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百富门（BF.B）与IES Holdings, Inc.（IESC）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IES Holdings, Inc.的1.2倍（$1.0B vs $871.0M），百富门净利率更高（21.6% vs 10.5%，领先11.1%），IES Holdings, Inc.同比增速更快（16.2% vs -5.4%），百富门自由现金流更多（$107.0M vs $-18.9M），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% 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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
BF.B vs IESC — 直观对比
营收规模更大
BF.B
是对方的1.2倍
$871.0M
营收增速更快
IESC
高出21.6%
-5.4%
净利率更高
BF.B
高出11.1%
10.5%
自由现金流更多
BF.B
多$125.9M
$-18.9M
两年增速更快
IESC
近两年复合增速
-1.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $871.0M |
| 净利润 | $224.0M | $91.8M |
| 毛利率 | 59.4% | 25.3% |
| 营业利润率 | 29.4% | 11.2% |
| 净利率 | 21.6% | 10.5% |
| 营收同比 | -5.4% | 16.2% |
| 净利润同比 | -13.2% | 59.1% |
| 每股收益（稀释后） | $0.47 | $4.51 |
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.BIESC
| Q4 25 | $1.0B | $871.0M | ||
| Q3 25 | $924.0M | $897.8M | ||
| Q2 25 | $894.0M | $890.2M | ||
| Q1 25 | $1.0B | $834.0M | ||
| Q4 24 | $1.1B | $749.5M | ||
| Q3 24 | $951.0M | $775.8M | ||
| Q2 24 | $964.0M | $768.4M | ||
| Q1 24 | $1.1B | $705.7M |
净利润BF.BIESC
| Q4 25 | $224.0M | $91.8M | ||
| Q3 25 | $170.0M | $102.3M | ||
| Q2 25 | $146.0M | $79.3M | ||
| Q1 25 | $270.0M | $72.6M | ||
| Q4 24 | $258.0M | $57.7M | ||
| Q3 24 | $195.0M | $65.5M | ||
| Q2 24 | $266.0M | $66.6M | ||
| Q1 24 | $285.0M | $56.8M |
毛利率BF.BIESC
| Q4 25 | 59.4% | 25.3% | ||
| Q3 25 | 59.7% | 26.0% | ||
| Q2 25 | 57.4% | 26.9% | ||
| Q1 25 | 59.8% | 25.0% | ||
| Q4 24 | 59.0% | 23.8% | ||
| Q3 24 | 59.4% | 24.0% | ||
| Q2 24 | 59.0% | 25.3% | ||
| Q1 24 | 59.4% | 24.3% |
营业利润率BF.BIESC
| Q4 25 | 29.4% | 11.2% | ||
| Q3 25 | 28.1% | 11.6% | ||
| Q2 25 | 22.9% | 12.6% | ||
| Q1 25 | 27.1% | 11.1% | ||
| Q4 24 | 31.1% | 10.0% | ||
| Q3 24 | 29.5% | 9.7% | ||
| Q2 24 | 38.9% | 11.7% | ||
| Q1 24 | 34.9% | 11.0% |
净利率BF.BIESC
| Q4 25 | 21.6% | 10.5% | ||
| Q3 25 | 18.4% | 11.4% | ||
| Q2 25 | 16.3% | 8.9% | ||
| Q1 25 | 26.1% | 8.7% | ||
| Q4 24 | 23.6% | 7.7% | ||
| Q3 24 | 20.5% | 8.4% | ||
| Q2 24 | 27.6% | 8.7% | ||
| Q1 24 | 26.7% | 8.0% |
每股收益（稀释后）BF.BIESC
| Q4 25 | $0.47 | $4.51 | ||
| Q3 25 | $0.36 | $4.99 | ||
| Q2 25 | $0.31 | $3.81 | ||
| Q1 25 | $0.57 | $3.50 | ||
| Q4 24 | $0.55 | $2.72 | ||
| Q3 24 | $0.41 | $3.06 | ||
| Q2 24 | $0.56 | $2.67 | ||
| Q1 24 | $0.60 | $2.29 |
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 | $258.7M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $961.1M |
