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SEABOARD CORP（SEB）与梯瓦制药（TEVA）财务数据对比。点击上方公司名可切换其他公司
梯瓦制药的季度营收约是SEABOARD CORP的2.0倍（$4.7B vs $2.4B），SEABOARD CORP净利率更高（10.6% vs 10.2%，领先0.4%），梯瓦制药同比增速更快（11.4% vs -2.9%），梯瓦制药自由现金流更多（$1.0B vs $53.0M），过去两年梯瓦制药的营收复合增速更高（11.1% vs 4.9%）
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。
梯瓦制药工业有限公司是以色列跨国制药企业，核心业务聚焦仿制药研发生产，同时布局品牌药、药用活性成分（API）业务，也小范围开展合同生产服务及对外授权合作相关业务。
SEB vs TEVA — 直观对比
营收规模更大
TEVA
是对方的2.0倍
$2.4B
营收增速更快
TEVA
高出14.3%
-2.9%
净利率更高
SEB
高出0.4%
10.2%
自由现金流更多
TEVA
多$963.0M
$53.0M
两年增速更快
TEVA
近两年复合增速
4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $4.7B |
| 净利润 | $255.0M | $481.0M |
| 毛利率 | 7.9% | 56.4% |
| 营业利润率 | 2.7% | 6.4% |
| 净利率 | 10.6% | 10.2% |
| 营收同比 | -2.9% | 11.4% |
| 净利润同比 | 63.5% | 321.7% |
| 每股收益（稀释后） | $262.58 | $0.42 |
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SEBTEVA
| Q4 25 | $2.4B | $4.7B | ||
| Q3 25 | $2.5B | $4.5B | ||
| Q2 25 | $2.5B | $4.2B | ||
| Q1 25 | $2.3B | $3.9B | ||
| Q4 24 | $2.5B | $4.2B | ||
| Q3 24 | $2.2B | $4.3B | ||
| Q2 24 | $2.2B | $4.2B | ||
| Q1 24 | $2.2B | $3.8B |
净利润SEBTEVA
| Q4 25 | $255.0M | $481.0M | ||
| Q3 25 | $110.0M | $433.0M | ||
| Q2 25 | $104.0M | $282.0M | ||
| Q1 25 | $32.0M | $214.0M | ||
| Q4 24 | $156.0M | $-217.0M | ||
| Q3 24 | $-149.0M | $-437.0M | ||
| Q2 24 | $61.0M | $-846.0M | ||
| Q1 24 | $22.0M | $-139.0M |
毛利率SEBTEVA
| Q4 25 | 7.9% | 56.4% | ||
| Q3 25 | 7.8% | 51.4% | ||
| Q2 25 | 6.5% | 50.3% | ||
| Q1 25 | 6.1% | 48.2% | ||
| Q4 24 | 9.0% | 50.2% | ||
| Q3 24 | 6.2% | 49.6% | ||
| Q2 24 | 5.8% | 48.6% | ||
| Q1 24 | 4.0% | 46.4% |
营业利润率SEBTEVA
| Q4 25 | 2.7% | 6.4% | ||
| Q3 25 | 3.3% | 19.7% | ||
| Q2 25 | 2.1% | 10.9% | ||
| Q1 25 | 1.6% | 13.3% | ||
| Q4 24 | 4.6% | -0.7% | ||
| Q3 24 | 1.4% | -1.2% | ||
| Q2 24 | 1.4% | -0.1% | ||
| Q1 24 | -0.9% | -5.7% |
净利率SEBTEVA
| Q4 25 | 10.6% | 10.2% | ||
| Q3 25 | 4.3% | 9.7% | ||
| Q2 25 | 4.2% | 6.8% | ||
| Q1 25 | 1.4% | 5.5% | ||
| Q4 24 | 6.3% | -5.1% | ||
| Q3 24 | -6.7% | -10.1% | ||
| Q2 24 | 2.8% | -20.3% | ||
| Q1 24 | 1.0% | -3.6% |
每股收益（稀释后）SEBTEVA
| Q4 25 | $262.58 | $0.42 | ||
| Q3 25 | $113.71 | $0.37 | ||
| Q2 25 | $105.22 | $0.24 | ||
| Q1 25 | $32.95 | $0.18 | ||
| Q4 24 | $158.58 | $-0.19 | ||
| Q3 24 | $-153.44 | $-0.39 | ||
| Q2 24 | $62.82 | $-0.75 | ||
| Q1 24 | $22.66 | $-0.12 |
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 | $3.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.2B | $7.9B |
| 总资产 | $8.2B | $40.7B |
| 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SEBTEVA
