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FRESH DEL MONTE PRODUCE INC(FDP)与STEWART INFORMATION SERVICES CORP(STC)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STEWART INFORMATION SERVICES CORP的1.3倍($1.0B vs $764.6M),FRESH DEL MONTE PRODUCE INC净利率更高(3.2% vs 2.2%,领先0.9%),STEWART INFORMATION SERVICES CORP同比增速更快(27.7% vs 0.6%),过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高(12.7% 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。
斯图尔特信息服务公司(STC)是一家主营房地产信息、产权保险及交易管理服务的企业,旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业,为美国及全球市场提供相关产品与服务,总部位于得克萨斯州休斯敦,现有员工约6350人。
FDP vs STC — 直观对比
营收规模更大
FDP
是对方的1.3倍
$764.6M
营收增速更快
STC
高出27.0%
0.6%
净利率更高
FDP
高出0.9%
2.2%
两年增速更快
STC
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $764.6M |
| 净利润 | $32.3M | $17.0M |
| 毛利率 | 10.4% | — |
| 营业利润率 | 4.5% | — |
| 净利率 | 3.2% | 2.2% |
| 营收同比 | 0.6% | 27.7% |
| 净利润同比 | 59.1% | 448.4% |
| 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
FDP
STC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $1.0B | $790.6M | ||
| Q3 25 | $1.0B | $796.9M | ||
| Q2 25 | $1.2B | $722.2M | ||
| Q1 25 | $1.1B | $612.0M | ||
| Q4 24 | $1.0B | $665.9M | ||
| Q3 24 | $1.0B | $667.9M | ||
| Q2 24 | $1.1B | $602.2M |
净利润
FDP
STC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $32.3M | $36.3M | ||
| Q3 25 | $-29.1M | $44.3M | ||
| Q2 25 | $56.8M | $31.9M | ||
| Q1 25 | $31.1M | $3.1M | ||
| Q4 24 | $20.3M | $22.7M | ||
| Q3 24 | $42.1M | $30.1M | ||
| Q2 24 | $53.6M | $17.3M |
毛利率
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 10.2% | — | ||
| Q1 25 | 8.4% | — | ||
| Q4 24 | 6.8% | — | ||
| Q3 24 | 9.2% | — | ||
| Q2 24 | 9.9% | — |
营业利润率
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | 6.5% | ||
| Q3 25 | -2.1% | 7.7% | ||
| Q2 25 | 5.8% | 6.5% | ||
| Q1 25 | 4.1% | 1.0% | ||
| Q4 24 | 3.0% | 5.3% | ||
| Q3 24 | 5.3% | 6.4% | ||
| Q2 24 | 6.0% | 4.8% |
净利率
FDP
STC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.2% | 4.6% | ||
| Q3 25 | -2.8% | 5.6% | ||
| Q2 25 | 4.8% | 4.4% | ||
| Q1 25 | 2.8% | 0.5% | ||
| Q4 24 | 2.0% | 3.4% | ||
| Q3 24 | 4.1% | 4.5% | ||
| Q2 24 | 4.7% | 2.9% |
每股收益(稀释后)
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | $0.67 | $1.26 | ||
| Q3 25 | $-0.61 | $1.55 | ||
| Q2 25 | $1.18 | $1.13 | ||
| Q1 25 | $0.64 | $0.11 | ||
| Q4 24 | $0.41 | $0.81 | ||
| Q3 24 | $0.88 | $1.07 | ||
| Q2 24 | $1.12 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | $176.2M | — |
| 股东权益账面价值 | $2.0B | — |
| 总资产 | $3.1B | — |
| 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
FDP
STC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $35.7M | $369.7M | ||
| Q3 25 | $97.2M | $233.2M | ||
| Q2 25 | $85.5M | $223.8M | ||
| Q1 25 | $34.4M | $194.2M | ||
| Q4 24 | $32.6M | $257.5M | ||
| Q3 24 | $50.8M | $228.7M | ||
| Q2 24 | $37.8M | $176.7M |
总债务
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | $176.2M | — | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $205.2M | — | ||
| Q1 25 | $237.4M | — | ||
| Q4 24 | $248.9M | $445.8M | ||
| Q3 24 | $274.8M | — | ||
| Q2 24 | $290.4M | — |
股东权益
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $1.6B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.0B | $1.4B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.0B | $1.4B | ||
| Q2 24 | $2.0B | $1.4B |
总资产
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $3.3B | ||
| Q3 25 | $3.1B | $2.8B | ||
| Q2 25 | $3.2B | $2.8B | ||
| Q1 25 | $3.2B | $2.7B | ||
| Q4 24 | $3.1B | $2.7B | ||
| Q3 24 | $3.2B | $2.7B | ||
| Q2 24 | $3.1B | $2.6B |
负债/权益比
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | 0.09× | — | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.13× | 0.32× | ||
| 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% | — |
| 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
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | $10.9M | $89.5M | ||
| Q3 25 | $75.0M | $92.6M | ||
| Q2 25 | $113.1M | $53.4M | ||
| Q1 25 | $46.1M | $-29.9M | ||
| Q4 24 | $-4.7M | $68.0M | ||
| Q3 24 | $43.5M | $76.1M | ||
| Q2 24 | $125.0M | $21.1M |
自由现金流
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | $-17.2M | $62.3M | ||
| Q3 25 | $60.9M | $73.6M | ||
| Q2 25 | $101.5M | $38.7M | ||
| Q1 25 | $36.1M | $-42.2M | ||
| Q4 24 | $-22.3M | $55.6M | ||
| Q3 24 | $30.1M | $67.4M | ||
| Q2 24 | $117.0M | $11.9M |
自由现金流率
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | -1.7% | 7.9% | ||
| Q3 25 | 6.0% | 9.2% | ||
| Q2 25 | 8.6% | 5.4% | ||
| Q1 25 | 3.3% | -6.9% | ||
| Q4 24 | -2.2% | 8.4% | ||
| Q3 24 | 3.0% | 10.1% | ||
| Q2 24 | 10.3% | 2.0% |
资本支出强度
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | 3.4% | ||
| Q3 25 | 1.4% | 2.4% | ||
| Q2 25 | 1.0% | 2.0% | ||
| Q1 25 | 0.9% | 2.0% | ||
| Q4 24 | 1.7% | 1.9% | ||
| Q3 24 | 1.3% | 1.3% | ||
| Q2 24 | 0.7% | 1.5% |
现金转化率
FDP
STC
| Q1 26 | — | — | ||
| Q4 25 | 0.34× | 2.47× | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 1.99× | 1.67× | ||
| Q1 25 | 1.48× | -9.73× | ||
| Q4 24 | -0.23× | 2.99× | ||
| Q3 24 | 1.03× | 2.53× | ||
| Q2 24 | 2.33× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |