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慧与（EFSC）与Westrock Coffee Co（WEST）财务数据对比。点击上方公司名可切换其他公司
Westrock Coffee Co的季度营收约是慧与的1.8倍（$339.5M vs $185.2M），慧与净利率更高（26.6% vs -6.6%，领先33.3%），过去两年Westrock Coffee Co的营收复合增速更高（32.8% vs 9.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
Westrock Coffee Co是一家全球化综合咖啡及饮品解决方案供应商，业务覆盖咖啡、茶与功能性饮品的采购、烘焙、生产及分销，为北美及全球其他区域的零售、餐饮和商业客户提供定制化产品及配套服务。
EFSC vs WEST — 直观对比
营收规模更大
WEST
是对方的1.8倍
$185.2M
净利率更高
EFSC
高出33.3%
-6.6%
两年增速更快
WEST
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $339.5M |
| 净利润 | $49.4M | $-22.6M |
| 毛利率 | — | 11.5% |
| 营业利润率 | — | -2.6% |
| 净利率 | 26.6% | -6.6% |
| 营收同比 | — | 48.3% |
| 净利润同比 | -1.2% | 8.3% |
| 每股收益（稀释后） | $1.30 | $-0.22 |
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EFSCWEST
| Q1 26 | $185.2M | — | ||
| Q4 25 | $193.6M | $339.5M | ||
| Q3 25 | $206.9M | $354.8M | ||
| Q2 25 | $173.4M | $280.9M | ||
| Q1 25 | $166.0M | $213.8M | ||
| Q4 24 | $167.0M | $229.0M | ||
| Q3 24 | $164.9M | $220.9M | ||
| Q2 24 | $156.0M | $208.4M |
净利润EFSCWEST
| Q1 26 | $49.4M | — | ||
| Q4 25 | $54.8M | $-22.6M | ||
| Q3 25 | $45.2M | $-19.1M | ||
| Q2 25 | $51.4M | $-21.6M | ||
| Q1 25 | $50.0M | $-27.2M | ||
| Q4 24 | $48.8M | $-24.6M | ||
| Q3 24 | $50.6M | $-14.3M | ||
| Q2 24 | $45.4M | $-17.8M |
毛利率EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | — | 11.5% | ||
| Q3 25 | — | 11.7% | ||
| Q2 25 | — | 14.7% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 19.9% |
营业利润率EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | — | -2.6% | ||
| Q3 25 | 42.9% | -2.4% | ||
| Q2 25 | 37.0% | -5.3% | ||
| Q1 25 | 36.8% | -6.1% | ||
| Q4 24 | — | -4.3% | ||
| Q3 24 | 38.1% | -5.8% | ||
| Q2 24 | 36.7% | -7.9% |
净利率EFSCWEST
| Q1 26 | 26.6% | — | ||
| Q4 25 | 28.3% | -6.6% | ||
| Q3 25 | 21.9% | -5.4% | ||
| Q2 25 | 29.6% | -7.7% | ||
| Q1 25 | 30.1% | -12.7% | ||
| Q4 24 | 29.2% | -10.7% | ||
| Q3 24 | 30.7% | -6.5% | ||
| Q2 24 | 29.1% | -8.5% |
每股收益（稀释后）EFSCWEST
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.45 | $-0.22 | ||
| Q3 25 | $1.19 | $-0.20 | ||
| Q2 25 | $1.36 | $-0.23 | ||
| Q1 25 | $1.31 | $-0.29 | ||
| Q4 24 | $1.27 | $-0.26 | ||
| Q3 24 | $1.32 | $-0.16 | ||
| Q2 24 | $1.19 | $-0.20 |
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 | — | $49.9M |
| 总债务越低越好 | — | $444.1M |
| 股东权益账面价值 | $2.1B | $-1.9M |
| 总资产 | $17.3B | $1.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | — | $49.9M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $44.0M | ||
| Q1 25 | — | $33.1M | ||
| Q4 24 | — | $26.2M | ||
| Q3 24 | — | $22.4M | ||
| Q2 24 | — | $24.3M |
总债务EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EFSCWEST
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $-1.9M | ||
| Q3 25 | $2.0B | $11.4M | ||
| Q2 25 | $1.9B | $18.2M | ||
| Q1 25 | $1.9B | $71.4M | ||
| Q4 24 | $1.8B | $97.5M | ||
| Q3 24 | $1.8B | $110.3M | ||
| Q2 24 | $1.8B | $81.5M |
总资产EFSCWEST
| Q1 26 | $17.3B | — | ||
| Q4 25 | $17.3B | $1.2B | ||
| Q3 25 | $16.4B | $1.2B | ||
| Q2 25 | $16.1B | $1.2B | ||
| Q1 25 | $15.7B | $1.1B | ||
| Q4 24 | $15.6B | $1.1B | ||
| Q3 24 | $15.0B | $1.1B | ||
| Q2 24 | $14.6B | $1.1B |
负债/权益比EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $36.7M |
| 自由现金流经营现金流 - 资本支出 | — | $27.8M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 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 | — | $-107.8M |
8季度趋势，按日历期对齐
经营现金流EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | $193.5M | $36.7M | ||
| Q3 25 | $49.4M | $-26.6M | ||
| Q2 25 | $61.3M | $-7.0M | ||
| Q1 25 | $40.0M | $-22.1M | ||
| Q4 24 | $247.4M | $2.8M | ||
| Q3 24 | $89.0M | $-332.0K | ||
| Q2 24 | $76.5M | $-23.7M |
自由现金流EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $27.8M | ||
| Q3 25 | $47.1M | $-44.7M | ||
| Q2 25 | $59.0M | $-27.5M | ||
| Q1 25 | $35.6M | $-63.4M | ||
| Q4 24 | $239.9M | $-15.4M | ||
| Q3 24 | $88.2M | $-36.7M | ||
| Q2 24 | $74.7M | $-59.9M |
自由现金流率EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | 8.2% | ||
| Q3 25 | 22.8% | -12.6% | ||
| Q2 25 | 34.0% | -9.8% | ||
| Q1 25 | 21.5% | -29.7% | ||
| Q4 24 | 143.7% | -6.7% | ||
| Q3 24 | 53.5% | -16.6% | ||
| Q2 24 | 47.9% | -28.7% |
资本支出强度EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 2.6% | ||
| Q3 25 | 1.1% | 5.1% | ||
| Q2 25 | 1.3% | 7.3% | ||
| Q1 25 | 2.7% | 19.3% | ||
| Q4 24 | 4.5% | 7.9% | ||
| Q3 24 | 0.5% | 16.5% | ||
| Q2 24 | 1.1% | 17.4% |
现金转化率EFSCWEST
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | — | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.68× | — |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
