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雅保（ALB）与SONOCO PRODUCTS CO（SON）财务数据对比。点击上方公司名可切换其他公司
SONOCO PRODUCTS CO的季度营收约是雅保的1.2倍（$1.7B vs $1.4B）。SONOCO PRODUCTS CO净利率更高（4.1% vs -29.0%，领先33.1%）。雅保同比增速更快（15.9% vs -1.9%）。雅保自由现金流更多（$233.1M vs $-428.3B）。过去两年雅保的营收复合增速更高（2.4% vs 1.6%）
雅保是全球知名的特种化学品企业，业务覆盖研发、生产与全球销售，下设锂、溴、催化剂三大板块。锂业务线供应碳酸锂、氢氧化锂、氯化锂等锂化合物及相关试剂，产品广泛应用于消费电子、电动汽车锂电池、高性能润滑脂、热塑性弹性体等领域。
索诺科产品公司是美国多元化包装服务商，主营消费包装、工业产品、防护包装及包装供应链服务，是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年，年净销售额约73亿美元，在33个国家设有超335个运营点，员工1.99万名，业务覆盖超85个国家，总部位于南卡罗来纳州哈茨维尔。
ALB vs SON — 直观对比
营收规模更大
SON
是对方的1.2倍
$1.4B
营收增速更快
ALB
高出17.9%
-1.9%
净利率更高
SON
高出33.1%
-29.0%
自由现金流更多
ALB
多$428.5B
$-428.3B
两年增速更快
ALB
近两年复合增速
1.6%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.7B |
| 净利润 | $-414.2M | $68.0M |
| 毛利率 | 13.9% | 20.6% |
| 营业利润率 | -15.2% | 7.6% |
| 净利率 | -29.0% | 4.1% |
| 营收同比 | 15.9% | -1.9% |
| 净利润同比 | -650.1% | 25.9% |
| 每股收益（稀释后） | $-3.88 | $0.68 |
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ALBSON
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.4B | $1.8B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $1.9B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.2B | $64.2M | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.6B |
净利润ALBSON
| Q1 26 | — | $68.0M | ||
| Q4 25 | $-414.2M | $332.2M | ||
| Q3 25 | $-160.7M | $122.9M | ||
| Q2 25 | $22.9M | $493.4M | ||
| Q1 25 | $41.3M | $54.4M | ||
| Q4 24 | $75.3M | $-43.0M | ||
| Q3 24 | $-1.1B | $50.9M | ||
| Q2 24 | $-188.2M | $90.8M |
毛利率ALBSON
| Q1 26 | — | 20.6% | ||
| Q4 25 | 13.9% | 19.6% | ||
| Q3 25 | 9.0% | 21.9% | ||
| Q2 25 | 14.8% | 21.3% | ||
| Q1 25 | 14.5% | 20.7% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | -7.7% | 21.4% | ||
| Q2 24 | -0.7% | 22.0% |
营业利润率ALBSON
| Q1 26 | — | 7.6% | ||
| Q4 25 | -15.2% | 29.4% | ||
| Q3 25 | -16.6% | 9.1% | ||
| Q2 25 | 3.6% | 9.2% | ||
| Q1 25 | 1.8% | 7.4% | ||
| Q4 24 | 0.4% | -84.8% | ||
| Q3 24 | -81.9% | 7.6% | ||
| Q2 24 | -34.4% | 8.6% |
净利率ALBSON
| Q1 26 | — | 4.1% | ||
| Q4 25 | -29.0% | 18.8% | ||
| Q3 25 | -12.3% | 5.8% | ||
| Q2 25 | 1.7% | 25.8% | ||
| Q1 25 | 3.8% | 3.2% | ||
| Q4 24 | 6.1% | -67.0% | ||
| Q3 24 | -78.9% | 3.0% | ||
| Q2 24 | -13.2% | 5.6% |
每股收益（稀释后）ALBSON
| Q1 26 | — | $0.68 | ||
| Q4 25 | $-3.88 | $3.33 | ||
| Q3 25 | $-1.72 | $1.23 | ||
| Q2 25 | $-0.16 | $4.96 | ||
| Q1 25 | $0.00 | $0.55 | ||
| Q4 24 | $0.29 | $-0.44 | ||
| Q3 24 | $-9.45 | $0.51 | ||
| Q2 24 | $-1.96 | $0.92 |
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 | — | $224.5M |
| 总债务越低越好 | $3.2B | $3.5B |
| 股东权益账面价值 | $9.5B | $3.6B |
| 总资产 | $16.4B | $11.1B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.97× |
8季度趋势，按日历期对齐
现金及短期投资ALBSON
| Q1 26 | — | $224.5M | ||
| Q4 25 | — | $378.4M | ||
| Q3 25 | $1.9B | $244.9M | ||
| Q2 25 | $1.8B | $329.8M | ||
