vs
爱科（AGCO）与标普全球（SPGI）财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是爱科的1.4倍（$4.2B vs $2.9B），标普全球净利率更高（36.1% vs 3.3%，领先32.8%），标普全球同比增速更快（10.0% vs 1.1%），标普全球自由现金流更多（$919.0M vs $675.0M），过去两年标普全球的营收复合增速更高（8.4% vs -0.1%）
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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息、数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球市场财智、标普全球能源、标普全球移动、印度信用评级机构CRISIL等业务板块，同时控股合资企业标普道琼斯指数。
AGCO vs SPGI — 直观对比
营收规模更大
SPGI
是对方的1.4倍
$2.9B
营收增速更快
SPGI
高出8.9%
1.1%
净利率更高
SPGI
高出32.8%
3.3%
自由现金流更多
SPGI
多$244.0M
$675.0M
两年增速更快
SPGI
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $4.2B |
| 净利润 | $95.5M | $1.5B |
| 毛利率 | 25.4% | — |
| 营业利润率 | 7.9% | 48.0% |
| 净利率 | 3.3% | 36.1% |
| 营收同比 | 1.1% | 10.0% |
| 净利润同比 | 137.3% | 28.0% |
| 每股收益（稀释后） | $1.30 | $4.69 |
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AGCOSPGI
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | $2.5B | $3.9B | ||
| Q2 25 | $2.6B | $3.8B | ||
| Q1 25 | $2.1B | $3.8B | ||
| Q4 24 | $2.9B | $3.6B | ||
| Q3 24 | $2.6B | $3.6B | ||
| Q2 24 | $3.2B | $3.5B |
净利润AGCOSPGI
| Q1 26 | — | $1.5B | ||
| Q4 25 | $95.5M | $1.1B | ||
| Q3 25 | $305.7M | $1.2B | ||
| Q2 25 | $314.8M | $1.1B | ||
| Q1 25 | $10.5M | $1.1B | ||
| Q4 24 | $-255.7M | $879.0M | ||
| Q3 24 | $30.0M | $971.0M | ||
| Q2 24 | $-367.1M | $1.0B |
毛利率AGCOSPGI
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | 70.1% | ||
| Q3 25 | 26.1% | 71.2% | ||
| Q2 25 | 25.0% | 70.2% | ||
| Q1 25 | 25.4% | 69.5% | ||
| Q4 24 | 23.9% | 69.8% | ||
| Q3 24 | 23.2% | 70.0% | ||
| Q2 24 | 25.8% | 69.4% |
营业利润率AGCOSPGI
| Q1 26 | — | 48.0% | ||
| Q4 25 | 7.9% | 42.7% | ||
| Q3 25 | 6.1% | 43.1% | ||
| Q2 25 | 6.2% | 41.3% | ||
| Q1 25 | 2.4% | 41.8% | ||
| Q4 24 | -9.3% | 36.4% | ||
| Q3 24 | 4.4% | 40.1% | ||
| Q2 24 | -7.4% | 40.9% |
净利率AGCOSPGI
| Q1 26 | — | 36.1% | ||
| Q4 25 | 3.3% | 28.9% | ||
| Q3 25 | 12.3% | 30.2% | ||
| Q2 25 | 11.9% | 28.5% | ||
| Q1 25 | 0.5% | 28.9% | ||
| Q4 24 | -8.9% | 24.5% | ||
| Q3 24 | 1.2% | 27.2% | ||
| Q2 24 | -11.3% | 28.5% |
每股收益（稀释后）AGCOSPGI
| Q1 26 | — | $4.69 | ||
| Q4 25 | $1.30 | $3.76 | ||
| Q3 25 | $4.09 | $3.86 | ||
| Q2 25 | $4.22 | $3.50 | ||
| Q1 25 | $0.14 | $3.54 | ||
| Q4 24 | $-3.42 | $2.85 | ||
| Q3 24 | $0.40 | $3.11 | ||
| Q2 24 | $-4.92 | $3.23 |
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 | — |
| 总债务越低越好 | $2.4B | $13.3B |
| 股东权益账面价值 | $4.3B | $31.3B |
| 总资产 | $11.9B | $60.8B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资AGCOSPGI
| Q1 26 | — | — | ||
| Q4 25 | $861.8M | $1.8B | ||
| Q3 25 | $884.1M | $1.7B | ||
| Q2 25 | $783.9M | $1.8B | ||
| Q1 25 | $562.6M | $1.5B | ||
| Q4 24 | $612.7M | $1.7B | ||
