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BRC Inc.（BRCC）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BRC Inc.的14.6倍（$1.6B vs $112.7M）。Church & Dwight净利率更高（8.7% vs -2.8%，领先11.6%）。BRC Inc.同比增速更快（6.5% vs 3.9%）。过去两年BRC Inc.的营收复合增速更高（7.0% vs 4.6%）
BRC Inc.是一家美国高端咖啡与生活方式品牌，主营烘焙咖啡豆、即饮咖啡饮品、品牌服饰及户外装备，核心客群包含退伍军人、急救人员与户外爱好者，在北美地区通过电商及线下实体门店渠道销售产品。
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。
BRCC vs CHD — 直观对比
营收规模更大
CHD
是对方的14.6倍
$112.7M
营收增速更快
BRCC
高出2.6%
3.9%
净利率更高
CHD
高出11.6%
-2.8%
两年增速更快
BRCC
近两年复合增速
4.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $112.7M | $1.6B |
| 净利润 | $-3.2M | $143.5M |
| 毛利率 | 32.1% | 45.8% |
| 营业利润率 | -6.3% | 16.2% |
| 净利率 | -2.8% | 8.7% |
| 营收同比 | 6.5% | 3.9% |
| 净利润同比 | -29.3% | -24.2% |
| 每股收益（稀释后） | $-0.02 | $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BRCCCHD
| Q4 25 | $112.7M | $1.6B | ||
| Q3 25 | $100.7M | $1.6B | ||
| Q2 25 | $94.8M | $1.5B | ||
| Q1 25 | $90.0M | $1.5B | ||
| Q4 24 | $105.9M | $1.6B | ||
| Q3 24 | $98.2M | $1.5B | ||
| Q2 24 | $89.0M | $1.5B | ||
| Q1 24 | $98.4M | $1.5B |
净利润BRCCCHD
| Q4 25 | $-3.2M | $143.5M | ||
| Q3 25 | $-486.0K | $182.2M | ||
| Q2 25 | $-5.3M | $191.0M | ||
| Q1 25 | $-2.9M | $220.1M | ||
| Q4 24 | $-2.5M | $189.2M | ||
| Q3 24 | $-535.0K | $-75.1M | ||
| Q2 24 | $-482.0K | $243.5M | ||
| Q1 24 | $548.0K | $227.7M |
毛利率BRCCCHD
| Q4 25 | 32.1% | 45.8% | ||
| Q3 25 | 36.9% | 45.1% | ||
| Q2 25 | 33.9% | 43.0% | ||
| Q1 25 | 36.1% | 45.0% | ||
| Q4 24 | 38.1% | 44.7% | ||
| Q3 24 | 42.1% | 45.2% | ||
| Q2 24 | 41.9% | 47.1% | ||
| Q1 24 | 42.9% | 45.7% |
营业利润率BRCCCHD
| Q4 25 | -6.3% | 16.2% | ||
| Q3 25 | 0.5% | 16.1% | ||
| Q2 25 | -13.3% | 17.4% | ||
| Q1 25 | -6.0% | 20.1% | ||
| Q4 24 | -2.1% | 16.2% | ||
| Q3 24 | 1.1% | -6.1% | ||
| Q2 24 | 1.1% | 22.3% | ||
| Q1 24 | 4.0% | 20.3% |
净利率BRCCCHD
| Q4 25 | -2.8% | 8.7% | ||
| Q3 25 | -0.5% | 11.5% | ||
| Q2 25 | -5.6% | 12.7% | ||
| Q1 25 | -3.2% | 15.0% | ||
| Q4 24 | -2.3% | 12.0% | ||
| Q3 24 | -0.5% | -5.0% | ||
| Q2 24 | -0.5% | 16.1% | ||
| Q1 24 | 0.6% | 15.1% |
每股收益（稀释后）BRCCCHD
| Q4 25 | $-0.02 | $0.60 | ||
| Q3 25 | $0.00 | $0.75 | ||
| Q2 25 | $-0.07 | $0.78 | ||
| Q1 25 | $-0.04 | $0.89 | ||
| Q4 24 | $-0.03 | $0.76 | ||
| Q3 24 | $-0.01 | $-0.31 | ||
| Q2 24 | $-0.01 | $0.99 | ||
| Q1 24 | $0.01 | $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 | $4.3M | $409.0M |
| 总债务越低越好 | $34.7M | $2.2B |
| 股东权益账面价值 | $45.7M | $4.0B |
| 总资产 | $209.2M | $8.9B |
| 负债/权益比越低杠杆越低 | 0.76× | 0.55× |
8季度趋势，按日历期对齐
现金及短期投资BRCCCHD
| Q4 25 | $4.3M | $409.0M | ||
| Q3 25 | $9.5M | $305.3M | ||
| Q2 25 | $4.3M | $923.2M | ||
| Q1 25 | $3.9M | $1.1B | ||
| Q4 24 | $6.8M | $964.1M | ||
