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金佰利（KMB）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
金佰利的季度营收约是史密斯菲尔德食品的1.1倍（$4.2B vs $3.8B），金佰利净利率更高（16.2% vs 6.6%，领先9.7%），金佰利同比增速更快（2.7% 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 -9.0%）
金佰利是源自美国的跨国消费品及个人护理集团，主打纸质类消费品，同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌，产品销往全球多个国家和地区。
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。
KMB vs SFD — 直观对比
营收规模更大
KMB
是对方的1.1倍
$3.8B
营收增速更快
KMB
高出1.9%
0.8%
净利率更高
KMB
高出9.7%
6.6%
两年增速更快
SFD
近两年复合增速
-9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.2B | $3.8B |
| 净利润 | $675.0M | $249.0M |
| 毛利率 | 36.8% | 13.4% |
| 营业利润率 | 18.1% | 8.8% |
| 净利率 | 16.2% | 6.6% |
| 营收同比 | 2.7% | 0.8% |
| 净利润同比 | 17.8% | 9.7% |
| 每股收益（稀释后） | $2.00 | — |
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KMBSFD
| Q1 26 | $4.2B | $3.8B | ||
| Q4 25 | $3.3B | $4.2B | ||
| Q3 25 | $4.2B | $3.7B | ||
| Q2 25 | $4.2B | $3.8B | ||
| Q1 25 | $4.8B | $3.8B | ||
| Q4 24 | $4.9B | $4.0B | ||
| Q3 24 | $5.0B | $3.3B | ||
| Q2 24 | $5.0B | $3.4B |
净利润KMBSFD
| Q1 26 | $675.0M | $249.0M | ||
| Q4 25 | $499.0M | $327.0M | ||
| Q3 25 | $446.0M | $248.0M | ||
| Q2 25 | $509.0M | $188.0M | ||
| Q1 25 | $567.0M | $224.0M | ||
| Q4 24 | $447.0M | $205.0M | ||
| Q3 24 | $907.0M | $291.0M | ||
| Q2 24 | $544.0M | $301.0M |
毛利率KMBSFD
| Q1 26 | 36.8% | 13.4% | ||
| Q4 25 | 37.7% | 14.2% | ||
| Q3 25 | 36.0% | 12.8% | ||
| Q2 25 | 35.0% | 13.2% | ||
| Q1 25 | 35.8% | 13.5% | ||
| Q4 24 | 34.0% | 13.5% | ||
| Q3 24 | 36.0% | 14.3% | ||
| Q2 24 | 36.0% | 15.4% |
营业利润率KMBSFD
| Q1 26 | 18.1% | 8.8% | ||
| Q4 25 | 11.2% | 9.5% | ||
| Q3 25 | 15.0% | 8.3% | ||
| Q2 25 | 14.2% | 6.9% | ||
| Q1 25 | 15.9% | 8.5% | ||
| Q4 24 | 11.1% | 8.5% | ||
| Q3 24 | 23.3% | 8.5% | ||
| Q2 24 | 13.0% | 9.8% |
净利率KMBSFD
| Q1 26 | 16.2% | 6.6% | ||
| Q4 25 | 15.1% | 7.7% | ||
| Q3 25 | 10.7% | 6.6% | ||
| Q2 25 | 12.2% | 5.0% | ||
| Q1 25 | 11.7% | 5.9% | ||
| Q4 24 | 9.1% | 5.2% | ||
| Q3 24 | 18.3% | 8.7% | ||
| Q2 24 | 10.8% | 8.8% |
每股收益（稀释后）KMBSFD
| Q1 26 | $2.00 | — | ||
| Q4 25 | $1.50 | $0.83 | ||
| Q3 25 | $1.34 | $0.63 | ||
| Q2 25 | $1.53 | $0.48 | ||
| Q1 25 | $1.70 | $0.57 | ||
| Q4 24 | $1.34 | $0.54 | ||
| Q3 24 | $2.69 | $0.77 | ||
| Q2 24 | $1.61 | $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 | $542.0K | $1.4B |
| 总债务越低越好 | $6.5M | — |
| 股东权益账面价值 | $1.9M | $6.9B |
| 总资产 | $17.2M | $12.0B |
| 负债/权益比越低杠杆越低 | 3.38× | — |
8季度趋势，按日历期对齐
现金及短期投资KMBSFD
| Q1 26 | $542.0K | $1.4B | ||
| Q4 25 | $688.0M | — | ||
| Q3 25 | $617.0M | — | ||
| Q2 25 | $634.0M | — | ||
| Q1 25 | $563.0M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — |
总债务KMBSFD
| Q1 26 | $6.5M | — | ||
| Q4 25 | $6.5B | $2.0B | ||
| Q3 25 | $6.5B | $2.0B | ||
| Q2 25 | $6.5B | $2.0B | ||
| Q1 25 | $6.5B | $2.0B | ||
| Q4 24 | $6.9B | $2.0B | ||
| Q3 24 | $6.9B | — | ||
| Q2 24 | $7.2B | — |
股东权益KMBSFD
| Q1 26 | $1.9M | $6.9B | ||
| Q4 25 | $1.5B | $6.8B | ||
| Q3 25 | $1.3B | $6.5B | ||
| Q2 25 | $1.3B | $6.3B | ||
| Q1 25 | $1.1B | $6.2B | ||
| Q4 24 | $840.0M | $5.8B | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.1B | — |
总资产KMBSFD
| Q1 26 | $17.2M | $12.0B | ||
| Q4 25 | $17.1B | $12.2B | ||
| Q3 25 | $16.9B | $11.5B | ||
| Q2 25 | $16.8B | $11.2B | ||
| Q1 25 | $16.3B | $11.1B | ||
| Q4 24 | $16.5B | $11.1B | ||
| Q3 24 | $17.2B | — | ||
| Q2 24 | $17.3B | — |
负债/权益比KMBSFD
| Q1 26 | 3.38× | — | ||
| Q4 25 | 4.31× | 0.29× | ||
| Q3 25 | 4.86× | 0.31× | ||
| Q2 25 | 5.09× | 0.32× | ||
| Q1 25 | 5.89× | 0.32× | ||
| Q4 24 | 8.18× | 0.34× | ||
| Q3 24 | 5.36× | — | ||
| Q2 24 | 6.30× | — |
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
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
SFD
暂无分部数据
