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邦吉（BG）与宣伟（SHW）财务数据对比。点击上方公司名可切换其他公司
宣伟的季度营收约是邦吉的1.2倍（$5.7B vs $4.9B），宣伟净利率更高（9.4% vs 1.9%，领先7.5%），邦吉同比增速更快（22.2% vs 6.8%），过去两年邦吉的营收复合增速更高（11.3% vs -4.9%）
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。
宣伟是总部位于美国俄亥俄州克利夫兰的涂料企业，主要从事涂料、地坪覆盖材料及相关产品的生产、分销与销售业务，业务覆盖全球超过120个国家，截至2024年按营收计为全球规模最大的涂料企业。
BG vs SHW — 直观对比
营收规模更大
SHW
是对方的1.2倍
$4.9B
营收增速更快
BG
高出15.4%
6.8%
净利率更高
SHW
高出7.5%
1.9%
两年增速更快
BG
近两年复合增速
-4.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $5.7B |
| 净利润 | $95.0M | $534.7M |
| 毛利率 | 20.7% | 49.1% |
| 营业利润率 | 1.8% | — |
| 净利率 | 1.9% | 9.4% |
| 营收同比 | 22.2% | 6.8% |
| 净利润同比 | -84.2% | 6.1% |
| 每股收益（稀释后） | $-0.02 | $2.15 |
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BGSHW
| Q1 26 | — | $5.7B | ||
| Q4 25 | $4.9B | $5.6B | ||
| Q3 25 | $4.4B | $6.4B | ||
| Q2 25 | $4.0B | $6.3B | ||
| Q1 25 | $3.7B | $5.3B | ||
| Q4 24 | $4.0B | $5.3B | ||
| Q3 24 | $3.9B | $6.2B | ||
| Q2 24 | $3.7B | $6.3B |
净利润BGSHW
| Q1 26 | — | $534.7M | ||
| Q4 25 | $95.0M | $476.8M | ||
| Q3 25 | $166.0M | $833.1M | ||
| Q2 25 | $354.0M | $754.7M | ||
| Q1 25 | $201.0M | $503.9M | ||
| Q4 24 | $602.0M | $480.1M | ||
| Q3 24 | $221.0M | $806.2M | ||
| Q2 24 | $70.0M | $889.9M |
毛利率BGSHW
| Q1 26 | — | 49.1% | ||
| Q4 25 | 20.7% | 48.5% | ||
| Q3 25 | 24.3% | 49.2% | ||
| Q2 25 | 18.4% | 49.4% | ||
| Q1 25 | 16.3% | 48.2% | ||
| Q4 24 | 27.0% | 48.6% | ||
| Q3 24 | 19.9% | 49.1% | ||
| Q2 24 | 17.8% | 48.8% |
营业利润率BGSHW
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | 11.4% | ||
| Q3 25 | 6.2% | 16.7% | ||
| Q2 25 | 12.3% | 15.6% | ||
| Q1 25 | 7.8% | 12.3% | ||
| Q4 24 | 18.3% | 11.6% | ||
| Q3 24 | 8.3% | 21.4% | ||
| Q2 24 | 2.8% | 22.5% |
净利率BGSHW
| Q1 26 | — | 9.4% | ||
| Q4 25 | 1.9% | 8.5% | ||
| Q3 25 | 3.8% | 13.1% | ||
| Q2 25 | 8.8% | 12.0% | ||
| Q1 25 | 5.5% | 9.5% | ||
| Q4 24 | 15.0% | 9.1% | ||
| Q3 24 | 5.7% | 13.1% | ||
| Q2 24 | 1.9% | 14.2% |
每股收益（稀释后）BGSHW
| Q1 26 | — | $2.15 | ||
| Q4 25 | $-0.02 | $1.91 | ||
| Q3 25 | $0.84 | $3.35 | ||
| Q2 25 | $2.61 | $3.00 | ||
| Q1 25 | $1.48 | $2.00 | ||
| Q4 24 | $4.27 | $1.90 | ||
| Q3 24 | $1.56 | $3.18 | ||
| Q2 24 | $0.48 | $3.50 |
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 | $216.9K |
| 总债务越低越好 | $10.2B | $11.7M |
| 股东权益账面价值 | $15.9B | $4.4M |
| 总资产 | $44.5B | $26.4M |
| 负债/权益比越低杠杆越低 | 0.64× | 2.64× |
8季度趋势，按日历期对齐
现金及短期投资BGSHW
| Q1 26 | — | $216.9K | ||
| Q4 25 | $2.0B | $207.2M | ||
| Q3 25 | $3.2B | $241.5M | ||
| Q2 25 | $7.1B | $269.8M | ||