| Q3 24 | $622.6M | $1.7B | ||
| Q2 24 | $657.3M | $2.0B |
总债务AGCOSPGI
| Q1 26 | — | $13.3B | ||
| Q4 25 | $2.4B | $13.1B | ||
| Q3 25 | $2.7B | $11.4B | ||
| Q2 25 | $2.8B | $11.4B | ||
| Q1 25 | $2.8B | $11.4B | ||
| Q4 24 | $2.6B | $11.4B | ||
| Q3 24 | $4.0B | $11.4B | ||
| Q2 24 | $3.9B | $11.4B |
股东权益AGCOSPGI
| Q1 26 | — | $31.3B | ||
| Q4 25 | $4.3B | $31.1B | ||
| Q3 25 | $4.5B | $33.1B | ||
| Q2 25 | $4.2B | $33.4B | ||
| Q1 25 | $3.8B | $33.4B | ||
| Q4 24 | $3.7B | $33.2B | ||
| Q3 24 | $4.1B | $34.0B | ||
| Q2 24 | $4.1B | $34.9B |
总资产AGCOSPGI
| Q1 26 | — | $60.8B | ||
| Q4 25 | $11.9B | $61.2B | ||
| Q3 25 | $12.5B | $59.7B | ||
| Q2 25 | $12.3B | $60.4B | ||
| Q1 25 | $11.5B | $59.9B | ||
| Q4 24 | $11.2B | $60.2B | ||
| Q3 24 | $13.5B | $60.4B | ||
| Q2 24 | $13.6B | $61.0B |
负债/权益比AGCOSPGI
| Q1 26 | — | 0.43× | ||
| Q4 25 | 0.56× | 0.42× | ||
| Q3 25 | 0.61× | 0.34× | ||
| Q2 25 | 0.68× | 0.34× | ||
| Q1 25 | 0.74× | 0.34× | ||
| Q4 24 | 0.68× | 0.34× | ||
| Q3 24 | 0.95× | 0.34× | ||
| Q2 24 | 0.95× | 0.33× |
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 | $919.0M |
| 自由现金流率自由现金流/营收 | 23.1% | 22.0% |
| 资本支出强度资本支出/营收 | 3.0% | 0.6% |
| 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 | $5.5B |
8季度趋势，按日历期对齐
经营现金流AGCOSPGI
| Q1 26 | — | — | ||
| Q4 25 | $763.6M | $1.7B | ||
| Q3 25 | $71.0M | $1.5B | ||
| Q2 25 | $365.7M | $1.4B | ||
| Q1 25 | $-212.2M | $953.0M | ||
| Q4 24 | $797.9M | $1.7B | ||
| Q3 24 | $26.5M | $1.4B | ||
| Q2 24 | $235.5M | $1.6B |
自由现金流AGCOSPGI
| Q1 26 | — | $919.0M | ||
| Q4 25 | $675.0M | $1.7B | ||
| Q3 25 | $2.1M | $1.5B | ||
| Q2 25 | $323.5M | $1.4B | ||
| Q1 25 | $-260.4M | $910.0M | ||
| Q4 24 | $683.9M | $1.7B | ||
| Q3 24 | $-59.8M | $1.4B | ||
| Q2 24 | $137.5M | $1.5B |
自由现金流率AGCOSPGI
| Q1 26 | — | 22.0% | ||
| Q4 25 | 23.1% | 43.5% | ||
| Q3 25 | 0.1% | 37.6% | ||
| Q2 25 | 12.3% | 36.9% | ||
| Q1 25 | -12.7% | 24.1% | ||
| Q4 24 | 23.7% | 47.5% | ||
| Q3 24 | -2.3% | 39.4% | ||
| Q2 24 | 4.2% | 42.9% |
资本支出强度AGCOSPGI
| Q1 26 | — | 0.6% | ||
| Q4 25 | 3.0% | 1.2% | ||
| Q3 25 | 2.8% | 1.2% | ||
| Q2 25 | 1.6% | 1.6% | ||
| Q1 25 | 2.4% | 1.1% | ||
| Q4 24 | 3.9% | 0.9% | ||
| Q3 24 | 3.3% | 1.0% | ||
| Q2 24 | 3.0% | 0.9% |
现金转化率AGCOSPGI
| Q1 26 | — | — | ||
| Q4 25 | 8.00× | 1.54× | ||
| Q3 25 | 0.23× | 1.28× | ||
| Q2 25 | 1.16× | 1.35× | ||
| Q1 25 | -20.21× | 0.87× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | 0.88× | 1.49× | ||
| Q2 24 | — | 1.54× |
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
AGCO
暂无分部数据
SPGI
| Ratings | $1.3B | 31% |
| Market Intelligence | $1.3B | 31% |
| Energy | $652.0M | 16% |
| Indices | $519.0M | 12% |
| Mobility | $454.0M | 11% |
