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爱科（AGCO）与宣伟（SHW）财务数据对比。点击上方公司名可切换其他公司
宣伟的季度营收约是爱科的1.9倍（$5.7B vs $2.9B），宣伟净利率更高（9.4% vs 3.3%，领先6.2%），宣伟同比增速更快（6.8% vs 1.1%），过去两年爱科的营收复合增速更高（-0.1% vs -4.9%）
AGCO是1990年成立的美国农业机械制造商，总部位于佐治亚州德卢斯。公司主营设计、生产及销售拖拉机、联合收割机、青贮收获机、牧草设备、自走式喷雾机、播种耕作设备等产品，同时提供智慧农业相关技术解决方案。
宣伟是总部位于美国俄亥俄州克利夫兰的涂料企业，主要从事涂料、地坪覆盖材料及相关产品的生产、分销与销售业务，业务覆盖全球超过120个国家，截至2024年按营收计为全球规模最大的涂料企业。
AGCO vs SHW — 直观对比
营收规模更大
SHW
是对方的1.9倍
$2.9B
营收增速更快
SHW
高出5.7%
1.1%
净利率更高
SHW
高出6.2%
3.3%
两年增速更快
AGCO
近两年复合增速
-4.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $5.7B |
| 净利润 | $95.5M | $534.7M |
| 毛利率 | 25.4% | 49.1% |
| 营业利润率 | 7.9% | — |
| 净利率 | 3.3% | 9.4% |
| 营收同比 | 1.1% | 6.8% |
| 净利润同比 | 137.3% | 6.1% |
| 每股收益（稀释后） | $1.30 | $2.15 |
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AGCOSHW
| Q1 26 | — | $5.7B | ||
| Q4 25 | $2.9B | $5.6B | ||
| Q3 25 | $2.5B | $6.4B | ||
| Q2 25 | $2.6B | $6.3B | ||
| Q1 25 | $2.1B | $5.3B | ||
| Q4 24 | $2.9B | $5.3B | ||
| Q3 24 | $2.6B | $6.2B | ||
| Q2 24 | $3.2B | $6.3B |
净利润AGCOSHW
| Q1 26 | — | $534.7M | ||
| Q4 25 | $95.5M | $476.8M | ||
| Q3 25 | $305.7M | $833.1M | ||
| Q2 25 | $314.8M | $754.7M | ||
| Q1 25 | $10.5M | $503.9M | ||
| Q4 24 | $-255.7M | $480.1M | ||
| Q3 24 | $30.0M | $806.2M | ||
| Q2 24 | $-367.1M | $889.9M |
毛利率AGCOSHW
| Q1 26 | — | 49.1% | ||
| Q4 25 | 25.4% | 48.5% | ||
| Q3 25 | 26.1% | 49.2% | ||
| Q2 25 | 25.0% | 49.4% | ||
| Q1 25 | 25.4% | 48.2% | ||
| Q4 24 | 23.9% | 48.6% | ||
| Q3 24 | 23.2% | 49.1% | ||
| Q2 24 | 25.8% | 48.8% |
营业利润率AGCOSHW
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 11.4% | ||
| Q3 25 | 6.1% | 16.7% | ||
| Q2 25 | 6.2% | 15.6% | ||
| Q1 25 | 2.4% | 12.3% | ||
| Q4 24 | -9.3% | 11.6% | ||
| Q3 24 | 4.4% | 21.4% | ||
| Q2 24 | -7.4% | 22.5% |
净利率AGCOSHW
| Q1 26 | — | 9.4% | ||
| Q4 25 | 3.3% | 8.5% | ||
| Q3 25 | 12.3% | 13.1% | ||
| Q2 25 | 11.9% | 12.0% | ||
| Q1 25 | 0.5% | 9.5% | ||
| Q4 24 | -8.9% | 9.1% | ||
| Q3 24 | 1.2% | 13.1% | ||
| Q2 24 | -11.3% | 14.2% |
每股收益（稀释后）AGCOSHW
| Q1 26 | — | $2.15 | ||
| Q4 25 | $1.30 | $1.91 | ||
| Q3 25 | $4.09 | $3.35 | ||
| Q2 25 | $4.22 | $3.00 | ||
| Q1 25 | $0.14 | $2.00 | ||
| Q4 24 | $-3.42 | $1.90 | ||
| Q3 24 | $0.40 | $3.18 | ||
| Q2 24 | $-4.92 | $3.50 |
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 | $861.8M | $216.9K |
| 总债务越低越好 | $2.4B | $11.7M |
| 股东权益账面价值 | $4.3B | $4.4M |
| 总资产 | $11.9B | $26.4M |
| 负债/权益比越低杠杆越低 | 0.56× | 2.64× |
8季度趋势，按日历期对齐
现金及短期投资AGCOSHW
| Q1 26 | — | $216.9K | ||
| Q4 25 | $861.8M | $207.2M | ||
| Q3 25 | $884.1M | $241.5M | ||
| Q2 25 | $783.9M | $269.8M | ||
