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FRESH DEL MONTE PRODUCE INC（FDP）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是FRESH DEL MONTE PRODUCE INC的1.0倍（$1.0B vs $1.0B），思佳讯净利率更高（7.6% vs 3.2%，领先4.5%），思佳讯同比增速更快（8.6% vs 0.6%），思佳讯自由现金流更多（$339.0M vs $-17.2M），过去两年思佳讯的营收复合增速更高（-0.5% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
FDP vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.0倍
$1.0B
营收增速更快
SWKS
高出8.0%
0.6%
净利率更高
SWKS
高出4.5%
3.2%
自由现金流更多
SWKS
多$356.2M
$-17.2M
两年增速更快
SWKS
近两年复合增速
-4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.0B |
| 净利润 | $32.3M | $79.2M |
| 毛利率 | 10.4% | 41.3% |
| 营业利润率 | 4.5% | 10.0% |
| 净利率 | 3.2% | 7.6% |
| 营收同比 | 0.6% | 8.6% |
| 净利润同比 | 59.1% | 15.3% |
| 每股收益（稀释后） | $0.67 | $0.53 |
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FDPSWKS
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.0B | $1.1B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $1.2B | $965.0M | ||
| Q1 25 | $1.1B | $953.2M | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.1B | $905.5M |
净利润FDPSWKS
| Q1 26 | — | $79.2M | ||
| Q4 25 | $32.3M | $141.4M | ||
| Q3 25 | $-29.1M | — | ||
| Q2 25 | $56.8M | $105.0M | ||
| Q1 25 | $31.1M | $68.7M | ||
| Q4 24 | $20.3M | $162.0M | ||
| Q3 24 | $42.1M | $60.5M | ||
| Q2 24 | $53.6M | $120.9M |
毛利率FDPSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | 10.4% | 40.7% | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 10.2% | 41.6% | ||
| Q1 25 | 8.4% | 41.1% | ||
| Q4 24 | 6.8% | 41.4% | ||
| Q3 24 | 9.2% | 41.9% | ||
| Q2 24 | 9.9% | 40.2% |
营业利润率FDPSWKS
| Q1 26 | — | 10.0% | ||
| Q4 25 | 4.5% | 10.1% | ||
| Q3 25 | -2.1% | — | ||
| Q2 25 | 5.8% | 11.5% | ||
| Q1 25 | 4.1% | 10.2% | ||
| Q4 24 | 3.0% | 16.9% | ||
| Q3 24 | 5.3% | 5.8% | ||
| Q2 24 | 6.0% | 14.4% |
净利率FDPSWKS
| Q1 26 | — | 7.6% | ||
| Q4 25 | 3.2% | 12.9% | ||
| Q3 25 | -2.8% | — | ||
| Q2 25 | 4.8% | 10.9% | ||
| Q1 25 | 2.8% | 7.2% | ||
| Q4 24 | 2.0% | 15.2% | ||
| Q3 24 | 4.1% | 5.9% | ||
| Q2 24 | 4.7% | 13.4% |
每股收益（稀释后）FDPSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $0.67 | $0.95 | ||
| Q3 25 | $-0.61 | — | ||
| Q2 25 | $1.18 | $0.70 | ||
| Q1 25 | $0.64 | $0.43 | ||
| Q4 24 | $0.41 | $1.00 | ||
| Q3 24 | $0.88 | $0.36 | ||
| Q2 24 | $1.12 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | $176.2M | $496.6M |
| 股东权益账面价值 | $2.0B | $5.8B |
| 总资产 | $3.1B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.09× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资FDPSWKS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $35.7M | $1.4B | ||
| Q3 25 | $97.2M | — | ||
| Q2 25 | $85.5M | $1.3B | ||
| Q1 25 | $34.4M | $1.5B | ||
| Q4 24 | $32.6M | $1.7B | ||
| Q3 24 | $50.8M | $1.6B | ||
| Q2 24 | $37.8M | $1.3B |
总债务FDPSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | $176.2M | $496.4M | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $205.2M | $496.2M | ||
| Q1 25 | $237.4M | $995.1M | ||
| Q4 24 | $248.9M | $994.7M | ||
| Q3 24 | $274.8M | $994.3M | ||
| Q2 24 | $290.4M | $994.0M |
股东权益FDPSWKS
| Q1 26 | — | $5.8B | ||
| Q4 25 | $2.0B | $5.8B | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.1B | $5.7B | ||
| Q1 25 | $2.0B | $5.9B | ||
| Q4 24 | $2.0B | $6.4B | ||
| Q3 24 | $2.0B | $6.3B | ||
| Q2 24 | $2.0B | $6.3B |
总资产FDPSWKS
| Q1 26 | — | $7.9B | ||
| Q4 25 | $3.1B | $7.9B | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.2B | $7.7B | ||
| Q1 25 | $3.2B | $7.9B | ||
| Q4 24 | $3.1B | $8.3B | ||
| Q3 24 | $3.2B | $8.3B | ||
| Q2 24 | $3.1B | $8.2B |
负债/权益比FDPSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | 0.09× | 0.09× | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.10× | 0.09× | ||
| Q1 25 | 0.12× | 0.17× | ||
| Q4 24 | 0.13× | 0.16× | ||
| Q3 24 | 0.14× | 0.16× | ||
| Q2 24 | 0.15× | 0.16× |
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 | $395.5M |
| 自由现金流经营现金流 - 资本支出 | $-17.2M | $339.0M |
| 自由现金流率自由现金流/营收 | -1.7% | 32.7% |
| 资本支出强度资本支出/营收 | 2.8% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.34× | 4.99× |
| 过去12个月自由现金流最近4个季度 | $181.3M | $1.1B |
8季度趋势，按日历期对齐
经营现金流FDPSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $10.9M | $200.0M | ||
| Q3 25 | $75.0M | — | ||
| Q2 25 | $113.1M | $314.2M | ||
| Q1 25 | $46.1M | $409.4M | ||
| Q4 24 | $-4.7M | $377.2M | ||
| Q3 24 | $43.5M | $476.1M | ||
| Q2 24 | $125.0M | $273.4M |
自由现金流FDPSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | $-17.2M | $144.0M | ||
| Q3 25 | $60.9M | — | ||
| Q2 25 | $101.5M | $252.7M | ||
| Q1 25 | $36.1M | $370.9M | ||
| Q4 24 | $-22.3M | $338.2M | ||
| Q3 24 | $30.1M | $393.3M | ||
| Q2 24 | $117.0M | $249.0M |
自由现金流率FDPSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | -1.7% | 13.1% | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | 8.6% | 26.2% | ||
| Q1 25 | 3.3% | 38.9% | ||
| Q4 24 | -2.2% | 31.7% | ||
| Q3 24 | 3.0% | 38.4% | ||
| Q2 24 | 10.3% | 27.5% |
资本支出强度FDPSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | 2.8% | 5.1% | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.0% | 6.4% | ||
| Q1 25 | 0.9% | 4.0% | ||
| Q4 24 | 1.7% | 3.6% | ||
| Q3 24 | 1.3% | 8.1% | ||
| Q2 24 | 0.7% | 2.7% |
现金转化率FDPSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 0.34× | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.99× | 2.99× | ||
| Q1 25 | 1.48× | 5.96× | ||
| Q4 24 | -0.23× | 2.33× | ||
| Q3 24 | 1.03× | 7.87× | ||
| Q2 24 | 2.33× | 2.26× |
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% |
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
