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科蒂（COTY）与FuboTV Inc.（FUBO）财务数据对比。点击上方公司名可切换其他公司
科蒂的季度营收约是FuboTV Inc.的1.1倍（$1.7B vs $1.5B），FuboTV Inc.净利率更高（-0.4% vs -7.4%，领先7.0%），FuboTV Inc.同比增速更快（249.4% vs 0.5%），科蒂自由现金流更多（$513.1M vs $-200.8M），过去两年FuboTV Inc.的营收复合增速更高（94.3% vs 10.1%）
科蒂是1904年由弗朗索瓦·科蒂在巴黎创立的跨国美妆企业，现注册地为美国特拉华州，全球总部位于荷兰阿姆斯特丹。旗下业务覆盖香水、彩妆、护肤、美甲产品以及专业线和零售线护发产品的研发、生产、营销与分销，截至2024年共拥有约40个品牌。
FuboTV Inc.（简称Fubo）是源自美国的互联网体育流媒体服务商，业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容，可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播，同时也涵盖新闻、剧集等综合影视娱乐内容。
COTY vs FUBO — 直观对比
营收规模更大
COTY
是对方的1.1倍
$1.5B
营收增速更快
FUBO
高出248.9%
0.5%
净利率更高
FUBO
高出7.0%
-7.4%
自由现金流更多
COTY
多$713.9M
$-200.8M
两年增速更快
FUBO
近两年复合增速
10.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.5B |
| 净利润 | $-123.6M | $-6.0M |
| 毛利率 | 63.8% | — |
| 营业利润率 | 8.8% | -1.3% |
| 净利率 | -7.4% | -0.4% |
| 营收同比 | 0.5% | 249.4% |
| 净利润同比 | -621.5% | 84.5% |
| 每股收益（稀释后） | $-0.14 | $-0.02 |
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COTYFUBO
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.6B | $377.2M | ||
| Q2 25 | $1.3B | $380.0M | ||
| Q1 25 | $1.3B | $416.3M | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | $386.2M | ||
| Q2 24 | $1.4B | $391.0M | ||
| Q1 24 | $1.4B | $402.3M |
净利润COTYFUBO
| Q4 25 | $-123.6M | $-6.0M | ||
| Q3 25 | $67.9M | $-18.9M | ||
| Q2 25 | $-68.8M | $-8.0M | ||
| Q1 25 | $-405.7M | $188.5M | ||
| Q4 24 | $23.7M | — | ||
| Q3 24 | $82.9M | $-52.4M | ||
| Q2 24 | $-96.9M | $-25.3M | ||
| Q1 24 | $3.8M | $-56.0M |
毛利率COTYFUBO
| Q4 25 | 63.8% | — | ||
| Q3 25 | 64.5% | — | ||
| Q2 25 | 62.3% | — | ||
| Q1 25 | 64.1% | — | ||
| Q4 24 | 66.7% | — | ||
| Q3 24 | 65.5% | — | ||
| Q2 24 | 64.2% | — | ||
| Q1 24 | 64.8% | — |
营业利润率COTYFUBO
| Q4 25 | 8.8% | -1.3% | ||
| Q3 25 | 11.7% | -5.3% | ||
| Q2 25 | 1.2% | -1.6% | ||
| Q1 25 | -21.6% | -6.1% | ||
| Q4 24 | 16.1% | — | ||
| Q3 24 | 14.2% | -15.2% | ||
| Q2 24 | 2.5% | -9.1% | ||
| Q1 24 | 5.6% | -15.7% |
净利率COTYFUBO
| Q4 25 | -7.4% | -0.4% | ||
| Q3 25 | 4.3% | -5.0% | ||
| Q2 25 | -5.5% | -2.1% | ||
| Q1 25 | -31.2% | 45.3% | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 5.0% | -13.6% | ||
| Q2 24 | -7.1% | -6.5% | ||
| Q1 24 | 0.3% | -13.9% |
每股收益（稀释后）COTYFUBO
| Q4 25 | $-0.14 | $-0.02 | ||
| Q3 25 | $0.07 | $-0.06 | ||
| Q2 25 | $-0.08 | $-0.02 | ||
| Q1 25 | $-0.47 | $0.55 | ||
| Q4 24 | $0.02 | — | ||
| Q3 24 | $0.09 | $-0.16 | ||
| Q2 24 | $-0.11 | $-0.08 | ||
| Q1 24 | $0.00 | $-0.19 |
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 | $436.7M | $452.4M |
| 总债务越低越好 | $3.0B | — |
| 股东权益账面价值 | $3.5B | $275.5M |
| 总资产 | $11.1B | $4.1B |
| 负债/权益比越低杠杆越低 | 0.85× | — |
8季度趋势，按日历期对齐
现金及短期投资COTYFUBO
| Q4 25 | $436.7M | $452.4M | ||
| Q3 25 | $264.6M | — | ||
| Q2 25 | $257.1M | $283.6M | ||
