vs
百富门（BF.B）与Copart（CPRT）财务数据对比。点击上方公司名可切换其他公司
Copart的季度营收约是百富门的1.1倍（$1.2B vs $1.0B），Copart净利率更高（35.0% vs 21.6%，领先13.3%），Copart同比增速更快（0.7% vs -5.4%），Copart自由现金流更多（$427.2M vs $107.0M），过去两年Copart的营收复合增速更高（6.4% vs -1.6%）
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。
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
BF.B vs CPRT — 直观对比
营收规模更大
CPRT
是对方的1.1倍
$1.0B
营收增速更快
CPRT
高出6.1%
-5.4%
净利率更高
CPRT
高出13.3%
21.6%
自由现金流更多
CPRT
多$320.2M
$107.0M
两年增速更快
CPRT
近两年复合增速
-1.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.2B |
| 净利润 | $224.0M | $403.7M |
| 毛利率 | 59.4% | — |
| 营业利润率 | 29.4% | 37.3% |
| 净利率 | 21.6% | 35.0% |
| 营收同比 | -5.4% | 0.7% |
| 净利润同比 | -13.2% | 11.5% |
| 每股收益（稀释后） | $0.47 | $0.41 |
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.BCPRT
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $924.0M | $1.1B | ||
| Q2 25 | $894.0M | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $951.0M | $1.1B | ||
| Q2 24 | $964.0M | $1.1B | ||
| Q1 24 | $1.1B | $1.0B |
净利润BF.BCPRT
| Q4 25 | $224.0M | $403.7M | ||
| Q3 25 | $170.0M | $396.4M | ||
| Q2 25 | $146.0M | $406.6M | ||
| Q1 25 | $270.0M | $387.4M | ||
| Q4 24 | $258.0M | $362.1M | ||
| Q3 24 | $195.0M | $322.6M | ||
| Q2 24 | $266.0M | $382.3M | ||
| Q1 24 | $285.0M | $325.6M |
毛利率BF.BCPRT
| Q4 25 | 59.4% | — | ||
| Q3 25 | 59.7% | — | ||
| Q2 25 | 57.4% | — | ||
| Q1 25 | 59.8% | — | ||
| Q4 24 | 59.0% | — | ||
| Q3 24 | 59.4% | — | ||
| Q2 24 | 59.0% | — | ||
| Q1 24 | 59.4% | — |
营业利润率BF.BCPRT
| Q4 25 | 29.4% | 37.3% | ||
| Q3 25 | 28.1% | 36.7% | ||
| Q2 25 | 22.9% | 37.3% | ||
| Q1 25 | 27.1% | 36.6% | ||
| Q4 24 | 31.1% | 35.4% | ||
| Q3 24 | 29.5% | 33.6% | ||
| Q2 24 | 38.9% | 38.8% | ||
| Q1 24 | 34.9% | 37.2% |
净利率BF.BCPRT
| Q4 25 | 21.6% | 35.0% | ||
| Q3 25 | 18.4% | 35.2% | ||
| Q2 25 | 16.3% | 33.6% | ||
| Q1 25 | 26.1% | 33.3% | ||
| Q4 24 | 23.6% | 31.6% | ||
| Q3 24 | 20.5% | 30.2% | ||
| Q2 24 | 27.6% | 33.9% | ||
| Q1 24 | 26.7% | 31.9% |
每股收益（稀释后）BF.BCPRT
| Q4 25 | $0.47 | $0.41 | ||
| Q3 25 | $0.36 | $0.40 | ||
| Q2 25 | $0.31 | $0.42 | ||
| Q1 25 | $0.57 | $0.40 | ||
| Q4 24 | $0.55 | $0.37 | ||
| Q3 24 | $0.41 | $0.34 | ||
| Q2 24 | $0.56 | $0.39 | ||
| Q1 24 | $0.60 | $0.33 |
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 | — |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $9.6B |
| 总资产 | $8.2B | $10.6B |
| 负债/权益比越低杠杆越低 | 0.59× | — |
8季度趋势，按日历期对齐
现金及短期投资BF.BCPRT
| Q4 25 | $319.0M | — | ||
| Q3 25 | $471.0M | — | ||
| Q2 25 | $444.0M | — | ||
| Q1 25 | $599.0M | — | ||
