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百富门（BF.B）与Mama's Creations, Inc.（MAMA）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Mama's Creations, Inc.的21.9倍（$1.0B vs $47.3M）。百富门净利率更高（21.6% vs 1.1%，领先20.5%）。Mama's Creations, Inc.同比增速更快（50.0% vs -5.4%）。百富门自由现金流更多（$107.0M vs $3.7M）。过去两年Mama's Creations, Inc.的营收复合增速更高（33.0% 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。
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
BF.B vs MAMA — 直观对比
营收规模更大
BF.B
是对方的21.9倍
$47.3M
营收增速更快
MAMA
高出55.3%
-5.4%
净利率更高
BF.B
高出20.5%
1.1%
自由现金流更多
BF.B
多$103.3M
$3.7M
两年增速更快
MAMA
近两年复合增速
-1.6%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $47.3M |
| 净利润 | $224.0M | $540.0K |
| 毛利率 | 59.4% | 23.6% |
| 营业利润率 | 29.4% | 1.7% |
| 净利率 | 21.6% | 1.1% |
| 营收同比 | -5.4% | 50.0% |
| 净利润同比 | -13.2% | 31.7% |
| 每股收益（稀释后） | $0.47 | $0.01 |
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.BMAMA
| Q4 25 | $1.0B | $47.3M | ||
| Q3 25 | $924.0M | $35.2M | ||
| Q2 25 | $894.0M | $35.3M | ||
| Q1 25 | $1.0B | $33.6M | ||
| Q4 24 | $1.1B | $31.5M | ||
| Q3 24 | $951.0M | $28.4M | ||
| Q2 24 | $964.0M | $29.8M | ||
| Q1 24 | $1.1B | $26.7M |
净利润BF.BMAMA
| Q4 25 | $224.0M | $540.0K | ||
| Q3 25 | $170.0M | $1.3M | ||
| Q2 25 | $146.0M | $1.2M | ||
| Q1 25 | $270.0M | $1.6M | ||
| Q4 24 | $258.0M | $410.0K | ||
| Q3 24 | $195.0M | $1.1M | ||
| Q2 24 | $266.0M | $553.0K | ||
| Q1 24 | $285.0M | $1.4M |
毛利率BF.BMAMA
| Q4 25 | 59.4% | 23.6% | ||
| Q3 25 | 59.7% | 24.9% | ||
| Q2 25 | 57.4% | 26.1% | ||
| Q1 25 | 59.8% | 27.0% | ||
| Q4 24 | 59.0% | 22.6% | ||
| Q3 24 | 59.4% | 24.2% | ||
| Q2 24 | 59.0% | 25.0% | ||
| Q1 24 | 59.4% | 29.3% |
营业利润率BF.BMAMA
| Q4 25 | 29.4% | 1.7% | ||
| Q3 25 | 28.1% | 4.8% | ||
| Q2 25 | 22.9% | 4.5% | ||
| Q1 25 | 27.1% | 5.7% | ||
| Q4 24 | 31.1% | 1.8% | ||
| Q3 24 | 29.5% | 5.7% | ||
| Q2 24 | 38.9% | 2.6% | ||
| Q1 24 | 34.9% | 7.4% |
净利率BF.BMAMA
| Q4 25 | 21.6% | 1.1% | ||
| Q3 25 | 18.4% | 3.6% | ||
| Q2 25 | 16.3% | 3.5% | ||
| Q1 25 | 26.1% | 4.8% | ||
| Q4 24 | 23.6% | 1.3% | ||
| Q3 24 | 20.5% | 4.0% | ||
| Q2 24 | 27.6% | 1.9% | ||
| Q1 24 | 26.7% | 5.3% |
每股收益（稀释后）BF.BMAMA
| Q4 25 | $0.47 | $0.01 | ||
| Q3 25 | $0.36 | $0.03 | ||
| Q2 25 | $0.31 | $0.03 | ||
| Q1 25 | $0.57 | $0.04 | ||
| Q4 24 | $0.55 | $0.01 | ||
| Q3 24 | $0.41 | $0.03 | ||
| Q2 24 | $0.56 | $0.01 | ||
| Q1 24 | $0.60 | $0.03 |
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 | $18.1M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $49.6M |
| 总资产 | $8.2B | $84.0M |