| Q3 24 | $7.3M | $752.1M | ||
| Q2 24 | $9.6M | $491.7M | ||
| Q1 24 | $4.0M | $349.7M |
总债务BRCCCHD
| Q4 25 | $34.7M | $2.2B | ||
| Q3 25 | $35.0M | $2.2B | ||
| Q2 25 | $72.7M | $2.2B | ||
| Q1 25 | $68.8M | $2.2B | ||
| Q4 24 | $65.1M | $2.2B | ||
| Q3 24 | $64.9M | $2.2B | ||
| Q2 24 | $66.5M | $2.2B | ||
| Q1 24 | $61.5M | $2.2B |
股东权益BRCCCHD
| Q4 25 | $45.7M | $4.0B | ||
| Q3 25 | $48.0M | $4.2B | ||
| Q2 25 | $10.1M | $4.4B | ||
| Q1 25 | $11.2M | $4.6B | ||
| Q4 24 | $13.2M | $4.4B | ||
| Q3 24 | $14.5M | $4.2B | ||
| Q2 24 | $14.9M | $4.3B | ||
| Q1 24 | $14.6M | $4.1B |
总资产BRCCCHD
| Q4 25 | $209.2M | $8.9B | ||
| Q3 25 | $222.4M | $9.1B | ||
| Q2 25 | $225.3M | $8.8B | ||
| Q1 25 | $222.9M | $9.0B | ||
| Q4 24 | $227.4M | $8.9B | ||
| Q3 24 | $233.7M | $8.7B | ||
| Q2 24 | $229.9M | $8.8B | ||
| Q1 24 | $227.2M | $8.6B |
负债/权益比BRCCCHD
| Q4 25 | 0.76× | 0.55× | ||
| Q3 25 | 0.73× | 0.52× | ||
| Q2 25 | 7.19× | 0.50× | ||
| Q1 25 | 6.15× | 0.48× | ||
| Q4 24 | 4.94× | 0.51× | ||
| Q3 24 | 4.47× | 0.53× | ||
| Q2 24 | 4.46× | 0.51× | ||
| Q1 24 | 4.21× | 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 | $-8.7M | — |
| 自由现金流经营现金流 - 资本支出 | $-9.4M | — |
| 自由现金流率自由现金流/营收 | -8.3% | — |
| 资本支出强度资本支出/营收 | 0.6% | 3.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-13.5M | — |
8季度趋势，按日历期对齐
经营现金流BRCCCHD
| Q4 25 | $-8.7M | — | ||
| Q3 25 | $6.4M | — | ||
| Q2 25 | $-3.3M | — | ||
| Q1 25 | $-4.1M | — | ||
| Q4 24 | $2.2M | $292.3M | ||
| Q3 24 | $1.9M | $364.0M | ||
| Q2 24 | $2.3M | $236.9M | ||
| Q1 24 | $4.9M | $263.0M |
自由现金流BRCCCHD
| Q4 25 | $-9.4M | — | ||
| Q3 25 | $5.6M | — | ||
| Q2 25 | $-4.3M | — | ||
| Q1 25 | $-5.3M | — | ||
| Q4 24 | $504.0K | $237.7M | ||
| Q3 24 | $-205.0K | $315.4M | ||
| Q2 24 | $147.0K | $206.6M | ||
| Q1 24 | $2.2M | $216.7M |
自由现金流率BRCCCHD
| Q4 25 | -8.3% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | -4.5% | — | ||
| Q1 25 | -5.9% | — | ||
| Q4 24 | 0.5% | 15.0% | ||
| Q3 24 | -0.2% | 20.9% | ||
| Q2 24 | 0.2% | 13.7% | ||
| Q1 24 | 2.2% | 14.4% |
资本支出强度BRCCCHD
| Q4 25 | 0.6% | 3.4% | ||
| Q3 25 | 0.8% | 1.8% | ||
| Q2 25 | 1.0% | 1.5% | ||
| Q1 25 | 1.3% | 1.1% | ||
| Q4 24 | 1.6% | 3.5% | ||
| Q3 24 | 2.2% | 3.2% | ||
| Q2 24 | 2.4% | 2.0% | ||
| Q1 24 | 2.8% | 3.1% |
现金转化率BRCCCHD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.54× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.97× | ||
| Q1 24 | 8.97× | 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
BRCC
| Sales Channel Through Intermediary | $72.9M | 65% |
| Sales Channel Directly To Consumer | $34.4M | 31% |
| Outpost | $5.4M | 5% |
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
