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百富门（BF.B）与FARMER BROTHERS CO（FARM）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FARMER BROTHERS CO的11.7倍（$1.0B vs $88.9M）。百富门净利率更高（21.6% vs -5.5%，领先27.1%）。FARMER BROTHERS CO同比增速更快（-1.2% vs -5.4%）。百富门自由现金流更多（$107.0M vs $-2.6M）。过去两年FARMER BROTHERS CO的营收复合增速更高（2.1% 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。
Farmer Bros. Co.是一家总部位于美国得克萨斯州沃斯堡的餐饮服务企业，主打咖啡与茶类产品的生产分销，同时还供应约300种餐厅及其他经营场所所需的餐饮配套用品，目前由约翰·摩尔担任公司首席执行官兼总裁。
BF.B vs FARM — 直观对比
营收规模更大
BF.B
是对方的11.7倍
$88.9M
营收增速更快
FARM
高出4.2%
-5.4%
净利率更高
BF.B
高出27.1%
-5.5%
自由现金流更多
BF.B
多$109.6M
$-2.6M
两年增速更快
FARM
近两年复合增速
-1.6%
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $88.9M |
| 净利润 | $224.0M | $-4.9M |
| 毛利率 | 59.4% | 36.3% |
| 营业利润率 | 29.4% | -4.7% |
| 净利率 | 21.6% | -5.5% |
| 营收同比 | -5.4% | -1.2% |
| 净利润同比 | -13.2% | -2417.1% |
| 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.BFARM
| Q4 25 | $1.0B | $88.9M | ||
| Q3 25 | $924.0M | $81.6M | ||
| Q2 25 | $894.0M | $85.1M | ||
| Q1 25 | $1.0B | $82.1M | ||
| Q4 24 | $1.1B | $90.0M | ||
| Q3 24 | $951.0M | $85.1M | ||
| Q2 24 | $964.0M | $84.4M | ||
| Q1 24 | $1.1B | $85.4M |
净利润BF.BFARM
| Q4 25 | $224.0M | $-4.9M | ||
| Q3 25 | $170.0M | $-4.0M | ||
| Q2 25 | $146.0M | $-4.7M | ||
| Q1 25 | $270.0M | $-5.0M | ||
| Q4 24 | $258.0M | $210.0K | ||
| Q3 24 | $195.0M | $-5.0M | ||
| Q2 24 | $266.0M | $-4.6M | ||
| Q1 24 | $285.0M | $-682.0K |
毛利率BF.BFARM
| Q4 25 | 59.4% | 36.3% | ||
| Q3 25 | 59.7% | 39.7% | ||
| Q2 25 | 57.4% | 44.9% | ||
| Q1 25 | 59.8% | 42.1% | ||
| Q4 24 | 59.0% | 43.1% | ||
| Q3 24 | 59.4% | 43.9% | ||
| Q2 24 | 59.0% | 38.8% | ||
| Q1 24 | 59.4% | 40.1% |
营业利润率BF.BFARM
| Q4 25 | 29.4% | -4.7% | ||
| Q3 25 | 28.1% | -3.9% | ||
| Q2 25 | 22.9% | 4.6% | ||
| Q1 25 | 27.1% | -4.3% | ||
| Q4 24 | 31.1% | 1.1% | ||
| Q3 24 | 29.5% | -3.3% | ||
| Q2 24 | 38.9% | -4.9% | ||
| Q1 24 | 34.9% | -0.5% |
净利率BF.BFARM
| Q4 25 | 21.6% | -5.5% | ||
| Q3 25 | 18.4% | -4.9% | ||
| Q2 25 | 16.3% | -5.6% | ||
| Q1 25 | 26.1% | -6.1% | ||
| Q4 24 | 23.6% | 0.2% | ||
| Q3 24 | 20.5% | -5.9% | ||
| Q2 24 | 27.6% | -5.4% | ||
| Q1 24 | 26.7% | -0.8% |
每股收益（稀释后）BF.BFARM
| Q4 25 | $0.47 | $-0.22 | ||
| Q3 25 | $0.36 | $-0.19 | ||
| Q2 25 | $0.31 | $-0.22 | ||
| Q1 25 | $0.57 | $-0.23 | ||
| Q4 24 | $0.55 | $0.01 | ||
| Q3 24 | $0.41 | $-0.24 | ||
| Q2 24 | $0.56 | $-0.23 | ||
| Q1 24 | $0.60 | $-0.03 |
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 | $4.2M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $35.7M |
| 总资产 | $8.2B | $151.4M |
