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SONOCO PRODUCTS CO（SON）与TreeHouse Foods, Inc.（THS）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TreeHouse Foods, Inc.的2.0倍（$1.7B vs $840.3M），SONOCO PRODUCTS CO净利率更高（4.1% vs -31.6%，领先35.7%），TreeHouse Foods, Inc.同比增速更快（0.1% vs -1.9%），过去两年SONOCO PRODUCTS CO的营收复合增速更高（1.2% vs -3.9%）
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。
树屋食品公司是一家跨国食品加工企业，主打贴牌包装食品生产，总部位于美国伊利诺伊州奥克布鲁克，2005年成立后完全通过收购拓展业务。2010年该公司销售额达20亿美元，在20座工厂拥有超4000名员工，曾获评《食品加工》杂志2010年度加工企业，被称为“你没听过的大型企业”。
SON vs THS — 直观对比
营收规模更大
SON
是对方的2.0倍
$840.3M
营收增速更快
THS
高出2.1%
-1.9%
净利率更高
SON
高出35.7%
-31.6%
两年增速更快
SON
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $840.3M |
| 净利润 | $68.0M | $-265.8M |
| 毛利率 | 20.6% | 18.8% |
| 营业利润率 | 7.6% | -30.2% |
| 净利率 | 4.1% | -31.6% |
| 营收同比 | -1.9% | 0.1% |
| 净利润同比 | 25.9% | -7717.6% |
| 每股收益（稀释后） | $0.68 | $-5.26 |
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SONTHS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.1B | $840.3M | ||
| Q2 25 | $1.9B | $798.0M | ||
| Q1 25 | $1.7B | $792.0M | ||
| Q4 24 | — | $905.7M | ||
| Q3 24 | $1.7B | $839.1M | ||
| Q2 24 | $1.6B | $788.5M |
净利润SONTHS
| Q1 26 | $68.0M | — | ||
| Q4 25 | $332.2M | — | ||
| Q3 25 | $122.9M | $-265.8M | ||
| Q2 25 | $493.4M | $-2.9M | ||
| Q1 25 | $54.4M | $-31.8M | ||
| Q4 24 | — | $58.7M | ||
| Q3 24 | $50.9M | $-3.4M | ||
| Q2 24 | $90.8M | $-16.7M |
毛利率SONTHS
| Q1 26 | 20.6% | — | ||
| Q4 25 | 19.6% | — | ||
| Q3 25 | 21.9% | 18.8% | ||
| Q2 25 | 21.3% | 17.4% | ||
| Q1 25 | 20.7% | 14.5% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | 21.4% | 15.6% | ||
| Q2 24 | 22.0% | 16.3% |
营业利润率SONTHS
| Q1 26 | 7.6% | — | ||
| Q4 25 | 29.4% | — | ||
| Q3 25 | 9.1% | -30.2% | ||
| Q2 25 | 9.2% | 3.4% | ||
| Q1 25 | 7.4% | -0.7% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | 7.6% | 3.8% | ||
| Q2 24 | 8.6% | -0.5% |
净利率SONTHS
| Q1 26 | 4.1% | — | ||
| Q4 25 | 18.8% | — | ||
| Q3 25 | 5.8% | -31.6% | ||
| Q2 25 | 25.8% | -0.4% | ||
| Q1 25 | 3.2% | -4.0% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | 3.0% | -0.4% | ||
| Q2 24 | 5.6% | -2.1% |
每股收益（稀释后）SONTHS
| Q1 26 | $0.68 | — | ||
| Q4 25 | $3.33 | — | ||
| Q3 25 | $1.23 | $-5.26 | ||
| Q2 25 | $4.96 | $-0.06 | ||
| Q1 25 | $0.55 | $-0.63 | ||
| Q4 24 | — | $1.12 | ||
| Q3 24 | $0.51 | $-0.07 | ||
| Q2 24 | $0.92 | $-0.32 |
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 | $21.0M |
| 总债务越低越好 | $3.5B | $1.5B |
| 股东权益账面价值 | $3.6B | $1.3B |
| 总资产 | $11.1B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.97× | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资SONTHS
