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PulteGroup（PHM）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PulteGroup的1.1倍（$3.8B vs $3.4B），PulteGroup净利率更高（10.2% vs 6.6%，领先3.6%），史密斯菲尔德食品同比增速更快（0.8% vs -12.4%），过去两年史密斯菲尔德食品的营收复合增速更高（5.5% vs -13.9%）
PulteGroup Inc.是总部位于美国佐治亚州亚特兰大的住宅建造企业，2023年按房屋交付量统计为美国第三大住宅建造商，自成立以来累计已建成超过77.5万套住宅，是美国住宅开发领域的领先企业之一。
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。
PHM vs SFD — 直观对比
营收规模更大
SFD
是对方的1.1倍
$3.4B
营收增速更快
SFD
高出13.2%
-12.4%
净利率更高
PHM
高出3.6%
6.6%
两年增速更快
SFD
近两年复合增速
-13.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.4B | $3.8B |
| 净利润 | $347.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | — | 8.8% |
| 净利率 | 10.2% | 6.6% |
| 营收同比 | -12.4% | 0.8% |
| 净利润同比 | -33.6% | 9.7% |
| 每股收益（稀释后） | — | — |
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PHMSFD
| Q1 26 | $3.4B | $3.8B | ||
| Q4 25 | $4.6B | $4.2B | ||
| Q3 25 | $4.4B | $3.7B | ||
| Q2 25 | $4.4B | $3.8B | ||
| Q1 25 | $3.9B | $3.8B | ||
| Q4 24 | $4.9B | $4.0B | ||
| Q3 24 | $4.5B | $3.3B | ||
| Q2 24 | $4.6B | $3.4B |
净利润PHMSFD
| Q1 26 | $347.0M | $249.0M | ||
| Q4 25 | $501.6M | $327.0M | ||
| Q3 25 | $585.8M | $248.0M | ||
| Q2 25 | $608.5M | $188.0M | ||
| Q1 25 | $522.8M | $224.0M | ||
| Q4 24 | $913.2M | $205.0M | ||
| Q3 24 | $697.9M | $291.0M | ||
| Q2 24 | $809.1M | $301.0M |
毛利率PHMSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | 27.8% | 12.8% | ||
| Q2 25 | 28.6% | 13.2% | ||
| Q1 25 | 28.8% | 13.5% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | 30.4% | 14.3% | ||
| Q2 24 | 31.4% | 15.4% |
营业利润率PHMSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | — | 9.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 6.9% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 8.5% | ||
| Q3 24 | — | 8.5% | ||
| Q2 24 | — | 9.8% |
净利率PHMSFD
| Q1 26 | 10.2% | 6.6% | ||
| Q4 25 | 10.9% | 7.7% | ||
| Q3 25 | 13.3% | 6.6% | ||
| Q2 25 | 13.8% | 5.0% | ||
| Q1 25 | 13.4% | 5.9% | ||
| Q4 24 | 18.6% | 5.2% | ||
| Q3 24 | 15.6% | 8.7% | ||
| Q2 24 | 17.6% | 8.8% |
每股收益（稀释后）PHMSFD
| Q1 26 | — | — | ||
| Q4 25 | $2.56 | $0.83 | ||
| Q3 25 | $2.96 | $0.63 | ||
| Q2 25 | $3.03 | $0.48 | ||
| Q1 25 | $2.57 | $0.57 | ||
| Q4 24 | $4.41 | $0.54 | ||
| Q3 24 | $3.35 | $0.77 | ||
| Q2 24 | $3.83 | $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 | $1.8B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $13.0B | $6.9B |
| 总资产 | $5.2B | $12.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PHMSFD
| Q1 26 | $1.8B | $1.4B | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — |
总债务PHMSFD
| Q1 26 | — | — | ||
| Q4 25 | $43.9M | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $31.1M | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益PHMSFD
| Q1 26 | $13.0B | $6.9B | ||
| Q4 25 | $13.0B | $6.8B | ||
| Q3 25 | $12.8B | $6.5B | ||
| Q2 25 | $12.6B | $6.3B | ||
| Q1 25 | $12.3B | $6.2B | ||
| Q4 24 | $12.1B | $5.8B | ||
| Q3 24 | $11.6B | — | ||
| Q2 24 | $11.2B | — |
总资产PHMSFD
| Q1 26 | $5.2B | $12.0B | ||
| Q4 25 | $18.0B | $12.2B | ||
| Q3 25 | $17.9B | $11.5B | ||
| Q2 25 | $17.6B | $11.2B | ||
| Q1 25 | $17.3B | $11.1B | ||
| Q4 24 | $17.4B | $11.1B | ||
| Q3 24 | $17.0B | — | ||
| Q2 24 | $16.5B | — |
负债/权益比PHMSFD
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | 0.00× | 0.34× | ||
| 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 | $159.8M | — |
| 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 | 0.7% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.46× | — |
| 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PHMSFD
| Q1 26 | $159.8M | — | ||
| Q4 25 | $771.1M | $938.0M | ||
| Q3 25 | $678.4M | $13.0M | ||
| Q2 25 | $287.5M | $274.0M | ||
| Q1 25 | $134.2M | $-166.0M | ||
| Q4 24 | $567.6M | — | ||
| Q3 24 | $455.9M | — | ||
| Q2 24 | $417.5M | — |
自由现金流PHMSFD
| Q1 26 | — | — | ||
| Q4 25 | $739.8M | $842.0M | ||
| Q3 25 | $651.1M | $-75.0M | ||
| Q2 25 | $253.0M | $196.0M | ||
| Q1 25 | $104.6M | $-245.0M | ||
| Q4 24 | $543.1M | — | ||
| Q3 24 | $417.2M | — | ||
| Q2 24 | $386.2M | — |
自由现金流率PHMSFD
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | 19.9% | ||
| Q3 25 | 14.8% | -2.0% | ||
| Q2 25 | 5.7% | 5.2% | ||
| Q1 25 | 2.7% | -6.5% | ||
| Q4 24 | 11.0% | — | ||
| Q3 24 | 9.3% | — | ||
| Q2 24 | 8.4% | — |
资本支出强度PHMSFD
| Q1 26 | 0.7% | 2.3% | ||
| Q4 25 | 0.7% | 2.3% | ||
| Q3 25 | 0.6% | 2.3% | ||
| Q2 25 | 0.8% | 2.1% | ||
| Q1 25 | 0.8% | 2.1% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.9% | 2.8% | ||
| Q2 24 | 0.7% | 2.3% |
现金转化率PHMSFD
| Q1 26 | 0.46× | — | ||
| Q4 25 | 1.54× | 2.87× | ||
| Q3 25 | 1.16× | 0.05× | ||
| Q2 25 | 0.47× | 1.46× | ||
| Q1 25 | 0.26× | -0.74× | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | 0.65× | — | ||
| Q2 24 | 0.52× | — |
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
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
SFD
暂无分部数据
