vs
百富门（BF.B）与SANFILIPPO JOHN B & SON INC（JBSS）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SANFILIPPO JOHN B & SON INC的3.3倍（$1.0B vs $314.8M）。百富门净利率更高（21.6% vs 5.7%，领先15.9%）。SANFILIPPO JOHN B & SON INC同比增速更快（4.6% vs -5.4%）。百富门自由现金流更多（$107.0M vs $40.0M）。过去两年SANFILIPPO JOHN B & SON INC的营收复合增速更高（7.6% 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。
John B. Sanfilippo & Son Inc.（股票代码JBSS）是美国领先的坚果零食加工分销商，主营树坚果、花生、果干及增值零食产品，为北美零售、餐饮及工业原料客户提供自有品牌和贴牌产品。
BF.B vs JBSS — 直观对比
营收规模更大
BF.B
是对方的3.3倍
$314.8M
营收增速更快
JBSS
高出9.9%
-5.4%
净利率更高
BF.B
高出15.9%
5.7%
自由现金流更多
BF.B
多$67.0M
$40.0M
两年增速更快
JBSS
近两年复合增速
-1.6%
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $314.8M |
| 净利润 | $224.0M | $18.0M |
| 毛利率 | 59.4% | 18.8% |
| 营业利润率 | 29.4% | 8.3% |
| 净利率 | 21.6% | 5.7% |
| 营收同比 | -5.4% | 4.6% |
| 净利润同比 | -13.2% | 32.1% |
| 每股收益（稀释后） | $0.47 | $1.53 |
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.BJBSS
| Q4 25 | $1.0B | $314.8M | ||
| Q3 25 | $924.0M | $298.7M | ||
| Q2 25 | $894.0M | $269.1M | ||
| Q1 25 | $1.0B | $260.9M | ||
| Q4 24 | $1.1B | $301.1M | ||
| Q3 24 | $951.0M | $276.2M | ||
| Q2 24 | $964.0M | $269.6M | ||
| Q1 24 | $1.1B | $271.9M |
净利润BF.BJBSS
| Q4 25 | $224.0M | $18.0M | ||
| Q3 25 | $170.0M | $18.7M | ||
| Q2 25 | $146.0M | $13.5M | ||
| Q1 25 | $270.0M | $20.2M | ||
| Q4 24 | $258.0M | $13.6M | ||
| Q3 24 | $195.0M | $11.7M | ||
| Q2 24 | $266.0M | $10.0M | ||
| Q1 24 | $285.0M | $13.5M |
毛利率BF.BJBSS
| Q4 25 | 59.4% | 18.8% | ||
| Q3 25 | 59.7% | 18.1% | ||
| Q2 25 | 57.4% | 18.1% | ||
| Q1 25 | 59.8% | 21.4% | ||
| Q4 24 | 59.0% | 17.4% | ||
| Q3 24 | 59.4% | 16.9% | ||
| Q2 24 | 59.0% | 18.5% | ||
| Q1 24 | 59.4% | 18.1% |
营业利润率BF.BJBSS
| Q4 25 | 29.4% | 8.3% | ||
| Q3 25 | 28.1% | 9.0% | ||
| Q2 25 | 22.9% | 7.5% | ||
| Q1 25 | 27.1% | 10.8% | ||
| Q4 24 | 31.1% | 6.4% | ||
| Q3 24 | 29.5% | 6.2% | ||
| Q2 24 | 38.9% | 5.4% | ||
| Q1 24 | 34.9% | 6.7% |
净利率BF.BJBSS
| Q4 25 | 21.6% | 5.7% | ||
| Q3 25 | 18.4% | 6.3% | ||
| Q2 25 | 16.3% | 5.0% | ||
| Q1 25 | 26.1% | 7.7% | ||
| Q4 24 | 23.6% | 4.5% | ||
| Q3 24 | 20.5% | 4.2% | ||
| Q2 24 | 27.6% | 3.7% | ||
| Q1 24 | 26.7% | 5.0% |
每股收益（稀释后）BF.BJBSS
| Q4 25 | $0.47 | $1.53 | ||
| Q3 25 | $0.36 | $1.59 | ||
| Q2 25 | $0.31 | $1.15 | ||
| Q1 25 | $0.57 | $1.72 | ||
| Q4 24 | $0.55 | $1.16 | ||
| Q3 24 | $0.41 | $1.00 | ||
| Q2 24 | $0.56 | $0.85 | ||
| Q1 24 | $0.60 | $1.15 |
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 | $2.4M |
| 总债务越低越好 | $2.4B | $28.8M |
| 股东权益账面价值 | $4.1B | $370.1M |
| 总资产 | $8.2B | $617.7M |
| 负债/权益比越低杠杆越低 | 0.59× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资BF.BJBSS
| Q4 25 | $319.0M | $2.4M | ||
| Q3 25 | $471.0M | $714.0K | ||
| Q2 25 | $444.0M | $585.0K | ||
| Q1 25 | $599.0M | $1.3M | ||
