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奥驰亚（MO）与Seneca Foods Corp（SENEB）财务数据对比。点击上方公司名可切换其他公司
奥驰亚的季度营收约是Seneca Foods Corp的11.5倍（$5.8B vs $508.3M）。奥驰亚净利率更高（19.1% vs 8.8%，领先10.3%）。Seneca Foods Corp同比增速更快（1.1% vs -2.1%）。奥驰亚自由现金流更多（$3.2B vs $22.9M）。过去两年Seneca Foods Corp的营收复合增速更高（77.1% vs 2.4%）
奥驰亚集团是美国头部烟草企业，通过旗下子公司生产销售可燃烟草与口服类烟草相关产品，核心品牌包括万宝路香烟、Black & Mild雪茄及烟斗烟、哥本哈根、斯库尔等湿无烟烟草，以及on!口服尼古丁袋，产品主要供应批发商、分销商及大型零售客户。
塞内卡食品公司是总部设在美国纽约费尔波特的食品加工与经销企业，业务几乎全部围绕食品包装加工开展。2017财年，食品包装业务贡献了公司约98%的净销售额，其中罐装蔬菜占食品包装净销售额的65%，水果产品占23%，冷冻果蔬占11%，水果脆片产品占1%。
MO vs SENEB — 直观对比
营收规模更大
MO
是对方的11.5倍
$508.3M
营收增速更快
SENEB
高出3.2%
-2.1%
净利率更高
MO
高出10.3%
8.8%
自由现金流更多
MO
多$3.2B
$22.9M
两年增速更快
SENEB
近两年复合增速
2.4%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.8B | $508.3M |
| 净利润 | $1.1B | $44.8M |
| 毛利率 | 62.1% | 16.4% |
| 营业利润率 | 28.2% | 11.8% |
| 净利率 | 19.1% | 8.8% |
| 营收同比 | -2.1% | 1.1% |
| 净利润同比 | -63.2% | 205.4% |
| 每股收益（稀释后） | $0.67 | $6.48 |
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MOSENEB
| Q4 25 | $5.8B | $508.3M | ||
| Q3 25 | $6.1B | $460.0M | ||
| Q2 25 | $6.1B | $297.5M | ||
| Q1 25 | $5.3B | $345.8M | ||
| Q4 24 | $6.0B | $502.9M | ||
| Q3 24 | $6.3B | $425.5M | ||
| Q2 24 | $6.2B | $304.7M | ||
| Q1 24 | $5.6B | $162.2M |
净利润MOSENEB
| Q4 25 | $1.1B | $44.8M | ||
| Q3 25 | $2.4B | $29.7M | ||
| Q2 25 | $2.4B | $14.9M | ||
| Q1 25 | $1.1B | $601.0K | ||
| Q4 24 | $3.0B | $14.7M | ||
| Q3 24 | $2.3B | $13.3M | ||
| Q2 24 | $3.8B | $12.7M | ||
| Q1 24 | $2.1B | — |
毛利率MOSENEB
| Q4 25 | 62.1% | 16.4% | ||
| Q3 25 | 62.8% | 13.4% | ||
| Q2 25 | 63.1% | 14.1% | ||
| Q1 25 | 61.8% | 4.5% | ||
| Q4 24 | 60.3% | 9.8% | ||
| Q3 24 | 60.8% | 10.1% | ||
| Q2 24 | 59.2% | 14.0% | ||
| Q1 24 | 58.8% | — |
营业利润率MOSENEB
| Q4 25 | 28.2% | 11.8% | ||
| Q3 25 | 53.2% | 9.0% | ||
| Q2 25 | 52.9% | 7.8% | ||
| Q1 25 | 34.0% | 0.6% | ||
| Q4 24 | 48.2% | 5.1% | ||
| Q3 24 | 50.4% | 5.8% | ||
| Q2 24 | 40.8% | 8.3% | ||
| Q1 24 | 48.0% | 2.5% |
净利率MOSENEB
| Q4 25 | 19.1% | 8.8% | ||
| Q3 25 | 39.1% | 6.5% | ||
| Q2 25 | 39.0% | 5.0% | ||
| Q1 25 | 20.5% | 0.2% | ||
| Q4 24 | 50.9% | 2.9% | ||
| Q3 24 | 36.6% | 3.1% | ||
| Q2 24 | 61.2% | 4.2% | ||
| Q1 24 | 38.2% | — |
每股收益（稀释后）MOSENEB
| Q4 25 | $0.67 | $6.48 | ||
| Q3 25 | $1.41 | $4.29 | ||
| Q2 25 | $1.41 | $2.14 | ||
| Q1 25 | $0.63 | $0.10 | ||
| Q4 24 | $1.78 | $2.10 | ||
| Q3 24 | $1.34 | $1.90 | ||
| Q2 24 | $2.21 | $1.80 | ||
| Q1 24 | $1.21 | — |
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 | $4.5B | $33.3M |
| 总债务越低越好 | $25.7B | $275.8M |
| 股东权益账面价值 | $-3.5B | $713.9M |
| 总资产 | $35.0B | $1.2B |
| 负债/权益比越低杠杆越低 | — | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资MOSENEB
| Q4 25 | $4.5B | $33.3M | ||
| Q3 25 | $3.5B | $18.1M | ||
| Q2 25 | $1.3B | $12.1M | ||
| Q1 25 | $4.7B | $42.7M | ||
