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贝壳控股（BEKE）与Church & Dwight（CHD）财务数据对比。点击上方公司名可切换其他公司
贝壳控股的季度营收约是Church & Dwight的2.0倍（$3.2B vs $1.6B），Church & Dwight净利率更高（8.7% vs 3.2%，领先5.5%），过去两年贝壳控股的营收复合增速更高（9.8% vs 4.6%）
贝壳控股是中国领先的线上线下一体化居住服务平台，旗下运营贝壳找房等品牌，业务覆盖二手房交易经纪、新房代理销售、房屋租赁、家装改造及居住相关金融咨询服务，可满足消费者全周期居住需求。
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
BEKE vs CHD — 直观对比
营收规模更大
BEKE
是对方的2.0倍
$1.6B
净利率更高
CHD
高出5.5%
3.2%
两年增速更快
BEKE
近两年复合增速
4.6%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $1.6B |
| 净利润 | $104.9M | $143.5M |
| 毛利率 | 21.4% | 45.8% |
| 营业利润率 | 2.6% | 16.2% |
| 净利率 | 3.2% | 8.7% |
| 营收同比 | — | 3.9% |
| 净利润同比 | — | -24.2% |
| 每股收益（稀释后） | — | $0.60 |
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BEKECHD
| Q4 25 | $3.2B | $1.6B | ||
| Q3 25 | $3.6B | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $3.2B | $1.5B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | $3.2B | $1.5B | ||
| Q2 24 | $3.2B | $1.5B | ||
| Q1 24 | $2.3B | $1.5B |
净利润BEKECHD
| Q4 25 | $104.9M | $143.5M | ||
| Q3 25 | $182.4M | $182.2M | ||
| Q2 25 | — | $191.0M | ||
| Q1 25 | $117.9M | $220.1M | ||
| Q4 24 | — | $189.2M | ||
| Q3 24 | $166.5M | $-75.1M | ||
| Q2 24 | $261.5M | $243.5M | ||
| Q1 24 | $59.8M | $227.7M |
毛利率BEKECHD
| Q4 25 | 21.4% | 45.8% | ||
| Q3 25 | 21.9% | 45.1% | ||
| Q2 25 | — | 43.0% | ||
| Q1 25 | 20.7% | 45.0% | ||
| Q4 24 | — | 44.7% | ||
| Q3 24 | 22.7% | 45.2% | ||
| Q2 24 | 27.9% | 47.1% | ||
| Q1 24 | 25.2% | 45.7% |
营业利润率BEKECHD
| Q4 25 | 2.6% | 16.2% | ||
| Q3 25 | 4.1% | 16.1% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | 2.5% | 20.1% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | 3.2% | -6.1% | ||
| Q2 24 | 8.6% | 22.3% | ||
| Q1 24 | 0.1% | 20.3% |
净利率BEKECHD
| Q4 25 | 3.2% | 8.7% | ||
| Q3 25 | 5.0% | 11.5% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | 3.7% | 15.0% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | 5.2% | -5.0% | ||
| Q2 24 | 8.1% | 16.1% | ||
| Q1 24 | 2.6% | 15.1% |
每股收益（稀释后）BEKECHD
| Q4 25 | — | $0.60 | ||
| Q3 25 | — | $0.75 | ||
| Q2 25 | — | $0.78 | ||
| Q1 25 | — | $0.89 | ||
| Q4 24 | — | $0.76 | ||
| Q3 24 | — | $-0.31 | ||
| Q2 24 | — | $0.99 | ||
| Q1 24 | — | $0.93 |
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 | $1.3B | $409.0M |
| 总债务越低越好 | — | $2.2B |
| 股东权益账面价值 | — | $4.0B |
| 总资产 | $16.8B | $8.9B |
| 负债/权益比越低杠杆越低 | — | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资BEKECHD
| Q4 25 | $1.3B | $409.0M | ||
| Q3 25 | $1.6B | $305.3M | ||
| Q2 25 | — | $923.2M | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | — | $964.1M | ||
| Q3 24 | $1.4B | $752.1M | ||
| Q2 24 | $1.3B | $491.7M | ||
| Q1 24 | $2.5B | $349.7M |
总债务BEKECHD
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.2B | ||
| Q1 24 | — | $2.2B |
股东权益BEKECHD
| Q4 25 | — | $4.0B | ||
| Q3 25 | $9.6B | $4.2B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | $9.5B | $4.6B | ||
| Q4 24 | — | $4.4B | ||
| Q3 24 | $10.1B | $4.2B | ||
| Q2 24 | $9.7B | $4.3B | ||
| Q1 24 | $9.6B | $4.1B |
总资产BEKECHD
| Q4 25 | $16.8B | $8.9B | ||
| Q3 25 | $17.3B | $9.1B | ||
| Q2 25 | — | $8.8B | ||
| Q1 25 | $18.0B | $9.0B | ||
| Q4 24 | — | $8.9B | ||
| Q3 24 | $17.5B | $8.7B | ||
| Q2 24 | $16.9B | $8.8B | ||
| Q1 24 | $16.5B | $8.6B |
负债/权益比BEKECHD
| Q4 25 | — | 0.55× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.54× |
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
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