| Q1 26 | $224.5M | — | ||
| Q4 25 | $378.4M | — | ||
| Q3 25 | $244.9M | $21.0M | ||
| Q2 25 | $329.8M | $17.1M | ||
| Q1 25 | $181.8M | $16.4M | ||
| Q4 24 | — | $289.6M | ||
| Q3 24 | $1.9B | $102.0M | ||
| Q2 24 | $140.2M | $105.8M |
总债务SONTHS
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.8B | $1.5B | ||
| Q2 25 | $5.0B | $1.5B | ||
| Q1 25 | $5.0B | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | $4.3B | $1.4B | ||
| Q2 24 | $2.5B | $1.4B |
股东权益SONTHS
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $3.3B | $1.3B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $2.4B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $2.5B | $1.6B | ||
| Q2 24 | $2.4B | $1.6B |
总资产SONTHS
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.2B | — | ||
| Q3 25 | $11.7B | $3.8B | ||
| Q2 25 | $12.0B | $4.0B | ||
| Q1 25 | $12.7B | $3.9B | ||
| Q4 24 | — | $4.0B | ||
| Q3 24 | $9.0B | $4.0B | ||
| Q2 24 | $7.2B | $3.9B |
负债/权益比SONTHS
| Q1 26 | 0.97× | — | ||
| Q4 25 | 1.05× | — | ||
| Q3 25 | 1.15× | 1.18× | ||
| Q2 25 | 1.54× | 0.98× | ||
| Q1 25 | 2.03× | 0.93× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | 1.74× | 0.90× | ||
| Q2 24 | 1.04× | 0.90× |
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 | — | $38.2M |
| 自由现金流经营现金流 - 资本支出 | $-428.3B | — |
| 自由现金流率自由现金流/营收 | -25547.4% | — |
| 资本支出强度资本支出/营收 | 3600.5% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-427.6B | — |
8季度趋势，按日历期对齐
经营现金流SONTHS
| Q1 26 | — | — | ||
| Q4 25 | $412.9M | — | ||
| Q3 25 | $291.5M | $38.2M | ||
| Q2 25 | $193.4M | $-47.2M | ||
| Q1 25 | $-208.1M | $-53.5M | ||
| Q4 24 | — | $296.2M | ||
| Q3 24 | $162.1M | $41.4M | ||
| Q2 24 | $109.3M | $-19.4M |
自由现金流SONTHS
| Q1 26 | $-428.3B | — | ||
| Q4 25 | $322.3M | — | ||
| Q3 25 | $225.6M | — | ||
| Q2 25 | $98.6M | — | ||
| Q1 25 | $-300.8M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $70.5M | — | ||
| Q2 24 | $16.0M | $-42.2M |
自由现金流率SONTHS
| Q1 26 | -25547.4% | — | ||
| Q4 25 | 18.2% | — | ||
| Q3 25 | 10.6% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | -17.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.2% | — | ||
| Q2 24 | 1.0% | -5.4% |
资本支出强度SONTHS
| Q1 26 | 3600.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 5.7% | 2.9% |
现金转化率SONTHS
| Q1 26 | — | — | ||
| Q4 25 | 1.24× | — | ||
| Q3 25 | 2.37× | — | ||
| Q2 25 | 0.39× | — | ||
| Q1 25 | -3.82× | — | ||
| Q4 24 | — | 5.05× | ||
| Q3 24 | 3.18× | — | ||
| Q2 24 | 1.20× | — |
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% |
THS
| Retail Grocery Customers | $670.6M | 80% |
| Food Away From Home And Other | $85.3M | 10% |
| Co Manufacturing | $84.4M | 10% |
