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邦吉（BG）与Mama's Creations, Inc.（MAMA）财务数据对比。点击上方公司名可切换其他公司
邦吉的季度营收约是Mama's Creations, Inc.的103.4倍（$4.9B vs $47.3M）。邦吉净利率更高（1.9% vs 1.1%，领先0.8%）。Mama's Creations, Inc.同比增速更快（50.0% vs 22.2%）。邦吉自由现金流更多（$809.0M vs $3.7M）。过去两年Mama's Creations, Inc.的营收复合增速更高（33.0% vs 11.3%）
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
BG vs MAMA — 直观对比
营收规模更大
BG
是对方的103.4倍
$47.3M
营收增速更快
MAMA
高出27.8%
22.2%
净利率更高
BG
高出0.8%
1.1%
自由现金流更多
BG
多$805.3M
$3.7M
两年增速更快
MAMA
近两年复合增速
11.3%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $47.3M |
| 净利润 | $95.0M | $540.0K |
| 毛利率 | 20.7% | 23.6% |
| 营业利润率 | 1.8% | 1.7% |
| 净利率 | 1.9% | 1.1% |
| 营收同比 | 22.2% | 50.0% |
| 净利润同比 | -84.2% | 31.7% |
| 每股收益（稀释后） | $-0.02 | $0.01 |
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BGMAMA
| Q4 25 | $4.9B | $47.3M | ||
| Q3 25 | $4.4B | $35.2M | ||
| Q2 25 | $4.0B | $35.3M | ||
| Q1 25 | $3.7B | $33.6M | ||
| Q4 24 | $4.0B | $31.5M | ||
| Q3 24 | $3.9B | $28.4M | ||
| Q2 24 | $3.7B | $29.8M | ||
| Q1 24 | $3.9B | $26.7M |
净利润BGMAMA
| Q4 25 | $95.0M | $540.0K | ||
| Q3 25 | $166.0M | $1.3M | ||
| Q2 25 | $354.0M | $1.2M | ||
| Q1 25 | $201.0M | $1.6M | ||
| Q4 24 | $602.0M | $410.0K | ||
| Q3 24 | $221.0M | $1.1M | ||
| Q2 24 | $70.0M | $553.0K | ||
| Q1 24 | $244.0M | $1.4M |
毛利率BGMAMA
| Q4 25 | 20.7% | 23.6% | ||
| Q3 25 | 24.3% | 24.9% | ||
| Q2 25 | 18.4% | 26.1% | ||
| Q1 25 | 16.3% | 27.0% | ||
| Q4 24 | 27.0% | 22.6% | ||
| Q3 24 | 19.9% | 24.2% | ||
| Q2 24 | 17.8% | 25.0% | ||
| Q1 24 | 22.2% | 29.3% |
营业利润率BGMAMA
| Q4 25 | 1.8% | 1.7% | ||
| Q3 25 | 6.2% | 4.8% | ||
| Q2 25 | 12.3% | 4.5% | ||
| Q1 25 | 7.8% | 5.7% | ||
| Q4 24 | 18.3% | 1.8% | ||
| Q3 24 | 8.3% | 5.7% | ||
| Q2 24 | 2.8% | 2.6% | ||
| Q1 24 | 9.4% | 7.4% |
净利率BGMAMA
| Q4 25 | 1.9% | 1.1% | ||
| Q3 25 | 3.8% | 3.6% | ||
| Q2 25 | 8.8% | 3.5% | ||
| Q1 25 | 5.5% | 4.8% | ||
| Q4 24 | 15.0% | 1.3% | ||
| Q3 24 | 5.7% | 4.0% | ||
| Q2 24 | 1.9% | 1.9% | ||
| Q1 24 | 6.2% | 5.3% |
每股收益（稀释后）BGMAMA
| Q4 25 | $-0.02 | $0.01 | ||
| Q3 25 | $0.84 | $0.03 | ||
| Q2 25 | $2.61 | $0.03 | ||
| Q1 25 | $1.48 | $0.04 | ||
| Q4 24 | $4.27 | $0.01 | ||
| Q3 24 | $1.56 | $0.03 | ||
| Q2 24 | $0.48 | $0.01 | ||
| Q1 24 | $1.68 | $0.03 |
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 | $2.0B | $18.1M |
| 总债务越低越好 | $10.2B | — |
| 股东权益账面价值 | $15.9B | $49.6M |
| 总资产 | $44.5B | $84.0M |
| 负债/权益比越低杠杆越低 | 0.64× | — |
8季度趋势，按日历期对齐
现金及短期投资BGMAMA
| Q4 25 | $2.0B | $18.1M | ||
| Q3 25 | $3.2B | $9.4M | ||
| Q2 25 | $7.1B | $12.0M | ||
| Q1 25 | $3.9B | $7.2M | ||
| Q4 24 | $3.8B | $9.3M | ||
