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Chefs' Warehouse, Inc.（CHEF）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Chefs' Warehouse, Inc.的季度营收约是Royalty Pharma plc的1.7倍（$1.1B vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 1.6%，领先32.8%），Chefs' Warehouse, Inc.同比增速更快（11.4% vs 4.8%），过去两年Chefs' Warehouse, Inc.的营收复合增速更高（5.3% vs 4.6%）
Chefs' Warehouse, Inc. 是一家北美专业食品分销商，服务对象包括独立餐厅、高端餐饮场所、酒店、餐饮服务商等食品服务运营商，供应超15万种精选产品，涵盖手工食材、特色肉类、海鲜、乳制品、进口高端美食等，适配专业厨师的使用需求。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
CHEF vs RPRX — 直观对比
营收规模更大
CHEF
是对方的1.7倍
$622.0M
营收增速更快
CHEF
高出6.6%
4.8%
净利率更高
RPRX
高出32.8%
1.6%
两年增速更快
CHEF
近两年复合增速
4.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $622.0M |
| 净利润 | $17.4M | $214.2M |
| 毛利率 | 24.3% | — |
| 营业利润率 | 3.1% | 62.4% |
| 净利率 | 1.6% | 34.4% |
| 营收同比 | 11.4% | 4.8% |
| 净利润同比 | 68.8% | 2.9% |
| 每股收益（稀释后） | $0.40 | $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CHEFRPRX
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $622.0M | ||
| Q3 25 | $1.0B | $609.3M | ||
| Q2 25 | $1.0B | $578.7M | ||
| Q1 25 | $950.7M | $568.2M | ||
| Q4 24 | $1.0B | $593.6M | ||
| Q3 24 | $931.5M | $564.7M | ||
| Q2 24 | $954.7M | $537.3M |
净利润CHEFRPRX
| Q1 26 | $17.4M | — | ||
| Q4 25 | $21.7M | $214.2M | ||
| Q3 25 | $19.1M | $288.2M | ||
| Q2 25 | $21.2M | $30.2M | ||
| Q1 25 | $10.3M | $238.3M | ||
| Q4 24 | $23.9M | $208.2M | ||
| Q3 24 | $14.1M | $544.0M | ||
| Q2 24 | $15.5M | $102.0M |
毛利率CHEFRPRX
| Q1 26 | 24.3% | — | ||
| Q4 25 | 24.2% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 24.6% | — | ||
| Q1 25 | 23.8% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 24.1% | — | ||
| Q2 24 | 24.0% | — |
营业利润率CHEFRPRX
| Q1 26 | 3.1% | — | ||
| Q4 25 | 3.8% | 62.4% | ||
| Q3 25 | 3.8% | 70.1% | ||
| Q2 25 | 3.9% | 36.3% | ||
| Q1 25 | 2.4% | 94.0% | ||
| Q4 24 | 4.5% | 60.9% | ||
| Q3 24 | 3.4% | — | ||
| Q2 24 | 3.5% | 50.2% |
净利率CHEFRPRX
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.9% | 34.4% | ||
| Q3 25 | 1.9% | 47.3% | ||
| Q2 25 | 2.1% | 5.2% | ||
| Q1 25 | 1.1% | 41.9% | ||
| Q4 24 | 2.3% | 35.1% | ||
| Q3 24 | 1.5% | 96.3% | ||
| Q2 24 | 1.6% | 19.0% |
每股收益（稀释后）CHEFRPRX
| Q1 26 | $0.40 | — | ||
| Q4 25 | $0.50 | $0.49 | ||
| Q3 25 | $0.44 | $0.67 | ||
| Q2 25 | $0.49 | $0.07 | ||
| Q1 25 | $0.25 | $0.55 | ||
| Q4 24 | $0.56 | $0.46 | ||
| Q3 24 | $0.34 | $1.21 | ||
| Q2 24 | $0.37 | $0.23 |
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 | $122.7M | $618.7M |
| 总债务越低越好 | $750.4M | $9.0B |
| 股东权益账面价值 | $608.6M | $9.7B |
| 总资产 | $2.0B | $19.6B |
| 负债/权益比越低杠杆越低 | 1.23× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资CHEFRPRX
