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Church & Dwight（CHD）与SANFILIPPO JOHN B & SON INC（JBSS）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SANFILIPPO JOHN B & SON INC的5.2倍（$1.6B vs $314.8M）。Church & Dwight净利率更高（8.7% vs 5.7%，领先3.0%）。SANFILIPPO JOHN B & SON INC同比增速更快（4.6% vs 3.9%）。过去两年SANFILIPPO JOHN B & SON INC的营收复合增速更高（7.6% 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。
John B. Sanfilippo & Son Inc.（股票代码JBSS）是美国领先的坚果零食加工分销商，主营树坚果、花生、果干及增值零食产品，为北美零售、餐饮及工业原料客户提供自有品牌和贴牌产品。
CHD vs JBSS — 直观对比
营收规模更大
CHD
是对方的5.2倍
$314.8M
营收增速更快
JBSS
高出0.6%
3.9%
净利率更高
CHD
高出3.0%
5.7%
两年增速更快
JBSS
近两年复合增速
4.6%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $314.8M |
| 净利润 | $143.5M | $18.0M |
| 毛利率 | 45.8% | 18.8% |
| 营业利润率 | 16.2% | 8.3% |
| 净利率 | 8.7% | 5.7% |
| 营收同比 | 3.9% | 4.6% |
| 净利润同比 | -24.2% | 32.1% |
| 每股收益（稀释后） | $0.60 | $1.53 |
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CHDJBSS
| Q4 25 | $1.6B | $314.8M | ||
| Q3 25 | $1.6B | $298.7M | ||
| Q2 25 | $1.5B | $269.1M | ||
| Q1 25 | $1.5B | $260.9M | ||
| Q4 24 | $1.6B | $301.1M | ||
| Q3 24 | $1.5B | $276.2M | ||
| Q2 24 | $1.5B | $269.6M | ||
| Q1 24 | $1.5B | $271.9M |
净利润CHDJBSS
| Q4 25 | $143.5M | $18.0M | ||
| Q3 25 | $182.2M | $18.7M | ||
| Q2 25 | $191.0M | $13.5M | ||
| Q1 25 | $220.1M | $20.2M | ||
| Q4 24 | $189.2M | $13.6M | ||
| Q3 24 | $-75.1M | $11.7M | ||
| Q2 24 | $243.5M | $10.0M | ||
| Q1 24 | $227.7M | $13.5M |
毛利率CHDJBSS
| Q4 25 | 45.8% | 18.8% | ||
| Q3 25 | 45.1% | 18.1% | ||
| Q2 25 | 43.0% | 18.1% | ||
| Q1 25 | 45.0% | 21.4% | ||
| Q4 24 | 44.7% | 17.4% | ||
| Q3 24 | 45.2% | 16.9% | ||
| Q2 24 | 47.1% | 18.5% | ||
| Q1 24 | 45.7% | 18.1% |
营业利润率CHDJBSS
| Q4 25 | 16.2% | 8.3% | ||
| Q3 25 | 16.1% | 9.0% | ||
| Q2 25 | 17.4% | 7.5% | ||
| Q1 25 | 20.1% | 10.8% | ||
| Q4 24 | 16.2% | 6.4% | ||
| Q3 24 | -6.1% | 6.2% | ||
| Q2 24 | 22.3% | 5.4% | ||
| Q1 24 | 20.3% | 6.7% |
净利率CHDJBSS
| Q4 25 | 8.7% | 5.7% | ||
| Q3 25 | 11.5% | 6.3% | ||
| Q2 25 | 12.7% | 5.0% | ||
| Q1 25 | 15.0% | 7.7% | ||
| Q4 24 | 12.0% | 4.5% | ||
| Q3 24 | -5.0% | 4.2% | ||
| Q2 24 | 16.1% | 3.7% | ||
| Q1 24 | 15.1% | 5.0% |
每股收益（稀释后）CHDJBSS
| Q4 25 | $0.60 | $1.53 | ||
| Q3 25 | $0.75 | $1.59 | ||
| Q2 25 | $0.78 | $1.15 | ||
| Q1 25 | $0.89 | $1.72 | ||
| Q4 24 | $0.76 | $1.16 | ||
| Q3 24 | $-0.31 | $1.00 | ||
| Q2 24 | $0.99 | $0.85 | ||
| Q1 24 | $0.93 | $1.15 |
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 | $2.4M |
| 总债务越低越好 | $2.2B | $28.8M |
| 股东权益账面价值 | $4.0B | $370.1M |
| 总资产 | $8.9B | $617.7M |
| 负债/权益比越低杠杆越低 | 0.55× | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资CHDJBSS
| Q4 25 | $409.0M | $2.4M | ||
| Q3 25 | $305.3M | $714.0K | ||
| Q2 25 | $923.2M | $585.0K | ||
