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EPAM Systems（EPAM）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
EPAM Systems的季度营收约是FRESH DEL MONTE PRODUCE INC的1.4倍（$1.4B vs $1.0B），EPAM Systems净利率更高（7.8% vs 3.2%，领先4.6%），EPAM Systems同比增速更快（12.8% vs 0.6%），EPAM Systems自由现金流更多（$268.1M vs $-17.2M），过去两年EPAM Systems的营收复合增速更高（9.9% vs -4.1%）
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业，核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块，同时是MACH联盟的创始成员，在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
EPAM vs FDP — 直观对比
营收规模更大
EPAM
是对方的1.4倍
$1.0B
营收增速更快
EPAM
高出12.1%
0.6%
净利率更高
EPAM
高出4.6%
3.2%
自由现金流更多
EPAM
多$285.3M
$-17.2M
两年增速更快
EPAM
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $109.4M | $32.3M |
| 毛利率 | 30.1% | 10.4% |
| 营业利润率 | 10.6% | 4.5% |
| 净利率 | 7.8% | 3.2% |
| 营收同比 | 12.8% | 0.6% |
| 净利润同比 | 5.9% | 59.1% |
| 每股收益（稀释后） | $1.97 | $0.67 |
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EPAMFDP
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $1.2B | $1.0B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.2B | $1.1B |
净利润EPAMFDP
| Q4 25 | $109.4M | $32.3M | ||
| Q3 25 | $106.8M | $-29.1M | ||
| Q2 25 | $88.0M | $56.8M | ||
| Q1 25 | $73.5M | $31.1M | ||
| Q4 24 | $103.3M | $20.3M | ||
| Q3 24 | $136.3M | $42.1M | ||
| Q2 24 | $98.6M | $53.6M | ||
| Q1 24 | $116.2M | $26.1M |
毛利率EPAMFDP
| Q4 25 | 30.1% | 10.4% | ||
| Q3 25 | 29.5% | 7.9% | ||
| Q2 25 | 28.8% | 10.2% | ||
| Q1 25 | 26.9% | 8.4% | ||
| Q4 24 | 30.4% | 6.8% | ||
| Q3 24 | 34.6% | 9.2% | ||
| Q2 24 | 29.3% | 9.9% | ||
| Q1 24 | 28.4% | 7.4% |
营业利润率EPAMFDP
| Q4 25 | 10.6% | 4.5% | ||
| Q3 25 | 10.4% | -2.1% | ||
| Q2 25 | 9.3% | 5.8% | ||
| Q1 25 | 7.6% | 4.1% | ||
| Q4 24 | 10.9% | 3.0% | ||
| Q3 24 | 15.2% | 5.3% | ||
| Q2 24 | 10.5% | 6.0% | ||
| Q1 24 | 9.5% | 4.0% |
净利率EPAMFDP
| Q4 25 | 7.8% | 3.2% | ||
| Q3 25 | 7.7% | -2.8% | ||
| Q2 25 | 6.5% | 4.8% | ||
| Q1 25 | 5.6% | 2.8% | ||
| Q4 24 | 8.3% | 2.0% | ||
| Q3 24 | 11.7% | 4.1% | ||
| Q2 24 | 8.6% | 4.7% | ||
| Q1 24 | 10.0% | 2.4% |
每股收益（稀释后）EPAMFDP
| Q4 25 | $1.97 | $0.67 | ||
| Q3 25 | $1.91 | $-0.61 | ||
| Q2 25 | $1.56 | $1.18 | ||
| Q1 25 | $1.28 | $0.64 | ||
| Q4 24 | $1.80 | $0.41 | ||
| Q3 24 | $2.37 | $0.88 | ||
| Q2 24 | $1.70 | $1.12 | ||
| Q1 24 | $1.97 | $0.55 |
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 | $1.3B | $35.7M |
| 总债务越低越好 | — | $176.2M |
| 股东权益账面价值 | $3.7B | $2.0B |
| 总资产 | $4.9B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资EPAMFDP
| Q4 25 | $1.3B | $35.7M | ||
