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Forafric Global PLC（AFRI）与邦吉（BG）财务数据对比。点击上方公司名可切换其他公司
邦吉的季度营收约是Forafric Global PLC的30.6倍（$4.9B vs $159.7M）。邦吉净利率更高（1.9% vs -7.5%，领先9.5%）。邦吉自由现金流更多（$809.0M vs $146.0K）
Forafric Global PLC是一家聚焦非洲市场的农业综合企业，业务覆盖农产品生产、加工、分销全价值链，主营谷物、植物油等主食产品，核心市场为北非和西非地区，服务多领域客户，助力区域粮食安全保障。
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
AFRI vs BG — 直观对比
营收规模更大
BG
是对方的30.6倍
$159.7M
净利率更高
BG
高出9.5%
-7.5%
自由现金流更多
BG
多$808.9M
$146.0K
损益表 — Q2 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $159.7M | $4.9B |
| 净利润 | $-12.0M | $95.0M |
| 毛利率 | 10.7% | 20.7% |
| 营业利润率 | -2.5% | 1.8% |
| 净利率 | -7.5% | 1.9% |
| 营收同比 | — | 22.2% |
| 净利润同比 | — | -84.2% |
| 每股收益（稀释后） | — | $-0.02 |
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AFRIBG
| Q4 25 | — | $4.9B | ||
| Q3 25 | — | $4.4B | ||
| Q2 25 | $159.7M | $4.0B | ||
| Q1 25 | — | $3.7B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | — | $3.9B | ||
| Q2 24 | $145.6M | $3.7B | ||
| Q1 24 | — | $3.9B |
净利润AFRIBG
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $166.0M | ||
| Q2 25 | $-12.0M | $354.0M | ||
| Q1 25 | — | $201.0M | ||
| Q4 24 | — | $602.0M | ||
| Q3 24 | — | $221.0M | ||
| Q2 24 | $-8.6M | $70.0M | ||
| Q1 24 | — | $244.0M |
毛利率AFRIBG
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 24.3% | ||
| Q2 25 | 10.7% | 18.4% | ||
| Q1 25 | — | 16.3% | ||
| Q4 24 | — | 27.0% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | 9.4% | 17.8% | ||
| Q1 24 | — | 22.2% |
营业利润率AFRIBG
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 6.2% | ||
| Q2 25 | -2.5% | 12.3% | ||
| Q1 25 | — | 7.8% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | -0.9% | 2.8% | ||
| Q1 24 | — | 9.4% |
净利率AFRIBG
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | -7.5% | 8.8% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 15.0% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | -5.9% | 1.9% | ||
| Q1 24 | — | 6.2% |
每股收益（稀释后）AFRIBG
| Q4 25 | — | $-0.02 | ||
| Q3 25 | — | $0.84 | ||
| Q2 25 | — | $2.61 | ||
| Q1 25 | — | $1.48 | ||
| Q4 24 | — | $4.27 | ||
| Q3 24 | — | $1.56 | ||
| Q2 24 | — | $0.48 | ||
| Q1 24 | — | $1.68 |
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 | $12.2M | $2.0B |
| 总债务越低越好 | — | $10.2B |
| 股东权益账面价值 | $5.3M | $15.9B |
| 总资产 | $246.1M | $44.5B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资AFRIBG
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $12.2M | $7.1B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | $16.4M | $1.3B | ||
| Q1 24 | — | $3.1B |
总债务AFRIBG
| Q4 25 | — | $10.2B | ||
| Q3 25 | — | $11.1B | ||
| Q2 25 | — | $7.7B | ||
| Q1 25 | — | $5.4B | ||
| Q4 24 | — | $5.4B | ||
| Q3 24 | — | $5.4B | ||
| Q2 24 | $18.4M | $4.1B | ||
| Q1 24 | — | $4.1B |
股东权益AFRIBG
| Q4 25 | — | $15.9B | ||
| Q3 25 | — | $15.8B | ||
| Q2 25 | $5.3M | $10.9B | ||
| Q1 25 | — | $10.6B | ||
| Q4 24 | — | $9.9B | ||
| Q3 24 | — | $10.1B | ||
| Q2 24 | $16.3M | $10.0B | ||
| Q1 24 | — | $10.6B |
总资产AFRIBG
| Q4 25 | — | $44.5B | ||
| Q3 25 | — | $46.3B | ||
| Q2 25 | $246.1M | $31.2B | ||
| Q1 25 | — | $26.7B | ||
| Q4 24 | — | $24.9B | ||
| Q3 24 | — | $25.3B | ||
| Q2 24 | $287.1M | $24.4B | ||
| Q1 24 | — | $25.8B |
负债/权益比AFRIBG
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.71× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.51× | ||
| Q4 24 | — | 0.54× | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | 1.13× | 0.41× | ||
| Q1 24 | — | 0.39× |
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 | $706.0K | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $146.0K | $809.0M |
| 自由现金流率自由现金流/营收 | 0.1% | 16.6% |
| 资本支出强度资本支出/营收 | 0.4% | 11.0% |
| 现金转化率经营现金流/净利润 | — | 14.18× |
| 过去12个月自由现金流最近4个季度 | — | $-879.0M |
8季度趋势，按日历期对齐
经营现金流AFRIBG
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $854.0M | ||
| Q2 25 | $706.0K | $-1.1B | ||
| Q1 25 | — | $-285.0M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | $10.5M | $-1.5B | ||
| Q1 24 | — | $994.0M |
自由现金流AFRIBG
| Q4 25 | — | $809.0M | ||
| Q3 25 | — | $385.0M | ||
| Q2 25 | $146.0K | $-1.5B | ||
| Q1 25 | — | $-595.0M | ||
| Q4 24 | — | $564.0M | ||
| Q3 24 | — | $973.0M | ||
| Q2 24 | $6.4M | $-1.8B | ||
| Q1 24 | — | $758.0M |
自由现金流率AFRIBG
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 8.8% | ||
| Q2 25 | 0.1% | -36.8% | ||
| Q1 25 | — | -16.2% | ||
| Q4 24 | — | 14.1% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | 4.4% | -47.4% | ||
| Q1 24 | — | 19.2% |
资本支出强度AFRIBG
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | 0.4% | 10.1% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 9.1% | ||
| Q2 24 | 2.8% | 8.0% | ||
| Q1 24 | — | 6.0% |
现金转化率AFRIBG
| Q4 25 | — | 14.18× | ||
| Q3 25 | — | 5.14× | ||
| Q2 25 | — | -3.03× | ||
| Q1 25 | — | -1.42× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | — | 6.00× | ||
| Q2 24 | — | -21.06× | ||
| Q1 24 | — | 4.07× |
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
AFRI
| Sales to external customers, Total | $159.7M | 100% |
| Couscous & Pasta | $934.0K | 1% |
| Soft Wheat | $393.0K | 0% |
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
