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邦吉（BG）与Rocket Companies, Inc.（RKT）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Rocket Companies, Inc.的8.1倍（$21.9B vs $2.7B），Rocket Companies, Inc.净利率更高（2.5% vs 0.3%，领先2.2%），Rocket Companies, Inc.同比增速更快（52.2% vs 43.4%），过去两年邦吉的营收复合增速更高（142.0% vs 39.5%）
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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
BG vs RKT — 直观对比
营收规模更大
BG
是对方的8.1倍
$2.7B
营收增速更快
RKT
高出8.8%
43.4%
净利率更高
RKT
高出2.2%
0.3%
两年增速更快
BG
近两年复合增速
39.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $21.9B | $2.7B |
| 净利润 | $68.0M | $68.0M |
| 毛利率 | 3.5% | — |
| 营业利润率 | — | 6.3% |
| 净利率 | 0.3% | 2.5% |
| 营收同比 | 43.4% | 52.2% |
| 净利润同比 | -66.2% | 100.8% |
| 每股收益（稀释后） | $0.35 | $0.10 |
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BGRKT
| Q1 26 | $21.9B | — | ||
| Q4 25 | $4.9B | $2.7B | ||
| Q3 25 | $4.4B | $1.6B | ||
| Q2 25 | $4.0B | $1.4B | ||
| Q1 25 | $3.7B | $1.0B | ||
| Q4 24 | $4.0B | $1.8B | ||
| Q3 24 | $3.9B | $646.9M | ||
| Q2 24 | $3.7B | $1.3B |
净利润BGRKT
| Q1 26 | $68.0M | — | ||
| Q4 25 | $95.0M | $68.0M | ||
| Q3 25 | $166.0M | $-123.9M | ||
| Q2 25 | $354.0M | $-1.8M | ||
| Q1 25 | $201.0M | $-10.4M | ||
| Q4 24 | $602.0M | $33.9M | ||
| Q3 24 | $221.0M | $-22.0M | ||
| Q2 24 | $70.0M | $1.3M |
毛利率BGRKT
| Q1 26 | 3.5% | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 18.4% | — | ||
| Q1 25 | 16.3% | — | ||
| Q4 24 | 27.0% | 58.9% | ||
| Q3 24 | 19.9% | -8.4% | ||
| Q2 24 | 17.8% | 47.4% |
营业利润率BGRKT
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 6.3% | ||
| Q3 25 | 6.2% | -11.5% | ||
| Q2 25 | 12.3% | 1.8% | ||
| Q1 25 | 7.8% | -21.5% | ||
| Q4 24 | 18.3% | 38.1% | ||
| Q3 24 | 8.3% | -76.9% | ||
| Q2 24 | 2.8% | 14.8% |
净利率BGRKT
| Q1 26 | 0.3% | — | ||
| Q4 25 | 1.9% | 2.5% | ||
| Q3 25 | 3.8% | -7.7% | ||
| Q2 25 | 8.8% | -0.1% | ||
| Q1 25 | 5.5% | -1.0% | ||
| Q4 24 | 15.0% | 1.9% | ||
| Q3 24 | 5.7% | -3.4% | ||
| Q2 24 | 1.9% | 0.1% |
每股收益（稀释后）BGRKT
| Q1 26 | $0.35 | — | ||
| Q4 25 | $-0.02 | $0.10 | ||
| Q3 25 | $0.84 | $-0.06 | ||
| Q2 25 | $2.61 | $-0.01 | ||
| Q1 25 | $1.48 | $-0.08 | ||
| Q4 24 | $4.27 | $0.28 | ||
| Q3 24 | $1.56 | $-0.19 | ||
| Q2 24 | $0.48 | $0.01 |
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 | $839.0M | $2.7B |
| 总债务越低越好 | $13.2B | — |
| 股东权益账面价值 | $17.4B | $22.9B |
| 总资产 | $47.6B | $60.7B |
| 负债/权益比越低杠杆越低 | 0.76× | — |
8季度趋势，按日历期对齐
现金及短期投资BGRKT
| Q1 26 | $839.0M | — | ||
| Q4 25 | $2.0B | $2.7B | ||
