vs
邦吉（BG）与西斯科（SYY）财务数据对比。点击上方公司名可切换其他公司
西斯科的季度营收约是邦吉的4.2倍（$20.8B vs $4.9B），邦吉净利率更高（1.9% vs 1.9%，领先0.1%），邦吉同比增速更快（22.2% vs 3.0%），邦吉自由现金流更多（$809.0M vs $385.0M），过去两年邦吉的营收复合增速更高（11.3% vs 3.5%）
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。
西斯科是总部位于美国得克萨斯州休斯敦能源走廊区的跨国企业，主要为餐厅、医疗机构、教育机构、体育场馆等各类提供餐食的场所销售配送食品产品，同时也供应餐饮服务相关用品及设备。
BG vs SYY — 直观对比
营收规模更大
SYY
是对方的4.2倍
$4.9B
营收增速更快
BG
高出19.1%
3.0%
净利率更高
BG
高出0.1%
1.9%
自由现金流更多
BG
多$424.0M
$385.0M
两年增速更快
BG
近两年复合增速
3.5%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $20.8B |
| 净利润 | $95.0M | $389.0M |
| 毛利率 | 20.7% | 18.3% |
| 营业利润率 | 1.8% | 3.3% |
| 净利率 | 1.9% | 1.9% |
| 营收同比 | 22.2% | 3.0% |
| 净利润同比 | -84.2% | -4.2% |
| 每股收益（稀释后） | $-0.02 | $0.81 |
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BGSYY
| Q4 25 | $4.9B | $20.8B | ||
| Q3 25 | $4.4B | $21.1B | ||
| Q2 25 | $4.0B | $21.1B | ||
| Q1 25 | $3.7B | $19.6B | ||
| Q4 24 | $4.0B | $20.2B | ||
| Q3 24 | $3.9B | $20.5B | ||
| Q2 24 | $3.7B | $20.6B | ||
| Q1 24 | $3.9B | $19.4B |
净利润BGSYY
| Q4 25 | $95.0M | $389.0M | ||
| Q3 25 | $166.0M | $476.0M | ||
| Q2 25 | $354.0M | $531.0M | ||
| Q1 25 | $201.0M | $401.0M | ||
| Q4 24 | $602.0M | $406.0M | ||
| Q3 24 | $221.0M | $490.0M | ||
| Q2 24 | $70.0M | $611.7M | ||
| Q1 24 | $244.0M | $424.7M |
毛利率BGSYY
| Q4 25 | 20.7% | 18.3% | ||
| Q3 25 | 24.3% | 18.4% | ||
| Q2 25 | 18.4% | 18.9% | ||
| Q1 25 | 16.3% | 18.3% | ||
| Q4 24 | 27.0% | 18.1% | ||
| Q3 24 | 19.9% | 18.3% | ||
| Q2 24 | 17.8% | 18.7% | ||
| Q1 24 | 22.2% | 18.6% |
营业利润率BGSYY
| Q4 25 | 1.8% | 3.3% | ||
| Q3 25 | 6.2% | 3.8% | ||
| Q2 25 | 12.3% | 4.2% | ||
| Q1 25 | 7.8% | 3.5% | ||
| Q4 24 | 18.3% | 3.5% | ||
| Q3 24 | 8.3% | 3.9% | ||
| Q2 24 | 2.8% | 4.7% | ||
| Q1 24 | 9.4% | 3.7% |
净利率BGSYY
| Q4 25 | 1.9% | 1.9% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 8.8% | 2.5% | ||
| Q1 25 | 5.5% | 2.0% | ||
| Q4 24 | 15.0% | 2.0% | ||
| Q3 24 | 5.7% | 2.4% | ||
| Q2 24 | 1.9% | 3.0% | ||
| Q1 24 | 6.2% | 2.2% |
每股收益（稀释后）BGSYY
| Q4 25 | $-0.02 | $0.81 | ||
| Q3 25 | $0.84 | $0.99 | ||
| Q2 25 | $2.61 | $1.10 | ||
| Q1 25 | $1.48 | $0.82 | ||
| Q4 24 | $4.27 | $0.82 | ||
| Q3 24 | $1.56 | $0.99 | ||
| Q2 24 | $0.48 | $1.23 | ||
| Q1 24 | $1.68 | $0.85 |
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 | $1.2B |
| 总债务越低越好 | $10.2B | $12.4B |
| 股东权益账面价值 | $15.9B | $2.3B |
| 总资产 | $44.5B | $27.2B |
| 负债/权益比越低杠杆越低 | 0.64× | 5.45× |
8季度趋势，按日历期对齐
现金及短期投资BGSYY
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $3.2B | $844.0M | ||
| Q2 25 | $7.1B | $1.1B | ||
| Q1 25 | $3.9B | $1.5B | ||
| Q4 24 | $3.8B | $793.0M | ||
| Q3 24 | $3.0B | $733.0M | ||
| Q2 24 | $1.3B | $696.0M | ||
| Q1 24 | $3.1B | $598.3M |
总债务BGSYY
| Q4 25 | $10.2B | $12.4B | ||
| Q3 25 | $11.1B | $11.5B | ||
| Q2 25 | $7.7B | $12.4B | ||
| Q1 25 | $5.4B | $12.2B | ||
| Q4 24 | $5.4B | $11.4B | ||
| Q3 24 | $5.4B | $11.9B | ||