| Q1 25 | $562.6M | $199.8M | ||
| Q4 24 | $612.7M | $210.4M | ||
| Q3 24 | $622.6M | $238.2M | ||
| Q2 24 | $657.3M | $200.0M |
总债务AGCOSHW
| Q1 26 | — | $11.7M | ||
| Q4 25 | $2.4B | $9.7B | ||
| Q3 25 | $2.7B | $9.7B | ||
| Q2 25 | $2.8B | $9.0B | ||
| Q1 25 | $2.8B | $9.0B | ||
| Q4 24 | $2.6B | $9.2B | ||
| Q3 24 | $4.0B | $9.2B | ||
| Q2 24 | $3.9B | $9.0B |
股东权益AGCOSHW
| Q1 26 | — | $4.4M | ||
| Q4 25 | $4.3B | $4.6B | ||
| Q3 25 | $4.5B | $4.4B | ||
| Q2 25 | $4.2B | $4.4B | ||
| Q1 25 | $3.8B | $4.1B | ||
| Q4 24 | $3.7B | $4.1B | ||
| Q3 24 | $4.1B | $4.2B | ||
| Q2 24 | $4.1B | $3.8B |
总资产AGCOSHW
| Q1 26 | — | $26.4M | ||
| Q4 25 | $11.9B | $25.9B | ||
| Q3 25 | $12.5B | $26.2B | ||
| Q2 25 | $12.3B | $25.4B | ||
| Q1 25 | $11.5B | $24.6B | ||
| Q4 24 | $11.2B | $23.6B | ||
| Q3 24 | $13.5B | $24.0B | ||
| Q2 24 | $13.6B | $23.7B |
负债/权益比AGCOSHW
| Q1 26 | — | 2.64× | ||
| Q4 25 | 0.56× | 2.10× | ||
| Q3 25 | 0.61× | 2.18× | ||
| Q2 25 | 0.68× | 2.04× | ||
| Q1 25 | 0.74× | 2.17× | ||
| Q4 24 | 0.68× | 2.28× | ||
| Q3 24 | 0.95× | 2.22× | ||
| Q2 24 | 0.95× | 2.39× |
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 | $763.6M | — |
| 自由现金流经营现金流 - 资本支出 | $675.0M | — |
| 自由现金流率自由现金流/营收 | 23.1% | — |
| 资本支出强度资本支出/营收 | 3.0% | 2.4% |
| 现金转化率经营现金流/净利润 | 8.00× | — |
| 过去12个月自由现金流最近4个季度 | $740.2M | — |
8季度趋势，按日历期对齐
经营现金流AGCOSHW
| Q1 26 | — | — | ||
| Q4 25 | $763.6M | $1.1B | ||
| Q3 25 | $71.0M | $1.3B | ||
| Q2 25 | $365.7M | $1.1B | ||
| Q1 25 | $-212.2M | $-61.1M | ||
| Q4 24 | $797.9M | $934.5M | ||
| Q3 24 | $26.5M | $1.1B | ||
| Q2 24 | $235.5M | $1.2B |
自由现金流AGCOSHW
| Q1 26 | — | — | ||
| Q4 25 | $675.0M | $862.1M | ||
| Q3 25 | $2.1M | $1.1B | ||
| Q2 25 | $323.5M | $931.1M | ||
| Q1 25 | $-260.4M | $-250.4M | ||
| Q4 24 | $683.9M | $634.5M | ||
| Q3 24 | $-59.8M | $839.4M | ||
| Q2 24 | $137.5M | $952.0M |
自由现金流率AGCOSHW
| Q1 26 | — | — | ||
| Q4 25 | 23.1% | 15.4% | ||
| Q3 25 | 0.1% | 17.5% | ||
| Q2 25 | 12.3% | 14.7% | ||
| Q1 25 | -12.7% | -4.7% | ||
| Q4 24 | 23.7% | 12.0% | ||
| Q3 24 | -2.3% | 13.6% | ||
| Q2 24 | 4.2% | 15.2% |
资本支出强度AGCOSHW
| Q1 26 | — | 2.4% | ||
| Q4 25 | 3.0% | 4.1% | ||
| Q3 25 | 2.8% | 3.1% | ||
| Q2 25 | 1.6% | 2.9% | ||
| Q1 25 | 2.4% | 3.6% | ||
| Q4 24 | 3.9% | 5.7% | ||
| Q3 24 | 3.3% | 3.8% | ||
| Q2 24 | 3.0% | 4.0% |
现金转化率AGCOSHW
| Q1 26 | — | — | ||
| Q4 25 | 8.00× | 2.29× | ||
| Q3 25 | 0.23× | 1.57× | ||
| Q2 25 | 1.16× | 1.47× | ||
| Q1 25 | -20.21× | -0.12× | ||
| Q4 24 | — | 1.95× | ||
| Q3 24 | 0.88× | 1.33× | ||
| Q2 24 | — | 1.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
