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波尔公司（BALL）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波尔公司的1.1倍（$3.8B vs $3.6B），史密斯菲尔德食品净利率更高（6.6% vs 5.7%，领先0.9%），波尔公司同比增速更快（16.3% vs 0.8%），过去两年波尔公司的营收复合增速更高（10.3% vs 6.8%）
波尔公司是全球领先的可持续铝制包装解决方案供应商，为饮料、个护、家居产品领域的品牌提供创新包装产品，同时旗下航空航天板块为政府及商业客户提供先进技术、系统与相关服务，全业务线高度重视环保责任与产品可靠性。
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。
BALL vs SFD — 直观对比
营收规模更大
SFD
是对方的1.1倍
$3.6B
营收增速更快
BALL
高出15.6%
0.8%
净利率更高
SFD
高出0.9%
5.7%
两年增速更快
BALL
近两年复合增速
6.8%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $3.8B |
| 净利润 | $205.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | — | 8.8% |
| 净利率 | 5.7% | 6.6% |
| 营收同比 | 16.3% | 0.8% |
| 净利润同比 | 14.5% | 9.8% |
| 每股收益（稀释后） | $0.77 | — |
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BALLSFD
| Q1 26 | $3.6B | $3.8B | ||
| Q4 25 | $3.3B | $4.2B | ||
| Q3 25 | $3.4B | $3.7B | ||
| Q2 25 | $3.3B | $3.8B | ||
| Q1 25 | $3.1B | $3.8B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $3.1B | $3.3B | ||
| Q2 24 | $3.0B | — |
净利润BALLSFD
| Q1 26 | $205.0M | $249.0M | ||
| Q4 25 | $200.0M | $327.0M | ||
| Q3 25 | $321.0M | $248.0M | ||
| Q2 25 | $215.0M | $188.0M | ||
| Q1 25 | $179.0M | $224.0M | ||
| Q4 24 | $-30.0M | $205.0M | ||
| Q3 24 | $199.0M | $291.0M | ||
| Q2 24 | $159.0M | — |
毛利率BALLSFD
| 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 | 17.7% | 14.3% | ||
| Q2 24 | 16.5% | — |
营业利润率BALLSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 7.2% | 9.5% | ||
| Q3 25 | 11.6% | 8.3% | ||
| Q2 25 | 8.0% | 6.9% | ||
| Q1 25 | 7.4% | 8.5% | ||
| Q4 24 | 0.2% | 8.5% | ||
| Q3 24 | 7.4% | 8.5% | ||
| Q2 24 | 6.8% | — |
净利率BALLSFD
| Q1 26 | 5.7% | 6.6% | ||
| Q4 25 | 6.0% | 7.7% | ||
| Q3 25 | 9.5% | 6.6% | ||
| Q2 25 | 6.4% | 5.0% | ||
| Q1 25 | 5.8% | 5.9% | ||
| Q4 24 | -1.0% | 5.2% | ||
| Q3 24 | 6.5% | 8.7% | ||
| Q2 24 | 5.4% | — |
每股收益（稀释后）BALLSFD
| Q1 26 | $0.77 | — | ||
| Q4 25 | $0.73 | $0.83 | ||
| Q3 25 | $1.18 | $0.63 | ||
| Q2 25 | $0.76 | $0.48 | ||
| Q1 25 | $0.63 | $0.57 | ||
| Q4 24 | $0.23 | $0.54 | ||
| Q3 24 | $0.65 | $0.77 | ||
| Q2 24 | $0.51 | — |
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 | $730.0M | $1.4B |
| 总债务越低越好 | $7.0B | — |
| 股东权益账面价值 | $5.6B | $6.9B |
| 总资产 | $19.8B | $12.0B |
| 负债/权益比越低杠杆越低 | 1.25× | — |
8季度趋势，按日历期对齐
现金及短期投资BALLSFD
| Q1 26 | $730.0M | $1.4B | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $568.0M | — | ||
| Q2 25 | $296.0M | — | ||
| Q1 25 | $449.0M | — | ||
| Q4 24 | $885.0M | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.3B | — |
总债务BALLSFD
| Q1 26 | $7.0B | — | ||
| Q4 25 | $7.0B | $2.0B | ||
| Q3 25 | $6.9B | $2.0B | ||