| Q4 24 | $416.0M | $336.0K | ||
| Q3 24 | $416.0M | $442.0K | ||
| Q2 24 | $446.0M | $484.0K | ||
| Q1 24 | $589.0M | $377.0K |
总债务BF.BJBSS
| Q4 25 | $2.4B | $28.8M | ||
| Q3 25 | $2.4B | $29.8M | ||
| Q2 25 | $2.4B | $14.6M | ||
| Q1 25 | $2.7B | $5.8M | ||
| Q4 24 | $2.7B | $6.0M | ||
| Q3 24 | $2.7B | $6.2M | ||
| Q2 24 | $2.7B | $6.4M | ||
| Q1 24 | $2.7B | $6.6M |
股东权益BF.BJBSS
| Q4 25 | $4.1B | $370.1M | ||
| Q3 25 | $4.0B | $362.8M | ||
| Q2 25 | $4.0B | $360.7M | ||
| Q1 25 | $3.8B | $346.6M | ||
| Q4 24 | $3.7B | $325.6M | ||
| Q3 24 | $3.5B | $310.8M | ||
| Q2 24 | $3.5B | $322.6M | ||
| Q1 24 | $3.2B | $321.8M |
总资产BF.BJBSS
| Q4 25 | $8.2B | $617.7M | ||
| Q3 25 | $8.2B | $598.7M | ||
| Q2 25 | $8.1B | $597.6M | ||
| Q1 25 | $8.1B | $590.0M | ||
| Q4 24 | $8.3B | $545.3M | ||
| Q3 24 | $8.2B | $519.4M | ||
| Q2 24 | $8.2B | $515.6M | ||
| Q1 24 | $8.2B | $491.9M |
负债/权益比BF.BJBSS
| Q4 25 | 0.59× | 0.08× | ||
| Q3 25 | 0.61× | 0.08× | ||
| Q2 25 | 0.61× | 0.04× | ||
| Q1 25 | 0.70× | 0.02× | ||
| Q4 24 | 0.73× | 0.02× | ||
| Q3 24 | 0.77× | 0.02× | ||
| Q2 24 | 0.76× | 0.02× | ||
| Q1 24 | 0.83× | 0.02× |
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 | $62.5M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $40.0M |
| 自由现金流率自由现金流/营收 | 10.3% | 12.7% |
| 资本支出强度资本支出/营收 | 2.4% | 7.1% |
| 现金转化率经营现金流/净利润 | 0.59× | 3.48× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $32.8M |
8季度趋势，按日历期对齐
经营现金流BF.BJBSS
| Q4 25 | $132.0M | $62.5M | ||
| Q3 25 | $160.0M | $32.1M | ||
| Q2 25 | $152.0M | $36.5M | ||
| Q1 25 | $317.0M | $-25.9M | ||
| Q4 24 | $112.0M | $11.0M | ||
| Q3 24 | $17.0M | $8.9M | ||
| Q2 24 | $285.0M | $35.2M | ||
| Q1 24 | $265.0M | $5.3M |
自由现金流BF.BJBSS
| Q4 25 | $107.0M | $40.0M | ||
| Q3 25 | $129.0M | $7.3M | ||
| Q2 25 | $102.0M | $23.0M | ||
| Q1 25 | $272.0M | $-37.6M | ||
| Q4 24 | $81.0M | $-2.7M | ||
| Q3 24 | $-24.0M | $-3.0M | ||
| Q2 24 | $205.0M | $24.4M | ||
| Q1 24 | $196.0M | $-1.3M |
自由现金流率BF.BJBSS
| Q4 25 | 10.3% | 12.7% | ||
| Q3 25 | 14.0% | 2.4% | ||
| Q2 25 | 11.4% | 8.6% | ||
| Q1 25 | 26.3% | -14.4% | ||
| Q4 24 | 7.4% | -0.9% | ||
| Q3 24 | -2.5% | -1.1% | ||
| Q2 24 | 21.3% | 9.0% | ||
| Q1 24 | 18.3% | -0.5% |
资本支出强度BF.BJBSS
| Q4 25 | 2.4% | 7.1% | ||
| Q3 25 | 3.4% | 8.3% | ||
| Q2 25 | 5.6% | 5.0% | ||
| Q1 25 | 4.3% | 4.5% | ||
| Q4 24 | 2.8% | 4.5% | ||
| Q3 24 | 4.3% | 4.3% | ||
| Q2 24 | 8.3% | 4.0% | ||
| Q1 24 | 6.5% | 2.4% |
现金转化率BF.BJBSS
| Q4 25 | 0.59× | 3.48× | ||
| Q3 25 | 0.94× | 1.72× | ||
| Q2 25 | 1.04× | 2.70× | ||
| Q1 25 | 1.17× | -1.29× | ||
| Q4 24 | 0.43× | 0.81× | ||
| Q3 24 | 0.09× | 0.77× | ||
| Q2 24 | 1.07× | 3.52× | ||
| Q1 24 | 0.93× | 0.39× |
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% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
