vs
百富门（BF.B）与Revvity（RVTY）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Revvity的1.3倍（$1.0B vs $772.1M），百富门净利率更高（21.6% vs 12.7%，领先8.9%），Revvity同比增速更快（5.9% vs -5.4%），Revvity自由现金流更多（$161.8M vs $107.0M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
BF.B vs RVTY — 直观对比
营收规模更大
BF.B
是对方的1.3倍
$772.1M
营收增速更快
RVTY
高出11.2%
-5.4%
净利率更高
BF.B
高出8.9%
12.7%
自由现金流更多
RVTY
多$54.8M
$107.0M
两年增速更快
RVTY
近两年复合增速
-1.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $772.1M |
| 净利润 | $224.0M | $98.4M |
| 毛利率 | 59.4% | — |
| 营业利润率 | 29.4% | 14.5% |
| 净利率 | 21.6% | 12.7% |
| 营收同比 | -5.4% | 5.9% |
| 净利润同比 | -13.2% | 3.9% |
| 每股收益（稀释后） | $0.47 | $0.86 |
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.BRVTY
| Q4 25 | $1.0B | $772.1M | ||
| Q3 25 | $924.0M | $698.9M | ||
| Q2 25 | $894.0M | $720.3M | ||
| Q1 25 | $1.0B | $664.8M | ||
| Q4 24 | $1.1B | $729.4M | ||
| Q3 24 | $951.0M | $684.0M | ||
| Q2 24 | $964.0M | $691.7M | ||
| Q1 24 | $1.1B | $649.9M |
净利润BF.BRVTY
| Q4 25 | $224.0M | $98.4M | ||
| Q3 25 | $170.0M | $46.7M | ||
| Q2 25 | $146.0M | $53.9M | ||
| Q1 25 | $270.0M | $42.2M | ||
| Q4 24 | $258.0M | $94.6M | ||
| Q3 24 | $195.0M | $94.4M | ||
| Q2 24 | $266.0M | $55.4M | ||
| Q1 24 | $285.0M | $26.0M |
毛利率BF.BRVTY
| Q4 25 | 59.4% | — | ||
| Q3 25 | 59.7% | 53.6% | ||
| Q2 25 | 57.4% | 54.5% | ||
| Q1 25 | 59.8% | 56.5% | ||
| Q4 24 | 59.0% | — | ||
| Q3 24 | 59.4% | 56.3% | ||
| Q2 24 | 59.0% | 55.7% | ||
| Q1 24 | 59.4% | 54.6% |
营业利润率BF.BRVTY
| Q4 25 | 29.4% | 14.5% | ||
| Q3 25 | 28.1% | 11.7% | ||
| Q2 25 | 22.9% | 12.6% | ||
| Q1 25 | 27.1% | 10.9% | ||
| Q4 24 | 31.1% | 16.3% | ||
| Q3 24 | 29.5% | 14.3% | ||
| Q2 24 | 38.9% | 12.4% | ||
| Q1 24 | 34.9% | 6.8% |
净利率BF.BRVTY
| Q4 25 | 21.6% | 12.7% | ||
| Q3 25 | 18.4% | 6.7% | ||
| Q2 25 | 16.3% | 7.5% | ||
| Q1 25 | 26.1% | 6.4% | ||
| Q4 24 | 23.6% | 13.0% | ||
| Q3 24 | 20.5% | 13.8% | ||
| Q2 24 | 27.6% | 8.0% | ||
| Q1 24 | 26.7% | 4.0% |
每股收益（稀释后）BF.BRVTY
| Q4 25 | $0.47 | $0.86 | ||
| Q3 25 | $0.36 | $0.40 | ||
| Q2 25 | $0.31 | $0.46 | ||
| Q1 25 | $0.57 | $0.35 | ||
| Q4 24 | $0.55 | $0.77 | ||
| Q3 24 | $0.41 | $0.77 | ||
| Q2 24 | $0.56 | $0.45 | ||
| Q1 24 | $0.60 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.1B | $7.3B |
| 总资产 | $8.2B | $12.2B |
| 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.BRVTY
