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史密斯菲尔德食品（SFD）与Universal Health Services（UHS）财务数据对比。点击上方公司名可切换其他公司
Universal Health Services的季度营收约是史密斯菲尔德食品的1.2倍（$4.5B vs $3.8B），Universal Health Services净利率更高（8.0% vs 6.6%，领先1.4%），Universal Health Services同比增速更快（8.2% vs 0.8%），过去两年Universal Health Services的营收复合增速更高（7.3% vs 5.5%）
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。
Universal Health Services（简称UHS）是美国财富500强企业，总部位于宾夕法尼亚州普鲁士王市，主营医院运营及各类医疗健康服务，2024年公布的总营收达158亿美元，在全球医疗服务领域具备较强的市场影响力。
SFD vs UHS — 直观对比
营收规模更大
UHS
是对方的1.2倍
$3.8B
营收增速更快
UHS
高出7.4%
0.8%
净利率更高
UHS
高出1.4%
6.6%
两年增速更快
UHS
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $4.5B |
| 净利润 | $249.0M | $358.7M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 8.8% | 11.2% |
| 净利率 | 6.6% | 8.0% |
| 营收同比 | 0.8% | 8.2% |
| 净利润同比 | 9.7% | 11.5% |
| 每股收益（稀释后） | — | $5.65 |
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SFDUHS
| Q1 26 | $3.8B | $4.5B | ||
| Q4 25 | $4.2B | $4.5B | ||
| Q3 25 | $3.7B | $4.5B | ||
| Q2 25 | $3.8B | $4.3B | ||
| Q1 25 | $3.8B | $4.1B | ||
| Q4 24 | $4.0B | $4.1B | ||
| Q3 24 | $3.3B | $4.0B | ||
| Q2 24 | $3.4B | $3.9B |
净利润SFDUHS
| Q1 26 | $249.0M | $358.7M | ||
| Q4 25 | $327.0M | $445.9M | ||
| Q3 25 | $248.0M | $373.0M | ||
| Q2 25 | $188.0M | $353.2M | ||
| Q1 25 | $224.0M | $316.7M | ||
| Q4 24 | $205.0M | $332.4M | ||
| Q3 24 | $291.0M | $258.7M | ||
| Q2 24 | $301.0M | $289.2M |
毛利率SFDUHS
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.2% | — | ||
| Q3 25 | 12.8% | — | ||
| Q2 25 | 13.2% | — | ||
| Q1 25 | 13.5% | — | ||
| Q4 24 | 13.5% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | 15.4% | — |
营业利润率SFDUHS
| Q1 26 | 8.8% | 11.2% | ||
| Q4 25 | 9.5% | 11.5% | ||
| Q3 25 | 8.3% | 11.6% | ||
| Q2 25 | 6.9% | 11.7% | ||
| Q1 25 | 8.5% | 11.1% | ||
| Q4 24 | 8.5% | 11.5% | ||
| Q3 24 | 8.5% | 9.7% | ||
| Q2 24 | 9.8% | 11.2% |
净利率SFDUHS
| Q1 26 | 6.6% | 8.0% | ||
| Q4 25 | 7.7% | 9.9% | ||
| Q3 25 | 6.6% | 8.3% | ||
| Q2 25 | 5.0% | 8.2% | ||
| Q1 25 | 5.9% | 7.7% | ||
| Q4 24 | 5.2% | 8.1% | ||
| Q3 24 | 8.7% | 6.5% | ||
| Q2 24 | 8.8% | 7.4% |
每股收益（稀释后）SFDUHS
| Q1 26 | — | $5.65 | ||
| Q4 25 | $0.83 | $7.01 | ||
| Q3 25 | $0.63 | $5.86 | ||
| Q2 25 | $0.48 | $5.43 | ||
| Q1 25 | $0.57 | $4.80 | ||
| Q4 24 | $0.54 | $4.94 | ||
| Q3 24 | $0.77 | $3.80 | ||
| Q2 24 | $0.79 | $4.26 |
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 | $1.4B | $119.0M |
| 总债务越低越好 | — | $4.7B |
| 股东权益账面价值 | $6.9B | $7.5B |
| 总资产 | $12.0B | $15.7B |
| 负债/权益比越低杠杆越低 | — | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资SFDUHS
