vs
闪迪（SNDK）与百胜餐饮集团（YUM）财务数据对比。点击上方公司名可切换其他公司
闪迪的季度营收约是百胜餐饮集团的1.2倍（$3.0B vs $2.5B），闪迪净利率更高（26.5% vs 21.3%，领先5.3%），闪迪同比增速更快（78.5% vs 6.5%），闪迪自由现金流更多（$980.0M vs $482.0M）
闪迪是总部位于美国加利福尼亚州米尔皮塔斯的跨国计算机科技企业，主要设计生产闪存相关产品，涵盖存储卡、U盘、固态硬盘等品类。公司1988年由伊莱·哈拉里、桑贾伊·梅洛特拉、袁志坤共同创立，最初名为SunDisk，现品牌名取自创始人桑贾伊的名字与disk的组合。
百胜餐饮集团是美国跨国快餐企业，前身为百事可乐1977年收购肯德基、必胜客、塔可贝尔后成立的子公司，1997年从百事可乐分拆独立。目前集团运营肯德基、必胜客、塔可贝尔、哈比特汉堡等知名餐饮品牌，同时持有多家科技公司为业务发展提供支持。
SNDK vs YUM — 直观对比
营收规模更大
SNDK
是对方的1.2倍
$2.5B
营收增速更快
SNDK
高出72.0%
6.5%
净利率更高
SNDK
高出5.3%
21.3%
自由现金流更多
SNDK
多$498.0M
$482.0M
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.5B |
| 净利润 | $803.0M | $535.0M |
| 毛利率 | 50.9% | 67.6% |
| 营业利润率 | 35.2% | 29.3% |
| 净利率 | 26.5% | 21.3% |
| 营收同比 | 78.5% | 6.5% |
| 净利润同比 | 141.5% | 26.5% |
| 每股收益（稀释后） | $5.15 | $1.91 |
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SNDKYUM
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | $1.7B | $1.8B | ||
| Q4 24 | $1.9B | $2.4B | ||
| Q3 24 | $1.9B | $1.8B | ||
| Q2 24 | — | $1.8B |
净利润SNDKYUM
| Q1 26 | $803.0M | — | ||
| Q4 25 | $112.0M | $535.0M | ||
| Q3 25 | — | $397.0M | ||
| Q2 25 | $-23.0M | $374.0M | ||
| Q1 25 | $-1.9B | $253.0M | ||
| Q4 24 | $104.0M | $423.0M | ||
| Q3 24 | $211.0M | $382.0M | ||
| Q2 24 | — | $367.0M |
毛利率SNDKYUM
| Q1 26 | 50.9% | — | ||
| Q4 25 | 29.8% | 67.6% | ||
| Q3 25 | — | 70.3% | ||
| Q2 25 | 26.2% | 71.0% | ||
| Q1 25 | 22.5% | 70.9% | ||
| Q4 24 | 32.3% | 69.2% | ||
| Q3 24 | 38.6% | 71.4% | ||
| Q2 24 | — | 73.3% |
营业利润率SNDKYUM
| Q1 26 | 35.2% | — | ||
| Q4 25 | 7.6% | 29.3% | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | 0.9% | 32.2% | ||
| Q1 25 | -111.0% | 30.7% | ||
| Q4 24 | 10.4% | 27.8% | ||
| Q3 24 | 15.5% | 33.9% | ||
| Q2 24 | — | 34.4% |
净利率SNDKYUM
| Q1 26 | 26.5% | — | ||
| Q4 25 | 4.9% | 21.3% | ||
| Q3 25 | — | 20.1% | ||
| Q2 25 | -1.2% | 19.3% | ||
| Q1 25 | -114.0% | 14.2% | ||
| Q4 24 | 5.5% | 17.9% | ||
| Q3 24 | 11.2% | 20.9% | ||
| Q2 24 | — | 20.8% |
每股收益（稀释后）SNDKYUM
| Q1 26 | $5.15 | — | ||
| Q4 25 | $0.75 | $1.91 | ||
| Q3 25 | — | $1.41 | ||
| Q2 25 | $-0.17 | $1.33 | ||
| Q1 25 | $-13.33 | $0.90 | ||
| Q4 24 | $0.72 | $1.49 | ||
| Q3 24 | $1.46 | $1.35 | ||
| Q2 24 | — | $1.28 |
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 | $1.5B | $709.0M |
| 总债务越低越好 | $603.0M | $11.9B |
| 股东权益账面价值 | $10.2B | $-7.3B |
| 总资产 | $13.0B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势，按日历期对齐
现金及短期投资SNDKYUM
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.4B | $709.0M | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | $1.5B | $677.0M | ||
| Q1 25 | $1.5B | $607.0M | ||
| Q4 24 | $804.0M | $707.0M | ||
| Q3 24 | — | $548.0M | ||