| Q4 24 | $416.0M | — | ||
| Q3 24 | $416.0M | — | ||
| Q2 24 | $446.0M | — | ||
| Q1 24 | $589.0M | — |
总债务BF.BCPRT
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.7B | $0 | ||
| Q2 24 | $2.7B | $427.0K | ||
| Q1 24 | $2.7B | $453.0K |
股东权益BF.BCPRT
| Q4 25 | $4.1B | $9.6B | ||
| Q3 25 | $4.0B | $9.2B | ||
| Q2 25 | $4.0B | $8.8B | ||
| Q1 25 | $3.8B | $8.3B | ||
| Q4 24 | $3.7B | $7.9B | ||
| Q3 24 | $3.5B | $7.5B | ||
| Q2 24 | $3.5B | $7.2B | ||
| Q1 24 | $3.2B | $6.8B |
总资产BF.BCPRT
| Q4 25 | $8.2B | $10.6B | ||
| Q3 25 | $8.2B | $10.1B | ||
| Q2 25 | $8.1B | $9.7B | ||
| Q1 25 | $8.1B | $9.2B | ||
| Q4 24 | $8.3B | $8.9B | ||
| Q3 24 | $8.2B | $8.4B | ||
| Q2 24 | $8.2B | $8.0B | ||
| Q1 24 | $8.2B | $7.6B |
负债/权益比BF.BCPRT
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.77× | 0.00× | ||
| Q2 24 | 0.76× | 0.00× | ||
| Q1 24 | 0.83× | 0.00× |
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 | $535.3M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $427.2M |
| 自由现金流率自由现金流/营收 | 10.3% | 37.0% |
| 资本支出强度资本支出/营收 | 2.4% | 9.4% |
| 现金转化率经营现金流/净利润 | 0.59× | 1.33× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $1.4B |
8季度趋势，按日历期对齐
经营现金流BF.BCPRT
| Q4 25 | $132.0M | $535.3M | ||
| Q3 25 | $160.0M | $438.5M | ||
| Q2 25 | $152.0M | $700.9M | ||
| Q1 25 | $317.0M | $178.1M | ||
| Q4 24 | $112.0M | $482.3M | ||
| Q3 24 | $17.0M | $439.2M | ||
| Q2 24 | $285.0M | $496.3M | ||
| Q1 24 | $265.0M | $161.8M |
自由现金流BF.BCPRT
| Q4 25 | $107.0M | $427.2M | ||
| Q3 25 | $129.0M | $350.8M | ||
| Q2 25 | $102.0M | $572.9M | ||
| Q1 25 | $272.0M | $61.5M | ||
| Q4 24 | $81.0M | $245.5M | ||
| Q3 24 | $-24.0M | $301.3M | ||
| Q2 24 | $205.0M | $408.5M | ||
| Q1 24 | $196.0M | $38.8M |
自由现金流率BF.BCPRT
| Q4 25 | 10.3% | 37.0% | ||
| Q3 25 | 14.0% | 31.2% | ||
| Q2 25 | 11.4% | 47.3% | ||
| Q1 25 | 26.3% | 5.3% | ||
| Q4 24 | 7.4% | 21.4% | ||
| Q3 24 | -2.5% | 28.2% | ||
| Q2 24 | 21.3% | 36.2% | ||
| Q1 24 | 18.3% | 3.8% |
资本支出强度BF.BCPRT
| Q4 25 | 2.4% | 9.4% | ||
| Q3 25 | 3.4% | 7.8% | ||
| Q2 25 | 5.6% | 10.6% | ||
| Q1 25 | 4.3% | 10.0% | ||
| Q4 24 | 2.8% | 20.6% | ||
| Q3 24 | 4.3% | 12.9% | ||
| Q2 24 | 8.3% | 7.8% | ||
| Q1 24 | 6.5% | 12.1% |
现金转化率BF.BCPRT
| Q4 25 | 0.59× | 1.33× | ||
| Q3 25 | 0.94× | 1.11× | ||
| Q2 25 | 1.04× | 1.72× | ||
| Q1 25 | 1.17× | 0.46× | ||
| Q4 24 | 0.43× | 1.33× | ||
| Q3 24 | 0.09× | 1.36× | ||
| Q2 24 | 1.07× | 1.30× | ||
| Q1 24 | 0.93× | 0.50× |
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% |
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
