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史密斯菲尔德食品（SFD）与Workday, Inc.（WDAY）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Workday, Inc.的1.6倍（$3.8B vs $2.4B），Workday, Inc.净利率更高（10.4% vs 6.6%，领先3.8%），Workday, Inc.同比增速更快（12.6% vs 0.8%），过去两年Workday, Inc.的营收复合增速更高（12.5% 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。
Workday是全球领先的企业级云软件供应商，核心产品覆盖人力资本管理、财务管理及企业资源规划解决方案，主要服务教育、医疗、金融、科技等行业的中大型机构，业务遍布北美、欧洲、亚太等全球主要市场。
SFD vs WDAY — 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
WDAY
高出11.8%
0.8%
净利率更高
WDAY
高出3.8%
6.6%
两年增速更快
WDAY
近两年复合增速
5.5%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.4B |
| 净利润 | $249.0M | $252.0M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 8.8% | 10.6% |
| 净利率 | 6.6% | 10.4% |
| 营收同比 | 0.8% | 12.6% |
| 净利润同比 | 9.7% | 30.6% |
| 每股收益（稀释后） | — | $0.94 |
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SFDWDAY
| Q1 26 | $3.8B | — | ||
| Q4 25 | $4.2B | $2.4B | ||
| Q3 25 | $3.7B | $2.3B | ||
| Q2 25 | $3.8B | $2.2B | ||
| Q1 25 | $3.8B | $2.2B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.4B | $2.0B |
净利润SFDWDAY
| Q1 26 | $249.0M | — | ||
| Q4 25 | $327.0M | $252.0M | ||
| Q3 25 | $248.0M | $228.0M | ||
| Q2 25 | $188.0M | $68.0M | ||
| Q1 25 | $224.0M | $94.0M | ||
| Q4 24 | $205.0M | $193.0M | ||
| Q3 24 | $291.0M | $132.0M | ||
| Q2 24 | $301.0M | $107.0M |
毛利率SFDWDAY
| 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SFDWDAY
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.5% | 10.6% | ||
| Q3 25 | 8.3% | 10.6% | ||
| Q2 25 | 6.9% | 1.7% | ||
| Q1 25 | 8.5% | 3.4% | ||
| Q4 24 | 8.5% | 7.6% | ||
| Q3 24 | 8.5% | 5.3% | ||
| Q2 24 | 9.8% | 3.2% |
净利率SFDWDAY
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.7% | 10.4% | ||
| Q3 25 | 6.6% | 9.7% | ||
| Q2 25 | 5.0% | 3.0% | ||
| Q1 25 | 5.9% | 4.3% | ||
| Q4 24 | 5.2% | 8.9% | ||
| Q3 24 | 8.7% | 6.3% | ||
| Q2 24 | 8.8% | 5.4% |
每股收益（稀释后）SFDWDAY
| Q1 26 | — | — | ||
| Q4 25 | $0.83 | $0.94 | ||
| Q3 25 | $0.63 | $0.84 | ||
| Q2 25 | $0.48 | $0.25 | ||
| Q1 25 | $0.57 | $0.34 | ||
| Q4 24 | $0.54 | $0.72 | ||
| Q3 24 | $0.77 | $0.49 | ||
| Q2 24 | $0.79 | $0.40 |
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 | $6.8B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.9B | $8.9B |
| 总资产 | $12.0B | $17.8B |
| 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SFDWDAY
| Q1 26 | $1.4B | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $7.2B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.2B |
总债务SFDWDAY
| 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 | — | $3.0B |
股东权益SFDWDAY
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.8B | $8.9B | ||
| Q3 25 | $6.5B | $9.2B | ||
| Q2 25 | $6.3B | $8.9B | ||
| Q1 25 | $6.2B | $9.0B | ||
| Q4 24 | $5.8B | $8.6B | ||
| Q3 24 | — | $8.3B | ||
| Q2 24 | — | $8.2B |
总资产SFDWDAY
| Q1 26 | $12.0B | — | ||
| Q4 25 | $12.2B | $17.8B | ||
| Q3 25 | $11.5B | $18.0B | ||
| Q2 25 | $11.2B | $17.2B | ||
| Q1 25 | $11.1B | $18.0B | ||
| Q4 24 | $11.1B | $16.4B | ||
| Q3 24 | — | $16.2B | ||
| Q2 24 | — | $15.9B |
负债/权益比SFDWDAY
| 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 | — | 0.37× |
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 | — | $588.0M |
| 自由现金流经营现金流 - 资本支出 | — | $550.0M |
| 自由现金流率自由现金流/营收 | — | 22.6% |
| 资本支出强度资本支出/营收 | 2.3% | 1.6% |
| 现金转化率经营现金流/净利润 | — | 2.33× |
| 过去12个月自由现金流最近4个季度 | — | $2.6B |
8季度趋势，按日历期对齐
经营现金流SFDWDAY
| Q1 26 | — | — | ||
| Q4 25 | $938.0M | $588.0M | ||
| Q3 25 | $13.0M | $616.0M | ||
| Q2 25 | $274.0M | $457.0M | ||
| Q1 25 | $-166.0M | $1.1B | ||
| Q4 24 | — | $406.0M | ||
| Q3 24 | — | $571.0M | ||
| Q2 24 | — | $372.0M |
自由现金流SFDWDAY
| Q1 26 | — | — | ||
| Q4 25 | $842.0M | $550.0M | ||
| Q3 25 | $-75.0M | $588.0M | ||
| Q2 25 | $196.0M | $421.0M | ||
| Q1 25 | $-245.0M | $1.0B | ||
| Q4 24 | — | $359.0M | ||
| Q3 24 | — | $516.0M | ||
| Q2 24 | — | $291.0M |
自由现金流率SFDWDAY
| Q1 26 | — | — | ||
| Q4 25 | 19.9% | 22.6% | ||
| Q3 25 | -2.0% | 25.0% | ||
| Q2 25 | 5.2% | 18.8% | ||
| Q1 25 | -6.5% | 46.4% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 14.6% |
资本支出强度SFDWDAY
| Q1 26 | 2.3% | — | ||
| Q4 25 | 2.3% | 1.6% | ||
| Q3 25 | 2.3% | 1.2% | ||
| Q2 25 | 2.1% | 1.6% | ||
| Q1 25 | 2.1% | 3.9% | ||
| Q4 24 | 2.1% | 2.2% | ||
| Q3 24 | 2.8% | 2.6% | ||
| Q2 24 | 2.3% | 4.1% |
现金转化率SFDWDAY
| Q1 26 | — | — | ||
| Q4 25 | 2.87× | 2.33× | ||
| Q3 25 | 0.05× | 2.70× | ||
| Q2 25 | 1.46× | 6.72× | ||
| Q1 25 | -0.74× | 11.83× | ||
| Q4 24 | — | 2.10× | ||
| Q3 24 | — | 4.33× | ||
| Q2 24 | — | 3.48× |
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
暂无分部数据
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
