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西方石油（OXY）与J.M. Smucker Company (The)（SJM）财务数据对比。点击上方公司名可切换其他公司
J.M. Smucker Company (The)的季度营收约是西方石油的1.4倍（$2.3B vs $1.7B），J.M. Smucker Company (The)净利率更高（10.4% vs 6.9%，领先3.5%），J.M. Smucker Company (The)同比增速更快（2.6% vs -75.8%），西方石油自由现金流更多（$1.9B vs $280.2M），过去两年J.M. Smucker Company (The)的营收复合增速更高（2.2% vs -50.4%）
西方石油是一家美国能源企业，核心业务覆盖美国及中东地区的油气勘探，以及美国、加拿大、智利的石化产品制造。公司注册于特拉华州，总部位于休斯顿，2021年分别位列财富500强第183位、福布斯全球企业2000强第670位。
J.M.斯马克公司是美国食品饮料生产企业，总部位于俄亥俄州奥维尔，1897年成立之初主营苹果酱生产，目前旗下设消费食品、宠物食品、咖啡三大业务板块，核心品牌Smucker's主打果酱、花生酱、糖浆、无皮冷冻三明治、冰淇淋顶料等产品。
OXY vs SJM — 直观对比
营收规模更大
SJM
是对方的1.4倍
$1.7B
营收增速更快
SJM
高出78.4%
-75.8%
净利率更高
SJM
高出3.5%
6.9%
自由现金流更多
OXY
多$1.6B
$280.2M
两年增速更快
SJM
近两年复合增速
-50.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.3B |
| 净利润 | $114.0M | $241.3M |
| 毛利率 | — | 37.3% |
| 营业利润率 | -6.5% | 18.0% |
| 净利率 | 6.9% | 10.4% |
| 营收同比 | -75.8% | 2.6% |
| 净利润同比 | 195.0% | 1084.9% |
| 每股收益（稀释后） | $-0.07 | $2.26 |
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OXYSJM
| Q4 25 | $1.7B | $2.3B | ||
| Q3 25 | $6.7B | $2.1B | ||
| Q2 25 | $6.3B | $2.1B | ||
| Q1 25 | $6.9B | $2.2B | ||
| Q4 24 | $6.9B | $2.3B | ||
| Q3 24 | $7.0B | $2.1B | ||
| Q2 24 | $6.8B | $2.2B | ||
| Q1 24 | $6.7B | $2.2B |
净利润OXYSJM
| Q4 25 | $114.0M | $241.3M | ||
| Q3 25 | $842.0M | $-43.9M | ||
| Q2 25 | $468.0M | $-729.0M | ||
| Q1 25 | $945.0M | $-662.3M | ||
| Q4 24 | $-120.0M | $-24.5M | ||
| Q3 24 | $1.1B | $185.0M | ||
| Q2 24 | $1.2B | $245.1M | ||
| Q1 24 | $888.0M | $120.4M |
毛利率OXYSJM
| Q4 25 | — | 37.3% | ||
| Q3 25 | 87.8% | 22.5% | ||
| Q2 25 | 86.6% | 38.4% | ||
| Q1 25 | 88.4% | 40.2% | ||
| Q4 24 | 89.0% | 39.0% | ||
| Q3 24 | 88.5% | 37.5% | ||
| Q2 24 | 87.9% | 41.4% | ||
| Q1 24 | 89.0% | 36.9% |
营业利润率OXYSJM
| Q4 25 | -6.5% | 18.0% | ||
| Q3 25 | 17.4% | 2.2% | ||
| Q2 25 | 11.7% | -27.9% | ||
| Q1 25 | 19.3% | -27.2% | ||
| Q4 24 | -2.5% | 7.5% | ||
| Q3 24 | 22.7% | 16.4% | ||
| Q2 24 | 24.0% | 18.4% | ||
| Q1 24 | 15.0% | 13.3% |
净利率OXYSJM
| Q4 25 | 6.9% | 10.4% | ||
| Q3 25 | 12.6% | -2.1% | ||
| Q2 25 | 7.4% | -34.0% | ||
| Q1 25 | 13.7% | -30.3% | ||
| Q4 24 | -1.7% | -1.1% | ||
| Q3 24 | 16.2% | 8.7% | ||
| Q2 24 | 17.2% | 11.1% | ||
| Q1 24 | 13.2% | 5.4% |
每股收益（稀释后）OXYSJM
| Q4 25 | $-0.07 | $2.26 | ||
| Q3 25 | $0.65 | $-0.41 | ||
| Q2 25 | $0.26 | $-6.86 | ||
| Q1 25 | $0.77 | $-6.22 | ||
| Q4 24 | $-0.32 | $-0.23 | ||
| Q3 24 | $0.98 | $1.74 | ||
| Q2 24 | $1.03 | $2.31 | ||
| Q1 24 | $0.75 | $1.13 |
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 | $2.0B | — |
| 总债务越低越好 | $20.6B | $7.0B |
| 股东权益账面价值 | $36.0B | $6.1B |
| 总资产 | $84.2B | $17.6B |
| 负债/权益比越低杠杆越低 | 0.57× | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资OXYSJM
