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FRESH DEL MONTE PRODUCE INC（FDP）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是FRESH DEL MONTE PRODUCE INC的1.9倍（$1.9B vs $1.0B），Masco净利率更高（11.9% vs 3.2%，领先8.7%），Masco同比增速更快（6.5% vs 0.6%），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.1% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
FDP vs MAS — 直观对比
营收规模更大
MAS
是对方的1.9倍
$1.0B
营收增速更快
MAS
高出5.9%
0.6%
净利率更高
MAS
高出8.7%
3.2%
两年增速更快
FDP
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $32.3M | $228.0M |
| 毛利率 | 10.4% | 35.8% |
| 营业利润率 | 4.5% | 16.5% |
| 净利率 | 3.2% | 11.9% |
| 营收同比 | 0.6% | 6.5% |
| 净利润同比 | 59.1% | 14.5% |
| 每股收益（稀释后） | $0.67 | — |
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FDPMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.0B | $1.8B | ||
| Q3 25 | $1.0B | $1.9B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $1.8B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $1.1B | $2.1B |
净利润FDPMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $32.3M | $165.0M | ||
| Q3 25 | $-29.1M | $189.0M | ||
| Q2 25 | $56.8M | $270.0M | ||
| Q1 25 | $31.1M | $186.0M | ||
| Q4 24 | $20.3M | $182.0M | ||
| Q3 24 | $42.1M | $167.0M | ||
| Q2 24 | $53.6M | $258.0M |
毛利率FDPMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 10.4% | 33.9% | ||
| Q3 25 | 7.9% | 34.2% | ||
| Q2 25 | 10.2% | 37.6% | ||
| Q1 25 | 8.4% | 35.8% | ||
| Q4 24 | 6.8% | 34.8% | ||
| Q3 24 | 9.2% | 36.6% | ||
| Q2 24 | 9.9% | 37.5% |
营业利润率FDPMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 4.5% | 13.8% | ||
| Q3 25 | -2.1% | 15.8% | ||
| Q2 25 | 5.8% | 20.1% | ||
| Q1 25 | 4.1% | 15.9% | ||
| Q4 24 | 3.0% | 15.9% | ||
| Q3 24 | 5.3% | 18.0% | ||
| Q2 24 | 6.0% | 19.0% |
净利率FDPMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 3.2% | 9.2% | ||
| Q3 25 | -2.8% | 9.9% | ||
| Q2 25 | 4.8% | 13.2% | ||
| Q1 25 | 2.8% | 10.3% | ||
| Q4 24 | 2.0% | 10.0% | ||
| Q3 24 | 4.1% | 8.4% | ||
| Q2 24 | 4.7% | 12.3% |
每股收益（稀释后）FDPMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.67 | $0.81 | ||
| Q3 25 | $-0.61 | $0.90 | ||
| Q2 25 | $1.18 | $1.28 | ||
| Q1 25 | $0.64 | $0.87 | ||
| Q4 24 | $0.41 | $0.85 | ||
| Q3 24 | $0.88 | $0.77 | ||
| Q2 24 | $1.12 | $1.17 |
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 | — |
| 总债务越低越好 | $176.2M | $2.9B |
| 股东权益账面价值 | $2.0B | $27.0M |
| 总资产 | $3.1B | $5.2B |
| 负债/权益比越低杠杆越低 | 0.09× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资FDPMAS
| Q1 26 | — | — | ||
| Q4 25 | $35.7M | $647.0M | ||
| Q3 25 | $97.2M | $559.0M | ||
| Q2 25 | $85.5M | $390.0M | ||
| Q1 25 | $34.4M | $377.0M | ||
| Q4 24 | $32.6M | $634.0M | ||
| Q3 24 | $50.8M | $646.0M | ||
| Q2 24 | $37.8M | $398.0M |
总债务FDPMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $176.2M | $2.9B | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $205.2M | — | ||
| Q1 25 | $237.4M | — | ||
| Q4 24 | $248.9M | $2.9B | ||
| Q3 24 | $274.8M | — | ||
| Q2 24 | $290.4M | — |
股东权益FDPMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $2.0B | $-185.0M | ||
| Q3 25 | $2.0B | $-78.0M | ||
| Q2 25 | $2.1B | $-84.0M | ||
| Q1 25 | $2.0B | $-254.0M | ||
| Q4 24 | $2.0B | $-279.0M | ||
| Q3 24 | $2.0B | $-88.0M | ||
| Q2 24 | $2.0B | $-26.0M |
总资产FDPMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $3.1B | $5.2B | ||
| Q3 25 | $3.1B | $5.3B | ||
| Q2 25 | $3.2B | $5.3B | ||
| Q1 25 | $3.2B | $5.1B | ||
| Q4 24 | $3.1B | $5.0B | ||
| Q3 24 | $3.2B | $5.3B | ||
| Q2 24 | $3.1B | $5.4B |
负债/权益比FDPMAS
| Q1 26 | — | 109.07× | ||
| 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× | — |
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 | — |
| 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% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.34× | — |
| 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FDPMAS
| Q1 26 | — | — | ||
| Q4 25 | $10.9M | $418.0M | ||
| Q3 25 | $75.0M | $456.0M | ||
| Q2 25 | $113.1M | $306.0M | ||
| Q1 25 | $46.1M | $-158.0M | ||
| Q4 24 | $-4.7M | $407.0M | ||
| Q3 24 | $43.5M | $416.0M | ||
| Q2 24 | $125.0M | $346.0M |
自由现金流FDPMAS
| Q1 26 | — | — | ||
| Q4 25 | $-17.2M | $371.0M | ||
| Q3 25 | $60.9M | $415.0M | ||
| Q2 25 | $101.5M | $270.0M | ||
| Q1 25 | $36.1M | $-190.0M | ||
| Q4 24 | $-22.3M | $351.0M | ||
| Q3 24 | $30.1M | $378.0M | ||
| Q2 24 | $117.0M | $303.0M |
自由现金流率FDPMAS
| Q1 26 | — | — | ||
| Q4 25 | -1.7% | 20.7% | ||
| Q3 25 | 6.0% | 21.6% | ||
| Q2 25 | 8.6% | 13.2% | ||
| Q1 25 | 3.3% | -10.5% | ||
| Q4 24 | -2.2% | 19.2% | ||
| Q3 24 | 3.0% | 19.1% | ||
| Q2 24 | 10.3% | 14.5% |
资本支出强度FDPMAS
| Q1 26 | — | 1.8% | ||
| Q4 25 | 2.8% | 2.6% | ||
| Q3 25 | 1.4% | 2.1% | ||
| Q2 25 | 1.0% | 1.8% | ||
| Q1 25 | 0.9% | 1.8% | ||
| Q4 24 | 1.7% | 3.1% | ||
| Q3 24 | 1.3% | 1.9% | ||
| Q2 24 | 0.7% | 2.1% |
现金转化率FDPMAS
| Q1 26 | — | — | ||
| Q4 25 | 0.34× | 2.53× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | 1.99× | 1.13× | ||
| Q1 25 | 1.48× | -0.85× | ||
| Q4 24 | -0.23× | 2.24× | ||
| Q3 24 | 1.03× | 2.49× | ||
| Q2 24 | 2.33× | 1.34× |
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% |
MAS
暂无分部数据
