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西斯科（SYY）与维萨（V）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维萨的1.8倍（$20.8B vs $11.2B），维萨净利率更高（53.4% vs 1.9%，领先51.6%），维萨同比增速更快（17.0% vs 3.0%），过去两年维萨的营收复合增速更高（12.3% 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。
维萨（Visa Inc.）是总部位于美国加利福尼亚州旧金山的跨国支付卡服务企业，业务覆盖全球电子资金转账领域，旗下拥有Visa品牌的信用卡、借记卡、预付卡等多条产品线，为全球消费者及商户提供安全便捷的电子支付解决方案。
SYY vs V — 直观对比
营收规模更大
SYY
是对方的1.8倍
$11.2B
营收增速更快
V
高出14.0%
3.0%
净利率更高
V
高出51.6%
1.9%
两年增速更快
V
近两年复合增速
3.5%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $20.8B | $11.2B |
| 净利润 | $389.0M | $6.0B |
| 毛利率 | 18.3% | — |
| 营业利润率 | 3.3% | 64.4% |
| 净利率 | 1.9% | 53.4% |
| 营收同比 | 3.0% | 17.0% |
| 净利润同比 | -4.2% | 32.0% |
| 每股收益（稀释后） | $0.81 | — |
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SYYV
| Q2 26 | — | $11.2B | ||
| Q4 25 | $20.8B | $10.9B | ||
| Q3 25 | $21.1B | $10.7B | ||
| Q2 25 | $21.1B | $10.2B | ||
| Q1 25 | $19.6B | $9.6B | ||
| Q4 24 | $20.2B | $9.5B | ||
| Q3 24 | $20.5B | $9.6B | ||
| Q2 24 | $20.6B | $8.9B |
净利润SYYV
| Q2 26 | — | $6.0B | ||
| Q4 25 | $389.0M | $5.9B | ||
| Q3 25 | $476.0M | $5.1B | ||
| Q2 25 | $531.0M | $5.3B | ||
| Q1 25 | $401.0M | $4.6B | ||
| Q4 24 | $406.0M | $5.1B | ||
| Q3 24 | $490.0M | $5.3B | ||
| Q2 24 | $611.7M | $4.9B |
毛利率SYYV
| Q2 26 | — | — | ||
| Q4 25 | 18.3% | — | ||
| Q3 25 | 18.4% | — | ||
| Q2 25 | 18.9% | — | ||
| Q1 25 | 18.3% | — | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 18.3% | — | ||
| Q2 24 | 18.7% | — |
营业利润率SYYV
| Q2 26 | — | 64.4% | ||
| Q4 25 | 3.3% | 61.8% | ||
| Q3 25 | 3.8% | 57.3% | ||
| Q2 25 | 4.2% | 60.7% | ||
| Q1 25 | 3.5% | 56.6% | ||
| Q4 24 | 3.5% | 65.6% | ||
| Q3 24 | 3.9% | 66.0% | ||
| Q2 24 | 4.7% | 66.7% |
净利率SYYV
| Q2 26 | — | 53.4% | ||
| Q4 25 | 1.9% | 53.7% | ||
| Q3 25 | 2.3% | 47.5% | ||
| Q2 25 | 2.5% | 51.8% | ||
| Q1 25 | 2.0% | 47.7% | ||
| Q4 24 | 2.0% | 53.8% | ||
| Q3 24 | 2.4% | 55.3% | ||
| Q2 24 | 3.0% | 54.7% |
每股收益（稀释后）SYYV
| Q2 26 | — | — | ||
| Q4 25 | $0.81 | — | ||
| Q3 25 | $0.99 | — | ||
| Q2 25 | $1.10 | — | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.82 | — | ||
| 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 | $12.4B |
| 总债务越低越好 | $12.4B | $22.4B |
| 股东权益账面价值 | $2.3B | $35.7B |
| 总资产 | $27.2B | $95.0B |
