vs
斯伦贝谢（SLB）与US Foods Holding Corp.（USFD）财务数据对比。点击上方公司名可切换其他公司
US Foods Holding Corp.的季度营收约是斯伦贝谢的1.1倍（$9.6B vs $8.7B），斯伦贝谢净利率更高（8.6% vs 1.2%，领先7.4%），US Foods Holding Corp.同比增速更快（2.8% vs 2.7%），过去两年US Foods Holding Corp.的营收复合增速更高（-0.5% vs -2.3%）
SLB前身为斯伦贝谢，是全球知名的跨国油田服务企业。1926年创立于法国，现注册地为库拉索威廉斯塔德，在巴黎、休斯敦、伦敦、海牙四地设有核心行政办公室，截至2022年按营收计算是全球最大的海上钻井企业及海上钻井承包商。
US Foods Holding Corp.是美国第二大食品服务分销商，规模仅次于Sysco。公司服务覆盖独立餐厅、连锁餐饮、医疗保健、酒店、教育机构等共计25万个场点，为各类客户提供食品配送及相关供应链服务，业务覆盖场景十分多元。
SLB vs USFD — 直观对比
营收规模更大
USFD
是对方的1.1倍
$8.7B
营收增速更快
USFD
高出0.0%
2.7%
净利率更高
SLB
高出7.4%
1.2%
两年增速更快
USFD
近两年复合增速
-2.3%
损益表 — Q1 FY2026 vs Q1 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $8.7B | $9.6B |
| 净利润 | $752.0M | $116.0M |
| 毛利率 | — | 17.2% |
| 营业利润率 | — | 2.2% |
| 净利率 | 8.6% | 1.2% |
| 营收同比 | 2.7% | 2.8% |
| 净利润同比 | -5.6% | 0.9% |
| 每股收益（稀释后） | $0.50 | $0.52 |
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SLBUSFD
| Q1 26 | $8.7B | $9.6B | ||
| Q4 25 | $9.7B | $9.8B | ||
| Q3 25 | $8.9B | $10.2B | ||
| Q2 25 | $8.5B | $10.1B | ||
| Q1 25 | $8.5B | $9.4B | ||
| Q4 24 | $9.3B | $9.5B | ||
| Q3 24 | $9.2B | $9.7B | ||
| Q2 24 | $9.1B | $9.7B |
净利润SLBUSFD
| Q1 26 | $752.0M | $116.0M | ||
| Q4 25 | $824.0M | $184.0M | ||
| Q3 25 | $739.0M | $153.0M | ||
| Q2 25 | $1.0B | $224.0M | ||
| Q1 25 | $797.0M | $115.0M | ||
| Q4 24 | $1.1B | $66.0M | ||
| Q3 24 | $1.2B | $148.0M | ||
| Q2 24 | $1.1B | $198.0M |
毛利率SLBUSFD
| Q1 26 | — | 17.2% | ||
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 17.3% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | — | 17.6% |
营业利润率SLBUSFD
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.7% | 3.3% | ||
| Q3 25 | 11.2% | 2.8% | ||
| Q2 25 | 15.0% | 3.7% | ||
| Q1 25 | 12.5% | 2.4% | ||
| Q4 24 | 14.9% | 3.2% | ||
| Q3 24 | 16.5% | 2.9% | ||
| Q2 24 | 15.5% | 3.6% |
净利率SLBUSFD
| Q1 26 | 8.6% | 1.2% | ||
| Q4 25 | 8.5% | 1.9% | ||
| Q3 25 | 8.3% | 1.5% | ||
| Q2 25 | 11.9% | 2.2% | ||
| Q1 25 | 9.4% | 1.2% | ||
| Q4 24 | 11.8% | 0.7% | ||
| Q3 24 | 12.9% | 1.5% | ||
| Q2 24 | 12.2% | 2.0% |
每股收益（稀释后）SLBUSFD
| Q1 26 | $0.50 | $0.52 | ||
| Q4 25 | $0.53 | $0.82 | ||
| Q3 25 | $0.50 | $0.67 | ||
| Q2 25 | $0.74 | $0.96 | ||
| Q1 25 | $0.58 | $0.49 | ||
| Q4 24 | $0.77 | $0.28 | ||
| Q3 24 | $0.83 | $0.61 | ||
| Q2 24 | $0.77 | $0.80 |
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 | $3.4B | $49.0M |
| 总债务越低越好 | $9.7B | $5.2B |
| 股东权益账面价值 | $27.4B | $4.3B |
| 总资产 | $19.3B | $14.2B |
| 负债/权益比越低杠杆越低 | 0.35× | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资SLBUSFD
