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百富门（BF.B）与Post Holdings, Inc.（POST）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是百富门的2.1倍（$2.2B vs $1.0B）。百富门净利率更高（21.6% vs 4.5%，领先17.2%）。Post Holdings, Inc.同比增速更快（10.1% vs -5.4%）。Post Holdings, Inc.自由现金流更多（$119.3M vs $107.0M）。过去两年Post Holdings, Inc.的营收复合增速更高（4.3% 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。
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
BF.B vs POST — 直观对比
营收规模更大
POST
是对方的2.1倍
$1.0B
营收增速更快
POST
高出15.5%
-5.4%
净利率更高
BF.B
高出17.2%
4.5%
自由现金流更多
POST
多$12.3M
$107.0M
两年增速更快
POST
近两年复合增速
-1.6%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $2.2B |
| 净利润 | $224.0M | $96.8M |
| 毛利率 | 59.4% | 29.4% |
| 营业利润率 | 29.4% | 11.0% |
| 净利率 | 21.6% | 4.5% |
| 营收同比 | -5.4% | 10.1% |
| 净利润同比 | -13.2% | -14.6% |
| 每股收益（稀释后） | $0.47 | $1.71 |
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.BPOST
| Q4 25 | $1.0B | $2.2B | ||
| Q3 25 | $924.0M | $2.2B | ||
| Q2 25 | $894.0M | $2.0B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $951.0M | $2.0B | ||
| Q2 24 | $964.0M | $1.9B | ||
| Q1 24 | $1.1B | $2.0B |
净利润BF.BPOST
| Q4 25 | $224.0M | $96.8M | ||
| Q3 25 | $170.0M | $51.0M | ||
| Q2 25 | $146.0M | $108.8M | ||
| Q1 25 | $270.0M | $62.6M | ||
| Q4 24 | $258.0M | $113.3M | ||
| Q3 24 | $195.0M | $81.6M | ||
| Q2 24 | $266.0M | $99.8M | ||
| Q1 24 | $285.0M | $97.2M |
毛利率BF.BPOST
| Q4 25 | 59.4% | 29.4% | ||
| Q3 25 | 59.7% | 26.8% | ||
| Q2 25 | 57.4% | 30.0% | ||
| Q1 25 | 59.8% | 28.0% | ||
| Q4 24 | 59.0% | 30.1% | ||
| Q3 24 | 59.4% | 28.6% | ||
| Q2 24 | 59.0% | 29.6% | ||
| Q1 24 | 59.4% | 29.0% |
营业利润率BF.BPOST
| Q4 25 | 29.4% | 11.0% | ||
| Q3 25 | 28.1% | 7.5% | ||
| Q2 25 | 22.9% | 11.8% | ||
| Q1 25 | 27.1% | 9.3% | ||
| Q4 24 | 31.1% | 10.8% | ||
| Q3 24 | 29.5% | 9.5% | ||
| Q2 24 | 38.9% | 10.4% | ||
| Q1 24 | 34.9% | 9.5% |
净利率BF.BPOST
| Q4 25 | 21.6% | 4.5% | ||
| Q3 25 | 18.4% | 2.3% | ||
| Q2 25 | 16.3% | 5.5% | ||
| Q1 25 | 26.1% | 3.2% | ||
| Q4 24 | 23.6% | 5.7% | ||
| Q3 24 | 20.5% | 4.1% | ||
| Q2 24 | 27.6% | 5.1% | ||
| Q1 24 | 26.7% | 4.9% |
每股收益（稀释后）BF.BPOST
| Q4 25 | $0.47 | $1.71 | ||
| Q3 25 | $0.36 | $0.91 | ||
| Q2 25 | $0.31 | $1.79 | ||
| Q1 25 | $0.57 | $1.03 | ||
| Q4 24 | $0.55 | $1.78 | ||
| Q3 24 | $0.41 | $1.28 | ||
| Q2 24 | $0.56 | $1.53 | ||
| Q1 24 | $0.60 | $1.48 |
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 | $279.3M |
| 总债务越低越好 | $2.4B | $7.5B |
| 股东权益账面价值 | $4.1B | $3.5B |
| 总资产 | $8.2B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.59× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资BF.BPOST
| Q4 25 | $319.0M | $279.3M | ||
| Q3 25 | $471.0M | $176.7M | ||
| Q2 25 | $444.0M | $1.1B | ||
