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GREIF, INC（GEF）与力特（LFUS）财务数据对比。点击上方公司名可切换其他公司
GREIF, INC的季度营收约是力特的1.7倍（$994.8M vs $593.9M），GREIF, INC净利率更高（17.6% vs -40.8%，领先58.3%），力特同比增速更快（12.2% vs -21.4%），过去两年力特的营收复合增速更高（5.3% vs -9.2%）
格瑞夫公司是全球工业包装产品及服务领域的领先企业，总部位于美国俄亥俄州特拉华市。公司最初以制桶业务起家，目前核心产品涵盖钢桶、纤维桶、塑料桶、中型散装容器、油桶、塑料瓶、密封件、箱板纸、瓦楞制品及粘合剂等，2018年位列《财富》美国1000强第617位。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
GEF vs LFUS — 直观对比
营收规模更大
GEF
是对方的1.7倍
$593.9M
营收增速更快
LFUS
高出33.6%
-21.4%
净利率更高
GEF
高出58.3%
-40.8%
两年增速更快
LFUS
近两年复合增速
-9.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $994.8M | $593.9M |
| 净利润 | $174.6M | $-242.1M |
| 毛利率 | 20.4% | 38.0% |
| 营业利润率 | 25.8% | -37.5% |
| 净利率 | 17.6% | -40.8% |
| 营收同比 | -21.4% | 12.2% |
| 净利润同比 | 1930.2% | -367.6% |
| 每股收益（稀释后） | — | $-9.71 |
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GEFLFUS
| Q4 25 | $994.8M | $593.9M | ||
| Q3 25 | $1.1B | $624.6M | ||
| Q2 25 | $1.4B | $613.4M | ||
| Q1 25 | $1.3B | $554.3M | ||
| Q4 24 | $1.4B | $529.5M | ||
| Q3 24 | $1.5B | $567.4M | ||
| Q2 24 | $1.4B | $558.5M | ||
| Q1 24 | $1.2B | $535.4M |
净利润GEFLFUS
| Q4 25 | $174.6M | $-242.1M | ||
| Q3 25 | $64.0M | $69.5M | ||
| Q2 25 | $47.3M | $57.3M | ||
| Q1 25 | $8.6M | $43.6M | ||
| Q4 24 | $70.1M | $-51.8M | ||
| Q3 24 | $87.1M | $58.1M | ||
| Q2 24 | $44.4M | $45.5M | ||
| Q1 24 | $67.2M | $48.5M |
毛利率GEFLFUS
| Q4 25 | 20.4% | 38.0% | ||
| Q3 25 | 22.7% | 38.6% | ||
| Q2 25 | 23.1% | 37.8% | ||
| Q1 25 | 19.4% | 37.4% | ||
| Q4 24 | 20.4% | 33.4% | ||
| Q3 24 | 20.0% | 38.1% | ||
| Q2 24 | 19.7% | 37.1% | ||
| Q1 24 | 18.4% | 35.1% |
营业利润率GEFLFUS
| Q4 25 | 25.8% | -37.5% | ||
| Q3 25 | 6.4% | 15.6% | ||
| Q2 25 | 8.6% | 15.1% | ||
| Q1 25 | 4.7% | 12.7% | ||
| Q4 24 | 8.9% | -9.3% | ||
| Q3 24 | 11.8% | 15.5% | ||
| Q2 24 | 7.2% | 11.7% | ||
| Q1 24 | 5.7% | 10.3% |
净利率GEFLFUS
| Q4 25 | 17.6% | -40.8% | ||
| Q3 25 | 5.6% | 11.1% | ||
| Q2 25 | 3.4% | 9.3% | ||
| Q1 25 | 0.7% | 7.9% | ||
| Q4 24 | 4.9% | -9.8% | ||
| Q3 24 | 6.0% | 10.2% | ||
| Q2 24 | 3.2% | 8.1% | ||
| Q1 24 | 5.6% | 9.0% |
每股收益（稀释后）GEFLFUS
| Q4 25 | — | $-9.71 | ||
| Q3 25 | — | $2.77 | ||
| Q2 25 | — | $2.30 | ||
| Q1 25 | — | $1.75 | ||
| Q4 24 | — | $-2.07 | ||
| Q3 24 | — | $2.32 | ||
| Q2 24 | — | $1.82 | ||
| Q1 24 | — | $1.93 |
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 | $243.5M | $563.7M |
| 总债务越低越好 | $655.1M | $802.6M |
| 股东权益账面价值 | $2.9B | $2.4B |
| 总资产 | $5.5B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资GEFLFUS
| Q4 25 | $243.5M | $563.7M | ||
| Q3 25 | $285.2M | $815.0M | ||
| Q2 25 | $252.7M | $685.5M | ||
| Q1 25 | $201.1M | $619.7M | ||
| Q4 24 | $197.7M | $725.9M | ||
| Q3 24 | $194.2M | $630.7M | ||