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $1.3B | — |
总债务OXYSJM
| Q4 25 | $20.6B | $7.0B | ||
| Q3 25 | $20.8B | $7.0B | ||
| Q2 25 | $23.3B | $7.0B | ||
| Q1 25 | $24.0B | $7.4B | ||
| Q4 24 | $25.0B | $7.8B | ||
| Q3 24 | $25.5B | $7.8B | ||
| Q2 24 | $18.4B | $7.8B | ||
| Q1 24 | $18.5B | $8.1B |
股东权益OXYSJM
| Q4 25 | $36.0B | $6.1B | ||
| Q3 25 | $36.3B | $5.9B | ||
| Q2 25 | $35.7B | $6.1B | ||
| Q1 25 | $34.7B | $6.9B | ||
| Q4 24 | $34.2B | $7.6B | ||
| Q3 24 | $34.7B | $7.8B | ||
| Q2 24 | $32.1B | $7.7B | ||
| Q1 24 | $30.8B | $7.6B |
总资产OXYSJM
| Q4 25 | $84.2B | $17.6B | ||
| Q3 25 | $83.5B | $17.7B | ||
| Q2 25 | $84.4B | $17.6B | ||
| Q1 25 | $85.0B | $18.4B | ||
| Q4 24 | $85.4B | $20.0B | ||
| Q3 24 | $85.8B | $20.3B | ||
| Q2 24 | $76.2B | $20.3B | ||
| Q1 24 | $74.3B | $20.2B |
负债/权益比OXYSJM
| Q4 25 | 0.57× | 1.16× | ||
| Q3 25 | 0.57× | 1.19× | ||
| Q2 25 | 0.65× | 1.16× | ||
| Q1 25 | 0.69× | 1.07× | ||
| Q4 24 | 0.73× | 1.02× | ||
| Q3 24 | 0.73× | 1.00× | ||
| Q2 24 | 0.57× | 1.01× | ||
| Q1 24 | 0.60× | 1.07× |
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 | $2.6B | $346.5M |
| 自由现金流经营现金流 - 资本支出 | $1.9B | $280.2M |
| 自由现金流率自由现金流/营收 | 113.4% | 12.0% |
| 资本支出强度资本支出/营收 | 45.4% | 2.8% |
| 现金转化率经营现金流/净利润 | 23.11× | 1.44× |
| 过去12个月自由现金流最近4个季度 | $4.1B | $635.5M |
8季度趋势，按日历期对齐
经营现金流OXYSJM
| Q4 25 | $2.6B | $346.5M | ||
| Q3 25 | $2.8B | $-10.6M | ||
| Q2 25 | $3.0B | $393.9M | ||
| Q1 25 | $2.1B | $239.4M | ||
| Q4 24 | $3.4B | $404.2M | ||
| Q3 24 | $3.7B | $172.9M | ||
| Q2 24 | $2.4B | $428.1M | ||
| Q1 24 | $2.0B | $406.5M |
自由现金流OXYSJM
| Q4 25 | $1.9B | $280.2M | ||
| Q3 25 | $1.0B | $-94.9M | ||
| Q2 25 | $962.0M | $298.9M | ||
| Q1 25 | $240.0M | $151.3M | ||
| Q4 24 | $1.6B | $317.2M | ||
| Q3 24 | $2.0B | $49.2M | ||
| Q2 24 | $623.0M | $297.5M | ||
| Q1 24 | $224.0M | $249.6M |
自由现金流率OXYSJM
| Q4 25 | 113.4% | 12.0% | ||
| Q3 25 | 15.3% | -4.5% | ||
| Q2 25 | 15.2% | 13.9% | ||
| Q1 25 | 3.5% | 6.9% | ||
| Q4 24 | 23.0% | 14.0% | ||
| Q3 24 | 28.5% | 2.3% | ||
| Q2 24 | 9.2% | 13.5% | ||
| Q1 24 | 3.3% | 11.2% |
资本支出强度OXYSJM
| Q4 25 | 45.4% | 2.8% | ||
| Q3 25 | 26.5% | 4.0% | ||
| Q2 25 | 31.6% | 4.4% | ||
| Q1 25 | 27.6% | 4.0% | ||
| Q4 24 | 26.0% | 3.8% | ||
| Q3 24 | 24.0% | 5.8% | ||
| Q2 24 | 26.0% | 5.9% | ||
| Q1 24 | 26.5% | 7.0% |
现金转化率OXYSJM
| Q4 25 | 23.11× | 1.44× | ||
| Q3 25 | 3.31× | — | ||
| Q2 25 | 6.32× | — | ||
| Q1 25 | 2.27× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.23× | 0.93× | ||
| Q2 24 | 2.05× | 1.75× | ||
| Q1 24 | 2.26× | 3.38× |
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
OXY
暂无分部数据
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