| Q1 25 | $599.0M | $617.6M | ||
| Q4 24 | $416.0M | $872.9M | ||
| Q3 24 | $416.0M | $787.4M | ||
| Q2 24 | $446.0M | $333.8M | ||
| Q1 24 | $589.0M | $333.4M |
总债务BF.BPOST
| Q4 25 | $2.4B | $7.5B | ||
| Q3 25 | $2.4B | $7.4B | ||
| Q2 25 | $2.4B | $7.3B | ||
| Q1 25 | $2.7B | $6.9B | ||
| Q4 24 | $2.7B | $6.9B | ||
| Q3 24 | $2.7B | $6.8B | ||
| Q2 24 | $2.7B | $6.4B | ||
| Q1 24 | $2.7B | $6.4B |
股东权益BF.BPOST
| Q4 25 | $4.1B | $3.5B | ||
| Q3 25 | $4.0B | $3.8B | ||
| Q2 25 | $4.0B | $4.0B | ||
| Q1 25 | $3.8B | $3.8B | ||
| Q4 24 | $3.7B | $3.9B | ||
| Q3 24 | $3.5B | $4.1B | ||
| Q2 24 | $3.5B | $3.9B | ||
| Q1 24 | $3.2B | $4.0B |
总资产BF.BPOST
| Q4 25 | $8.2B | $13.0B | ||
| Q3 25 | $8.2B | $13.5B | ||
| Q2 25 | $8.1B | $13.4B | ||
| Q1 25 | $8.1B | $12.8B | ||
| Q4 24 | $8.3B | $12.8B | ||
| Q3 24 | $8.2B | $12.9B | ||
| Q2 24 | $8.2B | $12.1B | ||
| Q1 24 | $8.2B | $12.2B |
负债/权益比BF.BPOST
| Q4 25 | 0.59× | 2.16× | ||
| Q3 25 | 0.61× | 1.98× | ||
| Q2 25 | 0.61× | 1.84× | ||
| Q1 25 | 0.70× | 1.81× | ||
| Q4 24 | 0.73× | 1.79× | ||
| Q3 24 | 0.77× | 1.67× | ||
| Q2 24 | 0.76× | 1.62× | ||
| Q1 24 | 0.83× | 1.61× |
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 | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $119.3M |
| 自由现金流率自由现金流/营收 | 10.3% | 5.5% |
| 资本支出强度资本支出/营收 | 2.4% | 5.4% |
| 现金转化率经营现金流/净利润 | 0.59× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $436.0M |
8季度趋势，按日历期对齐
经营现金流BF.BPOST
| Q4 25 | $132.0M | $235.7M | ||
| Q3 25 | $160.0M | $301.3M | ||
| Q2 25 | $152.0M | $225.9M | ||
| Q1 25 | $317.0M | $160.7M | ||
| Q4 24 | $112.0M | $310.4M | ||
| Q3 24 | $17.0M | $235.4M | ||
| Q2 24 | $285.0M | $272.3M | ||
| Q1 24 | $265.0M | $249.6M |
自由现金流BF.BPOST
| Q4 25 | $107.0M | $119.3M | ||
| Q3 25 | $129.0M | $151.6M | ||
| Q2 25 | $102.0M | $94.9M | ||
| Q1 25 | $272.0M | $70.2M | ||
| Q4 24 | $81.0M | $171.4M | ||
| Q3 24 | $-24.0M | $96.2M | ||
| Q2 24 | $205.0M | $161.5M | ||
| Q1 24 | $196.0M | $150.9M |
自由现金流率BF.BPOST
| Q4 25 | 10.3% | 5.5% | ||
| Q3 25 | 14.0% | 6.7% | ||
| Q2 25 | 11.4% | 4.8% | ||
| Q1 25 | 26.3% | 3.6% | ||
| Q4 24 | 7.4% | 8.7% | ||
| Q3 24 | -2.5% | 4.8% | ||
| Q2 24 | 21.3% | 8.3% | ||
| Q1 24 | 18.3% | 7.5% |
资本支出强度BF.BPOST
| Q4 25 | 2.4% | 5.4% | ||
| Q3 25 | 3.4% | 6.7% | ||
| Q2 25 | 5.6% | 6.6% | ||
| Q1 25 | 4.3% | 4.6% | ||
| Q4 24 | 2.8% | 7.0% | ||
| Q3 24 | 4.3% | 6.9% | ||
| Q2 24 | 8.3% | 5.7% | ||
| Q1 24 | 6.5% | 4.9% |
现金转化率BF.BPOST
| Q4 25 | 0.59× | 2.43× | ||
| Q3 25 | 0.94× | 5.91× | ||
| Q2 25 | 1.04× | 2.08× | ||
| Q1 25 | 1.17× | 2.57× | ||
| Q4 24 | 0.43× | 2.74× | ||
| Q3 24 | 0.09× | 2.88× | ||
| Q2 24 | 1.07× | 2.73× | ||
| Q1 24 | 0.93× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
