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邦吉（BG）与PETMED EXPRESS INC（PETS）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PETMED EXPRESS INC的120.2倍（$4.9B vs $40.7M）。邦吉净利率更高（1.9% vs -26.0%，领先27.9%）。邦吉同比增速更快（22.2% vs -23.3%）。邦吉自由现金流更多（$809.0M vs $-9.2M）。过去两年邦吉的营收复合增速更高（11.3% vs -20.9%）
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。
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
BG vs PETS — 直观对比
营收规模更大
BG
是对方的120.2倍
$40.7M
营收增速更快
BG
高出45.4%
-23.3%
净利率更高
BG
高出27.9%
-26.0%
自由现金流更多
BG
多$818.2M
$-9.2M
两年增速更快
BG
近两年复合增速
-20.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $40.7M |
| 净利润 | $95.0M | $-10.6M |
| 毛利率 | 20.7% | 23.3% |
| 营业利润率 | 1.8% | -25.7% |
| 净利率 | 1.9% | -26.0% |
| 营收同比 | 22.2% | -23.3% |
| 净利润同比 | -84.2% | -1392.6% |
| 每股收益（稀释后） | $-0.02 | $-0.50 |
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BGPETS
| Q4 25 | $4.9B | $40.7M | ||
| Q3 25 | $4.4B | $44.4M | ||
| Q2 25 | $4.0B | $51.2M | ||
| Q1 25 | $3.7B | $50.8M | ||
| Q4 24 | $4.0B | $52.0M | ||
| Q3 24 | $3.9B | $58.0M | ||
| Q2 24 | $3.7B | $66.2M | ||
| Q1 24 | $3.9B | $65.1M |
净利润BGPETS
| Q4 25 | $95.0M | $-10.6M | ||
| Q3 25 | $166.0M | $-8.5M | ||
| Q2 25 | $354.0M | $-34.2M | ||
| Q1 25 | $201.0M | $-11.6M | ||
| Q4 24 | $602.0M | $-707.0K | ||
| Q3 24 | $221.0M | $2.3M | ||
| Q2 24 | $70.0M | $3.8M | ||
| Q1 24 | $244.0M | $-5.0M |
毛利率BGPETS
| Q4 25 | 20.7% | 23.3% | ||
| Q3 25 | 24.3% | 28.0% | ||
| Q2 25 | 18.4% | 28.1% | ||
| Q1 25 | 16.3% | 29.9% | ||
| Q4 24 | 27.0% | 31.0% | ||
| Q3 24 | 19.9% | 32.3% | ||
| Q2 24 | 17.8% | 28.8% | ||
| Q1 24 | 22.2% | 29.3% |
营业利润率BGPETS
| Q4 25 | 1.8% | -25.7% | ||
| Q3 25 | 6.2% | -18.9% | ||
| Q2 25 | 12.3% | -66.7% | ||
| Q1 25 | 7.8% | -11.9% | ||
| Q4 24 | 18.3% | -0.9% | ||
| Q3 24 | 8.3% | 1.0% | ||
| Q2 24 | 2.8% | 6.6% | ||
| Q1 24 | 9.4% | -5.9% |
净利率BGPETS
| Q4 25 | 1.9% | -26.0% | ||
| Q3 25 | 3.8% | -19.2% | ||
| Q2 25 | 8.8% | -66.7% | ||
| Q1 25 | 5.5% | -22.9% | ||
| Q4 24 | 15.0% | -1.4% | ||
| Q3 24 | 5.7% | 4.0% | ||
| Q2 24 | 1.9% | 5.7% | ||
| Q1 24 | 6.2% | -7.7% |
每股收益（稀释后）BGPETS
| Q4 25 | $-0.02 | $-0.50 | ||
| Q3 25 | $0.84 | $-0.41 | ||
| Q2 25 | $2.61 | $-1.65 | ||
| Q1 25 | $1.48 | $-0.56 | ||
| Q4 24 | $4.27 | $-0.03 | ||
| Q3 24 | $1.56 | $0.11 | ||
| Q2 24 | $0.48 | $0.18 | ||
| Q1 24 | $1.68 | $-0.24 |
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 | $26.9M |
| 总债务越低越好 | $10.2B | — |
| 股东权益账面价值 | $15.9B | $32.8M |
| 总资产 | $44.5B | $88.0M |
