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宣伟（SHW）与Smurfit Westrock（SW）财务数据对比。点击上方公司名可切换其他公司
Smurfit Westrock的季度营收约是宣伟的1.3倍（$7.6B vs $5.7B），宣伟净利率更高（9.4% vs 1.3%，领先8.2%），宣伟同比增速更快（6.8% vs 0.5%），过去两年Smurfit Westrock的营收复合增速更高（60.8% vs -4.9%）
宣伟是总部位于美国俄亥俄州克利夫兰的涂料企业，主要从事涂料、地坪覆盖材料及相关产品的生产、分销与销售业务，业务覆盖全球超过120个国家，截至2024年按营收计为全球规模最大的涂料企业。
Smurfit Westrock plc是总部位于爱尔兰都柏林的企业，核心业务为生产瓦楞包装及各类纸制包装产品，公司股票同时在纽约证券交易所和伦敦证券交易所挂牌上市。
SHW vs SW — 直观对比
营收规模更大
SW
是对方的1.3倍
$5.7B
营收增速更快
SHW
高出6.3%
0.5%
净利率更高
SHW
高出8.2%
1.3%
两年增速更快
SW
近两年复合增速
-4.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $5.7B | $7.6B |
| 净利润 | $534.7M | $97.0M |
| 毛利率 | 49.1% | 18.2% |
| 营业利润率 | — | 5.1% |
| 净利率 | 9.4% | 1.3% |
| 营收同比 | 6.8% | 0.5% |
| 净利润同比 | 6.1% | -33.6% |
| 每股收益（稀释后） | $2.15 | $0.18 |
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SHWSW
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.6B | $7.6B | ||
| Q3 25 | $6.4B | $8.0B | ||
| Q2 25 | $6.3B | $7.9B | ||
| Q1 25 | $5.3B | $7.7B | ||
| Q4 24 | $5.3B | $7.5B | ||
| Q3 24 | $6.2B | $7.7B | ||
| Q2 24 | $6.3B | $3.0B |
净利润SHWSW
| Q1 26 | $534.7M | — | ||
| Q4 25 | $476.8M | $97.0M | ||
| Q3 25 | $833.1M | $246.0M | ||
| Q2 25 | $754.7M | $-28.0M | ||
| Q1 25 | $503.9M | $384.0M | ||
| Q4 24 | $480.1M | $146.0M | ||
| Q3 24 | $806.2M | $-150.0M | ||
| Q2 24 | $889.9M | $132.0M |
毛利率SHWSW
| Q1 26 | 49.1% | — | ||
| Q4 25 | 48.5% | 18.2% | ||
| Q3 25 | 49.2% | 19.6% | ||
| Q2 25 | 49.4% | 19.1% | ||
| Q1 25 | 48.2% | 20.6% | ||
| Q4 24 | 48.6% | 19.1% | ||
| Q3 24 | 49.1% | 17.6% | ||
| Q2 24 | 48.8% | 23.3% |
营业利润率SHWSW
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | 5.1% | ||
| Q3 25 | 16.7% | 6.6% | ||
| Q2 25 | 15.6% | 3.2% | ||
| Q1 25 | 12.3% | 7.2% | ||
| Q4 24 | 11.6% | 5.3% | ||
| Q3 24 | 21.4% | 0.7% | ||
| Q2 24 | 22.5% | 8.2% |
净利率SHWSW
| Q1 26 | 9.4% | — | ||
| Q4 25 | 8.5% | 1.3% | ||
| Q3 25 | 13.1% | 3.1% | ||
| Q2 25 | 12.0% | -0.4% | ||
| Q1 25 | 9.5% | 5.0% | ||
| Q4 24 | 9.1% | 1.9% | ||
| Q3 24 | 13.1% | -2.0% | ||
| Q2 24 | 14.2% | 4.4% |
每股收益（稀释后）SHWSW
| Q1 26 | $2.15 | — | ||
| Q4 25 | $1.91 | $0.18 | ||
| Q3 25 | $3.35 | $0.47 | ||
| Q2 25 | $3.00 | $-0.05 | ||
| Q1 25 | $2.00 | $0.73 | ||
| Q4 24 | $1.90 | $-0.12 | ||
| Q3 24 | $3.18 | $-0.30 | ||
| Q2 24 | $3.50 | $0.51 |
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 | $216.9K | $892.0M |
| 总债务越低越好 | $11.7M | $13.4B |
| 股东权益账面价值 | $4.4M | $18.3B |
| 总资产 | $26.4M | $45.2B |
| 负债/权益比越低杠杆越低 | 2.64× | 0.73× |
8季度趋势，按日历期对齐
现金及短期投资SHWSW
| Q1 26 | $216.9K | — | ||
| Q4 25 | $207.2M | $892.0M | ||
| Q3 25 | $241.5M | $851.0M | ||
| Q2 25 | $269.8M | $778.0M | ||
