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富兰克林邓普顿（BEN）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
国际香精香料的季度营收约是富兰克林邓普顿的1.1倍（$2.6B vs $2.3B），富兰克林邓普顿净利率更高（11.0% vs 0.2%，领先10.8%），富兰克林邓普顿同比增速更快（3.4% vs -6.6%），过去两年富兰克林邓普顿的营收复合增速更高（4.0% vs -5.5%）
富兰克林资源（运营品牌为富兰克林邓普顿）是美国跨国投资管理控股集团，1947年创立于纽约，纽交所上市代码为BEN，命名源自创始人敬仰的本杰明·富兰克林，是全球知名的综合投资服务机构。
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。
BEN vs IFF — 直观对比
营收规模更大
IFF
是对方的1.1倍
$2.3B
营收增速更快
BEN
高出9.9%
-6.6%
净利率更高
BEN
高出10.8%
0.2%
两年增速更快
BEN
近两年复合增速
-5.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $2.6B |
| 净利润 | $255.5M | $5.0M |
| 毛利率 | — | 34.4% |
| 营业利润率 | 12.1% | 3.7% |
| 净利率 | 11.0% | 0.2% |
| 营收同比 | 3.4% | -6.6% |
| 净利润同比 | 56.2% | 110.9% |
| 每股收益（稀释后） | $0.46 | $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BENIFF
| Q4 25 | $2.3B | $2.6B | ||
| Q3 25 | $2.3B | $2.7B | ||
| Q2 25 | $2.1B | $2.8B | ||
| Q1 25 | $2.1B | $2.8B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.1B | $2.9B | ||
| Q1 24 | $2.2B | $2.9B |
净利润BENIFF
| Q4 25 | $255.5M | $5.0M | ||
| Q3 25 | $117.6M | $40.0M | ||
| Q2 25 | $92.3M | $612.0M | ||
| Q1 25 | $151.4M | $-1.0B | ||
| Q4 24 | $163.6M | $-46.0M | ||
| Q3 24 | $-84.7M | $59.0M | ||
| Q2 24 | $174.0M | $170.0M | ||
| Q1 24 | $124.2M | $60.0M |
毛利率BENIFF
| 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% | ||
| Q1 24 | — | 35.3% |
营业利润率BENIFF
| Q4 25 | 12.1% | 3.7% | ||
| Q3 25 | 3.6% | 8.4% | ||
| Q2 25 | 7.5% | 7.2% | ||
| Q1 25 | 6.9% | -31.8% | ||
| Q4 24 | 9.7% | 4.6% | ||
| Q3 24 | -6.8% | 8.5% | ||
| Q2 24 | 10.5% | 6.6% | ||
| Q1 24 | 6.0% | 6.9% |
净利率BENIFF
| Q4 25 | 11.0% | 0.2% | ||
| Q3 25 | 5.0% | 1.5% | ||
| Q2 25 | 4.5% | 22.1% | ||
| Q1 25 | 7.2% | -35.8% | ||
| Q4 24 | 7.3% | -1.7% | ||
| Q3 24 | -3.8% | 2.0% | ||
| Q2 24 | 8.2% | 5.9% | ||
| Q1 24 | 5.8% | 2.1% |
每股收益（稀释后）BENIFF
| Q4 25 | $0.46 | $0.03 | ||
| Q3 25 | $0.21 | $0.16 | ||
| Q2 25 | $0.15 | $2.38 | ||
| Q1 25 | $0.26 | $-3.98 | ||
| Q4 24 | $0.29 | $-0.17 | ||
| Q3 24 | $-0.20 | $0.23 | ||
| Q2 24 | $0.32 | $0.66 | ||
| Q1 24 | $0.23 | $0.23 |
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 | — | $590.0M |
| 总债务越低越好 | $2.4B | $5.6B |
| 股东权益账面价值 | $12.1B | $14.2B |
| 总资产 | $32.5B | $25.5B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.40× |
8季度趋势，按日历期对齐
现金及短期投资BENIFF
| Q4 25 | — | $590.0M | ||
| Q3 25 | — | $621.0M | ||
| Q2 25 | — | $816.0M | ||
| Q1 25 | — | $613.0M | ||
| Q4 24 | — | $469.0M | ||
| Q3 24 | — | $567.0M | ||
| Q2 24 | — | $671.0M | ||
| Q1 24 | — | $732.0M |
总债务BENIFF
| Q4 25 | $2.4B | $5.6B | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.8B | $8.9B | ||
