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DARLING INGREDIENTS INC.（DAR）与SiriusPoint Ltd（SPNT）财务数据对比。点击上方公司名可切换其他公司
DARLING INGREDIENTS INC.的季度营收约是SiriusPoint Ltd的1.6倍（$1.6B vs $973.7M），SiriusPoint Ltd净利率更高（25.1% vs 1.2%，领先23.8%），SiriusPoint Ltd同比增速更快（58.9% vs 10.0%），过去两年SiriusPoint Ltd的营收复合增速更高（19.2% vs -1.6%）
Darling Ingredients Inc.是全球领先的可持续天然原料生产商，将可食用及不可食用有机副产品加工为食品级营养成分、动物饲料添加剂、制药原料、生物燃料组分等高价值产品，服务全球食品、农业、制药、可再生能源领域客户。
SiriusPoint Ltd是一家总部位于百慕大彭布罗克的全球特种保险及再保险服务商，提供财产险、意外险、特种险种保障及另类资本解决方案，服务覆盖北美、欧洲、亚太等市场的商业客户与风险承担方，注重严谨核保与稳定的风险调整收益。
DAR vs SPNT — 直观对比
营收规模更大
DAR
是对方的1.6倍
$973.7M
营收增速更快
SPNT
高出48.9%
10.0%
净利率更高
SPNT
高出23.8%
1.2%
两年增速更快
SPNT
近两年复合增速
-1.6%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $973.7M |
| 净利润 | $19.4M | $244.1M |
| 毛利率 | 24.7% | — |
| 营业利润率 | 4.6% | 28.8% |
| 净利率 | 1.2% | 25.1% |
| 营收同比 | 10.0% | 58.9% |
| 净利润同比 | 14.2% | 1535.9% |
| 每股收益（稀释后） | $0.12 | $1.92 |
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DARSPNT
| Q4 25 | — | $973.7M | ||
| Q3 25 | $1.6B | $755.9M | ||
| Q2 25 | $1.5B | $748.2M | ||
| Q1 25 | $1.4B | $727.3M | ||
| Q4 24 | $1.4B | $612.8M | ||
| Q3 24 | $1.4B | $562.2M | ||
| Q2 24 | $1.5B | $743.3M | ||
| Q1 24 | $1.4B | $685.5M |
净利润DARSPNT
| Q4 25 | — | $244.1M | ||
| Q3 25 | $19.4M | $90.8M | ||
| Q2 25 | $12.7M | $63.2M | ||
| Q1 25 | $-26.2M | $61.6M | ||
| Q4 24 | $101.9M | $-17.0M | ||
| Q3 24 | $16.9M | $8.5M | ||
| Q2 24 | $78.9M | $113.9M | ||
| Q1 24 | $81.2M | $94.8M |
毛利率DARSPNT
| Q4 25 | — | — | ||
| Q3 25 | 24.7% | — | ||
| Q2 25 | 23.3% | — | ||
| Q1 25 | 22.6% | — | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 22.1% | — | ||
| Q2 24 | 22.5% | — | ||
| Q1 24 | 21.4% | — |
营业利润率DARSPNT
| Q4 25 | — | 28.8% | ||
| Q3 25 | 4.6% | 14.7% | ||
| Q2 25 | 5.1% | 10.0% | ||
| Q1 25 | 2.1% | 10.4% | ||
| Q4 24 | 8.6% | -2.1% | ||
| Q3 24 | 4.2% | 2.0% | ||
| Q2 24 | 10.2% | 17.4% | ||
| Q1 24 | 9.7% | 15.4% |
净利率DARSPNT
| Q4 25 | — | 25.1% | ||
| Q3 25 | 1.2% | 12.0% | ||
| Q2 25 | 0.9% | 8.4% | ||
| Q1 25 | -1.9% | 8.5% | ||
| Q4 24 | 7.2% | -2.8% | ||
| Q3 24 | 1.2% | 1.5% | ||
| Q2 24 | 5.4% | 15.3% | ||
| Q1 24 | 5.7% | 13.8% |
每股收益（稀释后）DARSPNT
| Q4 25 | — | $1.92 | ||
| Q3 25 | $0.12 | $0.73 | ||
| Q2 25 | $0.08 | $0.50 | ||
| Q1 25 | $-0.16 | $0.49 | ||
| Q4 24 | $0.63 | $-0.05 | ||
| Q3 24 | $0.11 | $0.03 | ||
