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BELLRING BRANDS, INC.（BRBR）与Church & Dwight（CHD）财务数据对比。点击上方公司名可切换其他公司
Church & Dwight的季度营收约是BELLRING BRANDS, INC.的3.1倍（$1.6B vs $537.3M）。Church & Dwight净利率更高（8.7% vs 8.1%，领先0.6%）。Church & Dwight同比增速更快（3.9% vs 0.8%）。过去两年Church & Dwight的营收复合增速更高（4.6% vs 4.2%）
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。
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
BRBR vs CHD — 直观对比
营收规模更大
CHD
是对方的3.1倍
$537.3M
营收增速更快
CHD
高出3.1%
0.8%
净利率更高
CHD
高出0.6%
8.1%
两年增速更快
CHD
近两年复合增速
4.2%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $537.3M | $1.6B |
| 净利润 | $43.7M | $143.5M |
| 毛利率 | 29.9% | 45.8% |
| 营业利润率 | 14.6% | 16.2% |
| 净利率 | 8.1% | 8.7% |
| 营收同比 | 0.8% | 3.9% |
| 净利润同比 | -43.2% | -24.2% |
| 每股收益（稀释后） | $0.36 | $0.60 |
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BRBRCHD
| Q4 25 | $537.3M | $1.6B | ||
| Q3 25 | $648.2M | $1.6B | ||
| Q2 25 | $547.5M | $1.5B | ||
| Q1 25 | $588.0M | $1.5B | ||
| Q4 24 | $532.9M | $1.6B | ||
| Q3 24 | $555.8M | $1.5B | ||
| Q2 24 | $515.4M | $1.5B | ||
| Q1 24 | $494.6M | $1.5B |
净利润BRBRCHD
| Q4 25 | $43.7M | $143.5M | ||
| Q3 25 | $59.6M | $182.2M | ||
| Q2 25 | $21.0M | $191.0M | ||
| Q1 25 | $58.7M | $220.1M | ||
| Q4 24 | $76.9M | $189.2M | ||
| Q3 24 | $71.7M | $-75.1M | ||
| Q2 24 | $73.7M | $243.5M | ||
| Q1 24 | $57.2M | $227.7M |
毛利率BRBRCHD
| Q4 25 | 29.9% | 45.8% | ||
| Q3 25 | 28.9% | 45.1% | ||
| Q2 25 | 35.4% | 43.0% | ||
| Q1 25 | 32.3% | 45.0% | ||
| Q4 24 | 37.5% | 44.7% | ||
| Q3 24 | 36.9% | 45.2% | ||
| Q2 24 | 36.8% | 47.1% | ||
| Q1 24 | 33.2% | 45.7% |
营业利润率BRBRCHD
| Q4 25 | 14.6% | 16.2% | ||
| Q3 25 | 15.8% | 16.1% | ||
| Q2 25 | 8.2% | 17.4% | ||
| Q1 25 | 16.2% | 20.1% | ||
| Q4 24 | 21.6% | 16.2% | ||
| Q3 24 | 20.2% | -6.1% | ||
| Q2 24 | 21.7% | 22.3% | ||
| Q1 24 | 18.4% | 20.3% |
净利率BRBRCHD
| Q4 25 | 8.1% | 8.7% | ||
| Q3 25 | 9.2% | 11.5% | ||
| Q2 25 | 3.8% | 12.7% | ||
| Q1 25 | 10.0% | 15.0% | ||
| Q4 24 | 14.4% | 12.0% | ||
| Q3 24 | 12.9% | -5.0% | ||
| Q2 24 | 14.3% | 16.1% | ||
| Q1 24 | 11.6% | 15.1% |
每股收益（稀释后）BRBRCHD
| Q4 25 | $0.36 | $0.60 | ||
| Q3 25 | $0.48 | $0.75 | ||
| Q2 25 | $0.16 | $0.78 | ||
| Q1 25 | $0.45 | $0.89 | ||
| Q4 24 | $0.59 | $0.76 | ||
| Q3 24 | $0.54 | $-0.31 | ||
| Q2 24 | $0.56 | $0.99 | ||
| Q1 24 | $0.43 | $0.93 |
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 | $409.0M |
| 总债务越低越好 | $1.2B | $2.2B |
| 股东权益账面价值 | $-510.7M | $4.0B |
| 总资产 | $1.1B | $8.9B |
| 负债/权益比越低杠杆越低 | — | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资BRBRCHD
| Q4 25 | $64.1M | $409.0M | ||
