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百富门（BF.B）与BrightView Holdings, Inc.（BV）财务数据对比。点击上方公司名可切换其他公司
百富门的季度营收约是BrightView Holdings, Inc.的1.7倍（$1.0B vs $614.7M）。百富门净利率更高（21.6% vs -2.5%，领先24.1%）。BrightView Holdings, Inc.同比增速更快（2.6% vs -5.4%）。百富门自由现金流更多（$107.0M vs $-18.6M）。过去两年百富门的营收复合增速更高（-1.6% vs -4.4%）
百富门（Brown-Forman）是美国家族控股上市企业，属全球规模最大的葡萄酒及烈酒经营集团之一，总部位于肯塔基州路易斯维尔。旗下拥有杰克丹尼、伍德福德珍藏、格兰多纳等多个国际知名酒类品牌，曾持有的南方安逸等品牌已于2016年出售。
BrightView Holdings是美国领先的商业景观服务提供商，业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等，服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
BF.B vs BV — 直观对比
营收规模更大
BF.B
是对方的1.7倍
$614.7M
营收增速更快
BV
高出8.0%
-5.4%
净利率更高
BF.B
高出24.1%
-2.5%
自由现金流更多
BF.B
多$125.6M
$-18.6M
两年增速更快
BF.B
近两年复合增速
-4.4%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $614.7M |
| 净利润 | $224.0M | $-15.2M |
| 毛利率 | 59.4% | 18.6% |
| 营业利润率 | 29.4% | -1.2% |
| 净利率 | 21.6% | -2.5% |
| 营收同比 | -5.4% | 2.6% |
| 净利润同比 | -13.2% | -46.2% |
| 每股收益（稀释后） | $0.47 | $-0.26 |
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BF.BBV
| Q4 25 | $1.0B | $614.7M | ||
| Q3 25 | $924.0M | $702.7M | ||
| Q2 25 | $894.0M | $708.3M | ||
| Q1 25 | $1.0B | $662.6M | ||
| Q4 24 | $1.1B | $599.2M | ||
| Q3 24 | $951.0M | $728.7M | ||
| Q2 24 | $964.0M | $738.8M | ||
| Q1 24 | $1.1B | $672.9M |
净利润BF.BBV
| Q4 25 | $224.0M | $-15.2M | ||
| Q3 25 | $170.0M | $27.7M | ||
| Q2 25 | $146.0M | $32.3M | ||
| Q1 25 | $270.0M | $6.4M | ||
| Q4 24 | $258.0M | $-10.4M | ||
| Q3 24 | $195.0M | $25.6M | ||
| Q2 24 | $266.0M | $23.5M | ||
| Q1 24 | $285.0M | $33.7M |
毛利率BF.BBV
| Q4 25 | 59.4% | 18.6% | ||
| Q3 25 | 59.7% | 25.1% | ||
| Q2 25 | 57.4% | 24.1% | ||
| Q1 25 | 59.8% | 22.3% | ||
| Q4 24 | 59.0% | 21.2% | ||
| Q3 24 | 59.4% | 25.0% | ||
| Q2 24 | 59.0% | 24.0% | ||
| Q1 24 | 59.4% | 22.6% |
营业利润率BF.BBV
| Q4 25 | 29.4% | -1.2% | ||
| Q3 25 | 28.1% | 7.9% | ||
| Q2 25 | 22.9% | 8.1% | ||
| Q1 25 | 27.1% | 3.4% | ||
| Q4 24 | 31.1% | -0.1% | ||
| Q3 24 | 29.5% | 7.1% | ||
| Q2 24 | 38.9% | 6.6% | ||
| Q1 24 | 34.9% | 9.2% |
净利率BF.BBV
| Q4 25 | 21.6% | -2.5% | ||
| Q3 25 | 18.4% | 3.9% | ||
| Q2 25 | 16.3% | 4.6% | ||
| Q1 25 | 26.1% | 1.0% | ||
| Q4 24 | 23.6% | -1.7% | ||
| Q3 24 | 20.5% | 3.5% | ||
| Q2 24 | 27.6% | 3.2% | ||
| Q1 24 | 26.7% | 5.0% |
每股收益（稀释后）BF.BBV
| Q4 25 | $0.47 | $-0.26 | ||
| Q3 25 | $0.36 | $0.21 | ||
| Q2 25 | $0.31 | $0.15 | ||
| Q1 25 | $0.57 | $-0.03 | ||
| Q4 24 | $0.55 | $-0.20 | ||
| Q3 24 | $0.41 | $0.20 | ||
| Q2 24 | $0.56 | $0.10 | ||
| Q1 24 | $0.60 | $0.17 |
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 | $319.0M | $37.0M |
| 总债务越低越好 | $2.4B | $801.1M |
| 股东权益账面价值 | $4.1B | $1.3B |
| 总资产 | $8.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.59× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资BF.BBV
| Q4 25 | $319.0M | $37.0M | ||
| Q3 25 | $471.0M | $74.5M | ||
| Q2 25 | $444.0M | $79.1M | ||
| Q1 25 | $599.0M | $141.3M | ||
