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Church & Dwight（CHD）与好时（HSY）财务数据对比。点击上方公司名可切换其他公司
好时的季度营收约是Church & Dwight的1.9倍（$3.1B vs $1.6B）。好时净利率更高（10.4% vs 8.7%，领先1.6%）。好时同比增速更快（7.0% vs 3.9%）。过去两年Church & Dwight的营收复合增速更高（4.6% vs -2.5%）
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。
好时公司是总部位于美国宾夕法尼亚州好时镇的跨国糖果企业，也是全球最大的巧克力生产商之一，由米尔顿·S·好时于1894年创立。公司除核心巧克力产品外，还生产饼干、蛋糕等烘焙食品，同时销售奶昔等多类饮品，产品覆盖多个食品品类。
CHD vs HSY — 直观对比
营收规模更大
HSY
是对方的1.9倍
$1.6B
营收增速更快
HSY
高出3.1%
3.9%
净利率更高
HSY
高出1.6%
8.7%
两年增速更快
CHD
近两年复合增速
-2.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $3.1B |
| 净利润 | $143.5M | $320.0M |
| 毛利率 | 45.8% | 37.0% |
| 营业利润率 | 16.2% | 14.4% |
| 净利率 | 8.7% | 10.4% |
| 营收同比 | 3.9% | 7.0% |
| 净利润同比 | -24.2% | -59.8% |
| 每股收益（稀释后） | $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CHDHSY
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.6B | $2.9B | ||
| Q3 24 | $1.5B | $3.0B | ||
| Q2 24 | $1.5B | $2.1B | ||
| Q1 24 | $1.5B | $3.3B |
净利润CHDHSY
| Q4 25 | $143.5M | $320.0M | ||
| Q3 25 | $182.2M | $276.3M | ||
| Q2 25 | $191.0M | $62.7M | ||
| Q1 25 | $220.1M | $224.2M | ||
| Q4 24 | $189.2M | $796.6M | ||
| Q3 24 | $-75.1M | $446.3M | ||
| Q2 24 | $243.5M | $180.9M | ||
| Q1 24 | $227.7M | $797.5M |
毛利率CHDHSY
| Q4 25 | 45.8% | 37.0% | ||
| Q3 25 | 45.1% | 32.6% | ||
| Q2 25 | 43.0% | 30.5% | ||
| Q1 25 | 45.0% | 33.7% | ||
| Q4 24 | 44.7% | 54.0% | ||
| Q3 24 | 45.2% | 41.3% | ||
| Q2 24 | 47.1% | 40.2% | ||
| Q1 24 | 45.7% | 51.5% |
营业利润率CHDHSY
| Q4 25 | 16.2% | 14.4% | ||
| Q3 25 | 16.1% | 13.7% | ||
| Q2 25 | 17.4% | 7.4% | ||
| Q1 25 | 20.1% | 13.2% | ||
| Q4 24 | 16.2% | 32.5% | ||
| Q3 24 | -6.1% | 20.5% | ||
| Q2 24 | 22.3% | 13.9% | ||
| Q1 24 | 20.3% | 32.5% |
净利率CHDHSY
| Q4 25 | 8.7% | 10.4% | ||
| Q3 25 | 11.5% | 8.7% | ||
| Q2 25 | 12.7% | 2.4% | ||
| Q1 25 | 15.0% | 8.0% | ||
| Q4 24 | 12.0% | 27.6% | ||
| Q3 24 | -5.0% | 14.9% | ||
| Q2 24 | 16.1% | 8.7% | ||
| Q1 24 | 15.1% | 24.5% |
每股收益（稀释后）CHDHSY
| Q4 25 | $0.60 | — | ||
| Q3 25 | $0.75 | — | ||
| Q2 25 | $0.78 | — | ||
| Q1 25 | $0.89 | — | ||
| Q4 24 | $0.76 | — | ||
| Q3 24 | $-0.31 | — | ||
| Q2 24 | $0.99 | — | ||
| Q1 24 | $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 | $409.0M | — |
| 总债务越低越好 | $2.2B | $4.7B |
| 股东权益账面价值 | $4.0B | $4.6B |
| 总资产 | $8.9B | $13.7B |
| 负债/权益比越低杠杆越低 | 0.55× | 1.01× |
8季度趋势，按日历期对齐
现金及短期投资CHDHSY
| Q4 25 | $409.0M | — | ||
| Q3 25 | $305.3M | — | ||
| Q2 25 | $923.2M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $964.1M | — | ||
| Q3 24 | $752.1M | — | ||
