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SEABOARD CORP(SEB)与史丹利百得(SWK)财务数据对比。点击上方公司名可切换其他公司
史丹利百得的季度营收约是SEABOARD CORP的1.6倍($3.8B vs $2.4B),SEABOARD CORP净利率更高(10.6% vs 1.4%,领先9.2%),史丹利百得同比增速更快(0.1% vs -2.9%),史丹利百得自由现金流更多($155.3M vs $53.0M),过去两年SEABOARD CORP的营收复合增速更高(4.9% vs 0.3%)
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。
史丹利百得是美国知名的工业工具、家用五金产品制造商,同时提供安防类产品,前身为史丹利工具有限公司,由史丹利与百得于2010年3月12日合并而来,总部位于康涅狄格州大哈特福德地区的新不列颠市。
SEB vs SWK — 直观对比
营收规模更大
SWK
是对方的1.6倍
$2.4B
营收增速更快
SWK
高出3.0%
-2.9%
净利率更高
SEB
高出9.2%
1.4%
自由现金流更多
SWK
多$102.3M
$53.0M
两年增速更快
SEB
近两年复合增速
0.3%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $3.8B |
| 净利润 | $255.0M | $51.4M |
| 毛利率 | 7.9% | 31.4% |
| 营业利润率 | 2.7% | — |
| 净利率 | 10.6% | 1.4% |
| 营收同比 | -2.9% | 0.1% |
| 净利润同比 | 63.5% | -43.6% |
| 每股收益(稀释后) | $262.58 | $0.34 |
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
SEB
SWK
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.5B | $3.8B | ||
| Q2 25 | $2.5B | $3.9B | ||
| Q1 25 | $2.3B | $3.7B | ||
| Q4 24 | $2.5B | $3.7B | ||
| Q3 24 | $2.2B | $3.8B | ||
| Q2 24 | $2.2B | $4.0B | ||
| Q1 24 | $2.2B | $3.9B |
净利润
SEB
SWK
| Q4 25 | $255.0M | — | ||
| Q3 25 | $110.0M | $51.4M | ||
| Q2 25 | $104.0M | $101.9M | ||
| Q1 25 | $32.0M | $90.4M | ||
| Q4 24 | $156.0M | $194.9M | ||
| Q3 24 | $-149.0M | $91.1M | ||
| Q2 24 | $61.0M | $-11.2M | ||
| Q1 24 | $22.0M | $19.5M |
毛利率
SEB
SWK
| Q4 25 | 7.9% | — | ||
| Q3 25 | 7.8% | 31.4% | ||
| Q2 25 | 6.5% | 27.0% | ||
| Q1 25 | 6.1% | 29.9% | ||
| Q4 24 | 9.0% | 30.8% | ||
| Q3 24 | 6.2% | 29.9% | ||
| Q2 24 | 5.8% | 28.4% | ||
| Q1 24 | 4.0% | 28.6% |
营业利润率
SEB
SWK
| Q4 25 | 2.7% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 4.6% | 3.4% | ||
| Q3 24 | 1.4% | 10.6% | ||
| Q2 24 | 1.4% | 9.5% | ||
| Q1 24 | -0.9% | 8.3% |
净利率
SEB
SWK
| Q4 25 | 10.6% | — | ||
| Q3 25 | 4.3% | 1.4% | ||
| Q2 25 | 4.2% | 2.6% | ||
| Q1 25 | 1.4% | 2.4% | ||
| Q4 24 | 6.3% | 5.2% | ||
| Q3 24 | -6.7% | 2.4% | ||
| Q2 24 | 2.8% | -0.3% | ||
| Q1 24 | 1.0% | 0.5% |
每股收益(稀释后)
SEB
SWK
| Q4 25 | $262.58 | — | ||
| Q3 25 | $113.71 | $0.34 | ||
| Q2 25 | $105.22 | $0.67 | ||
| Q1 25 | $32.95 | $0.60 | ||
| Q4 24 | $158.58 | $1.29 | ||
| Q3 24 | $-153.44 | $0.60 | ||
| Q2 24 | $62.82 | $-0.07 | ||
| Q1 24 | $22.66 | $0.13 |
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 | $1.2B | $268.3M |
| 总债务越低越好 | — | $5.3B |
| 股东权益账面价值 | $5.2B | $9.0B |
| 总资产 | $8.2B | $21.8B |
| 负债/权益比越低杠杆越低 | — | 0.59× |
8季度趋势,按日历期对齐
现金及短期投资
SEB
SWK
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $268.3M | ||
| Q2 25 | $1.1B | $311.8M | ||
| Q1 25 | $1.1B | $344.8M | ||
| Q4 24 | $1.2B | $290.5M | ||
| Q3 24 | $1.2B | $298.7M | ||
