vs
Adecoagro S.A.（AGRO）与SOLAREDGE TECHNOLOGIES, INC.（SEDG）财务数据对比。点击上方公司名可切换其他公司
SOLAREDGE TECHNOLOGIES, INC.的季度营收约是Adecoagro S.A.的1.1倍（$335.4M vs $304.2M），Adecoagro S.A.净利率更高（2.1% vs -39.4%，领先41.5%），SOLAREDGE TECHNOLOGIES, INC.同比增速更快（70.9% vs -35.5%）
阿斯特拉农业 lestari Tbk（AAL）是印尼第二大棕榈油企业，隶属于印尼头部企业集团PT阿斯特拉国际。截至2004年，该公司已掌控大量土地储备，在廖内省拥有两处泥炭地 concessions，总占地面积约达2万公顷。
SolarEdge Technologies是一家以色列新能源科技企业，核心研发并推出了直流优化逆变器系统，该方案可提升光伏发电的能效表现，助力光伏系统实现更稳定、高效的电力转换，在全球分布式光伏领域拥有广泛的应用场景和市场认可度。
AGRO vs SEDG — 直观对比
营收规模更大
SEDG
是对方的1.1倍
$304.2M
营收增速更快
SEDG
高出106.4%
-35.5%
净利率更高
AGRO
高出41.5%
-39.4%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $304.2M | $335.4M |
| 净利润 | $6.4M | $-132.1M |
| 毛利率 | 35.1% | 22.2% |
| 营业利润率 | 18.7% | -14.4% |
| 净利率 | 2.1% | -39.4% |
| 营收同比 | -35.5% | 70.9% |
| 净利润同比 | -65.7% | 54.0% |
| 每股收益（稀释后） | $0.07 | $-2.21 |
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AGROSEDG
| Q4 25 | — | $335.4M | ||
| Q3 25 | $304.2M | $340.2M | ||
| Q2 25 | — | $289.4M | ||
| Q1 25 | — | $219.5M | ||
| Q4 24 | — | $196.2M | ||
| Q3 24 | $471.5M | $235.4M | ||
| Q2 24 | — | $265.4M | ||
| Q1 24 | — | $204.4M |
净利润AGROSEDG
| Q4 25 | — | $-132.1M | ||
| Q3 25 | $6.4M | $-50.1M | ||
| Q2 25 | — | $-124.7M | ||
| Q1 25 | — | $-98.5M | ||
| Q4 24 | — | $-287.4M | ||
| Q3 24 | $18.7M | $-1.2B | ||
| Q2 24 | — | $-130.8M | ||
| Q1 24 | — | $-157.3M |
毛利率AGROSEDG
| Q4 25 | — | 22.2% | ||
| Q3 25 | 35.1% | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | 25.1% | -309.1% | ||
| Q2 24 | — | -4.1% | ||
| Q1 24 | — | -12.8% |
营业利润率AGROSEDG
| Q4 25 | — | -14.4% | ||
| Q3 25 | 18.7% | -10.3% | ||
| Q2 25 | — | -39.9% | ||
| Q1 25 | — | -46.8% | ||
| Q4 24 | — | -134.4% | ||
| Q3 24 | 6.3% | -471.8% | ||
| Q2 24 | — | -60.4% | ||
| Q1 24 | — | -85.0% |
净利率AGROSEDG
| Q4 25 | — | -39.4% | ||
| Q3 25 | 2.1% | -14.7% | ||
| Q2 25 | — | -43.1% | ||
| Q1 25 | — | -44.9% | ||
| Q4 24 | — | -146.5% | ||
| Q3 24 | 4.0% | -522.8% | ||
| Q2 24 | — | -49.3% | ||
| Q1 24 | — | -77.0% |
每股收益（稀释后）AGROSEDG
| Q4 25 | — | $-2.21 | ||
| Q3 25 | $0.07 | $-0.84 | ||
| Q2 25 | — | $-2.13 | ||
| Q1 25 | — | $-1.70 | ||
| Q4 24 | — | $-5.00 | ||
| Q3 24 | $0.19 | $-21.58 | ||
| Q2 24 | — | $-2.31 | ||
| Q1 24 | — | $-2.75 |
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 | $340.0M | $493.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $427.5M |
| 总资产 | $3.6B | $2.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AGROSEDG
| Q4 25 | — | $493.2M | ||
| Q3 25 | $340.0M | $498.6M | ||
| Q2 25 | — | $758.0M | ||
| Q1 25 | — | $651.6M | ||
| Q4 24 | — | $585.9M | ||
| Q3 24 | $198.3M | $678.8M | ||
| Q2 24 | — | $689.8M | ||
| Q1 24 | — | $680.6M |
股东权益AGROSEDG
| Q4 25 | — | $427.5M | ||
| Q3 25 | $1.4B | $479.8M | ||
| Q2 25 | — | $513.2M | ||
| Q1 25 | — | $594.2M | ||
| Q4 24 | — | $658.3M | ||
| Q3 24 | $1.4B | $930.9M | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
总资产AGROSEDG
| Q4 25 | — | $2.2B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $3.9B | ||
| Q1 24 | — | $4.2B |
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 | $138.7M | $52.6M |
| 自由现金流经营现金流 - 资本支出 | — | $43.3M |
| 自由现金流率自由现金流/营收 | — | 12.9% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | 21.58× | — |
| 过去12个月自由现金流最近4个季度 | — | $80.8M |
8季度趋势，按日历期对齐
经营现金流AGROSEDG
| Q4 25 | — | $52.6M | ||
| Q3 25 | $138.7M | $25.6M | ||
| Q2 25 | — | $-7.8M | ||
| Q1 25 | — | $33.8M | ||
| Q4 24 | — | $37.8M | ||
| Q3 24 | $164.9M | $-89.3M | ||
| Q2 24 | — | $-44.8M | ||
| Q1 24 | — | $-217.0M |
自由现金流AGROSEDG
| Q4 25 | — | $43.3M | ||
| Q3 25 | — | $22.8M | ||
| Q2 25 | — | $-9.1M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $25.5M | ||
| Q3 24 | — | $-136.7M | ||
| Q2 24 | — | $-67.0M | ||
| Q1 24 | — | $-243.4M |
自由现金流率AGROSEDG
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 13.0% | ||
| Q3 24 | — | -58.1% | ||
| Q2 24 | — | -25.2% | ||
| Q1 24 | — | -119.1% |
资本支出强度AGROSEDG
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 12.9% |
现金转化率AGROSEDG
| Q4 25 | — | — | ||
| Q3 25 | 21.58× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.81× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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
AGRO
暂无分部数据
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
