vs
别样肉客（BYND）与REPUBLIC BANCORP INC（RBCAA）财务数据对比。点击上方公司名可切换其他公司
REPUBLIC BANCORP INC的季度营收约是别样肉客的1.5倍（$94.3M vs $61.6M），REPUBLIC BANCORP INC同比增速更快（5.3% vs -19.7%），REPUBLIC BANCORP INC自由现金流更多（$161.1M vs $-49.8M），过去两年别样肉客的营收复合增速更高（-9.7% vs -11.5%）
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。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
BYND vs RBCAA — 直观对比
营收规模更大
RBCAA
是对方的1.5倍
$61.6M
营收增速更快
RBCAA
高出25.0%
-19.7%
自由现金流更多
RBCAA
多$210.9M
$-49.8M
两年增速更快
BYND
近两年复合增速
-11.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $61.6M | $94.3M |
| 净利润 | — | $22.8M |
| 毛利率 | -11.5% | — |
| 营业利润率 | -211.4% | 29.3% |
| 净利率 | — | 24.2% |
| 营收同比 | -19.7% | 5.3% |
| 净利润同比 | — | 20.0% |
| 每股收益（稀释后） | $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BYNDRBCAA
| Q4 25 | $61.6M | $94.3M | ||
| Q3 25 | $70.2M | $93.5M | ||
| Q2 25 | $75.0M | $93.8M | ||
| Q1 25 | $68.7M | $135.8M | ||
| Q4 24 | $76.7M | $89.5M | ||
| Q3 24 | $81.0M | $88.1M | ||
| Q2 24 | $93.2M | $86.9M | ||
| Q1 24 | $75.6M | $120.3M |
净利润BYNDRBCAA
| Q4 25 | — | $22.8M | ||
| Q3 25 | $-110.7M | $29.7M | ||
| Q2 25 | $-29.2M | $31.5M | ||
| Q1 25 | $-52.9M | $47.3M | ||
| Q4 24 | — | $19.0M | ||
| Q3 24 | $-26.6M | $26.5M | ||
| Q2 24 | $-34.5M | $25.2M | ||
| Q1 24 | $-54.4M | $30.6M |
毛利率BYNDRBCAA
| 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BYNDRBCAA
| Q4 25 | -211.4% | 29.3% | ||
| Q3 25 | -160.0% | 40.4% | ||
| Q2 25 | -46.6% | 43.0% | ||
| Q1 25 | -81.8% | 44.1% | ||
| Q4 24 | -49.3% | 25.8% | ||
| Q3 24 | -38.2% | 38.4% | ||
| Q2 24 | -36.4% | 37.0% | ||
| Q1 24 | -70.7% | 32.2% |
净利率BYNDRBCAA
| Q4 25 | — | 24.2% | ||
| Q3 25 | -157.6% | 31.8% | ||
| Q2 25 | -39.0% | 33.5% | ||
| Q1 25 | -77.0% | 34.8% | ||
| Q4 24 | — | 21.2% | ||
| Q3 24 | -32.8% | 30.1% | ||
| Q2 24 | -37.0% | 29.0% | ||
| Q1 24 | -71.9% | 25.4% |
每股收益（稀释后）BYNDRBCAA
| Q4 25 | $0.68 | — | ||
| Q3 25 | $-1.44 | — | ||
| Q2 25 | $-0.38 | — | ||
| Q1 25 | $-0.69 | — | ||
| Q4 24 | $-0.65 | — | ||
| 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 | $220.0M |
| 总债务越低越好 | $415.7M | — |
| 股东权益账面价值 | $-997.0K | $1.1B |
| 总资产 | $614.7M | $7.0B |
| 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BYNDRBCAA
| Q4 25 | $203.9M | $220.0M | ||
| Q3 25 | $117.3M | $484.2M | ||
| Q2 25 | $103.5M | $484.8M | ||
