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别样肉客（BYND）与FLOWERS FOODS INC（FLO）财务数据对比。点击上方公司名可切换其他公司
FLOWERS FOODS INC的季度营收约是别样肉客的19.9倍（$1.2B vs $61.6M）。FLOWERS FOODS INC同比增速更快（3.0% vs -19.7%）。FLOWERS FOODS INC自由现金流更多（$30.4M vs $-49.8M）。过去两年FLOWERS FOODS INC的营收复合增速更高（4.2% vs -9.7%）
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。
花氏食品总部位于美国佐治亚州托马斯维尔，是美国知名的包装烘焙食品生产商与销售商。公司在全美19个州运营44家面包工厂，生产面包、餐包、小食蛋糕、点心、玉米饼等多元化产品，截至2013年2月已成长为美国第二大烘焙企业。
BYND vs FLO — 直观对比
营收规模更大
FLO
是对方的19.9倍
$61.6M
营收增速更快
FLO
高出22.7%
-19.7%
自由现金流更多
FLO
多$80.2M
$-49.8M
两年增速更快
FLO
近两年复合增速
-9.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $61.6M | $1.2B |
| 净利润 | — | $39.5M |
| 毛利率 | -11.5% | — |
| 营业利润率 | -211.4% | 5.4% |
| 净利率 | — | 3.2% |
| 营收同比 | -19.7% | 3.0% |
| 净利润同比 | — | -39.2% |
| 每股收益（稀释后） | $0.68 | $0.19 |
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BYNDFLO
| Q4 25 | $61.6M | $1.2B | ||
| Q3 25 | $70.2M | $1.2B | ||
| Q2 25 | $75.0M | $1.6B | ||
| Q1 25 | $68.7M | — | ||
| Q4 24 | $76.7M | $1.2B | ||
| Q3 24 | $81.0M | $1.2B | ||
| Q2 24 | $93.2M | $1.6B | ||
| Q1 24 | $75.6M | — |
净利润BYNDFLO
| Q4 25 | — | $39.5M | ||
| Q3 25 | $-110.7M | $58.4M | ||
| Q2 25 | $-29.2M | $53.0M | ||
| Q1 25 | $-52.9M | — | ||
| Q4 24 | — | $65.0M | ||
| Q3 24 | $-26.6M | $67.0M | ||
| Q2 24 | $-34.5M | $73.0M | ||
| Q1 24 | $-54.4M | — |
毛利率BYNDFLO
| Q4 25 | -11.5% | — | ||
| Q3 25 | 10.3% | — | ||
| Q2 25 | 11.5% | — | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 14.7% | — | ||
| Q1 24 | 4.9% | — |
营业利润率BYNDFLO
| Q4 25 | -211.4% | 5.4% | ||
| Q3 25 | -160.0% | 7.5% | ||
| Q2 25 | -46.6% | 5.5% | ||
| Q1 25 | -81.8% | — | ||
| Q4 24 | -49.3% | 7.6% | ||
| Q3 24 | -38.2% | 7.8% | ||
| Q2 24 | -36.4% | 6.4% | ||
| Q1 24 | -70.7% | — |
净利率BYNDFLO
| Q4 25 | — | 3.2% | ||
| Q3 25 | -157.6% | 4.7% | ||
| Q2 25 | -39.0% | 3.4% | ||
| Q1 25 | -77.0% | — | ||
| Q4 24 | — | 5.5% | ||
| Q3 24 | -32.8% | 5.5% | ||
| Q2 24 | -37.0% | 4.6% | ||
| Q1 24 | -71.9% | — |
每股收益（稀释后）BYNDFLO
| Q4 25 | $0.68 | $0.19 | ||
| Q3 25 | $-1.44 | $0.28 | ||
| Q2 25 | $-0.38 | $0.25 | ||
| Q1 25 | $-0.69 | — | ||
| Q4 24 | $-0.65 | $0.31 | ||
| Q3 24 | $-0.41 | $0.32 | ||
| Q2 24 | $-0.53 | $0.34 | ||
| Q1 24 | $-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 | $203.9M | $16.7M |
| 总债务越低越好 | $415.7M | $1.8B |
| 股东权益账面价值 | $-997.0K | $1.4B |
| 总资产 | $614.7M | $4.3B |
| 负债/权益比越低杠杆越低 | — | 1.25× |
8季度趋势，按日历期对齐
现金及短期投资BYNDFLO
| Q4 25 | $203.9M | $16.7M | ||
| Q3 25 | $117.3M | $11.0M | ||
| Q2 25 | $103.5M | $7.3M | ||
