vs
别样肉客(BYND)与Moolec Science SA(MLEC)财务数据对比。点击上方公司名可切换其他公司
别样肉客的季度营收约是Moolec Science SA的23.3倍($61.6M vs $2.6M)
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。
Moolec Science SA是一家专注于分子农业的农业生物技术与食品科技企业,通过改造作物平台生产可持续、高性价比的动物源蛋白,可应用于人造肉、乳制品及食品配料领域,服务全球多地的食品生产商与消费品品牌。
BYND vs MLEC — 直观对比
营收规模更大
BYND
是对方的23.3倍
$2.6M
损益表 — Q4 2025 vs Q2 2025
| 指标 | ||
|---|---|---|
| 营收 | $61.6M | $2.6M |
| 净利润 | — | $-2.4M |
| 毛利率 | -11.5% | -25.5% |
| 营业利润率 | -211.4% | -77.9% |
| 净利率 | — | -91.8% |
| 营收同比 | -19.7% | — |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $0.68 | $-0.06 |
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
BYND
MLEC
| Q4 25 | $61.6M | — | ||
| Q3 25 | $70.2M | — | ||
| Q2 25 | $75.0M | — | ||
| Q1 25 | $68.7M | — | ||
| Q4 24 | $76.7M | $2.6M | ||
| Q3 24 | $81.0M | — | ||
| Q2 24 | $93.2M | — | ||
| Q1 24 | $75.6M | — |
净利润
BYND
MLEC
| Q4 25 | — | — | ||
| Q3 25 | $-110.7M | — | ||
| Q2 25 | $-29.2M | — | ||
| Q1 25 | $-52.9M | — | ||
| Q4 24 | — | $-2.4M | ||
| Q3 24 | $-26.6M | — | ||
| Q2 24 | $-34.5M | — | ||
| Q1 24 | $-54.4M | — |
毛利率
BYND
MLEC
| Q4 25 | -11.5% | — | ||
| Q3 25 | 10.3% | — | ||
| Q2 25 | 11.5% | — | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | 13.1% | -25.5% | ||
| Q3 24 | 17.7% | — | ||
| Q2 24 | 14.7% | — | ||
| Q1 24 | 4.9% | — |
营业利润率
BYND
MLEC
| Q4 25 | -211.4% | — | ||
| Q3 25 | -160.0% | — | ||
| Q2 25 | -46.6% | — | ||
| Q1 25 | -81.8% | — | ||
| Q4 24 | -49.3% | -77.9% | ||
| Q3 24 | -38.2% | — | ||
| Q2 24 | -36.4% | — | ||
| Q1 24 | -70.7% | — |
净利率
BYND
MLEC
| Q4 25 | — | — | ||
| Q3 25 | -157.6% | — | ||
| Q2 25 | -39.0% | — | ||
| Q1 25 | -77.0% | — | ||
| Q4 24 | — | -91.8% | ||
| Q3 24 | -32.8% | — | ||
| Q2 24 | -37.0% | — | ||
| Q1 24 | -71.9% | — |
每股收益(稀释后)
BYND
MLEC
| Q4 25 | $0.68 | — | ||
| Q3 25 | $-1.44 | — | ||
| Q2 25 | $-0.38 | — | ||
| Q1 25 | $-0.69 | — | ||
| Q4 24 | $-0.65 | $-0.06 | ||
| Q3 24 | $-0.41 | — | ||
| Q2 24 | $-0.53 | — | ||
| 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 | $1.9M |
| 总债务越低越好 | $415.7M | — |
| 股东权益账面价值 | $-997.0K | $2.8M |
| 总资产 | $614.7M | $31.4M |
| 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
BYND
MLEC
| Q4 25 | $203.9M | — | ||
| Q3 25 | $117.3M | — | ||
| Q2 25 | $103.5M | — | ||
| Q1 25 | $102.1M | — | ||
| Q4 24 | $131.9M | $1.9M | ||
| Q3 24 | $121.7M | — | ||
| Q2 24 | $144.9M | — | ||
| Q1 24 | $157.9M | — |
总债务
BYND
MLEC
| Q4 25 | $415.7M | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | — |
股东权益
BYND
MLEC
| Q4 25 | $-997.0K | — | ||
| Q3 25 | $-784.1M | — | ||
| Q2 25 | $-677.0M | — | ||
| Q1 25 | $-649.5M | — | ||
| Q4 24 | $-601.2M | $2.8M | ||
| Q3 24 | $-611.9M | — | ||
| Q2 24 | $-590.0M | — | ||
| Q1 24 | $-561.4M | — |
总资产
BYND
MLEC
| Q4 25 | $614.7M | — | ||
| Q3 25 | $599.7M | — | ||
| Q2 25 | $691.7M | — | ||
| Q1 25 | $643.8M | — | ||
| Q4 24 | $678.1M | $31.4M | ||
| Q3 24 | $692.9M | — | ||
| Q2 24 | $711.2M | — | ||
| Q1 24 | $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 | $-46.8M | — |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | — |
| 自由现金流率自由现金流/营收 | -80.8% | — |
| 资本支出强度资本支出/营收 | 4.8% | 4.4% |
| 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 | $-157.2M | — |
8季度趋势,按日历期对齐
经营现金流
BYND
MLEC
| Q4 25 | $-46.8M | — | ||
| Q3 25 | $-38.8M | — | ||
| Q2 25 | $-33.2M | — | ||
| Q1 25 | $-26.1M | — | ||
| Q4 24 | $-29.0M | — | ||
| Q3 24 | $-22.0M | — | ||
| Q2 24 | $-16.0M | — | ||
| Q1 24 | $-31.8M | — |
自由现金流
BYND
MLEC
| Q4 25 | $-49.8M | — | ||
| Q3 25 | $-41.7M | — | ||
| Q2 25 | $-35.1M | — | ||
| Q1 25 | $-30.6M | — | ||
| Q4 24 | $-35.4M | — | ||
| Q3 24 | $-24.1M | — | ||
| Q2 24 | $-17.3M | — | ||
| Q1 24 | $-33.0M | — |
自由现金流率
BYND
MLEC
| Q4 25 | -80.8% | — | ||
| Q3 25 | -59.4% | — | ||
| Q2 25 | -46.9% | — | ||
| Q1 25 | -44.6% | — | ||
| Q4 24 | -46.2% | — | ||
| Q3 24 | -29.7% | — | ||
| Q2 24 | -18.6% | — | ||
| Q1 24 | -43.7% | — |
资本支出强度
BYND
MLEC
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 8.4% | 4.4% | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 1.6% | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图