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美盛公司（MOS）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美盛公司的1.3倍（$3.8B vs $3.0B），史密斯菲尔德食品净利率更高（6.6% vs -17.5%，领先24.0%），美盛公司同比增速更快（5.6% 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 5.3%）
美盛公司（The Mosaic Company）是总部位于美国佛罗里达州坦帕的化工企业，主营磷矿、钾矿开采及尿素采集，依托多元国际分销网络和旗下肥料业务板块生产销售农用肥料，是美国规模最大的钾肥、磷肥生产商。
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。
MOS vs SFD — 直观对比
营收规模更大
SFD
是对方的1.3倍
$3.0B
营收增速更快
MOS
高出4.8%
0.8%
净利率更高
SFD
高出24.0%
-17.5%
两年增速更快
SFD
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $3.8B |
| 净利润 | $-519.5M | $249.0M |
| 毛利率 | 11.5% | 13.4% |
| 营业利润率 | -3.4% | 8.8% |
| 净利率 | -17.5% | 6.6% |
| 营收同比 | 5.6% | 0.8% |
| 净利润同比 | -407.4% | 9.7% |
| 每股收益（稀释后） | $-1.63 | — |
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MOSSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $3.0B | $4.2B | ||
| Q3 25 | $3.5B | $3.7B | ||
| Q2 25 | $3.0B | $3.8B | ||
| Q1 25 | $2.6B | $3.8B | ||
| Q4 24 | $2.8B | $4.0B | ||
| Q3 24 | $2.8B | $3.3B | ||
| Q2 24 | $2.8B | $3.4B |
净利润MOSSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $-519.5M | $327.0M | ||
| Q3 25 | $411.4M | $248.0M | ||
| Q2 25 | $410.7M | $188.0M | ||
| Q1 25 | $238.1M | $224.0M | ||
| Q4 24 | $169.0M | $205.0M | ||
| Q3 24 | $122.2M | $291.0M | ||
| Q2 24 | $-161.5M | $301.0M |
毛利率MOSSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 11.5% | 14.2% | ||
| Q3 25 | 16.0% | 12.8% | ||
| Q2 25 | 17.3% | 13.2% | ||
| Q1 25 | 18.6% | 13.5% | ||
| Q4 24 | 10.7% | 13.5% | ||
| Q3 24 | 14.8% | 14.3% | ||
| Q2 24 | 14.0% | 15.4% |
营业利润率MOSSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | -3.4% | 9.5% | ||
| Q3 25 | 9.8% | 8.3% | ||
| Q2 25 | 8.1% | 6.9% | ||
| Q1 25 | 12.9% | 8.5% | ||
| Q4 24 | 3.5% | 8.5% | ||
| Q3 24 | 4.1% | 8.5% | ||
| Q2 24 | 8.3% | 9.8% |
净利率MOSSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | -17.5% | 7.7% | ||
| Q3 25 | 11.9% | 6.6% | ||
| Q2 25 | 13.7% | 5.0% | ||
| Q1 25 | 9.1% | 5.9% | ||
| Q4 24 | 6.0% | 5.2% | ||
| Q3 24 | 4.3% | 8.7% | ||
| Q2 24 | -5.7% | 8.8% |
每股收益（稀释后）MOSSFD
| Q1 26 | — | — | ||
| Q4 25 | $-1.63 | $0.83 | ||
| Q3 25 | $1.29 | $0.63 | ||
| Q2 25 | $1.29 | $0.48 | ||
| Q1 25 | $0.75 | $0.57 | ||
| Q4 24 | $0.53 | $0.54 | ||
| Q3 24 | $0.38 | $0.77 | ||
| Q2 24 | $-0.50 | $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 | $276.6M | $1.4B |
| 总债务越低越好 | $4.3B | — |
| 股东权益账面价值 | $12.1B | $6.9B |
| 总资产 | $24.5B | $12.0B |
| 负债/权益比越低杠杆越低 | 0.35× | — |
8季度趋势，按日历期对齐
现金及短期投资MOSSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $276.6M | — | ||
| Q3 25 | $153.3M | — | ||
