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林德(LIN)与泰森食品(TSN)财务数据对比。点击上方公司名可切换其他公司
泰森食品的季度营收约是林德的1.6倍($13.7B vs $8.8B),林德同比增速更快(8.2% vs 4.4%),泰森食品自由现金流更多($432.0M vs $898.0K),过去两年林德的营收复合增速更高(3.1% vs 0.3%)
林德是全球知名跨国化工企业,按市场份额及营收计为全球最大工业气体供应商。公司1879年由德国科学家、工程师卡尔·冯·林德在德国威斯巴登创立,现总部位于英国沃金,在爱尔兰注册,2018年由原林德股份公司与1907年在美国成立的普莱克斯合并组建。
泰森食品是总部位于美国阿肯色州斯普林代尔的跨国食品企业,是仅次于JBS的全球第二大鸡肉、牛肉、猪肉加工销售商,同时是美国规模最大的肉类企业,常年位居美国牛肉出口占比首位,旗下运营泰森、Jimmy Dean、Hillshire Farm等多个知名食品品牌。
LIN vs TSN — 直观对比
营收规模更大
TSN
是对方的1.6倍
$8.8B
营收增速更快
LIN
高出3.8%
4.4%
自由现金流更多
TSN
多$431.1M
$898.0K
两年增速更快
LIN
近两年复合增速
0.3%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $8.8B | $13.7B |
| 净利润 | — | $264.0M |
| 毛利率 | 48.5% | 7.0% |
| 营业利润率 | 27.8% | 3.2% |
| 净利率 | — | 1.9% |
| 营收同比 | 8.2% | 4.4% |
| 净利润同比 | — | -29.0% |
| 每股收益(稀释后) | $3.98 | $0.73 |
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
LIN
TSN
| Q2 26 | — | $13.7B | ||
| Q1 26 | $8.8B | $14.3B | ||
| Q4 25 | $8.8B | $14.3B | ||
| Q3 25 | $8.6B | $13.9B | ||
| Q2 25 | $8.5B | $13.9B | ||
| Q1 25 | $8.1B | $13.1B | ||
| Q4 24 | $8.3B | $13.6B | ||
| Q3 24 | $8.4B | $13.6B |
净利润
LIN
TSN
| Q2 26 | — | $264.0M | ||
| Q1 26 | — | $90.0M | ||
| Q4 25 | $1.5B | $85.0M | ||
| Q3 25 | $1.9B | $47.0M | ||
| Q2 25 | $1.8B | $61.0M | ||
| Q1 25 | $1.7B | $7.0M | ||
| Q4 24 | $1.7B | $359.0M | ||
| Q3 24 | $1.6B | $357.0M |
毛利率
LIN
TSN
| Q2 26 | — | 7.0% | ||
| Q1 26 | 48.5% | 5.6% | ||
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 5.2% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 7.8% |
营业利润率
LIN
TSN
| Q2 26 | — | 3.2% | ||
| Q1 26 | 27.8% | 2.1% | ||
| Q4 25 | 23.0% | 2.1% | ||
| Q3 25 | 27.5% | 1.1% | ||
| Q2 25 | 27.7% | 1.9% | ||
| Q1 25 | 26.9% | 0.8% | ||
| Q4 24 | 27.4% | 4.3% | ||
| Q3 24 | 25.0% | 3.9% |
净利率
LIN
TSN
| Q2 26 | — | 1.9% | ||
| Q1 26 | — | 0.6% | ||
| Q4 25 | 17.5% | 0.6% | ||
| Q3 25 | 22.4% | 0.3% | ||
| Q2 25 | 20.8% | 0.4% | ||
| Q1 25 | 20.6% | 0.1% | ||
| Q4 24 | 20.8% | 2.6% | ||
| Q3 24 | 18.5% | 2.6% |
每股收益(稀释后)
LIN
TSN
| Q2 26 | — | $0.73 | ||
| Q1 26 | $3.98 | $0.24 | ||
| Q4 25 | $3.28 | $0.24 | ||
| Q3 25 | $4.09 | $0.13 | ||
| Q2 25 | $3.73 | $0.17 | ||
| Q1 25 | $3.51 | $0.02 | ||
| Q4 24 | $3.61 | $1.01 | ||
| Q3 24 | $3.22 | $1.00 |
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 | $4.0B | $500.0M |
| 总债务越低越好 | $24.7B | $7.9B |
| 股东权益账面价值 | $40.1B | $18.2B |
| 总资产 | $86.3B | $35.2B |
| 负债/权益比越低杠杆越低 | 0.62× | 0.44× |
8季度趋势,按日历期对齐
现金及短期投资
LIN
TSN
| Q2 26 | — | $500.0M | ||
| Q1 26 | $4.0B | $1.3B | ||
| Q4 25 | $5.1B | $1.3B | ||
