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GRAPHIC PACKAGING HOLDING CO(GPK)与SONOCO PRODUCTS CO(SON)财务数据对比。点击上方公司名可切换其他公司
GRAPHIC PACKAGING HOLDING CO的季度营收约是SONOCO PRODUCTS CO的1.2倍($2.1B vs $1.7B)。SONOCO PRODUCTS CO净利率更高(4.1% vs 3.4%,领先0.7%)。GRAPHIC PACKAGING HOLDING CO同比增速更快(0.2% vs -1.9%)。过去两年SONOCO PRODUCTS CO的营收复合增速更高(1.6% vs -3.5%)
Graphic Packaging Holding是总部位于美国佐治亚州亚特兰大的世界500强企业,专注于设计和生产商用产品包装解决方案,主营纸板及折叠纸盒业务,产品广泛应用于饮料、包装食品等各类热门消费品领域,在美国多州运营采用回收原料的纸板工厂。
索诺科产品公司是美国多元化包装服务商,主营消费包装、工业产品、防护包装及包装供应链服务,是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年,年净销售额约73亿美元,在33个国家设有超335个运营点,员工1.99万名,业务覆盖超85个国家,总部位于南卡罗来纳州哈茨维尔。
GPK vs SON — 直观对比
营收规模更大
GPK
是对方的1.2倍
$1.7B
营收增速更快
GPK
高出2.2%
-1.9%
净利率更高
SON
高出0.7%
3.4%
两年增速更快
SON
近两年复合增速
-3.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $1.7B |
| 净利润 | $71.0M | $68.0M |
| 毛利率 | 14.1% | 20.6% |
| 营业利润率 | 7.4% | 7.6% |
| 净利率 | 3.4% | 4.1% |
| 营收同比 | 0.2% | -1.9% |
| 净利润同比 | -48.6% | 25.9% |
| 每股收益(稀释后) | $0.24 | $0.68 |
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
GPK
SON
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.1B | $1.8B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.2B | $1.9B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.1B | $64.2M | ||
| Q3 24 | $2.2B | $1.7B | ||
| Q2 24 | $2.2B | $1.6B |
净利润
GPK
SON
| Q1 26 | — | $68.0M | ||
| Q4 25 | $71.0M | $332.2M | ||
| Q3 25 | $142.0M | $122.9M | ||
| Q2 25 | $104.0M | $493.4M | ||
| Q1 25 | $127.0M | $54.4M | ||
| Q4 24 | $138.0M | $-43.0M | ||
| Q3 24 | $165.0M | $50.9M | ||
| Q2 24 | $190.0M | $90.8M |
毛利率
GPK
SON
| Q1 26 | — | 20.6% | ||
| Q4 25 | 14.1% | 19.6% | ||
| Q3 25 | 19.6% | 21.9% | ||
| Q2 25 | 18.7% | 21.3% | ||
| Q1 25 | 20.6% | 20.7% | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 22.3% | 21.4% | ||
| Q2 24 | 21.2% | 22.0% |
营业利润率
GPK
SON
| Q1 26 | — | 7.6% | ||
| Q4 25 | 7.4% | 29.4% | ||
| Q3 25 | 10.7% | 9.1% | ||
| Q2 25 | 8.8% | 9.2% | ||
| Q1 25 | 10.5% | 7.4% | ||
| Q4 24 | 11.4% | -84.8% | ||
| Q3 24 | 12.6% | 7.6% | ||
| Q2 24 | 14.5% | 8.6% |
净利率
GPK
SON
| Q1 26 | — | 4.1% | ||
| Q4 25 | 3.4% | 18.8% | ||
| Q3 25 | 6.5% | 5.8% | ||
| Q2 25 | 4.7% | 25.8% | ||
| Q1 25 | 6.0% | 3.2% | ||
| Q4 24 | 6.6% | -67.0% | ||
| Q3 24 | 7.5% | 3.0% | ||
| Q2 24 | 8.5% | 5.6% |
每股收益(稀释后)
GPK
SON
| Q1 26 | — | $0.68 | ||
| Q4 25 | $0.24 | $3.33 | ||
| Q3 25 | $0.48 | $1.23 | ||
| Q2 25 | $0.34 | $4.96 | ||
| Q1 25 | $0.42 | $0.55 | ||
| Q4 24 | $0.46 | $-0.44 | ||
| Q3 24 | $0.55 | $0.51 | ||
| Q2 24 | $0.62 | $0.92 |
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 | $261.0M | $224.5M |
| 总债务越低越好 | $5.0B | $3.5B |
| 股东权益账面价值 | $3.3B | $3.6B |
| 总资产 | $11.8B | $11.1B |
| 负债/权益比越低杠杆越低 | 1.51× | 0.97× |
8季度趋势,按日历期对齐
现金及短期投资
GPK
SON
| Q1 26 | — | $224.5M | ||
