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百富门（BF.B）与CALAVO GROWERS INC（CVGW）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CALAVO GROWERS INC的8.3倍（$1.0B vs $124.7M）。百富门净利率更高（21.6% vs 3.1%，领先18.6%）。百富门同比增速更快（-5.4% vs -26.6%）。百富门自由现金流更多（$107.0M vs $1.2M）。过去两年CALAVO GROWERS INC的营收复合增速更高（-1.2% 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。
卡拉沃种植者公司是一家国际化农产消费品企业，核心业务涉及牛油果及其他鲜果、新鲜预制食品的包装与分销，产品面向全球各地的餐饮门店、零售卖场以及个人客户供应，是生鲜果蔬领域颇具规模的供应商。
BF.B vs CVGW — 直观对比
营收规模更大
BF.B
是对方的8.3倍
$124.7M
营收增速更快
BF.B
高出21.3%
-26.6%
净利率更高
BF.B
高出18.6%
3.1%
自由现金流更多
BF.B
多$105.8M
$1.2M
两年增速更快
CVGW
近两年复合增速
-1.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $124.7M |
| 净利润 | $224.0M | $3.8M |
| 毛利率 | 59.4% | 9.3% |
| 营业利润率 | 29.4% | -1.4% |
| 净利率 | 21.6% | 3.1% |
| 营收同比 | -5.4% | -26.6% |
| 净利润同比 | -13.2% | 2846.0% |
| 每股收益（稀释后） | $0.47 | $0.22 |
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.BCVGW
| Q4 25 | $1.0B | $124.7M | ||
| Q3 25 | $924.0M | $178.8M | ||
| Q2 25 | $894.0M | $190.5M | ||
| Q1 25 | $1.0B | $154.4M | ||
| Q4 24 | $1.1B | $170.0M | ||
| Q3 24 | $951.0M | $179.6M | ||
| Q2 24 | $964.0M | $184.4M | ||
| Q1 24 | $1.1B | $127.6M |
净利润BF.BCVGW
| Q4 25 | $224.0M | $3.8M | ||
| Q3 25 | $170.0M | $4.7M | ||
| Q2 25 | $146.0M | $6.8M | ||
| Q1 25 | $270.0M | $4.4M | ||
| Q4 24 | $258.0M | $-139.0K | ||
| Q3 24 | $195.0M | $-732.0K | ||
| Q2 24 | $266.0M | $6.1M | ||
| Q1 24 | $285.0M | $-6.3M |
毛利率BF.BCVGW
| Q4 25 | 59.4% | 9.3% | ||
| Q3 25 | 59.7% | 10.2% | ||
| Q2 25 | 57.4% | 9.5% | ||
| Q1 25 | 59.8% | 10.2% | ||
| Q4 24 | 59.0% | 9.7% | ||
| Q3 24 | 59.4% | 11.2% | ||
| Q2 24 | 59.0% | 11.1% | ||
| Q1 24 | 59.4% | 8.4% |
营业利润率BF.BCVGW
| Q4 25 | 29.4% | -1.4% | ||
| Q3 25 | 28.1% | 4.8% | ||
| Q2 25 | 22.9% | 4.0% | ||
| Q1 25 | 27.1% | 3.3% | ||
| Q4 24 | 31.1% | 1.8% | ||
| Q3 24 | 29.5% | 5.2% | ||
| Q2 24 | 38.9% | 4.0% | ||
| Q1 24 | 34.9% | -2.4% |
净利率BF.BCVGW
| Q4 25 | 21.6% | 3.1% | ||
| Q3 25 | 18.4% | 2.6% | ||
| Q2 25 | 16.3% | 3.6% | ||
| Q1 25 | 26.1% | 2.9% | ||
| Q4 24 | 23.6% | -0.1% | ||
| Q3 24 | 20.5% | -0.4% | ||
| Q2 24 | 27.6% | 3.3% | ||
| Q1 24 | 26.7% | -4.9% |
每股收益（稀释后）BF.BCVGW
| Q4 25 | $0.47 | $0.22 | ||
| Q3 25 | $0.36 | $0.26 | ||
| Q2 25 | $0.31 | $0.38 | ||
| Q1 25 | $0.57 | $0.25 | ||
| Q4 24 | $0.55 | $-0.01 | ||
| Q3 24 | $0.41 | $-0.04 | ||
| Q2 24 | $0.56 | $0.34 | ||
| Q1 24 | $0.60 | $-0.35 |
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 | $61.2M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $206.9M |
| 总资产 | $8.2B | $292.2M |
| 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.BCVGW
| Q4 25 | $319.0M | $61.2M | ||
| Q3 25 | $471.0M | $63.8M | ||
