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百富门(BF.B)与Freshpet, Inc.(FRPT)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Freshpet, Inc.的3.6倍($1.0B vs $285.2M)。百富门净利率更高(21.6% vs 11.9%,领先9.8%)。Freshpet, Inc.同比增速更快(8.6% vs -5.4%)。百富门自由现金流更多($107.0M vs $2.1M)。过去两年Freshpet, Inc.的营收复合增速更高(12.9% 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。
Freshpet, Inc.是一家美国宠物食品企业,主打鲜制猫粮、狗粮产品,相关产品需冷藏保存,目前在纳斯达克上市,股票代码为FRPT。
BF.B vs FRPT — 直观对比
营收规模更大
BF.B
是对方的3.6倍
$285.2M
营收增速更快
FRPT
高出14.0%
-5.4%
净利率更高
BF.B
高出9.8%
11.9%
自由现金流更多
BF.B
多$104.9M
$2.1M
两年增速更快
FRPT
近两年复合增速
-1.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.0B | $285.2M |
| 净利润 | $224.0M | $33.8M |
| 毛利率 | 59.4% | 43.3% |
| 营业利润率 | 29.4% | 15.6% |
| 净利率 | 21.6% | 11.9% |
| 营收同比 | -5.4% | 8.6% |
| 净利润同比 | -13.2% | 86.6% |
| 每股收益(稀释后) | $0.47 | $0.71 |
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.B
FRPT
| Q4 25 | $1.0B | $285.2M | ||
| Q3 25 | $924.0M | $288.8M | ||
| Q2 25 | $894.0M | $264.7M | ||
| Q1 25 | $1.0B | $263.2M | ||
| Q4 24 | $1.1B | $262.7M | ||
| Q3 24 | $951.0M | $253.4M | ||
| Q2 24 | $964.0M | $235.3M | ||
| Q1 24 | $1.1B | $223.8M |
净利润
BF.B
FRPT
| Q4 25 | $224.0M | $33.8M | ||
| Q3 25 | $170.0M | $101.7M | ||
| Q2 25 | $146.0M | $16.4M | ||
| Q1 25 | $270.0M | $-12.7M | ||
| Q4 24 | $258.0M | $18.1M | ||
| Q3 24 | $195.0M | $11.9M | ||
| Q2 24 | $266.0M | $-1.7M | ||
| Q1 24 | $285.0M | $18.6M |
毛利率
BF.B
FRPT
| Q4 25 | 59.4% | 43.3% | ||
| Q3 25 | 59.7% | 39.5% | ||
| Q2 25 | 57.4% | 40.9% | ||
| Q1 25 | 59.8% | 39.4% | ||
| Q4 24 | 59.0% | 42.5% | ||
| Q3 24 | 59.4% | 40.4% | ||
| Q2 24 | 59.0% | 39.9% | ||
| Q1 24 | 59.4% | 39.4% |
营业利润率
BF.B
FRPT
| Q4 25 | 29.4% | 15.6% | ||
| Q3 25 | 28.1% | 8.6% | ||
| Q2 25 | 22.9% | 6.7% | ||
| Q1 25 | 27.1% | -4.4% | ||
| Q4 24 | 31.1% | 7.4% | ||
| Q3 24 | 29.5% | 4.7% | ||
| Q2 24 | 38.9% | -0.7% | ||
| Q1 24 | 34.9% | 3.8% |
净利率
BF.B
FRPT
| Q4 25 | 21.6% | 11.9% | ||
| Q3 25 | 18.4% | 35.2% | ||
| Q2 25 | 16.3% | 6.2% | ||
| Q1 25 | 26.1% | -4.8% | ||
| Q4 24 | 23.6% | 6.9% | ||
| Q3 24 | 20.5% | 4.7% | ||
| Q2 24 | 27.6% | -0.7% | ||
| Q1 24 | 26.7% | 8.3% |
每股收益(稀释后)
BF.B
FRPT
| Q4 25 | $0.47 | $0.71 | ||
| Q3 25 | $0.36 | $1.86 | ||
| Q2 25 | $0.31 | $0.33 | ||
| Q1 25 | $0.57 | $-0.26 | ||
| Q4 24 | $0.55 | $0.35 | ||
| Q3 24 | $0.41 | $0.24 | ||
| Q2 24 | $0.56 | $-0.03 | ||
| Q1 24 | $0.60 | $0.37 |
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 | $278.0M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $1.2B |
| 总资产 | $8.2B | $1.8B |
| 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.B
