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邦吉（BG）与SANFILIPPO JOHN B & SON INC（JBSS）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SANFILIPPO JOHN B & SON INC的15.5倍（$4.9B vs $314.8M）。SANFILIPPO JOHN B & SON INC净利率更高（5.7% vs 1.9%，领先3.8%）。邦吉同比增速更快（22.2% vs 4.6%）。邦吉自由现金流更多（$809.0M vs $40.0M）。过去两年邦吉的营收复合增速更高（11.3% vs 7.6%）
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。
John B. Sanfilippo & Son Inc.（股票代码JBSS）是美国领先的坚果零食加工分销商，主营树坚果、花生、果干及增值零食产品，为北美零售、餐饮及工业原料客户提供自有品牌和贴牌产品。
BG vs JBSS — 直观对比
营收规模更大
BG
是对方的15.5倍
$314.8M
营收增速更快
BG
高出17.6%
4.6%
净利率更高
JBSS
高出3.8%
1.9%
自由现金流更多
BG
多$769.0M
$40.0M
两年增速更快
BG
近两年复合增速
7.6%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $314.8M |
| 净利润 | $95.0M | $18.0M |
| 毛利率 | 20.7% | 18.8% |
| 营业利润率 | 1.8% | 8.3% |
| 净利率 | 1.9% | 5.7% |
| 营收同比 | 22.2% | 4.6% |
| 净利润同比 | -84.2% | 32.1% |
| 每股收益（稀释后） | $-0.02 | $1.53 |
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BGJBSS
| Q4 25 | $4.9B | $314.8M | ||
| Q3 25 | $4.4B | $298.7M | ||
| Q2 25 | $4.0B | $269.1M | ||
| Q1 25 | $3.7B | $260.9M | ||
| Q4 24 | $4.0B | $301.1M | ||
| Q3 24 | $3.9B | $276.2M | ||
| Q2 24 | $3.7B | $269.6M | ||
| Q1 24 | $3.9B | $271.9M |
净利润BGJBSS
| Q4 25 | $95.0M | $18.0M | ||
| Q3 25 | $166.0M | $18.7M | ||
| Q2 25 | $354.0M | $13.5M | ||
| Q1 25 | $201.0M | $20.2M | ||
| Q4 24 | $602.0M | $13.6M | ||
| Q3 24 | $221.0M | $11.7M | ||
| Q2 24 | $70.0M | $10.0M | ||
| Q1 24 | $244.0M | $13.5M |
毛利率BGJBSS
| Q4 25 | 20.7% | 18.8% | ||
| Q3 25 | 24.3% | 18.1% | ||
| Q2 25 | 18.4% | 18.1% | ||
| Q1 25 | 16.3% | 21.4% | ||
| Q4 24 | 27.0% | 17.4% | ||
| Q3 24 | 19.9% | 16.9% | ||
| Q2 24 | 17.8% | 18.5% | ||
| Q1 24 | 22.2% | 18.1% |
营业利润率BGJBSS
| Q4 25 | 1.8% | 8.3% | ||
| Q3 25 | 6.2% | 9.0% | ||
| Q2 25 | 12.3% | 7.5% | ||
| Q1 25 | 7.8% | 10.8% | ||
| Q4 24 | 18.3% | 6.4% | ||
| Q3 24 | 8.3% | 6.2% | ||
| Q2 24 | 2.8% | 5.4% | ||
| Q1 24 | 9.4% | 6.7% |
净利率BGJBSS
| Q4 25 | 1.9% | 5.7% | ||
| Q3 25 | 3.8% | 6.3% | ||
| Q2 25 | 8.8% | 5.0% | ||
| Q1 25 | 5.5% | 7.7% | ||
| Q4 24 | 15.0% | 4.5% | ||
| Q3 24 | 5.7% | 4.2% | ||
| Q2 24 | 1.9% | 3.7% | ||
| Q1 24 | 6.2% | 5.0% |
每股收益（稀释后）BGJBSS
| Q4 25 | $-0.02 | $1.53 | ||
| Q3 25 | $0.84 | $1.59 | ||
| Q2 25 | $2.61 | $1.15 | ||
| Q1 25 | $1.48 | $1.72 | ||
| Q4 24 | $4.27 | $1.16 | ||
| Q3 24 | $1.56 | $1.00 | ||
| Q2 24 | $0.48 | $0.85 | ||
| Q1 24 | $1.68 | $1.15 |
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 | $2.4M |
| 总债务越低越好 | $10.2B | $28.8M |
| 股东权益账面价值 | $15.9B | $370.1M |
| 总资产 | $44.5B | $617.7M |
| 负债/权益比越低杠杆越低 | 0.64× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资BGJBSS
| Q4 25 | $2.0B | $2.4M | ||
| Q3 25 | $3.2B | $714.0K | ||
| Q2 25 | $7.1B | $585.0K | ||
| Q1 25 | $3.9B | $1.3M | ||
| Q4 24 | $3.8B | $336.0K | ||
