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FRESH DEL MONTE PRODUCE INC(FDP)与Installed Building Products, Inc.(IBP)财务数据对比。点击上方公司名可切换其他公司
FRESH DEL MONTE PRODUCE INC的季度营收约是Installed Building Products, Inc.的1.4倍($1.0B vs $747.5M),Installed Building Products, Inc.净利率更高(10.2% vs 1.0%,领先9.2%),Installed Building Products, Inc.同比增速更快(-0.4% vs -4.9%),过去两年Installed Building Products, Inc.的营收复合增速更高(3.9% 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。
Installed Building Products, Inc.是美国领先的建筑产品安装服务商,主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务,覆盖住宅新建、翻新改造及商业建筑三大领域,业务遍及美国大部分地区。
FDP vs IBP — 直观对比
营收规模更大
FDP
是对方的1.4倍
$747.5M
营收增速更快
IBP
高出4.6%
-4.9%
净利率更高
IBP
高出9.2%
1.0%
两年增速更快
IBP
近两年复合增速
-4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $747.5M |
| 净利润 | $10.7M | $76.6M |
| 毛利率 | 8.5% | 35.0% |
| 营业利润率 | 1.9% | 14.6% |
| 净利率 | 1.0% | 10.2% |
| 营收同比 | -4.9% | -0.4% |
| 净利润同比 | -67.8% | 14.5% |
| 每股收益(稀释后) | $0.21 | $2.81 |
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
FDP
IBP
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $747.5M | ||
| Q3 25 | $1.0B | $778.2M | ||
| Q2 25 | $1.2B | $760.3M | ||
| Q1 25 | $1.1B | $684.8M | ||
| Q4 24 | $1.0B | $750.2M | ||
| Q3 24 | $1.0B | $760.6M | ||
| Q2 24 | $1.1B | $737.6M |
净利润
FDP
IBP
| Q1 26 | $10.7M | — | ||
| Q4 25 | $32.3M | $76.6M | ||
| Q3 25 | $-29.1M | $74.4M | ||
| Q2 25 | $56.8M | $69.0M | ||
| Q1 25 | $31.1M | $45.4M | ||
| Q4 24 | $20.3M | $66.9M | ||
| Q3 24 | $42.1M | $68.6M | ||
| Q2 24 | $53.6M | $65.2M |
毛利率
FDP
IBP
| Q1 26 | 8.5% | — | ||
| Q4 25 | 10.4% | 35.0% | ||
| Q3 25 | 7.9% | 34.0% | ||
| Q2 25 | 10.2% | 34.2% | ||
| Q1 25 | 8.4% | 32.7% | ||
| Q4 24 | 6.8% | 33.6% | ||
| Q3 24 | 9.2% | 33.8% | ||
| Q2 24 | 9.9% | 34.1% |
营业利润率
FDP
IBP
| Q1 26 | 1.9% | — | ||
| Q4 25 | 4.5% | 14.6% | ||
| Q3 25 | -2.1% | 13.7% | ||
| Q2 25 | 5.8% | 13.3% | ||
| Q1 25 | 4.1% | 10.2% | ||
| Q4 24 | 3.0% | 13.1% | ||
| Q3 24 | 5.3% | 13.3% | ||
| Q2 24 | 6.0% | 12.9% |
净利率
FDP
IBP
| Q1 26 | 1.0% | — | ||
| Q4 25 | 3.2% | 10.2% | ||
| Q3 25 | -2.8% | 9.6% | ||
| Q2 25 | 4.8% | 9.1% | ||
| Q1 25 | 2.8% | 6.6% | ||
| Q4 24 | 2.0% | 8.9% | ||
| Q3 24 | 4.1% | 9.0% | ||
| Q2 24 | 4.7% | 8.8% |
每股收益(稀释后)
FDP
IBP
| Q1 26 | $0.21 | — | ||
| Q4 25 | $0.67 | $2.81 | ||
| Q3 25 | $-0.61 | $2.74 | ||
| Q2 25 | $1.18 | $2.52 | ||
| Q1 25 | $0.64 | $1.64 | ||
| Q4 24 | $0.41 | $2.39 | ||
| Q3 24 | $0.88 | $2.44 | ||
| Q2 24 | $1.12 | $2.30 |
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 | $66.3M | $321.9M |
| 总债务越低越好 | $451.5M | $886.6M |
| 股东权益账面价值 | $2.0B | $709.9M |
| 总资产 | $3.4B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.22× | 1.25× |
8季度趋势,按日历期对齐
现金及短期投资
FDP
IBP
| Q1 26 | $66.3M | — | ||
| Q4 25 | $35.7M | $321.9M | ||
| Q3 25 | $97.2M | $333.3M | ||
