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Expeditors International（EXPD）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Expeditors International的1.3倍（$3.8B vs $2.9B），Expeditors International净利率更高（7.0% vs 6.6%，领先0.5%），史密斯菲尔德食品同比增速更快（0.8% vs -3.3%），过去两年Expeditors International的营收复合增速更高（13.8% vs 5.5%）
美国财富500强物流服务企业，总部位于华盛顿州贝尔维尤，依托覆盖六大洲100余个国家超340个网点的全球网络及统一集成的技术系统，为客户提供高度优化的定制化供应链解决方案。
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。
EXPD vs SFD — 直观对比
营收规模更大
SFD
是对方的1.3倍
$2.9B
营收增速更快
SFD
高出4.1%
-3.3%
净利率更高
EXPD
高出0.5%
6.6%
两年增速更快
EXPD
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.9B | $3.8B |
| 净利润 | $200.7M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 8.8% | 8.8% |
| 净利率 | 7.0% | 6.6% |
| 营收同比 | -3.3% | 0.8% |
| 净利润同比 | -14.9% | 9.7% |
| 每股收益（稀释后） | $1.50 | — |
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EXPDSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.9B | $4.2B | ||
| Q3 25 | $2.9B | $3.7B | ||
| Q2 25 | $2.7B | $3.8B | ||
| Q1 25 | $2.7B | $3.8B | ||
| Q4 24 | $3.0B | $4.0B | ||
| Q3 24 | $3.0B | $3.3B | ||
| Q2 24 | $2.4B | $3.4B |
净利润EXPDSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $200.7M | $327.0M | ||
| Q3 25 | $222.3M | $248.0M | ||
| Q2 25 | $183.6M | $188.0M | ||
| Q1 25 | $203.8M | $224.0M | ||
| Q4 24 | $235.9M | $205.0M | ||
| Q3 24 | $229.6M | $291.0M | ||
| Q2 24 | $175.5M | $301.0M |
毛利率EXPDSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 15.4% |
营业利润率EXPDSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 8.8% | 9.5% | ||
| Q3 25 | 10.0% | 8.3% | ||
| Q2 25 | 9.3% | 6.9% | ||
| Q1 25 | 10.0% | 8.5% | ||
| Q4 24 | 10.2% | 8.5% | ||
| Q3 24 | 10.1% | 8.5% | ||
| Q2 24 | 9.2% | 9.8% |
净利率EXPDSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 7.0% | 7.7% | ||
| Q3 25 | 7.7% | 6.6% | ||
| Q2 25 | 6.9% | 5.0% | ||
| Q1 25 | 7.6% | 5.9% | ||
| Q4 24 | 8.0% | 5.2% | ||
| Q3 24 | 7.7% | 8.7% | ||
| Q2 24 | 7.2% | 8.8% |
每股收益（稀释后）EXPDSFD
| Q1 26 | — | — | ||
| Q4 25 | $1.50 | $0.83 | ||
| Q3 25 | $1.64 | $0.63 | ||
| Q2 25 | $1.34 | $0.48 | ||
| Q1 25 | $1.47 | $0.57 | ||
| Q4 24 | $1.68 | $0.54 | ||
| Q3 24 | $1.63 | $0.77 | ||
| Q2 24 | $1.24 | $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 | $1.3B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $6.9B |
| 总资产 | $4.9B | $12.0B |
| 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EXPDSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — |
总债务EXPDSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益EXPDSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $2.4B | $6.8B | ||
| Q3 25 | $2.3B | $6.5B | ||
| Q2 25 | $2.2B | $6.3B | ||
| Q1 25 | $2.3B | $6.2B | ||
| Q4 24 | $2.2B | $5.8B | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.2B | — |
总资产EXPDSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $4.9B | $12.2B | ||
| Q3 25 | $4.8B | $11.5B | ||
| Q2 25 | $4.8B | $11.2B | ||
| Q1 25 | $4.8B | $11.1B | ||
| Q4 24 | $4.8B | $11.1B | ||
| Q3 24 | $5.2B | — | ||
| Q2 24 | $4.8B | — |
负债/权益比EXPDSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| 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 | $283.3M | — |
| 自由现金流经营现金流 - 资本支出 | $270.3M | — |
| 自由现金流率自由现金流/营收 | 9.5% | — |
| 资本支出强度资本支出/营收 | 0.5% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.41× | — |
| 过去12个月自由现金流最近4个季度 | $953.4M | — |
8季度趋势，按日历期对齐
经营现金流EXPDSFD
| Q1 26 | — | — | ||
| Q4 25 | $283.3M | $938.0M | ||
| Q3 25 | $201.4M | $13.0M | ||
| Q2 25 | $179.2M | $274.0M | ||
| Q1 25 | $342.6M | $-166.0M | ||
| Q4 24 | $249.7M | — | ||
| Q3 24 | $90.0M | — | ||
| Q2 24 | $126.8M | — |
自由现金流EXPDSFD
| Q1 26 | — | — | ||
| Q4 25 | $270.3M | $842.0M | ||
| Q3 25 | $190.3M | $-75.0M | ||
| Q2 25 | $163.3M | $196.0M | ||
| Q1 25 | $329.5M | $-245.0M | ||
| Q4 24 | $239.7M | — | ||
| Q3 24 | $77.7M | — | ||
| Q2 24 | $118.8M | — |
自由现金流率EXPDSFD
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | 19.9% | ||
| Q3 25 | 6.6% | -2.0% | ||
| Q2 25 | 6.2% | 5.2% | ||
| Q1 25 | 12.4% | -6.5% | ||
| Q4 24 | 8.1% | — | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 4.9% | — |
资本支出强度EXPDSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 0.4% | 2.3% | ||
| Q2 25 | 0.6% | 2.1% | ||
| Q1 25 | 0.5% | 2.1% | ||
| Q4 24 | 0.3% | 2.1% | ||
| Q3 24 | 0.4% | 2.8% | ||
| Q2 24 | 0.3% | 2.3% |
现金转化率EXPDSFD
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 2.87× | ||
| Q3 25 | 0.91× | 0.05× | ||
| Q2 25 | 0.98× | 1.46× | ||
| Q1 25 | 1.68× | -0.74× | ||
| Q4 24 | 1.06× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 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
EXPD
| Customs Brokerage And Other Services | $1.1B | 40% |
| Airfreight Services | $1.1B | 39% |
| Ocean Freight And Ocean Services | $611.4M | 21% |
SFD
暂无分部数据
