vs
Fastenal（FAST）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Fastenal的1.9倍（$3.8B vs $2.0B），Fastenal净利率更高（14.5% vs 6.6%，领先7.9%），Fastenal同比增速更快（3.5% vs 0.8%），过去两年史密斯菲尔德食品的营收复合增速更高（5.5% vs 2.9%）
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
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。
FAST vs SFD — 直观对比
营收规模更大
SFD
是对方的1.9倍
$2.0B
营收增速更快
FAST
高出2.7%
0.8%
净利率更高
FAST
高出7.9%
6.6%
两年增速更快
SFD
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.8B |
| 净利润 | $293.9M | $249.0M |
| 毛利率 | 44.3% | 13.4% |
| 营业利润率 | 18.9% | 8.8% |
| 净利率 | 14.5% | 6.6% |
| 营收同比 | 3.5% | 0.8% |
| 净利润同比 | -1.6% | 9.7% |
| 每股收益（稀释后） | $-0.01 | — |
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FASTSFD
| Q1 26 | $2.0B | $3.8B | ||
| Q4 25 | $2.0B | $4.2B | ||
| Q3 25 | $2.1B | $3.7B | ||
| Q2 25 | $2.1B | $3.8B | ||
| Q1 25 | $2.0B | $3.8B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | $1.9B | $3.4B |
净利润FASTSFD
| Q1 26 | $293.9M | $249.0M | ||
| Q4 25 | $293.9M | $327.0M | ||
| Q3 25 | $335.5M | $248.0M | ||
| Q2 25 | $330.3M | $188.0M | ||
| Q1 25 | $298.7M | $224.0M | ||
| Q4 24 | $262.1M | $205.0M | ||
| Q3 24 | $298.1M | $291.0M | ||
| Q2 24 | $292.7M | $301.0M |
毛利率FASTSFD
| Q1 26 | 44.3% | 13.4% | ||
| Q4 25 | 44.3% | 14.2% | ||
| Q3 25 | 45.3% | 12.8% | ||
| Q2 25 | 45.3% | 13.2% | ||
| Q1 25 | 45.1% | 13.5% | ||
| Q4 24 | 44.8% | 13.5% | ||
| Q3 24 | 44.9% | 14.3% | ||
| Q2 24 | 45.1% | 15.4% |
营业利润率FASTSFD
| Q1 26 | 18.9% | 8.8% | ||
| Q4 25 | 18.9% | 9.5% | ||
| Q3 25 | 20.7% | 8.3% | ||
| Q2 25 | 21.0% | 6.9% | ||
| Q1 25 | 20.1% | 8.5% | ||
| Q4 24 | 18.9% | 8.5% | ||
| Q3 24 | 20.3% | 8.5% | ||
| Q2 24 | 20.2% | 9.8% |
净利率FASTSFD
| Q1 26 | 14.5% | 6.6% | ||
| Q4 25 | 14.5% | 7.7% | ||
| Q3 25 | 15.7% | 6.6% | ||
| Q2 25 | 15.9% | 5.0% | ||
| Q1 25 | 15.2% | 5.9% | ||
| Q4 24 | 14.4% | 5.2% | ||
| Q3 24 | 15.6% | 8.7% | ||
| Q2 24 | 15.3% | 8.8% |
每股收益（稀释后）FASTSFD
| Q1 26 | $-0.01 | — | ||
| Q4 25 | $-0.01 | $0.83 | ||
| Q3 25 | $0.29 | $0.63 | ||
| Q2 25 | $0.29 | $0.48 | ||
| Q1 25 | $0.52 | $0.57 | ||
| Q4 24 | $0.45 | $0.54 | ||
| Q3 24 | $0.52 | $0.77 | ||
| Q2 24 | $0.51 | $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 | $276.8M | $1.4B |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | $6.9B |
| 总资产 | $5.1B | $12.0B |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资FASTSFD
| Q1 26 | $276.8M | $1.4B | ||
| Q4 25 | $276.8M | — | ||
| Q3 25 | $288.1M | — | ||
| Q2 25 | $237.8M | — | ||
| Q1 25 | $231.8M | — | ||
| Q4 24 | $255.8M | — | ||
| Q3 24 | $292.2M | — | ||
