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Rocket Companies, Inc.（RKT）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Rocket Companies, Inc.的1.4倍（$3.8B vs $2.7B），史密斯菲尔德食品净利率更高（6.6% vs 2.5%，领先4.0%），Rocket Companies, Inc.同比增速更快（52.2% vs 0.8%），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% vs 5.5%）
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
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。
RKT vs SFD — 直观对比
营收规模更大
SFD
是对方的1.4倍
$2.7B
营收增速更快
RKT
高出51.4%
0.8%
净利率更高
SFD
高出4.0%
2.5%
两年增速更快
RKT
近两年复合增速
5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $3.8B |
| 净利润 | $68.0M | $249.0M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 6.3% | 8.8% |
| 净利率 | 2.5% | 6.6% |
| 营收同比 | 52.2% | 0.8% |
| 净利润同比 | 100.8% | 9.7% |
| 每股收益（稀释后） | $0.10 | — |
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RKTSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.7B | $4.2B | ||
| Q3 25 | $1.6B | $3.7B | ||
| Q2 25 | $1.4B | $3.8B | ||
| Q1 25 | $1.0B | $3.8B | ||
| Q4 24 | $1.8B | $4.0B | ||
| Q3 24 | $646.9M | $3.3B | ||
| Q2 24 | $1.3B | $3.4B |
净利润RKTSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $68.0M | $327.0M | ||
| Q3 25 | $-123.9M | $248.0M | ||
| Q2 25 | $-1.8M | $188.0M | ||
| Q1 25 | $-10.4M | $224.0M | ||
| Q4 24 | $33.9M | $205.0M | ||
| Q3 24 | $-22.0M | $291.0M | ||
| Q2 24 | $1.3M | $301.0M |
毛利率RKTSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | 12.8% | ||
| Q2 25 | — | 13.2% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | 58.9% | 13.5% | ||
| Q3 24 | -8.4% | 14.3% | ||
| Q2 24 | 47.4% | 15.4% |
营业利润率RKTSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 6.3% | 9.5% | ||
| Q3 25 | -11.5% | 8.3% | ||
| Q2 25 | 1.8% | 6.9% | ||
| Q1 25 | -21.5% | 8.5% | ||
| Q4 24 | 38.1% | 8.5% | ||
| Q3 24 | -76.9% | 8.5% | ||
| Q2 24 | 14.8% | 9.8% |
净利率RKTSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 2.5% | 7.7% | ||
| Q3 25 | -7.7% | 6.6% | ||
| Q2 25 | -0.1% | 5.0% | ||
| Q1 25 | -1.0% | 5.9% | ||
| Q4 24 | 1.9% | 5.2% | ||
| Q3 24 | -3.4% | 8.7% | ||
| Q2 24 | 0.1% | 8.8% |
每股收益（稀释后）RKTSFD
| Q1 26 | — | — | ||
| Q4 25 | $0.10 | $0.83 | ||
| Q3 25 | $-0.06 | $0.63 | ||
| Q2 25 | $-0.01 | $0.48 | ||
| Q1 25 | $-0.08 | $0.57 | ||
| Q4 24 | $0.28 | $0.54 | ||
| Q3 24 | $-0.19 | $0.77 | ||
| Q2 24 | $0.01 | $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 | $2.7B | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $6.9B |
| 总资产 | $60.7B | $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RKTSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.7B | — | ||
| Q3 25 | $5.8B | — | ||
| Q2 25 | $5.1B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $1.3B | — |
总债务RKTSFD
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益RKTSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $22.9B | $6.8B | ||
| Q3 25 | $8.9B | $6.5B | ||
| Q2 25 | $7.4B | $6.3B | ||
| Q1 25 | $8.6B | $6.2B | ||
| Q4 24 | $9.0B | $5.8B | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.8B | — |
总资产RKTSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $60.7B | $12.2B | ||
| Q3 25 | $33.6B | $11.5B | ||
| Q2 25 | $30.4B | $11.2B | ||
| Q1 25 | $25.3B | $11.1B | ||
| Q4 24 | $24.5B | $11.1B | ||
| Q3 24 | $25.1B | — | ||
| Q2 24 | $23.6B | — |
负债/权益比RKTSFD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.32× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 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 | $-1.2B | — |
| 自由现金流经营现金流 - 资本支出 | $-1.3B | — |
| 自由现金流率自由现金流/营收 | -47.2% | — |
| 资本支出强度资本支出/营收 | 1.5% | 2.3% |
| 现金转化率经营现金流/净利润 | -18.08× | — |
| 过去12个月自由现金流最近4个季度 | $-4.0B | — |
8季度趋势，按日历期对齐
经营现金流RKTSFD
| Q1 26 | — | — | ||
| Q4 25 | $-1.2B | $938.0M | ||
| Q3 25 | $-50.3M | $13.0M | ||
| Q2 25 | $-1.9B | $274.0M | ||
| Q1 25 | $-797.0M | $-166.0M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $-1.3B | — | ||
| Q2 24 | $-122.3M | — |
自由现金流RKTSFD
| Q1 26 | — | — | ||
| Q4 25 | $-1.3B | $842.0M | ||
| Q3 25 | $-71.8M | $-75.0M | ||
| Q2 25 | $-1.9B | $196.0M | ||
| Q1 25 | $-811.0M | $-245.0M | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $-1.4B | — | ||
| Q2 24 | $-138.3M | — |
自由现金流率RKTSFD
| Q1 26 | — | — | ||
| Q4 25 | -47.2% | 19.9% | ||
| Q3 25 | -4.5% | -2.0% | ||
| Q2 25 | -137.2% | 5.2% | ||
| Q1 25 | -78.2% | -6.5% | ||
| Q4 24 | 103.1% | — | ||
| Q3 24 | -209.6% | — | ||
| Q2 24 | -10.6% | — |
资本支出强度RKTSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.5% | 2.3% | ||
| Q3 25 | 1.3% | 2.3% | ||
| Q2 25 | 1.1% | 2.1% | ||
| Q1 25 | 1.4% | 2.1% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 2.9% | 2.8% | ||
| Q2 24 | 1.2% | 2.3% |
现金转化率RKTSFD
| Q1 26 | — | — | ||
| Q4 25 | -18.08× | 2.87× | ||
| Q3 25 | — | 0.05× | ||
| Q2 25 | — | 1.46× | ||
| Q1 25 | — | -0.74× | ||
| Q4 24 | 54.42× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -94.46× | — |
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
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
SFD
暂无分部数据