| 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.BFARM
| Q4 25 | $319.0M | $4.2M | ||
| Q3 25 | $471.0M | $3.8M | ||
| Q2 25 | $444.0M | $6.8M | ||
| Q1 25 | $599.0M | $4.1M | ||
| Q4 24 | $416.0M | $5.5M | ||
| Q3 24 | $416.0M | $3.3M | ||
| Q2 24 | $446.0M | $5.8M | ||
| Q1 24 | $589.0M | $5.5M |
总债务BF.BFARM
| 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.BFARM
| Q4 25 | $4.1B | $35.7M | ||
| Q3 25 | $4.0B | $40.0M | ||
| Q2 25 | $4.0B | $43.5M | ||
| Q1 25 | $3.8B | $37.3M | ||
| Q4 24 | $3.7B | $41.5M | ||
| Q3 24 | $3.5B | $40.9M | ||
| Q2 24 | $3.5B | $45.5M | ||
| Q1 24 | $3.2B | $43.1M |
总资产BF.BFARM
| Q4 25 | $8.2B | $151.4M | ||
| Q3 25 | $8.2B | $158.8M | ||
| Q2 25 | $8.1B | $161.2M | ||
| Q1 25 | $8.1B | $163.2M | ||
| Q4 24 | $8.3B | $179.1M | ||
| Q3 24 | $8.2B | $182.0M | ||
| Q2 24 | $8.2B | $185.2M | ||
| Q1 24 | $8.2B | $179.1M |
负债/权益比BF.BFARM
| 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 | $-786.0K |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $-2.6M |
| 自由现金流率自由现金流/营收 | 10.3% | -2.9% |
| 资本支出强度资本支出/营收 | 2.4% | 2.1% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流BF.BFARM
| Q4 25 | $132.0M | $-786.0K | ||
| Q3 25 | $160.0M | $-5.0M | ||
| Q2 25 | $152.0M | $9.7M | ||
| Q1 25 | $317.0M | $1.3M | ||
| Q4 24 | $112.0M | $2.6M | ||
| Q3 24 | $17.0M | $2.5M | ||
| Q2 24 | $285.0M | $-995.0K | ||
| Q1 24 | $265.0M | $-2.3M |
自由现金流BF.BFARM
| Q4 25 | $107.0M | $-2.6M | ||
| Q3 25 | $129.0M | $-6.9M | ||
| Q2 25 | $102.0M | — | ||
| Q1 25 | $272.0M | $-684.0K | ||
| Q4 24 | $81.0M | $521.0K | ||
| Q3 24 | $-24.0M | $-837.0K | ||
| Q2 24 | $205.0M | — | ||
| Q1 24 | $196.0M | $-5.7M |
自由现金流率BF.BFARM
| Q4 25 | 10.3% | -2.9% | ||
| Q3 25 | 14.0% | -8.5% | ||
| Q2 25 | 11.4% | — | ||
| Q1 25 | 26.3% | -0.8% | ||
| Q4 24 | 7.4% | 0.6% | ||
| Q3 24 | -2.5% | -1.0% | ||
| Q2 24 | 21.3% | — | ||
| Q1 24 | 18.3% | -6.7% |
资本支出强度BF.BFARM
| Q4 25 | 2.4% | 2.1% | ||
| Q3 25 | 3.4% | 2.4% | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 4.3% | 2.4% | ||
| Q4 24 | 2.8% | 2.3% | ||
| Q3 24 | 4.3% | 3.9% | ||
| Q2 24 | 8.3% | — | ||
| Q1 24 | 6.5% | 4.0% |
现金转化率BF.BFARM
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.94× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 0.43× | 12.16× | ||
| Q3 24 | 0.09× | — | ||
| Q2 24 | 1.07× | — | ||
| 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% |
FARM
| Coffee Roasted | $45.5M | 51% |
| Tea Iced Hot | $23.3M | 26% |
| Culinary | $14.1M | 16% |
| Spice | $4.9M | 5% |
| Fuel Surcharge | $1.2M | 1% |
