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SONOCO PRODUCTS CO(SON)与HANOVER INSURANCE GROUP, INC.(THG)财务数据对比。点击上方公司名可切换其他公司
SONOCO PRODUCTS CO的季度营收约是HANOVER INSURANCE GROUP, INC.的1.0倍($1.7B vs $1.7B),HANOVER INSURANCE GROUP, INC.净利率更高(11.9% vs 4.1%,领先7.8%),HANOVER INSURANCE GROUP, INC.同比增速更快(5.5% vs -1.9%),HANOVER INSURANCE GROUP, INC.自由现金流更多($377.0M vs $-428.3B),过去两年HANOVER INSURANCE GROUP, INC.的营收复合增速更高(3.8% vs 1.2%)
索诺科产品公司是美国多元化包装服务商,主营消费包装、工业产品、防护包装及包装供应链服务,是全球最大的复合罐、纸管和纸芯生产商。公司成立于1889年,年净销售额约73亿美元,在33个国家设有超335个运营点,员工1.99万名,业务覆盖超85个国家,总部位于南卡罗来纳州哈茨维尔。
汉诺威保险集团是总部位于美国马萨诸塞州伍斯特市的保险企业,1852年成立时主营财产责任保险,以原名公开上市交易,直至上世纪90年代初更名为Allmerica财产意外伤害保险公司。
SON vs THG — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.7B |
| 净利润 | $68.0M | $198.5M |
| 毛利率 | 20.6% | — |
| 营业利润率 | 7.6% | 17.3% |
| 净利率 | 4.1% | 11.9% |
| 营收同比 | -1.9% | 5.5% |
| 净利润同比 | 25.9% | 18.2% |
| 每股收益(稀释后) | $0.68 | $5.46 |
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
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $2.1B | $1.7B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $1.7B | $1.6B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $1.6B | $1.5B |
| Q1 26 | $68.0M | — | ||
| Q4 25 | $332.2M | $198.5M | ||
| Q3 25 | $122.9M | $178.7M | ||
| Q2 25 | $493.4M | $157.1M | ||
| Q1 25 | $54.4M | $128.2M | ||
| Q4 24 | — | $167.9M | ||
| Q3 24 | $50.9M | $102.1M | ||
| Q2 24 | $90.8M | $40.5M |
| Q1 26 | 20.6% | — | ||
| Q4 25 | 19.6% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 21.3% | — | ||
| Q1 25 | 20.7% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 22.0% | — |
| Q1 26 | 7.6% | — | ||
| Q4 25 | 29.4% | 17.3% | ||
| Q3 25 | 9.1% | 14.9% | ||
| Q2 25 | 9.2% | 12.7% | ||
| Q1 25 | 7.4% | 11.6% | ||
| Q4 24 | — | 16.1% | ||
| Q3 24 | 7.6% | 9.6% | ||
| Q2 24 | 8.6% | 6.2% |
| Q1 26 | 4.1% | — | ||
| Q4 25 | 18.8% | 11.9% | ||
| Q3 25 | 5.8% | 10.7% | ||
| Q2 25 | 25.8% | 9.5% | ||
| Q1 25 | 3.2% | 8.0% | ||
| Q4 24 | — | 10.6% | ||
| Q3 24 | 3.0% | 6.5% | ||
| Q2 24 | 5.6% | 2.6% |
| Q1 26 | $0.68 | — | ||
| Q4 25 | $3.33 | $5.46 | ||
| Q3 25 | $1.23 | $4.90 | ||
| Q2 25 | $4.96 | $4.30 | ||
| Q1 25 | $0.55 | $3.50 | ||
| Q4 24 | — | $4.60 | ||
| Q3 24 | $0.51 | $2.80 | ||
| Q2 24 | $0.92 | $1.12 |
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 | $224.5M | $1.1B |
| 总债务越低越好 | $3.5B | $843.3M |
| 股东权益账面价值 | $3.6B | $3.6B |
| 总资产 | $11.1B | $16.9B |
| 负债/权益比越低杠杆越低 | 0.97× | 0.24× |
8季度趋势,按日历期对齐
| Q1 26 | $224.5M | — | ||
| Q4 25 | $378.4M | $1.1B | ||
| Q3 25 | $244.9M | $915.7M | ||
| Q2 25 | $329.8M | $244.1M | ||
| Q1 25 | $181.8M | $315.1M | ||
| Q4 24 | — | $435.5M | ||
| Q3 24 | $1.9B | $427.1M | ||
| Q2 24 | $140.2M | $337.6M |
