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科迪华（CTVA）与Champion Homes, Inc.（SKY）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Champion Homes, Inc.的6.0倍（$3.9B vs $656.6M）。Champion Homes, Inc.净利率更高（8.3% vs -14.1%，领先22.4%）。Champion Homes, Inc.同比增速更快（1.8% vs -1.7%）。科迪华自由现金流更多（$4.2B vs $92.9M）。过去两年Champion Homes, Inc.的营收复合增速更高（10.6% vs -6.7%）
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。
Champion Homes, Inc.是移动及模块化住宅制造企业，为北美头部模块化住宅建造商之一，业务覆盖美国及加拿大西部地区，提供工厂预制住宅产品，可满足不同场景的居住需求，凭借工业化生产优势保障住房品质与交付效率。
CTVA vs SKY — 直观对比
营收规模更大
CTVA
是对方的6.0倍
$656.6M
营收增速更快
SKY
高出3.5%
-1.7%
净利率更高
SKY
高出22.4%
-14.1%
自由现金流更多
CTVA
多$4.1B
$92.9M
两年增速更快
SKY
近两年复合增速
-6.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $656.6M |
| 净利润 | $-552.0M | $54.3M |
| 毛利率 | 42.4% | 26.2% |
| 营业利润率 | -13.6% | 9.5% |
| 净利率 | -14.1% | 8.3% |
| 营收同比 | -1.7% | 1.8% |
| 净利润同比 | -1246.3% | -11.7% |
| 每股收益（稀释后） | $-0.80 | $0.97 |
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CTVASKY
| Q4 25 | $3.9B | $656.6M | ||
| Q3 25 | $2.6B | $684.4M | ||
| Q2 25 | $6.5B | $701.3M | ||
| Q1 25 | $4.4B | $593.9M | ||
| Q4 24 | $4.0B | $644.9M | ||
| Q3 24 | $2.3B | $616.9M | ||
| Q2 24 | $6.1B | $627.8M | ||
| Q1 24 | $4.5B | $536.4M |
净利润CTVASKY
| Q4 25 | $-552.0M | $54.3M | ||
| Q3 25 | $-320.0M | $58.2M | ||
| Q2 25 | $1.3B | $64.7M | ||
| Q1 25 | $652.0M | $36.3M | ||
| Q4 24 | $-41.0M | $61.5M | ||
| Q3 24 | $-524.0M | $54.7M | ||
| Q2 24 | $1.1B | $45.8M | ||
| Q1 24 | $419.0M | $2.8M |
毛利率CTVASKY
| Q4 25 | 42.4% | 26.2% | ||
| Q3 25 | 37.2% | 27.5% | ||
| Q2 25 | 54.6% | 27.1% | ||
| Q1 25 | 47.0% | 25.7% | ||
| Q4 24 | 37.3% | 28.1% | ||
| Q3 24 | 32.7% | 27.0% | ||
| Q2 24 | 52.3% | 26.2% | ||
| Q1 24 | 43.2% | 18.3% |
营业利润率CTVASKY
| Q4 25 | -13.6% | 9.5% | ||
| Q3 25 | -14.1% | 10.9% | ||
| Q2 25 | 27.9% | 11.2% | ||
| Q1 25 | 17.7% | 7.1% | ||
| Q4 24 | 2.2% | 11.3% | ||
| Q3 24 | -27.2% | 10.8% | ||
| Q2 24 | 21.9% | 8.8% | ||
| Q1 24 | 10.7% | 1.4% |
净利率CTVASKY
| Q4 25 | -14.1% | 8.3% | ||
| Q3 25 | -12.2% | 8.5% | ||
| Q2 25 | 20.4% | 9.2% | ||
| Q1 25 | 14.8% | 6.1% | ||
| Q4 24 | -1.0% | 9.5% | ||
| Q3 24 | -22.5% | 8.9% | ||
| Q2 24 | 17.2% | 7.3% | ||
| Q1 24 | 9.3% | 0.5% |
每股收益（稀释后）CTVASKY
| Q4 25 | $-0.80 | $0.97 | ||
| Q3 25 | $-0.47 | $1.03 | ||
| Q2 25 | $1.92 | $1.13 | ||
| Q1 25 | $0.95 | $0.63 | ||
| Q4 24 | $-0.05 | $1.06 | ||
| Q3 24 | $-0.76 | $0.94 | ||
| Q2 24 | $1.51 | $0.79 | ||
| Q1 24 | $0.60 | $0.04 |
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 | $659.8M |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $24.1B | $1.6B |
| 总资产 | $42.8B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.07× | — |
