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爱玛客（ARMK）与国际香精香料（IFF）财务数据对比。点击上方公司名可切换其他公司
爱玛客的季度营收约是国际香精香料的1.9倍（$4.8B vs $2.6B），爱玛客净利率更高（2.0% vs 0.2%，领先1.8%），爱玛客同比增速更快（6.1% vs -6.6%），国际香精香料自由现金流更多（$130.0M vs $-904.4M），过去两年爱玛客的营收复合增速更高（7.3% vs -5.5%）
爱玛客是美国知名的餐饮服务与设施管理服务商，服务覆盖教育、司法监管、医疗、企业、休闲文旅等多个领域，业务遍布北美地区及英国、德国、智利、爱尔兰、西班牙在内的14个国家，为各场景客户提供专业后勤支持解决方案。
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
ARMK vs IFF — 直观对比
营收规模更大
ARMK
是对方的1.9倍
$2.6B
营收增速更快
ARMK
高出12.7%
-6.6%
净利率更高
ARMK
高出1.8%
0.2%
自由现金流更多
IFF
多$1.0B
$-904.4M
两年增速更快
ARMK
近两年复合增速
-5.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.8B | $2.6B |
| 净利润 | $96.2M | $5.0M |
| 毛利率 | — | 34.4% |
| 营业利润率 | 4.5% | 3.7% |
| 净利率 | 2.0% | 0.2% |
| 营收同比 | 6.1% | -6.6% |
| 净利润同比 | -9.0% | 110.9% |
| 每股收益（稀释后） | $0.36 | $0.03 |
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ARMKIFF
| Q1 26 | $4.8B | — | ||
| Q4 25 | $5.0B | $2.6B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | $4.6B | $2.8B | ||
| Q1 25 | $4.3B | $2.8B | ||
| Q4 24 | $4.6B | $2.8B | ||
| Q3 24 | $4.4B | $2.9B | ||
| Q2 24 | $4.4B | $2.9B |
净利润ARMKIFF
| Q1 26 | $96.2M | — | ||
| Q4 25 | $87.1M | $5.0M | ||
| Q3 25 | — | $40.0M | ||
| Q2 25 | $71.8M | $612.0M | ||
| Q1 25 | $61.9M | $-1.0B | ||
| Q4 24 | $105.6M | $-46.0M | ||
| Q3 24 | $122.4M | $59.0M | ||
| Q2 24 | $58.1M | $170.0M |
毛利率ARMKIFF
| Q1 26 | — | — | ||
| Q4 25 | — | 34.4% | ||
| Q3 25 | — | 36.5% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 36.4% | ||
| Q4 24 | — | 35.4% | ||
| Q3 24 | — | 36.0% | ||
| Q2 24 | — | 37.0% |
营业利润率ARMKIFF
| Q1 26 | 4.5% | — | ||
| Q4 25 | 4.3% | 3.7% | ||
| Q3 25 | — | 8.4% | ||
| Q2 25 | 3.9% | 7.2% | ||
| Q1 25 | 4.1% | -31.8% | ||
| Q4 24 | 4.8% | 4.6% | ||
| Q3 24 | 5.0% | 8.5% | ||
| Q2 24 | 3.7% | 6.6% |
净利率ARMKIFF
| Q1 26 | 2.0% | — | ||
| Q4 25 | 1.7% | 0.2% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 1.6% | 22.1% | ||
| Q1 25 | 1.4% | -35.8% | ||
| Q4 24 | 2.3% | -1.7% | ||
| Q3 24 | 2.8% | 2.0% | ||
| Q2 24 | 1.3% | 5.9% |
每股收益（稀释后）ARMKIFF
| Q1 26 | $0.36 | — | ||
| Q4 25 | $0.33 | $0.03 | ||
| Q3 25 | — | $0.16 | ||
| Q2 25 | $0.27 | $2.38 | ||
| Q1 25 | $0.23 | $-3.98 | ||
| Q4 24 | $0.39 | $-0.17 | ||
| Q3 24 | $0.46 | $0.23 | ||
| Q2 24 | $0.22 | $0.66 |
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 | $439.6M | $590.0M |
| 总债务越低越好 | $6.2B | $5.6B |
| 股东权益账面价值 | $3.2B | $14.2B |
| 总资产 | $13.5B | $25.5B |
| 负债/权益比越低杠杆越低 | 1.94× | 0.40× |
8季度趋势，按日历期对齐
现金及短期投资ARMKIFF
| Q1 26 | $439.6M | — | ||
| Q4 25 | $639.1M | $590.0M | ||
| Q3 25 | — | $621.0M | ||
| Q2 25 | $501.5M | $816.0M | ||
| Q1 25 | $920.5M | $613.0M | ||
| Q4 24 | $484.1M | $469.0M | ||
| Q3 24 | $672.5M | $567.0M | ||
| Q2 24 | $436.1M | $671.0M |
总债务ARMKIFF
| Q1 26 | $6.2B | — | ||
