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邦吉（BG）与CALAVO GROWERS INC（CVGW）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CALAVO GROWERS INC的39.2倍（$4.9B vs $124.7M）。CALAVO GROWERS INC净利率更高（3.1% vs 1.9%，领先1.1%）。邦吉同比增速更快（22.2% vs -26.6%）。邦吉自由现金流更多（$809.0M vs $1.2M）。过去两年邦吉的营收复合增速更高（11.3% vs -1.2%）
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。
卡拉沃种植者公司是一家国际化农产消费品企业，核心业务涉及牛油果及其他鲜果、新鲜预制食品的包装与分销，产品面向全球各地的餐饮门店、零售卖场以及个人客户供应，是生鲜果蔬领域颇具规模的供应商。
BG vs CVGW — 直观对比
营收规模更大
BG
是对方的39.2倍
$124.7M
营收增速更快
BG
高出48.8%
-26.6%
净利率更高
CVGW
高出1.1%
1.9%
自由现金流更多
BG
多$807.8M
$1.2M
两年增速更快
BG
近两年复合增速
-1.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $124.7M |
| 净利润 | $95.0M | $3.8M |
| 毛利率 | 20.7% | 9.3% |
| 营业利润率 | 1.8% | -1.4% |
| 净利率 | 1.9% | 3.1% |
| 营收同比 | 22.2% | -26.6% |
| 净利润同比 | -84.2% | 2846.0% |
| 每股收益（稀释后） | $-0.02 | $0.22 |
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BGCVGW
| Q4 25 | $4.9B | $124.7M | ||
| Q3 25 | $4.4B | $178.8M | ||
| Q2 25 | $4.0B | $190.5M | ||
| Q1 25 | $3.7B | $154.4M | ||
| Q4 24 | $4.0B | $170.0M | ||
| Q3 24 | $3.9B | $179.6M | ||
| Q2 24 | $3.7B | $184.4M | ||
| Q1 24 | $3.9B | $127.6M |
净利润BGCVGW
| Q4 25 | $95.0M | $3.8M | ||
| Q3 25 | $166.0M | $4.7M | ||
| Q2 25 | $354.0M | $6.8M | ||
| Q1 25 | $201.0M | $4.4M | ||
| Q4 24 | $602.0M | $-139.0K | ||
| Q3 24 | $221.0M | $-732.0K | ||
| Q2 24 | $70.0M | $6.1M | ||
| Q1 24 | $244.0M | $-6.3M |
毛利率BGCVGW
| Q4 25 | 20.7% | 9.3% | ||
| Q3 25 | 24.3% | 10.2% | ||
| Q2 25 | 18.4% | 9.5% | ||
| Q1 25 | 16.3% | 10.2% | ||
| Q4 24 | 27.0% | 9.7% | ||
| Q3 24 | 19.9% | 11.2% | ||
| Q2 24 | 17.8% | 11.1% | ||
| Q1 24 | 22.2% | 8.4% |
营业利润率BGCVGW
| Q4 25 | 1.8% | -1.4% | ||
| Q3 25 | 6.2% | 4.8% | ||
| Q2 25 | 12.3% | 4.0% | ||
| Q1 25 | 7.8% | 3.3% | ||
| Q4 24 | 18.3% | 1.8% | ||
| Q3 24 | 8.3% | 5.2% | ||
| Q2 24 | 2.8% | 4.0% | ||
| Q1 24 | 9.4% | -2.4% |
净利率BGCVGW
| Q4 25 | 1.9% | 3.1% | ||
| Q3 25 | 3.8% | 2.6% | ||
| Q2 25 | 8.8% | 3.6% | ||
| Q1 25 | 5.5% | 2.9% | ||
| Q4 24 | 15.0% | -0.1% | ||
| Q3 24 | 5.7% | -0.4% | ||
| Q2 24 | 1.9% | 3.3% | ||
| Q1 24 | 6.2% | -4.9% |
每股收益（稀释后）BGCVGW
| Q4 25 | $-0.02 | $0.22 | ||
| Q3 25 | $0.84 | $0.26 | ||
| Q2 25 | $2.61 | $0.38 | ||
| Q1 25 | $1.48 | $0.25 | ||
| Q4 24 | $4.27 | $-0.01 | ||
| Q3 24 | $1.56 | $-0.04 | ||
| Q2 24 | $0.48 | $0.34 | ||
| Q1 24 | $1.68 | $-0.35 |
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 | $2.0B | $61.2M |
| 总债务越低越好 | $10.2B | — |
| 股东权益账面价值 | $15.9B | $206.9M |
| 总资产 | $44.5B | $292.2M |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势，按日历期对齐
现金及短期投资BGCVGW
| Q4 25 | $2.0B | $61.2M | ||
| Q3 25 | $3.2B | $63.8M | ||
| Q2 25 | $7.1B | $60.4M | ||
| Q1 25 | $3.9B | $48.5M | ||
