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碧迪（BDX）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是碧迪的1.5倍（$7.7B vs $5.3B），碧迪净利率更高（7.3% vs 0.8%，领先6.5%），Smurfit Westrock同比增速更快（0.7% vs -0.4%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs 2.0%）
碧迪（Becton Dickinson）是美国跨国医疗科技企业，核心业务包括研发、生产及销售医用器械、仪器系统与试剂产品，同时在特定领域提供专业咨询及数据分析服务，业务覆盖全球多国，在全球医疗技术领域具备领先地位。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
BDX vs SW — 直观对比
营收规模更大
SW
是对方的1.5倍
$5.3B
营收增速更快
SW
高出1.1%
-0.4%
净利率更高
BDX
高出6.5%
0.8%
两年增速更快
SW
近两年复合增速
2.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $7.7B |
| 净利润 | $382.0M | $63.0M |
| 毛利率 | 45.9% | 16.4% |
| 营业利润率 | 10.5% | 3.3% |
| 净利率 | 7.3% | 0.8% |
| 营收同比 | -0.4% | 0.7% |
| 净利润同比 | 24.0% | — |
| 每股收益（稀释后） | $1.34 | $0.12 |
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BDXSW
| Q1 26 | — | $7.7B | ||
| Q4 25 | $5.3B | $7.6B | ||
| Q3 25 | $5.9B | $8.0B | ||
| Q2 25 | $5.5B | $7.9B | ||
| Q1 25 | $5.3B | $7.7B | ||
| Q4 24 | $5.2B | $7.5B | ||
| Q3 24 | $5.4B | $7.7B | ||
| Q2 24 | $5.0B | $3.0B |
净利润BDXSW
| Q1 26 | — | $63.0M | ||
| Q4 25 | $382.0M | $97.0M | ||
| Q3 25 | $493.0M | $246.0M | ||
| Q2 25 | $574.0M | $-28.0M | ||
| Q1 25 | $308.0M | $384.0M | ||
| Q4 24 | $303.0M | $146.0M | ||
| Q3 24 | $400.0M | $-150.0M | ||
| Q2 24 | $487.0M | $132.0M |
毛利率BDXSW
| Q1 26 | — | 16.4% | ||
| Q4 25 | 45.9% | 18.2% | ||
| Q3 25 | 47.5% | 19.6% | ||
| Q2 25 | 47.8% | 19.1% | ||
| Q1 25 | 42.8% | 20.6% | ||
| Q4 24 | 43.2% | 19.1% | ||
| Q3 24 | 45.7% | 17.6% | ||
| Q2 24 | 46.2% | 23.3% |
营业利润率BDXSW
| Q1 26 | — | 3.3% | ||
| Q4 25 | 10.5% | 5.1% | ||
| Q3 25 | 11.8% | 6.6% | ||
| Q2 25 | 16.0% | 3.2% | ||
| Q1 25 | 10.4% | 7.2% | ||
| Q4 24 | 8.8% | 5.3% | ||
| Q3 24 | 11.4% | 0.7% | ||
| Q2 24 | 12.1% | 8.2% |
净利率BDXSW
| Q1 26 | — | 0.8% | ||
| Q4 25 | 7.3% | 1.3% | ||
| Q3 25 | 8.4% | 3.1% | ||
| Q2 25 | 10.4% | -0.4% | ||
| Q1 25 | 5.8% | 5.0% | ||
| Q4 24 | 5.9% | 1.9% | ||
| Q3 24 | 7.4% | -2.0% | ||
| Q2 24 | 9.8% | 4.4% |
每股收益（稀释后）BDXSW
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.34 | $0.18 | ||
| Q3 25 | $1.71 | $0.47 | ||
| Q2 25 | $2.00 | $-0.05 | ||
| Q1 25 | $1.07 | $0.73 | ||
| Q4 24 | $1.04 | $-0.12 | ||
| Q3 24 | $1.37 | $-0.30 | ||
| Q2 24 | $1.68 | $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 | $740.0M | — |
| 总债务越低越好 | — | $980.0M |
| 股东权益账面价值 | $25.3B | $18.1B |
| 总资产 | $54.8B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资BDXSW
| Q1 26 | — | — | ||
| Q4 25 | $740.0M | $892.0M | ||
| Q3 25 | $641.0M | $851.0M | ||
| Q2 25 | $735.0M | $778.0M | ||
| Q1 25 | $667.0M | $797.0M | ||
| Q4 24 | $711.0M | $855.0M | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $4.5B | $26.8K |
总债务BDXSW
