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Church & Dwight（CHD）与SIGNET JEWELERS LTD（SIG）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SIGNET JEWELERS LTD的1.2倍（$1.6B vs $1.4B），Church & Dwight净利率更高（8.7% vs 1.4%，领先7.3%），Church & Dwight同比增速更快（3.9% vs 3.1%），过去两年Church & Dwight的营收复合增速更高（4.6% vs -25.4%）
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。
Signet Jewelers是全球最大的钻石珠宝零售商，注册地位于百慕大，总部设在美国俄亥俄州阿克伦的费尔劳恩郊区，在纽约证券交易所上市。公司主打中端珠宝市场，旗下拥有Blue Nile、Zales、Kay等知名品牌，在美国、加拿大、英国的专业珠宝市场均占据龙头地位，部分品牌布局中高端赛道。
CHD vs SIG — 直观对比
营收规模更大
CHD
是对方的1.2倍
$1.4B
营收增速更快
CHD
高出0.8%
3.1%
净利率更高
CHD
高出7.3%
1.4%
两年增速更快
CHD
近两年复合增速
-25.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $143.5M | $20.0M |
| 毛利率 | 45.8% | 37.3% |
| 营业利润率 | 16.2% | 1.7% |
| 净利率 | 8.7% | 1.4% |
| 营收同比 | 3.9% | 3.1% |
| 净利润同比 | -24.2% | 185.7% |
| 每股收益（稀释后） | $0.60 | $0.49 |
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CHDSIG
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.5B | $2.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.5B | ||
| Q1 24 | $1.5B | $2.5B |
净利润CHDSIG
| Q4 25 | $143.5M | $20.0M | ||
| Q3 25 | $182.2M | $-9.1M | ||
| Q2 25 | $191.0M | $33.5M | ||
| Q1 25 | $220.1M | $100.6M | ||
| Q4 24 | $189.2M | $7.0M | ||
| Q3 24 | $-75.1M | $-98.5M | ||
| Q2 24 | $243.5M | $52.1M | ||
| Q1 24 | $227.7M | $626.2M |
毛利率CHDSIG
| Q4 25 | 45.8% | 37.3% | ||
| Q3 25 | 45.1% | 38.6% | ||
| Q2 25 | 43.0% | 38.8% | ||
| Q1 25 | 45.0% | 42.6% | ||
| Q4 24 | 44.7% | 36.0% | ||
| Q3 24 | 45.2% | 38.0% | ||
| Q2 24 | 47.1% | 37.9% | ||
| Q1 24 | 45.7% | 43.3% |
营业利润率CHDSIG
| Q4 25 | 16.2% | 1.7% | ||
| Q3 25 | 16.1% | 0.2% | ||
| Q2 25 | 17.4% | 3.1% | ||
| Q1 25 | 20.1% | 6.5% | ||
| Q4 24 | 16.2% | 0.7% | ||
| Q3 24 | -6.1% | -6.8% | ||
| Q2 24 | 22.3% | 3.3% | ||
| Q1 24 | 20.3% | 16.7% |
净利率CHDSIG
| Q4 25 | 8.7% | 1.4% | ||
| Q3 25 | 11.5% | -0.6% | ||
| Q2 25 | 12.7% | 2.2% | ||
| Q1 25 | 15.0% | 4.3% | ||
| Q4 24 | 12.0% | 0.5% | ||
| Q3 24 | -5.0% | -6.6% | ||
| Q2 24 | 16.1% | 3.4% | ||
| Q1 24 | 15.1% | 25.1% |
每股收益（稀释后）CHDSIG
| Q4 25 | $0.60 | $0.49 | ||
| Q3 25 | $0.75 | $-0.22 | ||
| Q2 25 | $0.78 | $0.78 | ||
| Q1 25 | $0.89 | $2.25 | ||
| Q4 24 | $0.76 | $0.12 | ||
| Q3 24 | $-0.31 | $-2.28 | ||
| Q2 24 | $0.99 | $-0.90 | ||
| Q1 24 | $0.93 | $11.77 |
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 | $234.7M |
| 总债务越低越好 | $2.2B | — |
| 股东权益账面价值 | $4.0B | $1.7B |
| 总资产 | $8.9B | $5.4B |
| 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CHDSIG
| Q4 25 | $409.0M | $234.7M | ||
| Q3 25 | $305.3M | $281.4M | ||
| Q2 25 | $923.2M | $264.1M | ||
| Q1 25 | $1.1B | $604.0M | ||