| Q3 24 | $2.8B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $3.0B | — |
股东权益BENIFF
| Q4 25 | $12.1B | $14.2B | ||
| Q3 25 | $12.1B | $14.2B | ||
| Q2 25 | $12.2B | $14.4B | ||
| Q1 25 | $12.3B | $13.2B | ||
| Q4 24 | $12.5B | $13.9B | ||
| Q3 24 | $12.5B | $14.8B | ||
| Q2 24 | $12.9B | $14.3B | ||
| Q1 24 | $12.9B | $14.3B |
总资产BENIFF
| Q4 25 | $32.5B | $25.5B | ||
| Q3 25 | $32.4B | $25.8B | ||
| Q2 25 | $32.6B | $26.1B | ||
| Q1 25 | $32.0B | $28.3B | ||
| Q4 24 | $32.4B | $28.7B | ||
| Q3 24 | $32.5B | $29.9B | ||
| Q2 24 | $33.3B | $29.5B | ||
| Q1 24 | $32.9B | $30.6B |
负债/权益比BENIFF
| Q4 25 | 0.19× | 0.40× | ||
| Q3 25 | 0.20× | — | ||
| Q2 25 | 0.22× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 0.22× | 0.64× | ||
| Q3 24 | 0.22× | — | ||
| Q2 24 | 0.24× | — | ||
| Q1 24 | 0.24× | — |
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 | $-255.1M | $318.0M |
| 自由现金流经营现金流 - 资本支出 | — | $130.0M |
| 自由现金流率自由现金流/营收 | — | 5.0% |
| 资本支出强度资本支出/营收 | — | 7.3% |
| 现金转化率经营现金流/净利润 | -1.00× | 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BENIFF
| Q4 25 | $-255.1M | $318.0M | ||
| Q3 25 | $-20.7M | $164.0M | ||
| Q2 25 | $1.3B | $241.0M | ||
| Q1 25 | $-50.1M | $127.0M | ||
| Q4 24 | $-145.2M | $368.0M | ||
| Q3 24 | $558.2M | $366.0M | ||
| Q2 24 | $528.4M | $237.0M | ||
| Q1 24 | $136.6M | $99.0M |
自由现金流BENIFF
| Q4 25 | — | $130.0M | ||
| Q3 25 | $-51.9M | $32.0M | ||
| Q2 25 | $1.3B | $146.0M | ||
| Q1 25 | $-87.6M | $-52.0M | ||
| Q4 24 | $-217.0M | $208.0M | ||
| Q3 24 | $488.4M | $263.0M | ||
| Q2 24 | $482.3M | $155.0M | ||
| Q1 24 | $94.9M | $-19.0M |
自由现金流率BENIFF
| Q4 25 | — | 5.0% | ||
| Q3 25 | -2.2% | 1.2% | ||
| Q2 25 | 61.4% | 5.3% | ||
| Q1 25 | -4.1% | -1.8% | ||
| Q4 24 | -9.6% | 7.5% | ||
| Q3 24 | 22.1% | 9.0% | ||
| Q2 24 | 22.7% | 5.4% | ||
| Q1 24 | 4.4% | -0.7% |
资本支出强度BENIFF
| Q4 25 | — | 7.3% | ||
| Q3 25 | 1.3% | 4.9% | ||
| Q2 25 | 0.7% | 3.4% | ||
| Q1 25 | 1.8% | 6.3% | ||
| Q4 24 | 3.2% | 5.8% | ||
| Q3 24 | 3.2% | 3.5% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 1.9% | 4.1% |
现金转化率BENIFF
| Q4 25 | -1.00× | 63.60× | ||
| Q3 25 | -0.18× | 4.10× | ||
| Q2 25 | 13.89× | 0.39× | ||
| Q1 25 | -0.33× | — | ||
| Q4 24 | -0.89× | — | ||
| Q3 24 | — | 6.20× | ||
| Q2 24 | 3.04× | 1.39× | ||
| Q1 24 | 1.10× | 1.65× |
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
BEN
| Investment Advisory Management And Administrative Service | $1.8B | 79% |
| Sales And Distribution Fees | $388.7M | 17% |
| Shareholder Service | $70.9M | 3% |
| Service Other | $19.6M | 1% |
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
