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Church & Dwight(CHD)与Freshpet, Inc.(FRPT)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Freshpet, Inc.的5.8倍($1.6B vs $285.2M)。Freshpet, Inc.净利率更高(11.9% vs 8.7%,领先3.1%)。Freshpet, Inc.同比增速更快(8.6% vs 3.9%)。过去两年Freshpet, Inc.的营收复合增速更高(12.9% vs 4.6%)
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。
Freshpet, Inc.是一家美国宠物食品企业,主打鲜制猫粮、狗粮产品,相关产品需冷藏保存,目前在纳斯达克上市,股票代码为FRPT。
CHD vs FRPT — 直观对比
营收规模更大
CHD
是对方的5.8倍
$285.2M
营收增速更快
FRPT
高出4.6%
3.9%
净利率更高
FRPT
高出3.1%
8.7%
两年增速更快
FRPT
近两年复合增速
4.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $285.2M |
| 净利润 | $143.5M | $33.8M |
| 毛利率 | 45.8% | 43.3% |
| 营业利润率 | 16.2% | 15.6% |
| 净利率 | 8.7% | 11.9% |
| 营收同比 | 3.9% | 8.6% |
| 净利润同比 | -24.2% | 86.6% |
| 每股收益(稀释后) | $0.60 | $0.71 |
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
CHD
FRPT
| Q4 25 | $1.6B | $285.2M | ||
| Q3 25 | $1.6B | $288.8M | ||
| Q2 25 | $1.5B | $264.7M | ||
| Q1 25 | $1.5B | $263.2M | ||
| Q4 24 | $1.6B | $262.7M | ||
| Q3 24 | $1.5B | $253.4M | ||
| Q2 24 | $1.5B | $235.3M | ||
| Q1 24 | $1.5B | $223.8M |
净利润
CHD
FRPT
| Q4 25 | $143.5M | $33.8M | ||
| Q3 25 | $182.2M | $101.7M | ||
| Q2 25 | $191.0M | $16.4M | ||
| Q1 25 | $220.1M | $-12.7M | ||
| Q4 24 | $189.2M | $18.1M | ||
| Q3 24 | $-75.1M | $11.9M | ||
| Q2 24 | $243.5M | $-1.7M | ||
| Q1 24 | $227.7M | $18.6M |
毛利率
CHD
FRPT
| Q4 25 | 45.8% | 43.3% | ||
| Q3 25 | 45.1% | 39.5% | ||
| Q2 25 | 43.0% | 40.9% | ||
| Q1 25 | 45.0% | 39.4% | ||
| Q4 24 | 44.7% | 42.5% | ||
| Q3 24 | 45.2% | 40.4% | ||
| Q2 24 | 47.1% | 39.9% | ||
| Q1 24 | 45.7% | 39.4% |
营业利润率
CHD
FRPT
| Q4 25 | 16.2% | 15.6% | ||
| Q3 25 | 16.1% | 8.6% | ||
| Q2 25 | 17.4% | 6.7% | ||
| Q1 25 | 20.1% | -4.4% | ||
| Q4 24 | 16.2% | 7.4% | ||
| Q3 24 | -6.1% | 4.7% | ||
| Q2 24 | 22.3% | -0.7% | ||
| Q1 24 | 20.3% | 3.8% |
净利率
CHD
FRPT
| Q4 25 | 8.7% | 11.9% | ||
| Q3 25 | 11.5% | 35.2% | ||
| Q2 25 | 12.7% | 6.2% | ||
| Q1 25 | 15.0% | -4.8% | ||
| Q4 24 | 12.0% | 6.9% | ||
| Q3 24 | -5.0% | 4.7% | ||
| Q2 24 | 16.1% | -0.7% | ||
| Q1 24 | 15.1% | 8.3% |
每股收益(稀释后)
CHD
FRPT
| Q4 25 | $0.60 | $0.71 | ||
| Q3 25 | $0.75 | $1.86 | ||
| Q2 25 | $0.78 | $0.33 | ||
| Q1 25 | $0.89 | $-0.26 | ||
| Q4 24 | $0.76 | $0.35 | ||
| Q3 24 | $-0.31 | $0.24 | ||
| Q2 24 | $0.99 | $-0.03 | ||
| Q1 24 | $0.93 | $0.37 |
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 | $409.0M | $278.0M |
| 总债务越低越好 | $2.2B | — |
| 股东权益账面价值 | $4.0B | $1.2B |
| 总资产 | $8.9B | $1.8B |
| 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
CHD
