vs
GREIF, INC（GEF）与SCANSOURCE, INC.（SCSC）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SCANSOURCE, INC.的1.3倍（$994.8M vs $766.5M），GREIF, INC净利率更高（17.6% vs 2.2%，领先15.4%），SCANSOURCE, INC.同比增速更快（2.5% vs -21.4%），过去两年SCANSOURCE, INC.的营收复合增速更高（0.9% 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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
GEF vs SCSC — 直观对比
营收规模更大
GEF
是对方的1.3倍
$766.5M
营收增速更快
SCSC
高出24.0%
-21.4%
净利率更高
GEF
高出15.4%
2.2%
两年增速更快
SCSC
近两年复合增速
-9.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $994.8M | $766.5M |
| 净利润 | $174.6M | $16.5M |
| 毛利率 | 20.4% | 13.4% |
| 营业利润率 | 25.8% | 2.3% |
| 净利率 | 17.6% | 2.2% |
| 营收同比 | -21.4% | 2.5% |
| 净利润同比 | 1930.2% | -3.3% |
| 每股收益（稀释后） | — | $0.75 |
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GEFSCSC
| Q4 25 | $994.8M | $766.5M | ||
| Q3 25 | $1.1B | $739.6M | ||
| Q2 25 | $1.4B | $812.9M | ||
| Q1 25 | $1.3B | $704.8M | ||
| Q4 24 | $1.4B | $747.5M | ||
| Q3 24 | $1.5B | $775.6M | ||
| Q2 24 | $1.4B | $746.1M | ||
| Q1 24 | $1.2B | $752.6M |
净利润GEFSCSC
| Q4 25 | $174.6M | $16.5M | ||
| Q3 25 | $64.0M | $19.9M | ||
| Q2 25 | $47.3M | $20.1M | ||
| Q1 25 | $8.6M | $17.4M | ||
| Q4 24 | $70.1M | $17.1M | ||
| Q3 24 | $87.1M | $17.0M | ||
| Q2 24 | $44.4M | $16.1M | ||
| Q1 24 | $67.2M | $12.8M |
毛利率GEFSCSC
| Q4 25 | 20.4% | 13.4% | ||
| Q3 25 | 22.7% | 14.5% | ||
| Q2 25 | 23.1% | 12.9% | ||
| Q1 25 | 19.4% | 14.2% | ||
| Q4 24 | 20.4% | 13.6% | ||
| Q3 24 | 20.0% | 13.1% | ||
| Q2 24 | 19.7% | 13.0% | ||
| Q1 24 | 18.4% | 12.6% |
营业利润率GEFSCSC
| Q4 25 | 25.8% | 2.3% | ||
| Q3 25 | 6.4% | 3.5% | ||
| Q2 25 | 8.6% | 3.3% | ||
| Q1 25 | 4.7% | 3.2% | ||
| Q4 24 | 8.9% | 2.5% | ||
| Q3 24 | 11.8% | 2.3% | ||
| Q2 24 | 7.2% | 2.9% | ||
| Q1 24 | 5.7% | 2.3% |
净利率GEFSCSC
| Q4 25 | 17.6% | 2.2% | ||
| Q3 25 | 5.6% | 2.7% | ||
| Q2 25 | 3.4% | 2.5% | ||
| Q1 25 | 0.7% | 2.5% | ||
| Q4 24 | 4.9% | 2.3% | ||
| Q3 24 | 6.0% | 2.2% | ||
| Q2 24 | 3.2% | 2.2% | ||
| Q1 24 | 5.6% | 1.7% |
每股收益（稀释后）GEFSCSC
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | — | $0.87 | ||
| Q1 25 | — | $0.74 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $0.69 | ||
| Q2 24 | — | $0.66 | ||
| Q1 24 | — | $0.50 |
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 | $83.5M |
| 总债务越低越好 | $655.1M | — |
| 股东权益账面价值 | $2.9B | $910.9M |
| 总资产 | $5.5B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势，按日历期对齐
现金及短期投资GEFSCSC
| Q4 25 | $243.5M | $83.5M | ||
| Q3 25 | $285.2M | $124.9M | ||
| Q2 25 | $252.7M | $126.2M | ||
| Q1 25 | $201.1M | $146.3M | ||
| Q4 24 | $197.7M | $110.5M | ||
| Q3 24 | $194.2M | $145.0M | ||
| Q2 24 | $196.0M | $185.5M | ||
| Q1 24 | $179.3M | $159.1M |
总债务GEFSCSC
| Q4 25 | $655.1M | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.3B | — |
股东权益GEFSCSC
| Q4 25 | $2.9B | $910.9M | ||
| Q3 25 | $2.2B | $914.0M | ||
| Q2 25 | $2.1B | $906.4M | ||
| Q1 25 | $2.0B | $901.7M | ||
| Q4 24 | $2.1B | $900.7M | ||
| Q3 24 | $2.1B | $920.9M | ||
| Q2 24 | $2.0B | $924.3M | ||
| Q1 24 | $2.0B | $944.1M |
总资产GEFSCSC
| Q4 25 | $5.5B | $1.7B | ||
| Q3 25 | $6.7B | $1.7B | ||
| Q2 25 | $6.8B | $1.8B | ||
| Q1 25 | $6.6B | $1.7B | ||
| Q4 24 | $6.6B | $1.7B | ||
| Q3 24 | $6.8B | $1.8B | ||
| Q2 24 | $6.8B | $1.8B | ||
| Q1 24 | $6.0B | $1.8B |
负债/权益比GEFSCSC
| Q4 25 | 0.22× | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 1.41× | — | ||
| Q2 24 | 1.44× | — | ||
| Q1 24 | 1.15× | — |
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 | $-24.4M | $30.8M |
| 自由现金流经营现金流 - 资本支出 | — | $28.9M |
| 自由现金流率自由现金流/营收 | — | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | -0.14× | 1.87× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GEFSCSC
| Q4 25 | $-24.4M | $30.8M | ||
| Q3 25 | $197.7M | $23.2M | ||
| Q2 25 | $136.4M | — | ||
| Q1 25 | $-30.8M | $66.1M | ||
| Q4 24 | $187.2M | $-6.2M | ||
| Q3 24 | $76.8M | $44.8M | ||
| Q2 24 | $87.5M | — | ||
| Q1 24 | $4.5M | $160.2M |
自由现金流GEFSCSC
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $157.7M |
自由现金流率GEFSCSC
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 21.0% |
资本支出强度GEFSCSC
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.3% |
现金转化率GEFSCSC
| Q4 25 | -0.14× | 1.87× | ||
| Q3 25 | 3.09× | 1.17× | ||
| Q2 25 | 2.88× | — | ||
| Q1 25 | -3.58× | 3.79× | ||
| Q4 24 | 2.67× | -0.36× | ||
| Q3 24 | 0.88× | 2.64× | ||
| Q2 24 | 1.97× | — | ||
| Q1 24 | 0.07× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
