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科迪华（CTVA）与JELD-WEN Holding, Inc.（JELD）财务数据对比。点击上方公司名可切换其他公司
科迪华的季度营收约是JELD-WEN Holding, Inc.的4.9倍（$3.9B vs $802.0M）。JELD-WEN Holding, Inc.净利率更高（-5.2% vs -14.1%，领先8.9%）。科迪华同比增速更快（-1.7% vs -10.5%）。科迪华自由现金流更多（$4.2B vs $3.4M）。过去两年科迪华的营收复合增速更高（-6.7% vs -8.6%）
科迪华是一家美国农业科技企业，主营种子与作物保护产品，涵盖除草剂、杀虫剂、杀菌剂及生物制剂，业务覆盖全球110个国家，总部位于印第安纳州印第安纳波利斯，旗下大部分种子产品以先锋良种国际品牌销售。
JELD-WEN是一家总部位于美国北卡罗来纳州夏洛特的企业，在全球19个国家运营着超过120家生产基地。公司主营设计、生产并销售室内外门窗、各类材质窗品、墙体系统、淋浴隔断、衣帽间系统等建筑部件，产品广泛应用于住宅与非住宅建筑的新建、维修及改造工程。
CTVA vs JELD — 直观对比
营收规模更大
CTVA
是对方的4.9倍
$802.0M
营收增速更快
CTVA
高出8.8%
-10.5%
净利率更高
JELD
高出8.9%
-14.1%
自由现金流更多
CTVA
多$4.1B
$3.4M
两年增速更快
CTVA
近两年复合增速
-8.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $802.0M |
| 净利润 | $-552.0M | $-41.9M |
| 毛利率 | 42.4% | 14.7% |
| 营业利润率 | -13.6% | -1.8% |
| 净利率 | -14.1% | -5.2% |
| 营收同比 | -1.7% | -10.5% |
| 净利润同比 | -1246.3% | 38.7% |
| 每股收益（稀释后） | $-0.80 | $-0.50 |
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CTVAJELD
| Q4 25 | $3.9B | $802.0M | ||
| Q3 25 | $2.6B | $809.5M | ||
| Q2 25 | $6.5B | $823.7M | ||
| Q1 25 | $4.4B | $776.0M | ||
| Q4 24 | $4.0B | $895.7M | ||
| Q3 24 | $2.3B | $934.7M | ||
| Q2 24 | $6.1B | $986.0M | ||
| Q1 24 | $4.5B | $959.1M |
净利润CTVAJELD
| Q4 25 | $-552.0M | $-41.9M | ||
| Q3 25 | $-320.0M | $-367.6M | ||
| Q2 25 | $1.3B | $-21.5M | ||
| Q1 25 | $652.0M | $-190.1M | ||
| Q4 24 | $-41.0M | $-68.4M | ||
| Q3 24 | $-524.0M | $-74.4M | ||
| Q2 24 | $1.1B | $-18.5M | ||
| Q1 24 | $419.0M | $-27.7M |
毛利率CTVAJELD
| Q4 25 | 42.4% | 14.7% | ||
| Q3 25 | 37.2% | 17.4% | ||
| Q2 25 | 54.6% | 17.4% | ||
| Q1 25 | 47.0% | 14.4% | ||
| Q4 24 | 37.3% | 16.4% | ||
| Q3 24 | 32.7% | 19.2% | ||
| Q2 24 | 52.3% | 19.3% | ||
| Q1 24 | 43.2% | 18.0% |
营业利润率CTVAJELD
| Q4 25 | -13.6% | -1.8% | ||
| Q3 25 | -14.1% | -25.0% | ||
| Q2 25 | 27.9% | -1.7% | ||
| Q1 25 | 17.7% | -23.8% | ||
| Q4 24 | 2.2% | -5.7% | ||
| Q3 24 | -27.2% | -5.6% | ||
| Q2 24 | 21.9% | 0.5% | ||
| Q1 24 | 10.7% | -2.9% |
净利率CTVAJELD
| Q4 25 | -14.1% | -5.2% | ||
| Q3 25 | -12.2% | -45.4% | ||
| Q2 25 | 20.4% | -2.6% | ||
| Q1 25 | 14.8% | -24.5% | ||
| Q4 24 | -1.0% | -7.6% | ||
| Q3 24 | -22.5% | -8.0% | ||
| Q2 24 | 17.2% | -1.9% | ||
| Q1 24 | 9.3% | -2.9% |
每股收益（稀释后）CTVAJELD
| Q4 25 | $-0.80 | $-0.50 | ||
| Q3 25 | $-0.47 | $-4.30 | ||
| Q2 25 | $1.92 | $-0.25 | ||
| Q1 25 | $0.95 | $-2.24 | ||
| Q4 24 | $-0.05 | $-0.80 | ||
| Q3 24 | $-0.76 | $-0.88 | ||
| Q2 24 | $1.51 | $-0.22 | ||
| Q1 24 | $0.60 | $-0.32 |
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 | $4.5B | $136.1M |
| 总债务越低越好 | $1.7B | $1.1B |
| 股东权益账面价值 | $24.1B | $92.2M |
| 总资产 | $42.8B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.07× | 12.47× |
8季度趋势，按日历期对齐
现金及短期投资CTVAJELD
| Q4 25 | $4.5B | $136.1M | ||
| Q3 25 | $2.6B | $106.7M | ||
| Q2 25 | $2.1B | $134.1M | ||