| Q3 25 | $3.2B | $5.8B | ||
| Q2 25 | $7.1B | $5.1B | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $3.8B | $1.3B | ||
| Q3 24 | $3.0B | $1.2B | ||
| Q2 24 | $1.3B | $1.3B |
总债务BGRKT
| Q1 26 | $13.2B | — | ||
| 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 | — |
股东权益BGRKT
| Q1 26 | $17.4B | — | ||
| Q4 25 | $15.9B | $22.9B | ||
| Q3 25 | $15.8B | $8.9B | ||
| Q2 25 | $10.9B | $7.4B | ||
| Q1 25 | $10.6B | $8.6B | ||
| Q4 24 | $9.9B | $9.0B | ||
| Q3 24 | $10.1B | $8.4B | ||
| Q2 24 | $10.0B | $8.8B |
总资产BGRKT
| Q1 26 | $47.6B | — | ||
| Q4 25 | $44.5B | $60.7B | ||
| Q3 25 | $46.3B | $33.6B | ||
| Q2 25 | $31.2B | $30.4B | ||
| Q1 25 | $26.7B | $25.3B | ||
| Q4 24 | $24.9B | $24.5B | ||
| Q3 24 | $25.3B | $25.1B | ||
| Q2 24 | $24.4B | $23.6B |
负债/权益比BGRKT
| Q1 26 | 0.76× | — | ||
| 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× | — |
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 | — | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $-1.3B |
| 自由现金流率自由现金流/营收 | — | -47.2% |
| 资本支出强度资本支出/营收 | 1.5% | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | — | $-4.0B |
8季度趋势，按日历期对齐
经营现金流BGRKT
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $-1.2B | ||
| Q3 25 | $854.0M | $-50.3M | ||
| Q2 25 | $-1.1B | $-1.9B | ||
| Q1 25 | $-285.0M | $-797.0M | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $1.3B | $-1.3B | ||
| Q2 24 | $-1.5B | $-122.3M |
自由现金流BGRKT
| Q1 26 | — | — | ||
| Q4 25 | $809.0M | $-1.3B | ||
| Q3 25 | $385.0M | $-71.8M | ||
| Q2 25 | $-1.5B | $-1.9B | ||
| Q1 25 | $-595.0M | $-811.0M | ||
| Q4 24 | $564.0M | $1.8B | ||
| Q3 24 | $973.0M | $-1.4B | ||
| Q2 24 | $-1.8B | $-138.3M |
自由现金流率BGRKT
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | -47.2% | ||
| Q3 25 | 8.8% | -4.5% | ||
| Q2 25 | -36.8% | -137.2% | ||
| Q1 25 | -16.2% | -78.2% | ||
| Q4 24 | 14.1% | 103.1% | ||
| Q3 24 | 25.1% | -209.6% | ||
| Q2 24 | -47.4% | -10.6% |
资本支出强度BGRKT
| Q1 26 | 1.5% | — | ||
| Q4 25 | 11.0% | 1.5% | ||
| Q3 25 | 10.7% | 1.3% | ||
| Q2 25 | 10.1% | 1.1% | ||
| Q1 25 | 8.5% | 1.4% | ||
| Q4 24 | 12.2% | 1.1% | ||
| Q3 24 | 9.1% | 2.9% | ||
| Q2 24 | 8.0% | 1.2% |
现金转化率BGRKT
| Q1 26 | — | — | ||
| Q4 25 | 14.18× | -18.08× | ||
| Q3 25 | 5.14× | — | ||
| Q2 25 | -3.03× | — | ||
| Q1 25 | -1.42× | — | ||
| Q4 24 | 1.75× | 54.42× | ||
| Q3 24 | 6.00× | — | ||
| Q2 24 | -21.06× | -94.46× |
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
暂无分部数据
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
