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西斯科（SYY）与泰森食品（TSN）财务数据对比。点击上方公司名可切换其他公司
西斯科的季度营收约是泰森食品的1.5倍（$20.8B vs $14.3B），西斯科净利率更高（1.9% vs 0.6%，领先1.3%），泰森食品同比增速更快（5.1% vs 3.0%），泰森食品自由现金流更多（$690.0M vs $385.0M），过去两年泰森食品的营收复合增速更高（4.6% vs 3.5%）
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。
泰森食品是总部位于美国阿肯色州斯普林代尔的跨国食品企业，是仅次于JBS的全球第二大鸡肉、牛肉、猪肉加工销售商，同时是美国规模最大的肉类企业，常年位居美国牛肉出口占比首位，旗下运营泰森、Jimmy Dean、Hillshire Farm等多个知名食品品牌。
SYY vs TSN — 直观对比
营收规模更大
SYY
是对方的1.5倍
$14.3B
营收增速更快
TSN
高出2.0%
3.0%
净利率更高
SYY
高出1.3%
0.6%
自由现金流更多
TSN
多$305.0M
$385.0M
两年增速更快
TSN
近两年复合增速
3.5%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.8B | $14.3B |
| 净利润 | $389.0M | $85.0M |
| 毛利率 | 18.3% | 5.6% |
| 营业利润率 | 3.3% | 2.1% |
| 净利率 | 1.9% | 0.6% |
| 营收同比 | 3.0% | 5.1% |
| 净利润同比 | -4.2% | -76.3% |
| 每股收益（稀释后） | $0.81 | $0.24 |
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SYYTSN
| Q4 25 | $20.8B | $14.3B | ||
| Q3 25 | $21.1B | $13.9B | ||
| Q2 25 | $21.1B | $13.9B | ||
| Q1 25 | $19.6B | $13.1B | ||
| Q4 24 | $20.2B | $13.6B | ||
| Q3 24 | $20.5B | $13.6B | ||
| Q2 24 | $20.6B | $13.4B | ||
| Q1 24 | $19.4B | $13.1B |
净利润SYYTSN
| Q4 25 | $389.0M | $85.0M | ||
| Q3 25 | $476.0M | $47.0M | ||
| Q2 25 | $531.0M | $61.0M | ||
| Q1 25 | $401.0M | $7.0M | ||
| Q4 24 | $406.0M | $359.0M | ||
| Q3 24 | $490.0M | $357.0M | ||
| Q2 24 | $611.7M | $191.0M | ||
| Q1 24 | $424.7M | $145.0M |
毛利率SYYTSN
| Q4 25 | 18.3% | 5.6% | ||
| Q3 25 | 18.4% | 5.2% | ||
| Q2 25 | 18.9% | 8.2% | ||
| Q1 25 | 18.3% | 4.6% | ||
| Q4 24 | 18.1% | 8.0% | ||
| Q3 24 | 18.3% | 7.8% | ||
| Q2 24 | 18.7% | 6.6% | ||
| Q1 24 | 18.6% | 6.6% |
营业利润率SYYTSN
| Q4 25 | 3.3% | 2.1% | ||
| Q3 25 | 3.8% | 1.1% | ||
| Q2 25 | 4.2% | 1.9% | ||
| Q1 25 | 3.5% | 0.8% | ||
| Q4 24 | 3.5% | 4.3% | ||
| Q3 24 | 3.9% | 3.9% | ||
| Q2 24 | 4.7% | 2.6% | ||
| Q1 24 | 3.7% | 2.4% |
净利率SYYTSN
| Q4 25 | 1.9% | 0.6% | ||
| Q3 25 | 2.3% | 0.3% | ||
| Q2 25 | 2.5% | 0.4% | ||
| Q1 25 | 2.0% | 0.1% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 2.4% | 2.6% | ||
| Q2 24 | 3.0% | 1.4% | ||
| Q1 24 | 2.2% | 1.1% |
每股收益（稀释后）SYYTSN
| Q4 25 | $0.81 | $0.24 | ||
| Q3 25 | $0.99 | $0.13 | ||
| Q2 25 | $1.10 | $0.17 | ||
| Q1 25 | $0.82 | $0.02 | ||
| Q4 24 | $0.82 | $1.01 | ||
| Q3 24 | $0.99 | $1.00 | ||
| Q2 24 | $1.23 | $0.54 | ||
| Q1 24 | $0.85 | $0.41 |
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 | $1.3B |
| 总债务越低越好 | $12.4B | $7.5B |
| 股东权益账面价值 | $2.3B | $18.0B |
| 总资产 | $27.2B | $36.0B |
| 负债/权益比越低杠杆越低 | 5.45× | 0.41× |
8季度趋势，按日历期对齐
现金及短期投资SYYTSN
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $844.0M | $1.2B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.5B | $992.0M | ||
| Q4 24 | $793.0M | $2.3B | ||
| Q3 24 | $733.0M | $1.7B | ||
| Q2 24 | $696.0M | $2.6B | ||
| Q1 24 | $598.3M | $2.2B |
总债务SYYTSN
| Q4 25 | $12.4B | $7.5B | ||
