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博思艾伦汉密尔顿（BAH）与百胜餐饮集团（YUM）财务数据对比。点击上方公司名可切换其他公司
博思艾伦汉密尔顿的季度营收约是百胜餐饮集团的1.0倍（$2.6B vs $2.5B），百胜餐饮集团净利率更高（21.3% vs 7.6%，领先13.6%），百胜餐饮集团同比增速更快（6.5% vs -10.2%），百胜餐饮集团自由现金流更多（$482.0M vs $248.0M），过去两年百胜餐饮集团的营收复合增速更高（25.5% vs -2.8%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
百胜餐饮集团是美国跨国快餐企业，前身为百事可乐1977年收购肯德基、必胜客、塔可贝尔后成立的子公司，1997年从百事可乐分拆独立。目前集团运营肯德基、必胜客、塔可贝尔、哈比特汉堡等知名餐饮品牌，同时持有多家科技公司为业务发展提供支持。
BAH vs YUM — 直观对比
营收规模更大
BAH
是对方的1.0倍
$2.5B
营收增速更快
YUM
高出16.7%
-10.2%
净利率更高
YUM
高出13.6%
7.6%
自由现金流更多
YUM
多$234.0M
$248.0M
两年增速更快
YUM
近两年复合增速
-2.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.5B |
| 净利润 | $200.0M | $535.0M |
| 毛利率 | 51.9% | 67.6% |
| 营业利润率 | 8.8% | 29.3% |
| 净利率 | 7.6% | 21.3% |
| 营收同比 | -10.2% | 6.5% |
| 净利润同比 | 7.0% | 26.5% |
| 每股收益（稀释后） | $1.63 | $1.91 |
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BAHYUM
| Q4 25 | $2.6B | $2.5B | ||
| Q3 25 | $2.9B | $2.0B | ||
| Q2 25 | $2.9B | $1.9B | ||
| Q1 25 | $3.0B | $1.8B | ||
| Q4 24 | $2.9B | $2.4B | ||
| Q3 24 | $3.1B | $1.8B | ||
| Q2 24 | $2.9B | $1.8B | ||
| Q1 24 | $2.8B | $1.6B |
净利润BAHYUM
| Q4 25 | $200.0M | $535.0M | ||
| Q3 25 | $175.0M | $397.0M | ||
| Q2 25 | $271.0M | $374.0M | ||
| Q1 25 | $192.7M | $253.0M | ||
| Q4 24 | $186.9M | $423.0M | ||
| Q3 24 | $390.1M | $382.0M | ||
| Q2 24 | $165.2M | $367.0M | ||
| Q1 24 | $128.0M | $314.0M |
毛利率BAHYUM
| Q4 25 | 51.9% | 67.6% | ||
| Q3 25 | 53.6% | 70.3% | ||
| Q2 25 | 51.3% | 71.0% | ||
| Q1 25 | 53.6% | 70.9% | ||
| Q4 24 | 55.2% | 69.2% | ||
| Q3 24 | 56.7% | 71.4% | ||
| Q2 24 | 53.4% | 73.3% | ||
| Q1 24 | 54.7% | 75.0% |
营业利润率BAHYUM
| Q4 25 | 8.8% | 29.3% | ||
| Q3 25 | 9.8% | 33.7% | ||
| Q2 25 | 8.8% | 32.2% | ||
| Q1 25 | 9.2% | 30.7% | ||
| Q4 24 | 10.0% | 27.8% | ||
| Q3 24 | 17.4% | 33.9% | ||
| Q2 24 | 8.7% | 34.4% | ||
| Q1 24 | 9.5% | 32.5% |
净利率BAHYUM
| Q4 25 | 7.6% | 21.3% | ||
| Q3 25 | 6.1% | 20.1% | ||
| Q2 25 | 9.3% | 19.3% | ||
| Q1 25 | 6.5% | 14.2% | ||
| Q4 24 | 6.4% | 17.9% | ||
| Q3 24 | 12.4% | 20.9% | ||
| Q2 24 | 5.6% | 20.8% | ||
| Q1 24 | 4.6% | 19.6% |
每股收益（稀释后）BAHYUM
| Q4 25 | $1.63 | $1.91 | ||
| Q3 25 | $1.42 | $1.41 | ||
| Q2 25 | $2.16 | $1.33 | ||
| Q1 25 | $1.52 | $0.90 | ||
| Q4 24 | $1.45 | $1.49 | ||
| Q3 24 | $3.01 | $1.35 | ||
| Q2 24 | $1.27 | $1.28 | ||
| Q1 24 | $0.97 | $1.10 |
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 | $882.0M | $709.0M |
| 总债务越低越好 | $3.9B | $11.9B |
| 股东权益账面价值 | $1.0B | $-7.3B |
| 总资产 | $7.1B | $8.2B |
| 负债/权益比越低杠杆越低 | 3.84× | — |
8季度趋势，按日历期对齐
现金及短期投资BAHYUM
| Q4 25 | $882.0M | $709.0M | ||
| Q3 25 | $816.0M | $1.0B | ||
| Q2 25 | $711.0M | $677.0M | ||
| Q1 25 | $885.0M | $607.0M | ||
| Q4 24 | $453.5M | $707.0M | ||
| Q3 24 | $558.7M | $548.0M | ||
| Q2 24 | $297.7M | $520.0M | ||
| Q1 24 | $554.3M | $652.0M |
