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Church & Dwight（CHD）与Ventas（VTR）财务数据对比。点击上方公司名可切换其他公司
Ventas的季度营收约是Church & Dwight的1.0倍（$1.7B vs $1.6B），Church & Dwight净利率更高（8.7% vs 3.6%，领先5.2%），Ventas同比增速更快（22.0% vs 3.9%），过去两年Ventas的营收复合增速更高（17.5% 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。
Ventas是一家领先的医疗地产投资信托企业，旗下资产涵盖养老社区、医疗办公楼、生命科学研究设施及康复医疗中心等，主要在北美、英国地区运营，为医疗服务及生命科学机构提供专业物业解决方案。
CHD vs VTR — 直观对比
营收规模更大
VTR
是对方的1.0倍
$1.6B
营收增速更快
VTR
高出18.1%
3.9%
净利率更高
CHD
高出5.2%
3.6%
两年增速更快
VTR
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.7B |
| 净利润 | $143.5M | $59.0M |
| 毛利率 | 45.8% | — |
| 营业利润率 | 16.2% | — |
| 净利率 | 8.7% | 3.6% |
| 营收同比 | 3.9% | 22.0% |
| 净利润同比 | -24.2% | 19.0% |
| 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CHDVTR
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
净利润CHDVTR
| Q1 26 | — | $59.0M | ||
| Q4 25 | $143.5M | $73.0M | ||
| Q3 25 | $182.2M | $68.7M | ||
| Q2 25 | $191.0M | $71.5M | ||
| Q1 25 | $220.1M | $48.4M | ||
| Q4 24 | $189.2M | $58.7M | ||
| Q3 24 | $-75.1M | $21.0M | ||
| Q2 24 | $243.5M | $21.2M |
毛利率CHDVTR
| Q1 26 | — | — | ||
| Q4 25 | 45.8% | — | ||
| Q3 25 | 45.1% | — | ||
| Q2 25 | 43.0% | — | ||
| Q1 25 | 45.0% | — | ||
| Q4 24 | 44.7% | — | ||
| Q3 24 | 45.2% | — | ||
| Q2 24 | 47.1% | — |
营业利润率CHDVTR
| Q1 26 | — | — | ||
| Q4 25 | 16.2% | 4.9% | ||
| Q3 25 | 16.1% | 3.0% | ||
| Q2 25 | 17.4% | 3.0% | ||
| Q1 25 | 20.1% | 3.0% | ||
| Q4 24 | 16.2% | -0.0% | ||
| Q3 24 | -6.1% | 1.5% | ||
| Q2 24 | 22.3% | -1.6% |
净利率CHDVTR
| Q1 26 | — | 3.6% | ||
| Q4 25 | 8.7% | 4.7% | ||
| Q3 25 | 11.5% | 4.6% | ||
| Q2 25 | 12.7% | 5.0% | ||
| Q1 25 | 15.0% | 3.6% | ||
| Q4 24 | 12.0% | 4.6% | ||
| Q3 24 | -5.0% | 1.7% | ||
| Q2 24 | 16.1% | 1.8% |
每股收益（稀释后）CHDVTR
| Q1 26 | — | — | ||
| Q4 25 | $0.60 | $0.15 | ||
| Q3 25 | $0.75 | $0.14 | ||
| Q2 25 | $0.78 | $0.15 | ||
| Q1 25 | $0.89 | $0.10 | ||
| Q4 24 | $0.76 | $0.13 | ||
| Q3 24 | $-0.31 | $0.05 | ||
| Q2 24 | $0.99 | $0.05 |
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 | $183.6M |
| 总债务越低越好 | $2.2B | — |
| 股东权益账面价值 | $4.0B | $13.2B |
| 总资产 | $8.9B | $27.7B |
| 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CHDVTR
| Q1 26 | — | $183.6M | ||
| Q4 25 | $409.0M | $741.1M | ||
| Q3 25 | $305.3M | $188.6M | ||
| Q2 25 | $923.2M | $614.2M | ||
| Q1 25 | $1.1B | $182.3M | ||
| Q4 24 | $964.1M | $897.9M | ||
| Q3 24 | $752.1M | $1.1B | ||
| Q2 24 | $491.7M | $557.1M |
总债务CHDVTR
| Q1 26 | — | — | ||
| Q4 25 | $2.2B | $13.0B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | $13.5B | ||
| Q3 24 | $2.2B | — | ||
| Q2 24 | $2.2B | — |
股东权益CHDVTR
| Q1 26 | — | $13.2B | ||
| Q4 25 | $4.0B | $12.5B | ||
| Q3 25 | $4.2B | $12.4B | ||
| Q2 25 | $4.4B | $11.5B | ||
| Q1 25 | $4.6B | $11.5B | ||
| Q4 24 | $4.4B | $10.8B | ||
| Q3 24 | $4.2B | $9.8B | ||
| Q2 24 | $4.3B | $9.6B |
总资产CHDVTR
| Q1 26 | — | $27.7B | ||
| Q4 25 | $8.9B | $27.6B | ||
| Q3 25 | $9.1B | $26.9B | ||
| Q2 25 | $8.8B | $26.5B | ||
| Q1 25 | $9.0B | $26.0B | ||
| Q4 24 | $8.9B | $26.2B | ||
| Q3 24 | $8.7B | $25.3B | ||
| Q2 24 | $8.8B | $24.5B |
负债/权益比CHDVTR
| Q1 26 | — | — | ||
| Q4 25 | 0.55× | 1.04× | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.50× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.51× | 1.26× | ||
| 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% |
VTR
| Resident fees and services | $1.3B | 78% |
| Outpatient medical and research portfolio | $230.1M | 14% |
| Triple-net leased properties | $123.1M | 7% |
| Third-party capital management revenues | $4.4M | 0% |
