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百富门（BF.B）与Limoneira CO（LMNR）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Limoneira CO的25.1倍（$1.0B vs $41.3M）。百富门净利率更高（21.6% vs -21.0%，领先42.7%）。Limoneira CO同比增速更快（-2.8% vs -5.4%）。过去两年Limoneira CO的营收复合增速更高（3.8% 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。
Limoneira是总部位于美国加利福尼亚州的领先农业企业，主营柑橘、牛油果等特色农产品的种植、加工与分销，产品销往北美、亚洲、欧洲等市场，服务零售及餐饮客户，同时布局可持续土地开发相关业务。
BF.B vs LMNR — 直观对比
营收规模更大
BF.B
是对方的25.1倍
$41.3M
营收增速更快
LMNR
高出2.6%
-5.4%
净利率更高
BF.B
高出42.7%
-21.0%
两年增速更快
LMNR
近两年复合增速
-1.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $41.3M |
| 净利润 | $224.0M | $-8.7M |
| 毛利率 | 59.4% | -15.1% |
| 营业利润率 | 29.4% | -26.8% |
| 净利率 | 21.6% | -21.0% |
| 营收同比 | -5.4% | -2.8% |
| 净利润同比 | -13.2% | -367.5% |
| 每股收益（稀释后） | $0.47 | $-0.49 |
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.BLMNR
| Q4 25 | $1.0B | $41.3M | ||
| Q3 25 | $924.0M | $45.9M | ||
| Q2 25 | $894.0M | $33.6M | ||
| Q1 25 | $1.0B | $32.9M | ||
| Q4 24 | $1.1B | $42.5M | ||
| Q3 24 | $951.0M | $61.8M | ||
| Q2 24 | $964.0M | $43.3M | ||
| Q1 24 | $1.1B | $38.3M |
净利润BF.BLMNR
| Q4 25 | $224.0M | $-8.7M | ||
| Q3 25 | $170.0M | $-855.0K | ||
| Q2 25 | $146.0M | $-3.4M | ||
| Q1 25 | $270.0M | $-3.1M | ||
| Q4 24 | $258.0M | $-1.9M | ||
| Q3 24 | $195.0M | $6.6M | ||
| Q2 24 | $266.0M | $6.6M | ||
| Q1 24 | $285.0M | $-3.6M |
毛利率BF.BLMNR
| Q4 25 | 59.4% | -15.1% | ||
| Q3 25 | 59.7% | 8.5% | ||
| Q2 25 | 57.4% | 5.6% | ||
| Q1 25 | 59.8% | -2.0% | ||
| Q4 24 | 59.0% | 6.3% | ||
| Q3 24 | 59.4% | 26.5% | ||
| Q2 24 | 59.0% | 6.5% | ||
| Q1 24 | 59.4% | -2.0% |
营业利润率BF.BLMNR
| Q4 25 | 29.4% | -26.8% | ||
| Q3 25 | 28.1% | -1.4% | ||
| Q2 25 | 22.9% | -10.0% | ||
| Q1 25 | 27.1% | -16.3% | ||
| Q4 24 | 31.1% | -6.5% | ||
| Q3 24 | 29.5% | 14.5% | ||
| Q2 24 | 38.9% | -10.8% | ||
| Q1 24 | 34.9% | -20.2% |
净利率BF.BLMNR
| Q4 25 | 21.6% | -21.0% | ||
| Q3 25 | 18.4% | -1.9% | ||
| Q2 25 | 16.3% | -10.0% | ||
| Q1 25 | 26.1% | -9.4% | ||
| Q4 24 | 23.6% | -4.4% | ||
| Q3 24 | 20.5% | 10.7% | ||
| Q2 24 | 27.6% | 15.2% | ||
| Q1 24 | 26.7% | -9.4% |
每股收益（稀释后）BF.BLMNR
| Q4 25 | $0.47 | $-0.49 | ||
| Q3 25 | $0.36 | $-0.06 | ||
| Q2 25 | $0.31 | $-0.20 | ||
| Q1 25 | $0.57 | $-0.18 | ||
| Q4 24 | $0.55 | $-0.09 | ||
| Q3 24 | $0.41 | $0.35 | ||
| Q2 24 | $0.56 | $0.35 | ||
| Q1 24 | $0.60 | $-0.21 |
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 | — |
| 总债务越低越好 | $2.4B | $72.5M |
| 股东权益账面价值 | $4.1B | $180.0M |
| 总资产 | $8.2B | $311.1M |
| 负债/权益比越低杠杆越低 | 0.59× | 0.40× |
8季度趋势，按日历期对齐
现金及短期投资BF.BLMNR
| Q4 25 | $319.0M | — | ||