| Q1 26 | — | $980.0M | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | — | $13.3B | ||
| Q2 25 | — | $13.3B | ||
| Q1 25 | — | $12.9B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | — |
股东权益BDXSW
| Q1 26 | — | $18.1B | ||
| Q4 25 | $25.3B | $18.3B | ||
| Q3 25 | $25.4B | $18.4B | ||
| Q2 25 | $25.5B | $18.3B | ||
| Q1 25 | $25.2B | $17.9B | ||
| Q4 24 | $25.2B | $17.4B | ||
| Q3 24 | $25.9B | $18.0B | ||
| Q2 24 | $25.9B | $14.5K |
总资产BDXSW
| Q1 26 | — | $45.2B | ||
| Q4 25 | $54.8B | $45.2B | ||
| Q3 25 | $55.3B | $45.6B | ||
| Q2 25 | $54.9B | $45.7B | ||
| Q1 25 | $54.5B | $44.6B | ||
| Q4 24 | $54.7B | $43.8B | ||
| Q3 24 | $57.3B | $45.0B | ||
| Q2 24 | $55.6B | $26.8K |
负债/权益比BDXSW
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.72× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | — |
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 | $657.0M | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $549.0M | — |
| 自由现金流率自由现金流/营收 | 10.5% | — |
| 资本支出强度资本支出/营收 | 2.1% | — |
| 现金转化率经营现金流/净利润 | 1.72× | 3.24× |
| 过去12个月自由现金流最近4个季度 | $2.6B | — |
8季度趋势，按日历期对齐
经营现金流BDXSW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $657.0M | $1.2B | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.2B | $829.0M | ||
| Q1 25 | $164.0M | $235.0M | ||
| Q4 24 | $693.0M | $781.0M | ||
| Q3 24 | $1.2B | $320.0M | ||
| Q2 24 | $1.3B | $340.0M |
自由现金流BDXSW
| Q1 26 | — | — | ||
| Q4 25 | $549.0M | $612.0M | ||
| Q3 25 | $1.0B | $523.0M | ||
| Q2 25 | $1.0B | $307.0M | ||
| Q1 25 | $35.0M | $-242.0M | ||
| Q4 24 | $588.0M | $212.0M | ||
| Q3 24 | $882.0M | $-192.0M | ||
| Q2 24 | $1.1B | $163.0M |
自由现金流率BDXSW
| Q1 26 | — | — | ||
| Q4 25 | 10.5% | 8.1% | ||
| Q3 25 | 17.0% | 6.5% | ||
| Q2 25 | 19.0% | 3.9% | ||
| Q1 25 | 0.7% | -3.2% | ||
| Q4 24 | 11.4% | 2.8% | ||
| Q3 24 | 16.2% | -2.5% | ||
| Q2 24 | 22.4% | 5.5% |
资本支出强度BDXSW
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 7.7% | ||
| Q3 25 | 6.0% | 7.6% | ||
| Q2 25 | 3.2% | 6.6% | ||
| Q1 25 | 2.4% | 6.2% | ||
| Q4 24 | 2.0% | 7.5% | ||
| Q3 24 | 5.4% | 6.7% | ||
| Q2 24 | 3.6% | 6.0% |
现金转化率BDXSW
| Q1 26 | — | 3.24× | ||
| Q4 25 | 1.72× | 12.32× | ||
| Q3 25 | 2.75× | 4.61× | ||
| Q2 25 | 2.12× | — | ||
| Q1 25 | 0.53× | 0.61× | ||
| Q4 24 | 2.29× | 5.35× | ||
| Q3 24 | 2.94× | — | ||
| Q2 24 | 2.66× | 2.58× |
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
BDX
| Other | $2.8B | 53% |
| Medication Management Solutions | $678.0M | 13% |
| Urologyand Critical Care | $339.0M | 6% |
| Surgery | $310.0M | 6% |
| Peripheral Intervention | $265.0M | 5% |
| Specimen Management | $245.0M | 5% |
| Advanced Patient Monitoring | $178.0M | 3% |
| Diagnostic Solutions | $176.0M | 3% |
| Bio Pharma Systems | $150.0M | 3% |
| Biosciences | $124.0M | 2% |
SW
暂无分部数据
