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百富门（BF.B）与PETMED EXPRESS INC（PETS）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PETMED EXPRESS INC的25.5倍（$1.0B vs $40.7M）。百富门净利率更高（21.6% vs -26.0%，领先47.6%）。百富门同比增速更快（-5.4% vs -23.3%）。百富门自由现金流更多（$107.0M vs $-9.2M）。过去两年百富门的营收复合增速更高（-1.6% vs -20.9%）
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。
PetMed Express，也叫PetMeds，是总部位于美国的线上宠物药房。该企业公开上市，主营宠物处方及非处方药物销售业务，是北美知名的宠物医药线上零售平台。
BF.B vs PETS — 直观对比
营收规模更大
BF.B
是对方的25.5倍
$40.7M
营收增速更快
BF.B
高出17.9%
-23.3%
净利率更高
BF.B
高出47.6%
-26.0%
自由现金流更多
BF.B
多$116.2M
$-9.2M
两年增速更快
BF.B
近两年复合增速
-20.9%
损益表 — Q2 2026 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $40.7M |
| 净利润 | $224.0M | $-10.6M |
| 毛利率 | 59.4% | 23.3% |
| 营业利润率 | 29.4% | -25.7% |
| 净利率 | 21.6% | -26.0% |
| 营收同比 | -5.4% | -23.3% |
| 净利润同比 | -13.2% | -1392.6% |
| 每股收益（稀释后） | $0.47 | $-0.50 |
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.BPETS
| Q4 25 | $1.0B | $40.7M | ||
| Q3 25 | $924.0M | $44.4M | ||
| Q2 25 | $894.0M | $51.2M | ||
| Q1 25 | $1.0B | $50.8M | ||
| Q4 24 | $1.1B | $52.0M | ||
| Q3 24 | $951.0M | $58.0M | ||
| Q2 24 | $964.0M | $66.2M | ||
| Q1 24 | $1.1B | $65.1M |
净利润BF.BPETS
| Q4 25 | $224.0M | $-10.6M | ||
| Q3 25 | $170.0M | $-8.5M | ||
| Q2 25 | $146.0M | $-34.2M | ||
| Q1 25 | $270.0M | $-11.6M | ||
| Q4 24 | $258.0M | $-707.0K | ||
| Q3 24 | $195.0M | $2.3M | ||
| Q2 24 | $266.0M | $3.8M | ||
| Q1 24 | $285.0M | $-5.0M |
毛利率BF.BPETS
| Q4 25 | 59.4% | 23.3% | ||
| Q3 25 | 59.7% | 28.0% | ||
| Q2 25 | 57.4% | 28.1% | ||
| Q1 25 | 59.8% | 29.9% | ||
| Q4 24 | 59.0% | 31.0% | ||
| Q3 24 | 59.4% | 32.3% | ||
| Q2 24 | 59.0% | 28.8% | ||
| Q1 24 | 59.4% | 29.3% |
营业利润率BF.BPETS
| Q4 25 | 29.4% | -25.7% | ||
| Q3 25 | 28.1% | -18.9% | ||
| Q2 25 | 22.9% | -66.7% | ||
| Q1 25 | 27.1% | -11.9% | ||
| Q4 24 | 31.1% | -0.9% | ||
| Q3 24 | 29.5% | 1.0% | ||
| Q2 24 | 38.9% | 6.6% | ||
| Q1 24 | 34.9% | -5.9% |
净利率BF.BPETS
| Q4 25 | 21.6% | -26.0% | ||
| Q3 25 | 18.4% | -19.2% | ||
| Q2 25 | 16.3% | -66.7% | ||
| Q1 25 | 26.1% | -22.9% | ||
| Q4 24 | 23.6% | -1.4% | ||
| Q3 24 | 20.5% | 4.0% | ||
| Q2 24 | 27.6% | 5.7% | ||
| Q1 24 | 26.7% | -7.7% |
每股收益（稀释后）BF.BPETS
| Q4 25 | $0.47 | $-0.50 | ||
| Q3 25 | $0.36 | $-0.41 | ||
| Q2 25 | $0.31 | $-1.65 | ||
| Q1 25 | $0.57 | $-0.56 | ||
| Q4 24 | $0.55 | $-0.03 | ||
| Q3 24 | $0.41 | $0.11 | ||
| Q2 24 | $0.56 | $0.18 | ||
| Q1 24 | $0.60 | $-0.24 |
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 | $26.9M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $32.8M |
