vs
Smurfit Westrock（SW）与优步（UBER）财务数据对比。点击上方公司名可切换其他公司
优步的季度营收约是Smurfit Westrock的1.9倍（$14.4B vs $7.6B），优步净利率更高（2.1% vs 1.3%，领先0.8%），优步同比增速更快（20.1% vs 0.5%），优步自由现金流更多（$2.8B vs $612.0M），过去两年Smurfit Westrock的营收复合增速更高（60.8% vs 19.1%）
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。
优步是总部位于美国加利福尼亚州旧金山的跨国出行科技企业，核心业务涵盖网约车、快递、食品配送及货运服务，业务覆盖全球约70个国家和15000座城市，是全球规模最大的共享出行平台，月活用户超1.8亿，活跃司机及配送员超600万。
SW vs UBER — 直观对比
营收规模更大
UBER
是对方的1.9倍
$7.6B
营收增速更快
UBER
高出19.6%
0.5%
净利率更高
UBER
高出0.8%
1.3%
自由现金流更多
UBER
多$2.2B
$612.0M
两年增速更快
SW
近两年复合增速
19.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $14.4B |
| 净利润 | $97.0M | $296.0M |
| 毛利率 | 18.2% | — |
| 营业利润率 | 5.1% | 12.3% |
| 净利率 | 1.3% | 2.1% |
| 营收同比 | 0.5% | 20.1% |
| 净利润同比 | -33.6% | -95.7% |
| 每股收益（稀释后） | $0.18 | $0.16 |
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SWUBER
| Q4 25 | $7.6B | $14.4B | ||
| Q3 25 | $8.0B | $13.5B | ||
| Q2 25 | $7.9B | $12.7B | ||
| Q1 25 | $7.7B | $11.5B | ||
| Q4 24 | $7.5B | $12.0B | ||
| Q3 24 | $7.7B | $11.2B | ||
| Q2 24 | $3.0B | $10.7B | ||
| Q1 24 | $2.9B | $10.1B |
净利润SWUBER
| Q4 25 | $97.0M | $296.0M | ||
| Q3 25 | $246.0M | $6.6B | ||
| Q2 25 | $-28.0M | $1.4B | ||
| Q1 25 | $384.0M | $1.8B | ||
| Q4 24 | $146.0M | $6.9B | ||
| Q3 24 | $-150.0M | $2.6B | ||
| Q2 24 | $132.0M | $1.0B | ||
| Q1 24 | $191.0M | $-654.0M |
毛利率SWUBER
| Q4 25 | 18.2% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 19.1% | — | ||
| Q3 24 | 17.6% | — | ||
| Q2 24 | 23.3% | — | ||
| Q1 24 | 24.2% | — |
营业利润率SWUBER
| Q4 25 | 5.1% | 12.3% | ||
| Q3 25 | 6.6% | 8.3% | ||
| Q2 25 | 3.2% | 11.5% | ||
| Q1 25 | 7.2% | 10.6% | ||
| Q4 24 | 5.3% | 6.4% | ||
| Q3 24 | 0.7% | 9.5% | ||
| Q2 24 | 8.2% | 7.4% | ||
| Q1 24 | 10.5% | 1.7% |
净利率SWUBER
| Q4 25 | 1.3% | 2.1% | ||
| Q3 25 | 3.1% | 49.2% | ||
| Q2 25 | -0.4% | 10.7% | ||
| Q1 25 | 5.0% | 15.4% | ||
| Q4 24 | 1.9% | 57.6% | ||
| Q3 24 | -2.0% | 23.3% | ||
| Q2 24 | 4.4% | 9.5% | ||
| Q1 24 | 6.5% | -6.5% |
每股收益（稀释后）SWUBER
| Q4 25 | $0.18 | $0.16 | ||
| Q3 25 | $0.47 | $3.11 | ||
| Q2 25 | $-0.05 | $0.63 | ||
| Q1 25 | $0.73 | $0.83 | ||
| Q4 24 | $-0.12 | $3.21 | ||
| Q3 24 | $-0.30 | $1.20 | ||
| Q2 24 | $0.51 | $0.47 | ||
| Q1 24 | $0.73 | $-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 | $892.0M | $7.6B |
| 总债务越低越好 | $13.4B | $10.6B |
| 股东权益账面价值 | $18.3B | $27.0B |
| 总资产 | $45.2B | $61.8B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资SWUBER
| Q4 25 | $892.0M | $7.6B | ||
| Q3 25 | $851.0M | $9.1B | ||
| Q2 25 | $778.0M | $7.4B | ||
| Q1 25 | $797.0M | $6.0B | ||
| Q4 24 | $855.0M | $7.0B | ||
| Q3 24 | — | $9.1B | ||
