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FRESH DEL MONTE PRODUCE INC（FDP）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是FRESH DEL MONTE PRODUCE INC的1.1倍（$1.1B vs $1.0B），Fabrinet净利率更高（9.9% vs 3.2%，领先6.8%），Fabrinet同比增速更快（35.9% vs 0.6%），Fabrinet自由现金流更多（$-5.3M vs $-17.2M），过去两年Fabrinet的营收复合增速更高（24.4% vs -4.1%）
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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
FDP vs FN — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.0B
营收增速更快
FN
高出35.3%
0.6%
净利率更高
FN
高出6.8%
3.2%
自由现金流更多
FN
多$11.9M
$-17.2M
两年增速更快
FN
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $32.3M | $112.6M |
| 毛利率 | 10.4% | 12.2% |
| 营业利润率 | 4.5% | 10.1% |
| 净利率 | 3.2% | 9.9% |
| 营收同比 | 0.6% | 35.9% |
| 净利润同比 | 59.1% | 30.0% |
| 每股收益（稀释后） | $0.67 | $3.11 |
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FDPFN
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $978.1M | ||
| Q2 25 | $1.2B | $909.7M | ||
| Q1 25 | $1.1B | $871.8M | ||
| Q4 24 | $1.0B | $833.6M | ||
| Q3 24 | $1.0B | $804.2M | ||
| Q2 24 | $1.1B | $753.3M | ||
| Q1 24 | $1.1B | $731.5M |
净利润FDPFN
| Q4 25 | $32.3M | $112.6M | ||
| Q3 25 | $-29.1M | $95.9M | ||
| Q2 25 | $56.8M | $87.2M | ||
| Q1 25 | $31.1M | $81.3M | ||
| Q4 24 | $20.3M | $86.6M | ||
| Q3 24 | $42.1M | $77.4M | ||
| Q2 24 | $53.6M | $81.1M | ||
| Q1 24 | $26.1M | $80.9M |
毛利率FDPFN
| Q4 25 | 10.4% | 12.2% | ||
| Q3 25 | 7.9% | 11.9% | ||
| Q2 25 | 10.2% | 12.2% | ||
| Q1 25 | 8.4% | 11.7% | ||
| Q4 24 | 6.8% | 12.1% | ||
| Q3 24 | 9.2% | 12.3% | ||
| Q2 24 | 9.9% | 12.3% | ||
| Q1 24 | 7.4% | 12.4% |
营业利润率FDPFN
| Q4 25 | 4.5% | 10.1% | ||
| Q3 25 | -2.1% | 9.6% | ||
| Q2 25 | 5.8% | 9.8% | ||
| Q1 25 | 4.1% | 9.0% | ||
| Q4 24 | 3.0% | 9.5% | ||
| Q3 24 | 5.3% | 9.6% | ||
| Q2 24 | 6.0% | 9.7% | ||
| Q1 24 | 4.0% | 9.7% |
净利率FDPFN
| Q4 25 | 3.2% | 9.9% | ||
| Q3 25 | -2.8% | 9.8% | ||
| Q2 25 | 4.8% | 9.6% | ||
| Q1 25 | 2.8% | 9.3% | ||
| Q4 24 | 2.0% | 10.4% | ||
| Q3 24 | 4.1% | 9.6% | ||
| Q2 24 | 4.7% | 10.8% | ||
| Q1 24 | 2.4% | 11.1% |
每股收益（稀释后）FDPFN
| Q4 25 | $0.67 | $3.11 | ||
| Q3 25 | $-0.61 | $2.66 | ||
| Q2 25 | $1.18 | $2.41 | ||
| Q1 25 | $0.64 | $2.25 | ||
| Q4 24 | $0.41 | $2.38 | ||
| Q3 24 | $0.88 | $2.13 | ||
| Q2 24 | $1.12 | $2.22 | ||
| Q1 24 | $0.55 | $2.21 |
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 | $35.7M | $960.8M |
| 总债务越低越好 | $176.2M | — |
| 股东权益账面价值 | $2.0B | $2.2B |
