vs
agilon health, inc.（AGL）与SEABOARD CORP（SEB）财务数据对比。点击上方公司名可切换其他公司
SEABOARD CORP的季度营收约是agilon health, inc.的1.5倍（$2.4B vs $1.6B），SEABOARD CORP净利率更高（10.6% vs -12.0%，领先22.6%），agilon health, inc.同比增速更快（3.1% vs -2.9%），SEABOARD CORP自由现金流更多（$53.0M vs $-23.5M），过去两年SEABOARD CORP的营收复合增速更高（4.9% vs -1.1%）
agilon health是一家美国医疗保健企业，主要与基层医疗服务提供者合作，为联邦医疗保险覆盖的老年群体提供价值导向型医疗解决方案，为医生提供行政支持、临床工具及风险管理框架，在提升诊疗效果的同时降低医疗成本，业务覆盖美国20余个州。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
AGL vs SEB — 直观对比
营收规模更大
SEB
是对方的1.5倍
$1.6B
营收增速更快
AGL
高出6.0%
-2.9%
净利率更高
SEB
高出22.6%
-12.0%
自由现金流更多
SEB
多$76.5M
$-23.5M
两年增速更快
SEB
近两年复合增速
-1.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.4B |
| 净利润 | $-188.9M | $255.0M |
| 毛利率 | — | 7.9% |
| 营业利润率 | -12.3% | 2.7% |
| 净利率 | -12.0% | 10.6% |
| 营收同比 | 3.1% | -2.9% |
| 净利润同比 | -78.5% | 63.5% |
| 每股收益（稀释后） | — | $262.58 |
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AGLSEB
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.4B | $2.5B | ||
| Q2 25 | $1.4B | $2.5B | ||
| Q1 25 | $1.5B | $2.3B | ||
| Q4 24 | $1.5B | $2.5B | ||
| Q3 24 | $1.5B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B | ||
| Q1 24 | $1.6B | $2.2B |
净利润AGLSEB
| Q4 25 | $-188.9M | $255.0M | ||
| Q3 25 | $-110.2M | $110.0M | ||
| Q2 25 | $-104.4M | $104.0M | ||
| Q1 25 | $12.1M | $32.0M | ||
| Q4 24 | $-105.8M | $156.0M | ||
| Q3 24 | $-117.6M | $-149.0M | ||
| Q2 24 | $-30.7M | $61.0M | ||
| Q1 24 | $-6.1M | $22.0M |
毛利率AGLSEB
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 4.0% |
营业利润率AGLSEB
| Q4 25 | -12.3% | 2.7% | ||
| Q3 25 | -9.1% | 3.3% | ||
| Q2 25 | -8.3% | 2.1% | ||
| Q1 25 | -1.4% | 1.6% | ||
| Q4 24 | -7.1% | 4.6% | ||
| Q3 24 | -9.2% | 1.4% | ||
| Q2 24 | -2.9% | 1.4% | ||
| Q1 24 | -0.4% | -0.9% |
净利率AGLSEB
| Q4 25 | -12.0% | 10.6% | ||
| Q3 25 | -7.7% | 4.3% | ||
| Q2 25 | -7.5% | 4.2% | ||
| Q1 25 | 0.8% | 1.4% | ||
| Q4 24 | -6.9% | 6.3% | ||
| Q3 24 | -8.1% | -6.7% | ||
| Q2 24 | -2.1% | 2.8% | ||
| Q1 24 | -0.4% | 1.0% |
每股收益（稀释后）AGLSEB
| Q4 25 | — | $262.58 | ||
| Q3 25 | — | $113.71 | ||
| Q2 25 | — | $105.22 | ||
| Q1 25 | — | $32.95 | ||
| Q4 24 | — | $158.58 | ||
| Q3 24 | — | $-153.44 | ||
| Q2 24 | — | $62.82 | ||
| Q1 24 | — | $22.66 |
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 | $173.7M | $1.2B |
| 总债务越低越好 | $35.0M | — |
| 股东权益账面价值 | $126.7M | $5.2B |
| 总资产 | $1.3B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势，按日历期对齐
现金及短期投资AGLSEB
| Q4 25 | $173.7M | $1.2B | ||
| Q3 25 | $171.7M | $1.2B | ||
