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GREIF, INC（GEF）与UFP INDUSTRIES INC（UFPI）财务数据对比。点击上方公司名可切换其他公司
UFP INDUSTRIES INC的季度营收约是GREIF, INC的1.3倍（$1.3B vs $994.8M），GREIF, INC净利率更高（17.6% vs 3.0%，领先14.5%），UFP INDUSTRIES INC同比增速更快（-9.0% vs -21.4%），过去两年GREIF, INC的营收复合增速更高（-9.2% vs -9.9%）
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。
UFP工业是一家控股企业，业务覆盖零售、工业、建筑三大市场，总部位于美国密歇根州大急流城，1993年公开上市，旗下共有218家关联运营主体，面向零售、建筑、包装三大领域供应数万种产品。
GEF vs UFPI — 直观对比
营收规模更大
UFPI
是对方的1.3倍
$994.8M
营收增速更快
UFPI
高出12.4%
-21.4%
净利率更高
GEF
高出14.5%
3.0%
两年增速更快
GEF
近两年复合增速
-9.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $994.8M | $1.3B |
| 净利润 | $174.6M | $40.0M |
| 毛利率 | 20.4% | 16.3% |
| 营业利润率 | 25.8% | 4.4% |
| 净利率 | 17.6% | 3.0% |
| 营收同比 | -21.4% | -9.0% |
| 净利润同比 | 1930.2% | -41.3% |
| 每股收益（稀释后） | — | $0.71 |
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GEFUFPI
| Q4 25 | $994.8M | $1.3B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.4B | $1.8B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $1.2B | $1.6B |
净利润GEFUFPI
| Q4 25 | $174.6M | $40.0M | ||
| Q3 25 | $64.0M | $75.3M | ||
| Q2 25 | $47.3M | $100.7M | ||
| Q1 25 | $8.6M | $78.8M | ||
| Q4 24 | $70.1M | $68.0M | ||
| Q3 24 | $87.1M | $99.8M | ||
| Q2 24 | $44.4M | $125.9M | ||
| Q1 24 | $67.2M | $120.8M |
毛利率GEFUFPI
| Q4 25 | 20.4% | 16.3% | ||
| Q3 25 | 22.7% | 16.8% | ||
| Q2 25 | 23.1% | 17.0% | ||
| Q1 25 | 19.4% | 16.8% | ||
| Q4 24 | 20.4% | 16.4% | ||
| Q3 24 | 20.0% | 18.1% | ||
| Q2 24 | 19.7% | 19.1% | ||
| Q1 24 | 18.4% | 19.9% |
营业利润率GEFUFPI
| Q4 25 | 25.8% | 4.4% | ||
| Q3 25 | 6.4% | 5.7% | ||
| Q2 25 | 8.6% | 6.7% | ||
| Q1 25 | 4.7% | 5.8% | ||
| Q4 24 | 8.9% | 5.4% | ||
| Q3 24 | 11.8% | 7.3% | ||
| Q2 24 | 7.2% | 8.4% | ||
| Q1 24 | 5.7% | 8.2% |
净利率GEFUFPI
| Q4 25 | 17.6% | 3.0% | ||
| Q3 25 | 5.6% | 4.8% | ||
| Q2 25 | 3.4% | 5.5% | ||
| Q1 25 | 0.7% | 4.9% | ||
| Q4 24 | 4.9% | 4.7% | ||
| Q3 24 | 6.0% | 6.1% | ||
| Q2 24 | 3.2% | 6.6% | ||
| Q1 24 | 5.6% | 7.4% |
每股收益（稀释后）GEFUFPI
| Q4 25 | — | $0.71 | ||
| Q3 25 | — | $1.29 | ||
| Q2 25 | — | $1.70 | ||
| Q1 25 | — | $1.30 | ||
| Q4 24 | — | $1.12 | ||
| Q3 24 | — | $1.64 | ||
| Q2 24 | — | $2.05 | ||
| Q1 24 | — | $1.96 |
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 | $948.6M |
| 总债务越低越好 | $655.1M | $229.8M |
| 股东权益账面价值 | $2.9B | $3.1B |
| 总资产 | $5.5B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.22× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资GEFUFPI