| Q4 24 | $416.0M | $98.3M | ||
| Q3 24 | $416.0M | $140.4M | ||
| Q2 24 | $446.0M | $115.9M | ||
| Q1 24 | $589.0M | $177.3M |
总债务BF.BBV
| Q4 25 | $2.4B | $801.1M | ||
| Q3 25 | $2.4B | $790.2M | ||
| Q2 25 | $2.4B | $790.7M | ||
| Q1 25 | $2.7B | $798.9M | ||
| Q4 24 | $2.7B | $796.5M | ||
| Q3 24 | $2.7B | $802.5M | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益BF.BBV
| Q4 25 | $4.1B | $1.3B | ||
| Q3 25 | $4.0B | $1.3B | ||
| Q2 25 | $4.0B | $1.3B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $3.7B | $1.3B | ||
| Q3 24 | $3.5B | $1.3B | ||
| Q2 24 | $3.5B | $1.3B | ||
| Q1 24 | $3.2B | $1.2B |
总资产BF.BBV
| Q4 25 | $8.2B | $3.3B | ||
| Q3 25 | $8.2B | $3.4B | ||
| Q2 25 | $8.1B | $3.4B | ||
| Q1 25 | $8.1B | $3.3B | ||
| Q4 24 | $8.3B | $3.3B | ||
| Q3 24 | $8.2B | $3.4B | ||
| Q2 24 | $8.2B | $3.4B | ||
| Q1 24 | $8.2B | $3.4B |
负债/权益比BF.BBV
| Q4 25 | 0.59× | 0.64× | ||
| Q3 25 | 0.61× | 0.61× | ||
| Q2 25 | 0.61× | 0.62× | ||
| Q1 25 | 0.70× | 0.63× | ||
| Q4 24 | 0.73× | 0.63× | ||
| Q3 24 | 0.77× | 0.63× | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.83× | — |
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 | $132.0M | $36.1M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $-18.6M |
| 自由现金流率自由现金流/营收 | 10.3% | -3.0% |
| 资本支出强度资本支出/营收 | 2.4% | 8.9% |
| 现金转化率经营现金流/净利润 | 0.59× | — |
| 过去12个月自由现金流最近4个季度 | $610.0M | $17.2M |
8季度趋势，按日历期对齐
经营现金流BF.BBV
| Q4 25 | $132.0M | $36.1M | ||
| Q3 25 | $160.0M | $84.4M | ||
| Q2 25 | $152.0M | $55.7M | ||
| Q1 25 | $317.0M | $91.2M | ||
| Q4 24 | $112.0M | $60.5M | ||
| Q3 24 | $17.0M | $53.5M | ||
| Q2 24 | $285.0M | $42.6M | ||
| Q1 24 | $265.0M | $83.3M |
自由现金流BF.BBV
| Q4 25 | $107.0M | $-18.6M | ||
| Q3 25 | $129.0M | $26.0M | ||
| Q2 25 | $102.0M | $-47.8M | ||
| Q1 25 | $272.0M | $57.6M | ||
| Q4 24 | $81.0M | $1.8M | ||
| Q3 24 | $-24.0M | $21.1M | ||
| Q2 24 | $205.0M | $19.3M | ||
| Q1 24 | $196.0M | $70.7M |
自由现金流率BF.BBV
| Q4 25 | 10.3% | -3.0% | ||
| Q3 25 | 14.0% | 3.7% | ||
| Q2 25 | 11.4% | -6.7% | ||
| Q1 25 | 26.3% | 8.7% | ||
| Q4 24 | 7.4% | 0.3% | ||
| Q3 24 | -2.5% | 2.9% | ||
| Q2 24 | 21.3% | 2.6% | ||
| Q1 24 | 18.3% | 10.5% |
资本支出强度BF.BBV
| Q4 25 | 2.4% | 8.9% | ||
| Q3 25 | 3.4% | 8.3% | ||
| Q2 25 | 5.6% | 14.6% | ||
| Q1 25 | 4.3% | 5.1% | ||
| Q4 24 | 2.8% | 9.8% | ||
| Q3 24 | 4.3% | 4.4% | ||
| Q2 24 | 8.3% | 3.2% | ||
| Q1 24 | 6.5% | 1.9% |
现金转化率BF.BBV
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.94× | 3.05× | ||
| Q2 25 | 1.04× | 1.72× | ||
| Q1 25 | 1.17× | 14.25× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.09× | 2.09× | ||
| Q2 24 | 1.07× | 1.81× | ||
| Q1 24 | 0.93× | 2.47× |
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
BF.B
| Whiskey | $771.0M | 74% |
| Ready To Drink | $138.0M | 13% |
| Tequila | $67.0M | 6% |
| Restofportfolio | $52.0M | 5% |
| Nonbrandedandbulk | $8.0M | 1% |
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