| Q4 25 | $1.2B | $3.6B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.1B | $2.2B | ||
| Q1 25 | $1.1B | $1.7B | ||
| Q4 24 | $1.2B | $3.3B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $1.2B | $2.3B | ||
| Q1 24 | $1.2B | $3.0B |
股东权益SEBTEVA
| Q4 25 | $5.2B | $7.9B | ||
| Q3 25 | $5.0B | $7.3B | ||
| Q2 25 | $4.8B | $6.8B | ||
| Q1 25 | $4.7B | $6.3B | ||
| Q4 24 | $4.7B | $5.4B | ||
| Q3 24 | $4.5B | $6.1B | ||
| Q2 24 | $4.7B | $6.4B | ||
| Q1 24 | $4.6B | $7.3B |
总资产SEBTEVA
| Q4 25 | $8.2B | $40.7B | ||
| Q3 25 | $8.0B | $39.9B | ||
| Q2 25 | $7.9B | $40.1B | ||
| Q1 25 | $7.6B | $38.4B | ||
| Q4 24 | $7.7B | $39.3B | ||
| Q3 24 | $7.5B | $41.8B | ||
| Q2 24 | $7.7B | $41.3B | ||
| Q1 24 | $7.6B | $42.8B |
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 | $1.2B |
| 自由现金流经营现金流 - 资本支出 | $53.0M | $1.0B |
| 自由现金流率自由现金流/营收 | 2.2% | 21.6% |
| 资本支出强度资本支出/营收 | 5.6% | 3.0% |
| 现金转化率经营现金流/净利润 | 0.74× | 2.41× |
| 过去12个月自由现金流最近4个季度 | $6.0M | $1.1B |
8季度趋势，按日历期对齐
经营现金流SEBTEVA
| Q4 25 | $188.0M | $1.2B | ||
| Q3 25 | $319.0M | $369.0M | ||
| Q2 25 | $81.0M | $227.0M | ||
| Q1 25 | $-20.0M | $-105.0M | ||
| Q4 24 | $300.0M | $575.0M | ||
| Q3 24 | $194.0M | $693.0M | ||
| Q2 24 | $6.0M | $103.0M | ||
| Q1 24 | $19.0M | $-124.0M |
自由现金流SEBTEVA
| Q4 25 | $53.0M | $1.0B | ||
| Q3 25 | $152.0M | $233.0M | ||
| Q2 25 | $-70.0M | $131.0M | ||
| Q1 25 | $-129.0M | $-232.0M | ||
| Q4 24 | $162.0M | $446.0M | ||
| Q3 24 | $58.0M | $545.0M | ||
| Q2 24 | $-127.0M | $6.0M | ||
| Q1 24 | $-85.0M | $-248.0M |
自由现金流率SEBTEVA
| Q4 25 | 2.2% | 21.6% | ||
| Q3 25 | 6.0% | 5.2% | ||
| Q2 25 | -2.8% | 3.1% | ||
| Q1 25 | -5.6% | -6.0% | ||
| Q4 24 | 6.5% | 10.5% | ||
| Q3 24 | 2.6% | 12.6% | ||
| Q2 24 | -5.7% | 0.1% | ||
| Q1 24 | -3.9% | -6.5% |
资本支出强度SEBTEVA
| Q4 25 | 5.6% | 3.0% | ||
| Q3 25 | 6.6% | 3.0% | ||
| Q2 25 | 6.1% | 2.3% | ||
| Q1 25 | 4.7% | 3.3% | ||
| Q4 24 | 5.6% | 3.1% | ||
| Q3 24 | 6.1% | 3.4% | ||
| Q2 24 | 6.0% | 2.3% | ||
| Q1 24 | 4.7% | 3.2% |
现金转化率SEBTEVA
| Q4 25 | 0.74× | 2.41× | ||
| Q3 25 | 2.90× | 0.85× | ||
| Q2 25 | 0.78× | 0.80× | ||
| Q1 25 | -0.63× | -0.49× | ||
| 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
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% |
TEVA
| Other | $2.0B | 42% |
| Generics Medicians Including Otc And Biosimilars | $672.0M | 14% |
| Other Products | $608.0M | 13% |
| License | $529.0M | 11% |
| Distribution Service | $366.0M | 8% |
| Other Activities | $227.0M | 5% |
| Ajovy | $106.0M | 2% |
| COPAXONE | $77.0M | 2% |
| Respiratory Product | $65.0M | 1% |
| Uzedy | $55.0M | 1% |
| Bendeka And Treanda | $36.0M | 1% |