| Q1 25 | $243.5M | $321.6M | ||
| Q4 24 | $249.6M | — | ||
| Q3 24 | $283.6M | $146.2M | ||
| Q2 24 | $300.8M | $155.2M | ||
| Q1 24 | $260.2M | $168.9M |
总债务COTYFUBO
| Q4 25 | $3.0B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $4.0B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.9B | — | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.9B | — |
股东权益COTYFUBO
| Q4 25 | $3.5B | $275.5M | ||
| Q3 25 | $3.6B | $915.3M | ||
| Q2 25 | $3.5B | $400.4M | ||
| Q1 25 | $3.5B | $389.0M | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $4.0B | $905.3M | ||
| Q2 24 | $3.8B | $254.2M | ||
| Q1 24 | $4.0B | $236.1M |
总资产COTYFUBO
| Q4 25 | $11.1B | $4.1B | ||
| Q3 25 | $12.1B | $1.3B | ||
| Q2 25 | $11.9B | $1.2B | ||
| Q1 25 | $11.5B | $1.2B | ||
| Q4 24 | $11.7B | — | ||
| Q3 24 | $12.5B | $1.1B | ||
| Q2 24 | $12.1B | $1.1B | ||
| Q1 24 | $12.3B | $1.1B |
负债/权益比COTYFUBO
| Q4 25 | 0.85× | — | ||
| Q3 25 | 1.10× | — | ||
| Q2 25 | 1.12× | — | ||
| Q1 25 | 1.09× | — | ||
| Q4 24 | 0.89× | — | ||
| Q3 24 | 0.97× | — | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 0.98× | — |
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 | $559.7M | $-200.3M |
| 自由现金流经营现金流 - 资本支出 | $513.1M | $-200.8M |
| 自由现金流率自由现金流/营收 | 30.6% | -13.0% |
| 资本支出强度资本支出/营收 | 2.8% | 0.0% |
| 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 | $390.8M | $-81.3M |
8季度趋势，按日历期对齐
经营现金流COTYFUBO
| Q4 25 | $559.7M | $-200.3M | ||
| Q3 25 | $65.2M | $-6.5M | ||
| Q2 25 | $83.2M | $-34.6M | ||
| Q1 25 | $-122.5M | $161.4M | ||
| Q4 24 | $464.5M | — | ||
| Q3 24 | $67.4M | $235.0K | ||
| Q2 24 | $176.5M | $-32.3M | ||
| Q1 24 | $-170.0M | $-67.3M |
自由现金流COTYFUBO
| Q4 25 | $513.1M | $-200.8M | ||
| Q3 25 | $11.2M | $-6.5M | ||
| Q2 25 | $34.9M | $-35.0M | ||
| Q1 25 | $-168.4M | $161.1M | ||
| Q4 24 | $419.0M | — | ||
| Q3 24 | $-7.9M | $-1.3M | ||
| Q2 24 | $116.7M | $-32.5M | ||
| Q1 24 | $-234.3M | $-67.4M |
自由现金流率COTYFUBO
| Q4 25 | 30.6% | -13.0% | ||
| Q3 25 | 0.7% | -1.7% | ||
| Q2 25 | 2.8% | -9.2% | ||
| Q1 25 | -13.0% | 38.7% | ||
| Q4 24 | 25.1% | — | ||
| Q3 24 | -0.5% | -0.3% | ||
| Q2 24 | 8.6% | -8.3% | ||
| Q1 24 | -16.9% | -16.7% |
资本支出强度COTYFUBO
| Q4 25 | 2.8% | 0.0% | ||
| Q3 25 | 3.4% | 0.0% | ||
| Q2 25 | 3.9% | 0.1% | ||
| Q1 25 | 3.5% | 0.1% | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 4.5% | 0.4% | ||
| Q2 24 | 4.4% | 0.1% | ||
| Q1 24 | 4.6% | 0.0% |
现金转化率COTYFUBO
| Q4 25 | — | — | ||
| Q3 25 | 0.96× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | 19.60× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -44.74× | — |
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
COTY
| Prestige | $1.1B | 68% |
| Consumer Beauty | $545.0M | 32% |
FUBO
| Related Party | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |
