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Expeditors International(EXPD)与Sprouts Farmers Market, Inc.(SFM)财务数据对比。点击上方公司名可切换其他公司

Expeditors International的季度营收约是Sprouts Farmers Market, Inc.的1.3倍($2.9B vs $2.1B),Expeditors International净利率更高(7.0% vs 4.2%,领先2.8%),Expeditors International同比增速更快(-3.3% vs -72.2%),过去两年Expeditors International的营收复合增速更高(13.8% vs 6.5%)

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。

Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌,主营天然有机食品,涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类,同时售有维生素补剂、天然个护及家居用品,目前在全美24个州开设超400家门店,员工约3.5万名。

EXPD vs SFM — 直观对比

营收规模更大
EXPD
EXPD
是对方的1.3倍
EXPD
$2.9B
$2.1B
SFM
营收增速更快
EXPD
EXPD
高出68.8%
EXPD
-3.3%
-72.2%
SFM
净利率更高
EXPD
EXPD
高出2.8%
EXPD
7.0%
4.2%
SFM
两年增速更快
EXPD
EXPD
近两年复合增速
EXPD
13.8%
6.5%
SFM

损益表 — Q4 FY2025 vs Q1 FY2026

指标
EXPD
EXPD
SFM
SFM
营收
$2.9B
$2.1B
净利润
$200.7M
$89.8M
毛利率
38.0%
营业利润率
8.8%
5.7%
净利率
7.0%
4.2%
营收同比
-3.3%
-72.2%
净利润同比
-14.9%
-76.4%
每股收益(稀释后)
$1.50
$0.92

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
EXPD
EXPD
SFM
SFM
Q1 26
$2.1B
Q4 25
$2.9B
$2.1B
Q3 25
$2.9B
$2.2B
Q2 25
$2.7B
$2.2B
Q1 25
$2.7B
$2.2B
Q4 24
$3.0B
$2.0B
Q3 24
$3.0B
$1.9B
Q2 24
$2.4B
$1.9B
净利润
EXPD
EXPD
SFM
SFM
Q1 26
$89.8M
Q4 25
$200.7M
$89.8M
Q3 25
$222.3M
$120.1M
Q2 25
$183.6M
$133.7M
Q1 25
$203.8M
$180.0M
Q4 24
$235.9M
$79.6M
Q3 24
$229.6M
$91.6M
Q2 24
$175.5M
$95.3M
毛利率
EXPD
EXPD
SFM
SFM
Q1 26
38.0%
Q4 25
38.0%
Q3 25
38.7%
Q2 25
38.8%
Q1 25
39.6%
Q4 24
38.1%
Q3 24
38.1%
Q2 24
37.9%
营业利润率
EXPD
EXPD
SFM
SFM
Q1 26
5.7%
Q4 25
8.8%
5.7%
Q3 25
10.0%
7.2%
Q2 25
9.3%
8.1%
Q1 25
10.0%
10.1%
Q4 24
10.2%
5.3%
Q3 24
10.1%
6.3%
Q2 24
9.2%
6.7%
净利率
EXPD
EXPD
SFM
SFM
Q1 26
4.2%
Q4 25
7.0%
4.2%
Q3 25
7.7%
5.5%
Q2 25
6.9%
6.0%
Q1 25
7.6%
8.0%
Q4 24
8.0%
4.0%
Q3 24
7.7%
4.7%
Q2 24
7.2%
5.0%
每股收益(稀释后)
EXPD
EXPD
SFM
SFM
Q1 26
$0.92
Q4 25
$1.50
$0.93
Q3 25
$1.64
$1.22
Q2 25
$1.34
$1.35
Q1 25
$1.47
$1.81
Q4 24
$1.68
$0.78
Q3 24
$1.63
$0.91
Q2 24
$1.24
$0.94

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
EXPD
EXPD
SFM
SFM
现金及短期投资手头流动性
$1.3B
$257.3M
总债务越低越好
股东权益账面价值
$2.4B
$1.4B
总资产
$4.9B
$4.2B
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
EXPD
EXPD
SFM
SFM
Q1 26
$257.3M
Q4 25
$1.3B
$257.3M
Q3 25
$1.2B
$322.4M
Q2 25
$1.2B
$261.4M
Q1 25
$1.3B
$285.7M
Q4 24
$1.1B
$265.2M
Q3 24
$1.3B
$309.7M
Q2 24
$1.3B
$177.3M
股东权益
EXPD
EXPD
SFM
SFM
Q1 26
$1.4B
Q4 25
$2.4B
$1.4B
Q3 25
$2.3B
$1.4B
Q2 25
$2.2B
$1.4B
Q1 25
$2.3B
$1.3B
Q4 24
$2.2B
$1.3B
Q3 24
$2.4B
$1.3B
Q2 24
$2.2B
$1.3B
总资产
EXPD
EXPD
SFM
SFM
Q1 26
$4.2B
Q4 25
$4.9B
$4.2B
Q3 25
$4.8B
$4.0B
Q2 25
$4.8B
$3.8B
Q1 25
$4.8B
$3.7B
Q4 24
$4.8B
$3.6B
Q3 24
$5.2B
$3.6B
Q2 24
$4.8B
$3.4B

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
EXPD
EXPD
SFM
SFM
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%
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
EXPD
EXPD
SFM
SFM
Q1 26
Q4 25
$283.3M
$138.5M
Q3 25
$201.4M
$167.1M
Q2 25
$179.2M
$111.2M
Q1 25
$342.6M
$299.1M
Q4 24
$249.7M
$124.9M
Q3 24
$90.0M
$209.1M
Q2 24
$126.8M
$91.6M
自由现金流
EXPD
EXPD
SFM
SFM
Q1 26
Q4 25
$270.3M
$66.3M
Q3 25
$190.3M
$111.4M
Q2 25
$163.3M
$50.4M
Q1 25
$329.5M
$239.6M
Q4 24
$239.7M
$56.2M
Q3 24
$77.7M
$156.3M
Q2 24
$118.8M
$33.9M
自由现金流率
EXPD
EXPD
SFM
SFM
Q1 26
Q4 25
9.5%
3.1%
Q3 25
6.6%
5.1%
Q2 25
6.2%
2.3%
Q1 25
12.4%
10.7%
Q4 24
8.1%
2.8%
Q3 24
2.6%
8.0%
Q2 24
4.9%
1.8%
资本支出强度
EXPD
EXPD
SFM
SFM
Q1 26
Q4 25
0.5%
3.4%
Q3 25
0.4%
2.5%
Q2 25
0.6%
2.7%
Q1 25
0.5%
2.7%
Q4 24
0.3%
3.4%
Q3 24
0.4%
2.7%
Q2 24
0.3%
3.0%
现金转化率
EXPD
EXPD
SFM
SFM
Q1 26
Q4 25
1.41×
1.54×
Q3 25
0.91×
1.39×
Q2 25
0.98×
0.83×
Q1 25
1.68×
1.66×
Q4 24
1.06×
1.57×
Q3 24
0.39×
2.28×
Q2 24
0.72×
0.96×

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
EXPD

Customs Brokerage And Other Services$1.1B40%
Airfreight Services$1.1B39%
Ocean Freight And Ocean Services$611.4M21%

SFM
SFM

暂无分部数据

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