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阿特斯(CSIQ)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
阿特斯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 1.3%,领先5.3%)
阿特斯是全球领先的可再生能源企业,总部位于加拿大安大略省基奇纳。核心业务涵盖光伏组件制造、电池储能解决方案供应,以及大型公用事业级太阳能电站与储能项目的开发,业务布局覆盖全球主要能源市场。
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。
CSIQ vs SFD — 直观对比
营收规模更大
CSIQ
是对方的1.2倍
$3.8B
净利率更高
SFD
高出5.3%
1.3%
损益表 — Q3 FY2025 vs Q1 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $4.5B | $3.8B |
| 净利润 | $57.6M | $249.0M |
| 毛利率 | 17.5% | 13.4% |
| 营业利润率 | 2.2% | 8.8% |
| 净利率 | 1.3% | 6.6% |
| 营收同比 | — | 0.8% |
| 净利润同比 | — | 9.8% |
| 每股收益(稀释后) | — | — |
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
CSIQ
SFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | — | $4.2B | ||
| Q3 25 | $4.5B | $3.7B | ||
| Q2 25 | $3.0B | $3.8B | ||
| Q1 25 | $1.3B | $3.8B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | $5.9B | $3.3B | ||
| Q2 24 | $4.1B | — |
净利润
CSIQ
SFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | — | $327.0M | ||
| Q3 25 | $57.6M | $248.0M | ||
| Q2 25 | $63.6M | $188.0M | ||
| Q1 25 | $36.2M | $224.0M | ||
| Q4 24 | — | $205.0M | ||
| Q3 24 | $366.8M | $291.0M | ||
| Q2 24 | $304.4M | — |
毛利率
CSIQ
SFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | 17.5% | 12.8% | ||
| Q2 25 | 18.0% | 13.2% | ||
| Q1 25 | 19.0% | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | 18.0% | 14.3% | ||
| Q2 24 | 18.7% | — |
营业利润率
CSIQ
SFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | 2.2% | 8.3% | ||
| Q2 25 | 3.3% | 6.9% | ||
| Q1 25 | 3.7% | 8.5% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | 7.7% | 8.5% | ||
| Q2 24 | 9.1% | — |
净利率
CSIQ
SFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | 1.3% | 6.6% | ||
| Q2 25 | 2.1% | 5.0% | ||
| Q1 25 | 2.7% | 5.9% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | 6.2% | 8.7% | ||
| Q2 24 | 7.5% | — |
每股收益(稀释后)
CSIQ
SFD
| Q1 26 | — | — | ||
| Q4 25 | — | $0.83 | ||
| Q3 25 | — | $0.63 | ||
| Q2 25 | — | $0.48 | ||
| Q1 25 | — | $0.57 | ||
| Q4 24 | — | $0.54 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | — |
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 | $1.7B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.9B | $6.9B |
| 总资产 | $13.5B | $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
CSIQ
SFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — |
总债务
CSIQ
SFD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
CSIQ
SFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $3.9B | $6.5B | ||
| Q2 25 | $3.9B | $6.3B | ||
| Q1 25 | $3.9B | $6.2B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.7B | — |
总资产
CSIQ
SFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | — | $12.2B | ||
| Q3 25 | $13.5B | $11.5B | ||
| Q2 25 | $13.5B | $11.2B | ||
| Q1 25 | $13.5B | $11.1B | ||
| Q4 24 | — | $11.1B | ||
| Q3 24 | $11.9B | — | ||
| Q2 24 | $11.9B | — |
负债/权益比
CSIQ
SFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-187.7M | — |
| 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 | -3.26× | — |
| 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
CSIQ
SFD
| Q1 26 | — | — | ||
| Q4 25 | — | $938.0M | ||
| Q3 25 | $-187.7M | $13.0M | ||
| Q2 25 | — | $274.0M | ||
| Q1 25 | — | $-166.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流
CSIQ
SFD
| 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
CSIQ
SFD
| 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
CSIQ
SFD
| 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 | — | — |
现金转化率
CSIQ
SFD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.87× | ||
| Q3 25 | -3.26× | 0.05× | ||
| Q2 25 | — | 1.46× | ||
| Q1 25 | — | -0.74× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图