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百富门（BF.B）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是百富门的1.8倍（$1.9B vs $1.0B），百富门净利率更高（21.6% vs 8.4%，领先13.2%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -5.4%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $107.0M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
BF.B vs RPM — 直观对比
营收规模更大
RPM
是对方的1.8倍
$1.0B
营收增速更快
RPM
高出8.9%
-5.4%
净利率更高
BF.B
高出13.2%
8.4%
自由现金流更多
RPM
多$189.4M
$107.0M
两年增速更快
RPM
近两年复合增速
-1.6%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.9B |
| 净利润 | $224.0M | $161.2M |
| 毛利率 | 59.4% | 40.8% |
| 营业利润率 | 29.4% | 11.0% |
| 净利率 | 21.6% | 8.4% |
| 营收同比 | -5.4% | 3.5% |
| 净利润同比 | -13.2% | -12.0% |
| 每股收益（稀释后） | $0.47 | $1.26 |
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.BRPM
| Q4 25 | $1.0B | $1.9B | ||
| Q3 25 | $924.0M | $2.1B | ||
| Q2 25 | $894.0M | $2.1B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.1B | $1.8B | ||
| Q3 24 | $951.0M | $2.0B | ||
| Q2 24 | $964.0M | $2.0B | ||
| Q1 24 | $1.1B | $1.5B |
净利润BF.BRPM
| Q4 25 | $224.0M | $161.2M | ||
| Q3 25 | $170.0M | $227.6M | ||
| Q2 25 | $146.0M | $225.8M | ||
| Q1 25 | $270.0M | $52.0M | ||
| Q4 24 | $258.0M | $183.2M | ||
| Q3 24 | $195.0M | $227.7M | ||
| Q2 24 | $266.0M | $180.6M | ||
| Q1 24 | $285.0M | $61.2M |
毛利率BF.BRPM
| Q4 25 | 59.4% | 40.8% | ||
| Q3 25 | 59.7% | 42.3% | ||
| Q2 25 | 57.4% | 42.4% | ||
| Q1 25 | 59.8% | 38.4% | ||
| Q4 24 | 59.0% | 41.4% | ||
| Q3 24 | 59.4% | 42.5% | ||
| Q2 24 | 59.0% | 41.4% | ||
| Q1 24 | 59.4% | 39.9% |
营业利润率BF.BRPM
| Q4 25 | 29.4% | 11.0% | ||
| Q3 25 | 28.1% | 14.1% | ||
| Q2 25 | 22.9% | 11.9% | ||
| Q1 25 | 27.1% | 2.8% | ||
| Q4 24 | 31.1% | 11.5% | ||
| Q3 24 | 29.5% | 14.8% | ||
| Q2 24 | 38.9% | 11.9% | ||
| Q1 24 | 34.9% | 5.5% |
净利率BF.BRPM
| Q4 25 | 21.6% | 8.4% | ||
| Q3 25 | 18.4% | 10.8% | ||
| Q2 25 | 16.3% | 10.8% | ||
| Q1 25 | 26.1% | 3.5% | ||
| Q4 24 | 23.6% | 9.9% | ||
| Q3 24 | 20.5% | 11.6% | ||
| Q2 24 | 27.6% | 9.0% | ||
| Q1 24 | 26.7% | 4.0% |
每股收益（稀释后）BF.BRPM
| Q4 25 | $0.47 | $1.26 | ||
| Q3 25 | $0.36 | $1.77 | ||
| Q2 25 | $0.31 | $1.76 | ||
| Q1 25 | $0.57 | $0.40 | ||
| Q4 24 | $0.55 | $1.42 | ||
| Q3 24 | $0.41 | $1.77 | ||
| Q2 24 | $0.56 | $1.40 | ||
| Q1 24 | $0.60 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $2.4B | $2.5B |
| 股东权益账面价值 | $4.1B | $3.1B |
| 总资产 | $8.2B | $7.9B |
| 负债/权益比越低杠杆越低 | 0.59× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资BF.BRPM
| Q4 25 | $319.0M | $316.6M | ||
| Q3 25 | $471.0M | $297.1M | ||
| Q2 25 | $444.0M | $302.1M | ||