| Q2 25 | $444.0M | $60.4M | ||
| Q1 25 | $599.0M | $48.5M | ||
| Q4 24 | $416.0M | $57.0M | ||
| Q3 24 | $416.0M | $1.1M | ||
| Q2 24 | $446.0M | $4.3M | ||
| Q1 24 | $589.0M | $5.7M |
总债务BF.BCVGW
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.7B | — | ||
| Q3 24 | $2.7B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.7B | — |
股东权益BF.BCVGW
| Q4 25 | $4.1B | $206.9M | ||
| Q3 25 | $4.0B | $206.4M | ||
| Q2 25 | $4.0B | $206.6M | ||
| Q1 25 | $3.8B | $202.9M | ||
| Q4 24 | $3.7B | $200.3M | ||
| Q3 24 | $3.5B | $205.2M | ||
| Q2 24 | $3.5B | $207.3M | ||
| Q1 24 | $3.2B | $202.5M |
总资产BF.BCVGW
| Q4 25 | $8.2B | $292.2M | ||
| Q3 25 | $8.2B | $301.2M | ||
| Q2 25 | $8.1B | $321.5M | ||
| Q1 25 | $8.1B | $298.9M | ||
| Q4 24 | $8.3B | $301.1M | ||
| Q3 24 | $8.2B | $382.4M | ||
| Q2 24 | $8.2B | $411.4M | ||
| Q1 24 | $8.2B | $394.7M |
负债/权益比BF.BCVGW
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.61× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.77× | — | ||
| 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 | $2.3M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $1.2M |
| 自由现金流率自由现金流/营收 | 10.3% | 1.0% |
| 资本支出强度资本支出/营收 | 2.4% | 0.9% |
| 现金转化率经营现金流/净利润 | 0.59× | 0.60× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $19.4M |
8季度趋势，按日历期对齐
经营现金流BF.BCVGW
| Q4 25 | $132.0M | $2.3M | ||
| Q3 25 | $160.0M | $8.0M | ||
| Q2 25 | $152.0M | $15.7M | ||
| Q1 25 | $317.0M | $-4.4M | ||
| Q4 24 | $112.0M | $10.8M | ||
| Q3 24 | $17.0M | $11.4M | ||
| Q2 24 | $285.0M | $2.1M | ||
| Q1 24 | $265.0M | $58.0K |
自由现金流BF.BCVGW
| Q4 25 | $107.0M | $1.2M | ||
| Q3 25 | $129.0M | $7.3M | ||
| Q2 25 | $102.0M | $15.6M | ||
| Q1 25 | $272.0M | $-4.7M | ||
| Q4 24 | $81.0M | $10.5M | ||
| Q3 24 | $-24.0M | $11.3M | ||
| Q2 24 | $205.0M | $745.0K | ||
| Q1 24 | $196.0M | $-972.0K |
自由现金流率BF.BCVGW
| Q4 25 | 10.3% | 1.0% | ||
| Q3 25 | 14.0% | 4.1% | ||
| Q2 25 | 11.4% | 8.2% | ||
| Q1 25 | 26.3% | -3.1% | ||
| Q4 24 | 7.4% | 6.2% | ||
| Q3 24 | -2.5% | 6.3% | ||
| Q2 24 | 21.3% | 0.4% | ||
| Q1 24 | 18.3% | -0.8% |
资本支出强度BF.BCVGW
| Q4 25 | 2.4% | 0.9% | ||
| Q3 25 | 3.4% | 0.4% | ||
| Q2 25 | 5.6% | 0.1% | ||
| Q1 25 | 4.3% | 0.2% | ||
| Q4 24 | 2.8% | 0.2% | ||
| Q3 24 | 4.3% | 0.1% | ||
| Q2 24 | 8.3% | 0.7% | ||
| Q1 24 | 6.5% | 0.8% |
现金转化率BF.BCVGW
| Q4 25 | 0.59× | 0.60× | ||
| Q3 25 | 0.94× | 1.69× | ||
| Q2 25 | 1.04× | 2.29× | ||
| Q1 25 | 1.17× | -1.00× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | 1.07× | 0.35× | ||
| Q1 24 | 0.93× | — |
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% |
CVGW
| Fresh Products | $104.7M | 84% |
| Segment Prepared | $14.5M | 12% |
| Tomatoes | $4.6M | 4% |
