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邦吉（BG）与TOOTSIE ROLL INDUSTRIES INC（TR）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TOOTSIE ROLL INDUSTRIES INC的24.9倍（$4.9B vs $196.3M）。TOOTSIE ROLL INDUSTRIES INC净利率更高（14.7% vs 1.9%，领先12.7%）。邦吉同比增速更快（22.2% vs 1.5%）。邦吉自由现金流更多（$809.0M vs $61.0M）。过去两年TOOTSIE ROLL INDUSTRIES INC的营收复合增速更高（13.2% vs 11.3%）
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。
图西罗工业是总部位于美国伊利诺伊州芝加哥的糖果生产企业，核心产品包括同名的图西罗软糖、图西棒棒糖等广受欢迎的糖果产品，旗下品牌目前已销往加拿大、墨西哥等全球超过75个国家和地区。
BG vs TR — 直观对比
营收规模更大
BG
是对方的24.9倍
$196.3M
营收增速更快
BG
高出20.7%
1.5%
净利率更高
TR
高出12.7%
1.9%
自由现金流更多
BG
多$748.0M
$61.0M
两年增速更快
TR
近两年复合增速
11.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $196.3M |
| 净利润 | $95.0M | $28.8M |
| 毛利率 | 20.7% | 35.7% |
| 营业利润率 | 1.8% | 17.0% |
| 净利率 | 1.9% | 14.7% |
| 营收同比 | 22.2% | 1.5% |
| 净利润同比 | -84.2% | 27.9% |
| 每股收益（稀释后） | $-0.02 | — |
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BGTR
| Q4 25 | $4.9B | $196.3M | ||
| Q3 25 | $4.4B | $232.7M | ||
| Q2 25 | $4.0B | $155.1M | ||
| Q1 25 | $3.7B | $148.5M | ||
| Q4 24 | $4.0B | $193.4M | ||
| Q3 24 | $3.9B | $225.9M | ||
| Q2 24 | $3.7B | $150.7M | ||
| Q1 24 | $3.9B | $153.2M |
净利润BGTR
| Q4 25 | $95.0M | $28.8M | ||
| Q3 25 | $166.0M | $35.7M | ||
| Q2 25 | $354.0M | $17.5M | ||
| Q1 25 | $201.0M | $18.1M | ||
| Q4 24 | $602.0M | $22.5M | ||
| Q3 24 | $221.0M | $32.8M | ||
| Q2 24 | $70.0M | $15.6M | ||
| Q1 24 | $244.0M | $15.8M |
毛利率BGTR
| Q4 25 | 20.7% | 35.7% | ||
| Q3 25 | 24.3% | 34.1% | ||
| Q2 25 | 18.4% | 36.4% | ||
| Q1 25 | 16.3% | 35.3% | ||
| Q4 24 | 27.0% | 39.1% | ||
| Q3 24 | 19.9% | 34.1% | ||
| Q2 24 | 17.8% | 33.5% | ||
| Q1 24 | 22.2% | 32.7% |
营业利润率BGTR
| Q4 25 | 1.8% | 17.0% | ||
| Q3 25 | 6.2% | 13.9% | ||
| Q2 25 | 12.3% | 7.8% | ||
| Q1 25 | 7.8% | 15.5% | ||
| Q4 24 | 18.3% | 20.0% | ||
| Q3 24 | 8.3% | 15.6% | ||
| Q2 24 | 2.8% | 10.2% | ||
| Q1 24 | 9.4% | 7.3% |
净利率BGTR
| Q4 25 | 1.9% | 14.7% | ||
| Q3 25 | 3.8% | 15.3% | ||
| Q2 25 | 8.8% | 11.3% | ||
| Q1 25 | 5.5% | 12.2% | ||
| Q4 24 | 15.0% | 11.6% | ||
| Q3 24 | 5.7% | 14.5% | ||
| Q2 24 | 1.9% | 10.4% | ||
| Q1 24 | 6.2% | 10.3% |
每股收益（稀释后）BGTR
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $0.84 | — | ||
| Q2 25 | $2.61 | — | ||
| Q1 25 | $1.48 | — | ||
| Q4 24 | $4.27 | — | ||
| Q3 24 | $1.56 | — | ||
| Q2 24 | $0.48 | — | ||
| Q1 24 | $1.68 | — |
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 | $176.6M |
| 总债务越低越好 | $10.2B | — |
| 股东权益账面价值 | $15.9B | $941.0M |
| 总资产 | $44.5B | $1.3B |