| 总资产 | $3.1B | $3.3B |
| 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FDPFN
| Q4 25 | $35.7M | $960.8M | ||
| Q3 25 | $97.2M | $968.8M | ||
| Q2 25 | $85.5M | $934.2M | ||
| Q1 25 | $34.4M | $950.7M | ||
| Q4 24 | $32.6M | $934.6M | ||
| Q3 24 | $50.8M | $908.9M | ||
| Q2 24 | $37.8M | $858.6M | ||
| Q1 24 | $42.2M | $794.0M |
总债务FDPFN
| 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FDPFN
| Q4 25 | $2.0B | $2.2B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.0B | $1.7B | ||
| Q1 24 | $1.9B | $1.7B |
总资产FDPFN
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.1B | $3.0B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $3.2B | $2.6B | ||
| Q4 24 | $3.1B | $2.5B | ||
| Q3 24 | $3.2B | $2.4B | ||
| Q2 24 | $3.1B | $2.3B | ||
| Q1 24 | $3.2B | $2.2B |
负债/权益比FDPFN
| 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 | $10.9M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | $-5.3M |
| 自由现金流率自由现金流/营收 | -1.7% | -0.5% |
| 资本支出强度资本支出/营收 | 2.8% | 4.6% |
| 现金转化率经营现金流/净利润 | 0.34× | 0.41× |
| 过去12个月自由现金流最近4个季度 | $181.3M | $102.3M |
8季度趋势，按日历期对齐
经营现金流FDPFN
| Q4 25 | $10.9M | $46.3M | ||
| Q3 25 | $75.0M | $102.6M | ||
| Q2 25 | $113.1M | $55.1M | ||
| Q1 25 | $46.1M | $74.2M | ||
| Q4 24 | $-4.7M | $115.9M | ||
| Q3 24 | $43.5M | $83.2M | ||
| Q2 24 | $125.0M | $83.1M | ||
| Q1 24 | $18.7M | $100.9M |
自由现金流FDPFN
| Q4 25 | $-17.2M | $-5.3M | ||
| Q3 25 | $60.9M | $57.3M | ||
| Q2 25 | $101.5M | $4.7M | ||
| Q1 25 | $36.1M | $45.7M | ||
| Q4 24 | $-22.3M | $94.0M | ||
| Q3 24 | $30.1M | $62.9M | ||
| Q2 24 | $117.0M | $70.4M | ||
| Q1 24 | $6.0M | $87.3M |
自由现金流率FDPFN
| Q4 25 | -1.7% | -0.5% | ||
| Q3 25 | 6.0% | 5.9% | ||
| Q2 25 | 8.6% | 0.5% | ||
| Q1 25 | 3.3% | 5.2% | ||
| Q4 24 | -2.2% | 11.3% | ||
| Q3 24 | 3.0% | 7.8% | ||
| Q2 24 | 10.3% | 9.3% | ||
| Q1 24 | 0.5% | 11.9% |
资本支出强度FDPFN
| Q4 25 | 2.8% | 4.6% | ||
| Q3 25 | 1.4% | 4.6% | ||
| Q2 25 | 1.0% | 5.5% | ||
| Q1 25 | 0.9% | 3.3% | ||
| Q4 24 | 1.7% | 2.6% | ||
| Q3 24 | 1.3% | 2.5% | ||
| Q2 24 | 0.7% | 1.7% | ||
| Q1 24 | 1.1% | 1.9% |
现金转化率FDPFN
| Q4 25 | 0.34× | 0.41× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | 1.99× | 0.63× | ||
| Q1 25 | 1.48× | 0.91× | ||
| Q4 24 | -0.23× | 1.34× | ||
| Q3 24 | 1.03× | 1.07× | ||
| Q2 24 | 2.33× | 1.02× | ||
| Q1 24 | 0.72× | 1.25× |
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
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
