vs
Leidos（LDOS）与J.M. Smucker Company (The)（SJM）财务数据对比。点击上方公司名可切换其他公司
Leidos的季度营收约是J.M. Smucker Company (The)的1.9倍（$4.4B vs $2.3B），Leidos净利率更高（7.6% vs -31.0%，领先38.6%），J.M. Smucker Company (The)同比增速更快（7.0% vs 3.7%），过去两年Leidos的营收复合增速更高（3.5% vs 3.0%）
Leidos Holdings, Inc.是总部位于美国弗吉尼亚州雷斯顿的企业，业务覆盖国防、航空、信息技术、生物医学研究领域，提供科研、工程、系统集成及技术服务。其前身为科学应用国际公司（SAIC），2016年8月与洛克希德·马丁旗下IT业务板块合并，成为国防行业规模最大的IT服务提供商。
J.M.斯马克公司是美国食品饮料生产企业，总部位于俄亥俄州奥维尔，1897年成立之初主营苹果酱生产，目前旗下设消费食品、宠物食品、咖啡三大业务板块，核心品牌Smucker's主打果酱、花生酱、糖浆、无皮冷冻三明治、冰淇淋顶料等产品。
LDOS vs SJM — 直观对比
营收规模更大
LDOS
是对方的1.9倍
$2.3B
营收增速更快
SJM
高出3.4%
3.7%
净利率更高
LDOS
高出38.6%
-31.0%
两年增速更快
LDOS
近两年复合增速
3.0%
损益表 — Q1 FY2027 vs Q3 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $4.4B | $2.3B |
| 净利润 | $335.0M | $-724.2M |
| 毛利率 | 17.3% | 35.4% |
| 营业利润率 | 11.5% | — |
| 净利率 | 7.6% | -31.0% |
| 营收同比 | 3.7% | 7.0% |
| 净利润同比 | -8.2% | -44.3% |
| 每股收益（稀释后） | $2.56 | — |
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LDOSSJM
| Q4 26 | — | $2.3B | ||
| Q1 26 | $4.2B | — | ||
| Q4 25 | $4.4B | $2.3B | ||
| Q3 25 | $4.2B | $2.1B | ||
| Q2 25 | $4.2B | $2.1B | ||
| Q1 25 | $4.3B | $2.2B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $4.2B | $2.1B |
净利润LDOSSJM
| Q4 26 | — | $-724.2M | ||
| Q1 26 | $327.0M | — | ||
| Q4 25 | $367.0M | $241.3M | ||
| Q3 25 | $391.0M | $-43.9M | ||
| Q2 25 | $363.0M | $-729.0M | ||
| Q1 25 | $284.0M | $-662.3M | ||
| Q4 24 | — | $-24.5M | ||
| Q3 24 | $364.0M | $185.0M |
毛利率LDOSSJM
| Q4 26 | — | 35.4% | ||
| Q1 26 | 17.4% | — | ||
| Q4 25 | 18.0% | 37.3% | ||
| Q3 25 | 18.0% | 22.5% | ||
| Q2 25 | 17.5% | 38.4% | ||
| Q1 25 | 15.6% | 40.2% | ||
| Q4 24 | — | 39.0% | ||
| Q3 24 | 17.8% | 37.5% |
营业利润率LDOSSJM
| Q4 26 | — | — | ||
| Q1 26 | 11.3% | — | ||
| Q4 25 | 12.0% | 18.0% | ||
| Q3 25 | 13.5% | 2.2% | ||
| Q2 25 | 12.5% | -27.9% | ||
| Q1 25 | 9.7% | -27.2% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | 12.4% | 16.4% |
净利率LDOSSJM
| Q4 26 | — | -31.0% | ||
| Q1 26 | 7.8% | — | ||
| Q4 25 | 8.2% | 10.4% | ||
| Q3 25 | 9.2% | -2.1% | ||
| Q2 25 | 8.6% | -34.0% | ||
| Q1 25 | 6.5% | -30.3% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | 8.7% | 8.7% |
每股收益（稀释后）LDOSSJM
| Q4 26 | — | — | ||
| Q1 26 | $2.54 | — | ||
| Q4 25 | $2.82 | $2.26 | ||
| Q3 25 | $3.01 | $-0.41 | ||
| Q2 25 | $2.77 | $-6.86 | ||
| Q1 25 | $2.10 | $-6.22 | ||
| Q4 24 | — | $-0.23 | ||
| Q3 24 | $2.68 | $1.74 |
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 | $457.0M | $52.8M |
| 总债务越低越好 | $6.0B | $7.3B |
| 股东权益账面价值 | $5.1B | $5.2B |
| 总资产 | $15.4B | $16.3B |
| 负债/权益比越低杠杆越低 | 1.19× | 1.40× |
8季度趋势，按日历期对齐
现金及短期投资LDOSSJM
| Q4 26 | — | $52.8M | ||
| Q1 26 | $1.1B | — | ||
| Q4 25 | $974.0M | — | ||
| Q3 25 | $930.0M | — | ||
| Q2 25 | $842.0M | — | ||
| Q1 25 | $943.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.2B | — |
