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江森自控（JCI）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
江森自控的季度营收约是史密斯菲尔德食品的1.5倍（$5.8B vs $3.8B），江森自控净利率更高（9.0% vs 6.6%，领先2.5%），江森自控同比增速更快（6.8% vs 0.8%），过去两年史密斯菲尔德食品的营收复合增速更高（5.5% vs -7.0%）
江森自控是总部位于爱尔兰科克的跨国综合企业，专注于为各类建筑提供消防、暖通空调及安防设备，业务覆盖六大洲近2000个地点，2019年中期员工规模达10.5万人，曾位列2017年《财富》全球500强第389位。
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。
JCI vs SFD — 直观对比
营收规模更大
JCI
是对方的1.5倍
$3.8B
营收增速更快
JCI
高出6.1%
0.8%
净利率更高
JCI
高出2.5%
6.6%
两年增速更快
SFD
近两年复合增速
-7.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.8B | $3.8B |
| 净利润 | $524.0M | $249.0M |
| 毛利率 | 35.8% | 13.4% |
| 营业利润率 | — | 8.8% |
| 净利率 | 9.0% | 6.6% |
| 营收同比 | 6.8% | 0.8% |
| 净利润同比 | 25.1% | 9.7% |
| 每股收益（稀释后） | $0.85 | — |
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JCISFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $5.8B | $4.2B | ||
| Q3 25 | $6.4B | $3.7B | ||
| Q2 25 | $6.1B | $3.8B | ||
| Q1 25 | $5.7B | $3.8B | ||
| Q4 24 | $5.4B | $4.0B | ||
| Q3 24 | $2.9B | $3.3B | ||
| Q2 24 | $7.2B | $3.4B |
净利润JCISFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $524.0M | $327.0M | ||
| Q3 25 | $1.7B | $248.0M | ||
| Q2 25 | $701.0M | $188.0M | ||
| Q1 25 | $478.0M | $224.0M | ||
| Q4 24 | $419.0M | $205.0M | ||
| Q3 24 | $633.0M | $291.0M | ||
| Q2 24 | $975.0M | $301.0M |
毛利率JCISFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 35.8% | 14.2% | ||
| Q3 25 | 36.5% | 12.8% | ||
| Q2 25 | 37.1% | 13.2% | ||
| Q1 25 | 36.5% | 13.5% | ||
| Q4 24 | 35.5% | 13.5% | ||
| Q3 24 | 48.4% | 14.3% | ||
| Q2 24 | 34.4% | 15.4% |
营业利润率JCISFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | 5.5% | 8.3% | ||
| Q2 25 | 11.6% | 6.9% | ||
| Q1 25 | 8.8% | 8.5% | ||
| Q4 24 | 7.5% | 8.5% | ||
| Q3 24 | 6.9% | 8.5% | ||
| Q2 24 | 17.7% | 9.8% |
净利率JCISFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 9.0% | 7.7% | ||
| Q3 25 | 26.3% | 6.6% | ||
| Q2 25 | 11.6% | 5.0% | ||
| Q1 25 | 8.4% | 5.9% | ||
| Q4 24 | 7.7% | 5.2% | ||
| Q3 24 | 21.6% | 8.7% | ||
| Q2 24 | 13.5% | 8.8% |
每股收益（稀释后）JCISFD
| Q1 26 | — | — | ||
| Q4 25 | $0.85 | $0.83 | ||
| Q3 25 | $2.61 | $0.63 | ||
| Q2 25 | $1.07 | $0.48 | ||
| Q1 25 | $0.72 | $0.57 | ||
| Q4 24 | $0.63 | $0.54 | ||
| Q3 24 | $0.93 | $0.77 | ||
| Q2 24 | $1.45 | $0.79 |
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 | $552.0M | $1.4B |
| 总债务越低越好 | $8.7B | — |
| 股东权益账面价值 | $13.2B | $6.9B |
| 总资产 | $38.0B | $12.0B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势，按日历期对齐
现金及短期投资JCISFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $552.0M | — | ||
| Q3 25 | $379.0M | — | ||
| Q2 25 | $731.0M | — | ||