| Q3 25 | $471.0M | — | ||
| Q2 25 | $444.0M | — | ||
| Q1 25 | $599.0M | — | ||
| Q4 24 | $416.0M | — | ||
| Q3 24 | $416.0M | — | ||
| Q2 24 | $446.0M | — | ||
| Q1 24 | $589.0M | — |
总债务BF.BLMNR
| Q4 25 | $2.4B | $72.5M | ||
| Q3 25 | $2.4B | $63.4M | ||
| Q2 25 | $2.4B | $55.0M | ||
| Q1 25 | $2.7B | $58.0M | ||
| Q4 24 | $2.7B | $40.6M | ||
| Q3 24 | $2.7B | $40.6M | ||
| Q2 24 | $2.7B | $60.1M | ||
| Q1 24 | $2.7B | $52.1M |
股东权益BF.BLMNR
| Q4 25 | $4.1B | $180.0M | ||
| Q3 25 | $4.0B | $180.3M | ||
| Q2 25 | $4.0B | $182.7M | ||
| Q1 25 | $3.8B | $186.5M | ||
| Q4 24 | $3.7B | $191.7M | ||
| Q3 24 | $3.5B | $194.9M | ||
| Q2 24 | $3.5B | $189.0M | ||
| Q1 24 | $3.2B | $184.2M |
总资产BF.BLMNR
| Q4 25 | $8.2B | $311.1M | ||
| Q3 25 | $8.2B | $299.9M | ||
| Q2 25 | $8.1B | $296.6M | ||
| Q1 25 | $8.1B | $301.4M | ||
| Q4 24 | $8.3B | $298.8M | ||
| Q3 24 | $8.2B | $307.3M | ||
| Q2 24 | $8.2B | $322.2M | ||
| Q1 24 | $8.2B | $299.6M |
负债/权益比BF.BLMNR
| Q4 25 | 0.59× | 0.40× | ||
| Q3 25 | 0.61× | 0.35× | ||
| Q2 25 | 0.61× | 0.30× | ||
| Q1 25 | 0.70× | 0.31× | ||
| Q4 24 | 0.73× | 0.21× | ||
| Q3 24 | 0.77× | 0.21× | ||
| Q2 24 | 0.76× | 0.32× | ||
| Q1 24 | 0.83× | 0.28× |
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 | $942.0K |
| 自由现金流经营现金流 - 资本支出 | $107.0M | — |
| 自由现金流率自由现金流/营收 | 10.3% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 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.BLMNR
| Q4 25 | $132.0M | $942.0K | ||
| Q3 25 | $160.0M | $-3.0M | ||
| Q2 25 | $152.0M | $8.9M | ||
| Q1 25 | $317.0M | $-12.9M | ||
| Q4 24 | $112.0M | $6.6M | ||
| Q3 24 | $17.0M | $24.6M | ||
| Q2 24 | $285.0M | $-3.0M | ||
| Q1 24 | $265.0M | $-10.3M |
自由现金流BF.BLMNR
| Q4 25 | $107.0M | — | ||
| Q3 25 | $129.0M | — | ||
| Q2 25 | $102.0M | — | ||
| Q1 25 | $272.0M | — | ||
| Q4 24 | $81.0M | — | ||
| Q3 24 | $-24.0M | — | ||
| Q2 24 | $205.0M | — | ||
| Q1 24 | $196.0M | — |
自由现金流率BF.BLMNR
| Q4 25 | 10.3% | — | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 11.4% | — | ||
| Q1 25 | 26.3% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | -2.5% | — | ||
| Q2 24 | 21.3% | — | ||
| Q1 24 | 18.3% | — |
资本支出强度BF.BLMNR
| Q4 25 | 2.4% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 8.3% | — | ||
| Q1 24 | 6.5% | — |
现金转化率BF.BLMNR
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.94× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.09× | 3.73× | ||
| Q2 24 | 1.07× | -0.46× | ||
| 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% |
LMNR
| Lemon Packing | $33.9M | 82% |
| Other Agribusiness | $5.8M | 14% |
| Fresh Lemons | $1.3M | 3% |