| 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BGTR
| Q4 25 | $2.0B | $176.6M | ||
| Q3 25 | $3.2B | $119.8M | ||
| Q2 25 | $7.1B | $170.5M | ||
| Q1 25 | $3.9B | $176.6M | ||
| Q4 24 | $3.8B | $194.6M | ||
| Q3 24 | $3.0B | $163.2M | ||
| Q2 24 | $1.3B | $131.2M | ||
| Q1 24 | $3.1B | $159.4M |
总债务BGTR
| 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BGTR
| Q4 25 | $15.9B | $941.0M | ||
| Q3 25 | $15.8B | $918.9M | ||
| Q2 25 | $10.9B | $893.1M | ||
| Q1 25 | $10.6B | $879.4M | ||
| Q4 24 | $9.9B | $870.7M | ||
| Q3 24 | $10.1B | $870.2M | ||
| Q2 24 | $10.0B | $841.4M | ||
| Q1 24 | $10.6B | $834.4M |
总资产BGTR
| Q4 25 | $44.5B | $1.3B | ||
| Q3 25 | $46.3B | $1.2B | ||
| Q2 25 | $31.2B | $1.2B | ||
| Q1 25 | $26.7B | $1.1B | ||
| Q4 24 | $24.9B | $1.1B | ||
| Q3 24 | $25.3B | $1.1B | ||
| Q2 24 | $24.4B | $1.1B | ||
| Q1 24 | $25.8B | $1.1B |
负债/权益比BGTR
| 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 | $73.3M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $61.0M |
| 自由现金流率自由现金流/营收 | 16.6% | 31.1% |
| 资本支出强度资本支出/营收 | 11.0% | 6.3% |
| 现金转化率经营现金流/净利润 | 14.18× | 2.55× |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $96.4M |
8季度趋势，按日历期对齐
经营现金流BGTR
| Q4 25 | $1.3B | $73.3M | ||
| Q3 25 | $854.0M | $62.2M | ||
| Q2 25 | $-1.1B | $-8.5M | ||
| Q1 25 | $-285.0M | $3.6M | ||
| Q4 24 | $1.1B | $68.8M | ||
| Q3 24 | $1.3B | $61.3M | ||
| Q2 24 | $-1.5B | $-12.6M | ||
| Q1 24 | $994.0M | $21.4M |
自由现金流BGTR
| Q4 25 | $809.0M | $61.0M | ||
| Q3 25 | $385.0M | $50.7M | ||
| Q2 25 | $-1.5B | $-16.0M | ||
| Q1 25 | $-595.0M | $750.0K | ||
| Q4 24 | $564.0M | $64.7M | ||
| Q3 24 | $973.0M | $55.8M | ||
| Q2 24 | $-1.8B | $-16.6M | ||
| Q1 24 | $758.0M | $16.9M |
自由现金流率BGTR
| Q4 25 | 16.6% | 31.1% | ||
| Q3 25 | 8.8% | 21.8% | ||
| Q2 25 | -36.8% | -10.3% | ||
| Q1 25 | -16.2% | 0.5% | ||
| Q4 24 | 14.1% | 33.5% | ||
| Q3 24 | 25.1% | 24.7% | ||
| Q2 24 | -47.4% | -11.0% | ||
| Q1 24 | 19.2% | 11.0% |
资本支出强度BGTR
| Q4 25 | 11.0% | 6.3% | ||
| Q3 25 | 10.7% | 5.0% | ||
| Q2 25 | 10.1% | 4.8% | ||
| Q1 25 | 8.5% | 1.9% | ||
| Q4 24 | 12.2% | 2.1% | ||
| Q3 24 | 9.1% | 2.4% | ||
| Q2 24 | 8.0% | 2.6% | ||
| Q1 24 | 6.0% | 2.9% |
现金转化率BGTR
| Q4 25 | 14.18× | 2.55× | ||
| Q3 25 | 5.14× | 1.74× | ||
| Q2 25 | -3.03× | -0.49× | ||
| Q1 25 | -1.42× | 0.20× | ||
| Q4 24 | 1.75× | 3.06× | ||
| Q3 24 | 6.00× | 1.87× | ||
| Q2 24 | -21.06× | -0.81× | ||
| Q1 24 | 4.07× | 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% |
TR
| Products | $194.3M | 99% |
| Rental And Royalty | $1.9M | 1% |