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.8B | $843.3M | ||
| Q3 25 | $3.8B | $843.0M | ||
| Q2 25 | $5.0B | $347.8M | ||
| Q1 25 | $5.0B | $722.5M | ||
| Q4 24 | — | $722.3M | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $2.5B | — |
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $3.6B | ||
| Q3 25 | $3.3B | $3.4B | ||
| Q2 25 | $3.2B | $3.2B | ||
| Q1 25 | $2.4B | $3.0B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | $2.5B | $2.9B | ||
| Q2 24 | $2.4B | $2.6B |
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.2B | $16.9B | ||
| Q3 25 | $11.7B | $16.8B | ||
| Q2 25 | $12.0B | $15.7B | ||
| Q1 25 | $12.7B | $15.5B | ||
| Q4 24 | — | $15.3B | ||
| Q3 24 | $9.0B | $15.4B | ||
| Q2 24 | $7.2B | $14.9B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 1.05× | 0.24× | ||
| Q3 25 | 1.15× | 0.25× | ||
| Q2 25 | 1.54× | 0.11× | ||
| Q1 25 | 2.03× | 0.24× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | 1.74× | — | ||
| Q2 24 | 1.04× | — |
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 | — | $378.2M |
| 自由现金流经营现金流 - 资本支出 | $-428.3B | $377.0M |
| 自由现金流率自由现金流/营收 | -25547.4% | 22.6% |
| 资本支出强度资本支出/营收 | 3600.5% | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | $-427.6B | $1.2B |
8季度趋势,按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $412.9M | $378.2M | ||
| Q3 25 | $291.5M | $554.4M | ||
| Q2 25 | $193.4M | $206.6M | ||
| Q1 25 | $-208.1M | $38.9M | ||
| Q4 24 | — | $213.5M | ||
| Q3 24 | $162.1M | $394.7M | ||
| Q2 24 | $109.3M | $139.5M |
| Q1 26 | $-428.3B | — | ||
| Q4 25 | $322.3M | $377.0M | ||
| Q3 25 | $225.6M | $551.4M | ||
| Q2 25 | $98.6M | $204.9M | ||
| Q1 25 | $-300.8M | $37.1M | ||
| Q4 24 | — | $210.5M | ||
| Q3 24 | $70.5M | $392.3M | ||
| Q2 24 | $16.0M | $137.3M |
| Q1 26 | -25547.4% | — | ||
| Q4 25 | 18.2% | 22.6% | ||
| Q3 25 | 10.6% | 33.1% | ||
| Q2 25 | 5.2% | 12.4% | ||
| Q1 25 | -17.6% | 2.3% | ||
| Q4 24 | — | 13.3% | ||
| Q3 24 | 4.2% | 25.1% | ||
| Q2 24 | 1.0% | 8.9% |
| Q1 26 | 3600.5% | — | ||
| Q4 25 | 5.1% | 0.1% | ||
| Q3 25 | 3.1% | 0.2% | ||
| Q2 25 | 5.0% | 0.1% | ||
| Q1 25 | 5.4% | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | 5.5% | 0.2% | ||
| Q2 24 | 5.7% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.24× | 1.91× | ||
| Q3 25 | 2.37× | 3.10× | ||
| Q2 25 | 0.39× | 1.32× | ||
| Q1 25 | -3.82× | 0.30× | ||
| Q4 24 | — | 1.27× | ||
| Q3 24 | 3.18× | 3.87× | ||
| Q2 24 | 1.20× | 3.44× |
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
SON
| Consumer Packaging | $1.1B | 65% |
| Industrial Paper Packaging | $587.5M | 35% |
| All Other | $55.1M | 3% |
THG
| Personal Lines Segment | $684.6M | 41% |
| Core Commercial Lines Segment | $617.8M | 37% |
| Specialty Lines Segment | $377.9M | 23% |