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艾仕得（AXTA）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
艾仕得的季度营收约是FRESH DEL MONTE PRODUCE INC的1.2倍（$1.3B vs $1.0B），艾仕得净利率更高（4.8% vs 3.2%，领先1.6%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -3.7%），艾仕得自由现金流更多（$286.0M vs $-17.2M），过去两年艾仕得的营收复合增速更高（-1.2% vs -4.1%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
AXTA vs FDP — 直观对比
营收规模更大
AXTA
是对方的1.2倍
$1.0B
营收增速更快
FDP
高出4.4%
-3.7%
净利率更高
AXTA
高出1.6%
3.2%
自由现金流更多
AXTA
多$303.2M
$-17.2M
两年增速更快
AXTA
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $60.0M | $32.3M |
| 毛利率 | 33.4% | 10.4% |
| 营业利润率 | 12.8% | 4.5% |
| 净利率 | 4.8% | 3.2% |
| 营收同比 | -3.7% | 0.6% |
| 净利润同比 | -56.2% | 59.1% |
| 每股收益（稀释后） | $0.28 | $0.67 |
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AXTAFDP
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.3B | $1.0B | ||
| Q3 24 | $1.3B | $1.0B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.3B | $1.1B |
净利润AXTAFDP
| Q4 25 | $60.0M | $32.3M | ||
| Q3 25 | $110.0M | $-29.1M | ||
| Q2 25 | $109.0M | $56.8M | ||
| Q1 25 | $99.0M | $31.1M | ||
| Q4 24 | $137.0M | $20.3M | ||
| Q3 24 | $101.0M | $42.1M | ||
| Q2 24 | $112.0M | $53.6M | ||
| Q1 24 | $41.0M | $26.1M |
毛利率AXTAFDP
| Q4 25 | 33.4% | 10.4% | ||
| Q3 25 | 34.9% | 7.9% | ||
| Q2 25 | 35.0% | 10.2% | ||
| Q1 25 | 34.3% | 8.4% | ||
| Q4 24 | 34.1% | 6.8% | ||
| Q3 24 | 35.0% | 9.2% | ||
| Q2 24 | 34.0% | 9.9% | ||
| Q1 24 | 33.2% | 7.4% |
营业利润率AXTAFDP
| Q4 25 | 12.8% | 4.5% | ||
| Q3 25 | 15.8% | -2.1% | ||
| Q2 25 | 14.8% | 5.8% | ||
| Q1 25 | 13.9% | 4.1% | ||
| Q4 24 | 14.3% | 3.0% | ||
| Q3 24 | 14.6% | 5.3% | ||
| Q2 24 | 15.2% | 6.0% | ||
| Q1 24 | 9.4% | 4.0% |
净利率AXTAFDP
| Q4 25 | 4.8% | 3.2% | ||
| Q3 25 | 8.5% | -2.8% | ||
| Q2 25 | 8.4% | 4.8% | ||
| Q1 25 | 7.8% | 2.8% | ||
| Q4 24 | 10.5% | 2.0% | ||
| Q3 24 | 7.7% | 4.1% | ||
| Q2 24 | 8.3% | 4.7% | ||
| Q1 24 | 3.2% | 2.4% |
每股收益（稀释后）AXTAFDP
| Q4 25 | $0.28 | $0.67 | ||
| Q3 25 | $0.51 | $-0.61 | ||
| Q2 25 | $0.50 | $1.18 | ||
| Q1 25 | $0.45 | $0.64 | ||
| Q4 24 | $0.63 | $0.41 | ||
| Q3 24 | $0.46 | $0.88 | ||
| Q2 24 | $0.51 | $1.12 | ||
| Q1 24 | $0.18 | $0.55 |
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 | $657.0M | $35.7M |
| 总债务越低越好 | $3.2B | $176.2M |
| 股东权益账面价值 | $2.3B | $2.0B |
| 总资产 | $7.6B | $3.1B |
| 负债/权益比越低杠杆越低 | 1.36× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AXTAFDP
| Q4 25 | $657.0M | $35.7M | ||
| Q3 25 | $606.0M | $97.2M | ||
| Q2 25 | $625.0M | $85.5M | ||
| Q1 25 | $575.0M | $34.4M | ||
| Q4 24 | $593.0M | $32.6M | ||
| Q3 24 | $567.0M | $50.8M | ||
| Q2 24 | $840.0M | $37.8M | ||