| Q2 25 | $286.2M | — | ||
| Q1 25 | $259.2M | — | ||
| Q4 24 | $272.8M | — | ||
| Q3 24 | $301.6M | — | ||
| Q2 24 | $322.0M | — |
总债务MOSSFD
| Q1 26 | — | — | ||
| Q4 25 | $4.3B | $2.0B | ||
| Q3 25 | $3.4B | $2.0B | ||
| Q2 25 | $3.3B | $2.0B | ||
| Q1 25 | $3.3B | $2.0B | ||
| Q4 24 | $3.3B | $2.0B | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益MOSSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $12.1B | $6.8B | ||
| Q3 25 | $12.8B | $6.5B | ||
| Q2 25 | $12.4B | $6.3B | ||
| Q1 25 | $11.8B | $6.2B | ||
| Q4 24 | $11.5B | $5.8B | ||
| Q3 24 | $11.8B | — | ||
| Q2 24 | $11.7B | — |
总资产MOSSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $24.5B | $12.2B | ||
| Q3 25 | $24.7B | $11.5B | ||
| Q2 25 | $24.3B | $11.2B | ||
| Q1 25 | $23.2B | $11.1B | ||
| Q4 24 | $22.9B | $11.1B | ||
| Q3 24 | $23.3B | — | ||
| Q2 24 | $22.6B | — |
负债/权益比MOSSFD
| Q1 26 | — | — | ||
| Q4 25 | 0.35× | 0.29× | ||
| Q3 25 | 0.26× | 0.31× | ||
| Q2 25 | 0.27× | 0.32× | ||
| Q1 25 | 0.28× | 0.32× | ||
| Q4 24 | 0.29× | 0.34× | ||
| Q3 24 | 0.27× | — | ||
| Q2 24 | 0.27× | — |
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 | $-56.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-405.7M | — |
| 自由现金流率自由现金流/营收 | -13.6% | — |
| 资本支出强度资本支出/营收 | 11.8% | 2.3% |
| 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 | $-534.6M | — |
8季度趋势，按日历期对齐
经营现金流MOSSFD
| Q1 26 | — | — | ||
| Q4 25 | $-56.1M | $938.0M | ||
| Q3 25 | $228.5M | $13.0M | ||
| Q2 25 | $609.5M | $274.0M | ||
| Q1 25 | $42.9M | $-166.0M | ||
| Q4 24 | $219.3M | — | ||
| Q3 24 | $312.9M | — | ||
| Q2 24 | $847.0M | — |
自由现金流MOSSFD
| Q1 26 | — | — | ||
| Q4 25 | $-405.7M | $842.0M | ||
| Q3 25 | $-135.9M | $-75.0M | ||
| Q2 25 | $304.9M | $196.0M | ||
| Q1 25 | $-297.9M | $-245.0M | ||
| Q4 24 | $-74.8M | — | ||
| Q3 24 | $72.1M | — | ||
| Q2 24 | $513.1M | — |
自由现金流率MOSSFD
| Q1 26 | — | — | ||
| Q4 25 | -13.6% | 19.9% | ||
| Q3 25 | -3.9% | -2.0% | ||
| Q2 25 | 10.1% | 5.2% | ||
| Q1 25 | -11.4% | -6.5% | ||
| Q4 24 | -2.7% | — | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 18.2% | — |
资本支出强度MOSSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 11.8% | 2.3% | ||
| Q3 25 | 10.6% | 2.3% | ||
| Q2 25 | 10.1% | 2.1% | ||
| Q1 25 | 13.0% | 2.1% | ||
| Q4 24 | 10.4% | 2.1% | ||
| Q3 24 | 8.6% | 2.8% | ||
| Q2 24 | 11.9% | 2.3% |
现金转化率MOSSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 2.87× | ||
| Q3 25 | 0.56× | 0.05× | ||
| Q2 25 | 1.48× | 1.46× | ||
| Q1 25 | 0.18× | -0.74× | ||
| Q4 24 | 1.30× | — | ||
| Q3 24 | 2.56× | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