| Q4 25 | $261.0M | $378.4M | ||
| Q3 25 | $120.0M | $244.9M | ||
| Q2 25 | $120.0M | $329.8M | ||
| Q1 25 | $129.0M | $181.8M | ||
| Q4 24 | $157.0M | $431.0M | ||
| Q3 24 | $126.0M | $1.9B | ||
| Q2 24 | $125.0M | $140.2M |
总债务
GPK
SON
| Q1 26 | — | $3.5B | ||
| Q4 25 | $5.0B | $3.8B | ||
| Q3 25 | $5.5B | $3.8B | ||
| Q2 25 | $5.4B | $5.0B | ||
| Q1 25 | $5.7B | $5.0B | ||
| Q4 24 | $5.1B | $5.0B | ||
| Q3 24 | $5.4B | $4.3B | ||
| Q2 24 | $4.9B | $2.5B |
股东权益
GPK
SON
| Q1 26 | — | $3.6B | ||
| Q4 25 | $3.3B | $3.6B | ||
| Q3 25 | $3.3B | $3.3B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $3.2B | $2.4B | ||
| Q4 24 | $3.0B | $2.3B | ||
| Q3 24 | $3.0B | $2.5B | ||
| Q2 24 | $2.8B | $2.4B |
总资产
GPK
SON
| Q1 26 | — | $11.1B | ||
| Q4 25 | $11.8B | $11.2B | ||
| Q3 25 | $11.9B | $11.7B | ||
| Q2 25 | $11.8B | $12.0B | ||
| Q1 25 | $11.5B | $12.7B | ||
| Q4 24 | $11.1B | $12.5B | ||
| Q3 24 | $11.2B | $9.0B | ||
| Q2 24 | $10.8B | $7.2B |
负债/权益比
GPK
SON
| Q1 26 | — | 0.97× | ||
| Q4 25 | 1.51× | 1.05× | ||
| Q3 25 | 1.67× | 1.15× | ||
| Q2 25 | 1.68× | 1.54× | ||
| Q1 25 | 1.80× | 2.03× | ||
| Q4 24 | 1.71× | 2.19× | ||
| Q3 24 | 1.79× | 1.74× | ||
| Q2 24 | 1.75× | 1.04× |
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 | $521.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | $-428.3B |
| 自由现金流率自由现金流/营收 | — | -25547.4% |
| 资本支出强度资本支出/营收 | — | 3600.5% |
| 现金转化率经营现金流/净利润 | 7.34× | — |
| 过去12个月自由现金流最近4个季度 | — | $-427.6B |
8季度趋势,按日历期对齐
经营现金流
GPK
SON
| Q1 26 | — | — | ||
| Q4 25 | $521.0M | $412.9M | ||
| Q3 25 | $227.0M | $291.5M | ||
| Q2 25 | $267.0M | $193.4M | ||
| Q1 25 | $-174.0M | $-208.1M | ||
| Q4 24 | $489.0M | $396.2M | ||
| Q3 24 | $187.0M | $162.1M | ||
| Q2 24 | $161.0M | $109.3M |
自由现金流
GPK
SON
| Q1 26 | — | $-428.3B | ||
| Q4 25 | — | $322.3M | ||
| Q3 25 | — | $225.6M | ||
| Q2 25 | — | $98.6M | ||
| Q1 25 | — | $-300.8M | ||
| Q4 24 | — | $274.3M | ||
| Q3 24 | — | $70.5M | ||
| Q2 24 | — | $16.0M |
自由现金流率
GPK
SON
| Q1 26 | — | -25547.4% | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | — | 10.6% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -17.6% | ||
| Q4 24 | — | 427.6% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 1.0% |
资本支出强度
GPK
SON
| Q1 26 | — | 3600.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 5.4% | ||
| Q4 24 | — | 190.0% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 5.7% |
现金转化率
GPK
SON
| Q1 26 | — | — | ||
| Q4 25 | 7.34× | 1.24× | ||
| Q3 25 | 1.60× | 2.37× | ||
| Q2 25 | 2.57× | 0.39× | ||
| Q1 25 | -1.37× | -3.82× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 1.13× | 3.18× | ||
| Q2 24 | 0.85× | 1.20× |
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
GPK
暂无分部数据
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |