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西斯科（SYY）与台积电（TSM）财务数据对比。点击上方公司名可切换其他公司
台积电的季度营收约是西斯科的1.7倍（$35.5B vs $20.8B），台积电净利率更高（50.5% vs 1.9%，领先48.6%）
西斯科是总部位于美国得克萨斯州休斯敦能源走廊区的跨国企业，主要为餐厅、医疗机构、教育机构、体育场馆等各类提供餐食的场所销售配送食品产品，同时也供应餐饮服务相关用品及设备。
台积电是全球规模最大的专业独立半导体晶圆代工厂，总部位于中国台湾新竹，主要为无晶圆厂客户代工生产先进逻辑芯片，服务客户包括苹果、英伟达、AMD、高通和博通等，在3纳米、5纳米、7纳米等先进制程节点领域处于行业领先地位。
SYY vs TSM — 直观对比
营收规模更大
TSM
是对方的1.7倍
$20.8B
净利率更高
TSM
高出48.6%
1.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.8B | $35.5B |
| 净利润 | $389.0M | $17.9B |
| 毛利率 | 18.3% | 66.2% |
| 营业利润率 | 3.3% | 58.0% |
| 净利率 | 1.9% | 50.5% |
| 营收同比 | 3.0% | — |
| 净利润同比 | -4.2% | — |
| 每股收益（稀释后） | $0.81 | $111.55 |
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SYYTSM
| Q1 26 | — | $35.5B | ||
| Q4 25 | $20.8B | $32.7B | ||
| Q3 25 | $21.1B | $30.7B | ||
| Q2 25 | $21.1B | $28.9B | ||
| Q1 25 | $19.6B | $26.0B | ||
| Q4 24 | $20.2B | $88.3B | ||
| Q3 24 | $20.5B | — | ||
| Q2 24 | $20.6B | — |
净利润SYYTSM
| Q1 26 | — | $17.9B | ||
| Q4 25 | $389.0M | $15.8B | ||
| Q3 25 | $476.0M | $14.0B | ||
| Q2 25 | $531.0M | $12.3B | ||
| Q1 25 | $401.0M | $11.2B | ||
| Q4 24 | $406.0M | $35.3B | ||
| Q3 24 | $490.0M | — | ||
| Q2 24 | $611.7M | — |
毛利率SYYTSM
| Q1 26 | — | 66.2% | ||
| Q4 25 | 18.3% | 62.3% | ||
| Q3 25 | 18.4% | 59.5% | ||
| Q2 25 | 18.9% | 58.6% | ||
| Q1 25 | 18.3% | 58.8% | ||
| Q4 24 | 18.1% | 56.1% | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 18.7% | — |
营业利润率SYYTSM
| Q1 26 | — | 58.0% | ||
| Q4 25 | 3.3% | 53.9% | ||
| Q3 25 | 3.8% | 50.6% | ||
| Q2 25 | 4.2% | 49.6% | ||
| Q1 25 | 3.5% | 48.5% | ||
| Q4 24 | 3.5% | 45.7% | ||
| Q3 24 | 3.9% | — | ||
| Q2 24 | 4.7% | — |
净利率SYYTSM
| Q1 26 | — | 50.5% | ||
| Q4 25 | 1.9% | 48.3% | ||
| Q3 25 | 2.3% | 45.7% | ||
| Q2 25 | 2.5% | 42.7% | ||
| Q1 25 | 2.0% | 43.1% | ||
| Q4 24 | 2.0% | 40.0% | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 3.0% | — |
每股收益（稀释后）SYYTSM
| Q1 26 | — | $111.55 | ||
| Q4 25 | $0.81 | $98.45 | ||
| Q3 25 | $0.99 | $87.20 | ||
| Q2 25 | $1.10 | $76.80 | ||
| Q1 25 | $0.82 | $69.70 | ||
| Q4 24 | $0.82 | $1.36 | ||
| Q3 24 | $0.99 | — | ||
| Q2 24 | $1.23 | — |
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 | $1.2B | — |
| 总债务越低越好 | $12.4B | — |
| 股东权益账面价值 | $2.3B | — |
| 总资产 | $27.2B | — |
| 负债/权益比越低杠杆越低 | 5.45× | — |
8季度趋势，按日历期对齐
现金及短期投资SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $844.0M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $793.0M | $64.9B | ||
| Q3 24 | $733.0M | — | ||
| Q2 24 | $696.0M | — |
总债务SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | $12.4B | — | ||
| Q3 25 | $11.5B | — | ||
| Q2 25 | $12.4B | — | ||
| Q1 25 | $12.2B | — | ||
| Q4 24 | $11.4B | — | ||
| Q3 24 | $11.9B | — | ||
| Q2 24 | $11.5B | — |
股东权益SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $2.0B | $130.5B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $1.9B | — |
总资产SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | $27.2B | — | ||
| Q3 25 | $27.0B | — | ||
| Q2 25 | $26.8B | — | ||
| Q1 25 | $26.3B | — | ||
| Q4 24 | $25.3B | $204.1B | ||
| Q3 24 | $25.9B | — | ||
| Q2 24 | $24.9B | — |
负债/权益比SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | 5.45× | — | ||
| Q3 25 | 5.54× | — | ||
| Q2 25 | 6.75× | — | ||
| Q1 25 | 6.37× | — | ||
| Q4 24 | 5.66× | — | ||
| Q3 24 | 5.38× | — | ||
| Q2 24 | 6.19× | — |
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 | $525.0M | — |
| 自由现金流经营现金流 - 资本支出 | $385.0M | — |
| 自由现金流率自由现金流/营收 | 1.9% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 1.35× | — |
| 过去12个月自由现金流最近4个季度 | $1.8B | — |
8季度趋势，按日历期对齐
经营现金流SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | $525.0M | — | ||
| Q3 25 | $86.0M | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $819.0M | — | ||
| Q4 24 | $445.0M | $55.7B | ||
| Q3 24 | $53.0M | — | ||
| Q2 24 | $1.6B | — |
自由现金流SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | $385.0M | — | ||
| Q3 25 | $-74.0M | — | ||
| Q2 25 | $819.0M | — | ||
| Q1 25 | $620.0M | — | ||
| Q4 24 | $234.0M | $26.5B | ||
| Q3 24 | $-69.0M | — | ||
| Q2 24 | $1.3B | — |
自由现金流率SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | -0.3% | — | ||
| Q2 25 | 3.9% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 1.2% | 30.1% | ||
| Q3 24 | -0.3% | — | ||
| Q2 24 | 6.4% | — |
资本支出强度SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 1.0% | 33.0% | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 1.5% | — |
现金转化率SYYTSM
| Q1 26 | — | — | ||
| Q4 25 | 1.35× | — | ||
| Q3 25 | 0.18× | — | ||
| Q2 25 | 2.25× | — | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 1.10× | 1.58× | ||
| Q3 24 | 0.11× | — | ||
| Q2 24 | 2.64× | — |
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
SYY
| International Foodservice Operations | $4.0B | 19% |
| Fresh And Frozen Meats1 | $3.0B | 14% |
| Canned And Dry Products1 | $2.7B | 13% |
| Sygma Segment | $2.1B | 10% |
| Frozen Fruits Vegetables Bakery And Other1 | $2.1B | 10% |
| Dairy Products1 | $1.5B | 7% |
| Poultry1 | $1.3B | 6% |
| Fresh Produce1 | $1.3B | 6% |
| Paper And Disposables1 | $1.0B | 5% |
| Seafood1 | $542.0M | 3% |
| Beverage Products1 | $390.0M | 2% |
| Other Products | $289.0M | 1% |
| Equipment And Smallwares | $286.0M | 1% |
TSM
暂无分部数据
