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宜瑞安（INGR）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
宜瑞安的季度营收约是STIFEL FINANCIAL CORP的1.1倍（$1.8B vs $1.7B），STIFEL FINANCIAL CORP净利率更高（15.1% vs 9.5%，领先5.6%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs -2.4%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs -3.4%）
宜瑞安（Ingredion Inc.）是总部位于美国伊利诺伊州的食品饮料配料供应商，主打产品包括淀粉、非转基因甜味剂、甜菊糖、豌豆蛋白等，以玉米、木薯、马铃薯、谷物、果蔬等为原料，产品供应食品、饮料、酿造、制药等多个行业，在全球44个站点拥有约1.2万名员工，客户覆盖超120个国家。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
INGR vs SF — 直观对比
营收规模更大
INGR
是对方的1.1倍
$1.7B
营收增速更快
SF
高出20.1%
-2.4%
净利率更高
SF
高出5.6%
9.5%
两年增速更快
SF
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $1.7B |
| 净利润 | $167.0M | $251.4M |
| 毛利率 | 24.5% | — |
| 营业利润率 | 12.5% | 30.8% |
| 净利率 | 9.5% | 15.1% |
| 营收同比 | -2.4% | 17.7% |
| 净利润同比 | 72.2% | 374.4% |
| 每股收益（稀释后） | $2.58 | $1.48 |
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INGRSF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.8B | $962.6M | ||
| Q2 25 | $1.8B | $838.9M | ||
| Q1 25 | $1.8B | $842.5M | ||
| Q4 24 | $1.8B | $916.0M | ||
| Q3 24 | $1.9B | $810.9M | ||
| Q2 24 | $1.9B | $798.9M |
净利润INGRSF
| Q1 26 | — | $251.4M | ||
| Q4 25 | $167.0M | $264.4M | ||
| Q3 25 | $171.0M | $211.4M | ||
| Q2 25 | $196.0M | $155.1M | ||
| Q1 25 | $197.0M | $53.0M | ||
| Q4 24 | $97.0M | $244.0M | ||
| Q3 24 | $188.0M | $158.5M | ||
| Q2 24 | $148.0M | $165.3M |
毛利率INGRSF
| Q1 26 | — | — | ||
| Q4 25 | 24.5% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 26.0% | — | ||
| Q1 25 | 25.7% | — | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 25.6% | — | ||
| Q2 24 | 23.7% | — |
营业利润率INGRSF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 12.5% | 27.3% | ||
| Q3 25 | 13.7% | 29.7% | ||
| Q2 25 | 14.8% | 25.5% | ||
| Q1 25 | 15.2% | 7.5% | ||
| Q4 24 | 9.0% | 29.1% | ||
| Q3 24 | 14.3% | 26.7% | ||
| Q2 24 | 12.8% | 28.4% |
净利率INGRSF
| Q1 26 | — | 15.1% | ||
| Q4 25 | 9.5% | 23.5% | ||
| Q3 25 | 9.4% | 22.0% | ||
| Q2 25 | 10.7% | 18.5% | ||
| Q1 25 | 10.9% | 6.3% | ||
| Q4 24 | 5.4% | 26.6% | ||
| Q3 24 | 10.1% | 19.5% | ||
| Q2 24 | 7.9% | 20.7% |
每股收益（稀释后）INGRSF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $2.58 | $2.30 | ||
| Q3 25 | $2.61 | $1.84 | ||
| Q2 25 | $2.99 | $1.34 | ||
| Q1 25 | $3.00 | $0.39 | ||
| Q4 24 | $1.43 | $2.10 | ||
| Q3 24 | $2.83 | $1.34 | ||
| Q2 24 | $2.22 | $1.41 |
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 | $1.0B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $332.3M |
| 总资产 | $7.9B | $42.9B |
| 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INGRSF
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $2.3B | ||