| Q2 24 | $26.8K | $6.3B | ||
| Q1 24 | $108 | $5.8B |
总债务SWUBER
| Q4 25 | $13.4B | $10.6B | ||
| Q3 25 | $13.3B | — | ||
| Q2 25 | $13.3B | — | ||
| Q1 25 | $12.9B | — | ||
| Q4 24 | $12.5B | $9.6B | ||
| Q3 24 | $13.2B | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益SWUBER
| Q4 25 | $18.3B | $27.0B | ||
| Q3 25 | $18.4B | $28.1B | ||
| Q2 25 | $18.3B | $22.6B | ||
| Q1 25 | $17.9B | $22.0B | ||
| Q4 24 | $17.4B | $21.6B | ||
| Q3 24 | $18.0B | $14.8B | ||
| Q2 24 | $14.5K | $12.3B | ||
| Q1 24 | $108 | $11.1B |
总资产SWUBER
| Q4 25 | $45.2B | $61.8B | ||
| Q3 25 | $45.6B | $63.3B | ||
| Q2 25 | $45.7B | $56.0B | ||
| Q1 25 | $44.6B | $52.8B | ||
| Q4 24 | $43.8B | $51.2B | ||
| Q3 24 | $45.0B | $47.1B | ||
| Q2 24 | $26.8K | $41.5B | ||
| Q1 24 | $108 | $39.6B |
负债/权益比SWUBER
| Q4 25 | 0.73× | 0.39× | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.72× | — | ||
| Q4 24 | 0.72× | 0.44× | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $1.2B | $2.9B |
| 自由现金流经营现金流 - 资本支出 | $612.0M | $2.8B |
| 自由现金流率自由现金流/营收 | 8.1% | 19.5% |
| 资本支出强度资本支出/营收 | 7.7% | 0.5% |
| 现金转化率经营现金流/净利润 | 12.32× | 9.74× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $9.8B |
8季度趋势，按日历期对齐
经营现金流SWUBER
| Q4 25 | $1.2B | $2.9B | ||
| Q3 25 | $1.1B | $2.3B | ||
| Q2 25 | $829.0M | $2.6B | ||
| Q1 25 | $235.0M | $2.3B | ||
| Q4 24 | $781.0M | $1.8B | ||
| Q3 24 | $320.0M | $2.2B | ||
| Q2 24 | $340.0M | $1.8B | ||
| Q1 24 | $42.0M | $1.4B |
自由现金流SWUBER
| Q4 25 | $612.0M | $2.8B | ||
| Q3 25 | $523.0M | $2.2B | ||
| Q2 25 | $307.0M | $2.5B | ||
| Q1 25 | $-242.0M | $2.3B | ||
| Q4 24 | $212.0M | $1.7B | ||
| Q3 24 | $-192.0M | $2.1B | ||
| Q2 24 | $163.0M | $1.7B | ||
| Q1 24 | $-166.0M | $1.4B |
自由现金流率SWUBER
| Q4 25 | 8.1% | 19.5% | ||
| Q3 25 | 6.5% | 16.6% | ||
| Q2 25 | 3.9% | 19.6% | ||
| Q1 25 | -3.2% | 19.5% | ||
| Q4 24 | 2.8% | 14.3% | ||
| Q3 24 | -2.5% | 18.9% | ||
| Q2 24 | 5.5% | 16.1% | ||
| Q1 24 | -5.7% | 13.4% |
资本支出强度SWUBER
| Q4 25 | 7.7% | 0.5% | ||
| Q3 25 | 7.6% | 0.7% | ||
| Q2 25 | 6.6% | 0.7% | ||
| Q1 25 | 6.2% | 0.6% | ||
| Q4 24 | 7.5% | 0.4% | ||
| Q3 24 | 6.7% | 0.4% | ||
| Q2 24 | 6.0% | 0.9% | ||
| Q1 24 | 7.1% | 0.6% |
现金转化率SWUBER
| Q4 25 | 12.32× | 9.74× | ||
| Q3 25 | 4.61× | 0.35× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | 0.61× | 1.31× | ||
| Q4 24 | 5.35× | 0.25× | ||
| Q3 24 | — | 0.82× | ||
| Q2 24 | 2.58× | 1.79× | ||
| Q1 24 | 0.22× | — |
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
SW
| Packaging | $3.3B | 43% |
| Other | $3.2B | 43% |
| Paper | $1.1B | 14% |
UBER
| Mobility | $8.2B | 57% |
| Delivery | $4.9B | 34% |
| Freight | $1.3B | 9% |
