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国际香精香料（IFF）与森馨科技（SXT）财务数据对比。点击上方公司名可切换其他公司
国际香精香料的季度营收约是森馨科技的5.9倍（$2.6B vs $435.8M）。森馨科技净利率更高（10.1% vs 0.2%，领先9.9%）。森馨科技同比增速更快（54.2% vs -6.6%）。过去两年森馨科技的营收复合增速更高（3.9% vs -5.5%）
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
森馨科技是总部位于美国威斯康星州密尔沃基的全球化色素、香精香料生产商及销售商，产品广泛应用于食品饮料、医药、化妆品、家居个护、特种印刷成像、计算机成像及工业着色等多个领域，旗下设有香精香料事业部与色素事业部两大核心业务板块。
IFF vs SXT — 直观对比
营收规模更大
IFF
是对方的5.9倍
$435.8M
营收增速更快
SXT
高出60.7%
-6.6%
净利率更高
SXT
高出9.9%
0.2%
两年增速更快
SXT
近两年复合增速
-5.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $435.8M |
| 净利润 | $5.0M | $44.2M |
| 毛利率 | 34.4% | — |
| 营业利润率 | 3.7% | 15.3% |
| 净利率 | 0.2% | 10.1% |
| 营收同比 | -6.6% | 54.2% |
| 净利润同比 | 110.9% | 28.2% |
| 每股收益（稀释后） | $0.03 | $1.04 |
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IFFSXT
| Q1 26 | — | $435.8M | ||
| Q4 25 | $2.6B | $393.4M | ||
| Q3 25 | $2.7B | $412.1M | ||
| Q2 25 | $2.8B | $414.2M | ||
| Q1 25 | $2.8B | $392.3M | ||
| Q4 24 | $2.8B | $376.4M | ||
| Q3 24 | $2.9B | $392.6M | ||
| Q2 24 | $2.9B | $403.5M |
净利润IFFSXT
| Q1 26 | — | $44.2M | ||
| Q4 25 | $5.0M | $25.5M | ||
| Q3 25 | $40.0M | $37.0M | ||
| Q2 25 | $612.0M | $37.6M | ||
| Q1 25 | $-1.0B | $34.5M | ||
| Q4 24 | $-46.0M | $30.1M | ||
| Q3 24 | $59.0M | $32.7M | ||
| Q2 24 | $170.0M | $30.9M |
毛利率IFFSXT
| Q1 26 | — | — | ||
| Q4 25 | 34.4% | 31.4% | ||
| Q3 25 | 36.5% | 34.3% | ||
| Q2 25 | 37.3% | 34.5% | ||
| Q1 25 | 36.4% | 33.6% | ||
| Q4 24 | 35.4% | 31.7% | ||
| Q3 24 | 36.0% | 33.2% | ||
| Q2 24 | 37.0% | 32.4% |
营业利润率IFFSXT
| Q1 26 | — | 15.3% | ||
| Q4 25 | 3.7% | 9.7% | ||
| Q3 25 | 8.4% | 14.0% | ||
| Q2 25 | 7.2% | 13.9% | ||
| Q1 25 | -31.8% | 13.6% | ||
| Q4 24 | 4.6% | 11.2% | ||
| Q3 24 | 8.5% | 12.9% | ||
| Q2 24 | 6.6% | 12.3% |
净利率IFFSXT
| Q1 26 | — | 10.1% | ||
| Q4 25 | 0.2% | 6.5% | ||
| Q3 25 | 1.5% | 9.0% | ||
| Q2 25 | 22.1% | 9.1% | ||
| Q1 25 | -35.8% | 8.8% | ||
| Q4 24 | -1.7% | 8.0% | ||
| Q3 24 | 2.0% | 8.3% | ||
| Q2 24 | 5.9% | 7.7% |
每股收益（稀释后）IFFSXT
| Q1 26 | — | $1.04 | ||
| Q4 25 | $0.03 | $0.60 | ||
| Q3 25 | $0.16 | $0.87 | ||
| Q2 25 | $2.38 | $0.88 | ||
| Q1 25 | $-3.98 | $0.81 | ||
| Q4 24 | $-0.17 | $0.71 | ||
| Q3 24 | $0.23 | $0.77 | ||
| Q2 24 | $0.66 | $0.73 |
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 | $590.0M | $38.5M |
| 总债务越低越好 | $5.6B | $767.8M |
| 股东权益账面价值 | $14.2B | $1.2B |
| 总资产 | $25.5B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.40× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资IFFSXT
| Q1 26 | — | $38.5M | ||
| Q4 25 | $590.0M | $36.5M | ||