| Q4 25 | $5.4B | $5.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | $6.3B | — | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $5.0B | $8.9B | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $5.0B | — |
股东权益ARMKIFF
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $14.2B | ||
| Q3 25 | — | $14.2B | ||
| Q2 25 | $3.1B | $14.4B | ||
| Q1 25 | $3.0B | $13.2B | ||
| Q4 24 | $3.1B | $13.9B | ||
| Q3 24 | $3.0B | $14.8B | ||
| Q2 24 | $2.9B | $14.3B |
总资产ARMKIFF
| Q1 26 | $13.5B | — | ||
| Q4 25 | $13.3B | $25.5B | ||
| Q3 25 | — | $25.8B | ||
| Q2 25 | $13.3B | $26.1B | ||
| Q1 25 | $13.5B | $28.3B | ||
| Q4 24 | $12.7B | $28.7B | ||
| Q3 24 | $12.7B | $29.9B | ||
| Q2 24 | $12.5B | $29.5B |
负债/权益比ARMKIFF
| Q1 26 | 1.94× | — | ||
| Q4 25 | 1.71× | 0.40× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.03× | — | ||
| Q1 25 | 2.02× | — | ||
| Q4 24 | 1.61× | 0.64× | ||
| Q3 24 | 1.42× | — | ||
| Q2 24 | 1.71× | — |
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 | $-782.2M | $318.0M |
| 自由现金流经营现金流 - 资本支出 | $-904.4M | $130.0M |
| 自由现金流率自由现金流/营收 | -18.7% | 5.0% |
| 资本支出强度资本支出/营收 | 2.5% | 7.3% |
| 现金转化率经营现金流/净利润 | -8.13× | 63.60× |
| 过去12个月自由现金流最近4个季度 | — | $256.0M |
8季度趋势，按日历期对齐
经营现金流ARMKIFF
| Q1 26 | $-782.2M | — | ||
| Q4 25 | — | $318.0M | ||
| Q3 25 | — | $164.0M | ||
| Q2 25 | $76.7M | $241.0M | ||
| Q1 25 | $255.9M | $127.0M | ||
| Q4 24 | $-587.2M | $368.0M | ||
| Q3 24 | $1.0B | $366.0M | ||
| Q2 24 | $140.7M | $237.0M |
自由现金流ARMKIFF
| Q1 26 | $-904.4M | — | ||
| Q4 25 | — | $130.0M | ||
| Q3 25 | — | $32.0M | ||
| Q2 25 | $-34.7M | $146.0M | ||
| Q1 25 | $140.1M | $-52.0M | ||
| Q4 24 | $-707.0M | $208.0M | ||
| Q3 24 | $882.3M | $263.0M | ||
| Q2 24 | $55.6M | $155.0M |
自由现金流率ARMKIFF
| Q1 26 | -18.7% | — | ||
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | -0.8% | 5.3% | ||
| Q1 25 | 3.3% | -1.8% | ||
| Q4 24 | -15.5% | 7.5% | ||
| Q3 24 | 20.0% | 9.0% | ||
| Q2 24 | 1.3% | 5.4% |
资本支出强度ARMKIFF
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.8% | 7.3% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | 2.4% | 3.4% | ||
| Q1 25 | 2.7% | 6.3% | ||
| Q4 24 | 2.6% | 5.8% | ||
| Q3 24 | 3.2% | 3.5% | ||
| Q2 24 | 1.9% | 2.8% |
现金转化率ARMKIFF
| Q1 26 | -8.13× | — | ||
| Q4 25 | — | 63.60× | ||
| Q3 25 | — | 4.10× | ||
| Q2 25 | 1.07× | 0.39× | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | -5.56× | — | ||
| Q3 24 | 8.35× | 6.20× | ||
| Q2 24 | 2.42× | 1.39× |
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
ARMK
| Education | $1.1B | 22% |
| Sports Leisure Corrections | $961.2M | 20% |
| Food And Support Services International | $847.8M | 18% |
| Other | $621.6M | 13% |
| Businessand Industry | $510.6M | 11% |
| Health Care | $421.3M | 9% |
| Facility Services | $382.9M | 8% |
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
