vs
拉夫劳伦（RL）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拉夫劳伦的1.6倍（$3.8B vs $2.4B），拉夫劳伦净利率更高（15.0% vs 6.6%，领先8.5%），拉夫劳伦同比增速更快（12.2% vs 0.8%），过去两年拉夫劳伦的营收复合增速更高（23.9% vs 6.8%）
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。
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。
RL vs SFD — 直观对比
营收规模更大
SFD
是对方的1.6倍
$2.4B
营收增速更快
RL
高出11.5%
0.8%
净利率更高
RL
高出8.5%
6.6%
两年增速更快
RL
近两年复合增速
6.8%
损益表 — Q3 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $3.8B |
| 净利润 | $361.6M | $249.0M |
| 毛利率 | 69.9% | 13.4% |
| 营业利润率 | 19.6% | 8.8% |
| 净利率 | 15.0% | 6.6% |
| 营收同比 | 12.2% | 0.8% |
| 净利润同比 | 21.6% | 9.8% |
| 每股收益（稀释后） | $5.82 | — |
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RLSFD
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.4B | $4.2B | ||
| Q3 25 | $2.0B | $3.7B | ||
| Q2 25 | $1.7B | $3.8B | ||
| Q1 25 | $1.7B | $3.8B | ||
| Q4 24 | $2.1B | $4.0B | ||
| Q3 24 | $1.7B | $3.3B | ||
| Q2 24 | $1.5B | — |
净利润RLSFD
| Q1 26 | — | $249.0M | ||
| Q4 25 | $361.6M | $327.0M | ||
| Q3 25 | $207.5M | $248.0M | ||
| Q2 25 | $220.4M | $188.0M | ||
| Q1 25 | $129.0M | $224.0M | ||
| Q4 24 | $297.4M | $205.0M | ||
| Q3 24 | $147.9M | $291.0M | ||
| Q2 24 | $168.6M | — |
毛利率RLSFD
| Q1 26 | — | 13.4% | ||
| Q4 25 | 69.9% | 14.2% | ||
| Q3 25 | 68.0% | 12.8% | ||
| Q2 25 | 72.3% | 13.2% | ||
| Q1 25 | 68.7% | 13.5% | ||
| Q4 24 | 68.4% | 13.5% | ||
| Q3 24 | 67.0% | 14.3% | ||
| Q2 24 | 70.5% | — |
营业利润率RLSFD
| Q1 26 | — | 8.8% | ||
| Q4 25 | 19.6% | 9.5% | ||
| Q3 25 | 12.2% | 8.3% | ||
| Q2 25 | 15.9% | 6.9% | ||
| Q1 25 | 9.1% | 8.5% | ||
| Q4 24 | 18.2% | 8.5% | ||
| Q3 24 | 10.4% | 8.5% | ||
| Q2 24 | 13.8% | — |
净利率RLSFD
| Q1 26 | — | 6.6% | ||
| Q4 25 | 15.0% | 7.7% | ||
| Q3 25 | 10.3% | 6.6% | ||
| Q2 25 | 12.8% | 5.0% | ||
| Q1 25 | 7.6% | 5.9% | ||
| Q4 24 | 13.9% | 5.2% | ||
| Q3 24 | 8.6% | 8.7% | ||
| Q2 24 | 11.1% | — |
每股收益（稀释后）RLSFD
| Q1 26 | — | — | ||
| Q4 25 | $5.82 | $0.83 | ||
| Q3 25 | $3.32 | $0.63 | ||
| Q2 25 | $3.52 | $0.48 | ||
| Q1 25 | $2.03 | $0.57 | ||
| Q4 24 | $4.66 | $0.54 | ||
| Q3 24 | $2.31 | $0.77 | ||
| Q2 24 | $2.61 | — |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $6.9B |
| 总资产 | $7.8B | $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RLSFD
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.8B | — |
总债务RLSFD
| 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RLSFD
| Q1 26 | — | $6.9B | ||
| Q4 25 | $2.9B | $6.8B | ||
| Q3 25 | $2.6B | $6.5B | ||
| Q2 25 | $2.5B | $6.3B | ||
| Q1 25 | $2.6B | $6.2B | ||
| Q4 24 | $2.5B | $5.8B | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — |
总资产RLSFD
| Q1 26 | — | $12.0B | ||
| Q4 25 | $7.8B | $12.2B | ||
| Q3 25 | $7.3B | $11.5B | ||
| Q2 25 | $7.8B | $11.2B | ||
| Q1 25 | $7.0B | $11.1B | ||
| Q4 24 | $7.1B | $11.1B | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.6B | — |
负债/权益比RLSFD
| 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 | $779.6M | — |
| 自由现金流经营现金流 - 资本支出 | $704.0M | — |
| 自由现金流率自由现金流/营收 | 29.3% | — |
| 资本支出强度资本支出/营收 | 3.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $694.5M | — |
8季度趋势，按日历期对齐
经营现金流RLSFD
| Q1 26 | — | — | ||
| Q4 25 | $779.6M | $938.0M | ||
| Q3 25 | $53.2M | $13.0M | ||
| Q2 25 | $176.1M | $274.0M | ||
| Q1 25 | $122.2M | $-166.0M | ||
| Q4 24 | $738.4M | — | ||
| Q3 24 | $97.2M | — | ||
| Q2 24 | $277.3M | — |
自由现金流RLSFD
| Q1 26 | — | — | ||
| Q4 25 | $704.0M | $842.0M | ||
| Q3 25 | $-40.6M | $-75.0M | ||
| Q2 25 | $-11.2M | $196.0M | ||
| Q1 25 | $42.3M | $-245.0M | ||
| Q4 24 | $677.2M | — | ||
| Q3 24 | $55.5M | — | ||
| Q2 24 | $243.9M | — |
自由现金流率RLSFD
| Q1 26 | — | — | ||
| Q4 25 | 29.3% | 19.9% | ||
| Q3 25 | -2.0% | -2.0% | ||
| Q2 25 | -0.7% | 5.2% | ||
| Q1 25 | 2.5% | -6.5% | ||
| Q4 24 | 31.6% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 16.1% | — |
资本支出强度RLSFD
| Q1 26 | — | 2.3% | ||
| Q4 25 | 3.1% | 2.3% | ||
| Q3 25 | 4.7% | 2.3% | ||
| Q2 25 | 10.9% | 2.1% | ||
| Q1 25 | 4.7% | 2.1% | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 2.4% | 2.8% | ||
| Q2 24 | 2.2% | — |
现金转化率RLSFD
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 2.87× | ||
| Q3 25 | 0.26× | 0.05× | ||
| Q2 25 | 0.80× | 1.46× | ||
| Q1 25 | 0.95× | -0.74× | ||
| Q4 24 | 2.48× | — | ||
| Q3 24 | 0.66× | — | ||
| Q2 24 | 1.64× | — |
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
SFD
| Packaged Meats | $2.1B | 57% |
| Other | $863.0M | 23% |
| Hog Production | $769.0M | 20% |
| inter-segment sales eliminations | $19.0M | 1% |