| Q4 24 | $3.1B | $5.3M | ||
| Q3 24 | $1.9B | $9.5M | ||
| Q2 24 | $1.8B | $5.5M | ||
| Q1 24 | $3.6B | $4.5M |
总债务MOSENEB
| Q4 25 | $25.7B | $275.8M | ||
| Q3 25 | $25.7B | $280.2M | ||
| Q2 25 | $24.7B | $293.9M | ||
| Q1 25 | $26.1B | $369.9M | ||
| Q4 24 | $24.9B | $416.2M | ||
| Q3 24 | $25.2B | $504.6M | ||
| Q2 24 | $25.0B | $572.1M | ||
| Q1 24 | $25.0B | $604.8M |
股东权益MOSENEB
| Q4 25 | $-3.5B | $713.9M | ||
| Q3 25 | $-2.6B | $672.9M | ||
| Q2 25 | $-3.3B | $644.2M | ||
| Q1 25 | $-3.5B | $633.0M | ||
| Q4 24 | $-2.2B | $612.8M | ||
| Q3 24 | $-3.5B | $598.9M | ||
| Q2 24 | $-3.0B | $588.9M | ||
| Q1 24 | $-5.1B | $582.9M |
总资产MOSENEB
| Q4 25 | $35.0B | $1.2B | ||
| Q3 25 | $35.0B | $1.4B | ||
| Q2 25 | $32.3B | $1.2B | ||
| Q1 25 | $35.8B | $1.2B | ||
| Q4 24 | $35.2B | $1.2B | ||
| Q3 24 | $34.2B | $1.5B | ||
| Q2 24 | $34.4B | $1.4B | ||
| Q1 24 | $36.5B | $1.4B |
负债/权益比MOSENEB
| Q4 25 | — | 0.39× | ||
| Q3 25 | — | 0.42× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.68× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | — | 1.04× |
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 | $3.3B | $31.1M |
| 自由现金流经营现金流 - 资本支出 | $3.2B | $22.9M |
| 自由现金流率自由现金流/营收 | 54.4% | 4.5% |
| 资本支出强度资本支出/营收 | 1.6% | 1.6% |
| 现金转化率经营现金流/净利润 | 2.93× | 0.70× |
| 过去12个月自由现金流最近4个季度 | $9.1B | $168.5M |
8季度趋势，按日历期对齐
经营现金流MOSENEB
| Q4 25 | $3.3B | $31.1M | ||
| Q3 25 | $3.1B | $29.3M | ||
| Q2 25 | $205.0M | $53.7M | ||
| Q1 25 | $2.7B | $91.9M | ||
| Q4 24 | $3.3B | $117.7M | ||
| Q3 24 | $2.6B | $75.5M | ||
| Q2 24 | $-75.0M | $50.3M | ||
| Q1 24 | $2.9B | — |
自由现金流MOSENEB
| Q4 25 | $3.2B | $22.9M | ||
| Q3 25 | $3.0B | $21.8M | ||
| Q2 25 | $173.0M | $42.4M | ||
| Q1 25 | $2.7B | $81.4M | ||
| Q4 24 | $3.3B | $108.7M | ||
| Q3 24 | $2.6B | $70.0M | ||
| Q2 24 | $-104.0M | $38.3M | ||
| Q1 24 | $2.8B | — |
自由现金流率MOSENEB
| Q4 25 | 54.4% | 4.5% | ||
| Q3 25 | 50.1% | 4.7% | ||
| Q2 25 | 2.8% | 14.3% | ||
| Q1 25 | 51.0% | 23.5% | ||
| Q4 24 | 55.1% | 21.6% | ||
| Q3 24 | 41.2% | 16.4% | ||
| Q2 24 | -1.7% | 12.6% | ||
| Q1 24 | 51.0% | — |
资本支出强度MOSENEB
| Q4 25 | 1.6% | 1.6% | ||
| Q3 25 | 0.9% | 1.6% | ||
| Q2 25 | 0.5% | 3.8% | ||
| Q1 25 | 0.7% | 3.0% | ||
| Q4 24 | 0.8% | 1.8% | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.5% | 4.0% | ||
| Q1 24 | 0.6% | — |
现金转化率MOSENEB
| Q4 25 | 2.93× | 0.70× | ||
| Q3 25 | 1.30× | 0.99× | ||
| Q2 25 | 0.09× | 3.61× | ||
| Q1 25 | 2.53× | 152.87× | ||
| Q4 24 | 1.10× | 8.03× | ||
| Q3 24 | 1.14× | 5.68× | ||
| Q2 24 | -0.02× | 3.98× | ||
| Q1 24 | 1.35× | — |
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
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
SENEB
| Canned Vegetables | $430.2M | 85% |
| Fruit | $34.6M | 7% |
| Frozen | $29.3M | 6% |
| Manufactured Product Other | $10.8M | 2% |
| Snack | $3.4M | 1% |