| Q1 25 | $199.8M | $797.0M | ||
| Q4 24 | $210.4M | $855.0M | ||
| Q3 24 | $238.2M | — | ||
| Q2 24 | $200.0M | $26.8K |
总债务SHWSW
| Q1 26 | $11.7M | — | ||
| Q4 25 | $9.7B | $13.4B | ||
| Q3 25 | $9.7B | $13.3B | ||
| Q2 25 | $9.0B | $13.3B | ||
| Q1 25 | $9.0B | $12.9B | ||
| Q4 24 | $9.2B | $12.5B | ||
| Q3 24 | $9.2B | $13.2B | ||
| Q2 24 | $9.0B | — |
股东权益SHWSW
| Q1 26 | $4.4M | — | ||
| Q4 25 | $4.6B | $18.3B | ||
| Q3 25 | $4.4B | $18.4B | ||
| Q2 25 | $4.4B | $18.3B | ||
| Q1 25 | $4.1B | $17.9B | ||
| Q4 24 | $4.1B | $17.4B | ||
| Q3 24 | $4.2B | $18.0B | ||
| Q2 24 | $3.8B | $14.5K |
总资产SHWSW
| Q1 26 | $26.4M | — | ||
| Q4 25 | $25.9B | $45.2B | ||
| Q3 25 | $26.2B | $45.6B | ||
| Q2 25 | $25.4B | $45.7B | ||
| Q1 25 | $24.6B | $44.6B | ||
| Q4 24 | $23.6B | $43.8B | ||
| Q3 24 | $24.0B | $45.0B | ||
| Q2 24 | $23.7B | $26.8K |
负债/权益比SHWSW
| Q1 26 | 2.64× | — | ||
| Q4 25 | 2.10× | 0.73× | ||
| Q3 25 | 2.18× | 0.72× | ||
| Q2 25 | 2.04× | 0.73× | ||
| Q1 25 | 2.17× | 0.72× | ||
| Q4 24 | 2.28× | 0.72× | ||
| Q3 24 | 2.22× | 0.73× | ||
| Q2 24 | 2.39× | — |
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 | — | $1.2B |
| 自由现金流经营现金流 - 资本支出 | — | $612.0M |
| 自由现金流率自由现金流/营收 | — | 8.1% |
| 资本支出强度资本支出/营收 | 2.4% | 7.7% |
| 现金转化率经营现金流/净利润 | — | 12.32× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流SHWSW
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.1B | $829.0M | ||
| Q1 25 | $-61.1M | $235.0M | ||
| Q4 24 | $934.5M | $781.0M | ||
| Q3 24 | $1.1B | $320.0M | ||
| Q2 24 | $1.2B | $340.0M |
自由现金流SHWSW
| Q1 26 | — | — | ||
| Q4 25 | $862.1M | $612.0M | ||
| Q3 25 | $1.1B | $523.0M | ||
| Q2 25 | $931.1M | $307.0M | ||
| Q1 25 | $-250.4M | $-242.0M | ||
| Q4 24 | $634.5M | $212.0M | ||
| Q3 24 | $839.4M | $-192.0M | ||
| Q2 24 | $952.0M | $163.0M |
自由现金流率SHWSW
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | 8.1% | ||
| Q3 25 | 17.5% | 6.5% | ||
| Q2 25 | 14.7% | 3.9% | ||
| Q1 25 | -4.7% | -3.2% | ||
| Q4 24 | 12.0% | 2.8% | ||
| Q3 24 | 13.6% | -2.5% | ||
| Q2 24 | 15.2% | 5.5% |
资本支出强度SHWSW
| Q1 26 | 2.4% | — | ||
| Q4 25 | 4.1% | 7.7% | ||
| Q3 25 | 3.1% | 7.6% | ||
| Q2 25 | 2.9% | 6.6% | ||
| Q1 25 | 3.6% | 6.2% | ||
| Q4 24 | 5.7% | 7.5% | ||
| Q3 24 | 3.8% | 6.7% | ||
| Q2 24 | 4.0% | 6.0% |
现金转化率SHWSW
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 12.32× | ||
| Q3 25 | 1.57× | 4.61× | ||
| Q2 25 | 1.47× | — | ||
| Q1 25 | -0.12× | 0.61× | ||
| Q4 24 | 1.95× | 5.35× | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.35× | 2.58× |
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
SHW
暂无分部数据
SW
| Packaging | $3.3B | 43% |
| Other | $3.2B | 43% |
| Paper | $1.1B | 14% |
