vs
高盛(GS)与泰森食品(TSN)财务数据对比。点击上方公司名可切换其他公司
高盛的季度营收约是泰森食品的1.3倍($17.2B vs $13.7B),高盛净利率更高(32.7% vs 1.9%,领先30.7%),高盛同比增速更快(18.6% vs 4.4%),过去两年高盛的营收复合增速更高(10.1% vs 0.3%)
高盛集团是美国跨国投资银行及金融服务提供商,创立于1869年,总部位于纽约市曼哈顿下城,在全球多个国际金融中心设有区域总部。按营收计算,高盛是全球规模最大的投资银行之一,位列美国《财富》500强总营收榜单第55位。
泰森食品是总部位于美国阿肯色州斯普林代尔的跨国食品企业,是仅次于JBS的全球第二大鸡肉、牛肉、猪肉加工销售商,同时是美国规模最大的肉类企业,常年位居美国牛肉出口占比首位,旗下运营泰森、Jimmy Dean、Hillshire Farm等多个知名食品品牌。
GS vs TSN — 直观对比
营收规模更大
GS
是对方的1.3倍
$13.7B
营收增速更快
GS
高出14.2%
4.4%
净利率更高
GS
高出30.7%
1.9%
两年增速更快
GS
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $17.2B | $13.7B |
| 净利润 | $5.6B | $264.0M |
| 毛利率 | — | 7.0% |
| 营业利润率 | 39.5% | 3.2% |
| 净利率 | 32.7% | 1.9% |
| 营收同比 | 18.6% | 4.4% |
| 净利润同比 | 18.8% | -29.0% |
| 每股收益(稀释后) | — | $0.73 |
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
GS
TSN
| Q2 26 | — | $13.7B | ||
| Q1 26 | $17.2B | $14.3B | ||
| Q4 25 | $13.5B | $14.3B | ||
| Q3 25 | $15.2B | $13.9B | ||
| Q2 25 | $14.6B | $13.9B | ||
| Q1 25 | $15.1B | $13.1B | ||
| Q4 24 | — | $13.6B | ||
| Q3 24 | $12.7B | $13.6B |
净利润
GS
TSN
| Q2 26 | — | $264.0M | ||
| Q1 26 | $5.6B | $90.0M | ||
| Q4 25 | $4.6B | $85.0M | ||
| Q3 25 | $4.1B | $47.0M | ||
| Q2 25 | $3.7B | $61.0M | ||
| Q1 25 | $4.7B | $7.0M | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | $3.0B | $357.0M |
毛利率
GS
TSN
| Q2 26 | — | 7.0% | ||
| Q1 26 | — | 5.6% | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 7.8% |
营业利润率
GS
TSN
| Q2 26 | — | 3.2% | ||
| Q1 26 | 39.5% | 2.1% | ||
| Q4 25 | 43.5% | 2.1% | ||
| Q3 25 | 35.5% | 1.1% | ||
| Q2 25 | 34.0% | 1.9% | ||
| Q1 25 | 37.5% | 0.8% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | 31.4% | 3.9% |
净利率
GS
TSN
| Q2 26 | — | 1.9% | ||
| Q1 26 | 32.7% | 0.6% | ||
| Q4 25 | 34.3% | 0.6% | ||
| Q3 25 | 27.0% | 0.3% | ||
| Q2 25 | 25.5% | 0.4% | ||
| Q1 25 | 31.5% | 0.1% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | 23.5% | 2.6% |
每股收益(稀释后)
GS
TSN
| Q2 26 | — | $0.73 | ||
| Q1 26 | — | $0.24 | ||
| Q4 25 | $14.04 | $0.24 | ||
| Q3 25 | $12.25 | $0.13 | ||
| Q2 25 | $10.91 | $0.17 | ||
| Q1 25 | $14.12 | $0.02 | ||
| Q4 24 | — | $1.01 | ||
| Q3 24 | $8.40 | $1.00 |
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 | $179.0B | $500.0M |
| 总债务越低越好 | — | $7.9B |
| 股东权益账面价值 | $123.0B | $18.2B |
| 总资产 | $2062.0B | $35.2B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势,按日历期对齐
现金及短期投资
GS
TSN
| Q2 26 | — | $500.0M | ||
| Q1 26 | $179.0B | $1.3B | ||
| Q4 25 | $164.3B | $1.3B | ||
| Q3 25 | $169.6B | $1.2B | ||
| Q2 25 | $153.0B | $1.5B | ||
| Q1 25 | $167.4B | $992.0M | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $154.7B | $1.7B |
总债务
GS
TSN
