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格罗方德（GFS）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
格罗方德的季度营收约是Sylvamo Corp的2.2倍（$1.7B vs $755.0M），格罗方德净利率更高（14.8% vs -0.4%，领先15.1%），格罗方德同比增速更快（-2.9% vs -8.0%），过去两年格罗方德的营收复合增速更高（-4.3% vs -10.0%）
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
GFS vs SLVM — 直观对比
营收规模更大
GFS
是对方的2.2倍
$755.0M
营收增速更快
GFS
高出5.1%
-8.0%
净利率更高
GFS
高出15.1%
-0.4%
两年增速更快
GFS
近两年复合增速
-10.0%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $755.0M |
| 净利润 | $249.0M | $-3.0M |
| 毛利率 | 24.8% | — |
| 营业利润率 | 11.6% | — |
| 净利率 | 14.8% | -0.4% |
| 营收同比 | -2.9% | -8.0% |
| 净利润同比 | 39.9% | — |
| 每股收益（稀释后） | $0.44 | $-0.08 |
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GFSSLVM
| Q1 26 | — | $755.0M | ||
| Q4 25 | — | $890.0M | ||
| Q3 25 | $1.7B | $846.0M | ||
| Q2 25 | $1.7B | $794.0M | ||
| Q1 25 | $1.6B | $821.0M | ||
| Q4 24 | — | $970.0M | ||
| Q3 24 | $1.7B | $965.0M | ||
| Q2 24 | $1.6B | $933.0M |
净利润GFSSLVM
| Q1 26 | — | $-3.0M | ||
| Q4 25 | — | $33.0M | ||
| Q3 25 | $249.0M | $57.0M | ||
| Q2 25 | $228.0M | $15.0M | ||
| Q1 25 | $211.0M | $27.0M | ||
| Q4 24 | — | $81.0M | ||
| Q3 24 | $178.0M | $95.0M | ||
| Q2 24 | $155.0M | $83.0M |
毛利率GFSSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 24.8% | — | ||
| Q2 25 | 24.2% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | 24.2% | — |
营业利润率GFSSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | 8.9% | ||
| Q3 25 | 11.6% | 11.6% | ||
| Q2 25 | 11.6% | 3.8% | ||
| Q1 25 | 9.5% | 5.4% | ||
| Q4 24 | — | 11.2% | ||
| Q3 24 | 10.6% | 15.5% | ||
| Q2 24 | 9.5% | 13.1% |
净利率GFSSLVM
| Q1 26 | — | -0.4% | ||
| Q4 25 | — | 3.7% | ||
| Q3 25 | 14.8% | 6.7% | ||
| Q2 25 | 13.5% | 1.9% | ||
| Q1 25 | 13.3% | 3.3% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | 10.2% | 9.8% | ||
| Q2 24 | 9.5% | 8.9% |
每股收益（稀释后）GFSSLVM
| Q1 26 | — | $-0.08 | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | $0.44 | $1.41 | ||
| Q2 25 | $0.41 | $0.37 | ||
| Q1 25 | $0.38 | $0.65 | ||
| Q4 24 | — | $1.91 | ||
| Q3 24 | $0.32 | $2.27 | ||
| Q2 24 | $0.28 | $1.98 |
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 | $2.0B | — |
| 总债务越低越好 | — | $766.0M |
| 股东权益账面价值 | $11.8B | $979.0M |
| 总资产 | $16.7B | $2.8B |
| 负债/权益比越低杠杆越低 | — | 0.78× |
8季度趋势，按日历期对齐
现金及短期投资GFSSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | $198.0M | ||
| Q3 25 | $2.0B | $146.0M | ||
| Q2 25 | $1.8B | $183.0M | ||
| Q1 25 | $1.6B | $220.0M | ||
| Q4 24 | — | $309.0M | ||
| Q3 24 | $2.3B | $414.0M | ||
| Q2 24 | $2.2B | $213.0M |
总债务GFSSLVM
| Q1 26 | — | $766.0M | ||
| Q4 25 | — | $763.0M | ||
| Q3 25 | — | $778.0M | ||
| Q2 25 | — | $767.0M | ||
| Q1 25 | — | $794.0M | ||
| Q4 24 | — | $782.0M | ||
| Q3 24 | — | $883.0M | ||
| Q2 24 | — | $894.0M |
股东权益GFSSLVM
| Q1 26 | — | $979.0M | ||
| Q4 25 | — | $966.0M | ||
| Q3 25 | $11.8B | $977.0M | ||
| Q2 25 | $11.5B | $959.0M | ||
| Q1 25 | $11.1B | $908.0M | ||
| Q4 24 | — | $847.0M | ||
| Q3 24 | $11.6B | $937.0M | ||
| Q2 24 | $11.3B | $830.0M |
总资产GFSSLVM
| Q1 26 | — | $2.8B | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | $16.7B | $2.7B | ||
| Q2 25 | $16.8B | $2.7B | ||
| Q1 25 | $16.5B | $2.6B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $18.1B | $2.9B | ||
| Q2 24 | — | $2.7B |
负债/权益比GFSSLVM
| Q1 26 | — | 0.78× | ||
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.08× |
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 | $595.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | $-59.0M |
| 自由现金流率自由现金流/营收 | — | -7.8% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.39× | — |
| 过去12个月自由现金流最近4个季度 | — | $10.0M |
8季度趋势，按日历期对齐
经营现金流GFSSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | $94.0M | ||
| Q3 25 | $595.0M | $87.0M | ||
| Q2 25 | $431.0M | $64.0M | ||
| Q1 25 | $331.0M | $23.0M | ||
| Q4 24 | — | $164.0M | ||
| Q3 24 | $375.0M | $163.0M | ||
| Q2 24 | $402.0M | $115.0M |
自由现金流GFSSLVM
| Q1 26 | — | $-59.0M | ||
| Q4 25 | — | $38.0M | ||
| Q3 25 | — | $33.0M | ||
| Q2 25 | — | $-2.0M | ||
| Q1 25 | — | $-25.0M | ||
| Q4 24 | — | $100.0M | ||
| Q3 24 | — | $119.0M | ||
| Q2 24 | — | $62.0M |
自由现金流率GFSSLVM
| Q1 26 | — | -7.8% | ||
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | -0.3% | ||
| Q1 25 | — | -3.0% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 6.6% |
资本支出强度GFSSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | 6.3% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 5.8% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 4.6% | ||
| Q2 24 | — | 5.7% |
现金转化率GFSSLVM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.85× | ||
| Q3 25 | 2.39× | 1.53× | ||
| Q2 25 | 1.89× | 4.27× | ||
| Q1 25 | 1.57× | 0.85× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | 2.11× | 1.72× | ||
| Q2 24 | 2.59× | 1.39× |
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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
SLVM
| North America | $390.0M | 52% |
| Europe | $190.0M | 25% |
| Latin America | $187.0M | 25% |