| Q3 24 | $3.0B | $7.4M | ||
| Q2 24 | $1.3B | $13.0M | ||
| Q1 24 | $3.1B | $11.0M |
总债务BGMAMA
| Q4 25 | $10.2B | — | ||
| Q3 25 | $11.1B | — | ||
| Q2 25 | $7.7B | — | ||
| Q1 25 | $5.4B | — | ||
| Q4 24 | $5.4B | — | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.1B | — |
股东权益BGMAMA
| Q4 25 | $15.9B | $49.6M | ||
| Q3 25 | $15.8B | $29.6M | ||
| Q2 25 | $10.9B | $26.4M | ||
| Q1 25 | $10.6B | $24.9M | ||
| Q4 24 | $9.9B | $23.0M | ||
| Q3 24 | $10.1B | $22.3M | ||
| Q2 24 | $10.0B | $20.3M | ||
| Q1 24 | $10.6B | $19.6M |
总资产BGMAMA
| Q4 25 | $44.5B | $84.0M | ||
| Q3 25 | $46.3B | $51.2M | ||
| Q2 25 | $31.2B | $52.7M | ||
| Q1 25 | $26.7B | $47.1M | ||
| Q4 24 | $24.9B | $47.9M | ||
| Q3 24 | $25.3B | $43.0M | ||
| Q2 24 | $24.4B | $47.2M | ||
| Q1 24 | $25.8B | $45.1M |
负债/权益比BGMAMA
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 0.51× | — | ||
| Q4 24 | 0.54× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.39× | — |
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 | $1.3B | $3.9M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $3.7M |
| 自由现金流率自由现金流/营收 | 16.6% | 7.8% |
| 资本支出强度资本支出/营收 | 11.0% | 0.4% |
| 现金转化率经营现金流/净利润 | 14.18× | 7.16× |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $6.0M |
8季度趋势，按日历期对齐
经营现金流BGMAMA
| Q4 25 | $1.3B | $3.9M | ||
| Q3 25 | $854.0M | $-1.7M | ||
| Q2 25 | $-1.1B | $6.0M | ||
| Q1 25 | $-285.0M | $-857.0K | ||
| Q4 24 | $1.1B | $4.8M | ||
| Q3 24 | $1.3B | $-2.4M | ||
| Q2 24 | $-1.5B | $3.6M | ||
| Q1 24 | $994.0M | $6.7M |
自由现金流BGMAMA
| Q4 25 | $809.0M | $3.7M | ||
| Q3 25 | $385.0M | $-2.2M | ||
| Q2 25 | $-1.5B | $5.5M | ||
| Q1 25 | $-595.0M | $-930.0K | ||
| Q4 24 | $564.0M | $2.5M | ||
| Q3 24 | $973.0M | $-4.0M | ||
| Q2 24 | $-1.8B | $2.5M | ||
| Q1 24 | $758.0M | $6.6M |
自由现金流率BGMAMA
| Q4 25 | 16.6% | 7.8% | ||
| Q3 25 | 8.8% | -6.2% | ||
| Q2 25 | -36.8% | 15.5% | ||
| Q1 25 | -16.2% | -2.8% | ||
| Q4 24 | 14.1% | 8.0% | ||
| Q3 24 | 25.1% | -14.1% | ||
| Q2 24 | -47.4% | 8.4% | ||
| Q1 24 | 19.2% | 24.8% |
资本支出强度BGMAMA
| Q4 25 | 11.0% | 0.4% | ||
| Q3 25 | 10.7% | 1.5% | ||
| Q2 25 | 10.1% | 1.5% | ||
| Q1 25 | 8.5% | 0.2% | ||
| Q4 24 | 12.2% | 7.2% | ||
| Q3 24 | 9.1% | 5.6% | ||
| Q2 24 | 8.0% | 3.8% | ||
| Q1 24 | 6.0% | 0.4% |
现金转化率BGMAMA
| Q4 25 | 14.18× | 7.16× | ||
| Q3 25 | 5.14× | -1.31× | ||
| Q2 25 | -3.03× | 4.85× | ||
| Q1 25 | -1.42× | -0.54× | ||
| Q4 24 | 1.75× | 11.71× | ||
| Q3 24 | 6.00× | -2.10× | ||
| Q2 24 | -21.06× | 6.58× | ||
| Q1 24 | 4.07× | 4.79× |
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
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
MAMA
暂无分部数据
