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Church & Dwight（CHD）与TreeHouse Foods, Inc.（THS）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TreeHouse Foods, Inc.的2.0倍（$1.6B vs $840.3M）。Church & Dwight净利率更高（8.7% vs -31.6%，领先40.4%）。Church & Dwight同比增速更快（3.9% vs 0.1%）。过去两年Church & Dwight的营收复合增速更高（4.6% vs -3.9%）
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。
树屋食品公司是一家跨国食品加工企业，主打贴牌包装食品生产，总部位于美国伊利诺伊州奥克布鲁克，2005年成立后完全通过收购拓展业务。2010年该公司销售额达20亿美元，在20座工厂拥有超4000名员工，曾获评《食品加工》杂志2010年度加工企业，被称为“你没听过的大型企业”。
CHD vs THS — 直观对比
营收规模更大
CHD
是对方的2.0倍
$840.3M
营收增速更快
CHD
高出3.8%
0.1%
净利率更高
CHD
高出40.4%
-31.6%
两年增速更快
CHD
近两年复合增速
-3.9%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $840.3M |
| 净利润 | $143.5M | $-265.8M |
| 毛利率 | 45.8% | 18.8% |
| 营业利润率 | 16.2% | -30.2% |
| 净利率 | 8.7% | -31.6% |
| 营收同比 | 3.9% | 0.1% |
| 净利润同比 | -24.2% | -7717.6% |
| 每股收益（稀释后） | $0.60 | $-5.26 |
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CHDTHS
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | $840.3M | ||
| Q2 25 | $1.5B | $798.0M | ||
| Q1 25 | $1.5B | $792.0M | ||
| Q4 24 | $1.6B | $905.7M | ||
| Q3 24 | $1.5B | $839.1M | ||
| Q2 24 | $1.5B | $788.5M | ||
| Q1 24 | $1.5B | $820.7M |
净利润CHDTHS
| Q4 25 | $143.5M | — | ||
| Q3 25 | $182.2M | $-265.8M | ||
| Q2 25 | $191.0M | $-2.9M | ||
| Q1 25 | $220.1M | $-31.8M | ||
| Q4 24 | $189.2M | $58.7M | ||
| Q3 24 | $-75.1M | $-3.4M | ||
| Q2 24 | $243.5M | $-16.7M | ||
| Q1 24 | $227.7M | $-11.7M |
毛利率CHDTHS
| Q4 25 | 45.8% | — | ||
| Q3 25 | 45.1% | 18.8% | ||
| Q2 25 | 43.0% | 17.4% | ||
| Q1 25 | 45.0% | 14.5% | ||
| Q4 24 | 44.7% | 19.5% | ||
| Q3 24 | 45.2% | 15.6% | ||
| Q2 24 | 47.1% | 16.3% | ||
| Q1 24 | 45.7% | 13.6% |
营业利润率CHDTHS
| Q4 25 | 16.2% | — | ||
| Q3 25 | 16.1% | -30.2% | ||
| Q2 25 | 17.4% | 3.4% | ||
| Q1 25 | 20.1% | -0.7% | ||
| Q4 24 | 16.2% | 8.9% | ||
| Q3 24 | -6.1% | 3.8% | ||
| Q2 24 | 22.3% | -0.5% | ||
| Q1 24 | 20.3% | -0.6% |
净利率CHDTHS
| Q4 25 | 8.7% | — | ||
| Q3 25 | 11.5% | -31.6% | ||
| Q2 25 | 12.7% | -0.4% | ||
| Q1 25 | 15.0% | -4.0% | ||
| Q4 24 | 12.0% | 6.5% | ||
| Q3 24 | -5.0% | -0.4% | ||
| Q2 24 | 16.1% | -2.1% | ||
| Q1 24 | 15.1% | -1.4% |
每股收益（稀释后）CHDTHS
| Q4 25 | $0.60 | — | ||
| Q3 25 | $0.75 | $-5.26 | ||
| Q2 25 | $0.78 | $-0.06 | ||
| Q1 25 | $0.89 | $-0.63 | ||
| Q4 24 | $0.76 | $1.12 | ||
| Q3 24 | $-0.31 | $-0.07 | ||
| Q2 24 | $0.99 | $-0.32 | ||
| Q1 24 | $0.93 | $-0.22 |
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 | $21.0M |
| 总债务越低越好 | $2.2B | $1.5B |
| 股东权益账面价值 | $4.0B | $1.3B |