总债务LDOSSJM
| Q4 26 | — | $7.3B | ||
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $7.0B | ||
| Q3 25 | $5.0B | $7.0B | ||
| Q2 25 | $5.0B | $7.0B | ||
| Q1 25 | $4.1B | $7.4B | ||
| Q4 24 | — | $7.8B | ||
| Q3 24 | $4.1B | $7.8B |
股东权益LDOSSJM
| Q4 26 | — | $5.2B | ||
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.9B | $6.1B | ||
| Q3 25 | $4.7B | $5.9B | ||
| Q2 25 | $4.3B | $6.1B | ||
| Q1 25 | $4.4B | $6.9B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | $4.6B | $7.8B |
总资产LDOSSJM
| Q4 26 | — | $16.3B | ||
| Q1 26 | $13.5B | — | ||
| Q4 25 | $13.5B | $17.6B | ||
| Q3 25 | $13.5B | $17.7B | ||
| Q2 25 | $13.2B | $17.6B | ||
| Q1 25 | $13.1B | $18.4B | ||
| Q4 24 | — | $20.0B | ||
| Q3 24 | $13.3B | $20.3B |
负债/权益比LDOSSJM
| Q4 26 | — | 1.40× | ||
| Q1 26 | 0.94× | — | ||
| Q4 25 | 0.94× | 1.16× | ||
| Q3 25 | 1.07× | 1.19× | ||
| Q2 25 | 1.18× | 1.16× | ||
| Q1 25 | 0.92× | 1.07× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | 0.88× | 1.00× |
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 | $301.0M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | $975.0M |
| 自由现金流率自由现金流/营收 | — | 41.7% |
| 资本支出强度资本支出/营收 | — | 13.9% |
| 现金转化率经营现金流/净利润 | 0.90× | — |
| 过去12个月自由现金流最近4个季度 | — | $1.5B |
8季度趋势，按日历期对齐
经营现金流LDOSSJM
| Q4 26 | — | $1.3B | ||
| Q1 26 | $495.0M | — | ||
| Q4 25 | — | $346.5M | ||
| Q3 25 | $711.0M | $-10.6M | ||
| Q2 25 | $58.0M | $393.9M | ||
| Q1 25 | $299.0M | $239.4M | ||
| Q4 24 | — | $404.2M | ||
| Q3 24 | $656.0M | $172.9M |
自由现金流LDOSSJM
| Q4 26 | — | $975.0M | ||
| Q1 26 | $452.0M | — | ||
| Q4 25 | — | $280.2M | ||
| Q3 25 | $680.0M | $-94.9M | ||
| Q2 25 | $36.0M | $298.9M | ||
| Q1 25 | $213.0M | $151.3M | ||
| Q4 24 | — | $317.2M | ||
| Q3 24 | $633.0M | $49.2M |
自由现金流率LDOSSJM
| Q4 26 | — | 41.7% | ||
| Q1 26 | 10.8% | — | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | 16.1% | -4.5% | ||
| Q2 25 | 0.9% | 13.9% | ||
| Q1 25 | 4.9% | 6.9% | ||
| Q4 24 | — | 14.0% | ||
| Q3 24 | 15.2% | 2.3% |
资本支出强度LDOSSJM
| Q4 26 | — | 13.9% | ||
| Q1 26 | 1.0% | — | ||
| Q4 25 | — | 2.8% | ||
| Q3 25 | 0.7% | 4.0% | ||
| Q2 25 | 0.5% | 4.4% | ||
| Q1 25 | 2.0% | 4.0% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | 0.6% | 5.8% |
现金转化率LDOSSJM
| Q4 26 | — | — | ||
| Q1 26 | 1.51× | — | ||
| Q4 25 | — | 1.44× | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 0.16× | — | ||
| Q1 25 | 1.05× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.80× | 0.93× |
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
LDOS
暂无分部数据
SJM
| U.S. Retail Coffee | $908.2M | 39% |
| U.S. Retail Frozen Handheld and Spreads | $454.0M | 19% |
| U.S. Retail Pet Foods | $417.1M | 18% |
| International and Away From Home | $335.3M | 14% |
| Sweet Baked Snacks | $224.8M | 10% |