| Q2 24 | $255.5M | — |
总债务FASTSFD
| Q1 26 | $125.0M | — | ||
| Q4 25 | $125.0M | $2.0B | ||
| Q3 25 | $195.0M | $2.0B | ||
| Q2 25 | $230.0M | $2.0B | ||
| Q1 25 | $200.0M | $2.0B | ||
| Q4 24 | $200.0M | $2.0B | ||
| Q3 24 | $240.0M | — | ||
| Q2 24 | $235.0M | — |
股东权益FASTSFD
| Q1 26 | $3.9B | $6.9B | ||
| Q4 25 | $3.9B | $6.8B | ||
| Q3 25 | $3.9B | $6.5B | ||
| Q2 25 | $3.8B | $6.3B | ||
| Q1 25 | $3.7B | $6.2B | ||
| Q4 24 | $3.6B | $5.8B | ||
| Q3 24 | $3.6B | — | ||
| Q2 24 | $3.5B | — |
总资产FASTSFD
| Q1 26 | $5.1B | $12.0B | ||
| Q4 25 | $5.1B | $12.2B | ||
| Q3 25 | $5.1B | $11.5B | ||
| Q2 25 | $5.0B | $11.2B | ||
| Q1 25 | $4.9B | $11.1B | ||
| Q4 24 | $4.7B | $11.1B | ||
| Q3 24 | $4.7B | — | ||
| Q2 24 | $4.6B | — |
负债/权益比FASTSFD
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.03× | 0.29× | ||
| Q3 25 | 0.05× | 0.31× | ||
| Q2 25 | 0.06× | 0.32× | ||
| Q1 25 | 0.05× | 0.32× | ||
| Q4 24 | 0.06× | 0.34× | ||
| Q3 24 | 0.07× | — | ||
| Q2 24 | 0.07× | — |
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 | $368.2M | — |
| 自由现金流经营现金流 - 资本支出 | $308.2M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.0% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流FASTSFD
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $938.0M | ||
| Q3 25 | $386.9M | $13.0M | ||
| Q2 25 | $278.6M | $274.0M | ||
| Q1 25 | $262.2M | $-166.0M | ||
| Q4 24 | $282.8M | — | ||
| Q3 24 | $296.9M | — | ||
| Q2 24 | $258.0M | — |
自由现金流FASTSFD
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | $842.0M | ||
| Q3 25 | $326.6M | $-75.0M | ||
| Q2 25 | $209.3M | $196.0M | ||
| Q1 25 | $206.5M | $-245.0M | ||
| Q4 24 | $222.6M | — | ||
| Q3 24 | $237.5M | — | ||
| Q2 24 | $201.9M | — |
自由现金流率FASTSFD
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | 19.9% | ||
| Q3 25 | 15.3% | -2.0% | ||
| Q2 25 | 10.1% | 5.2% | ||
| Q1 25 | 10.5% | -6.5% | ||
| Q4 24 | 12.2% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 10.5% | — |
资本支出强度FASTSFD
| Q1 26 | 3.0% | 2.3% | ||
| Q4 25 | 3.0% | 2.3% | ||
| Q3 25 | 2.8% | 2.3% | ||
| Q2 25 | 3.3% | 2.1% | ||
| Q1 25 | 2.8% | 2.1% | ||
| Q4 24 | 3.3% | 2.1% | ||
| Q3 24 | 3.1% | 2.8% | ||
| Q2 24 | 2.9% | 2.3% |
现金转化率FASTSFD
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 2.87× | ||
| Q3 25 | 1.15× | 0.05× | ||
| Q2 25 | 0.84× | 1.46× | ||
| Q1 25 | 0.88× | -0.74× | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.00× | — | ||
| Q2 24 | 0.88× | — |
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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
SFD
暂无分部数据
