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ARKO Corp.（ARKO）与邦吉（BG）财务数据对比。点击上方公司名可切换其他公司
邦吉的季度营收约是ARKO Corp.的2.7倍（$4.9B vs $1.8B）。邦吉净利率更高（1.9% vs 0.1%，领先1.8%）。邦吉同比增速更快（22.2% vs -9.9%）。邦吉自由现金流更多（$809.0M vs $14.9M）。过去两年邦吉的营收复合增速更高（11.3% vs -7.0%）
ARKO Corp.是美国知名的便利店与燃油零售运营商，业务覆盖美国多个州，面向消费者销售生鲜食品、饮品、日用必需品等商品，同时提供燃油零售及面向商业合作伙伴的批发配送服务。
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
ARKO vs BG — 直观对比
营收规模更大
BG
是对方的2.7倍
$1.8B
营收增速更快
BG
高出32.1%
-9.9%
净利率更高
BG
高出1.8%
0.1%
自由现金流更多
BG
多$794.1M
$14.9M
两年增速更快
BG
近两年复合增速
-7.0%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $4.9B |
| 净利润 | $1.9M | $95.0M |
| 毛利率 | — | 20.7% |
| 营业利润率 | 1.2% | 1.8% |
| 净利率 | 0.1% | 1.9% |
| 营收同比 | -9.9% | 22.2% |
| 净利润同比 | 180.9% | -84.2% |
| 每股收益（稀释后） | $0.01 | $-0.02 |
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ARKOBG
| Q4 25 | $1.8B | $4.9B | ||
| Q3 25 | $2.0B | $4.4B | ||
| Q2 25 | $2.0B | $4.0B | ||
| Q1 25 | $1.8B | $3.7B | ||
| Q4 24 | $2.0B | $4.0B | ||
| Q3 24 | $2.3B | $3.9B | ||
| Q2 24 | $2.4B | $3.7B | ||
| Q1 24 | $2.1B | $3.9B |
净利润ARKOBG
| Q4 25 | $1.9M | $95.0M | ||
| Q3 25 | $13.5M | $166.0M | ||
| Q2 25 | $20.1M | $354.0M | ||
| Q1 25 | $-12.7M | $201.0M | ||
| Q4 24 | $-2.3M | $602.0M | ||
| Q3 24 | $9.7M | $221.0M | ||
| Q2 24 | $14.1M | $70.0M | ||
| Q1 24 | $-594.0K | $244.0M |
毛利率ARKOBG
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 24.3% | ||
| Q2 25 | — | 18.4% | ||
| Q1 25 | — | 16.3% | ||
| Q4 24 | — | 27.0% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 17.8% | ||
| Q1 24 | — | 22.2% |
营业利润率ARKOBG
| Q4 25 | 1.2% | 1.8% | ||
| Q3 25 | 1.8% | 6.2% | ||
| Q2 25 | 2.8% | 12.3% | ||
| Q1 25 | -0.6% | 7.8% | ||
| Q4 24 | 0.7% | 18.3% | ||
| Q3 24 | 1.8% | 8.3% | ||
| Q2 24 | 1.8% | 2.8% | ||
| Q1 24 | -0.2% | 9.4% |
净利率ARKOBG
| Q4 25 | 0.1% | 1.9% | ||
| Q3 25 | 0.7% | 3.8% | ||
| Q2 25 | 1.0% | 8.8% | ||
| Q1 25 | -0.7% | 5.5% | ||
| Q4 24 | -0.1% | 15.0% | ||
| Q3 24 | 0.4% | 5.7% | ||
| Q2 24 | 0.6% | 1.9% | ||
| Q1 24 | -0.0% | 6.2% |
每股收益（稀释后）ARKOBG
| Q4 25 | $0.01 | $-0.02 | ||
| Q3 25 | $0.10 | $0.84 | ||
| Q2 25 | $0.16 | $2.61 | ||
| Q1 25 | $-0.12 | $1.48 | ||
| Q4 24 | $-0.03 | $4.27 | ||
| Q3 24 | $0.07 | $1.56 | ||
| Q2 24 | $0.11 | $0.48 | ||
| Q1 24 | $-0.02 | $1.68 |
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 | $311.5M | $2.0B |
| 总债务越低越好 | $912.1M | $10.2B |
| 股东权益账面价值 | $267.2M | $15.9B |
| 总资产 | $3.5B | $44.5B |
| 负债/权益比越低杠杆越低 | 3.41× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资ARKOBG
| Q4 25 | $311.5M | $2.0B | ||
| Q3 25 | $313.2M | $3.2B | ||
| Q2 25 | $299.7M | $7.1B | ||
| Q1 25 | $271.1M | $3.9B | ||
| Q4 24 | $267.1M | $3.8B | ||
| Q3 24 | $296.8M | $3.0B | ||
