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拉夫劳伦（RL）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的季度营收约是拉夫劳伦的1.0倍（$2.4B vs $2.4B），拉夫劳伦净利率更高（15.0% vs 10.6%，领先4.4%），拉夫劳伦同比增速更快（12.2% vs -2.9%），拉夫劳伦自由现金流更多（$704.0M vs $53.0M），过去两年拉夫劳伦的营收复合增速更高（23.9% vs 4.9%）
拉夫劳伦是源自美国的跨国时尚巨头，旗下同名高端时尚品牌风靡全球，企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官，仍留任执行董事长兼首席创意官，主导品牌创意与整体发展方向。
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。
RL vs SEB — 直观对比
营收规模更大
SEB
是对方的1.0倍
$2.4B
营收增速更快
RL
高出15.1%
-2.9%
净利率更高
RL
高出4.4%
10.6%
自由现金流更多
RL
多$651.0M
$53.0M
两年增速更快
RL
近两年复合增速
4.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $2.4B |
| 净利润 | $361.6M | $255.0M |
| 毛利率 | 69.9% | 7.9% |
| 营业利润率 | 19.6% | 2.7% |
| 净利率 | 15.0% | 10.6% |
| 营收同比 | 12.2% | -2.9% |
| 净利润同比 | 21.6% | 63.5% |
| 每股收益（稀释后） | $5.82 | $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RLSEB
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.0B | $2.5B | ||
| Q2 25 | $1.7B | $2.5B | ||
| Q1 25 | $1.7B | $2.3B | ||
| Q4 24 | $2.1B | $2.5B | ||
| Q3 24 | $1.7B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B | ||
| Q1 24 | $1.6B | $2.2B |
净利润RLSEB
| Q4 25 | $361.6M | $255.0M | ||
| Q3 25 | $207.5M | $110.0M | ||
| Q2 25 | $220.4M | $104.0M | ||
| Q1 25 | $129.0M | $32.0M | ||
| Q4 24 | $297.4M | $156.0M | ||
| Q3 24 | $147.9M | $-149.0M | ||
| Q2 24 | $168.6M | $61.0M | ||
| Q1 24 | $90.7M | $22.0M |
毛利率RLSEB
| Q4 25 | 69.9% | 7.9% | ||
| Q3 25 | 68.0% | 7.8% | ||
| Q2 25 | 72.3% | 6.5% | ||
| Q1 25 | 68.7% | 6.1% | ||
| Q4 24 | 68.4% | 9.0% | ||
| Q3 24 | 67.0% | 6.2% | ||
| Q2 24 | 70.5% | 5.8% | ||
| Q1 24 | 66.6% | 4.0% |
营业利润率RLSEB
| Q4 25 | 19.6% | 2.7% | ||
| Q3 25 | 12.2% | 3.3% | ||
| Q2 25 | 15.9% | 2.1% | ||
| Q1 25 | 9.1% | 1.6% | ||
| Q4 24 | 18.2% | 4.6% | ||
| Q3 24 | 10.4% | 1.4% | ||
| Q2 24 | 13.8% | 1.4% | ||
| Q1 24 | 6.9% | -0.9% |
净利率RLSEB
| Q4 25 | 15.0% | 10.6% | ||
| Q3 25 | 10.3% | 4.3% | ||
| Q2 25 | 12.8% | 4.2% | ||
| Q1 25 | 7.6% | 1.4% | ||
| Q4 24 | 13.9% | 6.3% | ||
| Q3 24 | 8.6% | -6.7% | ||
| Q2 24 | 11.1% | 2.8% | ||
| Q1 24 | 5.8% | 1.0% |
每股收益（稀释后）RLSEB
| Q4 25 | $5.82 | $262.58 | ||
| Q3 25 | $3.32 | $113.71 | ||
| Q2 25 | $3.52 | $105.22 | ||
| Q1 25 | $2.03 | $32.95 | ||
| Q4 24 | $4.66 | $158.58 | ||
| Q3 24 | $2.31 | $-153.44 | ||
| Q2 24 | $2.61 | $62.82 | ||
