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赫兹（HTZ）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
史密斯菲尔德食品的季度营收约是赫兹的1.9倍（$3.8B vs $2.0B），史密斯菲尔德食品净利率更高（6.6% vs -9.6%，领先16.1%），史密斯菲尔德食品同比增速更快（0.8% vs -0.6%），过去两年史密斯菲尔德食品的营收复合增速更高（6.8% vs -1.3%）
赫兹全球控股是美国知名汽车租赁企业，总部位于佛罗里达州埃斯特罗。公司运营赫兹同名核心品牌，同时拥有Dollar、Firefly、Thrifty等多个汽车租赁子品牌，业务覆盖全球广泛市场，为客户提供多元出行租赁解决方案。
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。
HTZ vs SFD — 直观对比
营收规模更大
SFD
是对方的1.9倍
$2.0B
营收增速更快
SFD
高出1.4%
-0.6%
净利率更高
SFD
高出16.1%
-9.6%
两年增速更快
SFD
近两年复合增速
-1.3%
损益表 — Q4 FY2025 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $3.8B |
| 净利润 | $-194.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | -11.0% | 8.8% |
| 净利率 | -9.6% | 6.6% |
| 营收同比 | -0.6% | 0.8% |
| 净利润同比 | 59.5% | 9.8% |
| 每股收益（稀释后） | $-0.46 | — |
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HTZSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.0B | $4.2B | ||
| Q3 25 | $2.5B | $3.7B | ||
| Q2 25 | $2.2B | $3.8B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $2.0B | $4.0B | ||
| Q3 24 | $2.6B | $3.3B | ||
| Q2 24 | $2.4B | — |
净利润HTZSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $-194.0M | $327.0M | ||
| Q3 25 | $184.0M | $248.0M | ||
| Q2 25 | $-294.0M | $188.0M | ||
| Q1 25 | $-443.0M | $224.0M | ||
| Q4 24 | $-479.0M | $205.0M | ||
| Q3 24 | $-1.3B | $291.0M | ||
| Q2 24 | $-865.0M | — |
毛利率HTZSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | — |
营业利润率HTZSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | -11.0% | 9.5% | ||
| Q3 25 | 9.4% | 8.3% | ||
| Q2 25 | -14.5% | 6.9% | ||
| Q1 25 | -29.0% | 8.5% | ||
| Q4 24 | -27.6% | 8.5% | ||
| Q3 24 | -62.9% | 8.5% | ||
| Q2 24 | -20.1% | — |
净利率HTZSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | -9.6% | 7.7% | ||
| Q3 25 | 7.4% | 6.6% | ||
| Q2 25 | -13.5% | 5.0% | ||
| Q1 25 | -24.4% | 5.9% | ||
| Q4 24 | -23.5% | 5.2% | ||
| Q3 24 | -51.7% | 8.7% | ||
| Q2 24 | -36.8% | — |
每股收益（稀释后）HTZSFD
| Q1 26 | — | — | ||
| Q4 25 | $-0.46 | $0.83 | ||
| Q3 25 | $0.42 | $0.63 | ||
| Q2 25 | $-0.95 | $0.48 | ||
| Q1 25 | $-1.44 | $0.57 | ||
| Q4 24 | $-1.57 | $0.54 | ||
| Q3 24 | $-4.34 | $0.77 | ||
| Q2 24 | $-2.82 | — |
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 | $565.0M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-459.0M | $6.9B |
| 总资产 | $22.3B | $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HTZSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $565.0M | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $503.0M | — | ||
| Q1 25 | $626.0M | — | ||
| Q4 24 | $592.0M | — | ||
| Q3 24 | $501.0M | — | ||
| Q2 24 | $568.0M | — |
总债务HTZSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HTZSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $-459.0M | $6.8B | ||
| Q3 25 | $-317.0M | $6.5B | ||
| Q2 25 | $-504.0M | $6.3B | ||
| Q1 25 | $-262.0M | $6.2B | ||
| Q4 24 | $153.0M | $5.8B | ||
| Q3 24 | $681.0M | — | ||
| Q2 24 | $2.0B | — |
总资产HTZSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $22.3B | $12.2B | ||
| Q3 25 | $23.0B | $11.5B | ||
| Q2 25 | $23.1B | $11.2B | ||
| Q1 25 | $22.0B | $11.1B | ||
| Q4 24 | $21.8B | $11.1B | ||
| Q3 24 | $23.0B | — | ||
| Q2 24 | $25.2B | — |
负债/权益比HTZSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $193.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流HTZSFD
| Q1 26 | — | — | ||
| Q4 25 | $193.0M | $938.0M | ||
| Q3 25 | $835.0M | $13.0M | ||
| Q2 25 | $346.0M | $274.0M | ||
| Q1 25 | $251.0M | $-166.0M | ||
| Q4 24 | $414.0M | — | ||
| Q3 24 | $894.0M | — | ||
| Q2 24 | $546.0M | — |
自由现金流HTZSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $842.0M | ||
| Q3 25 | — | $-75.0M | ||
| Q2 25 | — | $196.0M | ||
| Q1 25 | — | $-245.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率HTZSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 19.9% | ||
| Q3 25 | — | -2.0% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | -6.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度HTZSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | — |
现金转化率HTZSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.87× | ||
| Q3 25 | 4.54× | 0.05× | ||
| Q2 25 | — | 1.46× | ||
| Q1 25 | — | -0.74× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
