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FRESH DEL MONTE PRODUCE INC（FDP）与森萨塔科技（ST）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的季度营收约是森萨塔科技的1.1倍（$1.0B vs $934.8M），森萨塔科技净利率更高（9.3% vs 3.2%，领先6.1%），森萨塔科技同比增速更快（2.6% vs 0.6%），森萨塔科技自由现金流更多（$104.6M vs $-17.2M），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.1% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
FDP vs ST — 直观对比
营收规模更大
FDP
是对方的1.1倍
$934.8M
营收增速更快
ST
高出1.9%
0.6%
净利率更高
ST
高出6.1%
3.2%
自由现金流更多
ST
多$121.8M
$-17.2M
两年增速更快
FDP
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $934.8M |
| 净利润 | $32.3M | $87.1M |
| 毛利率 | 10.4% | 30.6% |
| 营业利润率 | 4.5% | 15.1% |
| 净利率 | 3.2% | 9.3% |
| 营收同比 | 0.6% | 2.6% |
| 净利润同比 | 59.1% | 24.6% |
| 每股收益（稀释后） | $0.67 | $0.59 |
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FDPST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $1.0B | $917.9M | ||
| Q3 25 | $1.0B | $932.0M | ||
| Q2 25 | $1.2B | $943.4M | ||
| Q1 25 | $1.1B | $911.3M | ||
| Q4 24 | $1.0B | $907.7M | ||
| Q3 24 | $1.0B | $982.8M | ||
| Q2 24 | $1.1B | $1.0B |
净利润FDPST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $32.3M | $63.2M | ||
| Q3 25 | $-29.1M | $-162.5M | ||
| Q2 25 | $56.8M | $60.7M | ||
| Q1 25 | $31.1M | $69.9M | ||
| Q4 24 | $20.3M | $5.8M | ||
| Q3 24 | $42.1M | $-25.0M | ||
| Q2 24 | $53.6M | $71.7M |
毛利率FDPST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 10.4% | 29.0% | ||
| Q3 25 | 7.9% | 27.8% | ||
| Q2 25 | 10.2% | 30.3% | ||
| Q1 25 | 8.4% | 29.9% | ||
| Q4 24 | 6.8% | 27.1% | ||
| Q3 24 | 9.2% | 28.6% | ||
| Q2 24 | 9.9% | 30.0% |
营业利润率FDPST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 4.5% | 10.9% | ||
| Q3 25 | -2.1% | -13.2% | ||
| Q2 25 | 5.8% | 14.6% | ||
| Q1 25 | 4.1% | 13.4% | ||
| Q4 24 | 3.0% | 8.1% | ||
| Q3 24 | 5.3% | -20.3% | ||
| Q2 24 | 6.0% | 12.5% |
净利率FDPST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 3.2% | 6.9% | ||
| Q3 25 | -2.8% | -17.4% | ||
| Q2 25 | 4.8% | 6.4% | ||
| Q1 25 | 2.8% | 7.7% | ||
| Q4 24 | 2.0% | 0.6% | ||
| Q3 24 | 4.1% | -2.5% | ||
| Q2 24 | 4.7% | 6.9% |
每股收益（稀释后）FDPST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $0.67 | $0.45 | ||
| Q3 25 | $-0.61 | $-1.12 | ||
| Q2 25 | $1.18 | $0.41 | ||
| Q1 25 | $0.64 | $0.47 | ||
| Q4 24 | $0.41 | $0.05 | ||
| Q3 24 | $0.88 | $-0.17 | ||
| Q2 24 | $1.12 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | $176.2M | — |
| 股东权益账面价值 | $2.0B | $2.9B |
| 总资产 | $3.1B | $6.8B |
| 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FDPST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $35.7M | $573.0M | ||
| Q3 25 | $97.2M | $791.3M | ||
| Q2 25 | $85.5M | $661.8M | ||
| Q1 25 | $34.4M | $588.1M | ||
| Q4 24 | $32.6M | $593.7M | ||
| Q3 24 | $50.8M | $506.2M | ||
| Q2 24 | $37.8M | $1.0B |
总债务FDPST
| Q1 26 | — | — | ||
| Q4 25 | $176.2M | $2.8B | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $205.2M | — | ||
| Q1 25 | $237.4M | — | ||
| Q4 24 | $248.9M | $3.2B | ||
| Q3 24 | $274.8M | — | ||
| Q2 24 | $290.4M | — |
股东权益FDPST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.0B | $2.8B | ||
| Q3 25 | $2.0B | $2.7B | ||
| Q2 25 | $2.1B | $2.9B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.0B | $2.9B | ||
| Q3 24 | $2.0B | $3.0B | ||
| Q2 24 | $2.0B | $3.0B |
总资产FDPST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $3.1B | $6.8B | ||
| Q3 25 | $3.1B | $7.1B | ||
| Q2 25 | $3.2B | $7.3B | ||
| Q1 25 | $3.2B | $7.2B | ||
| Q4 24 | $3.1B | $7.1B | ||
| Q3 24 | $3.2B | $7.3B | ||
| Q2 24 | $3.1B | $8.2B |
负债/权益比FDPST
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | 1.02× | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 1.11× | ||
| 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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | $104.6M |
| 自由现金流率自由现金流/营收 | -1.7% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $181.3M | $508.3M |
8季度趋势，按日历期对齐
经营现金流FDPST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $10.9M | $201.5M | ||
| Q3 25 | $75.0M | $159.9M | ||
| Q2 25 | $113.1M | $140.9M | ||
| Q1 25 | $46.1M | $119.2M | ||
| Q4 24 | $-4.7M | $170.7M | ||
| Q3 24 | $43.5M | $130.9M | ||
| Q2 24 | $125.0M | $143.5M |
自由现金流FDPST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $-17.2M | $151.9M | ||
| Q3 25 | $60.9M | $136.2M | ||
| Q2 25 | $101.5M | $115.5M | ||
| Q1 25 | $36.1M | $86.6M | ||
| Q4 24 | $-22.3M | $138.9M | ||
| Q3 24 | $30.1M | $91.3M | ||
| Q2 24 | $117.0M | $98.4M |
自由现金流率FDPST
| Q1 26 | — | 11.2% | ||
| Q4 25 | -1.7% | 16.6% | ||
| Q3 25 | 6.0% | 14.6% | ||
| Q2 25 | 8.6% | 12.2% | ||
| Q1 25 | 3.3% | 9.5% | ||
| Q4 24 | -2.2% | 15.3% | ||
| Q3 24 | 3.0% | 9.3% | ||
| Q2 24 | 10.3% | 9.5% |
资本支出强度FDPST
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 5.4% | ||
| Q3 25 | 1.4% | 2.5% | ||
| Q2 25 | 1.0% | 2.7% | ||
| Q1 25 | 0.9% | 3.6% | ||
| Q4 24 | 1.7% | 3.5% | ||
| Q3 24 | 1.3% | 4.0% | ||
| Q2 24 | 0.7% | 4.4% |
现金转化率FDPST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 0.34× | 3.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.99× | 2.32× | ||
| Q1 25 | 1.48× | 1.70× | ||
| Q4 24 | -0.23× | 29.50× | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 2.33× | 2.00× |
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% |
ST
暂无分部数据
