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艾地盟（ADM）与摩根士丹利（MS）财务数据对比。点击上方公司名可切换其他公司
艾地盟的季度营收约是摩根士丹利的1.9倍（$20.5B vs $10.7B），摩根士丹利净利率更高（52.6% vs 1.5%，领先51.1%），摩根士丹利同比增速更快（16.0% vs 1.6%），过去两年艾地盟的营收复合增速更高（-4.0% vs -15.8%）
艾地盟（ADM）是美国跨国食品加工与大宗商品贸易企业，1902年成立，总部位于伊利诺伊州芝加哥。集团在全球布局270多家加工厂及420多个农作物采购站点，将谷物、油籽加工为食品、饮料、营养保健、工业生产及动物饲料领域的各类产品，供应全球市场。
摩根士丹利是总部位于美国纽约曼哈顿中城百老汇1585号的跨国投资银行及金融服务提供商，在全球42个国家设有办事处，员工超8万名，服务客户涵盖企业、政府、机构及个人。2023年该公司位列美国财富500强第61位，同年位居福布斯全球2000强第30位。
ADM vs MS — 直观对比
营收规模更大
ADM
是对方的1.9倍
$10.7B
营收增速更快
MS
高出14.5%
1.6%
净利率更高
MS
高出51.1%
1.5%
两年增速更快
ADM
近两年复合增速
-15.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.5B | $10.7B |
| 净利润 | $298.0M | $5.6B |
| 毛利率 | 6.0% | — |
| 营业利润率 | — | — |
| 净利率 | 1.5% | 52.6% |
| 营收同比 | 1.6% | 16.0% |
| 净利润同比 | 1.0% | — |
| 每股收益（稀释后） | $0.62 | — |
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ADMMS
| Q1 26 | $20.5B | $10.7B | ||
| Q4 25 | $6.1B | $17.9B | ||
| Q3 25 | $6.4B | $18.2B | ||
| Q2 25 | $6.3B | $16.8B | ||
| Q1 25 | $6.1B | $17.7B | ||
| Q4 24 | $-25.7B | — | ||
| Q3 24 | $6.0B | $15.4B | ||
| Q2 24 | $22.2B | $15.0B |
净利润ADMMS
| Q1 26 | $298.0M | $5.6B | ||
| Q4 25 | $456.0M | $4.4B | ||
| Q3 25 | $108.0M | $4.6B | ||
| Q2 25 | $219.0M | $3.5B | ||
| Q1 25 | $295.0M | $4.3B | ||
| Q4 24 | $567.0M | — | ||
| Q3 24 | $18.0M | $3.2B | ||
| Q2 24 | $486.0M | $3.1B |
毛利率ADMMS
| Q1 26 | 6.0% | — | ||
| Q4 25 | 20.0% | — | ||
| Q3 25 | 19.8% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 19.2% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 22.8% | — | ||
| Q2 24 | 6.3% | — |
营业利润率ADMMS
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 32.2% | ||
| Q3 25 | 2.3% | 33.1% | ||
| Q2 25 | 4.4% | 27.5% | ||
| Q1 25 | 5.7% | 31.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.8% | 27.4% | ||
| Q2 24 | 2.7% | 27.1% |
净利率ADMMS
| Q1 26 | 1.5% | 52.6% | ||
| Q4 25 | 7.5% | 24.6% | ||
| Q3 25 | 1.7% | 25.3% | ||
| Q2 25 | 3.5% | 21.1% | ||
| Q1 25 | 4.8% | 24.3% | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | 0.3% | 20.7% | ||
| Q2 24 | 2.2% | 20.5% |
每股收益（稀释后）ADMMS
| Q1 26 | $0.62 | — | ||
| Q4 25 | $0.95 | $2.68 | ||
| Q3 25 | $0.22 | $2.80 | ||
| Q2 25 | $0.45 | $2.13 | ||
| Q1 25 | $0.61 | $2.60 | ||
| Q4 24 | $1.21 | — | ||
| Q3 24 | $0.04 | $1.88 | ||
| Q2 24 | $0.98 | $1.82 |
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 | $591.0M | — |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $22.8B | $5.1M |
| 总资产 | — | $1581.4B |
| 负债/权益比越低杠杆越低 | 0.08× | — |
8季度趋势，按日历期对齐
现金及短期投资ADMMS
| Q1 26 | $591.0M | — | ||
| Q4 25 | $1.0B | $111.7B | ||
| Q3 25 | $1.2B | $103.7B | ||
| Q2 25 | $1.1B | $109.1B | ||
| Q1 25 | $864.0M | $90.7B | ||
| Q4 24 | $611.0M | — | ||
| Q3 24 | $784.0M | $91.1B | ||
| Q2 24 | $764.0M | $90.2B |
总债务ADMMS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $7.6B | $341.7B | ||
| Q3 25 | — | $324.1B | ||
| Q2 25 | — | $320.1B | ||
| Q1 25 | — | $297.0B | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | $7.6B | $291.2B | ||
| Q2 24 | — | $269.9B |
股东权益ADMMS
| Q1 26 | $22.8B | $5.1M | ||
| Q4 25 | $22.7B | $111.6B | ||
| Q3 25 | $22.5B | $110.0B | ||
| Q2 25 | $22.4B | $108.2B | ||
| Q1 25 | $22.1B | $106.8B | ||
| Q4 24 | $22.2B | — | ||
| Q3 24 | $22.0B | $103.6B | ||
| Q2 24 | $22.2B | $100.7B |
总资产ADMMS
| Q1 26 | — | $1581.4B | ||
| Q4 25 | $52.4B | $1420.3B | ||
| Q3 25 | $51.9B | $1364.8B | ||
| Q2 25 | $52.0B | $1353.9B | ||
| Q1 25 | $53.4B | $1300.3B | ||
| Q4 24 | $53.3B | — | ||
| Q3 24 | $52.2B | $1258.0B | ||
| Q2 24 | $52.7B | $1212.4B |
负债/权益比ADMMS
| Q1 26 | 0.08× | — | ||
| Q4 25 | 0.33× | 3.06× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.96× | ||
| Q1 25 | — | 2.78× | ||
| Q4 24 | 0.37× | — | ||
| Q3 24 | 0.35× | 2.81× | ||
| Q2 24 | — | 2.68× |
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
ADM
| Ag Services and Oilseeds | $16.0B | 78% |
| Carbohydrate Solutions | $2.6B | 12% |
| Nutrition | $1.8B | 9% |
MS
暂无分部数据
