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雷诺士国际（LII）与Sprouts Farmers Market, Inc.（SFM）财务数据对比。点击上方公司名可切换其他公司
Sprouts Farmers Market, Inc.的季度营收约是雷诺士国际的1.9倍（$2.3B vs $1.2B），雷诺士国际净利率更高（13.6% vs 7.0%，领先6.5%），Sprouts Farmers Market, Inc.同比增速更快（4.1% vs -11.2%），过去两年Sprouts Farmers Market, Inc.的营收复合增速更高（10.9% vs 6.8%）
雷诺士国际是美国知名的暖通空调（HVAC）及制冷领域气候控制产品供应商，总部位于得克萨斯州理查森。公司在墨西哥萨尔蒂约、美国爱荷华州马歇尔敦、南卡罗来纳州奥兰治堡设有核心生产基地，1904年收购公司的诺里斯家族后裔约翰·W·诺里斯三世持有其9.8%的股份。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
LII vs SFM — 直观对比
营收规模更大
SFM
是对方的1.9倍
$1.2B
营收增速更快
SFM
高出15.3%
-11.2%
净利率更高
LII
高出6.5%
7.0%
两年增速更快
SFM
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.3B |
| 净利润 | $162.1M | $163.7M |
| 毛利率 | 34.7% | 39.4% |
| 营业利润率 | 18.6% | 9.2% |
| 净利率 | 13.6% | 7.0% |
| 营收同比 | -11.2% | 4.1% |
| 净利润同比 | -18.0% | -9.1% |
| 每股收益（稀释后） | $4.62 | $1.71 |
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LIISFM
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.1B | $2.2B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.5B | $1.9B |
净利润LIISFM
| Q1 26 | — | $163.7M | ||
| Q4 25 | $162.1M | $89.8M | ||
| Q3 25 | $245.8M | $120.1M | ||
| Q2 25 | $277.6M | $133.7M | ||
| Q1 25 | $120.3M | $180.0M | ||
| Q4 24 | $197.7M | $79.6M | ||
| Q3 24 | $239.0M | $91.6M | ||
| Q2 24 | $245.9M | $95.3M |
毛利率LIISFM
| Q1 26 | — | 39.4% | ||
| Q4 25 | 34.7% | 38.0% | ||
| Q3 25 | 32.8% | 38.7% | ||
| Q2 25 | 34.8% | 38.8% | ||
| Q1 25 | 30.6% | 39.6% | ||
| Q4 24 | 33.9% | 38.1% | ||
| Q3 24 | 32.6% | 38.1% | ||
| Q2 24 | 33.6% | 37.9% |
营业利润率LIISFM
| Q1 26 | — | 9.2% | ||
| Q4 25 | 18.6% | 5.7% | ||
| Q3 25 | 21.7% | 7.2% | ||
| Q2 25 | 23.6% | 8.1% | ||
| Q1 25 | 14.5% | 10.1% | ||
| Q4 24 | 18.2% | 5.3% | ||
| Q3 24 | 20.2% | 6.3% | ||
| Q2 24 | 22.1% | 6.7% |
净利率LIISFM
| Q1 26 | — | 7.0% | ||
| Q4 25 | 13.6% | 4.2% | ||
| Q3 25 | 17.2% | 5.5% | ||
| Q2 25 | 18.5% | 6.0% | ||
| Q1 25 | 11.2% | 8.0% | ||
| Q4 24 | 14.7% | 4.0% | ||
| Q3 24 | 16.0% | 4.7% | ||
| Q2 24 | 16.9% | 5.0% |
每股收益（稀释后）LIISFM
| Q1 26 | — | $1.71 | ||
| Q4 25 | $4.62 | $0.93 | ||
| Q3 25 | $6.98 | $1.22 | ||
| Q2 25 | $7.82 | $1.35 | ||
| Q1 25 | $3.37 | $1.81 | ||
| Q4 24 | $5.52 | $0.78 | ||
| Q3 24 | $6.68 | $0.91 | ||
| Q2 24 | $6.87 | $0.94 |
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 | $34.7M | $252.2M |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $1.2B | $1.4B |
| 总资产 | $4.1B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.98× | — |
8季度趋势，按日历期对齐
现金及短期投资LIISFM
| Q1 26 | — | $252.2M | ||
| Q4 25 | $34.7M | $257.3M | ||
| Q3 25 | $59.2M | $322.4M | ||
| Q2 25 | $55.1M | $261.4M | ||
| Q1 25 | $222.9M | $285.7M | ||