| 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BGPETS
| Q4 25 | $2.0B | $26.9M | ||
| Q3 25 | $3.2B | $36.1M | ||
| Q2 25 | $7.1B | $41.1M | ||
| Q1 25 | $3.9B | $54.7M | ||
| Q4 24 | $3.8B | $50.1M | ||
| Q3 24 | $3.0B | $52.0M | ||
| Q2 24 | $1.3B | $46.0M | ||
| Q1 24 | $3.1B | $55.3M |
总债务BGPETS
| 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BGPETS
| Q4 25 | $15.9B | $32.8M | ||
| Q3 25 | $15.8B | $43.1M | ||
| Q2 25 | $10.9B | $51.5M | ||
| Q1 25 | $10.6B | $85.1M | ||
| Q4 24 | $9.9B | $96.2M | ||
| Q3 24 | $10.1B | $96.4M | ||
| Q2 24 | $10.0B | $93.5M | ||
| Q1 24 | $10.6B | $96.7M |
总资产BGPETS
| Q4 25 | $44.5B | $88.0M | ||
| Q3 25 | $46.3B | $100.3M | ||
| Q2 25 | $31.2B | $109.8M | ||
| Q1 25 | $26.7B | $148.7M | ||
| Q4 24 | $24.9B | $144.8M | ||
| Q3 24 | $25.3B | $146.0M | ||
| Q2 24 | $24.4B | $152.7M | ||
| Q1 24 | $25.8B | $169.9M |
负债/权益比BGPETS
| 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 | $-9.2M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $-9.2M |
| 自由现金流率自由现金流/营收 | 16.6% | -22.7% |
| 资本支出强度资本支出/营收 | 11.0% | 0.1% |
| 现金转化率经营现金流/净利润 | 14.18× | — |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $-23.0M |
8季度趋势，按日历期对齐
经营现金流BGPETS
| Q4 25 | $1.3B | $-9.2M | ||
| Q3 25 | $854.0M | $-2.2M | ||
| Q2 25 | $-1.1B | $-12.3M | ||
| Q1 25 | $-285.0M | $7.0M | ||
| Q4 24 | $1.1B | $-1.2M | ||
| Q3 24 | $1.3B | $7.4M | ||
| Q2 24 | $-1.5B | $-8.5M | ||
| Q1 24 | $994.0M | $7.1M |
自由现金流BGPETS
| Q4 25 | $809.0M | $-9.2M | ||
| Q3 25 | $385.0M | $-4.8M | ||
| Q2 25 | $-1.5B | $-13.6M | ||
| Q1 25 | $-595.0M | $4.6M | ||
| Q4 24 | $564.0M | $-1.9M | ||
| Q3 24 | $973.0M | $6.1M | ||
| Q2 24 | $-1.8B | $-9.2M | ||
| Q1 24 | $758.0M | $5.9M |
自由现金流率BGPETS
| Q4 25 | 16.6% | -22.7% | ||
| Q3 25 | 8.8% | -10.8% | ||
| Q2 25 | -36.8% | -26.5% | ||
| Q1 25 | -16.2% | 9.1% | ||
| Q4 24 | 14.1% | -3.7% | ||
| Q3 24 | 25.1% | 10.6% | ||
| Q2 24 | -47.4% | -13.9% | ||
| Q1 24 | 19.2% | 9.0% |
资本支出强度BGPETS
| Q4 25 | 11.0% | 0.1% | ||
| Q3 25 | 10.7% | 5.9% | ||
| Q2 25 | 10.1% | 2.5% | ||
| Q1 25 | 8.5% | 4.7% | ||
| Q4 24 | 12.2% | 1.5% | ||
| Q3 24 | 9.1% | 2.2% | ||
| Q2 24 | 8.0% | 1.0% | ||
| Q1 24 | 6.0% | 1.9% |
现金转化率BGPETS
| Q4 25 | 14.18× | — | ||
| Q3 25 | 5.14× | — | ||
| Q2 25 | -3.03× | — | ||
| Q1 25 | -1.42× | — | ||
| Q4 24 | 1.75× | — | ||
| Q3 24 | 6.00× | 3.18× | ||
| Q2 24 | -21.06× | -2.27× | ||
| 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% |
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
