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FRESH DEL MONTE PRODUCE INC（FDP）与格罗方德（GFS）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是FRESH DEL MONTE PRODUCE INC的1.7倍（$1.7B vs $1.0B），格罗方德净利率更高（14.8% vs 3.2%，领先11.6%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -2.9%），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.1% vs -4.3%）
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。
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
FDP vs GFS — 直观对比
营收规模更大
GFS
是对方的1.7倍
$1.0B
营收增速更快
FDP
高出3.6%
-2.9%
净利率更高
GFS
高出11.6%
3.2%
两年增速更快
FDP
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.7B |
| 净利润 | $32.3M | $249.0M |
| 毛利率 | 10.4% | 24.8% |
| 营业利润率 | 4.5% | 11.6% |
| 净利率 | 3.2% | 14.8% |
| 营收同比 | 0.6% | -2.9% |
| 净利润同比 | 59.1% | 39.9% |
| 每股收益（稀释后） | $0.67 | $0.44 |
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FDPGFS
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.0B | $1.7B | ||
| Q2 25 | $1.2B | $1.7B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $1.1B | $1.5B |
净利润FDPGFS
| Q4 25 | $32.3M | — | ||
| Q3 25 | $-29.1M | $249.0M | ||
| Q2 25 | $56.8M | $228.0M | ||
| Q1 25 | $31.1M | $211.0M | ||
| Q4 24 | $20.3M | — | ||
| Q3 24 | $42.1M | $178.0M | ||
| Q2 24 | $53.6M | $155.0M | ||
| Q1 24 | $26.1M | $134.0M |
毛利率FDPGFS
| Q4 25 | 10.4% | — | ||
| Q3 25 | 7.9% | 24.8% | ||
| Q2 25 | 10.2% | 24.2% | ||
| Q1 25 | 8.4% | 22.4% | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 9.2% | 23.8% | ||
| Q2 24 | 9.9% | 24.2% | ||
| Q1 24 | 7.4% | 25.4% |
营业利润率FDPGFS
| Q4 25 | 4.5% | — | ||
| Q3 25 | -2.1% | 11.6% | ||
| Q2 25 | 5.8% | 11.6% | ||
| Q1 25 | 4.1% | 9.5% | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 5.3% | 10.6% | ||
| Q2 24 | 6.0% | 9.5% | ||
| Q1 24 | 4.0% | 9.5% |
净利率FDPGFS
| Q4 25 | 3.2% | — | ||
| Q3 25 | -2.8% | 14.8% | ||
| Q2 25 | 4.8% | 13.5% | ||
| Q1 25 | 2.8% | 13.3% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 4.1% | 10.2% | ||
| Q2 24 | 4.7% | 9.5% | ||
| Q1 24 | 2.4% | 8.7% |
每股收益（稀释后）FDPGFS
| Q4 25 | $0.67 | — | ||
| Q3 25 | $-0.61 | $0.44 | ||
| Q2 25 | $1.18 | $0.41 | ||
| Q1 25 | $0.64 | $0.38 | ||
| Q4 24 | $0.41 | — | ||
| Q3 24 | $0.88 | $0.32 | ||
| Q2 24 | $1.12 | $0.28 | ||
| Q1 24 | $0.55 | $0.24 |
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 | $2.0B |
| 总债务越低越好 | $176.2M | — |
| 股东权益账面价值 | $2.0B | $11.8B |
| 总资产 | $3.1B | $16.7B |
| 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FDPGFS
| Q4 25 | $35.7M | — | ||
| Q3 25 | $97.2M | $2.0B | ||
| Q2 25 | $85.5M | $1.8B | ||
| Q1 25 | $34.4M | $1.6B | ||
| Q4 24 | $32.6M | — | ||
| Q3 24 | $50.8M | $2.3B | ||
| Q2 24 | $37.8M | $2.2B | ||
| Q1 24 | $42.2M | $2.2B |
总债务FDPGFS
| 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FDPGFS
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | $11.8B | ||
| Q2 25 | $2.1B | $11.5B | ||
| Q1 25 | $2.0B | $11.1B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | $11.6B | ||
| Q2 24 | $2.0B | $11.3B | ||
| Q1 24 | $1.9B | $11.3B |
总资产FDPGFS
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.1B | $16.7B | ||
| Q2 25 | $3.2B | $16.8B | ||
| Q1 25 | $3.2B | $16.5B | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | $18.1B | ||
| Q2 24 | $3.1B | — | ||
| Q1 24 | $3.2B | — |
负债/权益比FDPGFS
| 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 | $595.0M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | — |
| 自由现金流率自由现金流/营收 | -1.7% | — |
| 资本支出强度资本支出/营收 | 2.8% | — |
| 现金转化率经营现金流/净利润 | 0.34× | 2.39× |
| 过去12个月自由现金流最近4个季度 | $181.3M | — |
8季度趋势，按日历期对齐
经营现金流FDPGFS
| Q4 25 | $10.9M | — | ||
| Q3 25 | $75.0M | $595.0M | ||
| Q2 25 | $113.1M | $431.0M | ||
| Q1 25 | $46.1M | $331.0M | ||
| Q4 24 | $-4.7M | — | ||
| Q3 24 | $43.5M | $375.0M | ||
| Q2 24 | $125.0M | $402.0M | ||
| Q1 24 | $18.7M | $488.0M |
自由现金流FDPGFS
| Q4 25 | $-17.2M | — | ||
| Q3 25 | $60.9M | — | ||
| Q2 25 | $101.5M | — | ||
| Q1 25 | $36.1M | — | ||
| Q4 24 | $-22.3M | — | ||
| Q3 24 | $30.1M | — | ||
| Q2 24 | $117.0M | — | ||
| Q1 24 | $6.0M | — |
自由现金流率FDPGFS
| Q4 25 | -1.7% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 8.6% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 10.3% | — | ||
| Q1 24 | 0.5% | — |
资本支出强度FDPGFS
| Q4 25 | 2.8% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.7% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 1.1% | — |
现金转化率FDPGFS
| Q4 25 | 0.34× | — | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | 1.99× | 1.89× | ||
| Q1 25 | 1.48× | 1.57× | ||
| Q4 24 | -0.23× | — | ||
| Q3 24 | 1.03× | 2.11× | ||
| Q2 24 | 2.33× | 2.59× | ||
| Q1 24 | 0.72× | 3.64× |
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% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
