vs
CSX Corporation（CSX）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CSX Corporation的1.1倍（$3.8B vs $3.5B），CSX Corporation净利率更高（23.2% vs 6.6%，领先16.6%），CSX Corporation同比增速更快（1.7% vs 0.8%），过去两年史密斯菲尔德食品的营收复合增速更高（6.8% vs -3.0%）
CSX运输是美国一级货运铁路企业，业务覆盖美国东部区域及加拿大安大略省、魁北克省，运营铁路总里程约3.4万公里，隶属于总部位于佛罗里达州杰克逊维尔市的财富500强企业CSX Corporation，是其旗下核心子公司。
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。
CSX vs SFD — 直观对比
营收规模更大
SFD
是对方的1.1倍
$3.5B
营收增速更快
CSX
高出1.0%
0.8%
净利率更高
CSX
高出16.6%
6.6%
两年增速更快
SFD
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $3.8B |
| 净利润 | $807.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 36.0% | 8.8% |
| 净利率 | 23.2% | 6.6% |
| 营收同比 | 1.7% | 0.8% |
| 净利润同比 | 24.9% | 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CSXSFD
| Q1 26 | $3.5B | $3.8B | ||
| Q4 25 | $3.5B | $4.2B | ||
| Q3 25 | $3.6B | $3.7B | ||
| Q2 25 | $3.6B | $3.8B | ||
| Q1 25 | $3.4B | $3.8B | ||
| Q4 24 | $3.5B | $4.0B | ||
| Q3 24 | $3.6B | $3.3B | ||
| Q2 24 | $3.7B | — |
净利润CSXSFD
| Q1 26 | $807.0M | $249.0M | ||
| Q4 25 | $720.0M | $327.0M | ||
| Q3 25 | $694.0M | $248.0M | ||
| Q2 25 | $829.0M | $188.0M | ||
| Q1 25 | $646.0M | $224.0M | ||
| Q4 24 | $720.0M | $205.0M | ||
| Q3 24 | $894.0M | $291.0M | ||
| Q2 24 | $963.0M | — |
毛利率CSXSFD
| 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CSXSFD
| Q1 26 | 36.0% | 8.8% | ||
| Q4 25 | 31.6% | 9.5% | ||
| Q3 25 | 30.3% | 8.3% | ||
| Q2 25 | 35.9% | 6.9% | ||
| Q1 25 | 30.4% | 8.5% | ||
| Q4 24 | 30.8% | 8.5% | ||
| Q3 24 | 37.4% | 8.5% | ||
| Q2 24 | 39.1% | — |
净利率CSXSFD
| Q1 26 | 23.2% | 6.6% | ||
| Q4 25 | 20.5% | 7.7% | ||
| Q3 25 | 19.3% | 6.6% | ||
| Q2 25 | 23.2% | 5.0% | ||
| Q1 25 | 18.9% | 5.9% | ||
| Q4 24 | 20.3% | 5.2% | ||
| Q3 24 | 24.7% | 8.7% | ||
| Q2 24 | 26.0% | — |
每股收益（稀释后）CSXSFD
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $0.83 | ||
| Q3 25 | $0.37 | $0.63 | ||
| Q2 25 | $0.44 | $0.48 | ||
| Q1 25 | $0.34 | $0.57 | ||
| Q4 24 | $0.38 | $0.54 | ||
| Q3 24 | $0.46 | $0.77 | ||
| Q2 24 | $0.49 | — |
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 | $1.1B | $1.4B |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $6.9B |
| 总资产 | $44.2B | $12.0B |
| 负债/权益比越低杠杆越低 | 1.39× | — |
8季度趋势，按日历期对齐
现金及短期投资CSXSFD
| Q1 26 | $1.1B | $1.4B | ||
| Q4 25 | $5.0M | — | ||
| Q3 25 | $6.0M | — | ||
| Q2 25 | $6.0M | — | ||
| Q1 25 | $8.0M | — | ||
| Q4 24 | $72.0M | — | ||
| Q3 24 | $12.0M | — | ||
| Q2 24 | $4.0M | — |
总债务CSXSFD
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $2.0B | ||
| Q3 25 | $18.6B | $2.0B | ||
| Q2 25 | $18.6B | $2.0B | ||
| Q1 25 | $18.5B | $2.0B | ||
| Q4 24 | $17.9B | $2.0B | ||
| Q3 24 | $18.5B | — | ||
| Q2 24 | $18.0B | — |
股东权益CSXSFD
| Q1 26 | $13.6B | $6.9B | ||
| Q4 25 | $13.2B | $6.8B | ||
| Q3 25 | $12.8B | $6.5B | ||
| Q2 25 | $12.4B | $6.3B | ||
| Q1 25 | $12.2B | $6.2B | ||
| Q4 24 | $12.5B | $5.8B | ||
| Q3 24 | $12.9B | — | ||
| Q2 24 | $12.6B | — |
总资产CSXSFD
| Q1 26 | $44.2B | $12.0B | ||
| Q4 25 | $43.7B | $12.2B | ||
| Q3 25 | $43.3B | $11.5B | ||
| Q2 25 | $42.9B | $11.2B | ||
| Q1 25 | $43.2B | $11.1B | ||
| Q4 24 | $42.8B | $11.1B | ||
| Q3 24 | $43.1B | — | ||
| Q2 24 | $42.4B | — |
负债/权益比CSXSFD
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 0.29× | ||
| Q3 25 | 1.45× | 0.31× | ||
| Q2 25 | 1.50× | 0.32× | ||
| Q1 25 | 1.52× | 0.32× | ||
| Q4 24 | 1.43× | 0.34× | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.42× | — |
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 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | $793.0M | — |
| 自由现金流率自由现金流/营收 | 22.8% | — |
| 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 | 1.58× | — |
| 过去12个月自由现金流最近4个季度 | $2.0B | — |
8季度趋势，按日历期对齐
经营现金流CSXSFD
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $938.0M | ||
| Q3 25 | $1.3B | $13.0M | ||
| Q2 25 | $635.0M | $274.0M | ||
| Q1 25 | $1.3B | $-166.0M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.1B | — |
自由现金流CSXSFD
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $842.0M | ||
| Q3 25 | $607.0M | $-75.0M | ||
| Q2 25 | $-141.0M | $196.0M | ||
| Q1 25 | $536.0M | $-245.0M | ||
| Q4 24 | $550.0M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $547.0M | — |
自由现金流率CSXSFD
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 19.9% | ||
| Q3 25 | 16.9% | -2.0% | ||
| Q2 25 | -3.9% | 5.2% | ||
| Q1 25 | 15.7% | -6.5% | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | 29.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度CSXSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 19.3% | 2.3% | ||
| Q3 25 | 20.4% | 2.3% | ||
| Q2 25 | 21.7% | 2.1% | ||
| Q1 25 | 21.0% | 2.1% | ||
| Q4 24 | 23.7% | 2.1% | ||
| Q3 24 | 17.3% | 2.8% | ||
| Q2 24 | 14.6% | — |
现金转化率CSXSFD
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 2.87× | ||
| Q3 25 | 1.93× | 0.05× | ||
| Q2 25 | 0.77× | 1.46× | ||
| Q1 25 | 1.94× | -0.74× | ||
| Q4 24 | 1.93× | — | ||
| Q3 24 | 1.89× | — | ||
| Q2 24 | 1.13× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