8季度趋势，按日历期对齐
现金及短期投资CTVASKY
| Q4 25 | $4.5B | $659.8M | ||
| Q3 25 | $2.6B | $618.7M | ||
| Q2 25 | $2.1B | $605.3M | ||
| Q1 25 | $2.0B | $610.3M | ||
| Q4 24 | $3.2B | $581.8M | ||
| Q3 24 | $2.5B | $570.2M | ||
| Q2 24 | $2.0B | $548.9M | ||
| Q1 24 | $1.7B | $495.1M |
总债务CTVASKY
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
股东权益CTVASKY
| Q4 25 | $24.1B | $1.6B | ||
| Q3 25 | $25.2B | $1.6B | ||
| Q2 25 | $25.9B | $1.6B | ||
| Q1 25 | $24.3B | $1.5B | ||
| Q4 24 | $23.8B | $1.5B | ||
| Q3 24 | $24.7B | $1.5B | ||
| Q2 24 | $25.2B | $1.5B | ||
| Q1 24 | $24.8B | $1.4B |
总资产CTVASKY
| Q4 25 | $42.8B | $2.1B | ||
| Q3 25 | $42.2B | $2.1B | ||
| Q2 25 | $41.8B | $2.1B | ||
| Q1 25 | $42.1B | $2.1B | ||
| Q4 24 | $40.8B | $2.0B | ||
| Q3 24 | $41.9B | $2.0B | ||
| Q2 24 | $41.5B | $2.0B | ||
| Q1 24 | $43.6B | $1.9B |
负债/权益比CTVASKY
| Q4 25 | 0.07× | — | ||
| Q3 25 | 0.07× | — | ||
| Q2 25 | 0.07× | — | ||
| Q1 25 | 0.07× | — | ||
| Q4 24 | 0.08× | — | ||
| Q3 24 | 0.08× | — | ||
| Q2 24 | 0.10× | — | ||
| Q1 24 | 0.10× | — |
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 | $100.0M |
| 自由现金流经营现金流 - 资本支出 | $4.2B | $92.9M |
| 自由现金流率自由现金流/营收 | 106.2% | 14.1% |
| 资本支出强度资本支出/营收 | 5.7% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 1.84× |
| 过去12个月自由现金流最近4个季度 | $2.8B | $259.7M |
8季度趋势，按日历期对齐
经营现金流CTVASKY
| Q4 25 | $4.4B | $100.0M | ||
| Q3 25 | $193.0M | $75.9M | ||
| Q2 25 | $947.0M | $75.3M | ||
| Q1 25 | $-2.1B | $46.0M | ||
| Q4 24 | $4.2B | $50.4M | ||
| Q3 24 | $130.0M | $59.8M | ||
| Q2 24 | $451.0M | $84.6M | ||
| Q1 24 | $-2.6B | — |
自由现金流CTVASKY
| Q4 25 | $4.2B | $92.9M | ||
| Q3 25 | $36.0M | $67.0M | ||
| Q2 25 | $829.0M | $66.4M | ||
| Q1 25 | $-2.2B | $33.4M | ||
| Q4 24 | $4.0B | $37.3M | ||
| Q3 24 | $-24.0M | $45.7M | ||
| Q2 24 | $337.0M | $73.9M | ||
| Q1 24 | $-2.8B | — |
自由现金流率CTVASKY
| Q4 25 | 106.2% | 14.1% | ||
| Q3 25 | 1.4% | 9.8% | ||
| Q2 25 | 12.8% | 9.5% | ||
| Q1 25 | -49.9% | 5.6% | ||
| Q4 24 | 100.4% | 5.8% | ||
| Q3 24 | -1.0% | 7.4% | ||
| Q2 24 | 5.5% | 11.8% | ||
| Q1 24 | -61.4% | — |
资本支出强度CTVASKY
| Q4 25 | 5.7% | 1.1% | ||
| Q3 25 | 6.0% | 1.3% | ||
| Q2 25 | 1.8% | 1.3% | ||
| Q1 25 | 2.1% | 2.1% | ||
| Q4 24 | 4.6% | 2.0% | ||
| Q3 24 | 6.6% | 2.3% | ||
| Q2 24 | 1.9% | 1.7% | ||
| Q1 24 | 3.3% | — |
现金转化率CTVASKY
| Q4 25 | — | 1.84× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | 0.72× | 1.16× | ||
| Q1 25 | -3.23× | 1.27× | ||
| Q4 24 | — | 0.82× | ||
| Q3 24 | — | 1.09× | ||
| Q2 24 | 0.43× | 1.85× | ||
| 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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