| Q1 25 | $1.1B | $1.3M | ||
| Q4 24 | $964.1M | $336.0K | ||
| Q3 24 | $752.1M | $442.0K | ||
| Q2 24 | $491.7M | $484.0K | ||
| Q1 24 | $349.7M | $377.0K |
总债务CHDJBSS
| Q4 25 | $2.2B | $28.8M | ||
| Q3 25 | $2.2B | $29.8M | ||
| Q2 25 | $2.2B | $14.6M | ||
| Q1 25 | $2.2B | $5.8M | ||
| Q4 24 | $2.2B | $6.0M | ||
| Q3 24 | $2.2B | $6.2M | ||
| Q2 24 | $2.2B | $6.4M | ||
| Q1 24 | $2.2B | $6.6M |
股东权益CHDJBSS
| Q4 25 | $4.0B | $370.1M | ||
| Q3 25 | $4.2B | $362.8M | ||
| Q2 25 | $4.4B | $360.7M | ||
| Q1 25 | $4.6B | $346.6M | ||
| Q4 24 | $4.4B | $325.6M | ||
| Q3 24 | $4.2B | $310.8M | ||
| Q2 24 | $4.3B | $322.6M | ||
| Q1 24 | $4.1B | $321.8M |
总资产CHDJBSS
| Q4 25 | $8.9B | $617.7M | ||
| Q3 25 | $9.1B | $598.7M | ||
| Q2 25 | $8.8B | $597.6M | ||
| Q1 25 | $9.0B | $590.0M | ||
| Q4 24 | $8.9B | $545.3M | ||
| Q3 24 | $8.7B | $519.4M | ||
| Q2 24 | $8.8B | $515.6M | ||
| Q1 24 | $8.6B | $491.9M |
负债/权益比CHDJBSS
| Q4 25 | 0.55× | 0.08× | ||
| Q3 25 | 0.52× | 0.08× | ||
| Q2 25 | 0.50× | 0.04× | ||
| Q1 25 | 0.48× | 0.02× | ||
| Q4 24 | 0.51× | 0.02× | ||
| Q3 24 | 0.53× | 0.02× | ||
| Q2 24 | 0.51× | 0.02× | ||
| Q1 24 | 0.54× | 0.02× |
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 | — | $62.5M |
| 自由现金流经营现金流 - 资本支出 | — | $40.0M |
| 自由现金流率自由现金流/营收 | — | 12.7% |
| 资本支出强度资本支出/营收 | 3.4% | 7.1% |
| 现金转化率经营现金流/净利润 | — | 3.48× |
| 过去12个月自由现金流最近4个季度 | — | $32.8M |
8季度趋势，按日历期对齐
经营现金流CHDJBSS
| Q4 25 | — | $62.5M | ||
| Q3 25 | — | $32.1M | ||
| Q2 25 | — | $36.5M | ||
| Q1 25 | — | $-25.9M | ||
| Q4 24 | $292.3M | $11.0M | ||
| Q3 24 | $364.0M | $8.9M | ||
| Q2 24 | $236.9M | $35.2M | ||
| Q1 24 | $263.0M | $5.3M |
自由现金流CHDJBSS
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | $7.3M | ||
| Q2 25 | — | $23.0M | ||
| Q1 25 | — | $-37.6M | ||
| Q4 24 | $237.7M | $-2.7M | ||
| Q3 24 | $315.4M | $-3.0M | ||
| Q2 24 | $206.6M | $24.4M | ||
| Q1 24 | $216.7M | $-1.3M |
自由现金流率CHDJBSS
| Q4 25 | — | 12.7% | ||
| Q3 25 | — | 2.4% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | -14.4% | ||
| Q4 24 | 15.0% | -0.9% | ||
| Q3 24 | 20.9% | -1.1% | ||
| Q2 24 | 13.7% | 9.0% | ||
| Q1 24 | 14.4% | -0.5% |
资本支出强度CHDJBSS
| Q4 25 | 3.4% | 7.1% | ||
| Q3 25 | 1.8% | 8.3% | ||
| Q2 25 | 1.5% | 5.0% | ||
| Q1 25 | 1.1% | 4.5% | ||
| Q4 24 | 3.5% | 4.5% | ||
| Q3 24 | 3.2% | 4.3% | ||
| Q2 24 | 2.0% | 4.0% | ||
| Q1 24 | 3.1% | 2.4% |
现金转化率CHDJBSS
| Q4 25 | — | 3.48× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | — | 2.70× | ||
| Q1 25 | — | -1.29× | ||
| Q4 24 | 1.54× | 0.81× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | 0.97× | 3.52× | ||
| Q1 24 | 1.16× | 0.39× |
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% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