| Q1 24 | $1.37 | $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 | $2.3B | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $5.2B |
| 总资产 | $7.8B | $8.2B |
| 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RLSEB
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $2.3B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B | ||
| Q1 24 | $1.8B | $1.2B |
股东权益RLSEB
| Q4 25 | $2.9B | $5.2B | ||
| Q3 25 | $2.6B | $5.0B | ||
| Q2 25 | $2.5B | $4.8B | ||
| Q1 25 | $2.6B | $4.7B | ||
| Q4 24 | $2.5B | $4.7B | ||
| Q3 24 | $2.4B | $4.5B | ||
| Q2 24 | $2.4B | $4.7B | ||
| Q1 24 | $2.5B | $4.6B |
总资产RLSEB
| Q4 25 | $7.8B | $8.2B | ||
| Q3 25 | $7.3B | $8.0B | ||
| Q2 25 | $7.8B | $7.9B | ||
| Q1 25 | $7.0B | $7.6B | ||
| Q4 24 | $7.1B | $7.7B | ||
| Q3 24 | $6.8B | $7.5B | ||
| Q2 24 | $6.6B | $7.7B | ||
| Q1 24 | $6.6B | $7.6B |
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 | $779.6M | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $704.0M | $53.0M |
| 自由现金流率自由现金流/营收 | 29.3% | 2.2% |
| 资本支出强度资本支出/营收 | 3.1% | 5.6% |
| 现金转化率经营现金流/净利润 | 2.16× | 0.74× |
| 过去12个月自由现金流最近4个季度 | $694.5M | $6.0M |
8季度趋势，按日历期对齐
经营现金流RLSEB
| Q4 25 | $779.6M | $188.0M | ||
| Q3 25 | $53.2M | $319.0M | ||
| Q2 25 | $176.1M | $81.0M | ||
| Q1 25 | $122.2M | $-20.0M | ||
| Q4 24 | $738.4M | $300.0M | ||
| Q3 24 | $97.2M | $194.0M | ||
| Q2 24 | $277.3M | $6.0M | ||
| Q1 24 | — | $19.0M |
自由现金流RLSEB
| Q4 25 | $704.0M | $53.0M | ||
| Q3 25 | $-40.6M | $152.0M | ||
| Q2 25 | $-11.2M | $-70.0M | ||
| Q1 25 | $42.3M | $-129.0M | ||
| Q4 24 | $677.2M | $162.0M | ||
| Q3 24 | $55.5M | $58.0M | ||
| Q2 24 | $243.9M | $-127.0M | ||
| Q1 24 | — | $-85.0M |
自由现金流率RLSEB
| Q4 25 | 29.3% | 2.2% | ||
| Q3 25 | -2.0% | 6.0% | ||
| Q2 25 | -0.7% | -2.8% | ||
| Q1 25 | 2.5% | -5.6% | ||
| Q4 24 | 31.6% | 6.5% | ||
| Q3 24 | 3.2% | 2.6% | ||
| Q2 24 | 16.1% | -5.7% | ||
| Q1 24 | — | -3.9% |
资本支出强度RLSEB
| Q4 25 | 3.1% | 5.6% | ||
| Q3 25 | 4.7% | 6.6% | ||
| Q2 25 | 10.9% | 6.1% | ||
| Q1 25 | 4.7% | 4.7% | ||
| Q4 24 | 2.9% | 5.6% | ||
| Q3 24 | 2.4% | 6.1% | ||
| Q2 24 | 2.2% | 6.0% | ||
| Q1 24 | — | 4.7% |
现金转化率RLSEB
| Q4 25 | 2.16× | 0.74× | ||
| Q3 25 | 0.26× | 2.90× | ||
| Q2 25 | 0.80× | 0.78× | ||
| Q1 25 | 0.95× | -0.63× | ||
| Q4 24 | 2.48× | 1.92× | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 1.64× | 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
RL
暂无分部数据
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% |
