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BELLRING BRANDS, INC.（BRBR）与别样肉客（BYND）财务数据对比。点击上方公司名可切换其他公司
BELLRING BRANDS, INC.的季度营收约是别样肉客的8.7倍（$537.3M vs $61.6M）。BELLRING BRANDS, INC.同比增速更快（0.8% vs -19.7%）。BELLRING BRANDS, INC.自由现金流更多（$-7.3M vs $-49.8M）。过去两年BELLRING BRANDS, INC.的营收复合增速更高（4.2% vs -9.7%）
Bellring Brands是一家知名营养食品企业，研发、生产及销售蛋白饮料、蛋白棒、蛋白粉等功能性营养产品，旗下拥有Premier Protein、Dymatize等知名品牌，主要面向北美市场的健康及运动爱好者，通过零售、电商等多渠道发售。
Beyond Meat是一家植物基人造肉生产企业，由伊森·布朗于2009年创立，品牌简称Beyond。该公司主打各类替代动物肉的植物肉制品，产品于2012年率先在美国上市推出，目前是全球植物肉领域的知名领军品牌。
BRBR vs BYND — 直观对比
营收规模更大
BRBR
是对方的8.7倍
$61.6M
营收增速更快
BRBR
高出20.5%
-19.7%
自由现金流更多
BRBR
多$42.5M
$-49.8M
两年增速更快
BRBR
近两年复合增速
-9.7%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $537.3M | $61.6M |
| 净利润 | $43.7M | — |
| 毛利率 | 29.9% | -11.5% |
| 营业利润率 | 14.6% | -211.4% |
| 净利率 | 8.1% | — |
| 营收同比 | 0.8% | -19.7% |
| 净利润同比 | -43.2% | — |
| 每股收益（稀释后） | $0.36 | $0.68 |
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BRBRBYND
| Q4 25 | $537.3M | $61.6M | ||
| Q3 25 | $648.2M | $70.2M | ||
| Q2 25 | $547.5M | $75.0M | ||
| Q1 25 | $588.0M | $68.7M | ||
| Q4 24 | $532.9M | $76.7M | ||
| Q3 24 | $555.8M | $81.0M | ||
| Q2 24 | $515.4M | $93.2M | ||
| Q1 24 | $494.6M | $75.6M |
净利润BRBRBYND
| Q4 25 | $43.7M | — | ||
| Q3 25 | $59.6M | $-110.7M | ||
| Q2 25 | $21.0M | $-29.2M | ||
| Q1 25 | $58.7M | $-52.9M | ||
| Q4 24 | $76.9M | — | ||
| Q3 24 | $71.7M | $-26.6M | ||
| Q2 24 | $73.7M | $-34.5M | ||
| Q1 24 | $57.2M | $-54.4M |
毛利率BRBRBYND
| Q4 25 | 29.9% | -11.5% | ||
| Q3 25 | 28.9% | 10.3% | ||
| Q2 25 | 35.4% | 11.5% | ||
| Q1 25 | 32.3% | -1.5% | ||
| Q4 24 | 37.5% | 13.1% | ||
| Q3 24 | 36.9% | 17.7% | ||
| Q2 24 | 36.8% | 14.7% | ||
| Q1 24 | 33.2% | 4.9% |
营业利润率BRBRBYND
| Q4 25 | 14.6% | -211.4% | ||
| Q3 25 | 15.8% | -160.0% | ||
| Q2 25 | 8.2% | -46.6% | ||
| Q1 25 | 16.2% | -81.8% | ||
| Q4 24 | 21.6% | -49.3% | ||
| Q3 24 | 20.2% | -38.2% | ||
| Q2 24 | 21.7% | -36.4% | ||
| Q1 24 | 18.4% | -70.7% |
净利率BRBRBYND
| Q4 25 | 8.1% | — | ||
| Q3 25 | 9.2% | -157.6% | ||
| Q2 25 | 3.8% | -39.0% | ||
| Q1 25 | 10.0% | -77.0% | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 12.9% | -32.8% | ||
| Q2 24 | 14.3% | -37.0% | ||
| Q1 24 | 11.6% | -71.9% |
每股收益（稀释后）BRBRBYND
| Q4 25 | $0.36 | $0.68 | ||
| Q3 25 | $0.48 | $-1.44 | ||
| Q2 25 | $0.16 | $-0.38 | ||
| Q1 25 | $0.45 | $-0.69 | ||
| Q4 24 | $0.59 | $-0.65 | ||
| Q3 24 | $0.54 | $-0.41 | ||
| Q2 24 | $0.56 | $-0.53 | ||
| Q1 24 | $0.43 | $-0.84 |
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 | $64.1M | $203.9M |
| 总债务越低越好 | $1.2B | $415.7M |
| 股东权益账面价值 | $-510.7M | $-997.0K |
| 总资产 | $1.1B | $614.7M |
| 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BRBRBYND
