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Smurfit Westrock（SW）与Universal Health Services（UHS）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Universal Health Services的1.7倍（$7.6B vs $4.5B），Universal Health Services净利率更高（8.0% vs 1.3%，领先6.7%），Universal Health Services同比增速更快（8.2% vs 0.5%），过去两年Smurfit Westrock的营收复合增速更高（60.8% vs 7.3%）
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。
Universal Health Services（简称UHS）是美国财富500强企业，总部位于宾夕法尼亚州普鲁士王市，主营医院运营及各类医疗健康服务，2024年公布的总营收达158亿美元，在全球医疗服务领域具备较强的市场影响力。
SW vs UHS — 直观对比
营收规模更大
SW
是对方的1.7倍
$4.5B
营收增速更快
UHS
高出7.7%
0.5%
净利率更高
UHS
高出6.7%
1.3%
两年增速更快
SW
近两年复合增速
7.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.6B | $4.5B |
| 净利润 | $97.0M | $358.7M |
| 毛利率 | 18.2% | — |
| 营业利润率 | 5.1% | 11.2% |
| 净利率 | 1.3% | 8.0% |
| 营收同比 | 0.5% | 8.2% |
| 净利润同比 | -33.6% | 11.5% |
| 每股收益（稀释后） | $0.18 | $5.65 |
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SWUHS
| Q1 26 | — | $4.5B | ||
| Q4 25 | $7.6B | $4.5B | ||
| Q3 25 | $8.0B | $4.5B | ||
| Q2 25 | $7.9B | $4.3B | ||
| Q1 25 | $7.7B | $4.1B | ||
| Q4 24 | $7.5B | $4.1B | ||
| Q3 24 | $7.7B | $4.0B | ||
| Q2 24 | $3.0B | $3.9B |
净利润SWUHS
| Q1 26 | — | $358.7M | ||
| Q4 25 | $97.0M | $445.9M | ||
| Q3 25 | $246.0M | $373.0M | ||
| Q2 25 | $-28.0M | $353.2M | ||
| Q1 25 | $384.0M | $316.7M | ||
| Q4 24 | $146.0M | $332.4M | ||
| Q3 24 | $-150.0M | $258.7M | ||
| Q2 24 | $132.0M | $289.2M |
毛利率SWUHS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率SWUHS
| Q1 26 | — | 11.2% | ||
| Q4 25 | 5.1% | 11.5% | ||
| Q3 25 | 6.6% | 11.6% | ||
| Q2 25 | 3.2% | 11.7% | ||
| Q1 25 | 7.2% | 11.1% | ||
| Q4 24 | 5.3% | 11.5% | ||
| Q3 24 | 0.7% | 9.7% | ||
| Q2 24 | 8.2% | 11.2% |
净利率SWUHS
| Q1 26 | — | 8.0% | ||
| Q4 25 | 1.3% | 9.9% | ||
| Q3 25 | 3.1% | 8.3% | ||
| Q2 25 | -0.4% | 8.2% | ||
| Q1 25 | 5.0% | 7.7% | ||
| Q4 24 | 1.9% | 8.1% | ||
| Q3 24 | -2.0% | 6.5% | ||
| Q2 24 | 4.4% | 7.4% |
每股收益（稀释后）SWUHS
| Q1 26 | — | $5.65 | ||
| Q4 25 | $0.18 | $7.01 | ||
| Q3 25 | $0.47 | $5.86 | ||
| Q2 25 | $-0.05 | $5.43 | ||
| Q1 25 | $0.73 | $4.80 | ||
| Q4 24 | $-0.12 | $4.94 | ||
| Q3 24 | $-0.30 | $3.80 | ||
| Q2 24 | $0.51 | $4.26 |
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 | $119.0M |
| 总债务越低越好 | $13.4B | $4.7B |
| 股东权益账面价值 | $18.3B | $7.5B |
| 总资产 | $45.2B | $15.7B |
| 负债/权益比越低杠杆越低 | 0.73× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资SWUHS
| Q1 26 | — | $119.0M | ||
| Q4 25 | $892.0M | $137.8M | ||
| Q3 25 | $851.0M | $112.9M | ||
| Q2 25 | $778.0M | $137.6M | ||
| Q1 25 | $797.0M | $126.8M | ||
| Q4 24 | $855.0M | $126.0M | ||
