vs
百富门（BF.B）与FRESH DEL MONTE PRODUCE INC（FDP）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FRESH DEL MONTE PRODUCE INC的1.0倍（$1.0B vs $1.0B），百富门净利率更高（21.6% vs 3.2%，领先18.5%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -5.4%），百富门自由现金流更多（$107.0M vs $-17.2M），过去两年百富门的营收复合增速更高（-1.6% vs -4.1%）
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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
BF.B vs FDP — 直观对比
营收规模更大
BF.B
是对方的1.0倍
$1.0B
营收增速更快
FDP
高出6.0%
-5.4%
净利率更高
BF.B
高出18.5%
3.2%
自由现金流更多
BF.B
多$124.2M
$-17.2M
两年增速更快
BF.B
近两年复合增速
-4.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.0B |
| 净利润 | $224.0M | $32.3M |
| 毛利率 | 59.4% | 10.4% |
| 营业利润率 | 29.4% | 4.5% |
| 净利率 | 21.6% | 3.2% |
| 营收同比 | -5.4% | 0.6% |
| 净利润同比 | -13.2% | 59.1% |
| 每股收益（稀释后） | $0.47 | $0.67 |
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.BFDP
| Q4 25 | $1.0B | $1.0B | ||
| Q3 25 | $924.0M | $1.0B | ||
| Q2 25 | $894.0M | $1.2B | ||
| Q1 25 | $1.0B | $1.1B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $951.0M | $1.0B | ||
| Q2 24 | $964.0M | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
净利润BF.BFDP
| Q4 25 | $224.0M | $32.3M | ||
| Q3 25 | $170.0M | $-29.1M | ||
| Q2 25 | $146.0M | $56.8M | ||
| Q1 25 | $270.0M | $31.1M | ||
| Q4 24 | $258.0M | $20.3M | ||
| Q3 24 | $195.0M | $42.1M | ||
| Q2 24 | $266.0M | $53.6M | ||
| Q1 24 | $285.0M | $26.1M |
毛利率BF.BFDP
| Q4 25 | 59.4% | 10.4% | ||
| Q3 25 | 59.7% | 7.9% | ||
| Q2 25 | 57.4% | 10.2% | ||
| Q1 25 | 59.8% | 8.4% | ||
| Q4 24 | 59.0% | 6.8% | ||
| Q3 24 | 59.4% | 9.2% | ||
| Q2 24 | 59.0% | 9.9% | ||
| Q1 24 | 59.4% | 7.4% |
营业利润率BF.BFDP
| Q4 25 | 29.4% | 4.5% | ||
| Q3 25 | 28.1% | -2.1% | ||
| Q2 25 | 22.9% | 5.8% | ||
| Q1 25 | 27.1% | 4.1% | ||
| Q4 24 | 31.1% | 3.0% | ||
| Q3 24 | 29.5% | 5.3% | ||
| Q2 24 | 38.9% | 6.0% | ||
| Q1 24 | 34.9% | 4.0% |
净利率BF.BFDP
| Q4 25 | 21.6% | 3.2% | ||
| Q3 25 | 18.4% | -2.8% | ||
| Q2 25 | 16.3% | 4.8% | ||
| Q1 25 | 26.1% | 2.8% | ||
| Q4 24 | 23.6% | 2.0% | ||
| Q3 24 | 20.5% | 4.1% | ||
| Q2 24 | 27.6% | 4.7% | ||
| Q1 24 | 26.7% | 2.4% |
每股收益（稀释后）BF.BFDP
| Q4 25 | $0.47 | $0.67 | ||
| Q3 25 | $0.36 | $-0.61 | ||
| Q2 25 | $0.31 | $1.18 | ||
| Q1 25 | $0.57 | $0.64 | ||
| Q4 24 | $0.55 | $0.41 | ||
| Q3 24 | $0.41 | $0.88 | ||
| Q2 24 | $0.56 | $1.12 | ||
| Q1 24 | $0.60 | $0.55 |
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 | $35.7M |
| 总债务越低越好 | $2.4B | $176.2M |
| 股东权益账面价值 | $4.1B | $2.0B |
| 总资产 | $8.2B | $3.1B |
| 负债/权益比越低杠杆越低 | 0.59× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资BF.BFDP
| Q4 25 | $319.0M | $35.7M | ||
| Q3 25 | $471.0M | $97.2M | ||
| Q2 25 | $444.0M | $85.5M | ||
| Q1 25 | $599.0M | $34.4M | ||