| Q3 24 | $3.0B | $442.0K | ||
| Q2 24 | $1.3B | $484.0K | ||
| Q1 24 | $3.1B | $377.0K |
总债务BGJBSS
| Q4 25 | $10.2B | $28.8M | ||
| Q3 25 | $11.1B | $29.8M | ||
| Q2 25 | $7.7B | $14.6M | ||
| Q1 25 | $5.4B | $5.8M | ||
| Q4 24 | $5.4B | $6.0M | ||
| Q3 24 | $5.4B | $6.2M | ||
| Q2 24 | $4.1B | $6.4M | ||
| Q1 24 | $4.1B | $6.6M |
股东权益BGJBSS
| Q4 25 | $15.9B | $370.1M | ||
| Q3 25 | $15.8B | $362.8M | ||
| Q2 25 | $10.9B | $360.7M | ||
| Q1 25 | $10.6B | $346.6M | ||
| Q4 24 | $9.9B | $325.6M | ||
| Q3 24 | $10.1B | $310.8M | ||
| Q2 24 | $10.0B | $322.6M | ||
| Q1 24 | $10.6B | $321.8M |
总资产BGJBSS
| Q4 25 | $44.5B | $617.7M | ||
| Q3 25 | $46.3B | $598.7M | ||
| Q2 25 | $31.2B | $597.6M | ||
| Q1 25 | $26.7B | $590.0M | ||
| Q4 24 | $24.9B | $545.3M | ||
| Q3 24 | $25.3B | $519.4M | ||
| Q2 24 | $24.4B | $515.6M | ||
| Q1 24 | $25.8B | $491.9M |
负债/权益比BGJBSS
| Q4 25 | 0.64× | 0.08× | ||
| Q3 25 | 0.71× | 0.08× | ||
| Q2 25 | 0.71× | 0.04× | ||
| Q1 25 | 0.51× | 0.02× | ||
| Q4 24 | 0.54× | 0.02× | ||
| Q3 24 | 0.54× | 0.02× | ||
| Q2 24 | 0.41× | 0.02× | ||
| Q1 24 | 0.39× | 0.02× |
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 | $62.5M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $40.0M |
| 自由现金流率自由现金流/营收 | 16.6% | 12.7% |
| 资本支出强度资本支出/营收 | 11.0% | 7.1% |
| 现金转化率经营现金流/净利润 | 14.18× | 3.48× |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $32.8M |
8季度趋势，按日历期对齐
经营现金流BGJBSS
| Q4 25 | $1.3B | $62.5M | ||
| Q3 25 | $854.0M | $32.1M | ||
| Q2 25 | $-1.1B | $36.5M | ||
| Q1 25 | $-285.0M | $-25.9M | ||
| Q4 24 | $1.1B | $11.0M | ||
| Q3 24 | $1.3B | $8.9M | ||
| Q2 24 | $-1.5B | $35.2M | ||
| Q1 24 | $994.0M | $5.3M |
自由现金流BGJBSS
| Q4 25 | $809.0M | $40.0M | ||
| Q3 25 | $385.0M | $7.3M | ||
| Q2 25 | $-1.5B | $23.0M | ||
| Q1 25 | $-595.0M | $-37.6M | ||
| Q4 24 | $564.0M | $-2.7M | ||
| Q3 24 | $973.0M | $-3.0M | ||
| Q2 24 | $-1.8B | $24.4M | ||
| Q1 24 | $758.0M | $-1.3M |
自由现金流率BGJBSS
| Q4 25 | 16.6% | 12.7% | ||
| Q3 25 | 8.8% | 2.4% | ||
| Q2 25 | -36.8% | 8.6% | ||
| Q1 25 | -16.2% | -14.4% | ||
| Q4 24 | 14.1% | -0.9% | ||
| Q3 24 | 25.1% | -1.1% | ||
| Q2 24 | -47.4% | 9.0% | ||
| Q1 24 | 19.2% | -0.5% |
资本支出强度BGJBSS
| Q4 25 | 11.0% | 7.1% | ||
| Q3 25 | 10.7% | 8.3% | ||
| Q2 25 | 10.1% | 5.0% | ||
| Q1 25 | 8.5% | 4.5% | ||
| Q4 24 | 12.2% | 4.5% | ||
| Q3 24 | 9.1% | 4.3% | ||
| Q2 24 | 8.0% | 4.0% | ||
| Q1 24 | 6.0% | 2.4% |
现金转化率BGJBSS
| Q4 25 | 14.18× | 3.48× | ||
| Q3 25 | 5.14× | 1.72× | ||
| Q2 25 | -3.03× | 2.70× | ||
| Q1 25 | -1.42× | -1.29× | ||
| Q4 24 | 1.75× | 0.81× | ||
| Q3 24 | 6.00× | 0.77× | ||
| Q2 24 | -21.06× | 3.52× | ||
| Q1 24 | 4.07× | 0.39× |
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% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