| Q2 24 | $4.1B | $11.5B | ||
| Q1 24 | $4.1B | $12.1B |
股东权益BGSYY
| Q4 25 | $15.9B | $2.3B | ||
| Q3 25 | $15.8B | $2.1B | ||
| Q2 25 | $10.9B | $1.8B | ||
| Q1 25 | $10.6B | $1.9B | ||
| Q4 24 | $9.9B | $2.0B | ||
| Q3 24 | $10.1B | $2.2B | ||
| Q2 24 | $10.0B | $1.9B | ||
| Q1 24 | $10.6B | $2.1B |
总资产BGSYY
| Q4 25 | $44.5B | $27.2B | ||
| Q3 25 | $46.3B | $27.0B | ||
| Q2 25 | $31.2B | $26.8B | ||
| Q1 25 | $26.7B | $26.3B | ||
| Q4 24 | $24.9B | $25.3B | ||
| Q3 24 | $25.3B | $25.9B | ||
| Q2 24 | $24.4B | $24.9B | ||
| Q1 24 | $25.8B | $24.7B |
负债/权益比BGSYY
| Q4 25 | 0.64× | 5.45× | ||
| Q3 25 | 0.71× | 5.54× | ||
| Q2 25 | 0.71× | 6.75× | ||
| Q1 25 | 0.51× | 6.37× | ||
| Q4 24 | 0.54× | 5.66× | ||
| Q3 24 | 0.54× | 5.38× | ||
| Q2 24 | 0.41× | 6.19× | ||
| Q1 24 | 0.39× | 5.77× |
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 | $525.0M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $385.0M |
| 自由现金流率自由现金流/营收 | 16.6% | 1.9% |
| 资本支出强度资本支出/营收 | 11.0% | 0.7% |
| 现金转化率经营现金流/净利润 | 14.18× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $1.8B |
8季度趋势，按日历期对齐
经营现金流BGSYY
| Q4 25 | $1.3B | $525.0M | ||
| Q3 25 | $854.0M | $86.0M | ||
| Q2 25 | $-1.1B | $1.2B | ||
| Q1 25 | $-285.0M | $819.0M | ||
| Q4 24 | $1.1B | $445.0M | ||
| Q3 24 | $1.3B | $53.0M | ||
| Q2 24 | $-1.5B | $1.6B | ||
| Q1 24 | $994.0M | $517.3M |
自由现金流BGSYY
| Q4 25 | $809.0M | $385.0M | ||
| Q3 25 | $385.0M | $-74.0M | ||
| Q2 25 | $-1.5B | $819.0M | ||
| Q1 25 | $-595.0M | $620.0M | ||
| Q4 24 | $564.0M | $234.0M | ||
| Q3 24 | $973.0M | $-69.0M | ||
| Q2 24 | $-1.8B | $1.3B | ||
| Q1 24 | $758.0M | $333.9M |
自由现金流率BGSYY
| Q4 25 | 16.6% | 1.9% | ||
| Q3 25 | 8.8% | -0.3% | ||
| Q2 25 | -36.8% | 3.9% | ||
| Q1 25 | -16.2% | 3.2% | ||
| Q4 24 | 14.1% | 1.2% | ||
| Q3 24 | 25.1% | -0.3% | ||
| Q2 24 | -47.4% | 6.4% | ||
| Q1 24 | 19.2% | 1.7% |
资本支出强度BGSYY
| Q4 25 | 11.0% | 0.7% | ||
| Q3 25 | 10.7% | 0.8% | ||
| Q2 25 | 10.1% | 1.8% | ||
| Q1 25 | 8.5% | 1.0% | ||
| Q4 24 | 12.2% | 1.0% | ||
| Q3 24 | 9.1% | 0.6% | ||
| Q2 24 | 8.0% | 1.5% | ||
| Q1 24 | 6.0% | 0.9% |
现金转化率BGSYY
| Q4 25 | 14.18× | 1.35× | ||
| Q3 25 | 5.14× | 0.18× | ||
| Q2 25 | -3.03× | 2.25× | ||
| Q1 25 | -1.42× | 2.04× | ||
| Q4 24 | 1.75× | 1.10× | ||
| Q3 24 | 6.00× | 0.11× | ||
| Q2 24 | -21.06× | 2.64× | ||
| Q1 24 | 4.07× | 1.22× |
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% |
SYY
| International Foodservice Operations | $4.0B | 19% |
| Fresh And Frozen Meats1 | $3.0B | 14% |
| Canned And Dry Products1 | $2.7B | 13% |
| Sygma Segment | $2.1B | 10% |
| Frozen Fruits Vegetables Bakery And Other1 | $2.1B | 10% |
| Dairy Products1 | $1.5B | 7% |
| Poultry1 | $1.3B | 6% |
| Fresh Produce1 | $1.3B | 6% |
| Paper And Disposables1 | $1.0B | 5% |
| Seafood1 | $542.0M | 3% |
| Beverage Products1 | $390.0M | 2% |
| Other Products | $289.0M | 1% |
| Equipment And Smallwares | $286.0M | 1% |