| Q1 25 | $3.9B | $199.8M | ||
| Q4 24 | $3.8B | $210.4M | ||
| Q3 24 | $3.0B | $238.2M | ||
| Q2 24 | $1.3B | $200.0M |
总债务BGSHW
| Q1 26 | — | $11.7M | ||
| Q4 25 | $10.2B | $9.7B | ||
| Q3 25 | $11.1B | $9.7B | ||
| Q2 25 | $7.7B | $9.0B | ||
| Q1 25 | $5.4B | $9.0B | ||
| Q4 24 | $5.4B | $9.2B | ||
| Q3 24 | $5.4B | $9.2B | ||
| Q2 24 | $4.1B | $9.0B |
股东权益BGSHW
| Q1 26 | — | $4.4M | ||
| Q4 25 | $15.9B | $4.6B | ||
| Q3 25 | $15.8B | $4.4B | ||
| Q2 25 | $10.9B | $4.4B | ||
| Q1 25 | $10.6B | $4.1B | ||
| Q4 24 | $9.9B | $4.1B | ||
| Q3 24 | $10.1B | $4.2B | ||
| Q2 24 | $10.0B | $3.8B |
总资产BGSHW
| Q1 26 | — | $26.4M | ||
| Q4 25 | $44.5B | $25.9B | ||
| Q3 25 | $46.3B | $26.2B | ||
| Q2 25 | $31.2B | $25.4B | ||
| Q1 25 | $26.7B | $24.6B | ||
| Q4 24 | $24.9B | $23.6B | ||
| Q3 24 | $25.3B | $24.0B | ||
| Q2 24 | $24.4B | $23.7B |
负债/权益比BGSHW
| Q1 26 | — | 2.64× | ||
| Q4 25 | 0.64× | 2.10× | ||
| Q3 25 | 0.71× | 2.18× | ||
| Q2 25 | 0.71× | 2.04× | ||
| Q1 25 | 0.51× | 2.17× | ||
| Q4 24 | 0.54× | 2.28× | ||
| Q3 24 | 0.54× | 2.22× | ||
| Q2 24 | 0.41× | 2.39× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $809.0M | — |
| 自由现金流率自由现金流/营收 | 16.6% | — |
| 资本支出强度资本支出/营收 | 11.0% | 2.4% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流BGSHW
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $854.0M | $1.3B | ||
| Q2 25 | $-1.1B | $1.1B | ||
| Q1 25 | $-285.0M | $-61.1M | ||
| Q4 24 | $1.1B | $934.5M | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $-1.5B | $1.2B |
自由现金流BGSHW
| Q1 26 | — | — | ||
| Q4 25 | $809.0M | $862.1M | ||
| Q3 25 | $385.0M | $1.1B | ||
| Q2 25 | $-1.5B | $931.1M | ||
| Q1 25 | $-595.0M | $-250.4M | ||
| Q4 24 | $564.0M | $634.5M | ||
| Q3 24 | $973.0M | $839.4M | ||
| Q2 24 | $-1.8B | $952.0M |
自由现金流率BGSHW
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 15.4% | ||
| Q3 25 | 8.8% | 17.5% | ||
| Q2 25 | -36.8% | 14.7% | ||
| Q1 25 | -16.2% | -4.7% | ||
| Q4 24 | 14.1% | 12.0% | ||
| Q3 24 | 25.1% | 13.6% | ||
| Q2 24 | -47.4% | 15.2% |
资本支出强度BGSHW
| Q1 26 | — | 2.4% | ||
| Q4 25 | 11.0% | 4.1% | ||
| Q3 25 | 10.7% | 3.1% | ||
| Q2 25 | 10.1% | 2.9% | ||
| Q1 25 | 8.5% | 3.6% | ||
| Q4 24 | 12.2% | 5.7% | ||
| Q3 24 | 9.1% | 3.8% | ||
| Q2 24 | 8.0% | 4.0% |
现金转化率BGSHW
| Q1 26 | — | — | ||
| Q4 25 | 14.18× | 2.29× | ||
| Q3 25 | 5.14× | 1.57× | ||
| Q2 25 | -3.03× | 1.47× | ||
| Q1 25 | -1.42× | -0.12× | ||
| Q4 24 | 1.75× | 1.95× | ||
| Q3 24 | 6.00× | 1.33× | ||
| Q2 24 | -21.06× | 1.35× |
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% |
SHW
暂无分部数据
