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Church & Dwight（CHD）与Masco（MAS）财务数据对比。点击上方公司名可切换其他公司
Masco的季度营收约是Church & Dwight的1.2倍（$1.9B vs $1.6B），Masco净利率更高（11.9% vs 8.7%，领先3.2%），Masco同比增速更快（6.5% vs 3.9%），过去两年Church & Dwight的营收复合增速更高（4.6% vs -4.2%）
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。
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
CHD vs MAS — 直观对比
营收规模更大
MAS
是对方的1.2倍
$1.6B
营收增速更快
MAS
高出2.6%
3.9%
净利率更高
MAS
高出3.2%
8.7%
两年增速更快
CHD
近两年复合增速
-4.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $143.5M | $228.0M |
| 毛利率 | 45.8% | 35.8% |
| 营业利润率 | 16.2% | 16.5% |
| 净利率 | 8.7% | 11.9% |
| 营收同比 | 3.9% | 6.5% |
| 净利润同比 | -24.2% | 14.5% |
| 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CHDMAS
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $1.6B | $1.9B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.5B | $2.1B |
净利润CHDMAS
| Q1 26 | — | $228.0M | ||
| Q4 25 | $143.5M | $165.0M | ||
| Q3 25 | $182.2M | $189.0M | ||
| Q2 25 | $191.0M | $270.0M | ||
| Q1 25 | $220.1M | $186.0M | ||
| Q4 24 | $189.2M | $182.0M | ||
| Q3 24 | $-75.1M | $167.0M | ||
| Q2 24 | $243.5M | $258.0M |
毛利率CHDMAS
| Q1 26 | — | 35.8% | ||
| Q4 25 | 45.8% | 33.9% | ||
| Q3 25 | 45.1% | 34.2% | ||
| Q2 25 | 43.0% | 37.6% | ||
| Q1 25 | 45.0% | 35.8% | ||
| Q4 24 | 44.7% | 34.8% | ||
| Q3 24 | 45.2% | 36.6% | ||
| Q2 24 | 47.1% | 37.5% |
营业利润率CHDMAS
| Q1 26 | — | 16.5% | ||
| Q4 25 | 16.2% | 13.8% | ||
| Q3 25 | 16.1% | 15.8% | ||
| Q2 25 | 17.4% | 20.1% | ||
| Q1 25 | 20.1% | 15.9% | ||
| Q4 24 | 16.2% | 15.9% | ||
| Q3 24 | -6.1% | 18.0% | ||
| Q2 24 | 22.3% | 19.0% |
净利率CHDMAS
| Q1 26 | — | 11.9% | ||
| Q4 25 | 8.7% | 9.2% | ||
| Q3 25 | 11.5% | 9.9% | ||
| Q2 25 | 12.7% | 13.2% | ||
| Q1 25 | 15.0% | 10.3% | ||
| Q4 24 | 12.0% | 10.0% | ||
| Q3 24 | -5.0% | 8.4% | ||
| Q2 24 | 16.1% | 12.3% |
每股收益（稀释后）CHDMAS
| Q1 26 | — | — | ||
| Q4 25 | $0.60 | $0.81 | ||
| Q3 25 | $0.75 | $0.90 | ||
| Q2 25 | $0.78 | $1.28 | ||
| Q1 25 | $0.89 | $0.87 | ||
| Q4 24 | $0.76 | $0.85 | ||
| Q3 24 | $-0.31 | $0.77 | ||
| Q2 24 | $0.99 | $1.17 |
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 | $2.9B |
| 股东权益账面价值 | $4.0B | $27.0M |
| 总资产 | $8.9B | $5.2B |
| 负债/权益比越低杠杆越低 | 0.55× | 109.07× |
8季度趋势，按日历期对齐
现金及短期投资CHDMAS
| Q1 26 | — | — | ||
| Q4 25 | $409.0M | $647.0M | ||
| Q3 25 | $305.3M | $559.0M | ||
| Q2 25 | $923.2M | $390.0M | ||
| Q1 25 | $1.1B | $377.0M | ||
| Q4 24 | $964.1M | $634.0M | ||
| Q3 24 | $752.1M | $646.0M | ||
| Q2 24 | $491.7M | $398.0M |
总债务CHDMAS
| Q1 26 | — | $2.9B | ||
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | $2.9B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — |
股东权益CHDMAS
| Q1 26 | — | $27.0M | ||
| Q4 25 | $4.0B | $-185.0M | ||
| Q3 25 | $4.2B | $-78.0M | ||
| Q2 25 | $4.4B | $-84.0M | ||
| Q1 25 | $4.6B | $-254.0M | ||
| Q4 24 | $4.4B | $-279.0M | ||
| Q3 24 | $4.2B | $-88.0M | ||
| Q2 24 | $4.3B | $-26.0M |
总资产CHDMAS
| Q1 26 | — | $5.2B | ||
| Q4 25 | $8.9B | $5.2B | ||
| Q3 25 | $9.1B | $5.3B | ||
| Q2 25 | $8.8B | $5.3B | ||
| Q1 25 | $9.0B | $5.1B | ||
| Q4 24 | $8.9B | $5.0B | ||
| Q3 24 | $8.7B | $5.3B | ||
| Q2 24 | $8.8B | $5.4B |
负债/权益比CHDMAS
| Q1 26 | — | 109.07× | ||
| 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× | — |
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% |
MAS
暂无分部数据