| Q3 25 | $621.0M | $42.7M | ||
| Q2 25 | $816.0M | $56.7M | ||
| Q1 25 | $613.0M | $32.6M | ||
| Q4 24 | $469.0M | $26.6M | ||
| Q3 24 | $567.0M | $37.0M | ||
| Q2 24 | $671.0M | $30.3M |
总债务IFFSXT
| Q1 26 | — | $767.8M | ||
| Q4 25 | $5.6B | $709.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.9B | $613.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益IFFSXT
| Q1 26 | — | $1.2B | ||
| Q4 25 | $14.2B | $1.2B | ||
| Q3 25 | $14.2B | $1.2B | ||
| Q2 25 | $14.4B | $1.2B | ||
| Q1 25 | $13.2B | $1.1B | ||
| Q4 24 | $13.9B | $1.1B | ||
| Q3 24 | $14.8B | $1.1B | ||
| Q2 24 | $14.3B | $1.1B |
总资产IFFSXT
| Q1 26 | — | $2.3B | ||
| Q4 25 | $25.5B | $2.2B | ||
| Q3 25 | $25.8B | $2.2B | ||
| Q2 25 | $26.1B | $2.2B | ||
| Q1 25 | $28.3B | $2.1B | ||
| Q4 24 | $28.7B | $2.0B | ||
| Q3 24 | $29.9B | $2.0B | ||
| Q2 24 | $29.5B | $2.0B |
负债/权益比IFFSXT
| Q1 26 | — | 0.63× | ||
| Q4 25 | 0.40× | 0.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.64× | 0.58× | ||
| 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 | $318.0M | — |
| 自由现金流经营现金流 - 资本支出 | $130.0M | — |
| 自由现金流率自由现金流/营收 | 5.0% | — |
| 资本支出强度资本支出/营收 | 7.3% | — |
| 现金转化率经营现金流/净利润 | 63.60× | — |
| 过去12个月自由现金流最近4个季度 | $256.0M | — |
8季度趋势，按日历期对齐
经营现金流IFFSXT
| Q1 26 | — | — | ||
| Q4 25 | $318.0M | $44.6M | ||
| Q3 25 | $164.0M | $44.0M | ||
| Q2 25 | $241.0M | $48.3M | ||
| Q1 25 | $127.0M | $-9.0M | ||
| Q4 24 | $368.0M | $21.4M | ||
| Q3 24 | $366.0M | $76.8M | ||
| Q2 24 | $237.0M | $43.8M |
自由现金流IFFSXT
| Q1 26 | — | — | ||
| Q4 25 | $130.0M | $12.9M | ||
| Q3 25 | $32.0M | $24.2M | ||
| Q2 25 | $146.0M | $27.1M | ||
| Q1 25 | $-52.0M | $-25.8M | ||
| Q4 24 | $208.0M | $-1.7M | ||
| Q3 24 | $263.0M | $63.6M | ||
| Q2 24 | $155.0M | $32.0M |
自由现金流率IFFSXT
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 3.3% | ||
| Q3 25 | 1.2% | 5.9% | ||
| Q2 25 | 5.3% | 6.5% | ||
| Q1 25 | -1.8% | -6.6% | ||
| Q4 24 | 7.5% | -0.5% | ||
| Q3 24 | 9.0% | 16.2% | ||
| Q2 24 | 5.4% | 7.9% |
资本支出强度IFFSXT
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | 8.0% | ||
| Q3 25 | 4.9% | 4.8% | ||
| Q2 25 | 3.4% | 5.1% | ||
| Q1 25 | 6.3% | 4.3% | ||
| Q4 24 | 5.8% | 6.1% | ||
| Q3 24 | 3.5% | 3.4% | ||
| Q2 24 | 2.8% | 2.9% |
现金转化率IFFSXT
| Q1 26 | — | — | ||
| Q4 25 | 63.60× | 1.75× | ||
| Q3 25 | 4.10× | 1.19× | ||
| Q2 25 | 0.39× | 1.28× | ||
| Q1 25 | — | -0.26× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 6.20× | 2.35× | ||
| Q2 24 | 1.39× | 1.42× |
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
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
SXT
暂无分部数据