FRPT
| Q4 25 | $319.0M | $278.0M | ||
| Q3 25 | $471.0M | $274.6M | ||
| Q2 25 | $444.0M | $243.7M | ||
| Q1 25 | $599.0M | $243.7M | ||
| Q4 24 | $416.0M | $268.6M | ||
| Q3 24 | $416.0M | $274.6M | ||
| Q2 24 | $446.0M | $251.7M | ||
| Q1 24 | $589.0M | $257.9M |
总债务
BF.B
FRPT
| 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.B
FRPT
| Q4 25 | $4.1B | $1.2B | ||
| Q3 25 | $4.0B | $1.2B | ||
| Q2 25 | $4.0B | $1.1B | ||
| Q1 25 | $3.8B | $1.0B | ||
| Q4 24 | $3.7B | $1.1B | ||
| Q3 24 | $3.5B | $1.0B | ||
| Q2 24 | $3.5B | $995.8M | ||
| Q1 24 | $3.2B | $977.8M |
总资产
BF.B
FRPT
| Q4 25 | $8.2B | $1.8B | ||
| Q3 25 | $8.2B | $1.7B | ||
| Q2 25 | $8.1B | $1.6B | ||
| Q1 25 | $8.1B | $1.6B | ||
| Q4 24 | $8.3B | $1.6B | ||
| Q3 24 | $8.2B | $1.5B | ||
| Q2 24 | $8.2B | $1.5B | ||
| Q1 24 | $8.2B | $1.5B |
负债/权益比
BF.B
FRPT
| 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 | $55.1M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $2.1M |
| 自由现金流率自由现金流/营收 | 10.3% | 0.7% |
| 资本支出强度资本支出/营收 | 2.4% | 18.6% |
| 现金转化率经营现金流/净利润 | 0.59× | 1.63× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $12.4M |
8季度趋势,按日历期对齐
经营现金流
BF.B
FRPT
| Q4 25 | $132.0M | $55.1M | ||
| Q3 25 | $160.0M | $66.8M | ||
| Q2 25 | $152.0M | $33.9M | ||
| Q1 25 | $317.0M | $4.8M | ||
| Q4 24 | $112.0M | $50.4M | ||
| Q3 24 | $17.0M | $56.1M | ||
| Q2 24 | $285.0M | $42.4M | ||
| Q1 24 | $265.0M | $5.4M |
自由现金流
BF.B
FRPT
| Q4 25 | $107.0M | $2.1M | ||
| Q3 25 | $129.0M | $31.6M | ||
| Q2 25 | $102.0M | $445.0K | ||
| Q1 25 | $272.0M | $-21.7M | ||
| Q4 24 | $81.0M | $-7.9M | ||
| Q3 24 | $-24.0M | $22.1M | ||
| Q2 24 | $205.0M | $-5.9M | ||
| Q1 24 | $196.0M | $-41.1M |
自由现金流率
BF.B
FRPT
| Q4 25 | 10.3% | 0.7% | ||
| Q3 25 | 14.0% | 10.9% | ||
| Q2 25 | 11.4% | 0.2% | ||
| Q1 25 | 26.3% | -8.2% | ||
| Q4 24 | 7.4% | -3.0% | ||
| Q3 24 | -2.5% | 8.7% | ||
| Q2 24 | 21.3% | -2.5% | ||
| Q1 24 | 18.3% | -18.3% |
资本支出强度
BF.B
FRPT
| Q4 25 | 2.4% | 18.6% | ||
| Q3 25 | 3.4% | 12.2% | ||
| Q2 25 | 5.6% | 12.6% | ||
| Q1 25 | 4.3% | 10.1% | ||
| Q4 24 | 2.8% | 22.2% | ||
| Q3 24 | 4.3% | 13.4% | ||
| Q2 24 | 8.3% | 20.5% | ||
| Q1 24 | 6.5% | 20.8% |
现金转化率
BF.B
FRPT
| Q4 25 | 0.59× | 1.63× | ||
| Q3 25 | 0.94× | 0.66× | ||
| Q2 25 | 1.04× | 2.07× | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 0.43× | 2.78× | ||
| Q3 24 | 0.09× | 4.72× | ||
| Q2 24 | 1.07× | — | ||
| Q1 24 | 0.93× | 0.29× |
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% |
FRPT
| Sales Channel Grocery Mass International And Digital | $228.4M | 80% |
| Sales Channel Pet Specialty And Club | $56.8M | 20% |