| Q1 25 | $599.0M | $241.9M | ||
| Q4 24 | $416.0M | $268.7M | ||
| Q3 24 | $416.0M | $231.6M | ||
| Q2 24 | $446.0M | $237.4M | ||
| Q1 24 | $589.0M | $248.9M |
总债务BF.BRPM
| Q4 25 | $2.4B | $2.5B | ||
| Q3 25 | $2.4B | $2.7B | ||
| Q2 25 | $2.4B | $2.6B | ||
| Q1 25 | $2.7B | $2.1B | ||
| Q4 24 | $2.7B | $2.0B | ||
| Q3 24 | $2.7B | $2.0B | ||
| Q2 24 | $2.7B | $2.0B | ||
| Q1 24 | $2.7B | $2.2B |
股东权益BF.BRPM
| Q4 25 | $4.1B | $3.1B | ||
| Q3 25 | $4.0B | $3.1B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.7B | $2.7B | ||
| Q3 24 | $3.5B | $2.6B | ||
| Q2 24 | $3.5B | $2.5B | ||
| Q1 24 | $3.2B | $2.3B |
总资产BF.BRPM
| Q4 25 | $8.2B | $7.9B | ||
| Q3 25 | $8.2B | $7.9B | ||
| Q2 25 | $8.1B | $7.8B | ||
| Q1 25 | $8.1B | $6.6B | ||
| Q4 24 | $8.3B | $6.7B | ||
| Q3 24 | $8.2B | $6.6B | ||
| Q2 24 | $8.2B | $6.6B | ||
| Q1 24 | $8.2B | $6.4B |
负债/权益比BF.BRPM
| Q4 25 | 0.59× | 0.80× | ||
| Q3 25 | 0.61× | 0.87× | ||
| Q2 25 | 0.61× | 0.91× | ||
| Q1 25 | 0.70× | 0.78× | ||
| Q4 24 | 0.73× | 0.74× | ||
| Q3 24 | 0.77× | 0.77× | ||
| Q2 24 | 0.76× | 0.79× | ||
| Q1 24 | 0.83× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 10.3% | 15.5% |
| 资本支出强度资本支出/营收 | 2.4% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.59× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流BF.BRPM
| Q4 25 | $132.0M | $345.7M | ||
| Q3 25 | $160.0M | $237.5M | ||
| Q2 25 | $152.0M | $149.2M | ||
| Q1 25 | $317.0M | $91.5M | ||
| Q4 24 | $112.0M | $279.4M | ||
| Q3 24 | $17.0M | $248.1M | ||
| Q2 24 | $285.0M | $181.2M | ||
| Q1 24 | $265.0M | $173.4M |
自由现金流BF.BRPM
| Q4 25 | $107.0M | $296.4M | ||
| Q3 25 | $129.0M | $175.0M | ||
| Q2 25 | $102.0M | $78.2M | ||
| Q1 25 | $272.0M | $33.3M | ||
| Q4 24 | $81.0M | $229.5M | ||
| Q3 24 | $-24.0M | $197.3M | ||
| Q2 24 | $205.0M | $105.3M | ||
| Q1 24 | $196.0M | $124.6M |
自由现金流率BF.BRPM
| Q4 25 | 10.3% | 15.5% | ||
| Q3 25 | 14.0% | 8.3% | ||
| Q2 25 | 11.4% | 3.8% | ||
| Q1 25 | 26.3% | 2.3% | ||
| Q4 24 | 7.4% | 12.4% | ||
| Q3 24 | -2.5% | 10.0% | ||
| Q2 24 | 21.3% | 5.2% | ||
| Q1 24 | 18.3% | 8.2% |
资本支出强度BF.BRPM
| Q4 25 | 2.4% | 2.6% | ||
| Q3 25 | 3.4% | 3.0% | ||
| Q2 25 | 5.6% | 3.4% | ||
| Q1 25 | 4.3% | 3.9% | ||
| Q4 24 | 2.8% | 2.7% | ||
| Q3 24 | 4.3% | 2.6% | ||
| Q2 24 | 8.3% | 3.8% | ||
| Q1 24 | 6.5% | 3.2% |
现金转化率BF.BRPM
| Q4 25 | 0.59× | 2.14× | ||
| Q3 25 | 0.94× | 1.04× | ||
| Q2 25 | 1.04× | 0.66× | ||
| Q1 25 | 1.17× | 1.76× | ||
| Q4 24 | 0.43× | 1.53× | ||
| Q3 24 | 0.09× | 1.09× | ||
| Q2 24 | 1.07× | 1.00× | ||
| Q1 24 | 0.93× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