| Q2 24 | $1.2B | $318.5M | ||
| Q1 24 | $1.2B | $476.6M |
总债务
SEB
SWK
| Q4 25 | — | — | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | — | $5.6B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.1B | ||
| Q2 24 | — | $6.1B | ||
| Q1 24 | — | $6.1B |
股东权益
SEB
SWK
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.0B | $9.0B | ||
| Q2 25 | $4.8B | $9.1B | ||
| Q1 25 | $4.7B | $8.8B | ||
| Q4 24 | $4.7B | $8.7B | ||
| Q3 24 | $4.5B | $8.9B | ||
| Q2 24 | $4.7B | $8.7B | ||
| Q1 24 | $4.6B | $8.9B |
总资产
SEB
SWK
| Q4 25 | $8.2B | — | ||
| Q3 25 | $8.0B | $21.8B | ||
| Q2 25 | $7.9B | $22.5B | ||
| Q1 25 | $7.6B | $22.5B | ||
| Q4 24 | $7.7B | $21.8B | ||
| Q3 24 | $7.5B | $22.5B | ||
| Q2 24 | $7.7B | $22.5B | ||
| Q1 24 | $7.6B | $23.9B |
负债/权益比
SEB
SWK
| Q4 25 | — | — | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 0.63× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.69× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.69× |
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 | $188.0M | $221.2M |
| 自由现金流经营现金流 - 资本支出 | $53.0M | $155.3M |
| 自由现金流率自由现金流/营收 | 2.2% | 4.1% |
| 资本支出强度资本支出/营收 | 5.6% | 1.8% |
| 现金转化率经营现金流/净利润 | 0.74× | 4.30× |
| 过去12个月自由现金流最近4个季度 | $6.0M | $369.6M |
8季度趋势,按日历期对齐
经营现金流
SEB
SWK
| Q4 25 | $188.0M | — | ||
| Q3 25 | $319.0M | $221.2M | ||
| Q2 25 | $81.0M | $214.3M | ||
| Q1 25 | $-20.0M | $-420.0M | ||
| Q4 24 | $300.0M | $679.1M | ||
| Q3 24 | $194.0M | $285.8M | ||
| Q2 24 | $6.0M | $573.0M | ||
| Q1 24 | $19.0M | $-431.0M |
自由现金流
SEB
SWK
| Q4 25 | $53.0M | — | ||
| Q3 25 | $152.0M | $155.3M | ||
| Q2 25 | $-70.0M | $134.7M | ||
| Q1 25 | $-129.0M | $-485.0M | ||
| Q4 24 | $162.0M | $564.6M | ||
| Q3 24 | $58.0M | $199.3M | ||
| Q2 24 | $-127.0M | $485.8M | ||
| Q1 24 | $-85.0M | $-496.7M |
自由现金流率
SEB
SWK
| Q4 25 | 2.2% | — | ||
| Q3 25 | 6.0% | 4.1% | ||
| Q2 25 | -2.8% | 3.4% | ||
| Q1 25 | -5.6% | -13.0% | ||
| Q4 24 | 6.5% | 15.2% | ||
| Q3 24 | 2.6% | 5.3% | ||
| Q2 24 | -5.7% | 12.1% | ||
| Q1 24 | -3.9% | -12.8% |
资本支出强度
SEB
SWK
| Q4 25 | 5.6% | — | ||
| Q3 25 | 6.6% | 1.8% | ||
| Q2 25 | 6.1% | 2.0% | ||
| Q1 25 | 4.7% | 1.7% | ||
| Q4 24 | 5.6% | 3.1% | ||
| Q3 24 | 6.1% | 2.3% | ||
| Q2 24 | 6.0% | 2.2% | ||
| Q1 24 | 4.7% | 1.7% |
现金转化率
SEB
SWK
| Q4 25 | 0.74× | — | ||
| Q3 25 | 2.90× | 4.30× | ||
| Q2 25 | 0.78× | 2.10× | ||
| Q1 25 | -0.63× | -4.65× | ||
| Q4 24 | 1.92× | 3.48× | ||
| Q3 24 | — | 3.14× | ||
| Q2 24 | 0.10× | — | ||
| Q1 24 | 0.86× | -22.10× |
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
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% |
SWK
| Tools And Outdoor Segment | $3.3B | 87% |
| Engineered Fastening Segment | $500.5M | 13% |