| Q4 24 | $416.0M | $32.6M | ||
| Q3 24 | $416.0M | $50.8M | ||
| Q2 24 | $446.0M | $37.8M | ||
| Q1 24 | $589.0M | $42.2M |
总债务BF.BFDP
| Q4 25 | $2.4B | $176.2M | ||
| Q3 25 | $2.4B | $176.7M | ||
| Q2 25 | $2.4B | $205.2M | ||
| Q1 25 | $2.7B | $237.4M | ||
| Q4 24 | $2.7B | $248.9M | ||
| Q3 24 | $2.7B | $274.8M | ||
| Q2 24 | $2.7B | $290.4M | ||
| Q1 24 | $2.7B | $405.8M |
股东权益BF.BFDP
| Q4 25 | $4.1B | $2.0B | ||
| Q3 25 | $4.0B | $2.0B | ||
| Q2 25 | $4.0B | $2.1B | ||
| Q1 25 | $3.8B | $2.0B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.5B | $2.0B | ||
| Q2 24 | $3.5B | $2.0B | ||
| Q1 24 | $3.2B | $1.9B |
总资产BF.BFDP
| Q4 25 | $8.2B | $3.1B | ||
| Q3 25 | $8.2B | $3.1B | ||
| Q2 25 | $8.1B | $3.2B | ||
| Q1 25 | $8.1B | $3.2B | ||
| Q4 24 | $8.3B | $3.1B | ||
| Q3 24 | $8.2B | $3.2B | ||
| Q2 24 | $8.2B | $3.1B | ||
| Q1 24 | $8.2B | $3.2B |
负债/权益比BF.BFDP
| Q4 25 | 0.59× | 0.09× | ||
| Q3 25 | 0.61× | 0.09× | ||
| Q2 25 | 0.61× | 0.10× | ||
| Q1 25 | 0.70× | 0.12× | ||
| Q4 24 | 0.73× | 0.13× | ||
| Q3 24 | 0.77× | 0.14× | ||
| Q2 24 | 0.76× | 0.15× | ||
| Q1 24 | 0.83× | 0.21× |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $-17.2M |
| 自由现金流率自由现金流/营收 | 10.3% | -1.7% |
| 资本支出强度资本支出/营收 | 2.4% | 2.8% |
| 现金转化率经营现金流/净利润 | 0.59× | 0.34× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $181.3M |
8季度趋势，按日历期对齐
经营现金流BF.BFDP
| Q4 25 | $132.0M | $10.9M | ||
| Q3 25 | $160.0M | $75.0M | ||
| Q2 25 | $152.0M | $113.1M | ||
| Q1 25 | $317.0M | $46.1M | ||
| Q4 24 | $112.0M | $-4.7M | ||
| Q3 24 | $17.0M | $43.5M | ||
| Q2 24 | $285.0M | $125.0M | ||
| Q1 24 | $265.0M | $18.7M |
自由现金流BF.BFDP
| Q4 25 | $107.0M | $-17.2M | ||
| Q3 25 | $129.0M | $60.9M | ||
| Q2 25 | $102.0M | $101.5M | ||
| Q1 25 | $272.0M | $36.1M | ||
| Q4 24 | $81.0M | $-22.3M | ||
| Q3 24 | $-24.0M | $30.1M | ||
| Q2 24 | $205.0M | $117.0M | ||
| Q1 24 | $196.0M | $6.0M |
自由现金流率BF.BFDP
| Q4 25 | 10.3% | -1.7% | ||
| Q3 25 | 14.0% | 6.0% | ||
| Q2 25 | 11.4% | 8.6% | ||
| Q1 25 | 26.3% | 3.3% | ||
| Q4 24 | 7.4% | -2.2% | ||
| Q3 24 | -2.5% | 3.0% | ||
| Q2 24 | 21.3% | 10.3% | ||
| Q1 24 | 18.3% | 0.5% |
资本支出强度BF.BFDP
| Q4 25 | 2.4% | 2.8% | ||
| Q3 25 | 3.4% | 1.4% | ||
| Q2 25 | 5.6% | 1.0% | ||
| Q1 25 | 4.3% | 0.9% | ||
| Q4 24 | 2.8% | 1.7% | ||
| Q3 24 | 4.3% | 1.3% | ||
| Q2 24 | 8.3% | 0.7% | ||
| Q1 24 | 6.5% | 1.1% |
现金转化率BF.BFDP
| Q4 25 | 0.59× | 0.34× | ||
| Q3 25 | 0.94× | — | ||
| Q2 25 | 1.04× | 1.99× | ||
| Q1 25 | 1.17× | 1.48× | ||
| Q4 24 | 0.43× | -0.23× | ||
| Q3 24 | 0.09× | 1.03× | ||
| Q2 24 | 1.07× | 2.33× | ||
| Q1 24 | 0.93× | 0.72× |
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% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