| Q3 25 | $4.5B | $1.2B | ||
| Q2 25 | $4.8B | $1.5B | ||
| Q1 25 | $5.3B | $992.0M | ||
| Q4 24 | $4.8B | $2.3B | ||
| Q3 24 | $5.2B | $1.7B |
总债务
LIN
TSN
| Q2 26 | — | $7.9B | ||
| Q1 26 | $24.7B | $7.5B | ||
| Q4 25 | $20.7B | $7.5B | ||
| Q3 25 | $18.6B | $7.9B | ||
| Q2 25 | $19.7B | $8.2B | ||
| Q1 25 | $17.6B | $8.2B | ||
| Q4 24 | $15.3B | $9.7B | ||
| Q3 24 | $17.5B | $9.7B |
股东权益
LIN
TSN
| Q2 26 | — | $18.2B | ||
| Q1 26 | $40.1B | $18.2B | ||
| Q4 25 | $38.2B | $18.0B | ||
| Q3 25 | $38.6B | $18.1B | ||
| Q2 25 | $38.5B | $18.3B | ||
| Q1 25 | $38.0B | $18.4B | ||
| Q4 24 | $38.1B | $18.5B | ||
| Q3 24 | $39.2B | $18.4B |
总资产
LIN
TSN
| Q2 26 | — | $35.2B | ||
| Q1 26 | $86.3B | $36.0B | ||
| Q4 25 | $86.8B | $36.0B | ||
| Q3 25 | $86.0B | $36.7B | ||
| Q2 25 | $86.1B | $36.5B | ||
| Q1 25 | $82.7B | $36.3B | ||
| Q4 24 | $80.1B | $37.3B | ||
| Q3 24 | $82.5B | $37.1B |
负债/权益比
LIN
TSN
| Q2 26 | — | 0.44× | ||
| Q1 26 | 0.62× | 0.41× | ||
| Q4 25 | 0.54× | 0.41× | ||
| Q3 25 | 0.48× | 0.44× | ||
| Q2 25 | 0.51× | 0.45× | ||
| Q1 25 | 0.46× | 0.44× | ||
| Q4 24 | 0.40× | 0.52× | ||
| Q3 24 | 0.45× | 0.53× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $898.0K | $432.0M |
| 自由现金流率自由现金流/营收 | 0.0% | 3.2% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $4.2B | $2.1B |
8季度趋势,按日历期对齐
经营现金流
LIN
TSN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $942.0M | ||
| Q3 25 | $2.9B | $535.0M | ||
| Q2 25 | $2.2B | $774.0M | ||
| Q1 25 | $2.2B | $-185.0M | ||
| Q4 24 | $2.8B | $1.0B | ||
| Q3 24 | $2.7B | $617.0M |
自由现金流
LIN
TSN
| Q2 26 | — | $432.0M | ||
| Q1 26 | $898.0K | $690.0M | ||
| Q4 25 | $1.6B | $690.0M | ||
| Q3 25 | $1.7B | $248.0M | ||
| Q2 25 | $954.0M | $547.0M | ||
| Q1 25 | $891.0M | $-378.0M | ||
| Q4 24 | $1.6B | $760.0M | ||
| Q3 24 | $1.7B | $369.0M |
自由现金流率
LIN
TSN
| Q2 26 | — | 3.2% | ||
| Q1 26 | 0.0% | 4.8% | ||
| Q4 25 | 17.9% | 4.8% | ||
| Q3 25 | 19.4% | 1.8% | ||
| Q2 25 | 11.2% | 3.9% | ||
| Q1 25 | 11.0% | -2.9% | ||
| Q4 24 | 18.8% | 5.6% | ||
| Q3 24 | 19.9% | 2.7% |
资本支出强度
LIN
TSN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 16.6% | 1.8% | ||
| Q3 25 | 14.8% | 2.1% | ||
| Q2 25 | 14.8% | 1.6% | ||
| Q1 25 | 15.7% | 1.5% | ||
| Q4 24 | 15.1% | 2.0% | ||
| Q3 24 | 12.8% | 1.8% |
现金转化率
LIN
TSN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 11.08× | ||
| Q3 25 | 1.53× | 11.38× | ||
| Q2 25 | 1.25× | 12.69× | ||
| Q1 25 | 1.29× | -26.43× | ||
| Q4 24 | 1.63× | 2.87× | ||
| Q3 24 | 1.76× | 1.73× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图