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邦吉（BG）与味好美（MKC）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味好美的2.6倍（$4.9B vs $1.9B）。味好美净利率更高（12.2% vs 1.9%，领先10.3%）。邦吉同比增速更快（22.2% vs 2.9%）。过去两年邦吉的营收复合增速更高（11.3% vs 7.5%）
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。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
BG vs MKC — 直观对比
营收规模更大
BG
是对方的2.6倍
$1.9B
营收增速更快
BG
高出19.3%
2.9%
净利率更高
MKC
高出10.3%
1.9%
两年增速更快
BG
近两年复合增速
7.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $1.9B |
| 净利润 | $95.0M | $226.6M |
| 毛利率 | 20.7% | 38.9% |
| 营业利润率 | 1.8% | 16.8% |
| 净利率 | 1.9% | 12.2% |
| 营收同比 | 22.2% | 2.9% |
| 净利润同比 | -84.2% | 5.3% |
| 每股收益（稀释后） | $-0.02 | $0.84 |
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BGMKC
| Q4 25 | $4.9B | $1.9B | ||
| Q3 25 | $4.4B | $1.7B | ||
| Q2 25 | $4.0B | $1.7B | ||
| Q1 25 | $3.7B | $1.6B | ||
| Q4 24 | $4.0B | $1.8B | ||
| Q3 24 | $3.9B | $1.7B | ||
| Q2 24 | $3.7B | $1.6B | ||
| Q1 24 | $3.9B | $1.6B |
净利润BGMKC
| Q4 25 | $95.0M | $226.6M | ||
| Q3 25 | $166.0M | $225.5M | ||
| Q2 25 | $354.0M | $175.0M | ||
| Q1 25 | $201.0M | $162.3M | ||
| Q4 24 | $602.0M | $215.2M | ||
| Q3 24 | $221.0M | $223.1M | ||
| Q2 24 | $70.0M | $184.2M | ||
| Q1 24 | $244.0M | $166.0M |
毛利率BGMKC
| Q4 25 | 20.7% | 38.9% | ||
| Q3 25 | 24.3% | 37.4% | ||
| Q2 25 | 18.4% | 37.5% | ||
| Q1 25 | 16.3% | 37.6% | ||
| Q4 24 | 27.0% | 40.2% | ||
| Q3 24 | 19.9% | 38.7% | ||
| Q2 24 | 17.8% | 37.7% | ||
| Q1 24 | 22.2% | 37.4% |
营业利润率BGMKC
| Q4 25 | 1.8% | 16.8% | ||
| Q3 25 | 6.2% | 16.7% | ||
| Q2 25 | 12.3% | 14.8% | ||
| Q1 25 | 7.8% | 14.0% | ||
| Q4 24 | 18.3% | 17.0% | ||
| Q3 24 | 8.3% | 17.1% | ||
| Q2 24 | 2.8% | 14.2% | ||
| Q1 24 | 9.4% | 14.6% |
净利率BGMKC
| Q4 25 | 1.9% | 12.2% | ||
| Q3 25 | 3.8% | 13.1% | ||
| Q2 25 | 8.8% | 10.5% | ||
| Q1 25 | 5.5% | 10.1% | ||
| Q4 24 | 15.0% | 12.0% | ||
| Q3 24 | 5.7% | 13.3% | ||
| Q2 24 | 1.9% | 11.2% | ||
| Q1 24 | 6.2% | 10.4% |
每股收益（稀释后）BGMKC
| Q4 25 | $-0.02 | $0.84 | ||
| Q3 25 | $0.84 | $0.84 | ||
| Q2 25 | $2.61 | $0.65 | ||
| Q1 25 | $1.48 | $0.60 | ||
| Q4 24 | $4.27 | $0.79 | ||
| Q3 24 | $1.56 | $0.83 | ||
| Q2 24 | $0.48 | $0.68 | ||
| Q1 24 | $1.68 | $0.62 |
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 | $95.9M |
| 总债务越低越好 | $10.2B | $3.6B |
| 股东权益账面价值 | $15.9B | $5.7B |
| 总资产 | $44.5B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资BGMKC
| Q4 25 | $2.0B | $95.9M | ||
| Q3 25 | $3.2B | $94.9M | ||
| Q2 25 | $7.1B | $124.1M | ||
| Q1 25 | $3.9B | $102.8M | ||
| Q4 24 | $3.8B | $186.1M | ||
| Q3 24 | $3.0B | $200.8M | ||
| Q2 24 | $1.3B | $166.3M | ||