| Q2 25 | $171.4M | $1.1B | ||
| Q1 25 | $136.9M | $1.1B | ||
| Q4 24 | $188.2M | $1.2B | ||
| Q3 24 | $148.2M | $1.2B | ||
| Q2 24 | $109.5M | $1.2B | ||
| Q1 24 | $111.7M | $1.2B |
总债务AGLSEB
| Q4 25 | $35.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AGLSEB
| Q4 25 | $126.7M | $5.2B | ||
| Q3 25 | $306.1M | $5.0B | ||
| Q2 25 | $408.9M | $4.8B | ||
| Q1 25 | $500.3M | $4.7B | ||
| Q4 24 | $471.0M | $4.7B | ||
| Q3 24 | $574.9M | $4.5B | ||
| Q2 24 | $676.6M | $4.7B | ||
| Q1 24 | $689.3M | $4.6B |
总资产AGLSEB
| Q4 25 | $1.3B | $8.2B | ||
| Q3 25 | $1.6B | $8.0B | ||
| Q2 25 | $1.7B | $7.9B | ||
| Q1 25 | $1.9B | $7.6B | ||
| Q4 24 | $1.7B | $7.7B | ||
| Q3 24 | $2.1B | $7.5B | ||
| Q2 24 | $2.2B | $7.7B | ||
| Q1 24 | $2.3B | $7.6B |
负债/权益比AGLSEB
| Q4 25 | 0.28× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-20.5M | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $-23.5M | $53.0M |
| 自由现金流率自由现金流/营收 | -1.5% | 2.2% |
| 资本支出强度资本支出/营收 | 0.2% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 0.74× |
| 过去12个月自由现金流最近4个季度 | $-119.0M | $6.0M |
8季度趋势，按日历期对齐
经营现金流AGLSEB
| Q4 25 | $-20.5M | $188.0M | ||
| Q3 25 | $-18.2M | $319.0M | ||
| Q2 25 | $-35.1M | $81.0M | ||
| Q1 25 | $-32.0M | $-20.0M | ||
| Q4 24 | $16.4M | $300.0M | ||
| Q3 24 | $-7.7M | $194.0M | ||
| Q2 24 | $-18.7M | $6.0M | ||
| Q1 24 | $-47.8M | $19.0M |
自由现金流AGLSEB
| Q4 25 | $-23.5M | $53.0M | ||
| Q3 25 | $-21.3M | $152.0M | ||
| Q2 25 | $-38.3M | $-70.0M | ||
| Q1 25 | $-35.8M | $-129.0M | ||
| Q4 24 | $13.2M | $162.0M | ||
| Q3 24 | $-11.2M | $58.0M | ||
| Q2 24 | $-22.0M | $-127.0M | ||
| Q1 24 | $-50.9M | $-85.0M |
自由现金流率AGLSEB
| Q4 25 | -1.5% | 2.2% | ||
| Q3 25 | -1.5% | 6.0% | ||
| Q2 25 | -2.7% | -2.8% | ||
| Q1 25 | -2.3% | -5.6% | ||
| Q4 24 | 0.9% | 6.5% | ||
| Q3 24 | -0.8% | 2.6% | ||
| Q2 24 | -1.5% | -5.7% | ||
| Q1 24 | -3.2% | -3.9% |
资本支出强度AGLSEB
| Q4 25 | 0.2% | 5.6% | ||
| Q3 25 | 0.2% | 6.6% | ||
| Q2 25 | 0.2% | 6.1% | ||
| Q1 25 | 0.3% | 4.7% | ||
| Q4 24 | 0.2% | 5.6% | ||
| Q3 24 | 0.2% | 6.1% | ||
| Q2 24 | 0.2% | 6.0% | ||
| Q1 24 | 0.2% | 4.7% |
现金转化率AGLSEB
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 2.90× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | -2.64× | -0.63× | ||
| Q4 24 | — | 1.92× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | — | 0.86× |
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
AGL
| Medical Services | $1.6B | 100% |
| Other Operating | $2.5M | 0% |
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