| Q1 25 | $102.1M | — | ||
| Q4 24 | $131.9M | $15.0M | ||
| Q3 24 | $121.7M | $6.9M | ||
| Q2 24 | $144.9M | $15.8M | ||
| Q1 24 | $157.9M | — |
总债务BYNDFLO
| Q4 25 | $415.7M | $1.8B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | $1.1B | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.0B | ||
| Q1 24 | $1.1B | — |
股东权益BYNDFLO
| Q4 25 | $-997.0K | $1.4B | ||
| Q3 25 | $-784.1M | $1.4B | ||
| Q2 25 | $-677.0M | $1.4B | ||
| Q1 25 | $-649.5M | — | ||
| Q4 24 | $-601.2M | $1.4B | ||
| Q3 24 | $-611.9M | $1.4B | ||
| Q2 24 | $-590.0M | $1.4B | ||
| Q1 24 | $-561.4M | — |
总资产BYNDFLO
| Q4 25 | $614.7M | $4.3B | ||
| Q3 25 | $599.7M | $4.3B | ||
| Q2 25 | $691.7M | $4.3B | ||
| Q1 25 | $643.8M | — | ||
| Q4 24 | $678.1M | $3.4B | ||
| Q3 24 | $692.9M | $3.4B | ||
| Q2 24 | $711.2M | $3.4B | ||
| Q1 24 | $735.0M | — |
负债/权益比BYNDFLO
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.23× | ||
| Q2 25 | — | 1.26× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.76× | ||
| Q1 24 | — | — |
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 | $-46.8M | $54.4M |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | $30.4M |
| 自由现金流率自由现金流/营收 | -80.8% | 2.5% |
| 资本支出强度资本支出/营收 | 4.8% | 2.0% |
| 现金转化率经营现金流/净利润 | — | 1.38× |
| 过去12个月自由现金流最近4个季度 | $-157.2M | $325.3M |
8季度趋势，按日历期对齐
经营现金流BYNDFLO
| Q4 25 | $-46.8M | $54.4M | ||
| Q3 25 | $-38.8M | $130.8M | ||
| Q2 25 | $-33.2M | $135.6M | ||
| Q1 25 | $-26.1M | — | ||
| Q4 24 | $-29.0M | $113.9M | ||
| Q3 24 | $-22.0M | $63.3M | ||
| Q2 24 | $-16.0M | $105.1M | ||
| Q1 24 | $-31.8M | — |
自由现金流BYNDFLO
| Q4 25 | $-49.8M | $30.4M | ||
| Q3 25 | $-41.7M | $100.0M | ||
| Q2 25 | $-35.1M | $110.1M | ||
| Q1 25 | $-30.6M | — | ||
| Q4 24 | $-35.4M | $88.6M | ||
| Q3 24 | $-24.1M | $35.4M | ||
| Q2 24 | $-17.3M | $71.8M | ||
| Q1 24 | $-33.0M | — |
自由现金流率BYNDFLO
| Q4 25 | -80.8% | 2.5% | ||
| Q3 25 | -59.4% | 8.0% | ||
| Q2 25 | -46.9% | 7.1% | ||
| Q1 25 | -44.6% | — | ||
| Q4 24 | -46.2% | 7.4% | ||
| Q3 24 | -29.7% | 2.9% | ||
| Q2 24 | -18.6% | 4.6% | ||
| Q1 24 | -43.7% | — |
资本支出强度BYNDFLO
| Q4 25 | 4.8% | 2.0% | ||
| Q3 25 | 4.1% | 2.5% | ||
| Q2 25 | 2.6% | 1.6% | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 8.4% | 2.1% | ||
| Q3 24 | 2.5% | 2.3% | ||
| Q2 24 | 1.4% | 2.1% | ||
| Q1 24 | 1.6% | — |
现金转化率BYNDFLO
| Q4 25 | — | 1.38× | ||
| Q3 25 | — | 2.24× | ||
| Q2 25 | — | 2.56× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | — | 0.94× | ||
| Q2 24 | — | 1.44× | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
