vs
百富门（BF.B）与西斯科（SYY）财务数据对比。点击上方公司名可切换其他公司
西斯科的季度营收约是百富门的20.0倍（$20.8B vs $1.0B），百富门净利率更高（21.6% vs 1.9%，领先19.7%），西斯科同比增速更快（3.0% vs -5.4%），西斯科自由现金流更多（$385.0M vs $107.0M），过去两年西斯科的营收复合增速更高（3.5% 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。
西斯科是总部位于美国得克萨斯州休斯敦能源走廊区的跨国企业，主要为餐厅、医疗机构、教育机构、体育场馆等各类提供餐食的场所销售配送食品产品，同时也供应餐饮服务相关用品及设备。
BF.B vs SYY — 直观对比
营收规模更大
SYY
是对方的20.0倍
$1.0B
营收增速更快
SYY
高出8.4%
-5.4%
净利率更高
BF.B
高出19.7%
1.9%
自由现金流更多
SYY
多$278.0M
$107.0M
两年增速更快
SYY
近两年复合增速
-1.6%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $20.8B |
| 净利润 | $224.0M | $389.0M |
| 毛利率 | 59.4% | 18.3% |
| 营业利润率 | 29.4% | 3.3% |
| 净利率 | 21.6% | 1.9% |
| 营收同比 | -5.4% | 3.0% |
| 净利润同比 | -13.2% | -4.2% |
| 每股收益（稀释后） | $0.47 | $0.81 |
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.BSYY
| Q4 25 | $1.0B | $20.8B | ||
| Q3 25 | $924.0M | $21.1B | ||
| Q2 25 | $894.0M | $21.1B | ||
| Q1 25 | $1.0B | $19.6B | ||
| Q4 24 | $1.1B | $20.2B | ||
| Q3 24 | $951.0M | $20.5B | ||
| Q2 24 | $964.0M | $20.6B | ||
| Q1 24 | $1.1B | $19.4B |
净利润BF.BSYY
| Q4 25 | $224.0M | $389.0M | ||
| Q3 25 | $170.0M | $476.0M | ||
| Q2 25 | $146.0M | $531.0M | ||
| Q1 25 | $270.0M | $401.0M | ||
| Q4 24 | $258.0M | $406.0M | ||
| Q3 24 | $195.0M | $490.0M | ||
| Q2 24 | $266.0M | $611.7M | ||
| Q1 24 | $285.0M | $424.7M |
毛利率BF.BSYY
| Q4 25 | 59.4% | 18.3% | ||
| Q3 25 | 59.7% | 18.4% | ||
| Q2 25 | 57.4% | 18.9% | ||
| Q1 25 | 59.8% | 18.3% | ||
| Q4 24 | 59.0% | 18.1% | ||
| Q3 24 | 59.4% | 18.3% | ||
| Q2 24 | 59.0% | 18.7% | ||
| Q1 24 | 59.4% | 18.6% |
营业利润率BF.BSYY
| Q4 25 | 29.4% | 3.3% | ||
| Q3 25 | 28.1% | 3.8% | ||
| Q2 25 | 22.9% | 4.2% | ||
| Q1 25 | 27.1% | 3.5% | ||
| Q4 24 | 31.1% | 3.5% | ||
| Q3 24 | 29.5% | 3.9% | ||
| Q2 24 | 38.9% | 4.7% | ||
| Q1 24 | 34.9% | 3.7% |
净利率BF.BSYY
| Q4 25 | 21.6% | 1.9% | ||
| Q3 25 | 18.4% | 2.3% | ||
| Q2 25 | 16.3% | 2.5% | ||
| Q1 25 | 26.1% | 2.0% | ||
| Q4 24 | 23.6% | 2.0% | ||
| Q3 24 | 20.5% | 2.4% | ||
| Q2 24 | 27.6% | 3.0% | ||
| Q1 24 | 26.7% | 2.2% |
每股收益（稀释后）BF.BSYY
| Q4 25 | $0.47 | $0.81 | ||
| Q3 25 | $0.36 | $0.99 | ||
| Q2 25 | $0.31 | $1.10 | ||
| Q1 25 | $0.57 | $0.82 | ||
| Q4 24 | $0.55 | $0.82 | ||
| Q3 24 | $0.41 | $0.99 | ||
| Q2 24 | $0.56 | $1.23 | ||
| Q1 24 | $0.60 | $0.85 |
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 | $1.2B |
| 总债务越低越好 | $2.4B | $12.4B |
| 股东权益账面价值 | $4.1B | $2.3B |
| 总资产 | $8.2B | $27.2B |
| 负债/权益比越低杠杆越低 | 0.59× | 5.45× |
8季度趋势，按日历期对齐
现金及短期投资BF.BSYY
| Q4 25 | $319.0M | $1.2B | ||
| Q3 25 | $471.0M | $844.0M | ||
| Q2 25 | $444.0M | $1.1B | ||
| Q1 25 | $599.0M | $1.5B | ||
| Q4 24 | $416.0M | $793.0M | ||
| Q3 24 | $416.0M | $733.0M | ||
| Q2 24 | $446.0M | $696.0M | ||
| Q1 24 | $589.0M | $598.3M |
总债务BF.BSYY
| Q4 25 | $2.4B | $12.4B | ||
| Q3 25 | $2.4B | $11.5B | ||
| Q2 25 | $2.4B | $12.4B | ||
| Q1 25 | $2.7B | $12.2B | ||
| Q4 24 | $2.7B | $11.4B | ||
