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Maplebear Inc.（CART）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
FRESH DEL MONTE PRODUCE INC的季度营收约是Maplebear Inc.的1.0倍（$1.0B vs $992.0M），Maplebear Inc.净利率更高（8.2% vs 3.2%，领先5.0%），Maplebear Inc.同比增速更快（12.3% vs 0.6%），Maplebear Inc.自由现金流更多（$171.0M vs $-17.2M），过去两年Maplebear Inc.的营收复合增速更高（10.0% vs -4.1%）
Maplebear Inc. 以Instacart为品牌开展业务，是总部位于美国旧金山的零售媒体及配送企业，在美国和加拿大运营生鲜杂货配送与自提服务。用户可通过官网及移动应用从合作商户订购食品杂货，在法律允许的地区还可选购酒类商品，所有订单由专属采购专员负责拣选、打包并配送上门。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
CART vs FDP — 直观对比
营收规模更大
FDP
是对方的1.0倍
$992.0M
营收增速更快
CART
高出11.7%
0.6%
净利率更高
CART
高出5.0%
3.2%
自由现金流更多
CART
多$188.2M
$-17.2M
两年增速更快
CART
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $992.0M | $1.0B |
| 净利润 | $81.0M | $32.3M |
| 毛利率 | 72.3% | 10.4% |
| 营业利润率 | 9.9% | 4.5% |
| 净利率 | 8.2% | 3.2% |
| 营收同比 | 12.3% | 0.6% |
| 净利润同比 | -45.3% | 59.1% |
| 每股收益（稀释后） | $0.31 | $0.67 |
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CARTFDP
| Q4 25 | $992.0M | $1.0B | ||
| Q3 25 | $939.0M | $1.0B | ||
| Q2 25 | $914.0M | $1.2B | ||
| Q1 25 | $897.0M | $1.1B | ||
| Q4 24 | $883.0M | $1.0B | ||
| Q3 24 | $852.0M | $1.0B | ||
| Q2 24 | $823.0M | $1.1B | ||
| Q1 24 | $820.0M | $1.1B |
净利润CARTFDP
| Q4 25 | $81.0M | $32.3M | ||
| Q3 25 | $144.0M | $-29.1M | ||
| Q2 25 | $116.0M | $56.8M | ||
| Q1 25 | $106.0M | $31.1M | ||
| Q4 24 | $148.0M | $20.3M | ||
| Q3 24 | $118.0M | $42.1M | ||
| Q2 24 | $61.0M | $53.6M | ||
| Q1 24 | $130.0M | $26.1M |
毛利率CARTFDP
| Q4 25 | 72.3% | 10.4% | ||
| Q3 25 | 73.7% | 7.9% | ||
| Q2 25 | 74.2% | 10.2% | ||
| Q1 25 | 74.8% | 8.4% | ||
| Q4 24 | 75.2% | 6.8% | ||
| Q3 24 | 75.2% | 9.2% | ||
| Q2 24 | 75.7% | 9.9% | ||
| Q1 24 | 74.9% | 7.4% |
营业利润率CARTFDP
| Q4 25 | 9.9% | 4.5% | ||
| Q3 25 | 17.7% | -2.1% | ||
| Q2 25 | 13.6% | 5.8% | ||
| Q1 25 | 12.3% | 4.1% | ||
| Q4 24 | 17.6% | 3.0% | ||
| Q3 24 | 16.2% | 5.3% | ||
| Q2 24 | 6.3% | 6.0% | ||
| Q1 24 | 17.6% | 4.0% |
净利率CARTFDP
| Q4 25 | 8.2% | 3.2% | ||
| Q3 25 | 15.3% | -2.8% | ||
| Q2 25 | 12.7% | 4.8% | ||
| Q1 25 | 11.8% | 2.8% | ||
| Q4 24 | 16.8% | 2.0% | ||
| Q3 24 | 13.8% | 4.1% | ||
| Q2 24 | 7.4% | 4.7% | ||
| Q1 24 | 15.9% | 2.4% |
每股收益（稀释后）CARTFDP
| Q4 25 | $0.31 | $0.67 | ||
| Q3 25 | $0.51 | $-0.61 | ||
| Q2 25 | $0.41 | $1.18 | ||
| Q1 25 | $0.37 | $0.64 | ||
| Q4 24 | $0.53 | $0.41 | ||
| Q3 24 | $0.42 | $0.88 | ||
| Q2 24 | $0.20 | $1.12 | ||
| Q1 24 | $0.43 | $0.55 |
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 | $687.0M | $35.7M |
| 总债务越低越好 | — | $176.2M |
| 股东权益账面价值 | $2.5B | $2.0B |