| 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.BMAMA
| Q4 25 | $319.0M | $18.1M | ||
| Q3 25 | $471.0M | $9.4M | ||
| Q2 25 | $444.0M | $12.0M | ||
| Q1 25 | $599.0M | $7.2M | ||
| Q4 24 | $416.0M | $9.3M | ||
| Q3 24 | $416.0M | $7.4M | ||
| Q2 24 | $446.0M | $13.0M | ||
| Q1 24 | $589.0M | $11.0M |
总债务BF.BMAMA
| 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.BMAMA
| Q4 25 | $4.1B | $49.6M | ||
| Q3 25 | $4.0B | $29.6M | ||
| Q2 25 | $4.0B | $26.4M | ||
| Q1 25 | $3.8B | $24.9M | ||
| Q4 24 | $3.7B | $23.0M | ||
| Q3 24 | $3.5B | $22.3M | ||
| Q2 24 | $3.5B | $20.3M | ||
| Q1 24 | $3.2B | $19.6M |
总资产BF.BMAMA
| Q4 25 | $8.2B | $84.0M | ||
| Q3 25 | $8.2B | $51.2M | ||
| Q2 25 | $8.1B | $52.7M | ||
| Q1 25 | $8.1B | $47.1M | ||
| Q4 24 | $8.3B | $47.9M | ||
| Q3 24 | $8.2B | $43.0M | ||
| Q2 24 | $8.2B | $47.2M | ||
| Q1 24 | $8.2B | $45.1M |
负债/权益比BF.BMAMA
| 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 | $3.9M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $3.7M |
| 自由现金流率自由现金流/营收 | 10.3% | 7.8% |
| 资本支出强度资本支出/营收 | 2.4% | 0.4% |
| 现金转化率经营现金流/净利润 | 0.59× | 7.16× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $6.0M |
8季度趋势，按日历期对齐
经营现金流BF.BMAMA
| Q4 25 | $132.0M | $3.9M | ||
| Q3 25 | $160.0M | $-1.7M | ||
| Q2 25 | $152.0M | $6.0M | ||
| Q1 25 | $317.0M | $-857.0K | ||
| Q4 24 | $112.0M | $4.8M | ||
| Q3 24 | $17.0M | $-2.4M | ||
| Q2 24 | $285.0M | $3.6M | ||
| Q1 24 | $265.0M | $6.7M |
自由现金流BF.BMAMA
| Q4 25 | $107.0M | $3.7M | ||
| Q3 25 | $129.0M | $-2.2M | ||
| Q2 25 | $102.0M | $5.5M | ||
| Q1 25 | $272.0M | $-930.0K | ||
| Q4 24 | $81.0M | $2.5M | ||
| Q3 24 | $-24.0M | $-4.0M | ||
| Q2 24 | $205.0M | $2.5M | ||
| Q1 24 | $196.0M | $6.6M |
自由现金流率BF.BMAMA
| Q4 25 | 10.3% | 7.8% | ||
| Q3 25 | 14.0% | -6.2% | ||
| Q2 25 | 11.4% | 15.5% | ||
| Q1 25 | 26.3% | -2.8% | ||
| Q4 24 | 7.4% | 8.0% | ||
| Q3 24 | -2.5% | -14.1% | ||
| Q2 24 | 21.3% | 8.4% | ||
| Q1 24 | 18.3% | 24.8% |
资本支出强度BF.BMAMA
| Q4 25 | 2.4% | 0.4% | ||
| Q3 25 | 3.4% | 1.5% | ||
| Q2 25 | 5.6% | 1.5% | ||
| Q1 25 | 4.3% | 0.2% | ||
| Q4 24 | 2.8% | 7.2% | ||
| Q3 24 | 4.3% | 5.6% | ||
| Q2 24 | 8.3% | 3.8% | ||
| Q1 24 | 6.5% | 0.4% |
现金转化率BF.BMAMA
| Q4 25 | 0.59× | 7.16× | ||
| Q3 25 | 0.94× | -1.31× | ||
| Q2 25 | 1.04× | 4.85× | ||
| Q1 25 | 1.17× | -0.54× | ||
| Q4 24 | 0.43× | 11.71× | ||
| Q3 24 | 0.09× | -2.10× | ||
| Q2 24 | 1.07× | 6.58× | ||
| Q1 24 | 0.93× | 4.79× |
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% |
MAMA
暂无分部数据
