |
8季度趋势，按日历期对齐
现金及短期投资ACIJBS
| Q4 25 | $195.1M | — | ||
| Q3 25 | — | $485.5B | ||
| Q2 25 | $151.0M | — | ||
| Q1 25 | $293.6M | — | ||
| Q4 24 | $202.3M | — | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | $291.1M | — | ||
| Q3 23 | $266.1M | — |
总债务ACIJBS
| Q4 25 | $8.4B | — | ||
| Q3 25 | — | $213.0M | ||
| Q2 25 | $7.0B | — | ||
| Q1 25 | $7.8B | — | ||
| Q4 24 | $7.8B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $7.8B | — | ||
| Q3 23 | $7.8B | — |
股东权益ACIJBS
| Q4 25 | $2.5B | — | ||
| Q3 25 | — | $9.5B | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | — | $9.5B | ||
| Q2 24 | $2.9B | — | ||
| Q3 23 | $2.2B | — |
总资产ACIJBS
| Q4 25 | $27.1B | — | ||
| Q3 25 | — | $44.2B | ||
| Q2 25 | $26.5B | — | ||
| Q1 25 | $26.8B | — | ||
| Q4 24 | $26.7B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $26.1B | — | ||
| Q3 23 | $26.3B | — |
负债/权益比ACIJBS
| Q4 25 | 3.36× | — | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 2.29× | — | ||
| Q4 24 | 2.31× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.67× | — | ||
| Q3 23 | 3.52× | — |
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 | $367.6M | $996.4M |
| 自由现金流经营现金流 - 资本支出 | $-94.7M | $-264.6M |
| 自由现金流率自由现金流/营收 | -0.5% | -1.2% |
| 资本支出强度资本支出/营收 | 2.4% | 5.6% |
| 现金转化率经营现金流/净利润 | 1.25× | 1.55× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ACIJBS
| Q4 25 | $367.6M | — | ||
| Q3 25 | — | $996.4M | ||
| Q2 25 | $754.4M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $548.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $960.9M | — | ||
| Q3 23 | $509.6M | — |
自由现金流ACIJBS
| Q4 25 | $-94.7M | — | ||
| Q3 25 | — | $-264.6M | ||
| Q2 25 | $169.8M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $53.6M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $417.9M | — | ||
| Q3 23 | $47.8M | — |
自由现金流率ACIJBS
| Q4 25 | -0.5% | — | ||
| Q3 25 | — | -1.2% | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 1.7% | — | ||
| Q3 23 | 0.3% | — |
资本支出强度ACIJBS
| Q4 25 | 2.4% | — | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.2% | — | ||
| Q3 23 | 2.5% | — |
现金转化率ACIJBS
| Q4 25 | 1.25× | — | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | 3.19× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.99× | — | ||
| Q3 23 | 1.91× | — |
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
ACI
| Retail Sales | $18.9B | 99% |
| Third Party Sales And Other Miscellaneous Revenue | $196.8M | 1% |
JBS
暂无分部数据
