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阿拉斯加航空集团（ALK）与史密斯菲尔德食品（SFD）财务数据对比。点击上方公司名可切换其他公司
史密斯菲尔德食品的季度营收约是阿拉斯加航空集团的1.2倍（$3.8B vs $3.3B），史密斯菲尔德食品净利率更高（6.6% vs -5.8%，领先12.4%），阿拉斯加航空集团同比增速更快（5.2% vs 0.8%），过去两年阿拉斯加航空集团的营收复合增速更高（6.7% vs 5.5%）
阿拉斯加航空集团是总部位于美国华盛顿州西塔科的航空控股企业，旗下拥有阿拉斯加航空、夏威夷航空两家干线航司，以及区域航司地平线航空，阿拉斯加航空还全资控股飞机地面服务提供商麦吉航空服务。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
ALK vs SFD — 直观对比
营收规模更大
SFD
是对方的1.2倍
$3.3B
营收增速更快
ALK
高出4.4%
0.8%
净利率更高
SFD
高出12.4%
-5.8%
两年增速更快
ALK
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $3.8B |
| 净利润 | $-193.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | — | 8.8% |
| 净利率 | -5.8% | 6.6% |
| 营收同比 | 5.2% | 0.8% |
| 净利润同比 | -16.3% | 9.7% |
| 每股收益（稀释后） | $-1.69 | — |
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ALKSFD
| Q1 26 | $3.3B | $3.8B | ||
| Q4 25 | $3.6B | $4.2B | ||
| Q3 25 | $3.8B | $3.7B | ||
| Q2 25 | $3.7B | $3.8B | ||
| Q1 25 | $3.1B | $3.8B | ||
| Q4 24 | $3.5B | $4.0B | ||
| Q3 24 | $3.1B | $3.3B | ||
| Q2 24 | $2.9B | $3.4B |
净利润ALKSFD
| Q1 26 | $-193.0M | $249.0M | ||
| Q4 25 | $21.0M | $327.0M | ||
| Q3 25 | $73.0M | $248.0M | ||
| Q2 25 | $172.0M | $188.0M | ||
| Q1 25 | $-166.0M | $224.0M | ||
| Q4 24 | $71.0M | $205.0M | ||
| Q3 24 | $236.0M | $291.0M | ||
| Q2 24 | $220.0M | $301.0M |
毛利率ALKSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 15.4% |
营业利润率ALKSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 2.1% | 9.5% | ||
| Q3 25 | 3.9% | 8.3% | ||
| Q2 25 | 7.5% | 6.9% | ||
| Q1 25 | -6.3% | 8.5% | ||
| Q4 24 | 2.1% | 8.5% | ||
| Q3 24 | 11.1% | 8.5% | ||
| Q2 24 | 11.1% | 9.8% |
净利率ALKSFD
| Q1 26 | -5.8% | 6.6% | ||
| Q4 25 | 0.6% | 7.7% | ||
| Q3 25 | 1.9% | 6.6% | ||
| Q2 25 | 4.6% | 5.0% | ||
| Q1 25 | -5.3% | 5.9% | ||
| Q4 24 | 2.0% | 5.2% | ||
| Q3 24 | 7.7% | 8.7% | ||
| Q2 24 | 7.6% | 8.8% |
每股收益（稀释后）ALKSFD
| Q1 26 | $-1.69 | — | ||
| Q4 25 | $0.14 | $0.83 | ||
| Q3 25 | $0.62 | $0.63 | ||
| Q2 25 | $1.42 | $0.48 | ||
| Q1 25 | $-1.35 | $0.57 | ||
| Q4 24 | $0.58 | $0.54 | ||
| Q3 24 | $1.84 | $0.77 | ||
| Q2 24 | $1.71 | $0.79 |
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 | $451.0M | $1.4B |
| 总债务越低越好 | $5.3B | — |
| 股东权益账面价值 | $3.7B | $6.9B |
| 总资产 | $20.3B | $12.0B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资ALKSFD
| Q1 26 | $451.0M | $1.4B | ||
| Q4 25 | $627.0M | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
总债务ALKSFD
| Q1 26 | $5.3B | — | ||
| Q4 25 | $4.8B | $2.0B | ||
| Q3 25 | $5.0B | $2.0B | ||
| Q2 25 | $4.9B | $2.0B | ||
| Q1 25 | $4.8B | $2.0B | ||
| Q4 24 | $4.5B | $2.0B | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $2.7B | — |
股东权益ALKSFD
| Q1 26 | $3.7B | $6.9B | ||
| Q4 25 | $4.1B | $6.8B | ||
| Q3 25 | $4.0B | $6.5B | ||
| Q2 25 | $3.9B | $6.3B | ||
| Q1 25 | $4.1B | $6.2B | ||
| Q4 24 | $4.4B | $5.8B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $4.2B | — |
总资产ALKSFD
| Q1 26 | $20.3B | $12.0B | ||
| Q4 25 | $20.4B | $12.2B | ||
| Q3 25 | $20.0B | $11.5B | ||
| Q2 25 | $19.9B | $11.2B | ||
| Q1 25 | $19.8B | $11.1B | ||
| Q4 24 | $19.8B | $11.1B | ||
| Q3 24 | $19.6B | — | ||
| Q2 24 | $15.3B | — |
负债/权益比ALKSFD
| Q1 26 | 1.43× | — | ||
| Q4 25 | 1.17× | 0.29× | ||
| Q3 25 | 1.24× | 0.31× | ||
| Q2 25 | 1.26× | 0.32× | ||
| Q1 25 | 1.16× | 0.32× | ||
| Q4 24 | 1.04× | 0.34× | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.63× | — |
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 | $229.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 10.2% | 2.3% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ALKSFD
| Q1 26 | $229.0M | — | ||
| Q4 25 | $185.0M | $938.0M | ||
| Q3 25 | $229.0M | $13.0M | ||
| Q2 25 | $376.0M | $274.0M | ||
| Q1 25 | $459.0M | $-166.0M | ||
| Q4 24 | $274.0M | — | ||
| Q3 24 | $318.0M | — | ||
| Q2 24 | $580.0M | — |
自由现金流ALKSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $842.0M | ||
| Q3 25 | — | $-75.0M | ||
| Q2 25 | — | $196.0M | ||
| Q1 25 | — | $-245.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率ALKSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | -2.0% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -6.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度ALKSFD
| Q1 26 | 10.2% | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 2.3% |
现金转化率ALKSFD
| Q1 26 | — | — | ||
| Q4 25 | 8.81× | 2.87× | ||
| Q3 25 | 3.14× | 0.05× | ||
| Q2 25 | 2.19× | 1.46× | ||
| Q1 25 | — | -0.74× | ||
| Q4 24 | 3.86× | — | ||
| Q3 24 | 1.35× | — | ||
| Q2 24 | 2.64× | — |
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
ALK
| Passenger revenue | $2.9B | 88% |
| Loyalty program other revenue | $227.0M | 7% |
| Cargo and other revenue | $153.0M | 5% |
SFD
暂无分部数据