| Q1 25 | $1.5B | $181.8M | ||
| Q4 24 | $1.2B | $431.0M | ||
| Q3 24 | $1.7B | $1.9B | ||
| Q2 24 | $1.8B | $140.2M |
总债务ALBSON
| Q1 26 | — | $3.5B | ||
| Q4 25 | $3.2B | $3.8B | ||
| Q3 25 | $3.6B | $3.8B | ||
| Q2 25 | $3.6B | $5.0B | ||
| Q1 25 | $3.5B | $5.0B | ||
| Q4 24 | $3.5B | $5.0B | ||
| Q3 24 | $3.6B | $4.3B | ||
| Q2 24 | $3.5B | $2.5B |
股东权益ALBSON
| Q1 26 | — | $3.6B | ||
| Q4 25 | $9.5B | $3.6B | ||
| Q3 25 | $10.0B | $3.3B | ||
| Q2 25 | $10.2B | $3.2B | ||
| Q1 25 | $10.0B | $2.4B | ||
| Q4 24 | $10.0B | $2.3B | ||
| Q3 24 | $10.2B | $2.5B | ||
| Q2 24 | $11.2B | $2.4B |
总资产ALBSON
| Q1 26 | — | $11.1B | ||
| Q4 25 | $16.4B | $11.2B | ||
| Q3 25 | $17.1B | $11.7B | ||
| Q2 25 | $17.3B | $12.0B | ||
| Q1 25 | $17.0B | $12.7B | ||
| Q4 24 | $16.6B | $12.5B | ||
| Q3 24 | $17.5B | $9.0B | ||
| Q2 24 | $18.4B | $7.2B |
负债/权益比ALBSON
| Q1 26 | — | 0.97× | ||
| Q4 25 | 0.33× | 1.05× | ||
| Q3 25 | 0.36× | 1.15× | ||
| Q2 25 | 0.35× | 1.54× | ||
| Q1 25 | 0.35× | 2.03× | ||
| Q4 24 | 0.35× | 2.19× | ||
| Q3 24 | 0.35× | 1.74× | ||
| Q2 24 | 0.31× | 1.04× |
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 | $388.5M | — |
| 自由现金流经营现金流 - 资本支出 | $233.1M | $-428.3B |
| 自由现金流率自由现金流/营收 | 16.3% | -25547.4% |
| 资本支出强度资本支出/营收 | 10.9% | 3600.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $692.5M | $-427.6B |
8季度趋势，按日历期对齐
经营现金流ALBSON
| Q1 26 | — | — | ||
| Q4 25 | $388.5M | $412.9M | ||
| Q3 25 | $355.6M | $291.5M | ||
| Q2 25 | $-7.2M | $193.4M | ||
| Q1 25 | $545.4M | $-208.1M | ||
| Q4 24 | $674.0K | $396.2M | ||
| Q3 24 | $240.5M | $162.1M | ||
| Q2 24 | $362.9M | $109.3M |
自由现金流ALBSON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | $233.1M | $322.3M | ||
| Q3 25 | $223.4M | $225.6M | ||
| Q2 25 | $-126.8M | $98.6M | ||
| Q1 25 | $362.8M | $-300.8M | ||
| Q4 24 | $-355.1M | $274.3M | ||
| Q3 24 | $-62.6M | $70.5M | ||
| Q2 24 | $-84.7M | $16.0M |
自由现金流率ALBSON
| Q1 26 | — | -25547.4% | ||
| Q4 25 | 16.3% | 18.2% | ||
| Q3 25 | 17.1% | 10.6% | ||
| Q2 25 | -9.5% | 5.2% | ||
| Q1 25 | 33.7% | -17.6% | ||
| Q4 24 | -28.8% | 427.6% | ||
| Q3 24 | -4.6% | 4.2% | ||
| Q2 24 | -5.9% | 1.0% |
资本支出强度ALBSON
| Q1 26 | — | 3600.5% | ||
| Q4 25 | 10.9% | 5.1% | ||
| Q3 25 | 10.1% | 3.1% | ||
| Q2 25 | 9.0% | 5.0% | ||
| Q1 25 | 17.0% | 5.4% | ||
| Q4 24 | 28.9% | 190.0% | ||
| Q3 24 | 22.4% | 5.5% | ||
| Q2 24 | 31.3% | 5.7% |
现金转化率ALBSON
| Q1 26 | — | — | ||
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 2.37× | ||
| Q2 25 | -0.31× | 0.39× | ||
| Q1 25 | 13.19× | -3.82× | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | — | 3.18× | ||
| Q2 24 | — | 1.20× |
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
ALB
| Energy Storage | $759.1M | 53% |
| Specialties | $348.9M | 24% |
| Ketjen | $320.1M | 22% |
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |
