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百富门（BF.B）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.3倍（$1.0B vs $828.2M），百富门净利率更高（21.6% vs 13.2%，领先8.4%），Rithm Capital Corp.同比增速更快（508.5% vs -5.4%），过去两年百富门的营收复合增速更高（-1.6% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
BF.B vs RITM — 直观对比
营收规模更大
BF.B
是对方的1.3倍
$828.2M
营收增速更快
RITM
高出513.9%
-5.4%
净利率更高
BF.B
高出8.4%
13.2%
两年增速更快
BF.B
近两年复合增速
-17.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $828.2M |
| 净利润 | $224.0M | $109.5M |
| 毛利率 | 59.4% | — |
| 营业利润率 | 29.4% | 29.9% |
| 净利率 | 21.6% | 13.2% |
| 营收同比 | -5.4% | 508.5% |
| 净利润同比 | -13.2% | 27.7% |
| 每股收益（稀释后） | $0.47 | $0.12 |
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.BRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $924.0M | $1.1B | ||
| Q2 25 | $894.0M | $1.2B | ||
| Q1 25 | $1.0B | $768.4M | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $951.0M | $619.5M | ||
| Q2 24 | $964.0M | $1.2B |
净利润BF.BRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $224.0M | $85.0M | ||
| Q3 25 | $170.0M | $221.5M | ||
| Q2 25 | $146.0M | $311.7M | ||
| Q1 25 | $270.0M | $78.8M | ||
| Q4 24 | $258.0M | $290.2M | ||
| Q3 24 | $195.0M | $121.7M | ||
| Q2 24 | $266.0M | $235.6M |
毛利率BF.BRITM
| Q1 26 | — | — | ||
| Q4 25 | 59.4% | — | ||
| Q3 25 | 59.7% | — | ||
| Q2 25 | 57.4% | — | ||
| Q1 25 | 59.8% | — | ||
| Q4 24 | 59.0% | — | ||
| Q3 24 | 59.4% | — | ||
| Q2 24 | 59.0% | — |
营业利润率BF.BRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 29.4% | 13.8% | ||
| Q3 25 | 28.1% | 21.4% | ||
| Q2 25 | 22.9% | 25.2% | ||
| Q1 25 | 27.1% | 7.4% | ||
| Q4 24 | 31.1% | 23.8% | ||
| Q3 24 | 29.5% | 7.3% | ||
| Q2 24 | 38.9% | 23.6% |
净利率BF.BRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 21.6% | 5.7% | ||
| Q3 25 | 18.4% | 20.0% | ||
| Q2 25 | 16.3% | 25.6% | ||
| Q1 25 | 26.1% | 10.3% | ||
| Q4 24 | 23.6% | 14.0% | ||
| Q3 24 | 20.5% | 19.7% | ||
| Q2 24 | 27.6% | 19.2% |
每股收益（稀释后）BF.BRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.47 | $0.09 | ||
| Q3 25 | $0.36 | $0.35 | ||
| Q2 25 | $0.31 | $0.53 | ||
| Q1 25 | $0.57 | $0.07 | ||
| Q4 24 | $0.55 | $0.50 | ||
| Q3 24 | $0.41 | $0.20 | ||
| Q2 24 | $0.56 | $0.43 |
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 | — |
| 股东权益账面价值 | $4.1B | $9.1B |
| 总资产 | $8.2B | $53.4B |
| 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.BRITM
| Q1 26 | — | — | ||
| Q4 25 | $319.0M | $1.8B | ||
| Q3 25 | $471.0M | $1.6B | ||
| Q2 25 | $444.0M | $1.6B | ||
| Q1 25 | $599.0M | $1.5B | ||
| Q4 24 | $416.0M | $1.5B | ||
| Q3 24 | $416.0M | $1.6B | ||
| Q2 24 | $446.0M | $1.2B |
总债务BF.BRITM
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $35.4B | ||
| Q3 25 | $2.4B | $32.2B | ||
| Q2 25 | $2.4B | $31.2B | ||
| Q1 25 | $2.7B | $32.2B | ||
| Q4 24 | $2.7B | $32.6B | ||
| Q3 24 | $2.7B | $29.6B | ||
| Q2 24 | $2.7B | $30.1B |
股东权益BF.BRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $4.1B | $8.4B | ||
| Q3 25 | $4.0B | $8.5B | ||
| Q2 25 | $4.0B | $7.9B | ||
| Q1 25 | $3.8B | $7.8B | ||
| Q4 24 | $3.7B | $7.8B | ||
| Q3 24 | $3.5B | $7.7B | ||
| Q2 24 | $3.5B | $7.3B |
总资产BF.BRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $8.2B | $53.1B | ||
| Q3 25 | $8.2B | $47.2B | ||
| Q2 25 | $8.1B | $44.3B | ||
| Q1 25 | $8.1B | $45.3B | ||
| Q4 24 | $8.3B | $46.0B | ||
| Q3 24 | $8.2B | $42.3B | ||
| Q2 24 | $8.2B | $42.0B |
负债/权益比BF.BRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.59× | 4.20× | ||
| Q3 25 | 0.61× | 3.79× | ||
| Q2 25 | 0.61× | 3.92× | ||
| Q1 25 | 0.70× | 4.14× | ||
| Q4 24 | 0.73× | 4.18× | ||
| Q3 24 | 0.77× | 3.87× | ||
| Q2 24 | 0.76× | 4.10× |
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 | — |
| 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.BRITM
| Q1 26 | — | — | ||
| Q4 25 | $132.0M | $-114.6M | ||
| Q3 25 | $160.0M | $-2.0B | ||
| Q2 25 | $152.0M | $-557.1M | ||
| Q1 25 | $317.0M | $1.4B | ||
| Q4 24 | $112.0M | $-1.8B | ||
| Q3 24 | $17.0M | $768.1M | ||
| Q2 24 | $285.0M | $-55.7M |
自由现金流BF.BRITM
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率BF.BRITM
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度BF.BRITM
| Q1 26 | — | — | ||
| 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% | — |
现金转化率BF.BRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.59× | -1.35× | ||
| Q3 25 | 0.94× | -9.22× | ||
| Q2 25 | 1.04× | -1.79× | ||
| Q1 25 | 1.17× | 18.03× | ||
| Q4 24 | 0.43× | -6.04× | ||
| Q3 24 | 0.09× | 6.31× | ||
| Q2 24 | 1.07× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