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.5B | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.9B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | — | $9.7B | ||
| Q3 24 | — | $9.7B |
股东权益
GS
TSN
| Q2 26 | — | $18.2B | ||
| Q1 26 | $123.0B | $18.2B | ||
| Q4 25 | $125.0B | $18.0B | ||
| Q3 25 | $124.4B | $18.1B | ||
| Q2 25 | $124.1B | $18.3B | ||
| Q1 25 | $124.3B | $18.4B | ||
| Q4 24 | — | $18.5B | ||
| Q3 24 | $121.2B | $18.4B |
总资产
GS
TSN
| Q2 26 | — | $35.2B | ||
| Q1 26 | $2062.0B | $36.0B | ||
| Q4 25 | $1809.3B | $36.0B | ||
| Q3 25 | $1808.0B | $36.7B | ||
| Q2 25 | $1785.0B | $36.5B | ||
| Q1 25 | $1766.2B | $36.3B | ||
| Q4 24 | — | $37.3B | ||
| Q3 24 | $1728.1B | $37.1B |
负债/权益比
GS
TSN
| Q2 26 | — | 0.44× | ||
| Q1 26 | — | 0.41× | ||
| Q4 25 | — | 0.41× | ||
| Q3 25 | — | 0.44× | ||
| Q2 25 | — | 0.45× | ||
| Q1 25 | — | 0.44× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.53× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $432.0M |
| 自由现金流率自由现金流/营收 | — | 3.2% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $2.1B |
8季度趋势,按日历期对齐
经营现金流
GS
TSN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-16.3B | $942.0M | ||
| Q3 25 | $2.7B | $535.0M | ||
| Q2 25 | $5.7B | $774.0M | ||
| Q1 25 | $-37.2B | $-185.0M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $617.0M |
自由现金流
GS
TSN
| Q2 26 | — | $432.0M | ||
| Q1 26 | — | $690.0M | ||
| Q4 25 | $-16.8B | $690.0M | ||
| Q3 25 | $2.1B | $248.0M | ||
| Q2 25 | $5.2B | $547.0M | ||
| Q1 25 | $-37.7B | $-378.0M | ||
| Q4 24 | — | $760.0M | ||
| Q3 24 | — | $369.0M |
自由现金流率
GS
TSN
| Q2 26 | — | 3.2% | ||
| Q1 26 | — | 4.8% | ||
| Q4 25 | -124.9% | 4.8% | ||
| Q3 25 | 14.0% | 1.8% | ||
| Q2 25 | 35.6% | 3.9% | ||
| Q1 25 | -250.5% | -2.9% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 2.7% |
资本支出强度
GS
TSN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 1.8% | ||
| Q3 25 | 3.7% | 2.1% | ||
| Q2 25 | 3.3% | 1.6% | ||
| Q1 25 | 3.3% | 1.5% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 1.8% |
现金转化率
GS
TSN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -3.53× | 11.08× | ||
| Q3 25 | 0.65× | 11.38× | ||
| Q2 25 | 1.52× | 12.69× | ||
| Q1 25 | -7.86× | -26.43× | ||
| Q4 24 | — | 2.87× | ||
| Q3 24 | — | 1.73× |
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
GS
| Management and other fees | $3.1B | 18% |
| FICC intermediation | $2.9B | 17% |
| Equities intermediation | $2.7B | 16% |
| Equities financing | $2.6B | 15% |
| Advisory | $1.5B | 9% |
| FICC financing | $1.1B | 6% |
| Other | $972.0M | 6% |
| Debt underwriting | $811.0M | 5% |
| Private banking and lending | $638.0M | 4% |
| Equity underwriting | $535.0M | 3% |
| Incentive fees | $183.0M | 1% |
| Investments | $180.0M | 1% |
TSN
暂无分部数据