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宜瑞安(INGR)与思佳讯(SWKS)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思佳讯的1.9倍($1.8B vs $943.7M),宜瑞安净利率更高(9.5% vs 3.8%,领先5.7%),思佳讯同比增速更快(-1.0% vs -2.4%),过去两年思佳讯的营收复合增速更高(2.1% 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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业,公司股票在纳斯达克全球精选市场挂牌交易,股票代码为SWKS,同时也是标普500指数的成分股之一,在全球射频半导体领域拥有较高市场地位。
INGR vs SWKS — 直观对比
营收规模更大
INGR
是对方的1.9倍
$943.7M
营收增速更快
SWKS
高出1.4%
-2.4%
净利率更高
INGR
高出5.7%
3.8%
两年增速更快
SWKS
近两年复合增速
-3.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $943.7M |
| 净利润 | $167.0M | $35.6M |
| 毛利率 | 24.5% | 40.8% |
| 营业利润率 | 12.5% | 4.5% |
| 净利率 | 9.5% | 3.8% |
| 营收同比 | -2.4% | -1.0% |
| 净利润同比 | 72.2% | -48.2% |
| 每股收益(稀释后) | $2.58 | $0.24 |
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
INGR
SWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.8B | $1.1B | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | $965.0M | ||
| Q1 25 | $1.8B | $953.2M | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.9B | $1.0B |
净利润
INGR
SWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $167.0M | $141.4M | ||
| Q3 25 | $171.0M | — | ||
| Q2 25 | $196.0M | $105.0M | ||
| Q1 25 | $197.0M | $68.7M | ||
| Q4 24 | $97.0M | $162.0M | ||
| Q3 24 | $188.0M | $60.5M |
毛利率
INGR
SWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 24.5% | 40.7% | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 26.0% | 41.6% | ||
| Q1 25 | 25.7% | 41.1% | ||
| Q4 24 | 24.9% | 41.4% | ||
| Q3 24 | 25.6% | 41.9% |
营业利润率
INGR
SWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | 12.5% | 10.1% | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 14.8% | 11.5% | ||
| Q1 25 | 15.2% | 10.2% | ||
| Q4 24 | 9.0% | 16.9% | ||
| Q3 24 | 14.3% | 5.8% |
净利率
INGR
SWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 9.5% | 12.9% | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 10.7% | 10.9% | ||
| Q1 25 | 10.9% | 7.2% | ||
| Q4 24 | 5.4% | 15.2% | ||
| Q3 24 | 10.1% | 5.9% |
每股收益(稀释后)
INGR
SWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | $2.58 | $0.95 | ||
| Q3 25 | $2.61 | — | ||
| Q2 25 | $2.99 | $0.70 | ||
| Q1 25 | $3.00 | $0.43 | ||
| Q4 24 | $1.43 | $1.00 | ||
| Q3 24 | $2.83 | $0.36 |
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 | $5.8B |
| 总资产 | $7.9B | $7.9B |
| 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
INGR
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $915.0M | — | ||
| Q2 25 | $861.0M | $1.3B | ||
| Q1 25 | $837.0M | $1.5B | ||
| Q4 24 | $997.0M | $1.7B | ||
| Q3 24 | $877.0M | $1.6B |
总债务
INGR
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M |
股东权益
INGR
SWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | $4.3B | $5.8B | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $4.2B | $5.7B | ||
| Q1 25 | $4.0B | $5.9B | ||
| Q4 24 | $3.8B | $6.4B | ||
| Q3 24 | $4.0B | $6.3B |
总资产
INGR
SWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $7.9B | $7.9B | ||
| Q3 25 | $7.8B | — | ||
| Q2 25 | $7.8B | $7.7B | ||
| Q1 25 | $7.5B | $7.9B | ||
| Q4 24 | $7.4B | $8.3B | ||
| Q3 24 | $7.5B | $8.3B |
负债/权益比
INGR
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $50.3M |
| 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% | 8.7% |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
INGR
SWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $405.0M | $200.0M | ||
| Q3 25 | $277.0M | — | ||
| Q2 25 | $185.0M | $314.2M | ||
| Q1 25 | $77.0M | $409.4M | ||
| Q4 24 | $436.0M | $377.2M | ||
| Q3 24 | $479.0M | $476.1M |
自由现金流
INGR
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $270.0M | $144.0M | ||
| Q3 25 | $172.0M | — | ||
| Q2 25 | $84.0M | $252.7M | ||
| Q1 25 | $-15.0M | $370.9M | ||
| Q4 24 | $311.0M | $338.2M | ||
| Q3 24 | $429.0M | $393.3M |
自由现金流率
INGR
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 15.4% | 13.1% | ||
| Q3 25 | 9.5% | — | ||
| Q2 25 | 4.6% | 26.2% | ||
| Q1 25 | -0.8% | 38.9% | ||
| Q4 24 | 17.3% | 31.7% | ||
| Q3 24 | 22.9% | 38.4% |
资本支出强度
INGR
SWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 7.7% | 5.1% | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 5.5% | 6.4% | ||
| Q1 25 | 5.1% | 4.0% | ||
| Q4 24 | 6.9% | 3.6% | ||
| Q3 24 | 2.7% | 8.1% |
现金转化率
INGR
SWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.43× | 1.41× | ||
| Q3 25 | 1.62× | — | ||
| Q2 25 | 0.94× | 2.99× | ||
| Q1 25 | 0.39× | 5.96× | ||
| Q4 24 | 4.49× | 2.33× | ||
| Q3 24 | 2.55× | 7.87× |
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% |
SWKS
暂无分部数据