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SOMNIGROUP INTERNATIONAL INC.（SGI）与捷迈邦美（ZBH）财务数据对比。点击上方公司名可切换其他公司
捷迈邦美的季度营收约是SOMNIGROUP INTERNATIONAL INC.的1.1倍（$2.1B vs $1.9B），捷迈邦美净利率更高（11.4% vs 7.5%，领先3.9%），SOMNIGROUP INTERNATIONAL INC.同比增速更快（54.7% vs 9.3%），捷迈邦美自由现金流更多（$245.9M vs $41.1M），过去两年SOMNIGROUP INTERNATIONAL INC.的营收复合增速更高（25.3% vs 3.7%）
SOMNIGROUP INTERNATIONAL INC.是一家美国知名寝具制造企业，主营床垫及各类床上用品的研发、设计、生产与销售，旗下产品兼顾舒适体验与实用性能，供应美国本土及多个海外市场，在民用寝具领域拥有稳定的市场认可度。
捷迈邦美是一家美国上市的医疗设备企业，1927年成立，最初以生产铝制夹板为核心业务，总部设于印第安纳州华沙市，是当地医疗设备产业集群的核心成员，在全球骨科医疗器械领域拥有较高知名度。
SGI vs ZBH — 直观对比
营收规模更大
ZBH
是对方的1.1倍
$1.9B
营收增速更快
SGI
高出45.4%
9.3%
净利率更高
ZBH
高出3.9%
7.5%
自由现金流更多
ZBH
多$204.8M
$41.1M
两年增速更快
SGI
近两年复合增速
3.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.1B |
| 净利润 | $140.8M | $238.3M |
| 毛利率 | 44.0% | 64.6% |
| 营业利润率 | 13.2% | 17.9% |
| 净利率 | 7.5% | 11.4% |
| 营收同比 | 54.7% | 9.3% |
| 净利润同比 | 95.8% | 30.5% |
| 每股收益（稀释后） | $0.71 | $1.22 |
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SGIZBH
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $1.9B | $2.1B | ||
| Q1 25 | $1.6B | $1.9B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.3B | $1.8B | ||
| Q2 24 | $1.2B | $1.9B |
净利润SGIZBH
| Q1 26 | — | $238.3M | ||
| Q4 25 | $140.8M | $139.4M | ||
| Q3 25 | $177.4M | $230.9M | ||
| Q2 25 | $99.0M | $152.8M | ||
| Q1 25 | $-33.1M | $182.0M | ||
| Q4 24 | $71.9M | $239.5M | ||
| Q3 24 | $130.0M | $249.1M | ||
| Q2 24 | $106.1M | $242.8M |
毛利率SGIZBH
| Q1 26 | — | 64.6% | ||
| Q4 25 | 44.0% | 64.7% | ||
| Q3 25 | 44.9% | 72.1% | ||
| Q2 25 | 44.0% | 71.5% | ||
| Q1 25 | 36.2% | 71.2% | ||
| Q4 24 | 43.3% | 71.0% | ||
| Q3 24 | 45.4% | 70.5% | ||
| Q2 24 | 44.9% | 71.5% |
营业利润率SGIZBH
| Q1 26 | — | 17.9% | ||
| Q4 25 | 13.2% | 6.9% | ||
| Q3 25 | 14.8% | 17.6% | ||
| Q2 25 | 9.6% | 14.4% | ||
| Q1 25 | 0.8% | 15.3% | ||
| Q4 24 | 10.6% | 19.2% | ||
| Q3 24 | 15.5% | 15.3% | ||
| Q2 24 | 14.0% | 18.1% |
净利率SGIZBH
| Q1 26 | — | 11.4% | ||
| Q4 25 | 7.5% | 6.2% | ||
| Q3 25 | 8.4% | 11.5% | ||
| Q2 25 | 5.3% | 7.4% | ||
| Q1 25 | -2.1% | 9.5% | ||
| Q4 24 | 6.0% | 11.8% | ||
| Q3 24 | 10.0% | 13.7% | ||
| Q2 24 | 8.6% | 12.5% |
每股收益（稀释后）SGIZBH
| Q1 26 | — | $1.22 | ||
| Q4 25 | $0.71 | $0.71 | ||
| Q3 25 | $0.83 | $1.16 | ||
| Q2 25 | $0.47 | $0.77 | ||
| Q1 25 | $-0.17 | $0.91 | ||
| Q4 24 | $0.40 | $1.18 | ||
| Q3 24 | $0.73 | $1.23 | ||
| Q2 24 | $0.60 | $1.18 |
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 | — | $424.2M |
| 总债务越低越好 | $4.6B | $7.5B |
| 股东权益账面价值 | $3.1B | $12.7B |
| 总资产 | $11.6B | $22.7B |
| 负债/权益比越低杠杆越低 | 1.47× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资SGIZBH
| Q1 26 | — | $424.2M | ||
| Q4 25 | — | $591.9M | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $556.9M | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $525.5M | ||