| Q1 25 | $795.0M | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $606.0M | — | ||
| Q2 24 | $862.0M | — |
总债务JCISFD
| Q1 26 | — | — | ||
| Q4 25 | $8.7B | $2.0B | ||
| Q3 25 | $8.6B | $2.0B | ||
| Q2 25 | $8.4B | $2.0B | ||
| Q1 25 | $8.2B | $2.0B | ||
| Q4 24 | $8.6B | $2.0B | ||
| Q3 24 | $8.0B | — | ||
| Q2 24 | $7.9B | — |
股东权益JCISFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $13.2B | $6.8B | ||
| Q3 25 | $12.9B | $6.5B | ||
| Q2 25 | $15.8B | $6.3B | ||
| Q1 25 | $15.8B | $6.2B | ||
| Q4 24 | $15.9B | $5.8B | ||
| Q3 24 | $16.1B | — | ||
| Q2 24 | $16.0B | — |
总资产JCISFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $38.0B | $12.2B | ||
| Q3 25 | $37.9B | $11.5B | ||
| Q2 25 | $43.4B | $11.2B | ||
| Q1 25 | $42.4B | $11.1B | ||
| Q4 24 | $42.1B | $11.1B | ||
| Q3 24 | $42.7B | — | ||
| Q2 24 | $43.3B | — |
负债/权益比JCISFD
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | 0.29× | ||
| Q3 25 | 0.66× | 0.31× | ||
| Q2 25 | 0.53× | 0.32× | ||
| Q1 25 | 0.52× | 0.32× | ||
| Q4 24 | 0.54× | 0.34× | ||
| Q3 24 | 0.50× | — | ||
| Q2 24 | 0.49× | — |
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 | $611.0M | — |
| 自由现金流经营现金流 - 资本支出 | $531.0M | — |
| 自由现金流率自由现金流/营收 | 9.2% | — |
| 资本支出强度资本支出/营收 | 1.4% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.17× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流JCISFD
| Q1 26 | — | — | ||
| Q4 25 | $611.0M | $938.0M | ||
| Q3 25 | $968.0M | $13.0M | ||
| Q2 25 | $787.0M | $274.0M | ||
| Q1 25 | $550.0M | $-166.0M | ||
| Q4 24 | $249.0M | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.0B | — |
自由现金流JCISFD
| Q1 26 | — | — | ||
| Q4 25 | $531.0M | $842.0M | ||
| Q3 25 | $838.0M | $-75.0M | ||
| Q2 25 | $693.0M | $196.0M | ||
| Q1 25 | $456.0M | $-245.0M | ||
| Q4 24 | $133.0M | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $922.0M | — |
自由现金流率JCISFD
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 19.9% | ||
| Q3 25 | 13.0% | -2.0% | ||
| Q2 25 | 11.5% | 5.2% | ||
| Q1 25 | 8.0% | -6.5% | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 40.4% | — | ||
| Q2 24 | 12.8% | — |
资本支出强度JCISFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 2.0% | 2.3% | ||
| Q2 25 | 1.6% | 2.1% | ||
| Q1 25 | 1.7% | 2.1% | ||
| Q4 24 | 2.1% | 2.1% | ||
| Q3 24 | 5.8% | 2.8% | ||
| Q2 24 | 1.4% | 2.3% |
现金转化率JCISFD
| Q1 26 | — | — | ||
| Q4 25 | 1.17× | 2.87× | ||
| Q3 25 | 0.57× | 0.05× | ||
| Q2 25 | 1.12× | 1.46× | ||
| Q1 25 | 1.15× | -0.74× | ||
| Q4 24 | 0.59× | — | ||
| Q3 24 | 2.14× | — | ||
| Q2 24 | 1.05× | — |
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
JCI
| Productsand Systems | $3.9B | 67% |
| Services | $1.9B | 33% |
SFD
暂无分部数据