| Q2 24 | $196.0M | $562.7M | ||
| Q1 24 | $179.3M | $562.4M |
总债务GEFLFUS
| Q4 25 | $655.1M | $802.6M | ||
| Q3 25 | $2.3B | $805.8M | ||
| Q2 25 | $2.4B | $810.2M | ||
| Q1 25 | $2.5B | $805.7M | ||
| Q4 24 | $2.7B | $856.1M | ||
| Q3 24 | $2.9B | $867.7M | ||
| Q2 24 | $2.9B | $863.5M | ||
| Q1 24 | $2.3B | $866.7M |
股东权益GEFLFUS
| Q4 25 | $2.9B | $2.4B | ||
| Q3 25 | $2.2B | $2.7B | ||
| Q2 25 | $2.1B | $2.6B | ||
| Q1 25 | $2.0B | $2.5B | ||
| Q4 24 | $2.1B | $2.4B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.0B | $2.5B | ||
| Q1 24 | $2.0B | $2.5B |
总资产GEFLFUS
| Q4 25 | $5.5B | $4.0B | ||
| Q3 25 | $6.7B | $4.2B | ||
| Q2 25 | $6.8B | $4.1B | ||
| Q1 25 | $6.6B | $3.9B | ||
| Q4 24 | $6.6B | $3.9B | ||
| Q3 24 | $6.8B | $4.1B | ||
| Q2 24 | $6.8B | $3.9B | ||
| Q1 24 | $6.0B | $3.9B |
负债/权益比GEFLFUS
| Q4 25 | 0.22× | 0.33× | ||
| Q3 25 | 1.06× | 0.30× | ||
| Q2 25 | 1.12× | 0.31× | ||
| Q1 25 | 1.24× | 0.33× | ||
| Q4 24 | 1.31× | 0.35× | ||
| Q3 24 | 1.41× | 0.34× | ||
| Q2 24 | 1.44× | 0.35× | ||
| Q1 24 | 1.15× | 0.35× |
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 | $-24.4M | $138.7M |
| 自由现金流经营现金流 - 资本支出 | — | $119.7M |
| 自由现金流率自由现金流/营收 | — | 20.2% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | -0.14× | — |
| 过去12个月自由现金流最近4个季度 | — | $366.1M |
8季度趋势，按日历期对齐
经营现金流GEFLFUS
| Q4 25 | $-24.4M | $138.7M | ||
| Q3 25 | $197.7M | $146.9M | ||
| Q2 25 | $136.4M | $82.5M | ||
| Q1 25 | $-30.8M | $65.8M | ||
| Q4 24 | $187.2M | $160.6M | ||
| Q3 24 | $76.8M | $80.4M | ||
| Q2 24 | $87.5M | $69.4M | ||
| Q1 24 | $4.5M | $57.1M |
自由现金流GEFLFUS
| Q4 25 | — | $119.7M | ||
| Q3 25 | — | $131.2M | ||
| Q2 25 | — | $72.6M | ||
| Q1 25 | — | $42.7M | ||
| Q4 24 | — | $134.8M | ||
| Q3 24 | — | $65.0M | ||
| Q2 24 | — | $50.3M | ||
| Q1 24 | — | $41.6M |
自由现金流率GEFLFUS
| Q4 25 | — | 20.2% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 25.5% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 9.0% | ||
| Q1 24 | — | 7.8% |
资本支出强度GEFLFUS
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 4.9% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 2.9% |
现金转化率GEFLFUS
| Q4 25 | -0.14× | — | ||
| Q3 25 | 3.09× | 2.11× | ||
| Q2 25 | 2.88× | 1.44× | ||
| Q1 25 | -3.58× | 1.51× | ||
| Q4 24 | 2.67× | — | ||
| Q3 24 | 0.88× | 1.39× | ||
| Q2 24 | 1.97× | 1.53× | ||
| Q1 24 | 0.07× | 1.18× |
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
GEF
| Other | $501.0M | 50% |
| Sustainable Fiber Solutions Segment | $300.4M | 30% |
| Customized Polymer Solutions Segment | $124.8M | 13% |
| Durable Metal Solutions Segment | $62.5M | 6% |
| Innovative Closure Solutions Segment | $6.1M | 1% |
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
