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PVH CORP.（PVH）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PVH CORP.的1.1倍（$2.4B vs $2.3B），SEABOARD CORP净利率更高（10.6% vs 0.2%，领先10.4%），PVH CORP.同比增速更快（1.7% vs -2.9%），SEABOARD CORP自由现金流更多（$53.0M vs $-85.1M）
PVH集团是源自美国的知名服饰企业，前身为Phillips-Van Heusen公司，旗下拥有Tommy Hilfiger、Calvin Klein等标志性时尚品牌，同时还获得Kenneth Cole New York、Michael Kors等品牌的授权经营许可，在全球服饰消费市场拥有广泛影响力。
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。
PVH vs SEB — 直观对比
营收规模更大
SEB
是对方的1.1倍
$2.3B
营收增速更快
PVH
高出4.6%
-2.9%
净利率更高
SEB
高出10.4%
0.2%
自由现金流更多
SEB
多$138.1M
$-85.1M
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $2.4B |
| 净利润 | $4.2M | $255.0M |
| 毛利率 | 56.3% | 7.9% |
| 营业利润率 | 7.9% | 2.7% |
| 净利率 | 0.2% | 10.6% |
| 营收同比 | 1.7% | -2.9% |
| 净利润同比 | -96.8% | 63.5% |
| 每股收益（稀释后） | $0.09 | $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PVHSEB
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $2.2B | $2.5B | ||
| Q2 25 | $2.0B | $2.5B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.2B |
净利润PVHSEB
| Q4 25 | $4.2M | $255.0M | ||
| Q3 25 | $224.2M | $110.0M | ||
| Q2 25 | $-44.8M | $104.0M | ||
| Q1 25 | — | $32.0M | ||
| Q4 24 | — | $156.0M | ||
| Q3 24 | — | $-149.0M | ||
| Q2 24 | — | $61.0M | ||
| Q1 24 | — | $22.0M |
毛利率PVHSEB
| Q4 25 | 56.3% | 7.9% | ||
| Q3 25 | 57.7% | 7.8% | ||
| Q2 25 | 58.6% | 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PVHSEB
| Q4 25 | 7.9% | 2.7% | ||
| Q3 25 | 6.1% | 3.3% | ||
| Q2 25 | -16.7% | 2.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 4.6% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | -0.9% |
净利率PVHSEB
| Q4 25 | 0.2% | 10.6% | ||
| Q3 25 | 10.3% | 4.3% | ||
| Q2 25 | -2.3% | 4.2% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | -6.7% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 1.0% |
每股收益（稀释后）PVHSEB
| Q4 25 | $0.09 | $262.58 | ||
| Q3 25 | $4.63 | $113.71 | ||
| Q2 25 | $-0.88 | $105.22 | ||
| Q1 25 | — | $32.95 | ||
| Q4 24 | — | $158.58 | ||
| Q3 24 | — | $-153.44 | ||
| Q2 24 | — | $62.82 | ||
| Q1 24 | — | $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 | $158.2M | $1.2B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $4.9B | $5.2B |
| 总资产 | $11.4B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.46× | — |
8季度趋势，按日历期对齐
现金及短期投资PVHSEB
| Q4 25 | $158.2M | $1.2B | ||
| Q3 25 | $248.8M | $1.2B | ||
| Q2 25 | $191.0M | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
总债务PVHSEB
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PVHSEB
| Q4 25 | $4.9B | $5.2B | ||
| Q3 25 | $4.9B | $5.0B | ||
| Q2 25 | $4.6B | $4.8B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $4.6B |
总资产PVHSEB
| Q4 25 | $11.4B | $8.2B | ||
| Q3 25 | $11.6B | $8.0B | ||
| Q2 25 | $10.7B | $7.9B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.5B | ||
| Q2 24 | — | $7.7B | ||
| Q1 24 | — | $7.6B |
负债/权益比PVHSEB
| Q4 25 | 0.46× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.48× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $-44.5M | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $-85.1M | $53.0M |
| 自由现金流率自由现金流/营收 | -3.7% | 2.2% |
| 资本支出强度资本支出/营收 | 1.8% | 5.6% |
| 现金转化率经营现金流/净利润 | -10.60× | 0.74× |
| 过去12个月自由现金流最近4个季度 | — | $6.0M |
8季度趋势，按日历期对齐
经营现金流PVHSEB
| Q4 25 | $-44.5M | $188.0M | ||
| Q3 25 | $213.1M | $319.0M | ||
| Q2 25 | $-71.4M | $81.0M | ||
| Q1 25 | — | $-20.0M | ||
| Q4 24 | — | $300.0M | ||
| Q3 24 | — | $194.0M | ||
| Q2 24 | — | $6.0M | ||
| Q1 24 | — | $19.0M |
自由现金流PVHSEB
| Q4 25 | $-85.1M | $53.0M | ||
| Q3 25 | $181.9M | $152.0M | ||
| Q2 25 | $-98.1M | $-70.0M | ||
| Q1 25 | — | $-129.0M | ||
| Q4 24 | — | $162.0M | ||
| Q3 24 | — | $58.0M | ||
| Q2 24 | — | $-127.0M | ||
| Q1 24 | — | $-85.0M |
自由现金流率PVHSEB
| Q4 25 | -3.7% | 2.2% | ||
| Q3 25 | 8.4% | 6.0% | ||
| Q2 25 | -4.9% | -2.8% | ||
| Q1 25 | — | -5.6% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | -5.7% | ||
| Q1 24 | — | -3.9% |
资本支出强度PVHSEB
| Q4 25 | 1.8% | 5.6% | ||
| Q3 25 | 1.4% | 6.6% | ||
| Q2 25 | 1.3% | 6.1% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 6.0% | ||
| Q1 24 | — | 4.7% |
现金转化率PVHSEB
| Q4 25 | -10.60× | 0.74× | ||
| Q3 25 | 0.95× | 2.90× | ||
| Q2 25 | — | 0.78× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | — | 1.92× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.10× | ||
| Q1 24 | — | 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
PVH
| Sales Channel Salesto Wholesale Customers | $1.0B | 44% |
| Sales Channel Sales To Owned And Operated Retail Customers | $868.0M | 38% |
| Sales Channel Sales To Owned And Operated Digital Retail Customers | $186.6M | 8% |
| Licensing | $99.5M | 4% |
| Other | $75.8M | 3% |
| Heritage Brands | $51.3M | 2% |
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% |