FRPT
| Q4 25 | $409.0M | $278.0M | ||
| Q3 25 | $305.3M | $274.6M | ||
| Q2 25 | $923.2M | $243.7M | ||
| Q1 25 | $1.1B | $243.7M | ||
| Q4 24 | $964.1M | $268.6M | ||
| Q3 24 | $752.1M | $274.6M | ||
| Q2 24 | $491.7M | $251.7M | ||
| Q1 24 | $349.7M | $257.9M |
总债务
CHD
FRPT
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — | ||
| Q1 24 | $2.2B | — |
股东权益
CHD
FRPT
| Q4 25 | $4.0B | $1.2B | ||
| Q3 25 | $4.2B | $1.2B | ||
| Q2 25 | $4.4B | $1.1B | ||
| Q1 25 | $4.6B | $1.0B | ||
| Q4 24 | $4.4B | $1.1B | ||
| Q3 24 | $4.2B | $1.0B | ||
| Q2 24 | $4.3B | $995.8M | ||
| Q1 24 | $4.1B | $977.8M |
总资产
CHD
FRPT
| Q4 25 | $8.9B | $1.8B | ||
| Q3 25 | $9.1B | $1.7B | ||
| Q2 25 | $8.8B | $1.6B | ||
| Q1 25 | $9.0B | $1.6B | ||
| Q4 24 | $8.9B | $1.6B | ||
| Q3 24 | $8.7B | $1.5B | ||
| Q2 24 | $8.8B | $1.5B | ||
| Q1 24 | $8.6B | $1.5B |
负债/权益比
CHD
FRPT
| 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 | — | $55.1M |
| 自由现金流经营现金流 - 资本支出 | — | $2.1M |
| 自由现金流率自由现金流/营收 | — | 0.7% |
| 资本支出强度资本支出/营收 | 3.4% | 18.6% |
| 现金转化率经营现金流/净利润 | — | 1.63× |
| 过去12个月自由现金流最近4个季度 | — | $12.4M |
8季度趋势,按日历期对齐
经营现金流
CHD
FRPT
| Q4 25 | — | $55.1M | ||
| Q3 25 | — | $66.8M | ||
| Q2 25 | — | $33.9M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | $292.3M | $50.4M | ||
| Q3 24 | $364.0M | $56.1M | ||
| Q2 24 | $236.9M | $42.4M | ||
| Q1 24 | $263.0M | $5.4M |
自由现金流
CHD
FRPT
| Q4 25 | — | $2.1M | ||
| Q3 25 | — | $31.6M | ||
| Q2 25 | — | $445.0K | ||
| Q1 25 | — | $-21.7M | ||
| Q4 24 | $237.7M | $-7.9M | ||
| Q3 24 | $315.4M | $22.1M | ||
| Q2 24 | $206.6M | $-5.9M | ||
| Q1 24 | $216.7M | $-41.1M |
自由现金流率
CHD
FRPT
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | -8.2% | ||
| Q4 24 | 15.0% | -3.0% | ||
| Q3 24 | 20.9% | 8.7% | ||
| Q2 24 | 13.7% | -2.5% | ||
| Q1 24 | 14.4% | -18.3% |
资本支出强度
CHD
FRPT
| Q4 25 | 3.4% | 18.6% | ||
| Q3 25 | 1.8% | 12.2% | ||
| Q2 25 | 1.5% | 12.6% | ||
| Q1 25 | 1.1% | 10.1% | ||
| Q4 24 | 3.5% | 22.2% | ||
| Q3 24 | 3.2% | 13.4% | ||
| Q2 24 | 2.0% | 20.5% | ||
| Q1 24 | 3.1% | 20.8% |
现金转化率
CHD
FRPT
| Q4 25 | — | 1.63× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 2.07× | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.54× | 2.78× | ||
| Q3 24 | — | 4.72× | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | 1.16× | 0.29× |
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
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
FRPT
| Sales Channel Grocery Mass International And Digital | $228.4M | 80% |
| Sales Channel Pet Specialty And Club | $56.8M | 20% |