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Equifax（EFX）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
味好美的季度营收约是Equifax的1.1倍（$1.9B vs $1.6B），味好美净利率更高（12.2% vs 10.4%，领先1.8%），Equifax同比增速更快（697.0% vs 2.9%），过去两年味好美的营收复合增速更高（7.5% vs 7.4%）
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
EFX vs MKC — 直观对比
营收规模更大
MKC
是对方的1.1倍
$1.6B
营收增速更快
EFX
高出694.0%
2.9%
净利率更高
MKC
高出1.8%
10.4%
两年增速更快
MKC
近两年复合增速
7.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $171.5M | $226.6M |
| 毛利率 | — | 38.9% |
| 营业利润率 | 17.4% | 16.8% |
| 净利率 | 10.4% | 12.2% |
| 营收同比 | 697.0% | 2.9% |
| 净利润同比 | 28.9% | 5.3% |
| 每股收益（稀释后） | $120.80 | $0.84 |
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EFXMKC
| Q2 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.9B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.6B |
净利润EFXMKC
| Q2 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $226.6M | ||
| Q3 25 | $160.2M | $225.5M | ||
| Q2 25 | $191.3M | $175.0M | ||
| Q1 25 | $133.1M | $162.3M | ||
| Q4 24 | $174.0M | $215.2M | ||
| Q3 24 | $141.3M | $223.1M | ||
| Q2 24 | $163.9M | $184.2M |
毛利率EFXMKC
| Q2 26 | — | — | ||
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.4% | ||
| Q2 25 | — | 37.5% | ||
| Q1 25 | — | 37.6% | ||
| Q4 24 | — | 40.2% | ||
| Q3 24 | — | 38.7% | ||
| Q2 24 | — | 37.7% |
营业利润率EFXMKC
| Q2 26 | 17.4% | — | ||
| Q4 25 | 18.3% | 16.8% | ||
| Q3 25 | 17.1% | 16.7% | ||
| Q2 25 | 20.2% | 14.8% | ||
| Q1 25 | 16.4% | 14.0% | ||
| Q4 24 | 20.3% | 17.0% | ||
| Q3 24 | 17.1% | 17.1% | ||
| Q2 24 | 19.7% | 14.2% |
净利率EFXMKC
| Q2 26 | 10.4% | — | ||
| Q4 25 | 11.3% | 12.2% | ||
| Q3 25 | 10.4% | 13.1% | ||
| Q2 25 | 12.4% | 10.5% | ||
| Q1 25 | 9.2% | 10.1% | ||
| Q4 24 | 12.3% | 12.0% | ||
| Q3 24 | 9.8% | 13.3% | ||
| Q2 24 | 11.5% | 11.2% |
每股收益（稀释后）EFXMKC
| Q2 26 | $120.80 | — | ||
| Q4 25 | $1.44 | $0.84 | ||
| Q3 25 | $1.29 | $0.84 | ||
| Q2 25 | $1.53 | $0.65 | ||
| Q1 25 | $1.06 | $0.60 | ||
| Q4 24 | $1.40 | $0.79 | ||
| Q3 24 | $1.13 | $0.83 | ||
| Q2 24 | $1.31 | $0.68 |
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 | $183.4M | $95.9M |
| 总债务越低越好 | $5.3B | $3.6B |
| 股东权益账面价值 | $4.6B | $5.7B |
| 总资产 | $11.9B | $13.2B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资EFXMKC
| Q2 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $95.9M | ||
| Q3 25 | $189.0M | $94.9M | ||
| Q2 25 | $189.0M | $124.1M | ||
| Q1 25 | $195.2M | $102.8M | ||
| Q4 24 | $169.9M | $186.1M | ||
| Q3 24 | $468.2M | $200.8M | ||
| Q2 24 | $181.9M | $166.3M |
总债务EFXMKC
| Q2 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $3.6B | ||
| Q3 25 | — | $3.9B | ||
| Q2 25 | — | $3.9B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | $5.0B | $3.9B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $4.1B |
股东权益EFXMKC
| Q2 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $5.7B | ||
| Q3 25 | $4.9B | $5.8B | ||
| Q2 25 | $5.1B | $5.6B | ||
| Q1 25 | $5.0B | $5.4B | ||
| Q4 24 | $4.8B | $5.3B | ||
| Q3 24 | $4.9B | $5.4B | ||
| Q2 24 | $4.7B | $5.3B |
总资产EFXMKC
| Q2 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $13.2B | ||
| Q3 25 | $11.8B | $13.2B | ||
| Q2 25 | $11.9B | $13.2B | ||
| Q1 25 | $11.9B | $12.9B | ||
| Q4 24 | $11.8B | $13.1B | ||
| Q3 24 | $12.3B | $13.2B | ||
| Q2 24 | $12.2B | $13.0B |
负债/权益比EFXMKC
| Q2 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 0.63× | ||
| Q3 25 | — | 0.67× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 1.05× | 0.73× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 0.77× |
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 | — | $542.0M |
| 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 | 7.3% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 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EFXMKC
| Q2 26 | — | — | ||
| Q4 25 | $470.8M | $542.0M | ||
| Q3 25 | $559.9M | $258.8M | ||
| Q2 25 | $361.1M | $45.9M | ||
| Q1 25 | $223.9M | $115.5M | ||
| Q4 24 | $324.8M | $458.7M | ||
| Q3 24 | $479.5M | $161.7M | ||
| Q2 24 | $267.5M | $163.1M |
自由现金流EFXMKC
| Q2 26 | — | — | ||
| Q4 25 | $340.8M | — | ||
| Q3 25 | $437.9M | $206.1M | ||
| Q2 25 | $238.9M | $-2.4M | ||
| Q1 25 | $116.7M | $78.4M | ||
| Q4 24 | $205.9M | — | ||
| Q3 24 | $355.5M | $102.7M | ||
| Q2 24 | $130.8M | $94.8M |
自由现金流率EFXMKC
| Q2 26 | — | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 28.3% | 11.9% | ||
| Q2 25 | 15.5% | -0.1% | ||
| Q1 25 | 8.1% | 4.9% | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 24.7% | 6.1% | ||
| Q2 24 | 9.1% | 5.8% |
资本支出强度EFXMKC
| Q2 26 | 7.3% | — | ||
| Q4 25 | 8.4% | — | ||
| Q3 25 | 7.9% | 3.1% | ||
| Q2 25 | 8.0% | 2.9% | ||
| Q1 25 | 7.4% | 2.3% | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 8.6% | 3.5% | ||
| Q2 24 | 9.6% | 4.2% |
现金转化率EFXMKC
| Q2 26 | — | — | ||
| Q4 25 | 2.68× | 2.39× | ||
| Q3 25 | 3.50× | 1.15× | ||
| Q2 25 | 1.89× | 0.26× | ||
| Q1 25 | 1.68× | 0.71× | ||
| Q4 24 | 1.87× | 2.13× | ||
| Q3 24 | 3.39× | 0.72× | ||
| Q2 24 | 1.63× | 0.89× |
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
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $448.1M | 27% |
| Other | $381.5M | 23% |
| Employer Services | $116.4M | 7% |
| Asia Pacific | $79.7M | 5% |
| Financial Marketing Services | $51.8M | 3% |
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
