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思佳讯（SWKS）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
思佳讯的季度营收约是TreeHouse Foods, Inc.的1.1倍（$943.7M vs $840.3M），思佳讯净利率更高（3.8% vs -31.6%，领先35.4%），TreeHouse Foods, Inc.同比增速更快（0.1% vs -1.0%），过去两年思佳讯的营收复合增速更高（2.1% vs -3.9%）
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
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”。
SWKS vs THS — 直观对比
营收规模更大
SWKS
是对方的1.1倍
$840.3M
营收增速更快
THS
高出1.1%
-1.0%
净利率更高
SWKS
高出35.4%
-31.6%
两年增速更快
SWKS
近两年复合增速
-3.9%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $943.7M | $840.3M |
| 净利润 | $35.6M | $-265.8M |
| 毛利率 | 40.8% | 18.8% |
| 营业利润率 | 4.5% | -30.2% |
| 净利率 | 3.8% | -31.6% |
| 营收同比 | -1.0% | 0.1% |
| 净利润同比 | -48.2% | -7717.6% |
| 每股收益（稀释后） | $0.24 | $-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SWKSTHS
| Q2 26 | $943.7M | — | ||
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | — | $840.3M | ||
| Q2 25 | $965.0M | $798.0M | ||
| Q1 25 | $953.2M | $792.0M | ||
| Q4 24 | $1.1B | $905.7M | ||
| Q3 24 | $1.0B | $839.1M |
净利润SWKSTHS
| Q2 26 | $35.6M | — | ||
| Q1 26 | $79.2M | — | ||
| Q4 25 | $141.4M | — | ||
| Q3 25 | — | $-265.8M | ||
| Q2 25 | $105.0M | $-2.9M | ||
| Q1 25 | $68.7M | $-31.8M | ||
| Q4 24 | $162.0M | $58.7M | ||
| Q3 24 | $60.5M | $-3.4M |
毛利率SWKSTHS
| Q2 26 | 40.8% | — | ||
| Q1 26 | 41.3% | — | ||
| Q4 25 | 40.7% | — | ||
| Q3 25 | — | 18.8% | ||
| Q2 25 | 41.6% | 17.4% | ||
| Q1 25 | 41.1% | 14.5% | ||
| Q4 24 | 41.4% | 19.5% | ||
| Q3 24 | 41.9% | 15.6% |
营业利润率SWKSTHS
| Q2 26 | 4.5% | — | ||
| Q1 26 | 10.0% | — | ||
| Q4 25 | 10.1% | — | ||
| Q3 25 | — | -30.2% | ||
| Q2 25 | 11.5% | 3.4% | ||
| Q1 25 | 10.2% | -0.7% | ||
| Q4 24 | 16.9% | 8.9% | ||
| Q3 24 | 5.8% | 3.8% |
净利率SWKSTHS
| Q2 26 | 3.8% | — | ||
| Q1 26 | 7.6% | — | ||
| Q4 25 | 12.9% | — | ||
| Q3 25 | — | -31.6% | ||
| Q2 25 | 10.9% | -0.4% | ||
| Q1 25 | 7.2% | -4.0% | ||
| Q4 24 | 15.2% | 6.5% | ||
| Q3 24 | 5.9% | -0.4% |
每股收益（稀释后）SWKSTHS
| Q2 26 | $0.24 | — | ||
| Q1 26 | $0.53 | — | ||
| Q4 25 | $0.95 | — | ||
| Q3 25 | — | $-5.26 | ||
| Q2 25 | $0.70 | $-0.06 | ||
| Q1 25 | $0.43 | $-0.63 | ||
| Q4 24 | $1.00 | $1.12 | ||
| Q3 24 | $0.36 | $-0.07 |
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 | — | $21.0M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $5.8B | $1.3B |
| 总资产 | $7.9B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资SWKSTHS
| Q2 26 | — | — | ||
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | $1.3B | $17.1M | ||
| Q1 25 | $1.5B | $16.4M | ||
| Q4 24 | $1.7B | $289.6M | ||
| Q3 24 | $1.6B | $102.0M |
总债务SWKSTHS
| Q2 26 | — | — | ||
| Q1 26 | $496.6M | — | ||
| Q4 25 | $496.4M | — | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $496.2M | $1.5B | ||
| Q1 25 | $995.1M | $1.4B | ||
| Q4 24 | $994.7M | $1.4B | ||
| Q3 24 | $994.3M | $1.4B |
股东权益SWKSTHS
| Q2 26 | $5.8B | — | ||
| Q1 26 | $5.8B | — | ||
| Q4 25 | $5.8B | — | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $5.7B | $1.5B | ||
| Q1 25 | $5.9B | $1.5B | ||
| Q4 24 | $6.4B | $1.5B | ||
| Q3 24 | $6.3B | $1.6B |
总资产SWKSTHS
| Q2 26 | $7.9B | — | ||
| Q1 26 | $7.9B | — | ||
| Q4 25 | $7.9B | — | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | $7.7B | $4.0B | ||
| Q1 25 | $7.9B | $3.9B | ||
| Q4 24 | $8.3B | $4.0B | ||
| Q3 24 | $8.3B | $4.0B |
负债/权益比SWKSTHS
| Q2 26 | — | — | ||
| Q1 26 | 0.09× | — | ||
| Q4 25 | 0.09× | — | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | 0.09× | 0.98× | ||
| Q1 25 | 0.17× | 0.93× | ||
| Q4 24 | 0.16× | 0.90× | ||
| Q3 24 | 0.16× | 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 | $50.3M | $38.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 8.7% | — |
| 现金转化率经营现金流/净利润 | 1.41× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流SWKSTHS
| Q2 26 | $50.3M | — | ||
| Q1 26 | $395.5M | — | ||
| Q4 25 | $200.0M | — | ||
| Q3 25 | — | $38.2M | ||
| Q2 25 | $314.2M | $-47.2M | ||
| Q1 25 | $409.4M | $-53.5M | ||
| Q4 24 | $377.2M | $296.2M | ||
| Q3 24 | $476.1M | $41.4M |
自由现金流SWKSTHS
| Q2 26 | — | — | ||
| Q1 26 | $339.0M | — | ||
| Q4 25 | $144.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $252.7M | — | ||
| Q1 25 | $370.9M | — | ||
| Q4 24 | $338.2M | — | ||
| Q3 24 | $393.3M | — |
自由现金流率SWKSTHS
| Q2 26 | — | — | ||
| Q1 26 | 32.7% | — | ||
| Q4 25 | 13.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 26.2% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 31.7% | — | ||
| Q3 24 | 38.4% | — |
资本支出强度SWKSTHS
| Q2 26 | 8.7% | — | ||
| Q1 26 | 5.5% | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 8.1% | — |
现金转化率SWKSTHS
| Q2 26 | 1.41× | — | ||
| Q1 26 | 4.99× | — | ||
| Q4 25 | 1.41× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.99× | — | ||
| Q1 25 | 5.96× | — | ||
| Q4 24 | 2.33× | 5.05× | ||
| Q3 24 | 7.87× | — |
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
SWKS
暂无分部数据
THS
| Retail Grocery Customers | $670.6M | 80% |
| Food Away From Home And Other | $85.3M | 10% |
| Co Manufacturing | $84.4M | 10% |