| 总资产 | $8.9B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.55× | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资CHDTHS
| Q4 25 | $409.0M | — | ||
| Q3 25 | $305.3M | $21.0M | ||
| Q2 25 | $923.2M | $17.1M | ||
| Q1 25 | $1.1B | $16.4M | ||
| Q4 24 | $964.1M | $289.6M | ||
| Q3 24 | $752.1M | $102.0M | ||
| Q2 24 | $491.7M | $105.8M | ||
| Q1 24 | $349.7M | $191.8M |
总债务CHDTHS
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | $1.5B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $2.2B | $1.4B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B | ||
| Q1 24 | $2.2B | $1.4B |
股东权益CHDTHS
| Q4 25 | $4.0B | — | ||
| Q3 25 | $4.2B | $1.3B | ||
| Q2 25 | $4.4B | $1.5B | ||
| Q1 25 | $4.6B | $1.5B | ||
| Q4 24 | $4.4B | $1.5B | ||
| Q3 24 | $4.2B | $1.6B | ||
| Q2 24 | $4.3B | $1.6B | ||
| Q1 24 | $4.1B | $1.6B |
总资产CHDTHS
| Q4 25 | $8.9B | — | ||
| Q3 25 | $9.1B | $3.8B | ||
| Q2 25 | $8.8B | $4.0B | ||
| Q1 25 | $9.0B | $3.9B | ||
| Q4 24 | $8.9B | $4.0B | ||
| Q3 24 | $8.7B | $4.0B | ||
| Q2 24 | $8.8B | $3.9B | ||
| Q1 24 | $8.6B | $4.0B |
负债/权益比CHDTHS
| Q4 25 | 0.55× | — | ||
| Q3 25 | 0.52× | 1.18× | ||
| Q2 25 | 0.50× | 0.98× | ||
| Q1 25 | 0.48× | 0.93× | ||
| Q4 24 | 0.51× | 0.90× | ||
| Q3 24 | 0.53× | 0.90× | ||
| Q2 24 | 0.51× | 0.90× | ||
| Q1 24 | 0.54× | 0.87× |
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 | — | $38.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 3.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CHDTHS
| Q4 25 | — | — | ||
| Q3 25 | — | $38.2M | ||
| Q2 25 | — | $-47.2M | ||
| Q1 25 | — | $-53.5M | ||
| Q4 24 | $292.3M | $296.2M | ||
| Q3 24 | $364.0M | $41.4M | ||
| Q2 24 | $236.9M | $-19.4M | ||
| Q1 24 | $263.0M | $-52.4M |
自由现金流CHDTHS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $237.7M | — | ||
| Q3 24 | $315.4M | — | ||
| Q2 24 | $206.6M | $-42.2M | ||
| Q1 24 | $216.7M | $-80.7M |
自由现金流率CHDTHS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 15.0% | — | ||
| Q3 24 | 20.9% | — | ||
| Q2 24 | 13.7% | -5.4% | ||
| Q1 24 | 14.4% | -9.8% |
资本支出强度CHDTHS
| Q4 25 | 3.4% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 2.0% | 2.9% | ||
| Q1 24 | 3.1% | 3.4% |
现金转化率CHDTHS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.54× | 5.05× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | 1.16× | — |
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% |
THS
| Retail Grocery Customers | $670.6M | 80% |
| Food Away From Home And Other | $85.3M | 10% |
| Co Manufacturing | $84.4M | 10% |
