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FRESH DEL MONTE PRODUCE INC（FDP）与M/I HOMES, INC.（MHO）财务数据对比。点击上方公司名可切换其他公司
M/I HOMES, INC.的季度营收约是FRESH DEL MONTE PRODUCE INC的1.1倍（$1.1B vs $1.0B），M/I HOMES, INC.净利率更高（5.6% vs 3.2%，领先2.4%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -4.8%），M/I HOMES, INC.自由现金流更多（$-13.0M vs $-17.2M），过去两年M/I HOMES, INC.的营收复合增速更高（4.7% 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。
M/I Homes是美国领先的住宅建筑企业，主要设计、建造及销售独栋住宅、联排住宅与复式公寓，业务覆盖美国多州，面向首次置业、改善型及高端置业群体，提供节能住宅产品与个性化定制服务。
FDP vs MHO — 直观对比
营收规模更大
MHO
是对方的1.1倍
$1.0B
营收增速更快
FDP
高出5.4%
-4.8%
净利率更高
MHO
高出2.4%
3.2%
自由现金流更多
MHO
多$4.2M
$-17.2M
两年增速更快
MHO
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.1B |
| 净利润 | $32.3M | $64.0M |
| 毛利率 | 10.4% | 17.4% |
| 营业利润率 | 4.5% | 6.5% |
| 净利率 | 3.2% | 5.6% |
| 营收同比 | 0.6% | -4.8% |
| 净利润同比 | 59.1% | -52.1% |
| 每股收益（稀释后） | $0.67 | $2.42 |
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FDPMHO
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.1B | $976.1M | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.0B |
净利润FDPMHO
| Q4 25 | $32.3M | $64.0M | ||
| Q3 25 | $-29.1M | $106.5M | ||
| Q2 25 | $56.8M | $121.2M | ||
| Q1 25 | $31.1M | $111.2M | ||
| Q4 24 | $20.3M | $133.5M | ||
| Q3 24 | $42.1M | $145.4M | ||
| Q2 24 | $53.6M | $146.7M | ||
| Q1 24 | $26.1M | $138.1M |
毛利率FDPMHO
| Q4 25 | 10.4% | 17.4% | ||
| Q3 25 | 7.9% | 24.5% | ||
| Q2 25 | 10.2% | 24.7% | ||
| Q1 25 | 8.4% | 25.9% | ||
| Q4 24 | 6.8% | 24.6% | ||
| Q3 24 | 9.2% | 27.1% | ||
| Q2 24 | 9.9% | 27.9% | ||
| Q1 24 | 7.4% | 27.1% |
营业利润率FDPMHO
| Q4 25 | 4.5% | 6.5% | ||
| Q3 25 | -2.1% | 12.0% | ||
| Q2 25 | 5.8% | 13.4% | ||
| Q1 25 | 4.1% | 14.4% | ||
| Q4 24 | 3.0% | 13.6% | ||
| Q3 24 | 5.3% | 15.9% | ||
| Q2 24 | 6.0% | 16.8% | ||
| Q1 24 | 4.0% | 16.6% |
净利率FDPMHO
| Q4 25 | 3.2% | 5.6% | ||
| Q3 25 | -2.8% | 9.4% | ||
| Q2 25 | 4.8% | 10.4% | ||
| Q1 25 | 2.8% | 11.4% | ||
| Q4 24 | 2.0% | 11.1% | ||
| Q3 24 | 4.1% | 12.7% | ||
| Q2 24 | 4.7% | 13.2% | ||
| Q1 24 | 2.4% | 13.2% |
每股收益（稀释后）FDPMHO
| Q4 25 | $0.67 | $2.42 | ||
| Q3 25 | $-0.61 | $3.92 | ||
| Q2 25 | $1.18 | $4.42 | ||
| Q1 25 | $0.64 | $3.98 | ||
| Q4 24 | $0.41 | $4.71 | ||
| Q3 24 | $0.88 | $5.10 | ||
| Q2 24 | $1.12 | $5.12 | ||
| Q1 24 | $0.55 | $4.78 |
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 | — |
| 股东权益账面价值 | $2.0B | $3.2B |
| 总资产 | $3.1B | $4.8B |
| 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FDPMHO
