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GROUP 1 AUTOMOTIVE INC（GPI）与史密斯菲尔德食品（SFD）财务数据对比。点击上方公司名可切换其他公司
GROUP 1 AUTOMOTIVE INC的季度营收约是史密斯菲尔德食品的1.4倍（$5.4B vs $3.8B），史密斯菲尔德食品净利率更高（6.6% vs 2.4%，领先4.1%），史密斯菲尔德食品同比增速更快（0.8% vs -1.8%），过去两年GROUP 1 AUTOMOTIVE INC的营收复合增速更高（7.3% vs 6.8%）
Group 1 Automotive Inc是《财富》300强跨国汽车零售商，在美国及英国设有汽车经销门店与碰撞维修中心，业务涵盖新旧乘用车、轻型卡车销售，配套金融服务办理、车辆维保及汽车零配件销售，截至2024年全球员工规模超2万人。
史密斯菲尔德食品是全球规模最大的生猪养殖与猪肉加工企业，1936年由卢特父子创立，总部位于美国弗吉尼亚州史密斯菲尔德，现隶属于香港企业。公司在美国自营超500个农场，还与2000余家独立农场合作养殖生猪，业务覆盖墨西哥、波兰、德国等多个海外市场。
GPI vs SFD — 直观对比
营收规模更大
GPI
是对方的1.4倍
$3.8B
营收增速更快
SFD
高出2.6%
-1.8%
净利率更高
SFD
高出4.1%
2.4%
两年增速更快
GPI
近两年复合增速
6.8%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $3.8B |
| 净利润 | $130.2M | $249.0M |
| 毛利率 | 16.2% | 13.4% |
| 营业利润率 | 4.5% | 8.8% |
| 净利率 | 2.4% | 6.6% |
| 营收同比 | -1.8% | 0.8% |
| 净利润同比 | — | 9.8% |
| 每股收益（稀释后） | $10.82 | — |
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GPISFD
| Q1 26 | $5.4B | $3.8B | ||
| Q4 25 | $5.6B | $4.2B | ||
| Q3 25 | $5.8B | $3.7B | ||
| Q2 25 | $5.7B | $3.8B | ||
| Q1 25 | $5.5B | $3.8B | ||
| Q4 24 | $5.5B | $4.0B | ||
| Q3 24 | $5.2B | $3.3B | ||
| Q2 24 | $4.7B | — |
净利润GPISFD
| Q1 26 | $130.2M | $249.0M | ||
| Q4 25 | $43.6M | $327.0M | ||
| Q3 25 | $13.0M | $248.0M | ||
| Q2 25 | $140.5M | $188.0M | ||
| Q1 25 | $128.1M | $224.0M | ||
| Q4 24 | $94.7M | $205.0M | ||
| Q3 24 | $117.3M | $291.0M | ||
| Q2 24 | $138.2M | — |
毛利率GPISFD
| Q1 26 | 16.2% | 13.4% | ||
| Q4 25 | 15.7% | 14.2% | ||
| Q3 25 | 15.9% | 12.8% | ||
| Q2 25 | 16.4% | 13.2% | ||
| Q1 25 | 16.2% | 13.5% | ||
| Q4 24 | 15.9% | 13.5% | ||
| Q3 24 | 16.3% | 14.3% | ||
| Q2 24 | 16.3% | — |
营业利润率GPISFD
| Q1 26 | 4.5% | 8.8% | ||
| Q4 25 | 2.5% | 9.5% | ||
| Q3 25 | 1.9% | 8.3% | ||
| Q2 25 | 4.4% | 6.9% | ||
| Q1 25 | 4.2% | 8.5% | ||
| Q4 24 | 3.5% | 8.5% | ||
| Q3 24 | 4.4% | 8.5% | ||
| Q2 24 | 5.1% | — |
净利率GPISFD
| Q1 26 | 2.4% | 6.6% | ||
| Q4 25 | 0.8% | 7.7% | ||
| Q3 25 | 0.2% | 6.6% | ||
| Q2 25 | 2.5% | 5.0% | ||
| Q1 25 | 2.3% | 5.9% | ||
| Q4 24 | 1.7% | 5.2% | ||
| Q3 24 | 2.2% | 8.7% | ||
| Q2 24 | 2.9% | — |
每股收益（稀释后）GPISFD
| Q1 26 | $10.82 | — | ||
| Q4 25 | $3.75 | $0.83 | ||
| Q3 25 | $1.00 | $0.63 | ||
| Q2 25 | $10.82 | $0.48 | ||
| Q1 25 | $9.67 | $0.57 | ||
| Q4 24 | $7.15 | $0.54 | ||
| Q3 24 | $8.69 | $0.77 | ||
| Q2 24 | $10.17 | — |
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 | $41.7M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $6.9B |
| 总资产 | — | $12.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资GPISFD
| Q1 26 | $41.7M | $1.4B | ||
| Q4 25 | $32.5M | — | ||
| Q3 25 | $30.8M | — | ||
| Q2 25 | $52.7M | — | ||
| Q1 25 | $70.5M | — | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $58.7M | — | ||
| Q2 24 | $64.4M | — |
总债务GPISFD
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $2.0B | ||
| Q3 25 | $3.3B | $2.0B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $2.7B | $2.0B | ||
| Q4 24 | $2.7B | $2.0B | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.3B | — |
股东权益GPISFD
| Q1 26 | $2.8B | $6.9B | ||
| Q4 25 | $2.8B | $6.8B | ||
| Q3 25 | $3.1B | $6.5B | ||
| Q2 25 | $3.1B | $6.3B | ||
| Q1 25 | $3.0B | $6.2B | ||
| Q4 24 | $3.0B | $5.8B | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $2.9B | — |
总资产GPISFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $10.3B | $12.2B | ||
| Q3 25 | $10.4B | $11.5B | ||
| Q2 25 | $10.2B | $11.2B | ||
| Q1 25 | $9.9B | $11.1B | ||
| Q4 24 | $9.8B | $11.1B | ||
| Q3 24 | $10.0B | — | ||
| Q2 24 | $8.9B | — |
负债/权益比GPISFD
| Q1 26 | — | — | ||
| Q4 25 | 1.23× | 0.29× | ||
| Q3 25 | 1.06× | 0.31× | ||
| Q2 25 | 0.97× | 0.32× | ||
| Q1 25 | 0.89× | 0.32× | ||
| Q4 24 | 0.92× | 0.34× | ||
| Q3 24 | 0.91× | — | ||
| Q2 24 | 0.80× | — |
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
GPI
| New vehicle retail sales | $2.6B | 47% |
| Used vehicle retail sales | $1.8B | 33% |
| Parts and service sales | $704.4M | 13% |
| Finance, insurance and other, net | $215.9M | 4% |
| Used vehicle wholesale sales | $149.5M | 3% |
SFD
| Packaged Meats | $2.1B | 57% |
| Other | $863.0M | 23% |
| Hog Production | $769.0M | 20% |
| inter-segment sales eliminations | $19.0M | 1% |