| 负债/权益比越低杠杆越低 | 5.45× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资SYYV
| Q2 26 | — | $12.4B | ||
| Q4 25 | $1.2B | $14.8B | ||
| Q3 25 | $844.0M | $17.2B | ||
| Q2 25 | $1.1B | $17.1B | ||
| Q1 25 | $1.5B | $11.7B | ||
| Q4 24 | $793.0M | $12.4B | ||
| Q3 24 | $733.0M | $12.0B | ||
| Q2 24 | $696.0M | $12.9B |
总债务SYYV
| Q2 26 | — | $22.4B | ||
| 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SYYV
| Q2 26 | — | $35.7B | ||
| Q4 25 | $2.3B | $38.8B | ||
| Q3 25 | $2.1B | $37.9B | ||
| Q2 25 | $1.8B | $38.7B | ||
| Q1 25 | $1.9B | $38.0B | ||
| Q4 24 | $2.0B | $38.3B | ||
| Q3 24 | $2.2B | $39.1B | ||
| Q2 24 | $1.9B | $39.7B |
总资产SYYV
| Q2 26 | — | $95.0B | ||
| Q4 25 | $27.2B | $96.8B | ||
| Q3 25 | $27.0B | $99.6B | ||
| Q2 25 | $26.8B | $100.0B | ||
| Q1 25 | $26.3B | $92.9B | ||
| Q4 24 | $25.3B | $91.9B | ||
| Q3 24 | $25.9B | $94.5B | ||
| Q2 24 | $24.9B | $91.0B |
负债/权益比SYYV
| Q2 26 | — | 0.63× | ||
| 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SYYV
| Q2 26 | — | — | ||
| Q4 25 | $525.0M | $6.8B | ||
| Q3 25 | $86.0M | $6.2B | ||
| Q2 25 | $1.2B | $6.7B | ||
| Q1 25 | $819.0M | $4.7B | ||
| Q4 24 | $445.0M | $5.4B | ||
| Q3 24 | $53.0M | $6.7B | ||
| Q2 24 | $1.6B | $5.1B |
自由现金流SYYV
| Q2 26 | — | — | ||
| Q4 25 | $385.0M | $6.4B | ||
| Q3 25 | $-74.0M | $5.8B | ||
| Q2 25 | $819.0M | $6.3B | ||
| Q1 25 | $620.0M | $4.4B | ||
| Q4 24 | $234.0M | $5.1B | ||
| Q3 24 | $-69.0M | $6.4B | ||
| Q2 24 | $1.3B | $4.7B |
自由现金流率SYYV
| Q2 26 | — | — | ||
| Q4 25 | 1.9% | 58.7% | ||
| Q3 25 | -0.3% | 54.5% | ||
| Q2 25 | 3.9% | 62.0% | ||
| Q1 25 | 3.2% | 45.5% | ||
| Q4 24 | 1.2% | 53.1% | ||
| Q3 24 | -0.3% | 66.1% | ||
| Q2 24 | 6.4% | 53.2% |
资本支出强度SYYV
| Q2 26 | — | — | ||
| Q4 25 | 0.7% | 3.5% | ||
| Q3 25 | 0.8% | 3.6% | ||
| Q2 25 | 1.8% | 4.1% | ||
| Q1 25 | 1.0% | 3.4% | ||
| Q4 24 | 1.0% | 3.6% | ||
| Q3 24 | 0.6% | 3.2% | ||
| Q2 24 | 1.5% | 4.5% |
现金转化率SYYV
| Q2 26 | — | — | ||
| Q4 25 | 1.35× | 1.16× | ||
| Q3 25 | 0.18× | 1.23× | ||
| Q2 25 | 2.25× | 1.28× | ||
| Q1 25 | 2.04× | 1.03× | ||
| Q4 24 | 1.10× | 1.05× | ||
| Q3 24 | 0.11× | 1.25× | ||
| Q2 24 | 2.64× | 1.05× |
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% |
V
| Data processing revenue | $5.5B | 49% |
| International transaction revenue | $3.6B | 32% |
| Other revenue | $1.3B | 12% |
| Other | $736.0M | 7% |
