vs
Masco（MAS）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Masco的2.0倍（$3.8B vs $1.9B），Masco净利率更高（11.9% vs 6.6%，领先5.3%），Masco同比增速更快（6.5% 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 -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
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。
MAS vs SFD — 直观对比
营收规模更大
SFD
是对方的2.0倍
$1.9B
营收增速更快
MAS
高出5.7%
0.8%
净利率更高
MAS
高出5.3%
6.6%
两年增速更快
SFD
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.8B |
| 净利润 | $228.0M | $249.0M |
| 毛利率 | 35.8% | 13.4% |
| 营业利润率 | 16.5% | 8.8% |
| 净利率 | 11.9% | 6.6% |
| 营收同比 | 6.5% | 0.8% |
| 净利润同比 | 14.5% | 9.7% |
| 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MASSFD
| Q1 26 | $1.9B | $3.8B | ||
| Q4 25 | $1.8B | $4.2B | ||
| Q3 25 | $1.9B | $3.7B | ||
| Q2 25 | $2.1B | $3.8B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $2.0B | $3.3B | ||
| Q2 24 | $2.1B | $3.4B |
净利润MASSFD
| Q1 26 | $228.0M | $249.0M | ||
| Q4 25 | $165.0M | $327.0M | ||
| Q3 25 | $189.0M | $248.0M | ||
| Q2 25 | $270.0M | $188.0M | ||
| Q1 25 | $186.0M | $224.0M | ||
| Q4 24 | $182.0M | $205.0M | ||
| Q3 24 | $167.0M | $291.0M | ||
| Q2 24 | $258.0M | $301.0M |
毛利率MASSFD
| Q1 26 | 35.8% | 13.4% | ||
| Q4 25 | 33.9% | 14.2% | ||
| Q3 25 | 34.2% | 12.8% | ||
| Q2 25 | 37.6% | 13.2% | ||
| Q1 25 | 35.8% | 13.5% | ||
| Q4 24 | 34.8% | 13.5% | ||
| Q3 24 | 36.6% | 14.3% | ||
| Q2 24 | 37.5% | 15.4% |
营业利润率MASSFD
| Q1 26 | 16.5% | 8.8% | ||
| Q4 25 | 13.8% | 9.5% | ||
| Q3 25 | 15.8% | 8.3% | ||
| Q2 25 | 20.1% | 6.9% | ||
| Q1 25 | 15.9% | 8.5% | ||
| Q4 24 | 15.9% | 8.5% | ||
| Q3 24 | 18.0% | 8.5% | ||
| Q2 24 | 19.0% | 9.8% |
净利率MASSFD
| Q1 26 | 11.9% | 6.6% | ||
| Q4 25 | 9.2% | 7.7% | ||
| Q3 25 | 9.9% | 6.6% | ||
| Q2 25 | 13.2% | 5.0% | ||
| Q1 25 | 10.3% | 5.9% | ||
| Q4 24 | 10.0% | 5.2% | ||
| Q3 24 | 8.4% | 8.7% | ||
| Q2 24 | 12.3% | 8.8% |
每股收益（稀释后）MASSFD
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $0.83 | ||
| Q3 25 | $0.90 | $0.63 | ||
| Q2 25 | $1.28 | $0.48 | ||
| Q1 25 | $0.87 | $0.57 | ||
| Q4 24 | $0.85 | $0.54 | ||
| Q3 24 | $0.77 | $0.77 | ||
| Q2 24 | $1.17 | $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 | — | $1.4B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $6.9B |
| 总资产 | $5.2B | $12.0B |
| 负债/权益比越低杠杆越低 | 109.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MASSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $647.0M | — | ||
| Q3 25 | $559.0M | — | ||
| Q2 25 | $390.0M | — | ||
| Q1 25 | $377.0M | — | ||
| Q4 24 | $634.0M | — | ||
| Q3 24 | $646.0M | — | ||
| Q2 24 | $398.0M | — |
总债务MASSFD
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MASSFD
| Q1 26 | $27.0M | $6.9B | ||
| Q4 25 | $-185.0M | $6.8B | ||
| Q3 25 | $-78.0M | $6.5B | ||
| Q2 25 | $-84.0M | $6.3B | ||
| Q1 25 | $-254.0M | $6.2B | ||
| Q4 24 | $-279.0M | $5.8B | ||
| Q3 24 | $-88.0M | — | ||
| Q2 24 | $-26.0M | — |
总资产MASSFD
| Q1 26 | $5.2B | $12.0B | ||
| Q4 25 | $5.2B | $12.2B | ||
| Q3 25 | $5.3B | $11.5B | ||
| Q2 25 | $5.3B | $11.2B | ||
| Q1 25 | $5.1B | $11.1B | ||
| Q4 24 | $5.0B | $11.1B | ||
| Q3 24 | $5.3B | — | ||
| Q2 24 | $5.4B | — |
负债/权益比MASSFD
| Q1 26 | 109.07× | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