| Q1 25 | $2.0B | $132.5M | ||
| Q4 24 | $3.2B | $150.3M | ||
| Q3 24 | $2.5B | $208.5M | ||
| Q2 24 | $2.0B | $212.8M | ||
| Q1 24 | $1.7B | $234.5M |
总债务CTVAJELD
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.8B | $1.2B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $2.5B | $1.2B | ||
| Q1 24 | $2.5B | $1.2B |
股东权益CTVAJELD
| Q4 25 | $24.1B | $92.2M | ||
| Q3 25 | $25.2B | $113.9M | ||
| Q2 25 | $25.9B | $477.1M | ||
| Q1 25 | $24.3B | $452.1M | ||
| Q4 24 | $23.8B | $620.1M | ||
| Q3 24 | $24.7B | $720.3M | ||
| Q2 24 | $25.2B | $770.0M | ||
| Q1 24 | $24.8B | $811.5M |
总资产CTVAJELD
| Q4 25 | $42.8B | $2.1B | ||
| Q3 25 | $42.2B | $2.2B | ||
| Q2 25 | $41.8B | $2.5B | ||
| Q1 25 | $42.1B | $2.4B | ||
| Q4 24 | $40.8B | $2.6B | ||
| Q3 24 | $41.9B | $2.8B | ||
| Q2 24 | $41.5B | $2.9B | ||
| Q1 24 | $43.6B | $2.9B |
负债/权益比CTVAJELD
| Q4 25 | 0.07× | 12.47× | ||
| Q3 25 | 0.07× | 10.14× | ||
| Q2 25 | 0.07× | 2.42× | ||
| Q1 25 | 0.07× | 2.56× | ||
| Q4 24 | 0.08× | 1.86× | ||
| Q3 24 | 0.08× | 1.64× | ||
| Q2 24 | 0.10× | 1.53× | ||
| Q1 24 | 0.10× | 1.46× |
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 | $4.4B | $32.8M |
| 自由现金流经营现金流 - 资本支出 | $4.2B | $3.4M |
| 自由现金流率自由现金流/营收 | 106.2% | 0.4% |
| 资本支出强度资本支出/营收 | 5.7% | 3.7% |
| 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 | $2.8B | $-124.6M |
8季度趋势，按日历期对齐
经营现金流CTVAJELD
| Q4 25 | $4.4B | $32.8M | ||
| Q3 25 | $193.0M | $11.2M | ||
| Q2 25 | $947.0M | $34.6M | ||
| Q1 25 | $-2.1B | $-83.5M | ||
| Q4 24 | $4.2B | $28.2M | ||
| Q3 24 | $130.0M | $37.6M | ||
| Q2 24 | $451.0M | $51.4M | ||
| Q1 24 | $-2.6B | $-11.0M |
自由现金流CTVAJELD
| Q4 25 | $4.2B | $3.4M | ||
| Q3 25 | $36.0M | $-13.1M | ||
| Q2 25 | $829.0M | $5.3M | ||
| Q1 25 | $-2.2B | $-120.3M | ||
| Q4 24 | $4.0B | $-23.9M | ||
| Q3 24 | $-24.0M | $-4.3M | ||
| Q2 24 | $337.0M | $14.7M | ||
| Q1 24 | $-2.8B | $-42.2M |
自由现金流率CTVAJELD
| Q4 25 | 106.2% | 0.4% | ||
| Q3 25 | 1.4% | -1.6% | ||
| Q2 25 | 12.8% | 0.6% | ||
| Q1 25 | -49.9% | -15.5% | ||
| Q4 24 | 100.4% | -2.7% | ||
| Q3 24 | -1.0% | -0.5% | ||
| Q2 24 | 5.5% | 1.5% | ||
| Q1 24 | -61.4% | -4.4% |
资本支出强度CTVAJELD
| Q4 25 | 5.7% | 3.7% | ||
| Q3 25 | 6.0% | 3.0% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 2.1% | 4.7% | ||
| Q4 24 | 4.6% | 5.8% | ||
| Q3 24 | 6.6% | 4.5% | ||
| Q2 24 | 1.9% | 3.7% | ||
| Q1 24 | 3.3% | 3.3% |
现金转化率CTVAJELD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | -3.23× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | -6.23× | — |
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
CTVA
| Corn | $1.4B | 35% |
| Herbicides | $1.1B | 27% |
| Insecticides | $488.0M | 12% |
| Fungicides | $272.0M | 7% |
| Biologicals | $191.0M | 5% |
| Soybean | $164.0M | 4% |
| Other | $160.0M | 4% |
| Otheroilseeds | $94.0M | 2% |
JELD
| North America Segment | $522.0M | 65% |
| Europe Segment | $280.0M | 35% |