| Q2 25 | $85.5M | $305.2M | ||
| Q1 25 | $34.4M | $298.7M | ||
| Q4 24 | $32.6M | $327.6M | ||
| Q3 24 | $50.8M | $406.2M | ||
| Q2 24 | $37.8M | $380.3M |
总债务
FDP
IBP
| Q1 26 | $451.5M | — | ||
| Q4 25 | $176.2M | $886.6M | ||
| Q3 25 | $176.7M | $880.8M | ||
| Q2 25 | $205.2M | $876.1M | ||
| Q1 25 | $237.4M | $872.4M | ||
| Q4 24 | $248.9M | $874.8M | ||
| Q3 24 | $274.8M | $872.3M | ||
| Q2 24 | $290.4M | $875.8M |
股东权益
FDP
IBP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $709.9M | ||
| Q3 25 | $2.0B | $678.6M | ||
| Q2 25 | $2.1B | $664.5M | ||
| Q1 25 | $2.0B | $660.9M | ||
| Q4 24 | $2.0B | $705.3M | ||
| Q3 24 | $2.0B | $716.4M | ||
| Q2 24 | $2.0B | $685.3M |
总资产
FDP
IBP
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.1B | $2.1B | ||
| Q3 25 | $3.1B | $2.1B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $3.2B | $2.0B | ||
| Q4 24 | $3.1B | $2.1B | ||
| Q3 24 | $3.2B | $2.1B | ||
| Q2 24 | $3.1B | $2.0B |
负债/权益比
FDP
IBP
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.09× | 1.25× | ||
| Q3 25 | 0.09× | 1.30× | ||
| Q2 25 | 0.10× | 1.32× | ||
| Q1 25 | 0.12× | 1.32× | ||
| Q4 24 | 0.13× | 1.24× | ||
| Q3 24 | 0.14× | 1.22× | ||
| Q2 24 | 0.15× | 1.28× |
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 | $44.1M | $64.9M |
| 自由现金流经营现金流 - 资本支出 | — | $49.3M |
| 自由现金流率自由现金流/营收 | — | 6.6% |
| 资本支出强度资本支出/营收 | 1.4% | 2.1% |
| 现金转化率经营现金流/净利润 | 4.12× | 0.85× |
| 过去12个月自由现金流最近4个季度 | — | $300.8M |
8季度趋势,按日历期对齐
经营现金流
FDP
IBP
| Q1 26 | $44.1M | — | ||
| Q4 25 | $10.9M | $64.9M | ||
| Q3 25 | $75.0M | $124.0M | ||
| Q2 25 | $113.1M | $90.4M | ||
| Q1 25 | $46.1M | $92.1M | ||
| Q4 24 | $-4.7M | $74.8M | ||
| Q3 24 | $43.5M | $101.4M | ||
| Q2 24 | $125.0M | $79.0M |
自由现金流
FDP
IBP
| Q1 26 | — | — | ||
| Q4 25 | $-17.2M | $49.3M | ||
| Q3 25 | $60.9M | $104.8M | ||
| Q2 25 | $101.5M | $74.8M | ||
| Q1 25 | $36.1M | $71.9M | ||
| Q4 24 | $-22.3M | $52.9M | ||
| Q3 24 | $30.1M | $77.3M | ||
| Q2 24 | $117.0M | $58.2M |
自由现金流率
FDP
IBP
| Q1 26 | — | — | ||
| Q4 25 | -1.7% | 6.6% | ||
| Q3 25 | 6.0% | 13.5% | ||
| Q2 25 | 8.6% | 9.8% | ||
| Q1 25 | 3.3% | 10.5% | ||
| Q4 24 | -2.2% | 7.1% | ||
| Q3 24 | 3.0% | 10.2% | ||
| Q2 24 | 10.3% | 7.9% |
资本支出强度
FDP
IBP
| Q1 26 | 1.4% | — | ||
| Q4 25 | 2.8% | 2.1% | ||
| Q3 25 | 1.4% | 2.5% | ||
| Q2 25 | 1.0% | 2.1% | ||
| Q1 25 | 0.9% | 2.9% | ||
| Q4 24 | 1.7% | 2.9% | ||
| Q3 24 | 1.3% | 3.2% | ||
| Q2 24 | 0.7% | 2.8% |
现金转化率
FDP
IBP
| Q1 26 | 4.12× | — | ||
| Q4 25 | 0.34× | 0.85× | ||
| Q3 25 | — | 1.67× | ||
| Q2 25 | 1.99× | 1.31× | ||
| Q1 25 | 1.48× | 2.03× | ||
| Q4 24 | -0.23× | 1.12× | ||
| Q3 24 | 1.03× | 1.48× | ||
| Q2 24 | 2.33× | 1.21× |
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
暂无分部数据
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |