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PBF Energy Inc.（PBF）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
PBF Energy Inc.的季度营收约是Smurfit Westrock的1.0倍（$7.9B vs $7.7B），PBF Energy Inc.净利率更高（2.5% vs 0.8%，领先1.7%），PBF Energy Inc.同比增速更快（11.9% vs 0.7%），过去两年Smurfit Westrock的营收复合增速更高（61.2% vs -4.9%）
PBF能源是一家美国石油炼制与物流企业，主营交通燃料、取暖油、润滑剂、石化原料及其他石油产品的生产与销售，在美国拥有并运营6座炼油厂，分布于路易斯安那州查尔梅特、俄亥俄州托莱多、新泽西州保尔斯伯勒、特拉华州特拉华城、加利福尼亚州托伦斯和马丁内斯。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
PBF vs SW — 直观对比
营收规模更大
PBF
是对方的1.0倍
$7.7B
营收增速更快
PBF
高出11.1%
0.7%
净利率更高
PBF
高出1.7%
0.8%
两年增速更快
SW
近两年复合增速
-4.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.9B | $7.7B |
| 净利润 | $200.2M | $63.0M |
| 毛利率 | 3.5% | 16.4% |
| 营业利润率 | 3.8% | 3.3% |
| 净利率 | 2.5% | 0.8% |
| 营收同比 | 11.9% | 0.7% |
| 净利润同比 | 149.4% | 0.0% |
| 每股收益（稀释后） | $1.65 | $0.12 |
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PBFSW
| Q1 26 | $7.9B | $7.7B | ||
| Q4 25 | $7.1B | $7.6B | ||
| Q3 25 | $7.7B | $8.0B | ||
| Q2 25 | $7.5B | $7.9B | ||
| Q1 25 | $7.1B | $7.7B | ||
| Q4 24 | $7.4B | $7.5B | ||
| Q3 24 | $8.4B | $7.7B | ||
| Q2 24 | $8.7B | $3.0B |
净利润PBFSW
| Q1 26 | $200.2M | $63.0M | ||
| Q4 25 | $78.4M | $97.0M | ||
| Q3 25 | $170.1M | $246.0M | ||
| Q2 25 | $-5.2M | $-28.0M | ||
| Q1 25 | $-401.8M | $384.0M | ||
| Q4 24 | $-289.3M | $146.0M | ||
| Q3 24 | $-285.9M | $-150.0M | ||
| Q2 24 | $-65.2M | $132.0M |
毛利率PBFSW
| Q1 26 | 3.5% | 16.4% | ||
| Q4 25 | -1.8% | 18.2% | ||
| Q3 25 | 0.5% | 19.6% | ||
| Q2 25 | -0.8% | 19.1% | ||
| Q1 25 | -5.9% | 20.6% | ||
| Q4 24 | -4.2% | 19.1% | ||
| Q3 24 | -3.4% | 17.6% | ||
| Q2 24 | 0.1% | 23.3% |
营业利润率PBFSW
| Q1 26 | 3.8% | 3.3% | ||
| Q4 25 | 1.8% | 5.1% | ||
| Q3 25 | 3.7% | 6.6% | ||
| Q2 25 | 0.6% | 3.2% | ||
| Q1 25 | -7.2% | 7.2% | ||
| Q4 24 | -5.2% | 5.3% | ||
| Q3 24 | -4.6% | 0.7% | ||
| Q2 24 | -0.9% | 8.2% |
净利率PBFSW
| Q1 26 | 2.5% | 0.8% | ||
| Q4 25 | 1.1% | 1.3% | ||
| Q3 25 | 2.2% | 3.1% | ||
| Q2 25 | -0.1% | -0.4% | ||
| Q1 25 | -5.7% | 5.0% | ||
| Q4 24 | -3.9% | 1.9% | ||
| Q3 24 | -3.4% | -2.0% | ||
| Q2 24 | -0.7% | 4.4% |
每股收益（稀释后）PBFSW
| Q1 26 | $1.65 | $0.12 | ||
| Q4 25 | $0.74 | $0.18 | ||
| Q3 25 | $1.45 | $0.47 | ||
| Q2 25 | $-0.05 | $-0.05 | ||
| Q1 25 | $-3.53 | $0.73 | ||
| Q4 24 | $-2.41 | $-0.12 | ||
| Q3 24 | $-2.49 | $-0.30 | ||
| Q2 24 | $-0.56 | $0.51 |
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 | $541.8M | — |
| 总债务越低越好 | — | $980.0M |
| 股东权益账面价值 | $5.7B | $18.1B |
| 总资产 | $14.7B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资PBFSW
| Q1 26 | $541.8M | — | ||
| Q4 25 | $527.9M | $892.0M | ||
| Q3 25 | $482.0M | $851.0M | ||
| Q2 25 | $590.7M | $778.0M | ||
| Q1 25 | $468.6M | $797.0M | ||
| Q4 24 | $536.1M | $855.0M | ||
| Q3 24 | $976.7M | — | ||
| Q2 24 | $1.4B | $26.8K |
总债务PBFSW
| Q1 26 | — | $980.0M | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | — | $13.3B | ||
| Q2 25 | — | $13.3B | ||
| Q1 25 | — | $12.9B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | — |
股东权益PBFSW
| Q1 26 | $5.7B | $18.1B | ||
| Q4 25 | $5.3B | $18.3B | ||
| Q3 25 | $5.2B | $18.4B | ||
| Q2 25 | $5.1B | $18.3B | ||
| Q1 25 | $5.1B | $17.9B | ||
| Q4 24 | $5.5B | $17.4B | ||
| Q3 24 | $5.9B | $18.0B | ||
| Q2 24 | $6.3B | $14.5K |
总资产PBFSW
| Q1 26 | $14.7B | $45.2B | ||
| Q4 25 | $13.0B | $45.2B | ||
| Q3 25 | $13.0B | $45.6B | ||
| Q2 25 | $13.0B | $45.7B | ||
| Q1 25 | $13.0B | $44.6B | ||
| Q4 24 | $12.7B | $43.8B | ||
| Q3 24 | $13.1B | $45.0B | ||
| Q2 24 | $14.1B | $26.8K |
负债/权益比PBFSW
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.72× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.73× | ||
| 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 | — | $204.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 4.0% | — |
| 现金转化率经营现金流/净利润 | — | 3.24× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流PBFSW
| Q1 26 | — | $204.0M | ||
| Q4 25 | $366.6M | $1.2B | ||
| Q3 25 | $25.7M | $1.1B | ||
| Q2 25 | $191.1M | $829.0M | ||
| Q1 25 | $-661.4M | $235.0M | ||
| Q4 24 | $-329.7M | $781.0M | ||
| Q3 24 | $-68.0M | $320.0M | ||
| Q2 24 | $425.3M | $340.0M |
自由现金流PBFSW
| Q1 26 | — | — | ||
| Q4 25 | $77.0M | $612.0M | ||
| Q3 25 | $-122.8M | $523.0M | ||
| Q2 25 | $35.0M | $307.0M | ||
| Q1 25 | $-772.4M | $-242.0M | ||
| Q4 24 | $-425.7M | $212.0M | ||
| Q3 24 | $-169.8M | $-192.0M | ||
| Q2 24 | $371.8M | $163.0M |
自由现金流率PBFSW
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 8.1% | ||
| Q3 25 | -1.6% | 6.5% | ||
| Q2 25 | 0.5% | 3.9% | ||
| Q1 25 | -10.9% | -3.2% | ||
| Q4 24 | -5.8% | 2.8% | ||
| Q3 24 | -2.0% | -2.5% | ||
| Q2 24 | 4.3% | 5.5% |
资本支出强度PBFSW
| Q1 26 | 4.0% | — | ||
| Q4 25 | 4.1% | 7.7% | ||
| Q3 25 | 1.9% | 7.6% | ||
| Q2 25 | 2.1% | 6.6% | ||
| Q1 25 | 1.6% | 6.2% | ||
| Q4 24 | 1.3% | 7.5% | ||
| Q3 24 | 1.2% | 6.7% | ||
| Q2 24 | 0.6% | 6.0% |
现金转化率PBFSW
| Q1 26 | — | 3.24× | ||
| Q4 25 | 4.68× | 12.32× | ||
| Q3 25 | 0.15× | 4.61× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | — | 5.35× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