| Q1 24 | $3.1B | $178.0M |
总债务BGMKC
| Q4 25 | $10.2B | $3.6B | ||
| Q3 25 | $11.1B | $3.9B | ||
| Q2 25 | $7.7B | $3.9B | ||
| Q1 25 | $5.4B | $3.9B | ||
| Q4 24 | $5.4B | $3.9B | ||
| Q3 24 | $5.4B | $3.4B | ||
| Q2 24 | $4.1B | $4.1B | ||
| Q1 24 | $4.1B | $4.1B |
股东权益BGMKC
| Q4 25 | $15.9B | $5.7B | ||
| Q3 25 | $15.8B | $5.8B | ||
| Q2 25 | $10.9B | $5.6B | ||
| Q1 25 | $10.6B | $5.4B | ||
| Q4 24 | $9.9B | $5.3B | ||
| Q3 24 | $10.1B | $5.4B | ||
| Q2 24 | $10.0B | $5.3B | ||
| Q1 24 | $10.6B | $5.2B |
总资产BGMKC
| Q4 25 | $44.5B | $13.2B | ||
| Q3 25 | $46.3B | $13.2B | ||
| Q2 25 | $31.2B | $13.2B | ||
| Q1 25 | $26.7B | $12.9B | ||
| Q4 24 | $24.9B | $13.1B | ||
| Q3 24 | $25.3B | $13.2B | ||
| Q2 24 | $24.4B | $13.0B | ||
| Q1 24 | $25.8B | $12.9B |
负债/权益比BGMKC
| Q4 25 | 0.64× | 0.63× | ||
| Q3 25 | 0.71× | 0.67× | ||
| Q2 25 | 0.71× | 0.69× | ||
| Q1 25 | 0.51× | 0.71× | ||
| Q4 24 | 0.54× | 0.73× | ||
| Q3 24 | 0.54× | 0.63× | ||
| Q2 24 | 0.41× | 0.77× | ||
| Q1 24 | 0.39× | 0.79× |
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 | $542.0M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | — |
| 自由现金流率自由现金流/营收 | 16.6% | — |
| 资本支出强度资本支出/营收 | 11.0% | — |
| 现金转化率经营现金流/净利润 | 14.18× | 2.39× |
| 过去12个月自由现金流最近4个季度 | $-879.0M | — |
8季度趋势，按日历期对齐
经营现金流BGMKC
| Q4 25 | $1.3B | $542.0M | ||
| Q3 25 | $854.0M | $258.8M | ||
| Q2 25 | $-1.1B | $45.9M | ||
| Q1 25 | $-285.0M | $115.5M | ||
| Q4 24 | $1.1B | $458.7M | ||
| Q3 24 | $1.3B | $161.7M | ||
| Q2 24 | $-1.5B | $163.1M | ||
| Q1 24 | $994.0M | $138.4M |
自由现金流BGMKC
| Q4 25 | $809.0M | — | ||
| Q3 25 | $385.0M | $206.1M | ||
| Q2 25 | $-1.5B | $-2.4M | ||
| Q1 25 | $-595.0M | $78.4M | ||
| Q4 24 | $564.0M | — | ||
| Q3 24 | $973.0M | $102.7M | ||
| Q2 24 | $-1.8B | $94.8M | ||
| Q1 24 | $758.0M | $76.4M |
自由现金流率BGMKC
| Q4 25 | 16.6% | — | ||
| Q3 25 | 8.8% | 11.9% | ||
| Q2 25 | -36.8% | -0.1% | ||
| Q1 25 | -16.2% | 4.9% | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 25.1% | 6.1% | ||
| Q2 24 | -47.4% | 5.8% | ||
| Q1 24 | 19.2% | 4.8% |
资本支出强度BGMKC
| Q4 25 | 11.0% | — | ||
| Q3 25 | 10.7% | 3.1% | ||
| Q2 25 | 10.1% | 2.9% | ||
| Q1 25 | 8.5% | 2.3% | ||
| Q4 24 | 12.2% | — | ||
| Q3 24 | 9.1% | 3.5% | ||
| Q2 24 | 8.0% | 4.2% | ||
| Q1 24 | 6.0% | 3.9% |
现金转化率BGMKC
| Q4 25 | 14.18× | 2.39× | ||
| Q3 25 | 5.14× | 1.15× | ||
| Q2 25 | -3.03× | 0.26× | ||
| Q1 25 | -1.42× | 0.71× | ||
| Q4 24 | 1.75× | 2.13× | ||
| Q3 24 | 6.00× | 0.72× | ||
| Q2 24 | -21.06× | 0.89× | ||
| Q1 24 | 4.07× | 0.83× |
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
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