总债务BAHYUM
| Q4 25 | $3.9B | $11.9B | ||
| Q3 25 | $4.0B | $11.5B | ||
| Q2 25 | $4.0B | $10.4B | ||
| Q1 25 | $4.0B | $11.3B | ||
| Q4 24 | $3.4B | $11.3B | ||
| Q3 24 | $3.4B | $11.2B | ||
| Q2 24 | $3.4B | $11.1B | ||
| Q1 24 | $3.4B | $11.1B |
股东权益BAHYUM
| Q4 25 | $1.0B | $-7.3B | ||
| Q3 25 | $996.0M | $-7.5B | ||
| Q2 25 | $1.1B | $-7.7B | ||
| Q1 25 | $1.0B | $-7.8B | ||
| Q4 24 | $1.2B | $-7.6B | ||
| Q3 24 | $1.2B | $-7.7B | ||
| Q2 24 | $1.1B | $-7.6B | ||
| Q1 24 | $1.0B | $-7.8B |
总资产BAHYUM
| Q4 25 | $7.1B | $8.2B | ||
| Q3 25 | $7.2B | $7.2B | ||
| Q2 25 | $7.2B | $6.9B | ||
| Q1 25 | $7.3B | $6.7B | ||
| Q4 24 | $6.8B | $6.7B | ||
| Q3 24 | $6.9B | $6.5B | ||
| Q2 24 | $6.6B | $6.4B | ||
| Q1 24 | $6.6B | $6.2B |
负债/权益比BAHYUM
| Q4 25 | 3.84× | — | ||
| Q3 25 | 3.98× | — | ||
| Q2 25 | 3.74× | — | ||
| Q1 25 | 3.99× | — | ||
| Q4 24 | 2.79× | — | ||
| Q3 24 | 2.83× | — | ||
| Q2 24 | 3.14× | — | ||
| Q1 24 | 3.26× | — |
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 | $261.0M | $617.0M |
| 自由现金流经营现金流 - 资本支出 | $248.0M | $482.0M |
| 自由现金流率自由现金流/营收 | 9.5% | 19.2% |
| 资本支出强度资本支出/营收 | 0.5% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.30× | 1.15× |
| 过去12个月自由现金流最近4个季度 | $933.4M | $1.6B |
8季度趋势，按日历期对齐
经营现金流BAHYUM
| Q4 25 | $261.0M | $617.0M | ||
| Q3 25 | $421.0M | $543.0M | ||
| Q2 25 | $119.0M | $446.0M | ||
| Q1 25 | $219.0M | $404.0M | ||
| Q4 24 | $150.8M | $513.0M | ||
| Q3 24 | $587.1M | $471.0M | ||
| Q2 24 | $52.1M | $342.0M | ||
| Q1 24 | $143.8M | $363.0M |
自由现金流BAHYUM
| Q4 25 | $248.0M | $482.0M | ||
| Q3 25 | $395.0M | $449.0M | ||
| Q2 25 | $96.0M | $375.0M | ||
| Q1 25 | $194.4M | $333.0M | ||
| Q4 24 | $133.6M | $407.0M | ||
| Q3 24 | $563.3M | $419.0M | ||
| Q2 24 | $19.7M | $292.0M | ||
| Q1 24 | $127.6M | $314.0M |
自由现金流率BAHYUM
| Q4 25 | 9.5% | 19.2% | ||
| Q3 25 | 13.7% | 22.7% | ||
| Q2 25 | 3.3% | 19.4% | ||
| Q1 25 | 6.5% | 18.6% | ||
| Q4 24 | 4.6% | 17.2% | ||
| Q3 24 | 17.9% | 22.9% | ||
| Q2 24 | 0.7% | 16.6% | ||
| Q1 24 | 4.6% | 19.6% |
资本支出强度BAHYUM
| Q4 25 | 0.5% | 5.4% | ||
| Q3 25 | 0.9% | 4.7% | ||
| Q2 25 | 0.8% | 3.7% | ||
| Q1 25 | 0.8% | 4.0% | ||
| Q4 24 | 0.6% | 4.5% | ||
| Q3 24 | 0.8% | 2.8% | ||
| Q2 24 | 1.1% | 2.8% | ||
| Q1 24 | 0.6% | 3.1% |
现金转化率BAHYUM
| Q4 25 | 1.30× | 1.15× | ||
| Q3 25 | 2.41× | 1.37× | ||
| Q2 25 | 0.44× | 1.19× | ||
| Q1 25 | 1.14× | 1.60× | ||
| Q4 24 | 0.81× | 1.21× | ||
| Q3 24 | 1.50× | 1.23× | ||
| Q2 24 | 0.32× | 0.93× | ||
| Q1 24 | 1.12× | 1.16× |
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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
YUM
| Other | $1.5B | 59% |
| Advertising | $547.0M | 22% |
| Pizza Hut Global Division | $303.0M | 12% |
| The Habit Burger Grill Global Division | $174.0M | 7% |
| Real Estate | $4.0M | 0% |
