vs
史密斯菲尔德食品(SFD)与标普全球(VG)财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是史密斯菲尔德食品的1.2倍($4.6B vs $3.8B),标普全球净利率更高(13.6% vs 6.6%,领先7.0%),标普全球同比增速更快(59.0% vs 0.8%),过去两年标普全球的营收复合增速更高(103.8% vs 6.8%)
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。
标普全球是总部位于美国纽约曼哈顿的上市企业,核心业务涵盖金融信息与数据分析、能源及大宗商品情报服务,旗下拥有标普全球评级、标普全球能源、标普全球市场财智、印度信用评级机构CRISIL等子品牌,同时是标普道琼斯指数合资公司的控股股东。
SFD vs VG — 直观对比
营收规模更大
VG
是对方的1.2倍
$3.8B
营收增速更快
VG
高出58.2%
0.8%
净利率更高
VG
高出7.0%
6.6%
两年增速更快
VG
近两年复合增速
6.8%
损益表 — Q1 FY2027 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.8B | $4.6B |
| 净利润 | $249.0M | $625.0M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 8.8% | 26.1% |
| 净利率 | 6.6% | 13.6% |
| 营收同比 | 0.8% | 59.0% |
| 净利润同比 | 9.8% | 20.9% |
| 每股收益(稀释后) | — | $0.19 |
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
SFD
VG
| Q1 26 | $3.8B | $4.6B | ||
| Q4 25 | $4.2B | $4.4B | ||
| Q3 25 | $3.7B | $3.3B | ||
| Q2 25 | $3.8B | $3.1B | ||
| Q1 25 | $3.8B | $2.9B | ||
| Q4 24 | $4.0B | $1.5B | ||
| Q3 24 | $3.3B | $926.0M | ||
| Q2 24 | — | $1.1B |
净利润
SFD
VG
| Q1 26 | $249.0M | $625.0M | ||
| Q4 25 | $327.0M | $1.2B | ||
| Q3 25 | $248.0M | $550.0M | ||
| Q2 25 | $188.0M | $475.0M | ||
| Q1 25 | $224.0M | $517.0M | ||
| Q4 24 | $205.0M | $990.0M | ||
| Q3 24 | $291.0M | $-294.0M | ||
| Q2 24 | — | $352.0M |
毛利率
SFD
VG
| 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 | — | — |
营业利润率
SFD
VG
| Q1 26 | 8.8% | 26.1% | ||
| Q4 25 | 9.5% | 38.7% | ||
| Q3 25 | 8.3% | 39.7% | ||
| Q2 25 | 6.9% | 33.5% | ||
| Q1 25 | 8.5% | 37.3% | ||
| Q4 24 | 8.5% | 39.0% | ||
| Q3 24 | 8.5% | 20.4% | ||
| Q2 24 | — | 32.8% |
净利率
SFD
VG
| Q1 26 | 6.6% | 13.6% | ||
| Q4 25 | 7.7% | 26.8% | ||
| Q3 25 | 6.6% | 16.5% | ||
| Q2 25 | 5.0% | 15.3% | ||
| Q1 25 | 5.9% | 17.9% | ||
| Q4 24 | 5.2% | 65.0% | ||
| Q3 24 | 8.7% | -31.7% | ||
| Q2 24 | — | 31.8% |
每股收益(稀释后)
SFD
VG
| Q1 26 | — | $0.19 | ||
| Q4 25 | $0.83 | $0.41 | ||
| Q3 25 | $0.63 | $0.16 | ||
| Q2 25 | $0.48 | $0.14 | ||
| Q1 25 | $0.57 | $0.15 | ||
| Q4 24 | $0.54 | $0.35 | ||
| Q3 24 | $0.77 | $-0.15 | ||
| Q2 24 | — | $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 | $1.4B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.9B | $10.7B |
| 总资产 | $12.0B | $56.3B |
| 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
SFD
VG
| Q1 26 | $1.4B | $1.6B | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务
SFD
VG
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $34.2B | ||
| Q3 25 | $2.0B | $32.6B | ||
| Q2 25 | $2.0B | $30.0B | ||
| Q1 25 | $2.0B | $29.3B | ||
| Q4 24 | $2.0B | $29.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
SFD
VG
| Q1 26 | $6.9B | $10.7B | ||
| Q4 25 | $6.8B | $6.7B | ||
| Q3 25 | $6.5B | $5.7B | ||
| Q2 25 | $6.3B | $5.3B | ||
| Q1 25 | $6.2B | $4.9B | ||
| Q4 24 | $5.8B | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总资产
SFD
VG
| Q1 26 | $12.0B | $56.3B | ||
| Q4 25 | $12.2B | $53.4B | ||
| Q3 25 | $11.5B | $50.1B | ||
| Q2 25 | $11.2B | $46.5B | ||
| Q1 25 | $11.1B | $45.1B | ||
| Q4 24 | $11.1B | $43.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
负债/权益比
SFD
VG
| Q1 26 | — | — | ||
| Q4 25 | 0.29× | 5.07× | ||
| Q3 25 | 0.31× | 5.73× | ||
| Q2 25 | 0.32× | 5.69× | ||
| Q1 25 | 0.32× | 6.01× | ||
| Q4 24 | 0.34× | 10.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
SFD
| Packaged Meats | $2.1B | 57% |
| Other | $863.0M | 23% |
| Hog Production | $769.0M | 20% |
| inter-segment sales eliminations | $19.0M | 1% |
VG
暂无分部数据