| Q4 25 | $243.5M | $948.6M | ||
| Q3 25 | $285.2M | $1.0B | ||
| Q2 25 | $252.7M | $874.0M | ||
| Q1 25 | $201.1M | $934.3M | ||
| Q4 24 | $197.7M | $1.2B | ||
| Q3 24 | $194.2M | $1.2B | ||
| Q2 24 | $196.0M | $1.1B | ||
| Q1 24 | $179.3M | $1.0B |
总债务GEFUFPI
| Q4 25 | $655.1M | $229.8M | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.7B | $234.0M | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.3B | — |
股东权益GEFUFPI
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.1B | $3.1B | ||
| Q1 25 | $2.0B | $3.2B | ||
| Q4 24 | $2.1B | $3.2B | ||
| Q3 24 | $2.1B | $3.2B | ||
| Q2 24 | $2.0B | $3.1B | ||
| Q1 24 | $2.0B | $3.1B |
总资产GEFUFPI
| Q4 25 | $5.5B | $4.0B | ||
| Q3 25 | $6.7B | $4.1B | ||
| Q2 25 | $6.8B | $4.1B | ||
| Q1 25 | $6.6B | $4.2B | ||
| Q4 24 | $6.6B | $4.2B | ||
| Q3 24 | $6.8B | $4.2B | ||
| Q2 24 | $6.8B | $4.1B | ||
| Q1 24 | $6.0B | $4.1B |
负债/权益比GEFUFPI
| Q4 25 | 0.22× | 0.08× | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.24× | — | ||
| Q4 24 | 1.31× | 0.07× | ||
| 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 | $146.6M |
| 自由现金流经营现金流 - 资本支出 | — | $82.7M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | -0.14× | 3.67× |
| 过去12个月自由现金流最近4个季度 | — | $276.4M |
8季度趋势，按日历期对齐
经营现金流GEFUFPI
| Q4 25 | $-24.4M | $146.6M | ||
| Q3 25 | $197.7M | $286.0M | ||
| Q2 25 | $136.4M | $221.9M | ||
| Q1 25 | $-30.8M | $-108.8M | ||
| Q4 24 | $187.2M | $144.9M | ||
| Q3 24 | $76.8M | $258.6M | ||
| Q2 24 | $87.5M | $255.9M | ||
| Q1 24 | $4.5M | $-16.8M |
自由现金流GEFUFPI
| Q4 25 | — | $82.7M | ||
| Q3 25 | — | $210.2M | ||
| Q2 25 | — | $159.5M | ||
| Q1 25 | — | $-176.1M | ||
| Q4 24 | — | $78.1M | ||
| Q3 24 | — | $199.7M | ||
| Q2 24 | — | $198.4M | ||
| Q1 24 | — | $-65.9M |
自由现金流率GEFUFPI
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 13.5% | ||
| Q2 25 | — | 8.7% | ||
| Q1 25 | — | -11.0% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 12.1% | ||
| Q2 24 | — | 10.4% | ||
| Q1 24 | — | -4.0% |
资本支出强度GEFUFPI
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 3.0% |
现金转化率GEFUFPI
| Q4 25 | -0.14× | 3.67× | ||
| Q3 25 | 3.09× | 3.80× | ||
| Q2 25 | 2.88× | 2.20× | ||
| Q1 25 | -3.58× | -1.38× | ||
| Q4 24 | 2.67× | 2.13× | ||
| Q3 24 | 0.88× | 2.59× | ||
| Q2 24 | 1.97× | 2.03× | ||
| Q1 24 | 0.07× | -0.14× |
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% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
