vs
SharkNinja, Inc.（SN）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SharkNinja, Inc.的1.4倍（$7.7B vs $5.5B），SharkNinja, Inc.同比增速更快（30.0% vs 0.7%）
SharkNinja是总部位于美国马萨诸塞州尼德姆的全球化产品设计与科技企业，1994年由马克·罗森茨韦格创立，现任首席执行官马克·巴罗卡斯于2008年加入公司担任总裁，公司名称由旗下两大核心品牌Shark和Ninja组合而来。
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。
SN vs SW — 直观对比
营收规模更大
SW
是对方的1.4倍
$5.5B
营收增速更快
SN
高出29.2%
0.7%
损益表 — Q4 FY2024 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.5B | $7.7B |
| 净利润 | — | $63.0M |
| 毛利率 | 48.1% | 16.4% |
| 营业利润率 | 11.7% | 3.3% |
| 净利率 | — | 0.8% |
| 营收同比 | 30.0% | 0.7% |
| 净利润同比 | — | 0.0% |
| 每股收益（稀释后） | $3.11 | $0.12 |
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SNSW
| Q1 26 | — | $7.7B | ||
| Q4 25 | — | $7.6B | ||
| Q3 25 | — | $8.0B | ||
| Q2 25 | — | $7.9B | ||
| Q1 25 | — | $7.7B | ||
| Q4 24 | $5.5B | $7.5B | ||
| Q3 24 | — | $7.7B | ||
| Q2 24 | — | $3.0B |
净利润SNSW
| Q1 26 | — | $63.0M | ||
| Q4 25 | — | $97.0M | ||
| Q3 25 | — | $246.0M | ||
| Q2 25 | — | $-28.0M | ||
| Q1 25 | — | $384.0M | ||
| Q4 24 | — | $146.0M | ||
| Q3 24 | — | $-150.0M | ||
| Q2 24 | — | $132.0M |
毛利率SNSW
| Q1 26 | — | 16.4% | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | — | 19.6% | ||
| Q2 25 | — | 19.1% | ||
| Q1 25 | — | 20.6% | ||
| Q4 24 | 48.1% | 19.1% | ||
| Q3 24 | — | 17.6% | ||
| Q2 24 | — | 23.3% |
营业利润率SNSW
| Q1 26 | — | 3.3% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 7.2% | ||
| Q4 24 | 11.7% | 5.3% | ||
| Q3 24 | — | 0.7% | ||
| Q2 24 | — | 8.2% |
净利率SNSW
| Q1 26 | — | 0.8% | ||
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | -2.0% | ||
| Q2 24 | — | 4.4% |
每股收益（稀释后）SNSW
| Q1 26 | — | $0.12 | ||
| Q4 25 | — | $0.18 | ||
| Q3 25 | — | $0.47 | ||
| Q2 25 | — | $-0.05 | ||
| Q1 25 | — | $0.73 | ||
| Q4 24 | $3.11 | $-0.12 | ||
| Q3 24 | — | $-0.30 | ||
| Q2 24 | — | $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 | $363.7M | — |
| 总债务越低越好 | — | $980.0M |
| 股东权益账面价值 | $1.9B | $18.1B |
| 总资产 | $4.4B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资SNSW
| Q1 26 | — | — | ||
| Q4 25 | — | $892.0M | ||
| Q3 25 | — | $851.0M | ||
| Q2 25 | — | $778.0M | ||
| Q1 25 | — | $797.0M | ||
| Q4 24 | $363.7M | $855.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $26.8K |
总债务SNSW
| Q1 26 | — | $980.0M | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | — | $13.3B | ||
| Q2 25 | — | $13.3B | ||
| Q1 25 | — | $12.9B | ||
| Q4 24 | — | $12.5B | ||
| Q3 24 | — | $13.2B | ||
| Q2 24 | — | — |
股东权益SNSW
| Q1 26 | — | $18.1B | ||
| Q4 25 | — | $18.3B | ||
| Q3 25 | — | $18.4B | ||
| Q2 25 | — | $18.3B | ||
| Q1 25 | — | $17.9B | ||
| Q4 24 | $1.9B | $17.4B | ||
| Q3 24 | — | $18.0B | ||
| Q2 24 | — | $14.5K |
总资产SNSW
| Q1 26 | — | $45.2B | ||
| Q4 25 | — | $45.2B | ||
| Q3 25 | — | $45.6B | ||
| Q2 25 | — | $45.7B | ||
| Q1 25 | — | $44.6B | ||
| Q4 24 | $4.4B | $43.8B | ||
| Q3 24 | — | $45.0B | ||
| Q2 24 | — | $26.8K |
负债/权益比SNSW
| Q1 26 | — | 0.05× | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.72× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | — |
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 | $446.6M | $204.0M |
| 自由现金流经营现金流 - 资本支出 | $308.9M | — |
| 自由现金流率自由现金流/营收 | 5.6% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | — | 3.24× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SNSW
| Q1 26 | — | $204.0M | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $829.0M | ||
| Q1 25 | — | $235.0M | ||
| Q4 24 | $446.6M | $781.0M | ||
| Q3 24 | — | $320.0M | ||
| Q2 24 | — | $340.0M |
自由现金流SNSW
| Q1 26 | — | — | ||
| Q4 25 | — | $612.0M | ||
| Q3 25 | — | $523.0M | ||
| Q2 25 | — | $307.0M | ||
| Q1 25 | — | $-242.0M | ||
| Q4 24 | $308.9M | $212.0M | ||
| Q3 24 | — | $-192.0M | ||
| Q2 24 | — | $163.0M |
自由现金流率SNSW
| Q1 26 | — | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | 5.6% | 2.8% | ||
| Q3 24 | — | -2.5% | ||
| Q2 24 | — | 5.5% |
资本支出强度SNSW
| Q1 26 | — | — | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 7.6% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | 2.5% | 7.5% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 6.0% |
现金转化率SNSW
| Q1 26 | — | 3.24× | ||
| Q4 25 | — | 12.32× | ||
| Q3 25 | — | 4.61× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.61× | ||
| Q4 24 | — | 5.35× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.58× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
