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易贝（EBAY）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易贝的1.3倍（$3.8B vs $3.0B），易贝净利率更高（17.8% vs 6.6%，领先11.3%），易贝同比增速更快（15.0% vs 0.8%），过去两年易贝的营收复合增速更高（7.7% vs 5.5%）
eBay是总部位于美国加利福尼亚州圣何塞的跨国电商企业，1995年9月由皮埃尔·奥米迪亚创立。其业务覆盖全球190个市场，旗下线上平台支持拍卖及“立即购买”两种销售模式，消费者可便捷选购各类商品，平台会在卖家完成交易后收取相应佣金。
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。
EBAY vs SFD — 直观对比
营收规模更大
SFD
是对方的1.3倍
$3.0B
营收增速更快
EBAY
高出14.2%
0.8%
净利率更高
EBAY
高出11.3%
6.6%
两年增速更快
EBAY
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.8B |
| 净利润 | $528.0M | $249.0M |
| 毛利率 | 71.4% | 13.4% |
| 营业利润率 | 20.3% | 8.8% |
| 净利率 | 17.8% | 6.6% |
| 营收同比 | 15.0% | 0.8% |
| 净利润同比 | -22.2% | 9.7% |
| 每股收益（稀释后） | $1.14 | — |
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EBAYSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $3.0B | $4.2B | ||
| Q3 25 | $2.8B | $3.7B | ||
| Q2 25 | $2.7B | $3.8B | ||
| Q1 25 | $2.6B | $3.8B | ||
| Q4 24 | $2.6B | $4.0B | ||
| Q3 24 | $2.6B | $3.3B | ||
| Q2 24 | $2.6B | $3.4B |
净利润EBAYSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $528.0M | $327.0M | ||
| Q3 25 | $632.0M | $248.0M | ||
| Q2 25 | $368.0M | $188.0M | ||
| Q1 25 | $503.0M | $224.0M | ||
| Q4 24 | $679.0M | $205.0M | ||
| Q3 24 | $634.0M | $291.0M | ||
| Q2 24 | $224.0M | $301.0M |
毛利率EBAYSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 71.4% | 14.2% | ||
| Q3 25 | 70.9% | 12.8% | ||
| Q2 25 | 71.6% | 13.2% | ||
| Q1 25 | 72.0% | 13.5% | ||
| Q4 24 | 72.2% | 13.5% | ||
| Q3 24 | 71.8% | 14.3% | ||
| Q2 24 | 71.4% | 15.4% |
营业利润率EBAYSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 20.3% | 9.5% | ||
| Q3 25 | 20.4% | 8.3% | ||
| Q2 25 | 17.7% | 6.9% | ||
| Q1 25 | 23.8% | 8.5% | ||
| Q4 24 | 21.1% | 8.5% | ||
| Q3 24 | 23.1% | 8.5% | ||
| Q2 24 | 21.3% | 9.8% |
净利率EBAYSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 17.8% | 7.7% | ||
| Q3 25 | 22.4% | 6.6% | ||
| Q2 25 | 13.5% | 5.0% | ||
| Q1 25 | 19.5% | 5.9% | ||
| Q4 24 | 26.3% | 5.2% | ||
| Q3 24 | 24.6% | 8.7% | ||
| Q2 24 | 8.7% | 8.8% |
每股收益（稀释后）EBAYSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.14 | $0.83 | ||
| Q3 25 | $1.35 | $0.63 | ||
| Q2 25 | $0.79 | $0.48 | ||
| Q1 25 | $1.06 | $0.57 | ||
| Q4 24 | $1.35 | $0.54 | ||
| Q3 24 | $1.29 | $0.77 | ||
| Q2 24 | $0.45 | $0.79 |
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 | $1.9B | $1.4B |
| 总债务越低越好 | $6.0B | — |
| 股东权益账面价值 | $4.6B | $6.9B |
| 总资产 | $17.6B | $12.0B |
| 负债/权益比越低杠杆越低 | 1.30× | — |
8季度趋势，按日历期对齐
现金及短期投资EBAYSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $2.0B | — |
总债务EBAYSFD
