vs
KeyCorp(KEY)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
史密斯菲尔德食品的季度营收约是KeyCorp的1.9倍($3.8B vs $2.0B),KeyCorp净利率更高(25.4% vs 6.6%,领先18.9%),KeyCorp同比增速更快(131.8% vs 0.8%),过去两年KeyCorp的营收复合增速更高(14.4% vs 5.5%)
Key是日本知名视觉小说工作室,1998年7月21日作为发行商Visual Arts旗下品牌成立,总部位于大阪市北区。工作室主打剧情向作品,擅长创作情感饱满、情节跌宕的戏剧类内容,旗下多款作品深受全球ACG爱好者喜爱。
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。
KEY vs SFD — 直观对比
营收规模更大
SFD
是对方的1.9倍
$2.0B
营收增速更快
KEY
高出131.0%
0.8%
净利率更高
KEY
高出18.9%
6.6%
两年增速更快
KEY
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $3.8B |
| 净利润 | $510.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 32.3% | 8.8% |
| 净利率 | 25.4% | 6.6% |
| 营收同比 | 131.8% | 0.8% |
| 净利润同比 | 309.0% | 9.7% |
| 每股收益(稀释后) | $0.43 | — |
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
KEY
SFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.0B | $4.2B | ||
| Q3 25 | $1.9B | $3.7B | ||
| Q2 25 | $1.8B | $3.8B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $865.0M | $4.0B | ||
| Q3 24 | $695.0M | $3.3B | ||
| Q2 24 | $1.5B | $3.4B |
净利润
KEY
SFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $510.0M | $327.0M | ||
| Q3 25 | $489.0M | $248.0M | ||
| Q2 25 | $425.0M | $188.0M | ||
| Q1 25 | $405.0M | $224.0M | ||
| Q4 24 | $-244.0M | $205.0M | ||
| Q3 24 | $-410.0M | $291.0M | ||
| Q2 24 | $274.0M | $301.0M |
毛利率
KEY
SFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 15.4% |
营业利润率
KEY
SFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 32.3% | 9.5% | ||
| Q3 25 | 31.8% | 8.3% | ||
| Q2 25 | 29.3% | 6.9% | ||
| Q1 25 | 29.0% | 8.5% | ||
| Q4 24 | -92.6% | 8.5% | ||
| Q3 24 | -72.8% | 8.5% | ||
| Q2 24 | 22.0% | 9.8% |
净利率
KEY
SFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 25.4% | 7.7% | ||
| Q3 25 | 25.8% | 6.6% | ||
| Q2 25 | 23.1% | 5.0% | ||
| Q1 25 | 22.8% | 5.9% | ||
| Q4 24 | -54.7% | 5.2% | ||
| Q3 24 | -59.0% | 8.7% | ||
| Q2 24 | 18.0% | 8.8% |
每股收益(稀释后)
KEY
SFD
| Q1 26 | — | — | ||
| Q4 25 | $0.43 | $0.83 | ||
| Q3 25 | $0.41 | $0.63 | ||
| Q2 25 | $0.35 | $0.48 | ||
| Q1 25 | $0.33 | $0.57 | ||
| Q4 24 | $-0.30 | $0.54 | ||
| Q3 24 | $-0.47 | $0.77 | ||
| Q2 24 | $0.25 | $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 | $10.2B | $1.4B |
| 总债务越低越好 | $9.9B | — |
| 股东权益账面价值 | $20.4B | $6.9B |
| 总资产 | $184.4B | $12.0B |
| 负债/权益比越低杠杆越低 | 0.49× | — |
8季度趋势,按日历期对齐
现金及短期投资
KEY
SFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $10.2B | — | ||
| Q3 25 | $13.3B | — | ||
| Q2 25 | $11.6B | — | ||
| Q1 25 | $15.3B | — | ||
| Q4 24 | $17.5B | — | ||
