vs
伊萨（ESAB）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
FRESH DEL MONTE PRODUCE INC的季度营收约是伊萨的1.4倍（$1.0B vs $745.6M），伊萨净利率更高（6.6% vs 1.0%，领先5.6%），伊萨同比增速更快（9.9% vs -4.9%），过去两年伊萨的营收复合增速更高（4.0% vs -4.3%）
ESAB（全称Elektriska Svetsnings-Aktiebolaget）是一家美国与瑞典合资的跨国工业企业，主营焊接、切割设备及配套耗材的研发、生产与销售，为全球制造业、基建等多领域客户提供专业可靠的工业解决方案，在全球工业市场拥有较高知名度。
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。
ESAB vs FDP — 直观对比
营收规模更大
FDP
是对方的1.4倍
$745.6M
营收增速更快
ESAB
高出14.9%
-4.9%
净利率更高
ESAB
高出5.6%
1.0%
两年增速更快
ESAB
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $745.6M | $1.0B |
| 净利润 | $49.2M | $10.7M |
| 毛利率 | 36.9% | 8.5% |
| 营业利润率 | 12.1% | 1.9% |
| 净利率 | 6.6% | 1.0% |
| 营收同比 | 9.9% | -4.9% |
| 净利润同比 | -29.3% | -67.8% |
| 每股收益（稀释后） | $0.78 | $0.21 |
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ESABFDP
| Q1 26 | $745.6M | $1.0B | ||
| Q4 25 | $727.8M | $1.0B | ||
| Q3 25 | $715.6M | $1.0B | ||
| Q2 25 | $678.1M | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | $670.8M | $1.0B | ||
| Q3 24 | $673.3M | $1.0B | ||
| Q2 24 | $707.1M | $1.1B |
净利润ESABFDP
| Q1 26 | $49.2M | $10.7M | ||
| Q4 25 | $54.8M | $32.3M | ||
| Q3 25 | $66.9M | $-29.1M | ||
| Q2 25 | $67.4M | $56.8M | ||
| Q1 25 | — | $31.1M | ||
| Q4 24 | $53.7M | $20.3M | ||
| Q3 24 | $68.2M | $42.1M | ||
| Q2 24 | $82.9M | $53.6M |
毛利率ESABFDP
| Q1 26 | 36.9% | 8.5% | ||
| Q4 25 | 37.0% | 10.4% | ||
| Q3 25 | 37.2% | 7.9% | ||
| Q2 25 | 37.6% | 10.2% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | 38.5% | 6.8% | ||
| Q3 24 | 37.7% | 9.2% | ||
| Q2 24 | 38.2% | 9.9% |
营业利润率ESABFDP
| Q1 26 | 12.1% | 1.9% | ||
| Q4 25 | 14.6% | 4.5% | ||
| Q3 25 | 15.2% | -2.1% | ||
| Q2 25 | 16.2% | 5.8% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | 16.6% | 3.0% | ||
| Q3 24 | 15.7% | 5.3% | ||
| Q2 24 | 16.9% | 6.0% |
净利率ESABFDP
| Q1 26 | 6.6% | 1.0% | ||
| Q4 25 | 7.5% | 3.2% | ||
| Q3 25 | 9.3% | -2.8% | ||
| Q2 25 | 9.9% | 4.8% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | 8.0% | 2.0% | ||
| Q3 24 | 10.1% | 4.1% | ||
| Q2 24 | 11.7% | 4.7% |
每股收益（稀释后）ESABFDP
| Q1 26 | $0.78 | $0.21 | ||
| Q4 25 | $0.90 | $0.67 | ||
| Q3 25 | $1.09 | $-0.61 | ||
| Q2 25 | $1.10 | $1.18 | ||
| Q1 25 | — | $0.64 | ||
| Q4 24 | $0.87 | $0.41 | ||
| Q3 24 | $1.11 | $0.88 | ||
| Q2 24 | $1.35 | $1.12 |
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 | $1.0B | $66.3M |
| 总债务越低越好 | $2.0B | $451.5M |
| 股东权益账面价值 | $2.2B | $2.0B |
| 总资产 | $5.6B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.91× | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资ESABFDP