| Q4 24 | $422.3M | $265.2M | ||
| Q3 24 | $255.7M | $309.7M | ||
| Q2 24 | $57.8M | $177.3M |
总债务LIISFM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $838.2M | — | ||
| Q2 25 | $835.7M | — | ||
| Q1 25 | $834.2M | — | ||
| Q4 24 | $833.1M | — | ||
| Q3 24 | $827.6M | — | ||
| Q2 24 | $1.1B | — |
股东权益LIISFM
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $900.5M | $1.4B | ||
| Q1 25 | $852.5M | $1.3B | ||
| Q4 24 | $850.2M | $1.3B | ||
| Q3 24 | $754.0M | $1.3B | ||
| Q2 24 | $577.4M | $1.3B |
总资产LIISFM
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.1B | $4.2B | ||
| Q3 25 | $3.5B | $4.0B | ||
| Q2 25 | $3.7B | $3.8B | ||
| Q1 25 | $3.5B | $3.7B | ||
| Q4 24 | $3.5B | $3.6B | ||
| Q3 24 | $3.3B | $3.6B | ||
| Q2 24 | $3.2B | $3.4B |
负债/权益比LIISFM
| Q1 26 | — | — | ||
| Q4 25 | 0.98× | — | ||
| Q3 25 | 0.78× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 0.98× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 1.10× | — | ||
| Q2 24 | 1.95× | — |
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 | $405.9M | — |
| 自由现金流经营现金流 - 资本支出 | $376.7M | — |
| 自由现金流率自由现金流/营收 | 31.5% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 现金转化率经营现金流/净利润 | 2.50× | — |
| 过去12个月自由现金流最近4个季度 | $638.8M | — |
8季度趋势，按日历期对齐
经营现金流LIISFM
| Q1 26 | — | — | ||
| Q4 25 | $405.9M | $138.5M | ||
| Q3 25 | $300.7M | $167.1M | ||
| Q2 25 | $86.8M | $111.2M | ||
| Q1 25 | $-35.8M | $299.1M | ||
| Q4 24 | $332.4M | $124.9M | ||
| Q3 24 | $452.1M | $209.1M | ||
| Q2 24 | $184.0M | $91.6M |
自由现金流LIISFM
| Q1 26 | — | — | ||
| Q4 25 | $376.7M | $66.3M | ||
| Q3 25 | $265.1M | $111.4M | ||
| Q2 25 | $58.3M | $50.4M | ||
| Q1 25 | $-61.3M | $239.6M | ||
| Q4 24 | $272.2M | $56.2M | ||
| Q3 24 | $410.9M | $156.3M | ||
| Q2 24 | $151.3M | $33.9M |
自由现金流率LIISFM
| Q1 26 | — | — | ||
| Q4 25 | 31.5% | 3.1% | ||
| Q3 25 | 18.6% | 5.1% | ||
| Q2 25 | 3.9% | 2.3% | ||
| Q1 25 | -5.7% | 10.7% | ||
| Q4 24 | 20.2% | 2.8% | ||
| Q3 24 | 27.4% | 8.0% | ||
| Q2 24 | 10.4% | 1.8% |
资本支出强度LIISFM
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 3.4% | ||
| Q3 25 | 2.5% | 2.5% | ||
| Q2 25 | 1.9% | 2.7% | ||
| Q1 25 | 2.4% | 2.7% | ||
| Q4 24 | 4.5% | 3.4% | ||
| Q3 24 | 2.8% | 2.7% | ||
| Q2 24 | 2.3% | 3.0% |
现金转化率LIISFM
| Q1 26 | — | — | ||
| Q4 25 | 2.50× | 1.54× | ||
| Q3 25 | 1.22× | 1.39× | ||
| Q2 25 | 0.31× | 0.83× | ||
| Q1 25 | -0.30× | 1.66× | ||
| Q4 24 | 1.68× | 1.57× | ||
| Q3 24 | 1.89× | 2.28× | ||
| Q2 24 | 0.75× | 0.96× |
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
LII
| Residential Heating And Cooling | $699.8M | 59% |
| Commercial Heating And Cooling | $495.2M | 41% |
SFM
暂无分部数据