| Q2 25 | $6.5B | $2.0B | ||
| Q1 25 | $6.1B | $2.0B | ||
| Q4 24 | $5.3B | $2.0B | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — |
股东权益BALLSFD
| Q1 26 | $5.6B | $6.9B | ||
| Q4 25 | $5.4B | $6.8B | ||
| Q3 25 | $5.4B | $6.5B | ||
| Q2 25 | $5.2B | $6.3B | ||
| Q1 25 | $5.5B | $6.2B | ||
| Q4 24 | $5.9B | $5.8B | ||
| Q3 24 | $6.7B | — | ||
| Q2 24 | $6.9B | — |
总资产BALLSFD
| Q1 26 | $19.8B | $12.0B | ||
| Q4 25 | $19.5B | $12.2B | ||
| Q3 25 | $18.7B | $11.5B | ||
| Q2 25 | $18.6B | $11.2B | ||
| Q1 25 | $18.0B | $11.1B | ||
| Q4 24 | $17.6B | $11.1B | ||
| Q3 24 | $18.8B | — | ||
| Q2 24 | $19.0B | — |
负债/权益比BALLSFD
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.29× | 0.29× | ||
| Q3 25 | 1.26× | 0.31× | ||
| Q2 25 | 1.24× | 0.32× | ||
| Q1 25 | 1.12× | 0.32× | ||
| Q4 24 | 0.91× | 0.34× | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.80× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-938.0M | — |
| 自由现金流率自由现金流/营收 | -26.0% | — |
| 资本支出强度资本支出/营收 | 4.5% | 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 | $596.0M | — |
8季度趋势，按日历期对齐
经营现金流BALLSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $938.0M | ||
| Q3 25 | $384.0M | $13.0M | ||
| Q2 25 | $332.0M | $274.0M | ||
| Q1 25 | $-665.0M | $-166.0M | ||
| Q4 24 | $500.0M | — | ||
| Q3 24 | $610.0M | — | ||
| Q2 24 | $252.0M | — |
自由现金流BALLSFD
| Q1 26 | $-938.0M | — | ||
| Q4 25 | $1.0B | $842.0M | ||
| Q3 25 | $257.0M | $-75.0M | ||
| Q2 25 | $236.0M | $196.0M | ||
| Q1 25 | $-746.0M | $-245.0M | ||
| Q4 24 | $393.0M | — | ||
| Q3 24 | $493.0M | — | ||
| Q2 24 | $146.0M | — |
自由现金流率BALLSFD
| Q1 26 | -26.0% | — | ||
| Q4 25 | 31.1% | 19.9% | ||
| Q3 25 | 7.6% | -2.0% | ||
| Q2 25 | 7.1% | 5.2% | ||
| Q1 25 | -24.1% | -6.5% | ||
| Q4 24 | 13.6% | — | ||
| Q3 24 | 16.0% | — | ||
| Q2 24 | 4.9% | — |
资本支出强度BALLSFD
| Q1 26 | 4.5% | 2.3% | ||
| Q4 25 | 5.1% | 2.3% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 2.9% | 2.1% | ||
| Q1 25 | 2.6% | 2.1% | ||
| Q4 24 | 3.7% | 2.1% | ||
| Q3 24 | 3.8% | 2.8% | ||
| Q2 24 | 3.6% | — |
现金转化率BALLSFD
| Q1 26 | — | — | ||
| Q4 25 | 6.05× | 2.87× | ||
| Q3 25 | 1.20× | 0.05× | ||
| Q2 25 | 1.54× | 1.46× | ||
| Q1 25 | -3.72× | -0.74× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.07× | — | ||
| Q2 24 | 1.58× | — |
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
BALL
| Beverage packaging, North and Central America | $1.8B | 49% |
| Beverage packaging, EMEA | $1.1B | 31% |
| Beverage packaging, South America | $585.0M | 16% |
| Other | $131.0M | 4% |
SFD
| Packaged Meats | $2.1B | 57% |
| Other | $863.0M | 23% |
| Hog Production | $769.0M | 20% |
| inter-segment sales eliminations | $19.0M | 1% |