| Q3 24 | $2.7B | $11.9B | ||
| Q2 24 | $2.7B | $11.5B | ||
| Q1 24 | $2.7B | $12.1B |
股东权益BF.BSYY
| Q4 25 | $4.1B | $2.3B | ||
| Q3 25 | $4.0B | $2.1B | ||
| Q2 25 | $4.0B | $1.8B | ||
| Q1 25 | $3.8B | $1.9B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.5B | $2.2B | ||
| Q2 24 | $3.5B | $1.9B | ||
| Q1 24 | $3.2B | $2.1B |
总资产BF.BSYY
| Q4 25 | $8.2B | $27.2B | ||
| Q3 25 | $8.2B | $27.0B | ||
| Q2 25 | $8.1B | $26.8B | ||
| Q1 25 | $8.1B | $26.3B | ||
| Q4 24 | $8.3B | $25.3B | ||
| Q3 24 | $8.2B | $25.9B | ||
| Q2 24 | $8.2B | $24.9B | ||
| Q1 24 | $8.2B | $24.7B |
负债/权益比BF.BSYY
| Q4 25 | 0.59× | 5.45× | ||
| Q3 25 | 0.61× | 5.54× | ||
| Q2 25 | 0.61× | 6.75× | ||
| Q1 25 | 0.70× | 6.37× | ||
| Q4 24 | 0.73× | 5.66× | ||
| Q3 24 | 0.77× | 5.38× | ||
| Q2 24 | 0.76× | 6.19× | ||
| Q1 24 | 0.83× | 5.77× |
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 | $525.0M |
| 自由现金流经营现金流 - 资本支出 | $107.0M | $385.0M |
| 自由现金流率自由现金流/营收 | 10.3% | 1.9% |
| 资本支出强度资本支出/营收 | 2.4% | 0.7% |
| 现金转化率经营现金流/净利润 | 0.59× | 1.35× |
| 过去12个月自由现金流最近4个季度 | $610.0M | $1.8B |
8季度趋势，按日历期对齐
经营现金流BF.BSYY
| Q4 25 | $132.0M | $525.0M | ||
| Q3 25 | $160.0M | $86.0M | ||
| Q2 25 | $152.0M | $1.2B | ||
| Q1 25 | $317.0M | $819.0M | ||
| Q4 24 | $112.0M | $445.0M | ||
| Q3 24 | $17.0M | $53.0M | ||
| Q2 24 | $285.0M | $1.6B | ||
| Q1 24 | $265.0M | $517.3M |
自由现金流BF.BSYY
| Q4 25 | $107.0M | $385.0M | ||
| Q3 25 | $129.0M | $-74.0M | ||
| Q2 25 | $102.0M | $819.0M | ||
| Q1 25 | $272.0M | $620.0M | ||
| Q4 24 | $81.0M | $234.0M | ||
| Q3 24 | $-24.0M | $-69.0M | ||
| Q2 24 | $205.0M | $1.3B | ||
| Q1 24 | $196.0M | $333.9M |
自由现金流率BF.BSYY
| Q4 25 | 10.3% | 1.9% | ||
| Q3 25 | 14.0% | -0.3% | ||
| Q2 25 | 11.4% | 3.9% | ||
| Q1 25 | 26.3% | 3.2% | ||
| Q4 24 | 7.4% | 1.2% | ||
| Q3 24 | -2.5% | -0.3% | ||
| Q2 24 | 21.3% | 6.4% | ||
| Q1 24 | 18.3% | 1.7% |
资本支出强度BF.BSYY
| Q4 25 | 2.4% | 0.7% | ||
| Q3 25 | 3.4% | 0.8% | ||
| Q2 25 | 5.6% | 1.8% | ||
| Q1 25 | 4.3% | 1.0% | ||
| Q4 24 | 2.8% | 1.0% | ||
| Q3 24 | 4.3% | 0.6% | ||
| Q2 24 | 8.3% | 1.5% | ||
| Q1 24 | 6.5% | 0.9% |
现金转化率BF.BSYY
| Q4 25 | 0.59× | 1.35× | ||
| Q3 25 | 0.94× | 0.18× | ||
| Q2 25 | 1.04× | 2.25× | ||
| Q1 25 | 1.17× | 2.04× | ||
| Q4 24 | 0.43× | 1.10× | ||
| Q3 24 | 0.09× | 0.11× | ||
| Q2 24 | 1.07× | 2.64× | ||
| Q1 24 | 0.93× | 1.22× |
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% |
SYY
| International Foodservice Operations | $4.0B | 19% |
| Fresh And Frozen Meats1 | $3.0B | 14% |
| Canned And Dry Products1 | $2.7B | 13% |
| Sygma Segment | $2.1B | 10% |
| Frozen Fruits Vegetables Bakery And Other1 | $2.1B | 10% |
| Dairy Products1 | $1.5B | 7% |
| Poultry1 | $1.3B | 6% |
| Fresh Produce1 | $1.3B | 6% |
| Paper And Disposables1 | $1.0B | 5% |
| Seafood1 | $542.0M | 3% |
| Beverage Products1 | $390.0M | 2% |
| Other Products | $289.0M | 1% |
| Equipment And Smallwares | $286.0M | 1% |