| Q3 25 | $1.2B | $97.2M | ||
| Q2 25 | $1.0B | $85.5M | ||
| Q1 25 | $1.2B | $34.4M | ||
| Q4 24 | $1.3B | $32.6M | ||
| Q3 24 | $2.1B | $50.8M | ||
| Q2 24 | $1.8B | $37.8M | ||
| Q1 24 | $2.0B | $42.2M |
总债务EPAMFDP
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M | ||
| Q1 24 | — | $405.8M |
股东权益EPAMFDP
| Q4 25 | $3.7B | $2.0B | ||
| Q3 25 | $3.7B | $2.0B | ||
| Q2 25 | $3.7B | $2.1B | ||
| Q1 25 | $3.6B | $2.0B | ||
| Q4 24 | $3.6B | $2.0B | ||
| Q3 24 | $3.6B | $2.0B | ||
| Q2 24 | $3.4B | $2.0B | ||
| Q1 24 | $3.5B | $1.9B |
总资产EPAMFDP
| Q4 25 | $4.9B | $3.1B | ||
| Q3 25 | $4.8B | $3.1B | ||
| Q2 25 | $4.7B | $3.2B | ||
| Q1 25 | $4.7B | $3.2B | ||
| Q4 24 | $4.8B | $3.1B | ||
| Q3 24 | $4.5B | $3.2B | ||
| Q2 24 | $4.2B | $3.1B | ||
| Q1 24 | $4.4B | $3.2B |
负债/权益比EPAMFDP
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.21× |
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 | $282.9M | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $268.1M | $-17.2M |
| 自由现金流率自由现金流/营收 | 19.0% | -1.7% |
| 资本支出强度资本支出/营收 | 1.1% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.59× | 0.34× |
| 过去12个月自由现金流最近4个季度 | $612.7M | $181.3M |
8季度趋势，按日历期对齐
经营现金流EPAMFDP
| Q4 25 | $282.9M | $10.9M | ||
| Q3 25 | $294.7M | $75.0M | ||
| Q2 25 | $53.2M | $113.1M | ||
| Q1 25 | $24.2M | $46.1M | ||
| Q4 24 | $130.3M | $-4.7M | ||
| Q3 24 | $242.0M | $43.5M | ||
| Q2 24 | $57.0M | $125.0M | ||
| Q1 24 | $129.9M | $18.7M |
自由现金流EPAMFDP
| Q4 25 | $268.1M | $-17.2M | ||
| Q3 25 | $286.4M | $60.9M | ||
| Q2 25 | $43.4M | $101.5M | ||
| Q1 25 | $14.8M | $36.1M | ||
| Q4 24 | $114.5M | $-22.3M | ||
| Q3 24 | $237.0M | $30.1M | ||
| Q2 24 | $52.3M | $117.0M | ||
| Q1 24 | $123.2M | $6.0M |
自由现金流率EPAMFDP
| Q4 25 | 19.0% | -1.7% | ||
| Q3 25 | 20.5% | 6.0% | ||
| Q2 25 | 3.2% | 8.6% | ||
| Q1 25 | 1.1% | 3.3% | ||
| Q4 24 | 9.2% | -2.2% | ||
| Q3 24 | 20.3% | 3.0% | ||
| Q2 24 | 4.6% | 10.3% | ||
| Q1 24 | 10.6% | 0.5% |
资本支出强度EPAMFDP
| Q4 25 | 1.1% | 2.8% | ||
| Q3 25 | 0.6% | 1.4% | ||
| Q2 25 | 0.7% | 1.0% | ||
| Q1 25 | 0.7% | 0.9% | ||
| Q4 24 | 1.3% | 1.7% | ||
| Q3 24 | 0.4% | 1.3% | ||
| Q2 24 | 0.4% | 0.7% | ||
| Q1 24 | 0.6% | 1.1% |
现金转化率EPAMFDP
| Q4 25 | 2.59× | 0.34× | ||
| Q3 25 | 2.76× | — | ||
| Q2 25 | 0.60× | 1.99× | ||
| Q1 25 | 0.33× | 1.48× | ||
| Q4 24 | 1.26× | -0.23× | ||
| Q3 24 | 1.77× | 1.03× | ||
| Q2 24 | 0.58× | 2.33× | ||
| Q1 24 | 1.12× | 0.72× |
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
EPAM
暂无分部数据
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