| Q4 25 | $35.7M | — | ||
| Q3 25 | $97.2M | — | ||
| Q2 25 | $85.5M | — | ||
| Q1 25 | $34.4M | — | ||
| Q4 24 | $32.6M | — | ||
| Q3 24 | $50.8M | — | ||
| Q2 24 | $37.8M | — | ||
| Q1 24 | $42.2M | — |
总债务FDPMHO
| 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FDPMHO
| Q4 25 | $2.0B | $3.2B | ||
| Q3 25 | $2.0B | $3.1B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $2.0B | $3.0B | ||
| Q4 24 | $2.0B | $2.9B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $2.0B | $2.7B | ||
| Q1 24 | $1.9B | $2.6B |
总资产FDPMHO
| Q4 25 | $3.1B | $4.8B | ||
| Q3 25 | $3.1B | $4.8B | ||
| Q2 25 | $3.2B | $4.7B | ||
| Q1 25 | $3.2B | $4.6B | ||
| Q4 24 | $3.1B | $4.5B | ||
| Q3 24 | $3.2B | $4.5B | ||
| Q2 24 | $3.1B | $4.3B | ||
| Q1 24 | $3.2B | $4.2B |
负债/权益比FDPMHO
| 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 | $-8.7M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | $-13.0M |
| 自由现金流率自由现金流/营收 | -1.7% | -1.1% |
| 资本支出强度资本支出/营收 | 2.8% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.34× | -0.14× |
| 过去12个月自由现金流最近4个季度 | $181.3M | $127.7M |
8季度趋势，按日历期对齐
经营现金流FDPMHO
| Q4 25 | $10.9M | $-8.7M | ||
| Q3 25 | $75.0M | $43.4M | ||
| Q2 25 | $113.1M | $37.8M | ||
| Q1 25 | $46.1M | $64.9M | ||
| Q4 24 | $-4.7M | $104.4M | ||
| Q3 24 | $43.5M | $-67.9M | ||
| Q2 24 | $125.0M | $27.5M | ||
| Q1 24 | $18.7M | $115.8M |
自由现金流FDPMHO
| Q4 25 | $-17.2M | $-13.0M | ||
| Q3 25 | $60.9M | $42.0M | ||
| Q2 25 | $101.5M | $35.1M | ||
| Q1 25 | $36.1M | $63.5M | ||
| Q4 24 | $-22.3M | $102.3M | ||
| Q3 24 | $30.1M | $-68.5M | ||
| Q2 24 | $117.0M | $22.0M | ||
| Q1 24 | $6.0M | $115.5M |
自由现金流率FDPMHO
| Q4 25 | -1.7% | -1.1% | ||
| Q3 25 | 6.0% | 3.7% | ||
| Q2 25 | 8.6% | 3.0% | ||
| Q1 25 | 3.3% | 6.5% | ||
| Q4 24 | -2.2% | 8.5% | ||
| Q3 24 | 3.0% | -6.0% | ||
| Q2 24 | 10.3% | 2.0% | ||
| Q1 24 | 0.5% | 11.0% |
资本支出强度FDPMHO
| Q4 25 | 2.8% | 0.4% | ||
| Q3 25 | 1.4% | 0.1% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 0.9% | 0.1% | ||
| Q4 24 | 1.7% | 0.2% | ||
| Q3 24 | 1.3% | 0.1% | ||
| Q2 24 | 0.7% | 0.5% | ||
| Q1 24 | 1.1% | 0.0% |
现金转化率FDPMHO
| Q4 25 | 0.34× | -0.14× | ||
| Q3 25 | — | 0.41× | ||
| Q2 25 | 1.99× | 0.31× | ||
| Q1 25 | 1.48× | 0.58× | ||
| Q4 24 | -0.23× | 0.78× | ||
| Q3 24 | 1.03× | -0.47× | ||
| Q2 24 | 2.33× | 0.19× | ||
| Q1 24 | 0.72× | 0.84× |
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% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
