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新闻集团（NWSA）与SEABOARD CORP（SEB）财务数据对比。点击上方公司名可切换其他公司
SEABOARD CORP的季度营收约是新闻集团的1.0倍（$2.4B vs $2.4B），SEABOARD CORP净利率更高（10.6% vs 8.2%，领先2.4%），新闻集团同比增速更快（5.5% vs -2.9%），新闻集团自由现金流更多（$132.0M vs $53.0M），过去两年SEABOARD CORP的营收复合增速更高（4.9% vs -1.3%）
新闻集团是全球知名的媒体集团，旗下拥有报纸、出版、数字媒体等多项媒体业务，在全球传媒领域拥有广泛影响力，专注于为受众提供及时多元的时事资讯与内容服务。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
NWSA vs SEB — 直观对比
营收规模更大
SEB
是对方的1.0倍
$2.4B
营收增速更快
NWSA
高出8.4%
-2.9%
净利率更高
SEB
高出2.4%
8.2%
自由现金流更多
NWSA
多$79.0M
$53.0M
两年增速更快
SEB
近两年复合增速
-1.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $2.4B |
| 净利润 | $193.0M | $255.0M |
| 毛利率 | — | 7.9% |
| 营业利润率 | — | 2.7% |
| 净利率 | 8.2% | 10.6% |
| 营收同比 | 5.5% | -2.9% |
| 净利润同比 | -10.2% | 63.5% |
| 每股收益（稀释后） | $0.34 | $262.58 |
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NWSASEB
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.1B | $2.5B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $2.2B | $2.5B | ||
| Q3 24 | $2.6B | $2.2B | ||
| Q2 24 | $2.6B | $2.2B | ||
| Q1 24 | $2.4B | $2.2B |
净利润NWSASEB
| Q4 25 | $193.0M | $255.0M | ||
| Q3 25 | $112.0M | $110.0M | ||
| Q2 25 | $743.0M | $104.0M | ||
| Q1 25 | $103.0M | $32.0M | ||
| Q4 24 | $215.0M | $156.0M | ||
| Q3 24 | $119.0M | $-149.0M | ||
| Q2 24 | $50.0M | $61.0M | ||
| Q1 24 | $30.0M | $22.0M |
毛利率NWSASEB
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 4.0% |
营业利润率NWSASEB
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | 8.5% | 2.1% | ||
| Q1 25 | 7.5% | 1.6% | ||
| Q4 24 | 19.2% | 4.6% | ||
| Q3 24 | 7.9% | 1.4% | ||
| Q2 24 | 4.3% | 1.4% | ||
| Q1 24 | 2.6% | -0.9% |
净利率NWSASEB
| Q4 25 | 8.2% | 10.6% | ||
| Q3 25 | 5.2% | 4.3% | ||
| Q2 25 | 45.6% | 4.2% | ||
| Q1 25 | 5.1% | 1.4% | ||
| Q4 24 | 9.6% | 6.3% | ||
| Q3 24 | 4.6% | -6.7% | ||
| Q2 24 | 1.9% | 2.8% | ||
| Q1 24 | 1.2% | 1.0% |
每股收益（稀释后）NWSASEB
| Q4 25 | $0.34 | $262.58 | ||
| Q3 25 | $0.20 | $113.71 | ||
| Q2 25 | $1.30 | $105.22 | ||
| Q1 25 | $0.18 | $32.95 | ||
| Q4 24 | $0.38 | $158.58 | ||
| Q3 24 | $0.21 | $-153.44 | ||
| Q2 24 | $0.09 | $62.82 | ||
| Q1 24 | $0.05 | $22.66 |
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 | $2.1B | $1.2B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $8.8B | $5.2B |
| 总资产 | $15.5B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势，按日历期对齐
现金及短期投资NWSASEB
| Q4 25 | $2.1B | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.4B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | $1.9B | $1.2B |
总债务NWSASEB
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $2.9B | — | ||
