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Liberty Global Ltd.(LBTYA)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Liberty Global Ltd.的1.6倍($3.8B vs $2.4B),Liberty Global Ltd.净利率更高(15.0% vs 6.6%,领先8.4%),史密斯菲尔德食品同比增速更快(0.8% vs -3.6%),过去两年Liberty Global Ltd.的营收复合增速更高(12.9% vs 6.8%)
自由全球有限公司是一家英荷美合资的跨国电信企业,注册地位于百慕大,在伦敦、阿姆斯特丹和丹佛均设有总部。公司旗下拥有英国自由全球控股有限公司、荷兰自由全球有限公司及美国自由全球公司三大主体,其中英国主体为上市实体。企业由自由媒体国际业务部与UnitedGlobalCom于2005年合并成立,在全球电信服务领域拥有深厚的行业积累。
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。
LBTYA vs SFD — 直观对比
营收规模更大
SFD
是对方的1.6倍
$2.4B
营收增速更快
SFD
高出4.4%
-3.6%
净利率更高
LBTYA
高出8.4%
6.6%
两年增速更快
LBTYA
近两年复合增速
6.8%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $3.8B |
| 净利润 | $358.2M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 1.0% | 8.8% |
| 净利率 | 15.0% | 6.6% |
| 营收同比 | -3.6% | 0.8% |
| 净利润同比 | 127.1% | 9.8% |
| 每股收益(稀释后) | — | — |
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
LBTYA
SFD
| Q1 26 | $2.4B | $3.8B | ||
| Q4 25 | $1.2B | $4.2B | ||
| Q3 25 | $1.2B | $3.7B | ||
| Q2 25 | $1.3B | $3.8B | ||
| Q1 25 | $1.2B | $3.8B | ||
| Q4 24 | $-1.4B | $4.0B | ||
| Q3 24 | $1.9B | $3.3B | ||
| Q2 24 | $1.9B | — |
净利润
LBTYA
SFD
| Q1 26 | $358.2M | $249.0M | ||
| Q4 25 | $-2.9B | $327.0M | ||
| Q3 25 | $-90.7M | $248.0M | ||
| Q2 25 | $-2.8B | $188.0M | ||
| Q1 25 | $-1.3B | $224.0M | ||
| Q4 24 | $2.2B | $205.0M | ||
| Q3 24 | $-1.4B | $291.0M | ||
| Q2 24 | $268.1M | — |
毛利率
LBTYA
SFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 66.8% | 14.2% | ||
| Q3 25 | 67.5% | 12.8% | ||
| Q2 25 | 63.3% | 13.2% | ||
| Q1 25 | 65.6% | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | 69.4% | 14.3% | ||
| Q2 24 | 68.5% | — |
营业利润率
LBTYA
SFD
| Q1 26 | 1.0% | 8.8% | ||
| Q4 25 | -8.6% | 9.5% | ||
| Q3 25 | -0.7% | 8.3% | ||
| Q2 25 | 2.3% | 6.9% | ||
| Q1 25 | 5.2% | 8.5% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | 5.2% | 8.5% | ||
| Q2 24 | 1.0% | — |
净利率
LBTYA
SFD
| Q1 26 | 15.0% | 6.6% | ||
| Q4 25 | -237.0% | 7.7% | ||
| Q3 25 | -7.5% | 6.6% | ||
| Q2 25 | -220.1% | 5.0% | ||
| Q1 25 | -114.2% | 5.9% | ||
| Q4 24 | -158.9% | 5.2% | ||
| Q3 24 | -74.1% | 8.7% | ||
| Q2 24 | 14.3% | — |
每股收益(稀释后)
LBTYA
SFD
| Q1 26 | — | — | ||
| Q4 25 | $-8.66 | $0.83 | ||
| Q3 25 | $-0.27 | $0.63 | ||
| Q2 25 | $-8.09 | $0.48 | ||
| Q1 25 | $-3.84 | $0.57 | ||
| Q4 24 | $6.15 | $0.54 | ||
| Q3 24 | $-3.95 | $0.77 | ||
| Q2 24 | $0.71 | — |
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 | $-387.3M | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $6.9B |
| 总资产 | — | $12.0B |
| 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
LBTYA
SFD
| Q1 26 | $-387.3M | $1.4B | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.2B | — |
总债务
LBTYA
SFD
| Q1 26 | — | — | ||
