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宜瑞安（INGR）与森萨塔科技（ST）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森萨塔科技的1.9倍（$1.8B vs $934.8M），宜瑞安净利率更高（9.5% vs 9.3%，领先0.2%），森萨塔科技同比增速更快（2.6% vs -2.4%），宜瑞安自由现金流更多（$270.0M vs $104.6M），过去两年宜瑞安的营收复合增速更高（-3.4% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
INGR vs ST — 直观对比
营收规模更大
INGR
是对方的1.9倍
$934.8M
营收增速更快
ST
高出5.0%
-2.4%
净利率更高
INGR
高出0.2%
9.3%
自由现金流更多
INGR
多$165.4M
$104.6M
两年增速更快
INGR
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $934.8M |
| 净利润 | $167.0M | $87.1M |
| 毛利率 | 24.5% | 30.6% |
| 营业利润率 | 12.5% | 15.1% |
| 净利率 | 9.5% | 9.3% |
| 营收同比 | -2.4% | 2.6% |
| 净利润同比 | 72.2% | 24.6% |
| 每股收益（稀释后） | $2.58 | $0.59 |
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INGRST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $1.8B | $917.9M | ||
| Q3 25 | $1.8B | $932.0M | ||
| Q2 25 | $1.8B | $943.4M | ||
| Q1 25 | $1.8B | $911.3M | ||
| Q4 24 | $1.8B | $907.7M | ||
| Q3 24 | $1.9B | $982.8M | ||
| Q2 24 | $1.9B | $1.0B |
净利润INGRST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $167.0M | $63.2M | ||
| Q3 25 | $171.0M | $-162.5M | ||
| Q2 25 | $196.0M | $60.7M | ||
| Q1 25 | $197.0M | $69.9M | ||
| Q4 24 | $97.0M | $5.8M | ||
| Q3 24 | $188.0M | $-25.0M | ||
| Q2 24 | $148.0M | $71.7M |
毛利率INGRST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 24.5% | 29.0% | ||
| Q3 25 | 25.1% | 27.8% | ||
| Q2 25 | 26.0% | 30.3% | ||
| Q1 25 | 25.7% | 29.9% | ||
| Q4 24 | 24.9% | 27.1% | ||
| Q3 24 | 25.6% | 28.6% | ||
| Q2 24 | 23.7% | 30.0% |
营业利润率INGRST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 12.5% | 10.9% | ||
| Q3 25 | 13.7% | -13.2% | ||
| Q2 25 | 14.8% | 14.6% | ||
| Q1 25 | 15.2% | 13.4% | ||
| Q4 24 | 9.0% | 8.1% | ||
| Q3 24 | 14.3% | -20.3% | ||
| Q2 24 | 12.8% | 12.5% |
净利率INGRST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 9.5% | 6.9% | ||
| Q3 25 | 9.4% | -17.4% | ||
| Q2 25 | 10.7% | 6.4% | ||
| Q1 25 | 10.9% | 7.7% | ||
| Q4 24 | 5.4% | 0.6% | ||
| Q3 24 | 10.1% | -2.5% | ||
| Q2 24 | 7.9% | 6.9% |
每股收益（稀释后）INGRST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $2.58 | $0.45 | ||
| Q3 25 | $2.61 | $-1.12 | ||
| Q2 25 | $2.99 | $0.41 | ||
| Q1 25 | $3.00 | $0.47 | ||
| Q4 24 | $1.43 | $0.05 | ||
| Q3 24 | $2.83 | $-0.17 | ||
| Q2 24 | $2.22 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $2.9B |
| 总资产 | $7.9B | $6.8B |
| 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INGRST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $1.0B | $573.0M | ||
| Q3 25 | $915.0M | $791.3M | ||
| Q2 25 | $861.0M | $661.8M | ||
| Q1 25 | $837.0M | $588.1M | ||
| Q4 24 | $997.0M | $593.7M | ||
| Q3 24 | $877.0M | $506.2M | ||
| Q2 24 | $505.0M | $1.0B |
总债务INGRST
| Q1 26 | — | — | ||
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益INGRST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $4.3B | $2.8B | ||
| Q3 25 | $4.2B | $2.7B | ||
| Q2 25 | $4.2B | $2.9B | ||
| Q1 25 | $4.0B | $2.8B | ||
| Q4 24 | $3.8B | $2.9B | ||
| Q3 24 | $4.0B | $3.0B | ||
| Q2 24 | $3.7B | $3.0B |
总资产INGRST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $7.9B | $6.8B | ||
| Q3 25 | $7.8B | $7.1B | ||
| Q2 25 | $7.8B | $7.3B | ||
| Q1 25 | $7.5B | $7.2B | ||
| Q4 24 | $7.4B | $7.1B | ||
| Q3 24 | $7.5B | $7.3B | ||
| Q2 24 | $7.2B | $8.2B |
负债/权益比INGRST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.11× | ||
| 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 | $405.0M | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $270.0M | $104.6M |
| 自由现金流率自由现金流/营收 | 15.4% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $511.0M | $508.3M |
8季度趋势，按日历期对齐
经营现金流INGRST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $405.0M | $201.5M | ||
| Q3 25 | $277.0M | $159.9M | ||
| Q2 25 | $185.0M | $140.9M | ||
| Q1 25 | $77.0M | $119.2M | ||
| Q4 24 | $436.0M | $170.7M | ||
| Q3 24 | $479.0M | $130.9M | ||
| Q2 24 | $312.0M | $143.5M |
自由现金流INGRST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $270.0M | $151.9M | ||
| Q3 25 | $172.0M | $136.2M | ||
| Q2 25 | $84.0M | $115.5M | ||
| Q1 25 | $-15.0M | $86.6M | ||
| Q4 24 | $311.0M | $138.9M | ||
| Q3 24 | $429.0M | $91.3M | ||
| Q2 24 | $257.0M | $98.4M |
自由现金流率INGRST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 15.4% | 16.6% | ||
| Q3 25 | 9.5% | 14.6% | ||
| Q2 25 | 4.6% | 12.2% | ||
| Q1 25 | -0.8% | 9.5% | ||
| Q4 24 | 17.3% | 15.3% | ||
| Q3 24 | 22.9% | 9.3% | ||
| Q2 24 | 13.7% | 9.5% |
资本支出强度INGRST
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | 5.4% | ||
| Q3 25 | 5.8% | 2.5% | ||
| Q2 25 | 5.5% | 2.7% | ||
| Q1 25 | 5.1% | 3.6% | ||
| Q4 24 | 6.9% | 3.5% | ||
| Q3 24 | 2.7% | 4.0% | ||
| Q2 24 | 2.9% | 4.4% |
现金转化率INGRST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 2.43× | 3.19× | ||
| Q3 25 | 1.62× | — | ||
| Q2 25 | 0.94× | 2.32× | ||
| Q1 25 | 0.39× | 1.70× | ||
| Q4 24 | 4.49× | 29.50× | ||
| Q3 24 | 2.55× | — | ||
| Q2 24 | 2.11× | 2.00× |
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% |
ST
暂无分部数据