| Q1 24 | $624.0M | $42.2M |
总债务AXTAFDP
| Q4 25 | $3.2B | $176.2M | ||
| Q3 25 | $3.4B | $176.7M | ||
| Q2 25 | $3.4B | $205.2M | ||
| Q1 25 | $3.4B | $237.4M | ||
| Q4 24 | $3.4B | $248.9M | ||
| Q3 24 | $3.5B | $274.8M | ||
| Q2 24 | $3.6B | $290.4M | ||
| Q1 24 | $3.4B | $405.8M |
股东权益AXTAFDP
| Q4 25 | $2.3B | $2.0B | ||
| Q3 25 | $2.3B | $2.0B | ||
| Q2 25 | $2.3B | $2.1B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.8B | $2.0B | ||
| Q1 24 | $1.7B | $1.9B |
总资产AXTAFDP
| Q4 25 | $7.6B | $3.1B | ||
| Q3 25 | $7.8B | $3.1B | ||
| Q2 25 | $7.8B | $3.2B | ||
| Q1 25 | $7.4B | $3.2B | ||
| Q4 24 | $7.2B | $3.1B | ||
| Q3 24 | $7.5B | $3.2B | ||
| Q2 24 | $7.3B | $3.1B | ||
| Q1 24 | $7.1B | $3.2B |
负债/权益比AXTAFDP
| Q4 25 | 1.36× | 0.09× | ||
| Q3 25 | 1.48× | 0.09× | ||
| Q2 25 | 1.50× | 0.10× | ||
| Q1 25 | 1.64× | 0.12× | ||
| Q4 24 | 1.78× | 0.13× | ||
| Q3 24 | 1.84× | 0.14× | ||
| Q2 24 | 2.02× | 0.15× | ||
| Q1 24 | 1.97× | 0.21× |
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 | $344.0M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $286.0M | $-17.2M |
| 自由现金流率自由现金流/营收 | 22.7% | -1.7% |
| 资本支出强度资本支出/营收 | 4.6% | 2.8% |
| 现金转化率经营现金流/净利润 | 5.73× | 0.34× |
| 过去12个月自由现金流最近4个季度 | $453.0M | $181.3M |
8季度趋势，按日历期对齐
经营现金流AXTAFDP
| Q4 25 | $344.0M | $10.9M | ||
| Q3 25 | $137.0M | $75.0M | ||
| Q2 25 | $142.0M | $113.1M | ||
| Q1 25 | $26.0M | $46.1M | ||
| Q4 24 | $234.0M | $-4.7M | ||
| Q3 24 | $194.0M | $43.5M | ||
| Q2 24 | $114.0M | $125.0M | ||
| Q1 24 | $34.0M | $18.7M |
自由现金流AXTAFDP
| Q4 25 | $286.0M | $-17.2M | ||
| Q3 25 | $87.0M | $60.9M | ||
| Q2 25 | $97.0M | $101.5M | ||
| Q1 25 | $-17.0M | $36.1M | ||
| Q4 24 | $172.0M | $-22.3M | ||
| Q3 24 | $161.0M | $30.1M | ||
| Q2 24 | $91.0M | $117.0M | ||
| Q1 24 | $12.0M | $6.0M |
自由现金流率AXTAFDP
| Q4 25 | 22.7% | -1.7% | ||
| Q3 25 | 6.8% | 6.0% | ||
| Q2 25 | 7.4% | 8.6% | ||
| Q1 25 | -1.3% | 3.3% | ||
| Q4 24 | 13.1% | -2.2% | ||
| Q3 24 | 12.2% | 3.0% | ||
| Q2 24 | 6.7% | 10.3% | ||
| Q1 24 | 0.9% | 0.5% |
资本支出强度AXTAFDP
| Q4 25 | 4.6% | 2.8% | ||
| Q3 25 | 3.9% | 1.4% | ||
| Q2 25 | 3.4% | 1.0% | ||
| Q1 25 | 3.4% | 0.9% | ||
| Q4 24 | 4.7% | 1.7% | ||
| Q3 24 | 2.5% | 1.3% | ||
| Q2 24 | 1.7% | 0.7% | ||
| Q1 24 | 1.7% | 1.1% |
现金转化率AXTAFDP
| Q4 25 | 5.73× | 0.34× | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.30× | 1.99× | ||
| Q1 25 | 0.26× | 1.48× | ||
| Q4 24 | 1.71× | -0.23× | ||
| Q3 24 | 1.92× | 1.03× | ||
| Q2 24 | 1.02× | 2.33× | ||
| Q1 24 | 0.83× | 0.72× |
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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