| Q2 24 | — | $520.0M |
总债务SNDKYUM
| Q1 26 | $603.0M | — | ||
| Q4 25 | $1.4B | $11.9B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | $1.8B | $10.4B | ||
| Q1 25 | $1.9B | $11.3B | ||
| Q4 24 | — | $11.3B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $11.1B |
股东权益SNDKYUM
| Q1 26 | $10.2B | — | ||
| Q4 25 | $9.4B | $-7.3B | ||
| Q3 25 | — | $-7.5B | ||
| Q2 25 | $9.2B | $-7.7B | ||
| Q1 25 | $9.2B | $-7.8B | ||
| Q4 24 | $12.0B | $-7.6B | ||
| Q3 24 | $12.1B | $-7.7B | ||
| Q2 24 | — | $-7.6B |
总资产SNDKYUM
| Q1 26 | $13.0B | — | ||
| Q4 25 | $12.7B | $8.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | $13.0B | $6.9B | ||
| Q1 25 | $13.0B | $6.7B | ||
| Q4 24 | $14.2B | $6.7B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.4B |
负债/权益比SNDKYUM
| Q1 26 | 0.06× | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.20× | — | ||
| Q1 25 | 0.21× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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 | $1.0B | $617.0M |
| 自由现金流经营现金流 - 资本支出 | $980.0M | $482.0M |
| 自由现金流率自由现金流/营收 | 32.4% | 19.2% |
| 资本支出强度资本支出/营收 | 1.3% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.27× | 1.15× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流SNDKYUM
| Q1 26 | $1.0B | — | ||
| Q4 25 | $488.0M | $617.0M | ||
| Q3 25 | — | $543.0M | ||
| Q2 25 | — | $446.0M | ||
| Q1 25 | $26.0M | $404.0M | ||
| Q4 24 | $95.0M | $513.0M | ||
| Q3 24 | $-131.0M | $471.0M | ||
| Q2 24 | — | $342.0M |
自由现金流SNDKYUM
| Q1 26 | $980.0M | — | ||
| Q4 25 | $438.0M | $482.0M | ||
| Q3 25 | — | $449.0M | ||
| Q2 25 | — | $375.0M | ||
| Q1 25 | $-18.0M | $333.0M | ||
| Q4 24 | $47.0M | $407.0M | ||
| Q3 24 | $-198.0M | $419.0M | ||
| Q2 24 | — | $292.0M |
自由现金流率SNDKYUM
| Q1 26 | 32.4% | — | ||
| Q4 25 | 19.0% | 19.2% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | -1.1% | 18.6% | ||
| Q4 24 | 2.5% | 17.2% | ||
| Q3 24 | -10.5% | 22.9% | ||
| Q2 24 | — | 16.6% |
资本支出强度SNDKYUM
| Q1 26 | 1.3% | — | ||
| Q4 25 | 2.2% | 5.4% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 2.6% | 4.5% | ||
| Q3 24 | 3.6% | 2.8% | ||
| Q2 24 | — | 2.8% |
现金转化率SNDKYUM
| Q1 26 | 1.27× | — | ||
| Q4 25 | 4.36× | 1.15× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | 1.60× | ||
| Q4 24 | 0.91× | 1.21× | ||
| Q3 24 | -0.62× | 1.23× | ||
| Q2 24 | — | 0.93× |
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
SNDK
| Edge | $1.7B | 55% |
| Consumer | $907.0M | 30% |
| Datacenter | $440.0M | 15% |
YUM
| Other | $1.5B | 59% |
| Advertising | $547.0M | 22% |
| Pizza Hut Global Division | $303.0M | 12% |
| The Habit Burger Grill Global Division | $174.0M | 7% |
| Real Estate | $4.0M | 0% |