| Q3 24 | — | $106.1M | ||
| Q2 24 | $26.8K | $128.8M |
总债务SWUHS
| Q1 26 | — | $4.7B | ||
| Q4 25 | $13.4B | $4.8B | ||
| Q3 25 | $13.3B | $4.7B | ||
| Q2 25 | $13.3B | $4.6B | ||
| Q1 25 | $12.9B | $4.6B | ||
| Q4 24 | $12.5B | $4.5B | ||
| Q3 24 | $13.2B | $4.7B | ||
| Q2 24 | — | $4.5B |
股东权益SWUHS
| Q1 26 | — | $7.5B | ||
| Q4 25 | $18.3B | $7.3B | ||
| Q3 25 | $18.4B | $7.2B | ||
| Q2 25 | $18.3B | $7.0B | ||
| Q1 25 | $17.9B | $6.8B | ||
| Q4 24 | $17.4B | $6.7B | ||
| Q3 24 | $18.0B | $6.6B | ||
| Q2 24 | $14.5K | $6.5B |
总资产SWUHS
| Q1 26 | — | $15.7B | ||
| Q4 25 | $45.2B | $15.5B | ||
| Q3 25 | $45.6B | $15.3B | ||
| Q2 25 | $45.7B | $15.0B | ||
| Q1 25 | $44.6B | $14.9B | ||
| Q4 24 | $43.8B | $14.5B | ||
| Q3 24 | $45.0B | $14.4B | ||
| Q2 24 | $26.8K | $14.1B |
负债/权益比SWUHS
| Q1 26 | — | 0.63× | ||
| Q4 25 | 0.73× | 0.65× | ||
| Q3 25 | 0.72× | 0.66× | ||
| Q2 25 | 0.73× | 0.65× | ||
| Q1 25 | 0.72× | 0.68× | ||
| Q4 24 | 0.72× | 0.68× | ||
| Q3 24 | 0.73× | 0.71× | ||
| Q2 24 | — | 0.69× |
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 | $401.6M |
| 自由现金流经营现金流 - 资本支出 | $612.0M | — |
| 自由现金流率自由现金流/营收 | 8.1% | — |
| 资本支出强度资本支出/营收 | 7.7% | 4.8% |
| 现金转化率经营现金流/净利润 | 12.32× | 1.12× |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流SWUHS
| Q1 26 | — | $401.6M | ||
| Q4 25 | $1.2B | $574.7M | ||
| Q3 25 | $1.1B | $380.7M | ||
| Q2 25 | $829.0M | $549.0M | ||
| Q1 25 | $235.0M | $360.0M | ||
| Q4 24 | $781.0M | $658.4M | ||
| Q3 24 | $320.0M | $333.0M | ||
| Q2 24 | $340.0M | $679.3M |
自由现金流SWUHS
| Q1 26 | — | — | ||
| Q4 25 | $612.0M | $293.5M | ||
| Q3 25 | $523.0M | $151.8M | ||
| Q2 25 | $307.0M | $283.0M | ||
| Q1 25 | $-242.0M | $121.0M | ||
| Q4 24 | $212.0M | $412.5M | ||
| Q3 24 | $-192.0M | $85.0M | ||
| Q2 24 | $163.0M | $437.9M |
自由现金流率SWUHS
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 6.5% | ||
| Q3 25 | 6.5% | 3.4% | ||
| Q2 25 | 3.9% | 6.6% | ||
| Q1 25 | -3.2% | 3.0% | ||
| Q4 24 | 2.8% | 10.0% | ||
| Q3 24 | -2.5% | 2.1% | ||
| Q2 24 | 5.5% | 11.2% |
资本支出强度SWUHS
| Q1 26 | — | 4.8% | ||
| Q4 25 | 7.7% | 6.3% | ||
| Q3 25 | 7.6% | 5.1% | ||
| Q2 25 | 6.6% | 6.2% | ||
| Q1 25 | 6.2% | 5.8% | ||
| Q4 24 | 7.5% | 6.0% | ||
| Q3 24 | 6.7% | 6.3% | ||
| Q2 24 | 6.0% | 6.2% |
现金转化率SWUHS
| Q1 26 | — | 1.12× | ||
| Q4 25 | 12.32× | 1.29× | ||
| Q3 25 | 4.61× | 1.02× | ||
| Q2 25 | — | 1.55× | ||
| Q1 25 | 0.61× | 1.14× | ||
| Q4 24 | 5.35× | 1.98× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | 2.58× | 2.35× |
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% |
UHS
暂无分部数据
