vs
史密斯菲尔德食品（SFD）与XPO, Inc.（XPO）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XPO, Inc.的1.9倍（$3.8B vs $2.0B），史密斯菲尔德食品净利率更高（6.6% vs 2.9%，领先3.6%），XPO, Inc.同比增速更快（4.7% vs 0.8%），过去两年史密斯菲尔德食品的营收复合增速更高（5.5% vs -0.1%）
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。
XPO Inc.（原XPO物流）是美国交通运输企业，主营北美区域零担货运业务，总部位于康涅狄格州格林尼治，全球共设592个运营网点。作为北美第二大零担货运服务商，其服务覆盖99%的美国邮政编码区域。
SFD vs XPO — 直观对比
营收规模更大
SFD
是对方的1.9倍
$2.0B
营收增速更快
XPO
高出3.9%
0.8%
净利率更高
SFD
高出3.6%
2.9%
两年增速更快
SFD
近两年复合增速
-0.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.0B |
| 净利润 | $249.0M | $59.0M |
| 毛利率 | 13.4% | — |
| 营业利润率 | 8.8% | 7.1% |
| 净利率 | 6.6% | 2.9% |
| 营收同比 | 0.8% | 4.7% |
| 净利润同比 | 9.7% | -21.3% |
| 每股收益（稀释后） | — | $0.49 |
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SFDXPO
| Q1 26 | $3.8B | — | ||
| Q4 25 | $4.2B | $2.0B | ||
| Q3 25 | $3.7B | $2.1B | ||
| Q2 25 | $3.8B | $2.1B | ||
| Q1 25 | $3.8B | $2.0B | ||
| Q4 24 | $4.0B | $1.9B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.4B | $2.1B |
净利润SFDXPO
| Q1 26 | $249.0M | — | ||
| Q4 25 | $327.0M | $59.0M | ||
| Q3 25 | $248.0M | $82.0M | ||
| Q2 25 | $188.0M | $106.0M | ||
| Q1 25 | $224.0M | $69.0M | ||
| Q4 24 | $205.0M | $75.0M | ||
| Q3 24 | $291.0M | $95.0M | ||
| Q2 24 | $301.0M | $150.0M |
毛利率SFDXPO
| 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SFDXPO
| Q1 26 | 8.8% | — | ||
| Q4 25 | 9.5% | 7.1% | ||
| Q3 25 | 8.3% | 7.8% | ||
| Q2 25 | 6.9% | 9.5% | ||
| Q1 25 | 8.5% | 7.7% | ||
| Q4 24 | 8.5% | 7.8% | ||
| Q3 24 | 8.5% | 8.6% | ||
| Q2 24 | 9.8% | 9.5% |
净利率SFDXPO
| Q1 26 | 6.6% | — | ||
| Q4 25 | 7.7% | 2.9% | ||
| Q3 25 | 6.6% | 3.9% | ||
| Q2 25 | 5.0% | 5.1% | ||
| Q1 25 | 5.9% | 3.5% | ||
| Q4 24 | 5.2% | 3.9% | ||
| Q3 24 | 8.7% | 4.6% | ||
| Q2 24 | 8.8% | 7.2% |
每股收益（稀释后）SFDXPO
| Q1 26 | — | — | ||
| Q4 25 | $0.83 | $0.49 | ||
| Q3 25 | $0.63 | $0.68 | ||
| Q2 25 | $0.48 | $0.89 | ||
| Q1 25 | $0.57 | $0.58 | ||
| Q4 24 | $0.54 | $0.63 | ||
| Q3 24 | $0.77 | $0.79 | ||
| Q2 24 | $0.79 | $1.25 |
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 | $310.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.9B | $1.9B |
| 总资产 | $12.0B | $8.2B |
| 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SFDXPO
| Q1 26 | $1.4B | — | ||
| Q4 25 | — | $310.0M | ||
| Q3 25 | — | $335.0M | ||
| Q2 25 | — | $225.0M | ||
| Q1 25 | — | $212.0M | ||
| Q4 24 | — | $246.0M | ||
| Q3 24 | — | $378.0M | ||
| Q2 24 | — | $250.0M |
总债务SFDXPO
| 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 | — | — |
股东权益SFDXPO
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.8B | $1.9B | ||
| Q3 25 | $6.5B | $1.8B | ||
| Q2 25 | $6.3B | $1.8B | ||
| Q1 25 | $6.2B | $1.6B | ||
| Q4 24 | $5.8B | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.5B |
总资产SFDXPO
| Q1 26 | $12.0B | — | ||
| Q4 25 | $12.2B | $8.2B | ||
| Q3 25 | $11.5B | $8.2B | ||
| Q2 25 | $11.2B | $8.1B | ||
| Q1 25 | $11.1B | $7.9B | ||
| Q4 24 | $11.1B | $7.7B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | — | $7.7B |
负债/权益比SFDXPO
| 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 | — | — |
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
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