| Q1 26 | $122.7M | — | ||
| Q4 25 | $121.0M | $618.7M | ||
| Q3 25 | $65.1M | $938.9M | ||
| Q2 25 | $96.9M | $631.9M | ||
| Q1 25 | $116.5M | $1.1B | ||
| Q4 24 | $114.7M | $929.0M | ||
| Q3 24 | $50.7M | $950.1M | ||
| Q2 24 | $38.3M | $1.8B |
总债务CHEFRPRX
| Q1 26 | $750.4M | — | ||
| Q4 25 | $720.3M | $9.0B | ||
| Q3 25 | $711.7M | $8.9B | ||
| Q2 25 | $690.2M | $8.0B | ||
| Q1 25 | $681.1M | $7.6B | ||
| Q4 24 | $688.7M | $7.6B | ||
| Q3 24 | $666.6M | $7.6B | ||
| Q2 24 | $660.8M | $7.6B |
股东权益CHEFRPRX
| Q1 26 | $608.6M | — | ||
| Q4 25 | $604.3M | $9.7B | ||
| Q3 25 | $576.6M | $9.6B | ||
| Q2 25 | $557.7M | $9.5B | ||
| Q1 25 | $541.6M | $9.8B | ||
| Q4 24 | $537.6M | $10.3B | ||
| Q3 24 | $480.3M | $10.3B | ||
| Q2 24 | $461.9M | $9.8B |
总资产CHEFRPRX
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $19.6B | ||
| Q3 25 | $1.9B | $19.3B | ||
| Q2 25 | $1.9B | $18.3B | ||
| Q1 25 | $1.8B | $17.6B | ||
| Q4 24 | $1.9B | $18.2B | ||
| Q3 24 | $1.8B | $18.0B | ||
| Q2 24 | $1.7B | $17.7B |
负债/权益比CHEFRPRX
| Q1 26 | 1.23× | — | ||
| Q4 25 | 1.19× | 0.92× | ||
| Q3 25 | 1.23× | 0.93× | ||
| Q2 25 | 1.24× | 0.84× | ||
| Q1 25 | 1.26× | 0.78× | ||
| Q4 24 | 1.28× | 0.74× | ||
| Q3 24 | 1.39× | 0.74× | ||
| Q2 24 | 1.43× | 0.78× |
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 | $38.3M | $827.1M |
| 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 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 2.20× | 3.86× |
| 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CHEFRPRX
| Q1 26 | $38.3M | — | ||
| Q4 25 | $73.9M | $827.1M | ||
| Q3 25 | $-8.7M | $702.6M | ||
| Q2 25 | $14.5M | $364.0M | ||
| Q1 25 | $49.6M | $596.1M | ||
| Q4 24 | $73.0M | $742.5M | ||
| Q3 24 | $19.8M | $703.6M | ||
| Q2 24 | $29.3M | $658.2M |
自由现金流CHEFRPRX
| Q1 26 | — | — | ||
| Q4 25 | $65.8M | — | ||
| Q3 25 | $-19.7M | — | ||
| Q2 25 | $4.5M | — | ||
| Q1 25 | $37.2M | — | ||
| Q4 24 | $64.6M | — | ||
| Q3 24 | $11.8M | — | ||
| Q2 24 | $13.3M | — |
自由现金流率CHEFRPRX
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | — | ||
| Q3 25 | -1.9% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 1.4% | — |
资本支出强度CHEFRPRX
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 1.7% | — |
现金转化率CHEFRPRX
| Q1 26 | 2.20× | — | ||
| Q4 25 | 3.41× | 3.86× | ||
| Q3 25 | -0.46× | 2.44× | ||
| Q2 25 | 0.68× | 12.06× | ||
| Q1 25 | 4.82× | 2.50× | ||
| Q4 24 | 3.05× | 3.57× | ||
| Q3 24 | 1.41× | 1.29× | ||
| Q2 24 | 1.89× | 6.45× |
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
CHEF
暂无分部数据
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