| Q2 24 | $0.49 | $0.57 | ||
| Q1 24 | $0.50 | $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 | $91.5M | $731.2M |
| 总债务越低越好 | $4.0B | $688.6M |
| 股东权益账面价值 | $4.7B | $2.5B |
| 总资产 | $10.5B | $12.6B |
| 负债/权益比越低杠杆越低 | 0.86× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资DARSPNT
| Q4 25 | — | $731.2M | ||
| Q3 25 | $91.5M | $582.4M | ||
| Q2 25 | $94.6M | $732.4M | ||
| Q1 25 | $81.5M | $740.3M | ||
| Q4 24 | $76.0M | $682.0M | ||
| Q3 24 | $114.8M | $640.7M | ||
| Q2 24 | $121.6M | $598.1M | ||
| Q1 24 | $145.5M | $867.5M |
总债务DARSPNT
| Q4 25 | — | $688.6M | ||
| Q3 25 | $4.0B | $682.5M | ||
| Q2 25 | $3.9B | $678.4M | ||
| Q1 25 | $3.8B | $663.5M | ||
| Q4 24 | $3.9B | $639.1M | ||
| Q3 24 | $4.1B | $660.5M | ||
| Q2 24 | $4.3B | $648.6M | ||
| Q1 24 | $4.4B | $770.6M |
股东权益DARSPNT
| Q4 25 | — | $2.5B | ||
| Q3 25 | $4.7B | $2.2B | ||
| Q2 25 | $4.6B | $2.1B | ||
| Q1 25 | $4.4B | $2.0B | ||
| Q4 24 | $4.4B | $1.9B | ||
| Q3 24 | $4.6B | $2.7B | ||
| Q2 24 | $4.5B | $2.7B | ||
| Q1 24 | $4.6B | $2.6B |
总资产DARSPNT
| Q4 25 | — | $12.6B | ||
| Q3 25 | $10.5B | $12.5B | ||
| Q2 25 | $10.3B | $12.4B | ||
| Q1 25 | $10.0B | $12.3B | ||
| Q4 24 | $10.1B | $12.5B | ||
| Q3 24 | $10.6B | $12.7B | ||
| Q2 24 | $10.6B | $12.8B | ||
| Q1 24 | $10.9B | $13.1B |
负债/权益比DARSPNT
| Q4 25 | — | 0.28× | ||
| Q3 25 | 0.86× | 0.31× | ||
| Q2 25 | 0.85× | 0.32× | ||
| Q1 25 | 0.86× | 0.33× | ||
| Q4 24 | 0.89× | 0.33× | ||
| Q3 24 | 0.91× | 0.25× | ||
| Q2 24 | 0.97× | 0.24× | ||
| Q1 24 | 0.95× | 0.30× |
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 | $224.3M | $-26.4M |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 11.59× | -0.11× |
| 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DARSPNT
| Q4 25 | — | $-26.4M | ||
| Q3 25 | $224.3M | $155.6M | ||
| Q2 25 | $145.8M | $62.1M | ||
| Q1 25 | $249.0M | $-88.9M | ||
| Q4 24 | $154.4M | $107.7M | ||
| Q3 24 | $274.5M | $58.1M | ||
| Q2 24 | $146.5M | $-149.9M | ||
| Q1 24 | $263.9M | $58.8M |
现金转化率DARSPNT
| Q4 25 | — | -0.11× | ||
| Q3 25 | 11.59× | 1.71× | ||
| Q2 25 | 11.52× | 0.98× | ||
| Q1 25 | — | -1.44× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 16.19× | 6.84× | ||
| Q2 24 | 1.86× | -1.32× | ||
| Q1 24 | 3.25× | 0.62× |
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
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
SPNT
暂无分部数据