| Q1 25 | $102.1M | $793.0M | ||
| Q4 24 | $131.9M | $432.2M | ||
| Q3 24 | $121.7M | $530.9M | ||
| Q2 24 | $144.9M | $400.1M | ||
| Q1 24 | $157.9M | $546.4M |
总债务BYNDRBCAA
| 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BYNDRBCAA
| Q4 25 | $-997.0K | $1.1B | ||
| Q3 25 | $-784.1M | $1.1B | ||
| Q2 25 | $-677.0M | $1.1B | ||
| Q1 25 | $-649.5M | $1.0B | ||
| Q4 24 | $-601.2M | $992.0M | ||
| Q3 24 | $-611.9M | $979.7M | ||
| Q2 24 | $-590.0M | $955.4M | ||
| Q1 24 | $-561.4M | $935.6M |
总资产BYNDRBCAA
| Q4 25 | $614.7M | $7.0B | ||
| Q3 25 | $599.7M | $7.0B | ||
| Q2 25 | $691.7M | $7.0B | ||
| Q1 25 | $643.8M | $7.1B | ||
| Q4 24 | $678.1M | $6.8B | ||
| Q3 24 | $692.9M | $6.7B | ||
| Q2 24 | $711.2M | $6.6B | ||
| Q1 24 | $735.0M | $6.9B |
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 | $168.2M |
| 自由现金流经营现金流 - 资本支出 | $-49.8M | $161.1M |
| 自由现金流率自由现金流/营收 | -80.8% | 170.9% |
| 资本支出强度资本支出/营收 | 4.8% | 7.5% |
| 现金转化率经营现金流/净利润 | — | 7.37× |
| 过去12个月自由现金流最近4个季度 | $-157.2M | $288.6M |
8季度趋势，按日历期对齐
经营现金流BYNDRBCAA
| Q4 25 | $-46.8M | $168.2M | ||
| Q3 25 | $-38.8M | $33.3M | ||
| Q2 25 | $-33.2M | $8.4M | ||
| Q1 25 | $-26.1M | $93.2M | ||
| Q4 24 | $-29.0M | $149.0M | ||
| Q3 24 | $-22.0M | $51.3M | ||
| Q2 24 | $-16.0M | $4.0M | ||
| Q1 24 | $-31.8M | $71.2M |
自由现金流BYNDRBCAA
| Q4 25 | $-49.8M | $161.1M | ||
| Q3 25 | $-41.7M | $30.8M | ||
| Q2 25 | $-35.1M | $5.2M | ||
| Q1 25 | $-30.6M | $91.6M | ||
| Q4 24 | $-35.4M | $143.2M | ||
| Q3 24 | $-24.1M | $49.8M | ||
| Q2 24 | $-17.3M | $2.7M | ||
| Q1 24 | $-33.0M | $69.1M |
自由现金流率BYNDRBCAA
| Q4 25 | -80.8% | 170.9% | ||
| Q3 25 | -59.4% | 32.9% | ||
| Q2 25 | -46.9% | 5.5% | ||
| Q1 25 | -44.6% | 67.4% | ||
| Q4 24 | -46.2% | 160.0% | ||
| Q3 24 | -29.7% | 56.5% | ||
| Q2 24 | -18.6% | 3.1% | ||
| Q1 24 | -43.7% | 57.5% |
资本支出强度BYNDRBCAA
| Q4 25 | 4.8% | 7.5% | ||
| Q3 25 | 4.1% | 2.6% | ||
| Q2 25 | 2.6% | 3.5% | ||
| Q1 25 | 6.5% | 1.2% | ||
| Q4 24 | 8.4% | 6.5% | ||
| Q3 24 | 2.5% | 1.7% | ||
| Q2 24 | 1.4% | 1.5% | ||
| Q1 24 | 1.6% | 1.7% |
现金转化率BYNDRBCAA
| Q4 25 | — | 7.37× | ||
| Q3 25 | — | 1.12× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 1.93× | ||
| Q2 24 | — | 0.16× | ||
| Q1 24 | — | 2.33× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
