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NEWELL BRANDS INC.（NWL）与Tractor Supply（TSCO）财务数据对比。点击上方公司名可切换其他公司
Tractor Supply的季度营收约是NEWELL BRANDS INC.的1.9倍（$3.6B vs $1.9B），Tractor Supply净利率更高（4.6% vs -16.6%，领先21.2%），Tractor Supply同比增速更快（100.0% vs -2.7%），过去两年NEWELL BRANDS INC.的营收复合增速更高（7.1% vs -8.0%）
纽威品牌公司（Newell Brands）是美国知名消费品与商用产品集团，旗下拥有多个广受欢迎的品牌，涵盖乐柏美（Rubbermaid）收纳及废弃物处理容器、家居收纳与可重复使用容器，Contigo、Bubba运动水杯，Coleman户外用品，文具胶水、儿童用品、炊具、小家电以及香氛产品等多元品类，覆盖日常生活多场景需求。
Tractor Supply Company成立于1938年，是美国连锁零售企业，主营家居装修、农业、园艺养护、牲畜、马术及宠物护理相关设备与用品，客群覆盖农民、牧场主、宠物主及土地所有者。截至2024年共开设2250家门店，总部位于田纳西州布伦特伍德，为纳斯达克上市的财富500强企业。
NWL vs TSCO — 直观对比
营收规模更大
TSCO
是对方的1.9倍
$1.9B
营收增速更快
TSCO
高出102.7%
-2.7%
净利率更高
TSCO
高出21.2%
-16.6%
两年增速更快
NWL
近两年复合增速
-8.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.6B |
| 净利润 | $-315.0M | $164.5M |
| 毛利率 | 33.1% | 36.2% |
| 营业利润率 | -14.3% | 6.5% |
| 净利率 | -16.6% | 4.6% |
| 营收同比 | -2.7% | 100.0% |
| 净利润同比 | -483.3% | 4.6% |
| 每股收益（稀释后） | $-0.75 | $0.31 |
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NWLTSCO
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.9B | $3.9B | ||
| Q3 25 | $1.8B | $3.7B | ||
| Q2 25 | $1.9B | $4.4B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.9B | $3.8B | ||
| Q3 24 | $1.9B | $3.5B | ||
| Q2 24 | $2.0B | $4.2B |
净利润NWLTSCO
| Q1 26 | — | $164.5M | ||
| Q4 25 | $-315.0M | $227.4M | ||
| Q3 25 | $21.0M | $259.3M | ||
| Q2 25 | $46.0M | $430.0M | ||
| Q1 25 | $-37.0M | $179.4M | ||
| Q4 24 | $-54.0M | $236.4M | ||
| Q3 24 | $-198.0M | $241.5M | ||
| Q2 24 | $45.0M | $425.2M |
毛利率NWLTSCO
| Q1 26 | — | 36.2% | ||
| Q4 25 | 33.1% | 35.1% | ||
| Q3 25 | 34.1% | 37.4% | ||
| Q2 25 | 35.4% | 36.9% | ||
| Q1 25 | 32.1% | 36.2% | ||
| Q4 24 | 34.2% | 35.2% | ||
| Q3 24 | 34.9% | 37.2% | ||
| Q2 24 | 34.4% | 36.6% |
营业利润率NWLTSCO
| Q1 26 | — | 6.5% | ||
| Q4 25 | -14.3% | 7.6% | ||
| Q3 25 | 6.6% | 9.2% | ||
| Q2 25 | 8.8% | 13.0% | ||
| Q1 25 | 1.3% | 7.2% | ||
| Q4 24 | 0.5% | 8.4% | ||
| Q3 24 | -6.2% | 9.4% | ||
| Q2 24 | 8.0% | 13.2% |
净利率NWLTSCO
| Q1 26 | — | 4.6% | ||
| Q4 25 | -16.6% | 5.8% | ||
| Q3 25 | 1.2% | 7.0% | ||
| Q2 25 | 2.4% | 9.7% | ||
| Q1 25 | -2.4% | 5.2% | ||
| Q4 24 | -2.8% | 6.3% | ||
| Q3 24 | -10.2% | 7.0% | ||
| Q2 24 | 2.2% | 10.0% |
每股收益（稀释后）NWLTSCO
| Q1 26 | — | $0.31 | ||
| Q4 25 | $-0.75 | $0.42 | ||
| Q3 25 | $0.05 | $0.49 | ||
| Q2 25 | $0.11 | $0.81 | ||
| Q1 25 | $-0.09 | $0.34 | ||
| Q4 24 | $-0.13 | $-5.96 | ||
| Q3 24 | $-0.48 | $2.24 | ||
| Q2 24 | $0.11 | $3.93 |
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 | $203.0M | $224.3M |
| 总债务越低越好 | — | $2.1B |
| 股东权益账面价值 | $2.4B | $2.5B |
| 总资产 | $10.7B | $11.7B |