| Q3 25 | $71.8M | $305.3M | ||
| Q2 25 | $43.7M | $923.2M | ||
| Q1 25 | $28.1M | $1.1B | ||
| Q4 24 | $49.6M | $964.1M | ||
| Q3 24 | $70.8M | $752.1M | ||
| Q2 24 | $72.6M | $491.7M | ||
| Q1 24 | $79.3M | $349.7M |
总债务BRBRCHD
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.0B | $2.2B | ||
| Q1 25 | $953.7M | $2.2B | ||
| Q4 24 | $833.4M | $2.2B | ||
| Q3 24 | $833.1M | $2.2B | ||
| Q2 24 | $832.7M | $2.2B | ||
| Q1 24 | $832.4M | $2.2B |
股东权益BRBRCHD
| Q4 25 | $-510.7M | $4.0B | ||
| Q3 25 | $-453.9M | $4.2B | ||
| Q2 25 | $-309.9M | $4.4B | ||
| Q1 25 | $-254.1M | $4.6B | ||
| Q4 24 | $-146.6M | $4.4B | ||
| Q3 24 | $-205.9M | $4.2B | ||
| Q2 24 | $-243.2M | $4.3B | ||
| Q1 24 | $-247.7M | $4.1B |
总资产BRBRCHD
| Q4 25 | $1.1B | $8.9B | ||
| Q3 25 | $941.0M | $9.1B | ||
| Q2 25 | $993.7M | $8.8B | ||
| Q1 25 | $947.5M | $9.0B | ||
| Q4 24 | $885.2M | $8.9B | ||
| Q3 24 | $837.0M | $8.7B | ||
| Q2 24 | $804.1M | $8.8B | ||
| Q1 24 | $765.0M | $8.6B |
负债/权益比BRBRCHD
| Q4 25 | — | 0.55× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.53× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.54× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-7.3M | — |
| 自由现金流率自由现金流/营收 | -1.4% | — |
| 资本支出强度资本支出/营收 | 0.8% | 3.4% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流BRBRCHD
| Q4 25 | $-3.1M | — | ||
| Q3 25 | $169.1M | — | ||
| Q2 25 | $40.3M | — | ||
| Q1 25 | $48.2M | — | ||
| Q4 24 | $3.0M | $292.3M | ||
| Q3 24 | $40.1M | $364.0M | ||
| Q2 24 | $69.0M | $236.9M | ||
| Q1 24 | $16.3M | $263.0M |
自由现金流BRBRCHD
| Q4 25 | $-7.3M | — | ||
| Q3 25 | $168.1M | — | ||
| Q2 25 | $38.5M | — | ||
| Q1 25 | $47.6M | — | ||
| Q4 24 | $1.7M | $237.7M | ||
| Q3 24 | $38.9M | $315.4M | ||
| Q2 24 | $68.9M | $206.6M | ||
| Q1 24 | $16.0M | $216.7M |
自由现金流率BRBRCHD
| Q4 25 | -1.4% | — | ||
| Q3 25 | 25.9% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 8.1% | — | ||
| Q4 24 | 0.3% | 15.0% | ||
| Q3 24 | 7.0% | 20.9% | ||
| Q2 24 | 13.4% | 13.7% | ||
| Q1 24 | 3.2% | 14.4% |
资本支出强度BRBRCHD
| Q4 25 | 0.8% | 3.4% | ||
| Q3 25 | 0.2% | 1.8% | ||
| Q2 25 | 0.3% | 1.5% | ||
| Q1 25 | 0.1% | 1.1% | ||
| Q4 24 | 0.2% | 3.5% | ||
| Q3 24 | 0.2% | 3.2% | ||
| Q2 24 | 0.0% | 2.0% | ||
| Q1 24 | 0.1% | 3.1% |
现金转化率BRBRCHD
| Q4 25 | -0.07× | — | ||
| Q3 25 | 2.84× | — | ||
| Q2 25 | 1.92× | — | ||
| Q1 25 | 0.82× | — | ||
| Q4 24 | 0.04× | 1.54× | ||
| Q3 24 | 0.56× | — | ||
| Q2 24 | 0.94× | 0.97× | ||
| Q1 24 | 0.28× | 1.16× |
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% |
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
