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阿特斯（CSIQ）与J.M. Smucker Company (The)（SJM）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J.M. Smucker Company (The)的1.9倍（$4.5B vs $2.3B），J.M. Smucker Company (The)净利率更高（10.4% vs 1.3%，领先9.1%）
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。
J.M.斯马克公司是美国食品饮料生产企业，总部位于俄亥俄州奥维尔，1897年成立之初主营苹果酱生产，目前旗下设消费食品、宠物食品、咖啡三大业务板块，核心品牌Smucker's主打果酱、花生酱、糖浆、无皮冷冻三明治、冰淇淋顶料等产品。
CSIQ vs SJM — 直观对比
营收规模更大
CSIQ
是对方的1.9倍
$2.3B
净利率更高
SJM
高出9.1%
1.3%
损益表 — Q3 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.3B |
| 净利润 | $57.6M | $241.3M |
| 毛利率 | 17.5% | 37.3% |
| 营业利润率 | 2.2% | 18.0% |
| 净利率 | 1.3% | 10.4% |
| 营收同比 | — | 2.6% |
| 净利润同比 | — | 1084.9% |
| 每股收益（稀释后） | — | $2.26 |
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CSIQSJM
| Q4 25 | — | $2.3B | ||
| Q3 25 | $4.5B | $2.1B | ||
| Q2 25 | $3.0B | $2.1B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $5.9B | $2.1B | ||
| Q2 24 | $4.1B | $2.2B | ||
| Q1 24 | — | $2.2B |
净利润CSIQSJM
| Q4 25 | — | $241.3M | ||
| Q3 25 | $57.6M | $-43.9M | ||
| Q2 25 | $63.6M | $-729.0M | ||
| Q1 25 | $36.2M | $-662.3M | ||
| Q4 24 | — | $-24.5M | ||
| Q3 24 | $366.8M | $185.0M | ||
| Q2 24 | $304.4M | $245.1M | ||
| Q1 24 | — | $120.4M |
毛利率CSIQSJM
| Q4 25 | — | 37.3% | ||
| Q3 25 | 17.5% | 22.5% | ||
| Q2 25 | 18.0% | 38.4% | ||
| Q1 25 | 19.0% | 40.2% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | 18.0% | 37.5% | ||
| Q2 24 | 18.7% | 41.4% | ||
| Q1 24 | — | 36.9% |
营业利润率CSIQSJM
| Q4 25 | — | 18.0% | ||
| Q3 25 | 2.2% | 2.2% | ||
| Q2 25 | 3.3% | -27.9% | ||
| Q1 25 | 3.7% | -27.2% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 7.7% | 16.4% | ||
| Q2 24 | 9.1% | 18.4% | ||
| Q1 24 | — | 13.3% |
净利率CSIQSJM
| Q4 25 | — | 10.4% | ||
| Q3 25 | 1.3% | -2.1% | ||
| Q2 25 | 2.1% | -34.0% | ||
| Q1 25 | 2.7% | -30.3% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 6.2% | 8.7% | ||
| Q2 24 | 7.5% | 11.1% | ||
| Q1 24 | — | 5.4% |
每股收益（稀释后）CSIQSJM
| Q4 25 | — | $2.26 | ||
| Q3 25 | — | $-0.41 | ||
| Q2 25 | — | $-6.86 | ||
| Q1 25 | — | $-6.22 | ||
| Q4 24 | — | $-0.23 | ||
| Q3 24 | — | $1.74 | ||
| Q2 24 | — | $2.31 | ||
| Q1 24 | — | $1.13 |
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 | — |
| 总债务越低越好 | — | $7.0B |
| 股东权益账面价值 | $3.9B | $6.1B |
| 总资产 | $13.5B | $17.6B |
| 负债/权益比越低杠杆越低 | — | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资CSIQSJM
| Q4 25 | — | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | — | — |
总债务CSIQSJM
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $7.0B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $7.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | — | $7.8B | ||
| Q2 24 | — | $7.8B | ||
| Q1 24 | — | $8.1B |
股东权益CSIQSJM
| Q4 25 | — | $6.1B | ||
| Q3 25 | $3.9B | $5.9B | ||
| Q2 25 | $3.9B | $6.1B | ||
| Q1 25 | $3.9B | $6.9B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | $3.7B | $7.8B | ||
| Q2 24 | $3.7B | $7.7B | ||
| Q1 24 | — | $7.6B |
总资产CSIQSJM
| Q4 25 | — | $17.6B | ||
| Q3 25 | $13.5B | $17.7B | ||
| Q2 25 | $13.5B | $17.6B | ||
| Q1 25 | $13.5B | $18.4B | ||
| Q4 24 | — | $20.0B | ||
| Q3 24 | $11.9B | $20.3B | ||
| Q2 24 | $11.9B | $20.3B | ||
| Q1 24 | — | $20.2B |
负债/权益比CSIQSJM
| Q4 25 | — | 1.16× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.07× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 1.00× | ||
| Q2 24 | — | 1.01× | ||
| Q1 24 | — | 1.07× |
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 | $346.5M |
| 自由现金流经营现金流 - 资本支出 | — | $280.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | -3.26× | 1.44× |
| 过去12个月自由现金流最近4个季度 | — | $635.5M |
8季度趋势，按日历期对齐
经营现金流CSIQSJM
| Q4 25 | — | $346.5M | ||
| Q3 25 | $-187.7M | $-10.6M | ||
| Q2 25 | — | $393.9M | ||
| Q1 25 | — | $239.4M | ||
| Q4 24 | — | $404.2M | ||
| Q3 24 | — | $172.9M | ||
| Q2 24 | — | $428.1M | ||
| Q1 24 | — | $406.5M |
自由现金流CSIQSJM
| Q4 25 | — | $280.2M | ||
| Q3 25 | — | $-94.9M | ||
| Q2 25 | — | $298.9M | ||
| Q1 25 | — | $151.3M | ||
| Q4 24 | — | $317.2M | ||
| Q3 24 | — | $49.2M | ||
| Q2 24 | — | $297.5M | ||
| Q1 24 | — | $249.6M |
自由现金流率CSIQSJM
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | -4.5% | ||
| Q2 25 | — | 13.9% | ||
| Q1 25 | — | 6.9% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 13.5% | ||
| Q1 24 | — | 11.2% |
资本支出强度CSIQSJM
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 4.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 7.0% |
现金转化率CSIQSJM
| Q4 25 | — | 1.44× | ||
| Q3 25 | -3.26× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.93× | ||
| Q2 24 | — | 1.75× | ||
| Q1 24 | — | 3.38× |
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
CSIQ
暂无分部数据
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