| Q4 25 | $319.0M | $919.9M | ||
| Q3 25 | $471.0M | $931.4M | ||
| Q2 25 | $444.0M | $991.8M | ||
| Q1 25 | $599.0M | $1.1B | ||
| Q4 24 | $416.0M | $1.2B | ||
| Q3 24 | $416.0M | $1.2B | ||
| Q2 24 | $446.0M | $2.0B | ||
| Q1 24 | $589.0M | $1.7B |
总债务BF.BRVTY
| 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.BRVTY
| Q4 25 | $4.1B | $7.3B | ||
| Q3 25 | $4.0B | $7.4B | ||
| Q2 25 | $4.0B | $7.6B | ||
| Q1 25 | $3.8B | $7.6B | ||
| Q4 24 | $3.7B | $7.7B | ||
| Q3 24 | $3.5B | $7.9B | ||
| Q2 24 | $3.5B | $7.9B | ||
| Q1 24 | $3.2B | $7.8B |
总资产BF.BRVTY
| Q4 25 | $8.2B | $12.2B | ||
| Q3 25 | $8.2B | $12.1B | ||
| Q2 25 | $8.1B | $12.4B | ||
| Q1 25 | $8.1B | $12.4B | ||
| Q4 24 | $8.3B | $12.4B | ||
| Q3 24 | $8.2B | $12.8B | ||
| Q2 24 | $8.2B | $13.4B | ||
| Q1 24 | $8.2B | $13.4B |
负债/权益比BF.BRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $161.8M |
| 自由现金流率自由现金流/营收 | 10.3% | 21.0% |
| 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× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $509.4M |
8季度趋势，按日历期对齐
经营现金流BF.BRVTY
| Q4 25 | $132.0M | $182.0M | ||
| Q3 25 | $160.0M | $138.5M | ||
| Q2 25 | $152.0M | $134.3M | ||
| Q1 25 | $317.0M | $128.2M | ||
| Q4 24 | $112.0M | $174.2M | ||
| Q3 24 | $17.0M | $147.9M | ||
| Q2 24 | $285.0M | $158.6M | ||
| Q1 24 | $265.0M | $147.6M |
自由现金流BF.BRVTY
| Q4 25 | $107.0M | $161.8M | ||
| Q3 25 | $129.0M | $120.0M | ||
| Q2 25 | $102.0M | $115.5M | ||
| Q1 25 | $272.0M | $112.2M | ||
| Q4 24 | $81.0M | $149.8M | ||
| Q3 24 | $-24.0M | $125.6M | ||
| Q2 24 | $205.0M | $136.6M | ||
| Q1 24 | $196.0M | $129.7M |
自由现金流率BF.BRVTY
| Q4 25 | 10.3% | 21.0% | ||
| Q3 25 | 14.0% | 17.2% | ||
| Q2 25 | 11.4% | 16.0% | ||
| Q1 25 | 26.3% | 16.9% | ||
| Q4 24 | 7.4% | 20.5% | ||
| Q3 24 | -2.5% | 18.4% | ||
| Q2 24 | 21.3% | 19.7% | ||
| Q1 24 | 18.3% | 20.0% |
资本支出强度BF.BRVTY
| Q4 25 | 2.4% | 2.6% | ||
| Q3 25 | 3.4% | 2.6% | ||
| Q2 25 | 5.6% | 2.6% | ||
| Q1 25 | 4.3% | 2.4% | ||
| Q4 24 | 2.8% | 3.4% | ||
| Q3 24 | 4.3% | 3.3% | ||
| Q2 24 | 8.3% | 3.2% | ||
| Q1 24 | 6.5% | 2.7% |
现金转化率BF.BRVTY
| Q4 25 | 0.59× | 1.85× | ||
| Q3 25 | 0.94× | 2.97× | ||
| Q2 25 | 1.04× | 2.49× | ||
| Q1 25 | 1.17× | 3.03× | ||
| Q4 24 | 0.43× | 1.84× | ||
| Q3 24 | 0.09× | 1.57× | ||
| Q2 24 | 1.07× | 2.87× | ||
| Q1 24 | 0.93× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
