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CASEYS GENERAL STORES INC（CASY）与史密斯菲尔德食品（SFD）财务数据对比。点击上方公司名可切换其他公司
CASEYS GENERAL STORES INC的季度营收约是史密斯菲尔德食品的1.2倍（$4.5B vs $3.8B），史密斯菲尔德食品净利率更高（6.6% vs 4.6%，领先2.0%），CASEYS GENERAL STORES INC同比增速更快（14.2% vs 0.8%），过去两年CASEYS GENERAL STORES INC的营收复合增速更高（16.3% vs 6.8%）
凯西零售是美国中西部及南部的连锁便利店企业，总部位于爱荷华州得梅因市郊的安克尼。截至2023年10月1日，品牌在16个州共开设2500家门店，是美国第三大、全美资最大的便利店连锁品牌，也是爱荷华州仅有的两家财富500强企业之一，旗下披萨等食品广受消费者欢迎。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
CASY vs SFD — 直观对比
营收规模更大
CASY
是对方的1.2倍
$3.8B
营收增速更快
CASY
高出13.4%
0.8%
净利率更高
SFD
高出2.0%
4.6%
两年增速更快
CASY
近两年复合增速
6.8%
损益表 — Q2 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $3.8B |
| 净利润 | $206.3M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 6.1% | 8.8% |
| 净利率 | 4.6% | 6.6% |
| 营收同比 | 14.2% | 0.8% |
| 净利润同比 | 14.0% | 9.8% |
| 每股收益（稀释后） | $5.53 | — |
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CASYSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $4.5B | $4.2B | ||
| Q3 25 | $4.6B | $3.7B | ||
| Q2 25 | $4.0B | $3.8B | ||
| Q1 25 | $3.9B | $3.8B | ||
| Q4 24 | $3.9B | $4.0B | ||
| Q3 24 | $4.1B | $3.3B | ||
| Q2 24 | $3.6B | — |
净利润CASYSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $206.3M | $327.0M | ||
| Q3 25 | $215.4M | $248.0M | ||
| Q2 25 | $98.3M | $188.0M | ||
| Q1 25 | $87.1M | $224.0M | ||
| Q4 24 | $180.9M | $205.0M | ||
| Q3 24 | $180.2M | $291.0M | ||
| Q2 24 | $87.0M | — |
毛利率CASYSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | — |
营业利润率CASYSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 6.1% | 9.5% | ||
| Q3 25 | 6.1% | 8.3% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | 2.8% | 8.5% | ||
| Q4 24 | 6.1% | 8.5% | ||
| Q3 24 | 5.8% | 8.5% | ||
| Q2 24 | — | — |
净利率CASYSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 4.6% | 7.7% | ||
| Q3 25 | 4.7% | 6.6% | ||
| Q2 25 | 2.5% | 5.0% | ||
| Q1 25 | 2.2% | 5.9% | ||
| Q4 24 | 4.6% | 5.2% | ||
| Q3 24 | 4.4% | 8.7% | ||
| Q2 24 | 2.4% | — |
每股收益（稀释后）CASYSFD
| Q1 26 | — | — | ||
| Q4 25 | $5.53 | $0.83 | ||
| Q3 25 | $5.77 | $0.63 | ||
| Q2 25 | $2.63 | $0.48 | ||
| Q1 25 | $2.33 | $0.57 | ||
| Q4 24 | $4.85 | $0.54 | ||
| Q3 24 | $4.83 | $0.77 | ||
| Q2 24 | $2.34 | — |
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 | $492.0M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.8B | $6.9B |
| 总资产 | $8.6B | $12.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CASYSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $492.0M | — | ||
| Q3 25 | $458.1M | — | ||
| Q2 25 | $326.7M | — | ||
| Q1 25 | $394.8M | — | ||
| Q4 24 | $351.7M | — | ||
| Q3 24 | $305.0M | — | ||
| Q2 24 | $206.5M | — |
总债务CASYSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $2.4B | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.6B | — |
股东权益CASYSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $3.8B | $6.8B | ||
| Q3 25 | $3.6B | $6.5B | ||
| Q2 25 | $3.5B | $6.3B | ||
| Q1 25 | $3.4B | $6.2B | ||
| Q4 24 | $3.3B | $5.8B | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.0B | — |
总资产CASYSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $8.6B | $12.2B | ||
| Q3 25 | $8.4B | $11.5B | ||
| Q2 25 | $8.2B | $11.2B | ||
| Q1 25 | $8.2B | $11.1B | ||
| Q4 24 | $7.7B | $11.1B | ||
| Q3 24 | $6.5B | — | ||
| Q2 24 | $6.3B | — |
负债/权益比CASYSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | 0.69× | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.52× | — |
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 | $347.1M | — |
| 自由现金流经营现金流 - 资本支出 | $176.0M | — |
| 自由现金流率自由现金流/营收 | 3.9% | — |
| 资本支出强度资本支出/营收 | 3.8% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.68× | — |
| 过去12个月自由现金流最近4个季度 | $682.2M | — |
8季度趋势，按日历期对齐
经营现金流CASYSFD
| Q1 26 | — | — | ||
| Q4 25 | $347.1M | $938.0M | ||
| Q3 25 | $372.4M | $13.0M | ||
| Q2 25 | $333.9M | $274.0M | ||
| Q1 25 | $204.9M | $-166.0M | ||
| Q4 24 | $270.7M | — | ||
| Q3 24 | $281.4M | — | ||
| Q2 24 | $288.4M | — |
自由现金流CASYSFD
| Q1 26 | — | — | ||
| Q4 25 | $176.0M | $842.0M | ||
| Q3 25 | $262.4M | $-75.0M | ||
| Q2 25 | $153.1M | $196.0M | ||
| Q1 25 | $90.7M | $-245.0M | ||
| Q4 24 | $160.0M | — | ||
| Q3 24 | $180.8M | — | ||
| Q2 24 | $92.1M | — |
自由现金流率CASYSFD
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 19.9% | ||
| Q3 25 | 5.7% | -2.0% | ||
| Q2 25 | 3.8% | 5.2% | ||
| Q1 25 | 2.3% | -6.5% | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 2.6% | — |
资本支出强度CASYSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.8% | 2.3% | ||
| Q3 25 | 2.4% | 2.3% | ||
| Q2 25 | 4.5% | 2.1% | ||
| Q1 25 | 2.9% | 2.1% | ||
| Q4 24 | 2.8% | 2.1% | ||
| Q3 24 | 2.5% | 2.8% | ||
| Q2 24 | 5.5% | — |
现金转化率CASYSFD
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 2.87× | ||
| Q3 25 | 1.73× | 0.05× | ||
| Q2 25 | 3.40× | 1.46× | ||
| Q1 25 | 2.35× | -0.74× | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 1.56× | — | ||
| Q2 24 | 3.31× | — |
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
CASY
暂无分部数据
SFD
| Packaged Meats | $2.1B | 57% |
| Other | $863.0M | 23% |
| Hog Production | $769.0M | 20% |
| inter-segment sales eliminations | $19.0M | 1% |