| Q3 24 | $22.8B | — | ||
| Q2 24 | $15.5B | — |
总债务
KEY
SFD
| Q1 26 | — | — | ||
| Q4 25 | $9.9B | $2.0B | ||
| Q3 25 | $10.9B | $2.0B | ||
| Q2 25 | $12.1B | $2.0B | ||
| Q1 25 | $12.4B | $2.0B | ||
| Q4 24 | $12.1B | $2.0B | ||
| Q3 24 | $15.7B | — | ||
| Q2 24 | $16.9B | — |
股东权益
KEY
SFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $20.4B | $6.8B | ||
| Q3 25 | $20.1B | $6.5B | ||
| Q2 25 | $19.5B | $6.3B | ||
| Q1 25 | $19.0B | $6.2B | ||
| Q4 24 | $18.2B | $5.8B | ||
| Q3 24 | $16.9B | — | ||
| Q2 24 | $14.8B | — |
总资产
KEY
SFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $184.4B | $12.2B | ||
| Q3 25 | $187.4B | $11.5B | ||
| Q2 25 | $185.5B | $11.2B | ||
| Q1 25 | $188.7B | $11.1B | ||
| Q4 24 | $187.2B | $11.1B | ||
| Q3 24 | $189.8B | — | ||
| Q2 24 | $187.4B | — |
负债/权益比
KEY
SFD
| Q1 26 | — | — | ||
| Q4 25 | 0.49× | 0.29× | ||
| Q3 25 | 0.54× | 0.31× | ||
| Q2 25 | 0.62× | 0.32× | ||
| Q1 25 | 0.65× | 0.32× | ||
| Q4 24 | 0.67× | 0.34× | ||
| Q3 24 | 0.93× | — | ||
| Q2 24 | 1.14× | — |
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 | $2.2B | — |
| 自由现金流经营现金流 - 资本支出 | $2.1B | — |
| 自由现金流率自由现金流/营收 | 104.8% | — |
| 资本支出强度资本支出/营收 | 5.3% | 2.3% |
| 现金转化率经营现金流/净利润 | 4.33× | — |
| 过去12个月自由现金流最近4个季度 | $3.5B | — |
8季度趋势,按日历期对齐
经营现金流
KEY
SFD
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $938.0M | ||
| Q3 25 | $396.0M | $13.0M | ||
| Q2 25 | $1.2B | $274.0M | ||
| Q1 25 | $-140.0M | $-166.0M | ||
| Q4 24 | $664.0M | — | ||
| Q3 24 | $-1.2B | — | ||
| Q2 24 | $-217.0M | — |
自由现金流
KEY
SFD
| Q1 26 | — | — | ||
| Q4 25 | $2.1B | $842.0M | ||
| Q3 25 | $367.0M | $-75.0M | ||
| Q2 25 | $1.2B | $196.0M | ||
| Q1 25 | $-150.0M | $-245.0M | ||
| Q4 24 | $599.0M | — | ||
| Q3 24 | $-1.2B | — | ||
| Q2 24 | $-230.0M | — |
自由现金流率
KEY
SFD
| Q1 26 | — | — | ||
| Q4 25 | 104.8% | 19.9% | ||
| Q3 25 | 19.4% | -2.0% | ||
| Q2 25 | 65.8% | 5.2% | ||
| Q1 25 | -8.5% | -6.5% | ||
| Q4 24 | 69.2% | — | ||
| Q3 24 | -175.8% | — | ||
| Q2 24 | -15.1% | — |
资本支出强度
KEY
SFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 5.3% | 2.3% | ||
| Q3 25 | 1.5% | 2.3% | ||
| Q2 25 | 1.3% | 2.1% | ||
| Q1 25 | 0.6% | 2.1% | ||
| Q4 24 | 7.5% | 2.1% | ||
| Q3 24 | 2.4% | 2.8% | ||
| Q2 24 | 0.9% | 2.3% |
现金转化率
KEY
SFD
| Q1 26 | — | — | ||
| Q4 25 | 4.33× | 2.87× | ||
| Q3 25 | 0.81× | 0.05× | ||
| Q2 25 | 2.90× | 1.46× | ||
| Q1 25 | -0.35× | -0.74× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -0.79× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图