| Q4 25 | $64.1M | $203.9M | ||
| Q3 25 | $71.8M | $117.3M | ||
| Q2 25 | $43.7M | $103.5M | ||
| Q1 25 | $28.1M | $102.1M | ||
| Q4 24 | $49.6M | $131.9M | ||
| Q3 24 | $70.8M | $121.7M | ||
| Q2 24 | $72.6M | $144.9M | ||
| Q1 24 | $79.3M | $157.9M |
总债务BRBRBYND
| Q4 25 | $1.2B | $415.7M | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $953.7M | $1.1B | ||
| Q4 24 | $833.4M | $1.1B | ||
| Q3 24 | $833.1M | $1.1B | ||
| Q2 24 | $832.7M | $1.1B | ||
| Q1 24 | $832.4M | $1.1B |
股东权益BRBRBYND
| Q4 25 | $-510.7M | $-997.0K | ||
| Q3 25 | $-453.9M | $-784.1M | ||
| Q2 25 | $-309.9M | $-677.0M | ||
| Q1 25 | $-254.1M | $-649.5M | ||
| Q4 24 | $-146.6M | $-601.2M | ||
| Q3 24 | $-205.9M | $-611.9M | ||
| Q2 24 | $-243.2M | $-590.0M | ||
| Q1 24 | $-247.7M | $-561.4M |
总资产BRBRBYND
| Q4 25 | $1.1B | $614.7M | ||
| Q3 25 | $941.0M | $599.7M | ||
| Q2 25 | $993.7M | $691.7M | ||
| Q1 25 | $947.5M | $643.8M | ||
| Q4 24 | $885.2M | $678.1M | ||
| Q3 24 | $837.0M | $692.9M | ||
| Q2 24 | $804.1M | $711.2M | ||
| Q1 24 | $765.0M | $735.0M |
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 | $-3.1M | $-46.8M |
| 自由现金流经营现金流 - 资本支出 | $-7.3M | $-49.8M |
| 自由现金流率自由现金流/营收 | -1.4% | -80.8% |
| 资本支出强度资本支出/营收 | 0.8% | 4.8% |
| 现金转化率经营现金流/净利润 | -0.07× | — |
| 过去12个月自由现金流最近4个季度 | $246.9M | $-157.2M |
8季度趋势，按日历期对齐
经营现金流BRBRBYND
| Q4 25 | $-3.1M | $-46.8M | ||
| Q3 25 | $169.1M | $-38.8M | ||
| Q2 25 | $40.3M | $-33.2M | ||
| Q1 25 | $48.2M | $-26.1M | ||
| Q4 24 | $3.0M | $-29.0M | ||
| Q3 24 | $40.1M | $-22.0M | ||
| Q2 24 | $69.0M | $-16.0M | ||
| Q1 24 | $16.3M | $-31.8M |
自由现金流BRBRBYND
| Q4 25 | $-7.3M | $-49.8M | ||
| Q3 25 | $168.1M | $-41.7M | ||
| Q2 25 | $38.5M | $-35.1M | ||
| Q1 25 | $47.6M | $-30.6M | ||
| Q4 24 | $1.7M | $-35.4M | ||
| Q3 24 | $38.9M | $-24.1M | ||
| Q2 24 | $68.9M | $-17.3M | ||
| Q1 24 | $16.0M | $-33.0M |
自由现金流率BRBRBYND
| Q4 25 | -1.4% | -80.8% | ||
| Q3 25 | 25.9% | -59.4% | ||
| Q2 25 | 7.0% | -46.9% | ||
| Q1 25 | 8.1% | -44.6% | ||
| Q4 24 | 0.3% | -46.2% | ||
| Q3 24 | 7.0% | -29.7% | ||
| Q2 24 | 13.4% | -18.6% | ||
| Q1 24 | 3.2% | -43.7% |
资本支出强度BRBRBYND
| Q4 25 | 0.8% | 4.8% | ||
| Q3 25 | 0.2% | 4.1% | ||
| Q2 25 | 0.3% | 2.6% | ||
| Q1 25 | 0.1% | 6.5% | ||
| Q4 24 | 0.2% | 8.4% | ||
| Q3 24 | 0.2% | 2.5% | ||
| Q2 24 | 0.0% | 1.4% | ||
| Q1 24 | 0.1% | 1.6% |
现金转化率BRBRBYND
| Q4 25 | -0.07× | — | ||
| Q3 25 | 2.84× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.04× | — | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 0.94× | — | ||
| Q1 24 | 0.28× | — |
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
BRBR
| Shakesandotherbeverages | $432.4M | 80% |
| Powders | $92.1M | 17% |
| Other Products | $12.8M | 2% |
BYND
暂无分部数据
