vs
Citizens Financial Group（CFG）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
史密斯菲尔德食品的季度营收约是Citizens Financial Group的1.8倍（$3.8B vs $2.2B），Citizens Financial Group净利率更高（24.5% vs 6.6%，领先17.9%），Citizens Financial Group同比增速更快（8.6% vs 0.8%），过去两年史密斯菲尔德食品的营收复合增速更高（5.5% vs 4.9%）
Citizens Financial Group, Inc.是美国银行控股企业，总部位于罗德岛州普罗维登斯，旗下拥有Citizens Bank国民银行，业务覆盖康涅狄格、特拉华、佛罗里达、纽约等十余个美国州份及华盛顿特区，为当地客户提供各类银行金融服务。
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。
CFG vs SFD — 直观对比
营收规模更大
SFD
是对方的1.8倍
$2.2B
营收增速更快
CFG
高出7.8%
0.8%
净利率更高
CFG
高出17.9%
6.6%
两年增速更快
SFD
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.8B |
| 净利润 | $528.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 31.4% | 8.8% |
| 净利率 | 24.5% | 6.6% |
| 营收同比 | 8.6% | 0.8% |
| 净利润同比 | 31.7% | 9.7% |
| 每股收益（稀释后） | $1.12 | — |
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CFGSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.2B | $4.2B | ||
| Q3 25 | $2.1B | $3.7B | ||
| Q2 25 | $2.0B | $3.8B | ||
| Q1 25 | $1.9B | $3.8B | ||
| Q4 24 | $2.0B | $4.0B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | $2.0B | $3.4B |
净利润CFGSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $528.0M | $327.0M | ||
| Q3 25 | $494.0M | $248.0M | ||
| Q2 25 | $436.0M | $188.0M | ||
| Q1 25 | $373.0M | $224.0M | ||
| Q4 24 | $401.0M | $205.0M | ||
| Q3 24 | $382.0M | $291.0M | ||
| Q2 24 | $392.0M | $301.0M |
毛利率CFGSFD
| 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 | — | 15.4% |
营业利润率CFGSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 31.4% | 9.5% | ||
| Q3 25 | 29.7% | 8.3% | ||
| Q2 25 | 27.2% | 6.9% | ||
| Q1 25 | 24.2% | 8.5% | ||
| Q4 24 | 25.6% | 8.5% | ||
| Q3 24 | 24.7% | 8.5% | ||
| Q2 24 | 24.5% | 9.8% |
净利率CFGSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 24.5% | 7.7% | ||
| Q3 25 | 23.3% | 6.6% | ||
| Q2 25 | 21.4% | 5.0% | ||
| Q1 25 | 19.3% | 5.9% | ||
| Q4 24 | 20.2% | 5.2% | ||
| Q3 24 | 20.1% | 8.7% | ||
| Q2 24 | 20.0% | 8.8% |
每股收益（稀释后）CFGSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.12 | $0.83 | ||
| Q3 25 | $1.05 | $0.63 | ||
| Q2 25 | $0.92 | $0.48 | ||
| Q1 25 | $0.77 | $0.57 | ||
| Q4 24 | $0.83 | $0.54 | ||
| Q3 24 | $0.77 | $0.77 | ||
| Q2 24 | $0.78 | $0.79 |
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 | — | $1.4B |
| 总债务越低越好 | $11.2B | — |
| 股东权益账面价值 | $26.3B | $6.9B |
| 总资产 | $226.4B | $12.0B |
| 负债/权益比越低杠杆越低 | 0.43× | — |
8季度趋势，按日历期对齐
现金及短期投资CFGSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务CFGSFD
| Q1 26 | — | — | ||
| Q4 25 | $11.2B | $2.0B | ||
| Q3 25 | $10.4B | $2.0B | ||
| Q2 25 | $12.5B | $2.0B | ||
| Q1 25 | $12.3B | $2.0B | ||
| Q4 24 | $12.4B | $2.0B | ||
| Q3 24 | $13.9B | — | ||
| Q2 24 | $13.1B | — |
股东权益CFGSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $26.3B | $6.8B | ||
| Q3 25 | $25.8B | $6.5B | ||
| Q2 25 | $25.2B | $6.3B | ||
| Q1 25 | $24.9B | $6.2B | ||
| Q4 24 | $24.3B | $5.8B | ||
| Q3 24 | $24.9B | — | ||
| Q2 24 | $23.9B | — |
总资产CFGSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $226.4B | $12.2B | ||
| Q3 25 | $222.7B | $11.5B | ||
| Q2 25 | $218.3B | $11.2B | ||
| Q1 25 | $220.1B | $11.1B | ||
| Q4 24 | $217.5B | $11.1B | ||
| Q3 24 | $219.7B | — | ||
| Q2 24 | $219.9B | — |
负债/权益比CFGSFD
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 0.29× | ||
| Q3 25 | 0.40× | 0.31× | ||
| Q2 25 | 0.50× | 0.32× | ||
| Q1 25 | 0.49× | 0.32× | ||
| Q4 24 | 0.51× | 0.34× | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 0.55× | — |
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 | $2.2B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 4.19× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CFGSFD
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $938.0M | ||
| Q3 25 | $1.7B | $13.0M | ||
| Q2 25 | $886.0M | $274.0M | ||
| Q1 25 | $-213.0M | $-166.0M | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $130.0M | — | ||
| Q2 24 | $834.0M | — |
自由现金流CFGSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $842.0M | ||
| Q3 25 | — | $-75.0M | ||
| Q2 25 | — | $196.0M | ||
| Q1 25 | — | $-245.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率CFGSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | -2.0% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -6.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度CFGSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 2.3% |
现金转化率CFGSFD
| Q1 26 | — | — | ||
| Q4 25 | 4.19× | 2.87× | ||
| Q3 25 | 3.43× | 0.05× | ||
| Q2 25 | 2.03× | 1.46× | ||
| Q1 25 | -0.57× | -0.74× | ||
| Q4 24 | 4.99× | — | ||
| Q3 24 | 0.34× | — | ||
| Q2 24 | 2.13× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