| Q1 26 | $1.0B | $66.3M | ||
| Q4 25 | $218.2M | $35.7M | ||
| Q3 25 | $258.2M | $97.2M | ||
| Q2 25 | $291.3M | $85.5M | ||
| Q1 25 | — | $34.4M | ||
| Q4 24 | $249.4M | $32.6M | ||
| Q3 24 | $253.7M | $50.8M | ||
| Q2 24 | $228.5M | $37.8M |
总债务ESABFDP
| Q1 26 | $2.0B | $451.5M | ||
| Q4 25 | $1.3B | $176.2M | ||
| Q3 25 | $1.1B | $176.7M | ||
| Q2 25 | $1.1B | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | $1.1B | $248.9M | ||
| Q3 24 | $1.1B | $274.8M | ||
| Q2 24 | $1.1B | $290.4M |
股东权益ESABFDP
| Q1 26 | $2.2B | $2.0B | ||
| Q4 25 | $2.1B | $2.0B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B |
总资产ESABFDP
| Q1 26 | $5.6B | $3.4B | ||
| Q4 25 | $4.9B | $3.1B | ||
| Q3 25 | $4.4B | $3.1B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $4.1B | $3.2B | ||
| Q2 24 | $4.0B | $3.1B |
负债/权益比ESABFDP
| Q1 26 | 0.91× | 0.22× | ||
| Q4 25 | 0.63× | 0.09× | ||
| Q3 25 | 0.51× | 0.09× | ||
| Q2 25 | 0.55× | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 0.60× | 0.13× | ||
| Q3 24 | 0.59× | 0.14× | ||
| Q2 24 | 0.63× | 0.15× |
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 | $46.9M | $44.1M |
| 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 | — | 1.4% |
| 现金转化率经营现金流/净利润 | 0.95× | 4.12× |
| 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ESABFDP
| Q1 26 | $46.9M | $44.1M | ||
| Q4 25 | $81.5M | $10.9M | ||
| Q3 25 | $46.6M | $75.0M | ||
| Q2 25 | $35.4M | $113.1M | ||
| Q1 25 | — | $46.1M | ||
| Q4 24 | $126.9M | $-4.7M | ||
| Q3 24 | $101.0M | $43.5M | ||
| Q2 24 | $83.0M | $125.0M |
自由现金流ESABFDP
| Q1 26 | — | — | ||
| Q4 25 | $70.3M | $-17.2M | ||
| Q3 25 | $37.4M | $60.9M | ||
| Q2 25 | $28.1M | $101.5M | ||
| Q1 25 | — | $36.1M | ||
| Q4 24 | $102.2M | $-22.3M | ||
| Q3 24 | $90.4M | $30.1M | ||
| Q2 24 | $74.0M | $117.0M |
自由现金流率ESABFDP
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | -1.7% | ||
| Q3 25 | 5.2% | 6.0% | ||
| Q2 25 | 4.1% | 8.6% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | 15.2% | -2.2% | ||
| Q3 24 | 13.4% | 3.0% | ||
| Q2 24 | 10.5% | 10.3% |
资本支出强度ESABFDP
| Q1 26 | — | 1.4% | ||
| Q4 25 | 1.5% | 2.8% | ||
| Q3 25 | 1.3% | 1.4% | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | 3.7% | 1.7% | ||
| Q3 24 | 1.6% | 1.3% | ||
| Q2 24 | 1.3% | 0.7% |
现金转化率ESABFDP
| Q1 26 | 0.95× | 4.12× | ||
| Q4 25 | 1.49× | 0.34× | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 0.53× | 1.99× | ||
| Q1 25 | — | 1.48× | ||
| Q4 24 | 2.36× | -0.23× | ||
| Q3 24 | 1.48× | 1.03× | ||
| Q2 24 | 1.00× | 2.33× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