| Q3 25 | $915.0M | $3.2B | ||
| Q2 25 | $861.0M | $1.9B | ||
| Q1 25 | $837.0M | $2.7B | ||
| Q4 24 | $997.0M | $2.6B | ||
| Q3 24 | $877.0M | $1.9B | ||
| Q2 24 | $505.0M | $2.6B |
总债务INGRSF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益INGRSF
| Q1 26 | — | $332.3M | ||
| Q4 25 | $4.3B | $6.0B | ||
| Q3 25 | $4.2B | $5.8B | ||
| Q2 25 | $4.2B | $5.6B | ||
| Q1 25 | $4.0B | $5.5B | ||
| Q4 24 | $3.8B | $5.7B | ||
| Q3 24 | $4.0B | $5.6B | ||
| Q2 24 | $3.7B | $5.4B |
总资产INGRSF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $7.9B | $41.3B | ||
| Q3 25 | $7.8B | $41.7B | ||
| Q2 25 | $7.8B | $39.9B | ||
| Q1 25 | $7.5B | $40.4B | ||
| Q4 24 | $7.4B | $39.9B | ||
| Q3 24 | $7.5B | $38.9B | ||
| Q2 24 | $7.2B | $37.8B |
负债/权益比INGRSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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 | $405.0M | — |
| 自由现金流经营现金流 - 资本支出 | $270.0M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 资本支出强度资本支出/营收 | 7.7% | — |
| 现金转化率经营现金流/净利润 | 2.43× | — |
| 过去12个月自由现金流最近4个季度 | $511.0M | — |
8季度趋势，按日历期对齐
经营现金流INGRSF
| Q1 26 | — | — | ||
| Q4 25 | $405.0M | $382.4M | ||
| Q3 25 | $277.0M | $338.3M | ||
| Q2 25 | $185.0M | $607.5M | ||
| Q1 25 | $77.0M | $-211.2M | ||
| Q4 24 | $436.0M | $694.6M | ||
| Q3 24 | $479.0M | $198.3M | ||
| Q2 24 | $312.0M | $207.2M |
自由现金流INGRSF
| Q1 26 | — | — | ||
| Q4 25 | $270.0M | $369.0M | ||
| Q3 25 | $172.0M | $321.1M | ||
| Q2 25 | $84.0M | $592.7M | ||
| Q1 25 | $-15.0M | $-227.8M | ||
| Q4 24 | $311.0M | $677.2M | ||
| Q3 24 | $429.0M | $185.6M | ||
| Q2 24 | $257.0M | $173.3M |
自由现金流率INGRSF
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 32.7% | ||
| Q3 25 | 9.5% | 33.4% | ||
| Q2 25 | 4.6% | 70.6% | ||
| Q1 25 | -0.8% | -27.0% | ||
| Q4 24 | 17.3% | 73.9% | ||
| Q3 24 | 22.9% | 22.9% | ||
| Q2 24 | 13.7% | 21.7% |
资本支出强度INGRSF
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 1.2% | ||
| Q3 25 | 5.8% | 1.8% | ||
| Q2 25 | 5.5% | 1.8% | ||
| Q1 25 | 5.1% | 2.0% | ||
| Q4 24 | 6.9% | 1.9% | ||
| Q3 24 | 2.7% | 1.6% | ||
| Q2 24 | 2.9% | 4.2% |
现金转化率INGRSF
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 1.45× | ||
| Q3 25 | 1.62× | 1.60× | ||
| Q2 25 | 0.94× | 3.92× | ||
| Q1 25 | 0.39× | -3.99× | ||
| Q4 24 | 4.49× | 2.85× | ||
| Q3 24 | 2.55× | 1.25× | ||
| Q2 24 | 2.11× | 1.25× |
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
INGR
| Food And Industrial Ingredients LATAM Segment | $599.0M | 34% |
| Texture And Healthful Solutions Segment | $598.0M | 34% |
| Food And Industrial Ingredients U.S.Canada Segment | $486.0M | 28% |
| Other | $74.0M | 4% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