| Q2 24 | $491.7M | — | ||
| Q1 24 | $349.7M | — |
总债务CHDHSY
| Q4 25 | $2.2B | $4.7B | ||
| Q3 25 | $2.2B | $4.7B | ||
| Q2 25 | $2.2B | $5.2B | ||
| Q1 25 | $2.2B | $5.2B | ||
| Q4 24 | $2.2B | $3.2B | ||
| Q3 24 | $2.2B | $3.2B | ||
| Q2 24 | $2.2B | $3.5B | ||
| Q1 24 | $2.2B | $3.8B |
股东权益CHDHSY
| Q4 25 | $4.0B | $4.6B | ||
| Q3 25 | $4.2B | $4.6B | ||
| Q2 25 | $4.4B | $4.5B | ||
| Q1 25 | $4.6B | $4.7B | ||
| Q4 24 | $4.4B | $4.7B | ||
| Q3 24 | $4.2B | $4.2B | ||
| Q2 24 | $4.3B | $4.0B | ||
| Q1 24 | $4.1B | $4.1B |
总资产CHDHSY
| Q4 25 | $8.9B | $13.7B | ||
| Q3 25 | $9.1B | $13.6B | ||
| Q2 25 | $8.8B | $13.6B | ||
| Q1 25 | $9.0B | $14.0B | ||
| Q4 24 | $8.9B | $12.9B | ||
| Q3 24 | $8.7B | $12.6B | ||
| Q2 24 | $8.8B | $12.4B | ||
| Q1 24 | $8.6B | $12.4B |
负债/权益比CHDHSY
| Q4 25 | 0.55× | 1.01× | ||
| Q3 25 | 0.52× | 1.02× | ||
| Q2 25 | 0.50× | 1.15× | ||
| Q1 25 | 0.48× | 1.11× | ||
| Q4 24 | 0.51× | 0.68× | ||
| Q3 24 | 0.53× | 0.76× | ||
| Q2 24 | 0.51× | 0.87× | ||
| Q1 24 | 0.54× | 0.92× |
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 | — | $926.6M |
| 自由现金流经营现金流 - 资本支出 | — | $788.5M |
| 自由现金流率自由现金流/营收 | — | 25.5% |
| 资本支出强度资本支出/营收 | 3.4% | 4.5% |
| 现金转化率经营现金流/净利润 | — | 2.90× |
| 过去12个月自由现金流最近4个季度 | — | $1.8B |
8季度趋势，按日历期对齐
经营现金流CHDHSY
| Q4 25 | — | $926.6M | ||
| Q3 25 | — | $841.9M | ||
| Q2 25 | — | $112.2M | ||
| Q1 25 | — | $396.7M | ||
| Q4 24 | $292.3M | $941.6M | ||
| Q3 24 | $364.0M | $695.3M | ||
| Q2 24 | $236.9M | $325.6M | ||
| Q1 24 | $263.0M | $569.1M |
自由现金流CHDHSY
| Q4 25 | — | $788.5M | ||
| Q3 25 | — | $756.0M | ||
| Q2 25 | — | $27.1M | ||
| Q1 25 | — | $251.2M | ||
| Q4 24 | $237.7M | $807.1M | ||
| Q3 24 | $315.4M | $567.3M | ||
| Q2 24 | $206.6M | $195.5M | ||
| Q1 24 | $216.7M | $355.8M |
自由现金流率CHDHSY
| Q4 25 | — | 25.5% | ||
| Q3 25 | — | 23.8% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | 15.0% | 28.0% | ||
| Q3 24 | 20.9% | 19.0% | ||
| Q2 24 | 13.7% | 9.4% | ||
| Q1 24 | 14.4% | 10.9% |
资本支出强度CHDHSY
| Q4 25 | 3.4% | 4.5% | ||
| Q3 25 | 1.8% | 2.7% | ||
| Q2 25 | 1.5% | 3.3% | ||
| Q1 25 | 1.1% | 5.2% | ||
| Q4 24 | 3.5% | 4.7% | ||
| Q3 24 | 3.2% | 4.3% | ||
| Q2 24 | 2.0% | 6.3% | ||
| Q1 24 | 3.1% | 6.6% |
现金转化率CHDHSY
| Q4 25 | — | 2.90× | ||
| Q3 25 | — | 3.05× | ||
| Q2 25 | — | 1.79× | ||
| Q1 25 | — | 1.77× | ||
| Q4 24 | 1.54× | 1.18× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | 0.97× | 1.80× | ||
| Q1 24 | 1.16× | 0.71× |
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% |
HSY
暂无分部数据