| 总资产 | $8.2B | $1.7B |
| 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.BIESC
| Q4 25 | $319.0M | $258.7M | ||
| Q3 25 | $471.0M | $231.8M | ||
| Q2 25 | $444.0M | $168.3M | ||
| Q1 25 | $599.0M | $88.3M | ||
| Q4 24 | $416.0M | $112.0M | ||
| Q3 24 | $416.0M | $135.8M | ||
| Q2 24 | $446.0M | $44.9M | ||
| Q1 24 | $589.0M | $106.0M |
总债务BF.BIESC
| 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.BIESC
| Q4 25 | $4.1B | $961.1M | ||
| Q3 25 | $4.0B | $884.0M | ||
| Q2 25 | $4.0B | $781.4M | ||
| Q1 25 | $3.8B | $705.8M | ||
| Q4 24 | $3.7B | $652.4M | ||
| Q3 24 | $3.5B | $611.1M | ||
| Q2 24 | $3.5B | $567.5M | ||
| Q1 24 | $3.2B | $534.8M |
总资产BF.BIESC
| Q4 25 | $8.2B | $1.7B | ||
| Q3 25 | $8.2B | $1.6B | ||
| Q2 25 | $8.1B | $1.5B | ||
| Q1 25 | $8.1B | $1.4B | ||
| Q4 24 | $8.3B | $1.3B | ||
| Q3 24 | $8.2B | $1.2B | ||
| Q2 24 | $8.2B | $1.2B | ||
| Q1 24 | $8.2B | $1.1B |
负债/权益比BF.BIESC
| 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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $-18.9M |
| 自由现金流率自由现金流/营收 | 10.3% | -2.2% |
| 资本支出强度资本支出/营收 | 2.4% | 5.3% |
| 现金转化率经营现金流/净利润 | 0.59× | 0.30× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $175.9M |
8季度趋势，按日历期对齐
经营现金流BF.BIESC
| Q4 25 | $132.0M | $27.7M | ||
| Q3 25 | $160.0M | $132.0M | ||
| Q2 25 | $152.0M | $92.0M | ||
| Q1 25 | $317.0M | $24.8M | ||
| Q4 24 | $112.0M | $37.3M | ||
| Q3 24 | $17.0M | $92.8M | ||
| Q2 24 | $285.0M | $82.9M | ||
| Q1 24 | $265.0M | $33.7M |
自由现金流BF.BIESC
| Q4 25 | $107.0M | $-18.9M | ||
| Q3 25 | $129.0M | $112.0M | ||
| Q2 25 | $102.0M | $74.8M | ||
| Q1 25 | $272.0M | $7.9M | ||
| Q4 24 | $81.0M | $24.1M | ||
| Q3 24 | $-24.0M | $78.5M | ||
| Q2 24 | $205.0M | $65.4M | ||
| Q1 24 | $196.0M | $26.9M |
自由现金流率BF.BIESC
| Q4 25 | 10.3% | -2.2% | ||
| Q3 25 | 14.0% | 12.5% | ||
| Q2 25 | 11.4% | 8.4% | ||
| Q1 25 | 26.3% | 0.9% | ||
| Q4 24 | 7.4% | 3.2% | ||
| Q3 24 | -2.5% | 10.1% | ||
| Q2 24 | 21.3% | 8.5% | ||
| Q1 24 | 18.3% | 3.8% |
资本支出强度BF.BIESC
| Q4 25 | 2.4% | 5.3% | ||
| Q3 25 | 3.4% | 2.2% | ||
| Q2 25 | 5.6% | 1.9% | ||
| Q1 25 | 4.3% | 2.0% | ||
| Q4 24 | 2.8% | 1.8% | ||
| Q3 24 | 4.3% | 1.8% | ||
| Q2 24 | 8.3% | 2.3% | ||
| Q1 24 | 6.5% | 1.0% |
现金转化率BF.BIESC
| Q4 25 | 0.59× | 0.30× | ||
| Q3 25 | 0.94× | 1.29× | ||
| Q2 25 | 1.04× | 1.16× | ||
| Q1 25 | 1.17× | 0.34× | ||
| Q4 24 | 0.43× | 0.65× | ||
| Q3 24 | 0.09× | 1.42× | ||
| Q2 24 | 1.07× | 1.24× | ||
| Q1 24 | 0.93× | 0.59× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
