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BONK, INC.（BNKK）与奥驰亚（MO）财务数据对比。点击上方公司名可切换其他公司
奥驰亚的季度营收约是BONK, INC.的11341.7倍（$5.8B vs $515.4K）。奥驰亚净利率更高（19.1% vs -8274.9%，领先8294.0%）。BONK, INC.同比增速更快（278.2% vs -2.1%）。过去两年BONK, INC.的营收复合增速更高（73.8% vs 2.4%）
奥驰亚集团是美国头部烟草企业，通过旗下子公司生产销售可燃烟草与口服类烟草相关产品，核心品牌包括万宝路香烟、Black & Mild雪茄及烟斗烟、哥本哈根、斯库尔等湿无烟烟草，以及on!口服尼古丁袋，产品主要供应批发商、分销商及大型零售客户。
BNKK vs MO — 直观对比
营收规模更大
MO
是对方的11341.7倍
$515.4K
营收增速更快
BNKK
高出280.4%
-2.1%
净利率更高
MO
高出8294.0%
-8274.9%
两年增速更快
BNKK
近两年复合增速
2.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $515.4K | $5.8B |
| 净利润 | $-42.7M | $1.1B |
| 毛利率 | — | 62.1% |
| 营业利润率 | — | 28.2% |
| 净利率 | -8274.9% | 19.1% |
| 营收同比 | 278.2% | -2.1% |
| 净利润同比 | -215.2% | -63.2% |
| 每股收益（稀释后） | — | $0.67 |
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BNKKMO
| Q4 25 | $515.4K | $5.8B | ||
| Q3 25 | $1.5M | $6.1B | ||
| Q2 25 | $44.9K | $6.1B | ||
| Q1 25 | $42.1K | $5.3B | ||
| Q4 24 | $-289.2K | $6.0B | ||
| Q3 24 | $110.2K | $6.3B | ||
| Q2 24 | $710.2K | $6.2B | ||
| Q1 24 | $170.7K | $5.6B |
净利润BNKKMO
| Q4 25 | $-42.7M | $1.1B | ||
| Q3 25 | $-33.6M | $2.4B | ||
| Q2 25 | $13.4M | $2.4B | ||
| Q1 25 | $-5.3M | $1.1B | ||
| Q4 24 | $-13.5M | $3.0B | ||
| Q3 24 | $-11.9M | $2.3B | ||
| Q2 24 | $-8.3M | $3.8B | ||
| Q1 24 | $-15.7M | $2.1B |
毛利率BNKKMO
| Q4 25 | — | 62.1% | ||
| Q3 25 | 35.9% | 62.8% | ||
| Q2 25 | 53.1% | 63.1% | ||
| Q1 25 | 49.9% | 61.8% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | -265.1% | 60.8% | ||
| Q2 24 | 29.0% | 59.2% | ||
| Q1 24 | -1295.9% | 58.8% |
营业利润率BNKKMO
| Q4 25 | — | 28.2% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 52.9% | ||
| Q1 25 | — | 34.0% | ||
| Q4 24 | — | 48.2% | ||
| Q3 24 | — | 50.4% | ||
| Q2 24 | — | 40.8% | ||
| Q1 24 | — | 48.0% |
净利率BNKKMO
| Q4 25 | -8274.9% | 19.1% | ||
| Q3 25 | -2216.8% | 39.1% | ||
| Q2 25 | 29756.5% | 39.0% | ||
| Q1 25 | -12652.7% | 20.5% | ||
| Q4 24 | 4678.7% | 50.9% | ||
| Q3 24 | -10823.8% | 36.6% | ||
| Q2 24 | -1165.0% | 61.2% | ||
| Q1 24 | -9180.9% | 38.2% |
每股收益（稀释后）BNKKMO
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $1.41 | ||
| Q2 25 | $0.09 | $1.41 | ||
| Q1 25 | $-0.08 | $0.63 | ||
| Q4 24 | $-31.07 | $1.78 | ||
| Q3 24 | $-0.21 | $1.34 | ||
| Q2 24 | $-0.16 | $2.21 | ||
| Q1 24 | $-0.33 | $1.21 |
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 | $54.7K | $4.5B |
| 总债务越低越好 | — | $25.7B |
| 股东权益账面价值 | $35.0M | $-3.5B |
| 总资产 | $41.0M | $35.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BNKKMO
| Q4 25 | $54.7K | $4.5B | ||
| Q3 25 | $54.7K | $3.5B | ||
| Q2 25 | $54.7K | $1.3B | ||
| Q1 25 | $54.7K | $4.7B | ||
| Q4 24 | $54.7K | $3.1B | ||
| Q3 24 | $54.7K | $1.9B | ||
| Q2 24 | $54.7K | $1.8B | ||
| Q1 24 | $242.6K | $3.6B |
总债务BNKKMO
| Q4 25 | — | $25.7B | ||
| Q3 25 | — | $25.7B | ||
| Q2 25 | — | $24.7B | ||
| Q1 25 | — | $26.1B | ||
| Q4 24 | — | $24.9B | ||
| Q3 24 | — | $25.2B | ||
| Q2 24 | — | $25.0B | ||
| Q1 24 | — | $25.0B |
股东权益BNKKMO
| Q4 25 | $35.0M | $-3.5B | ||
| Q3 25 | $75.5M | $-2.6B | ||
| Q2 25 | $23.1M | $-3.3B | ||
| Q1 25 | $-542.6K | $-3.5B | ||
| Q4 24 | $-2.2M | $-2.2B | ||
| Q3 24 | $6.4M | $-3.5B | ||
| Q2 24 | $6.5M | $-3.0B | ||
| Q1 24 | $5.6M | $-5.1B |
总资产BNKKMO
| Q4 25 | $41.0M | $35.0B | ||
| Q3 25 | $81.0M | $35.0B | ||
| Q2 25 | $42.1M | $32.3B | ||
| Q1 25 | $8.7M | $35.8B | ||
| Q4 24 | $7.3M | $35.2B | ||
| Q3 24 | $8.4M | $34.2B | ||
| Q2 24 | $10.7M | $34.4B | ||
| Q1 24 | $9.2M | $36.5B |
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 | — | $3.3B |
| 自由现金流经营现金流 - 资本支出 | — | $3.2B |
| 自由现金流率自由现金流/营收 | — | 54.4% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | 2.93× |
| 过去12个月自由现金流最近4个季度 | — | $9.1B |
8季度趋势，按日历期对齐
经营现金流BNKKMO
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | $-1.7M | $205.0M | ||
| Q1 25 | $-4.6M | $2.7B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | $-5.1M | $2.6B | ||
| Q2 24 | $-5.7M | $-75.0M | ||
| Q1 24 | $-6.4M | $2.9B |
自由现金流BNKKMO
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | — | $173.0M | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | $-104.0M | ||
| Q1 24 | — | $2.8B |
自由现金流率BNKKMO
| Q4 25 | — | 54.4% | ||
| Q3 25 | — | 50.1% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 51.0% | ||
| Q4 24 | — | 55.1% | ||
| Q3 24 | — | 41.2% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | 51.0% |
资本支出强度BNKKMO
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 0.6% |
现金转化率BNKKMO
| Q4 25 | — | 2.93× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | -0.12× | 0.09× | ||
| Q1 25 | — | 2.53× | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | -0.02× | ||
| Q1 24 | — | 1.35× |
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
BNKK
暂无分部数据
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