| Q4 25 | $7.8B | $2.0B | ||
| Q3 25 | $7.8B | $2.0B | ||
| Q2 25 | $7.8B | $2.0B | ||
| Q1 25 | $8.2B | $2.0B | ||
| Q4 24 | $8.2B | $2.0B | ||
| Q3 24 | $14.9B | — | ||
| Q2 24 | $14.7B | — |
股东权益
LBTYA
SFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $9.7B | $6.8B | ||
| Q3 25 | $12.7B | $6.5B | ||
| Q2 25 | $13.0B | $6.3B | ||
| Q1 25 | $12.6B | $6.2B | ||
| Q4 24 | $12.4B | $5.8B | ||
| Q3 24 | $18.7B | — | ||
| Q2 24 | $18.3B | — |
总资产
LBTYA
SFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $22.6B | $12.2B | ||
| Q3 25 | $25.4B | $11.5B | ||
| Q2 25 | $27.2B | $11.2B | ||
| Q1 25 | $26.0B | $11.1B | ||
| Q4 24 | $25.4B | $11.1B | ||
| Q3 24 | $41.8B | — | ||
| Q2 24 | $40.8B | — |
负债/权益比
LBTYA
SFD
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 0.29× | ||
| Q3 25 | 0.61× | 0.31× | ||
| Q2 25 | 0.60× | 0.32× | ||
| Q1 25 | 0.65× | 0.32× | ||
| Q4 24 | 0.66× | 0.34× | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.80× | — |
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 | $107.6M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 1.5% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.30× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
LBTYA
SFD
| Q1 26 | $107.6M | — | ||
| Q4 25 | $630.9M | $938.0M | ||
| Q3 25 | $301.8M | $13.0M | ||
| Q2 25 | $149.2M | $274.0M | ||
| Q1 25 | $129.2M | $-166.0M | ||
| Q4 24 | $791.6M | — | ||
| Q3 24 | $449.5M | — | ||
| Q2 24 | $546.1M | — |
自由现金流
LBTYA
SFD
| Q1 26 | — | — | ||
| Q4 25 | $193.3M | $842.0M | ||
| Q3 25 | $-41.1M | $-75.0M | ||
| Q2 25 | $-170.1M | $196.0M | ||
| Q1 25 | $-114.1M | $-245.0M | ||
| Q4 24 | $712.9M | — | ||
| Q3 24 | $102.4M | — | ||
| Q2 24 | $256.8M | — |
自由现金流率
LBTYA
SFD
| Q1 26 | — | — | ||
| Q4 25 | 15.7% | 19.9% | ||
| Q3 25 | -3.4% | -2.0% | ||
| Q2 25 | -13.4% | 5.2% | ||
| Q1 25 | -9.7% | -6.5% | ||
| Q4 24 | -50.5% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 13.7% | — |
资本支出强度
LBTYA
SFD
| Q1 26 | 1.5% | 2.3% | ||
| Q4 25 | 35.5% | 2.3% | ||
| Q3 25 | 28.4% | 2.3% | ||
| Q2 25 | 25.2% | 2.1% | ||
| Q1 25 | 20.8% | 2.1% | ||
| Q4 24 | -5.6% | 2.1% | ||
| Q3 24 | 17.9% | 2.8% | ||
| Q2 24 | 15.4% | — |
现金转化率
LBTYA
SFD
| Q1 26 | 0.30× | — | ||
| Q4 25 | — | 2.87× | ||
| Q3 25 | — | 0.05× | ||
| Q2 25 | — | 1.46× | ||
| Q1 25 | — | -0.74× | ||
| Q4 24 | 0.35× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.04× | — |
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
LBTYA
| Mobile Service | $775.2M | 32% |
| Fixed Service | $772.0M | 32% |
| Business | $308.7M | 13% |
| Wholesale | $256.9M | 11% |
| Business Service | $233.2M | 10% |
SFD
| Packaged Meats | $2.1B | 57% |
| Other | $863.0M | 23% |
| Hog Production | $769.0M | 20% |
| inter-segment sales eliminations | $19.0M | 1% |