| Q1 26 | $1.4B | $119.0M | ||
| Q4 25 | — | $137.8M | ||
| Q3 25 | — | $112.9M | ||
| Q2 25 | — | $137.6M | ||
| Q1 25 | — | $126.8M | ||
| Q4 24 | — | $126.0M | ||
| Q3 24 | — | $106.1M | ||
| Q2 24 | — | $128.8M |
总债务SFDUHS
| Q1 26 | — | $4.7B | ||
| Q4 25 | $2.0B | $4.8B | ||
| Q3 25 | $2.0B | $4.7B | ||
| Q2 25 | $2.0B | $4.6B | ||
| Q1 25 | $2.0B | $4.6B | ||
| Q4 24 | $2.0B | $4.5B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.5B |
股东权益SFDUHS
| Q1 26 | $6.9B | $7.5B | ||
| Q4 25 | $6.8B | $7.3B | ||
| Q3 25 | $6.5B | $7.2B | ||
| Q2 25 | $6.3B | $7.0B | ||
| Q1 25 | $6.2B | $6.8B | ||
| Q4 24 | $5.8B | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
总资产SFDUHS
| Q1 26 | $12.0B | $15.7B | ||
| Q4 25 | $12.2B | $15.5B | ||
| Q3 25 | $11.5B | $15.3B | ||
| Q2 25 | $11.2B | $15.0B | ||
| Q1 25 | $11.1B | $14.9B | ||
| Q4 24 | $11.1B | $14.5B | ||
| Q3 24 | — | $14.4B | ||
| Q2 24 | — | $14.1B |
负债/权益比SFDUHS
| Q1 26 | — | 0.63× | ||
| Q4 25 | 0.29× | 0.65× | ||
| Q3 25 | 0.31× | 0.66× | ||
| Q2 25 | 0.32× | 0.65× | ||
| Q1 25 | 0.32× | 0.68× | ||
| Q4 24 | 0.34× | 0.68× | ||
| Q3 24 | — | 0.71× | ||
| Q2 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 | — | $401.6M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 2.3% | 4.8% |
| 现金转化率经营现金流/净利润 | — | 1.12× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SFDUHS
| Q1 26 | — | $401.6M | ||
| Q4 25 | $938.0M | $574.7M | ||
| Q3 25 | $13.0M | $380.7M | ||
| Q2 25 | $274.0M | $549.0M | ||
| Q1 25 | $-166.0M | $360.0M | ||
| Q4 24 | — | $658.4M | ||
| Q3 24 | — | $333.0M | ||
| Q2 24 | — | $679.3M |
自由现金流SFDUHS
| Q1 26 | — | — | ||
| Q4 25 | $842.0M | $293.5M | ||
| Q3 25 | $-75.0M | $151.8M | ||
| Q2 25 | $196.0M | $283.0M | ||
| Q1 25 | $-245.0M | $121.0M | ||
| Q4 24 | — | $412.5M | ||
| Q3 24 | — | $85.0M | ||
| Q2 24 | — | $437.9M |
自由现金流率SFDUHS
| Q1 26 | — | — | ||
| Q4 25 | 19.9% | 6.5% | ||
| Q3 25 | -2.0% | 3.4% | ||
| Q2 25 | 5.2% | 6.6% | ||
| Q1 25 | -6.5% | 3.0% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 11.2% |
资本支出强度SFDUHS
| Q1 26 | 2.3% | 4.8% | ||
| Q4 25 | 2.3% | 6.3% | ||
| Q3 25 | 2.3% | 5.1% | ||
| Q2 25 | 2.1% | 6.2% | ||
| Q1 25 | 2.1% | 5.8% | ||
| Q4 24 | 2.1% | 6.0% | ||
| Q3 24 | 2.8% | 6.3% | ||
| Q2 24 | 2.3% | 6.2% |
现金转化率SFDUHS
| Q1 26 | — | 1.12× | ||
| Q4 25 | 2.87× | 1.29× | ||
| Q3 25 | 0.05× | 1.02× | ||
| Q2 25 | 1.46× | 1.55× | ||
| Q1 25 | -0.74× | 1.14× | ||
| Q4 24 | — | 1.98× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 2.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
