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Concentrix Corp（CNXC）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Concentrix Corp的1.5倍（$3.8B vs $2.6B），史密斯菲尔德食品净利率更高（6.6% vs -57.9%，领先64.5%），Concentrix Corp同比增速更快（4.3% 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 3.1%）
Concentrix是总部位于美国加利福尼亚州纽瓦克的业务流程外包服务商，2006年起成为SYNNEX集团旗下子公司，2020年12月1日独立上市，2025年位列《财富》美国500强第426位，为全球客户提供专业的外包解决方案支持。
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。
CNXC vs SFD — 直观对比
营收规模更大
SFD
是对方的1.5倍
$2.6B
营收增速更快
CNXC
高出3.5%
0.8%
净利率更高
SFD
高出64.5%
-57.9%
两年增速更快
SFD
近两年复合增速
3.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $3.8B |
| 净利润 | $-1.5B | $249.0M |
| 毛利率 | 34.3% | 13.4% |
| 营业利润率 | -54.1% | 8.8% |
| 净利率 | -57.9% | 6.6% |
| 营收同比 | 4.3% | 0.8% |
| 净利润同比 | -1379.2% | 9.7% |
| 每股收益（稀释后） | $-23.37 | — |
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CNXCSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.5B | $3.7B | ||
| Q2 25 | $2.4B | $3.8B | ||
| Q1 25 | $2.4B | $3.8B | ||
| Q4 24 | $2.4B | $4.0B | ||
| Q3 24 | $2.4B | $3.3B | ||
| Q2 24 | $2.4B | $3.4B |
净利润CNXCSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $-1.5B | $327.0M | ||
| Q3 25 | $88.1M | $248.0M | ||
| Q2 25 | $42.1M | $188.0M | ||
| Q1 25 | $70.3M | $224.0M | ||
| Q4 24 | $115.7M | $205.0M | ||
| Q3 24 | $16.6M | $291.0M | ||
| Q2 24 | $66.8M | $301.0M |
毛利率CNXCSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 34.3% | 14.2% | ||
| Q3 25 | 34.4% | 12.8% | ||
| Q2 25 | 35.1% | 13.2% | ||
| Q1 25 | 36.1% | 13.5% | ||
| Q4 24 | 35.6% | 13.5% | ||
| Q3 24 | 36.2% | 14.3% | ||
| Q2 24 | 36.0% | 15.4% |
营业利润率CNXCSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | -54.1% | 9.5% | ||
| Q3 25 | 5.9% | 8.3% | ||
| Q2 25 | 6.1% | 6.9% | ||
| Q1 25 | 7.1% | 8.5% | ||
| Q4 24 | 5.9% | 8.5% | ||
| Q3 24 | 6.4% | 8.5% | ||
| Q2 24 | 6.3% | 9.8% |
净利率CNXCSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | -57.9% | 7.7% | ||
| Q3 25 | 3.5% | 6.6% | ||
| Q2 25 | 1.7% | 5.0% | ||
| Q1 25 | 3.0% | 5.9% | ||
| Q4 24 | 4.7% | 5.2% | ||
| Q3 24 | 0.7% | 8.7% | ||
| Q2 24 | 2.8% | 8.8% |
每股收益（稀释后）CNXCSFD
| Q1 26 | — | — | ||
| Q4 25 | $-23.37 | $0.83 | ||
| Q3 25 | $1.34 | $0.63 | ||
| Q2 25 | $0.63 | $0.48 | ||
| Q1 25 | $1.04 | $0.57 | ||
| Q4 24 | $1.72 | $0.54 | ||
| Q3 24 | $0.25 | $0.77 | ||
| Q2 24 | $0.98 | $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 | $327.3M | $1.4B |
| 总债务越低越好 | $4.6B | — |
| 股东权益账面价值 | $2.7B | $6.9B |
| 总资产 | $10.8B | $12.0B |
| 负债/权益比越低杠杆越低 | 1.67× | — |
8季度趋势，按日历期对齐
现金及短期投资CNXCSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $327.3M | — | ||
| Q3 25 | $350.3M | — | ||
| Q2 25 | $342.8M | — | ||
| Q1 25 | $308.0M | — | ||
| Q4 24 | $240.6M | — | ||
| Q3 24 | $246.2M | — | ||