| Q1 26 | — | — | ||
| Q4 25 | $6.0B | $2.0B | ||
| Q3 25 | $5.0B | $2.0B | ||
| Q2 25 | $5.0B | $2.0B | ||
| Q1 25 | $5.8B | $2.0B | ||
| Q4 24 | $5.8B | $2.0B | ||
| Q3 24 | $6.2B | — | ||
| Q2 24 | $6.2B | — |
股东权益EBAYSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $4.6B | $6.8B | ||
| Q3 25 | $4.7B | $6.5B | ||
| Q2 25 | $4.7B | $6.3B | ||
| Q1 25 | $5.0B | $6.2B | ||
| Q4 24 | $5.2B | $5.8B | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $5.5B | — |
总资产EBAYSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $17.6B | $12.2B | ||
| Q3 25 | $17.8B | $11.5B | ||
| Q2 25 | $18.0B | $11.2B | ||
| Q1 25 | $19.0B | $11.1B | ||
| Q4 24 | $19.4B | $11.1B | ||
| Q3 24 | $19.9B | — | ||
| Q2 24 | $20.4B | — |
负债/权益比EBAYSFD
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 0.29× | ||
| Q3 25 | 1.06× | 0.31× | ||
| Q2 25 | 1.05× | 0.32× | ||
| Q1 25 | 1.16× | 0.32× | ||
| Q4 24 | 1.12× | 0.34× | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.12× | — |
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 | $595.0M | — |
| 自由现金流经营现金流 - 资本支出 | $478.0M | — |
| 自由现金流率自由现金流/营收 | 16.1% | — |
| 资本支出强度资本支出/营收 | 3.9% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.13× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流EBAYSFD
| Q1 26 | — | — | ||
| Q4 25 | $595.0M | $938.0M | ||
| Q3 25 | $934.0M | $13.0M | ||
| Q2 25 | $-307.0M | $274.0M | ||
| Q1 25 | $787.0M | $-166.0M | ||
| Q4 24 | $677.0M | — | ||
| Q3 24 | $755.0M | — | ||
| Q2 24 | $367.0M | — |
自由现金流EBAYSFD
| Q1 26 | — | — | ||
| Q4 25 | $478.0M | $842.0M | ||
| Q3 25 | $803.0M | $-75.0M | ||
| Q2 25 | $-441.0M | $196.0M | ||
| Q1 25 | $644.0M | $-245.0M | ||
| Q4 24 | $560.0M | — | ||
| Q3 24 | $646.0M | — | ||
| Q2 24 | $278.0M | — |
自由现金流率EBAYSFD
| Q1 26 | — | — | ||
| Q4 25 | 16.1% | 19.9% | ||
| Q3 25 | 28.5% | -2.0% | ||
| Q2 25 | -16.2% | 5.2% | ||
| Q1 25 | 24.9% | -6.5% | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 25.1% | — | ||
| Q2 24 | 10.8% | — |
资本支出强度EBAYSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.9% | 2.3% | ||
| Q3 25 | 4.6% | 2.3% | ||
| Q2 25 | 4.9% | 2.1% | ||
| Q1 25 | 5.5% | 2.1% | ||
| Q4 24 | 4.5% | 2.1% | ||
| Q3 24 | 4.2% | 2.8% | ||
| Q2 24 | 3.5% | 2.3% |
现金转化率EBAYSFD
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | 2.87× | ||
| Q3 25 | 1.48× | 0.05× | ||
| Q2 25 | -0.83× | 1.46× | ||
| Q1 25 | 1.56× | -0.74× | ||
| Q4 24 | 1.00× | — | ||
| Q3 24 | 1.19× | — | ||
| Q2 24 | 1.64× | — |
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
EBAY
| Marketplace Revenues | $2.4B | 82% |
| Advertising Revenues | $544.0M | 18% |
SFD
暂无分部数据