| 总资产 | $3.7B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资CARTFDP
| Q4 25 | $687.0M | $35.7M | ||
| Q3 25 | $1.7B | $97.2M | ||
| Q2 25 | $1.6B | $85.5M | ||
| Q1 25 | $1.6B | $34.4M | ||
| Q4 24 | $1.4B | $32.6M | ||
| Q3 24 | $1.3B | $50.8M | ||
| Q2 24 | $1.4B | $37.8M | ||
| Q1 24 | $1.5B | $42.2M |
总债务CARTFDP
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $405.8M |
股东权益CARTFDP
| Q4 25 | $2.5B | $2.0B | ||
| Q3 25 | $3.5B | $2.0B | ||
| Q2 25 | $3.3B | $2.1B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | $3.1B | $2.0B | ||
| Q3 24 | $2.9B | $2.0B | ||
| Q2 24 | $3.0B | $2.0B | ||
| Q1 24 | $3.1B | $1.9B |
总资产CARTFDP
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $4.5B | $3.1B | ||
| Q2 25 | $4.4B | $3.2B | ||
| Q1 25 | $4.3B | $3.2B | ||
| Q4 24 | $4.1B | $3.1B | ||
| Q3 24 | $3.9B | $3.2B | ||
| Q2 24 | $4.0B | $3.1B | ||
| Q1 24 | $4.1B | $3.2B |
负债/权益比CARTFDP
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.21× |
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 | $183.0M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $171.0M | $-17.2M |
| 自由现金流率自由现金流/营收 | 17.2% | -1.7% |
| 资本支出强度资本支出/营收 | 1.2% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.26× | 0.34× |
| 过去12个月自由现金流最近4个季度 | $910.0M | $181.3M |
8季度趋势，按日历期对齐
经营现金流CARTFDP
| Q4 25 | $183.0M | $10.9M | ||
| Q3 25 | $287.0M | $75.0M | ||
| Q2 25 | $203.0M | $113.1M | ||
| Q1 25 | $298.0M | $46.1M | ||
| Q4 24 | $153.0M | $-4.7M | ||
| Q3 24 | $185.0M | $43.5M | ||
| Q2 24 | $244.0M | $125.0M | ||
| Q1 24 | $105.0M | $18.7M |
自由现金流CARTFDP
| Q4 25 | $171.0M | $-17.2M | ||
| Q3 25 | $272.0M | $60.9M | ||
| Q2 25 | $187.0M | $101.5M | ||
| Q1 25 | $280.0M | $36.1M | ||
| Q4 24 | $141.0M | $-22.3M | ||
| Q3 24 | $171.0M | $30.1M | ||
| Q2 24 | $220.0M | $117.0M | ||
| Q1 24 | $91.0M | $6.0M |
自由现金流率CARTFDP
| Q4 25 | 17.2% | -1.7% | ||
| Q3 25 | 29.0% | 6.0% | ||
| Q2 25 | 20.5% | 8.6% | ||
| Q1 25 | 31.2% | 3.3% | ||
| Q4 24 | 16.0% | -2.2% | ||
| Q3 24 | 20.1% | 3.0% | ||
| Q2 24 | 26.7% | 10.3% | ||
| Q1 24 | 11.1% | 0.5% |
资本支出强度CARTFDP
| Q4 25 | 1.2% | 2.8% | ||
| Q3 25 | 1.6% | 1.4% | ||
| Q2 25 | 1.8% | 1.0% | ||
| Q1 25 | 2.0% | 0.9% | ||
| Q4 24 | 1.4% | 1.7% | ||
| Q3 24 | 1.6% | 1.3% | ||
| Q2 24 | 2.9% | 0.7% | ||
| Q1 24 | 1.7% | 1.1% |
现金转化率CARTFDP
| Q4 25 | 2.26× | 0.34× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.75× | 1.99× | ||
| Q1 25 | 2.81× | 1.48× | ||
| Q4 24 | 1.03× | -0.23× | ||
| Q3 24 | 1.57× | 1.03× | ||
| Q2 24 | 4.00× | 2.33× | ||
| Q1 24 | 0.81× | 0.72× |
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
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