| 总资产 | $8.2B | $88.0M |
| 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.BPETS
| Q4 25 | $319.0M | $26.9M | ||
| Q3 25 | $471.0M | $36.1M | ||
| Q2 25 | $444.0M | $41.1M | ||
| Q1 25 | $599.0M | $54.7M | ||
| Q4 24 | $416.0M | $50.1M | ||
| Q3 24 | $416.0M | $52.0M | ||
| Q2 24 | $446.0M | $46.0M | ||
| Q1 24 | $589.0M | $55.3M |
总债务BF.BPETS
| 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.BPETS
| Q4 25 | $4.1B | $32.8M | ||
| Q3 25 | $4.0B | $43.1M | ||
| Q2 25 | $4.0B | $51.5M | ||
| Q1 25 | $3.8B | $85.1M | ||
| Q4 24 | $3.7B | $96.2M | ||
| Q3 24 | $3.5B | $96.4M | ||
| Q2 24 | $3.5B | $93.5M | ||
| Q1 24 | $3.2B | $96.7M |
总资产BF.BPETS
| Q4 25 | $8.2B | $88.0M | ||
| Q3 25 | $8.2B | $100.3M | ||
| Q2 25 | $8.1B | $109.8M | ||
| Q1 25 | $8.1B | $148.7M | ||
| Q4 24 | $8.3B | $144.8M | ||
| Q3 24 | $8.2B | $146.0M | ||
| Q2 24 | $8.2B | $152.7M | ||
| Q1 24 | $8.2B | $169.9M |
负债/权益比BF.BPETS
| 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 | $-9.2M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $-9.2M |
| 自由现金流率自由现金流/营收 | 10.3% | -22.7% |
| 资本支出强度资本支出/营收 | 2.4% | 0.1% |
| 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 | $-23.0M |
8季度趋势，按日历期对齐
经营现金流BF.BPETS
| Q4 25 | $132.0M | $-9.2M | ||
| Q3 25 | $160.0M | $-2.2M | ||
| Q2 25 | $152.0M | $-12.3M | ||
| Q1 25 | $317.0M | $7.0M | ||
| Q4 24 | $112.0M | $-1.2M | ||
| Q3 24 | $17.0M | $7.4M | ||
| Q2 24 | $285.0M | $-8.5M | ||
| Q1 24 | $265.0M | $7.1M |
自由现金流BF.BPETS
| Q4 25 | $107.0M | $-9.2M | ||
| Q3 25 | $129.0M | $-4.8M | ||
| Q2 25 | $102.0M | $-13.6M | ||
| Q1 25 | $272.0M | $4.6M | ||
| Q4 24 | $81.0M | $-1.9M | ||
| Q3 24 | $-24.0M | $6.1M | ||
| Q2 24 | $205.0M | $-9.2M | ||
| Q1 24 | $196.0M | $5.9M |
自由现金流率BF.BPETS
| Q4 25 | 10.3% | -22.7% | ||
| Q3 25 | 14.0% | -10.8% | ||
| Q2 25 | 11.4% | -26.5% | ||
| Q1 25 | 26.3% | 9.1% | ||
| Q4 24 | 7.4% | -3.7% | ||
| Q3 24 | -2.5% | 10.6% | ||
| Q2 24 | 21.3% | -13.9% | ||
| Q1 24 | 18.3% | 9.0% |
资本支出强度BF.BPETS
| Q4 25 | 2.4% | 0.1% | ||
| Q3 25 | 3.4% | 5.9% | ||
| Q2 25 | 5.6% | 2.5% | ||
| Q1 25 | 4.3% | 4.7% | ||
| Q4 24 | 2.8% | 1.5% | ||
| Q3 24 | 4.3% | 2.2% | ||
| Q2 24 | 8.3% | 1.0% | ||
| Q1 24 | 6.5% | 1.9% |
现金转化率BF.BPETS
| Q4 25 | 0.59× | — | ||
| Q3 25 | 0.94× | — | ||
| Q2 25 | 1.04× | — | ||
| Q1 25 | 1.17× | — | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.09× | 3.18× | ||
| Q2 24 | 1.07× | -2.27× | ||
| 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% |
PETS
| Reorder | $34.0M | 84% |
| New Order | $5.0M | 12% |
| Membership Fees | $1.6M | 4% |