| Q2 24 | $207.3M | — |
总债务CNXCSFD
| Q1 26 | — | — | ||
| Q4 25 | $4.6B | $2.0B | ||
| Q3 25 | $4.8B | $2.0B | ||
| Q2 25 | $4.9B | $2.0B | ||
| Q1 25 | $4.9B | $2.0B | ||
| Q4 24 | $4.7B | $2.0B | ||
| Q3 24 | $4.9B | — | ||
| Q2 24 | $4.9B | — |
股东权益CNXCSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $2.7B | $6.8B | ||
| Q3 25 | $4.3B | $6.5B | ||
| Q2 25 | $4.3B | $6.3B | ||
| Q1 25 | $4.0B | $6.2B | ||
| Q4 24 | $4.0B | $5.8B | ||
| Q3 24 | $4.2B | — | ||
| Q2 24 | $4.1B | — |
总资产CNXCSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $10.8B | $12.2B | ||
| Q3 25 | $12.4B | $11.5B | ||
| Q2 25 | $12.4B | $11.2B | ||
| Q1 25 | $11.9B | $11.1B | ||
| Q4 24 | $12.0B | $11.1B | ||
| Q3 24 | $12.2B | — | ||
| Q2 24 | $12.1B | — |
负债/权益比CNXCSFD
| Q1 26 | — | — | ||
| Q4 25 | 1.67× | 0.29× | ||
| Q3 25 | 1.10× | 0.31× | ||
| Q2 25 | 1.14× | 0.32× | ||
| Q1 25 | 1.22× | 0.32× | ||
| Q4 24 | 1.17× | 0.34× | ||
| Q3 24 | 1.18× | — | ||
| Q2 24 | 1.21× | — |
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 | $344.2M | — |
| 自由现金流经营现金流 - 资本支出 | $281.2M | — |
| 自由现金流率自由现金流/营收 | 11.0% | — |
| 资本支出强度资本支出/营收 | 2.5% | 2.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $572.5M | — |
8季度趋势，按日历期对齐
经营现金流CNXCSFD
| Q1 26 | — | — | ||
| Q4 25 | $344.2M | $938.0M | ||
| Q3 25 | $224.8M | $13.0M | ||
| Q2 25 | $236.5M | $274.0M | ||
| Q1 25 | $1.4M | $-166.0M | ||
| Q4 24 | $284.4M | — | ||
| Q3 24 | $191.6M | — | ||
| Q2 24 | $238.3M | — |
自由现金流CNXCSFD
| Q1 26 | — | — | ||
| Q4 25 | $281.2M | $842.0M | ||
| Q3 25 | $159.7M | $-75.0M | ||
| Q2 25 | $180.7M | $196.0M | ||
| Q1 25 | $-49.2M | $-245.0M | ||
| Q4 24 | $224.5M | — | ||
| Q3 24 | $128.9M | — | ||
| Q2 24 | $178.3M | — |
自由现金流率CNXCSFD
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 19.9% | ||
| Q3 25 | 6.4% | -2.0% | ||
| Q2 25 | 7.5% | 5.2% | ||
| Q1 25 | -2.1% | -6.5% | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 7.5% | — |
资本支出强度CNXCSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 2.5% | 2.3% | ||
| Q3 25 | 2.6% | 2.3% | ||
| Q2 25 | 2.3% | 2.1% | ||
| Q1 25 | 2.1% | 2.1% | ||
| Q4 24 | 2.4% | 2.1% | ||
| Q3 24 | 2.6% | 2.8% | ||
| Q2 24 | 2.5% | 2.3% |
现金转化率CNXCSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.87× | ||
| Q3 25 | 2.55× | 0.05× | ||
| Q2 25 | 5.62× | 1.46× | ||
| Q1 25 | 0.02× | -0.74× | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 11.52× | — | ||
| Q2 24 | 3.57× | — |
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
CNXC
| Technology And Consumer Electronics | $675.1M | 26% |
| Retail Travel And Ecommerce | $643.4M | 25% |
| Communications And Media | $417.2M | 16% |
| Banking Financial Services And Insurance | $402.6M | 16% |
| Other Industries | $229.7M | 9% |
| Other | $185.0M | 7% |
SFD
暂无分部数据