| Q3 25 | $11.5B | $7.9B | ||
| Q2 25 | $12.4B | $8.2B | ||
| Q1 25 | $12.2B | $8.2B | ||
| Q4 24 | $11.4B | $9.7B | ||
| Q3 24 | $11.9B | $9.7B | ||
| Q2 24 | $11.5B | $9.7B | ||
| Q1 24 | $12.1B | $9.6B |
股东权益SYYTSN
| Q4 25 | $2.3B | $18.0B | ||
| Q3 25 | $2.1B | $18.1B | ||
| Q2 25 | $1.8B | $18.3B | ||
| Q1 25 | $1.9B | $18.4B | ||
| Q4 24 | $2.0B | $18.5B | ||
| Q3 24 | $2.2B | $18.4B | ||
| Q2 24 | $1.9B | $18.1B | ||
| Q1 24 | $2.1B | $18.1B |
总资产SYYTSN
| Q4 25 | $27.2B | $36.0B | ||
| Q3 25 | $27.0B | $36.7B | ||
| Q2 25 | $26.8B | $36.5B | ||
| Q1 25 | $26.3B | $36.3B | ||
| Q4 24 | $25.3B | $37.3B | ||
| Q3 24 | $25.9B | $37.1B | ||
| Q2 24 | $24.9B | $37.7B | ||
| Q1 24 | $24.7B | $37.5B |
负债/权益比SYYTSN
| Q4 25 | 5.45× | 0.41× | ||
| Q3 25 | 5.54× | 0.44× | ||
| Q2 25 | 6.75× | 0.45× | ||
| Q1 25 | 6.37× | 0.44× | ||
| Q4 24 | 5.66× | 0.52× | ||
| Q3 24 | 5.38× | 0.53× | ||
| Q2 24 | 6.19× | 0.54× | ||
| Q1 24 | 5.77× | 0.53× |
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 | $942.0M |
| 自由现金流经营现金流 - 资本支出 | $385.0M | $690.0M |
| 自由现金流率自由现金流/营收 | 1.9% | 4.8% |
| 资本支出强度资本支出/营收 | 0.7% | 1.8% |
| 现金转化率经营现金流/净利润 | 1.35× | 11.08× |
| 过去12个月自由现金流最近4个季度 | $1.8B | $1.1B |
8季度趋势，按日历期对齐
经营现金流SYYTSN
| Q4 25 | $525.0M | $942.0M | ||
| Q3 25 | $86.0M | $535.0M | ||
| Q2 25 | $1.2B | $774.0M | ||
| Q1 25 | $819.0M | $-185.0M | ||
| Q4 24 | $445.0M | $1.0B | ||
| Q3 24 | $53.0M | $617.0M | ||
| Q2 24 | $1.6B | $796.0M | ||
| Q1 24 | $517.3M | $-123.0M |
自由现金流SYYTSN
| Q4 25 | $385.0M | $690.0M | ||
| Q3 25 | $-74.0M | $248.0M | ||
| Q2 25 | $819.0M | $547.0M | ||
| Q1 25 | $620.0M | $-378.0M | ||
| Q4 24 | $234.0M | $760.0M | ||
| Q3 24 | $-69.0M | $369.0M | ||
| Q2 24 | $1.3B | $533.0M | ||
| Q1 24 | $333.9M | $-390.0M |
自由现金流率SYYTSN
| Q4 25 | 1.9% | 4.8% | ||
| Q3 25 | -0.3% | 1.8% | ||
| Q2 25 | 3.9% | 3.9% | ||
| Q1 25 | 3.2% | -2.9% | ||
| Q4 24 | 1.2% | 5.6% | ||
| Q3 24 | -0.3% | 2.7% | ||
| Q2 24 | 6.4% | 4.0% | ||
| Q1 24 | 1.7% | -3.0% |
资本支出强度SYYTSN
| Q4 25 | 0.7% | 1.8% | ||
| Q3 25 | 0.8% | 2.1% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 1.0% | 1.5% | ||
| Q4 24 | 1.0% | 2.0% | ||
| Q3 24 | 0.6% | 1.8% | ||
| Q2 24 | 1.5% | 2.0% | ||
| Q1 24 | 0.9% | 2.0% |
现金转化率SYYTSN
| Q4 25 | 1.35× | 11.08× | ||
| Q3 25 | 0.18× | 11.38× | ||
| Q2 25 | 2.25× | 12.69× | ||
| Q1 25 | 2.04× | -26.43× | ||
| Q4 24 | 1.10× | 2.87× | ||
| Q3 24 | 0.11× | 1.73× | ||
| Q2 24 | 2.64× | 4.17× | ||
| Q1 24 | 1.22× | -0.85× |
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% |
TSN
| Beef | $5.8B | 40% |
| Retail Sales Channel | $2.9B | 20% |
| Pork | $1.6B | 11% |
| Foodservice Sales Channel | $1.6B | 11% |
| Other | $776.0M | 5% |
| Industrialand Other Sales Channel | $575.0M | 4% |
| International Sales Channel | $542.0M | 4% |
| Intersegment Revenues | $534.0M | 4% |