| 负债/权益比越低杠杆越低 | — | 0.85× |
8季度趋势，按日历期对齐
现金及短期投资NWLTSCO
| Q1 26 | — | $224.3M | ||
| Q4 25 | $203.0M | $194.1M | ||
| Q3 25 | $229.0M | $184.6M | ||
| Q2 25 | $219.0M | $225.8M | ||
| Q1 25 | $233.0M | $231.7M | ||
| Q4 24 | $198.0M | $251.5M | ||
| Q3 24 | $494.0M | $186.3M | ||
| Q2 24 | $382.0M | $394.7M |
总债务NWLTSCO
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $150.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $150.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益NWLTSCO
| Q1 26 | — | $2.5B | ||
| Q4 25 | $2.4B | $2.6B | ||
| Q3 25 | $2.7B | $2.6B | ||
| Q2 25 | $2.7B | $2.5B | ||
| Q1 25 | $2.7B | $2.2B | ||
| Q4 24 | $2.8B | $2.3B | ||
| Q3 24 | $2.9B | $2.3B | ||
| Q2 24 | $3.1B | $2.3B |
总资产NWLTSCO
| Q1 26 | — | $11.7B | ||
| Q4 25 | $10.7B | $10.9B | ||
| Q3 25 | $11.3B | $10.9B | ||
| Q2 25 | $11.5B | $10.6B | ||
| Q1 25 | $11.3B | $10.4B | ||
| Q4 24 | $11.0B | $9.8B | ||
| Q3 24 | $11.8B | $9.8B | ||
| Q2 24 | $12.0B | $9.8B |
负债/权益比NWLTSCO
| Q1 26 | — | 0.85× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.07× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $161.0M | $91.1M |
| 自由现金流经营现金流 - 资本支出 | $91.0M | — |
| 自由现金流率自由现金流/营收 | 4.8% | — |
| 资本支出强度资本支出/营收 | 3.7% | 5.6% |
| 现金转化率经营现金流/净利润 | — | 0.55× |
| 过去12个月自由现金流最近4个季度 | $17.0M | — |
8季度趋势，按日历期对齐
经营现金流NWLTSCO
| Q1 26 | — | $91.1M | ||
| Q4 25 | $161.0M | $324.8M | ||
| Q3 25 | $374.0M | $307.9M | ||
| Q2 25 | $-58.0M | $785.8M | ||
| Q1 25 | $-213.0M | $216.8M | ||
| Q4 24 | $150.0M | $517.2M | ||
| Q3 24 | $282.0M | $86.3M | ||
| Q2 24 | $32.0M | $559.9M |
自由现金流NWLTSCO
| Q1 26 | — | — | ||
| Q4 25 | $91.0M | $59.3M | ||
| Q3 25 | $315.0M | $30.3M | ||
| Q2 25 | $-117.0M | $575.4M | ||
| Q1 25 | $-272.0M | $75.5M | ||
| Q4 24 | $54.0M | $271.2M | ||
| Q3 24 | $231.0M | $-101.9M | ||
| Q2 24 | $-21.0M | $367.3M |
自由现金流率NWLTSCO
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | 1.5% | ||
| Q3 25 | 17.4% | 0.8% | ||
| Q2 25 | -6.0% | 13.0% | ||
| Q1 25 | -17.4% | 2.2% | ||
| Q4 24 | 2.8% | 7.2% | ||
| Q3 24 | 11.9% | -2.9% | ||
| Q2 24 | -1.0% | 8.6% |
资本支出强度NWLTSCO
| Q1 26 | — | 5.6% | ||
| Q4 25 | 3.7% | 6.8% | ||
| Q3 25 | 3.3% | 7.5% | ||
| Q2 25 | 3.0% | 4.7% | ||
| Q1 25 | 3.8% | 4.1% | ||
| Q4 24 | 4.9% | 6.5% | ||
| Q3 24 | 2.6% | 5.4% | ||
| Q2 24 | 2.6% | 4.5% |
现金转化率NWLTSCO
| Q1 26 | — | 0.55× | ||
| Q4 25 | — | 1.43× | ||
| Q3 25 | 17.81× | 1.19× | ||
| Q2 25 | -1.26× | 1.83× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 2.19× | ||
| Q3 24 | — | 0.36× | ||
| Q2 24 | 0.71× | 1.32× |
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
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |
TSCO
暂无分部数据