| Q1 24 | $2.9B | — |
股东权益NWSASEB
| Q4 25 | $8.8B | $5.2B | ||
| Q3 25 | $8.7B | $5.0B | ||
| Q2 25 | $8.8B | $4.8B | ||
| Q1 25 | $8.2B | $4.7B | ||
| Q4 24 | $8.1B | $4.7B | ||
| Q3 24 | $8.3B | $4.5B | ||
| Q2 24 | $8.1B | $4.7B | ||
| Q1 24 | $8.1B | $4.6B |
总资产NWSASEB
| Q4 25 | $15.5B | $8.2B | ||
| Q3 25 | $15.3B | $8.0B | ||
| Q2 25 | $15.5B | $7.9B | ||
| Q1 25 | $16.6B | $7.6B | ||
| Q4 24 | $16.2B | $7.7B | ||
| Q3 24 | $16.9B | $7.5B | ||
| Q2 24 | $16.7B | $7.7B | ||
| Q1 24 | $16.5B | $7.6B |
负债/权益比NWSASEB
| Q4 25 | 0.22× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.24× | — | ||
| Q4 24 | 0.24× | — | ||
| Q3 24 | 0.35× | — | ||
| Q2 24 | 0.36× | — | ||
| Q1 24 | 0.36× | — |
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 | $231.0M | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $132.0M | $53.0M |
| 自由现金流率自由现金流/营收 | 5.6% | 2.2% |
| 资本支出强度资本支出/营收 | 4.2% | 5.6% |
| 现金转化率经营现金流/净利润 | 1.20× | 0.74× |
| 过去12个月自由现金流最近4个季度 | $586.0M | $6.0M |
8季度趋势，按日历期对齐
经营现金流NWSASEB
| Q4 25 | $231.0M | $188.0M | ||
| Q3 25 | $85.0M | $319.0M | ||
| Q2 25 | $189.0M | $81.0M | ||
| Q1 25 | $511.0M | $-20.0M | ||
| Q4 24 | $252.0M | $300.0M | ||
| Q3 24 | $64.0M | $194.0M | ||
| Q2 24 | $254.0M | $6.0M | ||
| Q1 24 | $539.0M | $19.0M |
自由现金流NWSASEB
| Q4 25 | $132.0M | $53.0M | ||
| Q3 25 | $4.0M | $152.0M | ||
| Q2 25 | $32.0M | $-70.0M | ||
| Q1 25 | $418.0M | $-129.0M | ||
| Q4 24 | $190.0M | $162.0M | ||
| Q3 24 | $-31.0M | $58.0M | ||
| Q2 24 | $111.0M | $-127.0M | ||
| Q1 24 | $422.0M | $-85.0M |
自由现金流率NWSASEB
| Q4 25 | 5.6% | 2.2% | ||
| Q3 25 | 0.2% | 6.0% | ||
| Q2 25 | 2.0% | -2.8% | ||
| Q1 25 | 20.8% | -5.6% | ||
| Q4 24 | 8.5% | 6.5% | ||
| Q3 24 | -1.2% | 2.6% | ||
| Q2 24 | 4.3% | -5.7% | ||
| Q1 24 | 17.4% | -3.9% |
资本支出强度NWSASEB
| Q4 25 | 4.2% | 5.6% | ||
| Q3 25 | 3.8% | 6.6% | ||
| Q2 25 | 9.6% | 6.1% | ||
| Q1 25 | 4.6% | 4.7% | ||
| Q4 24 | 2.8% | 5.6% | ||
| Q3 24 | 3.7% | 6.1% | ||
| Q2 24 | 5.5% | 6.0% | ||
| Q1 24 | 4.8% | 4.7% |
现金转化率NWSASEB
| Q4 25 | 1.20× | 0.74× | ||
| Q3 25 | 0.76× | 2.90× | ||
| Q2 25 | 0.25× | 0.78× | ||
| Q1 25 | 4.96× | -0.63× | ||
| Q4 24 | 1.17× | 1.92× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 5.08× | 0.10× | ||
| Q1 24 | 17.97× | 0.86× |
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
NWSA
| Book Publishing Segment | $633.0M | 27% |
| Consumer | $607.0M | 26% |
| News And Information Services Segment | $570.0M | 24% |
| Real Estate | $401.0M | 17% |
| Other Product Or Service | $173.0M | 7% |
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