| Q3 24 | — | $569.0M | ||
| Q2 24 | — | $420.1M |
总债务SGIZBH
| Q1 26 | — | $7.5B | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.5B | — | ||
| Q2 25 | $4.8B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.4B | — |
股东权益SGIZBH
| Q1 26 | — | $12.7B | ||
| Q4 25 | $3.1B | $12.7B | ||
| Q3 25 | $3.0B | $12.8B | ||
| Q2 25 | $2.8B | $12.5B | ||
| Q1 25 | $2.7B | $12.4B | ||
| Q4 24 | $559.0M | $12.5B | ||
| Q3 24 | $564.5M | $12.4B | ||
| Q2 24 | $411.8M | $12.7B |
总资产SGIZBH
| Q1 26 | — | $22.7B | ||
| Q4 25 | $11.6B | $23.1B | ||
| Q3 25 | $11.4B | $23.5B | ||
| Q2 25 | $11.4B | $22.9B | ||
| Q1 25 | $11.3B | $22.2B | ||
| Q4 24 | $6.0B | $21.4B | ||
| Q3 24 | $4.6B | $21.7B | ||
| Q2 24 | $4.6B | $21.5B |
负债/权益比SGIZBH
| Q1 26 | — | 0.59× | ||
| Q4 25 | 1.47× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.69× | — | ||
| Q1 25 | 1.79× | — | ||
| Q4 24 | 6.69× | — | ||
| Q3 24 | 3.95× | — | ||
| Q2 24 | 5.92× | — |
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 | $99.4M | $359.4M |
| 自由现金流经营现金流 - 资本支出 | $41.1M | $245.9M |
| 自由现金流率自由现金流/营收 | 2.2% | 11.8% |
| 资本支出强度资本支出/营收 | 3.1% | — |
| 现金转化率经营现金流/净利润 | 0.71× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $633.2M | $1.4B |
8季度趋势，按日历期对齐
经营现金流SGIZBH
| Q1 26 | — | $359.4M | ||
| Q4 25 | $99.4M | $517.4M | ||
| Q3 25 | $408.2M | $418.7M | ||
| Q2 25 | $186.1M | $378.2M | ||
| Q1 25 | $106.4M | $382.8M | ||
| Q4 24 | $129.1M | $506.3M | ||
| Q3 24 | $256.6M | $395.7M | ||
| Q2 24 | $150.6M | $369.4M |
自由现金流SGIZBH
| Q1 26 | — | $245.9M | ||
| Q4 25 | $41.1M | $442.6M | ||
| Q3 25 | $360.3M | $363.7M | ||
| Q2 25 | $149.4M | $328.1M | ||
| Q1 25 | $82.4M | $338.2M | ||
| Q4 24 | $108.2M | $454.8M | ||
| Q3 24 | $240.2M | $351.2M | ||
| Q2 24 | $122.1M | $316.7M |
自由现金流率SGIZBH
| Q1 26 | — | 11.8% | ||
| Q4 25 | 2.2% | 19.7% | ||
| Q3 25 | 17.0% | 18.2% | ||
| Q2 25 | 7.9% | 15.8% | ||
| Q1 25 | 5.1% | 17.7% | ||
| Q4 24 | 9.0% | 22.5% | ||
| Q3 24 | 18.5% | 19.3% | ||
| Q2 24 | 9.9% | 16.3% |
资本支出强度SGIZBH
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 3.3% | ||
| Q3 25 | 2.3% | 2.7% | ||
| Q2 25 | 2.0% | 2.4% | ||
| Q1 25 | 1.5% | 2.3% | ||
| Q4 24 | 1.7% | 2.5% | ||
| Q3 24 | 1.3% | 2.4% | ||
| Q2 24 | 2.3% | 2.7% |
现金转化率SGIZBH
| Q1 26 | — | 1.51× | ||
| Q4 25 | 0.71× | 3.71× | ||
| Q3 25 | 2.30× | 1.81× | ||
| Q2 25 | 1.88× | 2.48× | ||
| Q1 25 | — | 2.10× | ||
| Q4 24 | 1.80× | 2.11× | ||
| Q3 24 | 1.97× | 1.59× | ||
| Q2 24 | 1.42× | 1.52× |
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
SGI
| Mattress Firm Segment | $892.1M | 48% |
| Tempur Sealy North America Segment | $620.5M | 33% |
| Tempur Sealy International Segment | $355.8M | 19% |
ZBH
暂无分部数据