| Q4 24 | $3.8B | $57.0M | ||
| Q3 24 | $3.0B | $1.1M | ||
| Q2 24 | $1.3B | $4.3M | ||
| Q1 24 | $3.1B | $5.7M |
总债务BGCVGW
| Q4 25 | $10.2B | — | ||
| Q3 25 | $11.1B | — | ||
| Q2 25 | $7.7B | — | ||
| Q1 25 | $5.4B | — | ||
| Q4 24 | $5.4B | — | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.1B | — |
股东权益BGCVGW
| Q4 25 | $15.9B | $206.9M | ||
| Q3 25 | $15.8B | $206.4M | ||
| Q2 25 | $10.9B | $206.6M | ||
| Q1 25 | $10.6B | $202.9M | ||
| Q4 24 | $9.9B | $200.3M | ||
| Q3 24 | $10.1B | $205.2M | ||
| Q2 24 | $10.0B | $207.3M | ||
| Q1 24 | $10.6B | $202.5M |
总资产BGCVGW
| Q4 25 | $44.5B | $292.2M | ||
| Q3 25 | $46.3B | $301.2M | ||
| Q2 25 | $31.2B | $321.5M | ||
| Q1 25 | $26.7B | $298.9M | ||
| Q4 24 | $24.9B | $301.1M | ||
| Q3 24 | $25.3B | $382.4M | ||
| Q2 24 | $24.4B | $411.4M | ||
| Q1 24 | $25.8B | $394.7M |
负债/权益比BGCVGW
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 0.51× | — | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 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 | $1.3B | $2.3M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $1.2M |
| 自由现金流率自由现金流/营收 | 16.6% | 1.0% |
| 资本支出强度资本支出/营收 | 11.0% | 0.9% |
| 现金转化率经营现金流/净利润 | 14.18× | 0.60× |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $19.4M |
8季度趋势，按日历期对齐
经营现金流BGCVGW
| Q4 25 | $1.3B | $2.3M | ||
| Q3 25 | $854.0M | $8.0M | ||
| Q2 25 | $-1.1B | $15.7M | ||
| Q1 25 | $-285.0M | $-4.4M | ||
| Q4 24 | $1.1B | $10.8M | ||
| Q3 24 | $1.3B | $11.4M | ||
| Q2 24 | $-1.5B | $2.1M | ||
| Q1 24 | $994.0M | $58.0K |
自由现金流BGCVGW
| Q4 25 | $809.0M | $1.2M | ||
| Q3 25 | $385.0M | $7.3M | ||
| Q2 25 | $-1.5B | $15.6M | ||
| Q1 25 | $-595.0M | $-4.7M | ||
| Q4 24 | $564.0M | $10.5M | ||
| Q3 24 | $973.0M | $11.3M | ||
| Q2 24 | $-1.8B | $745.0K | ||
| Q1 24 | $758.0M | $-972.0K |
自由现金流率BGCVGW
| Q4 25 | 16.6% | 1.0% | ||
| Q3 25 | 8.8% | 4.1% | ||
| Q2 25 | -36.8% | 8.2% | ||
| Q1 25 | -16.2% | -3.1% | ||
| Q4 24 | 14.1% | 6.2% | ||
| Q3 24 | 25.1% | 6.3% | ||
| Q2 24 | -47.4% | 0.4% | ||
| Q1 24 | 19.2% | -0.8% |
资本支出强度BGCVGW
| Q4 25 | 11.0% | 0.9% | ||
| Q3 25 | 10.7% | 0.4% | ||
| Q2 25 | 10.1% | 0.1% | ||
| Q1 25 | 8.5% | 0.2% | ||
| Q4 24 | 12.2% | 0.2% | ||
| Q3 24 | 9.1% | 0.1% | ||
| Q2 24 | 8.0% | 0.7% | ||
| Q1 24 | 6.0% | 0.8% |
现金转化率BGCVGW
| Q4 25 | 14.18× | 0.60× | ||
| Q3 25 | 5.14× | 1.69× | ||
| Q2 25 | -3.03× | 2.29× | ||
| Q1 25 | -1.42× | -1.00× | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 6.00× | — | ||
| Q2 24 | -21.06× | 0.35× | ||
| 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
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
CVGW
| Fresh Products | $104.7M | 84% |
| Segment Prepared | $14.5M | 12% |
| Tomatoes | $4.6M | 4% |