| Q1 26 | $3.4B | $49.0M | ||
| Q4 25 | $1.2B | $41.0M | ||
| Q3 25 | $571.0M | $56.0M | ||
| Q2 25 | $511.0M | $61.0M | ||
| Q1 25 | $961.0M | $101.0M | ||
| Q4 24 | $1.1B | $59.0M | ||
| Q3 24 | $1.4B | $81.0M | ||
| Q2 24 | $1.1B | $405.0M |
总债务SLBUSFD
| Q1 26 | $9.7B | $5.2B | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.6B |
股东权益SLBUSFD
| Q1 26 | $27.4B | $4.3B | ||
| Q4 25 | $26.1B | $4.3B | ||
| Q3 25 | $25.6B | $4.5B | ||
| Q2 25 | $20.3B | $4.6B | ||
| Q1 25 | $19.5B | $4.6B | ||
| Q4 24 | $21.1B | $4.5B | ||
| Q3 24 | $21.5B | $4.6B | ||
| Q2 24 | $21.1B | $5.0B |
总资产SLBUSFD
| Q1 26 | $19.3B | $14.2B | ||
| Q4 25 | $54.9B | $13.9B | ||
| Q3 25 | $55.1B | $14.0B | ||
| Q2 25 | $48.8B | $13.8B | ||
| Q1 25 | $49.0B | $13.7B | ||
| Q4 24 | $48.9B | $13.4B | ||
| Q3 24 | $49.8B | $13.5B | ||
| Q2 24 | $49.4B | $13.7B |
负债/权益比SLBUSFD
| Q1 26 | 0.35× | 1.19× | ||
| Q4 25 | — | 1.18× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 1.06× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 0.92× |
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 | — | $294.0M |
| 自由现金流经营现金流 - 资本支出 | $103.0M | — |
| 自由现金流率自由现金流/营收 | 1.2% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.53× |
| 过去12个月自由现金流最近4个季度 | $4.6B | — |
8季度趋势，按日历期对齐
经营现金流SLBUSFD
| Q1 26 | — | $294.0M | ||
| Q4 25 | $3.0B | $293.0M | ||
| Q3 25 | $1.7B | $351.0M | ||
| Q2 25 | $1.1B | $334.0M | ||
| Q1 25 | $660.0M | $391.0M | ||
| Q4 24 | $2.4B | $283.0M | ||
| Q3 24 | $2.4B | $270.0M | ||
| Q2 24 | $1.4B | $482.0M |
自由现金流SLBUSFD
| Q1 26 | $103.0M | — | ||
| Q4 25 | $2.5B | $159.0M | ||
| Q3 25 | $1.3B | $236.0M | ||
| Q2 25 | $771.0M | $257.0M | ||
| Q1 25 | $262.0M | $307.0M | ||
| Q4 24 | $1.8B | $178.0M | ||
| Q3 24 | $2.0B | $190.0M | ||
| Q2 24 | $973.0M | $413.0M |
自由现金流率SLBUSFD
| Q1 26 | 1.2% | — | ||
| Q4 25 | 25.5% | 1.6% | ||
| Q3 25 | 14.3% | 2.3% | ||
| Q2 25 | 9.0% | 2.5% | ||
| Q1 25 | 3.1% | 3.3% | ||
| Q4 24 | 19.2% | 1.9% | ||
| Q3 24 | 21.7% | 2.0% | ||
| Q2 24 | 10.6% | 4.3% |
资本支出强度SLBUSFD
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 1.4% | ||
| Q3 25 | 4.6% | 1.1% | ||
| Q2 25 | 4.3% | 0.8% | ||
| Q1 25 | 4.7% | 0.9% | ||
| Q4 24 | 6.6% | 1.1% | ||
| Q3 24 | 5.0% | 0.8% | ||
| Q2 24 | 5.1% | 0.7% |
现金转化率SLBUSFD
| Q1 26 | — | 2.53× | ||
| Q4 25 | 3.65× | 1.59× | ||
| Q3 25 | 2.28× | 2.29× | ||
| Q2 25 | 1.13× | 1.49× | ||
| Q1 25 | 0.83× | 3.40× | ||
| Q4 24 | 2.18× | 4.29× | ||
| Q3 24 | 2.06× | 1.82× | ||
| Q2 24 | 1.29× | 2.43× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