| Q4 24 | $964.1M | $157.7M | ||
| Q3 24 | $752.1M | $403.1M | ||
| Q2 24 | $491.7M | $729.3M | ||
| Q1 24 | $349.7M | $1.4B |
总债务CHDSIG
| 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CHDSIG
| Q4 25 | $4.0B | $1.7B | ||
| Q3 25 | $4.2B | $1.7B | ||
| Q2 25 | $4.4B | $1.8B | ||
| Q1 25 | $4.6B | $1.9B | ||
| Q4 24 | $4.4B | $1.8B | ||
| Q3 24 | $4.2B | $1.9B | ||
| Q2 24 | $4.3B | $2.1B | ||
| Q1 24 | $4.1B | $2.2B |
总资产CHDSIG
| Q4 25 | $8.9B | $5.4B | ||
| Q3 25 | $9.1B | $5.3B | ||
| Q2 25 | $8.8B | $5.5B | ||
| Q1 25 | $9.0B | $5.7B | ||
| Q4 24 | $8.9B | $5.7B | ||
| Q3 24 | $8.7B | $5.6B | ||
| Q2 24 | $8.8B | $6.2B | ||
| Q1 24 | $8.6B | $6.8B |
负债/权益比CHDSIG
| 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 | — | $31.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-1.5M |
| 自由现金流率自由现金流/营收 | — | -0.1% |
| 资本支出强度资本支出/营收 | 3.4% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.55× |
| 过去12个月自由现金流最近4个季度 | — | $591.0M |
8季度趋势，按日历期对齐
经营现金流CHDSIG
| Q4 25 | — | $31.0M | ||
| Q3 25 | — | $86.3M | ||
| Q2 25 | — | $-175.3M | ||
| Q1 25 | — | $780.7M | ||
| Q4 24 | $292.3M | $-75.4M | ||
| Q3 24 | $364.0M | $43.8M | ||
| Q2 24 | $236.9M | $-158.2M | ||
| Q1 24 | $263.0M | $752.2M |
自由现金流CHDSIG
| Q4 25 | — | $-1.5M | ||
| Q3 25 | — | $62.3M | ||
| Q2 25 | — | $-211.9M | ||
| Q1 25 | — | $742.1M | ||
| Q4 24 | $237.7M | $-138.5M | ||
| Q3 24 | $315.4M | $15.8M | ||
| Q2 24 | $206.6M | $-181.5M | ||
| Q1 24 | $216.7M | $716.1M |
自由现金流率CHDSIG
| Q4 25 | — | -0.1% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | — | -13.7% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | 15.0% | -10.3% | ||
| Q3 24 | 20.9% | 1.1% | ||
| Q2 24 | 13.7% | -12.0% | ||
| Q1 24 | 14.4% | 28.7% |
资本支出强度CHDSIG
| Q4 25 | 3.4% | 2.3% | ||
| Q3 25 | 1.8% | 1.6% | ||
| Q2 25 | 1.5% | 2.4% | ||
| Q1 25 | 1.1% | 1.6% | ||
| Q4 24 | 3.5% | 4.7% | ||
| Q3 24 | 3.2% | 1.9% | ||
| Q2 24 | 2.0% | 1.5% | ||
| Q1 24 | 3.1% | 1.4% |
现金转化率CHDSIG
| Q4 25 | — | 1.55× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -5.23× | ||
| Q1 25 | — | 7.76× | ||
| Q4 24 | 1.54× | -10.77× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.97× | -3.04× | ||
| Q1 24 | 1.16× | 1.20× |
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% |
SIG
| Other | $571.9M | 41% |
| Zale Jewelry | $243.4M | 17% |
| Extended Service Plan | $129.6M | 9% |
| Diamonds Direct | $87.9M | 6% |
| Blue Nile | $74.3M | 5% |
| Extended Service Plan And Other Deferred Revenue | $69.9M | 5% |
| Banter By Piercing Pagoda | $69.2M | 5% |
| Watches | $48.7M | 3% |
| Peoples | $42.2M | 3% |
| James Allen | $27.8M | 2% |