| Q2 24 | $236.5M | $1.3B | ||
| Q1 24 | $189.1M | $3.1B |
总债务ARKOBG
| Q4 25 | $912.1M | $10.2B | ||
| Q3 25 | $911.6M | $11.1B | ||
| Q2 25 | $916.4M | $7.7B | ||
| Q1 25 | $880.1M | $5.4B | ||
| Q4 24 | $881.0M | $5.4B | ||
| Q3 24 | $884.7M | $5.4B | ||
| Q2 24 | $889.9M | $4.1B | ||
| Q1 24 | $885.0M | $4.1B |
股东权益ARKOBG
| Q4 25 | $267.2M | $15.9B | ||
| Q3 25 | $273.1M | $15.8B | ||
| Q2 25 | $264.8M | $10.9B | ||
| Q1 25 | $255.2M | $10.6B | ||
| Q4 24 | $276.9M | $9.9B | ||
| Q3 24 | $280.0M | $10.1B | ||
| Q2 24 | $273.1M | $10.0B | ||
| Q1 24 | $261.2M | $10.6B |
总资产ARKOBG
| Q4 25 | $3.5B | $44.5B | ||
| Q3 25 | $3.6B | $46.3B | ||
| Q2 25 | $3.6B | $31.2B | ||
| Q1 25 | $3.6B | $26.7B | ||
| Q4 24 | $3.6B | $24.9B | ||
| Q3 24 | $3.7B | $25.3B | ||
| Q2 24 | $3.7B | $24.4B | ||
| Q1 24 | $3.6B | $25.8B |
负债/权益比ARKOBG
| Q4 25 | 3.41× | 0.64× | ||
| Q3 25 | 3.34× | 0.71× | ||
| Q2 25 | 3.46× | 0.71× | ||
| Q1 25 | 3.45× | 0.51× | ||
| Q4 24 | 3.18× | 0.54× | ||
| Q3 24 | 3.16× | 0.54× | ||
| Q2 24 | 3.26× | 0.41× | ||
| Q1 24 | 3.39× | 0.39× |
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 | $44.6M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $14.9M | $809.0M |
| 自由现金流率自由现金流/营收 | 0.8% | 16.6% |
| 资本支出强度资本支出/营收 | 1.7% | 11.0% |
| 现金转化率经营现金流/净利润 | 23.98× | 14.18× |
| 过去12个月自由现金流最近4个季度 | $65.3M | $-879.0M |
8季度趋势，按日历期对齐
经营现金流ARKOBG
| Q4 25 | $44.6M | $1.3B | ||
| Q3 25 | $49.4M | $854.0M | ||
| Q2 25 | $55.2M | $-1.1B | ||
| Q1 25 | $43.4M | $-285.0M | ||
| Q4 24 | $22.7M | $1.1B | ||
| Q3 24 | $109.2M | $1.3B | ||
| Q2 24 | $77.2M | $-1.5B | ||
| Q1 24 | $12.8M | $994.0M |
自由现金流ARKOBG
| Q4 25 | $14.9M | $809.0M | ||
| Q3 25 | $24.5M | $385.0M | ||
| Q2 25 | $9.8M | $-1.5B | ||
| Q1 25 | $16.0M | $-595.0M | ||
| Q4 24 | $-13.4M | $564.0M | ||
| Q3 24 | $79.9M | $973.0M | ||
| Q2 24 | $57.9M | $-1.8B | ||
| Q1 24 | $-16.5M | $758.0M |
自由现金流率ARKOBG
| Q4 25 | 0.8% | 16.6% | ||
| Q3 25 | 1.2% | 8.8% | ||
| Q2 25 | 0.5% | -36.8% | ||
| Q1 25 | 0.9% | -16.2% | ||
| Q4 24 | -0.7% | 14.1% | ||
| Q3 24 | 3.5% | 25.1% | ||
| Q2 24 | 2.4% | -47.4% | ||
| Q1 24 | -0.8% | 19.2% |
资本支出强度ARKOBG
| Q4 25 | 1.7% | 11.0% | ||
| Q3 25 | 1.2% | 10.7% | ||
| Q2 25 | 2.3% | 10.1% | ||
| Q1 25 | 1.5% | 8.5% | ||
| Q4 24 | 1.8% | 12.2% | ||
| Q3 24 | 1.3% | 9.1% | ||
| Q2 24 | 0.8% | 8.0% | ||
| Q1 24 | 1.4% | 6.0% |
现金转化率ARKOBG
| Q4 25 | 23.98× | 14.18× | ||
| Q3 25 | 3.67× | 5.14× | ||
| Q2 25 | 2.75× | -3.03× | ||
| Q1 25 | — | -1.42× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | 11.28× | 6.00× | ||
| Q2 24 | 5.49× | -21.06× | ||
| Q1 24 | — | 4.07× |
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
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
