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爱德华生命科学(EW)与百胜餐饮集团(YUM)财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是爱德华生命科学的1.5倍($2.5B vs $1.6B),爱德华生命科学净利率更高(23.1% vs 21.3%,领先1.8%),爱德华生命科学同比增速更快(16.7% vs 6.5%),过去两年百胜餐饮集团的营收复合增速更高(25.5% vs 9.7%)
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业,专注于人工心脏瓣膜及血流动力学监测领域,其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质,搭配球囊扩张式钴铬合金支架,可通过导管完成植入。
百胜餐饮集团是美国跨国快餐企业,前身为百事可乐1977年收购肯德基、必胜客、塔可贝尔后成立的子公司,1997年从百事可乐分拆独立。目前集团运营肯德基、必胜客、塔可贝尔、哈比特汉堡等知名餐饮品牌,同时持有多家科技公司为业务发展提供支持。
EW vs YUM — 直观对比
营收规模更大
YUM
是对方的1.5倍
$1.6B
营收增速更快
EW
高出10.2%
6.5%
净利率更高
EW
高出1.8%
21.3%
两年增速更快
YUM
近两年复合增速
9.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $2.5B |
| 净利润 | $380.7M | $535.0M |
| 毛利率 | 78.0% | 67.6% |
| 营业利润率 | 1.8% | 29.3% |
| 净利率 | 23.1% | 21.3% |
| 营收同比 | 16.7% | 6.5% |
| 净利润同比 | 6.8% | 26.5% |
| 每股收益(稀释后) | $0.66 | $1.91 |
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
EW
YUM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.5B | ||
| Q3 25 | $1.6B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $1.8B | ||
| Q2 24 | $1.4B | $1.8B |
净利润
EW
YUM
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $535.0M | ||
| Q3 25 | $291.1M | $397.0M | ||
| Q2 25 | $333.2M | $374.0M | ||
| Q1 25 | $358.0M | $253.0M | ||
| Q4 24 | $385.6M | $423.0M | ||
| Q3 24 | $3.1B | $382.0M | ||
| Q2 24 | $366.3M | $367.0M |
毛利率
EW
YUM
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 67.6% | ||
| Q3 25 | 77.8% | 70.3% | ||
| Q2 25 | 77.5% | 71.0% | ||
| Q1 25 | 78.7% | 70.9% | ||
| Q4 24 | 78.9% | 69.2% | ||
| Q3 24 | 80.6% | 71.4% | ||
| Q2 24 | 79.9% | 73.3% |
营业利润率
EW
YUM
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 29.3% | ||
| Q3 25 | 19.8% | 33.7% | ||
| Q2 25 | 26.8% | 32.2% | ||
| Q1 25 | 27.9% | 30.7% | ||
| Q4 24 | 22.6% | 27.8% | ||
| Q3 24 | 25.9% | 33.9% | ||
| Q2 24 | 26.8% | 34.4% |
净利率
EW
YUM
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 21.3% | ||
| Q3 25 | 18.7% | 20.1% | ||
| Q2 25 | 21.7% | 19.3% | ||
| Q1 25 | 25.3% | 14.2% | ||
| Q4 24 | 27.8% | 17.9% | ||
| Q3 24 | 226.7% | 20.9% | ||
| Q2 24 | 26.7% | 20.8% |
每股收益(稀释后)
EW
YUM
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $1.91 | ||
| Q3 25 | $0.50 | $1.41 | ||
| Q2 25 | $0.56 | $1.33 | ||
| Q1 25 | $0.61 | $0.90 | ||
| Q4 24 | $0.65 | $1.49 | ||
| Q3 24 | $5.13 | $1.35 | ||
| Q2 24 | $0.61 | $1.28 |
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 | — | $709.0M |
| 总债务越低越好 | — | $11.9B |
| 股东权益账面价值 | — | $-7.3B |
| 总资产 | — | $8.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $709.0M | ||
| Q3 25 | $3.8B | $1.0B | ||
| Q2 25 | $4.1B | $677.0M | ||
| Q1 25 | $3.9B | $607.0M | ||
| Q4 24 | $4.0B | $707.0M | ||
| Q3 24 | $4.4B | $548.0M | ||
| Q2 24 | $2.0B | $520.0M |
总债务
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | — | $11.9B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | — | $10.4B | ||
| Q1 25 | — | $11.3B | ||
| Q4 24 | — | $11.3B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $11.1B |
股东权益
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $-7.3B | ||
| Q3 25 | $10.2B | $-7.5B | ||
| Q2 25 | $10.5B | $-7.7B | ||
| Q1 25 | $10.1B | $-7.8B | ||
| Q4 24 | $10.0B | $-7.6B | ||
| Q3 24 | $9.5B | $-7.7B | ||
| Q2 24 | $7.4B | $-7.6B |
总资产
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $8.2B | ||
| Q3 25 | $13.3B | $7.2B | ||
| Q2 25 | $13.5B | $6.9B | ||
| Q1 25 | $13.0B | $6.7B | ||
| Q4 24 | $13.1B | $6.7B | ||
| Q3 24 | $13.0B | $6.5B | ||
| Q2 24 | $10.1B | $6.4B |
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 | — | $617.0M |
| 自由现金流经营现金流 - 资本支出 | — | $482.0M |
| 自由现金流率自由现金流/营收 | — | 19.2% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | — | 1.15× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势,按日历期对齐
经营现金流
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $617.0M | ||
| Q3 25 | $573.7M | $543.0M | ||
| Q2 25 | $290.2M | $446.0M | ||
| Q1 25 | $280.4M | $404.0M | ||
| Q4 24 | $-127.5M | $513.0M | ||
| Q3 24 | $351.8M | $471.0M | ||
| Q2 24 | $371.5M | $342.0M |
自由现金流
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $482.0M | ||
| Q3 25 | $516.2M | $449.0M | ||
| Q2 25 | $240.9M | $375.0M | ||
| Q1 25 | $224.4M | $333.0M | ||
| Q4 24 | $-177.3M | $407.0M | ||
| Q3 24 | $299.9M | $419.0M | ||
| Q2 24 | $286.1M | $292.0M |
自由现金流率
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 19.2% | ||
| Q3 25 | 33.2% | 22.7% | ||
| Q2 25 | 15.7% | 19.4% | ||
| Q1 25 | 15.9% | 18.6% | ||
| Q4 24 | -12.8% | 17.2% | ||
| Q3 24 | 22.1% | 22.9% | ||
| Q2 24 | 20.9% | 16.6% |
资本支出强度
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 5.4% | ||
| Q3 25 | 3.7% | 4.7% | ||
| Q2 25 | 3.2% | 3.7% | ||
| Q1 25 | 4.0% | 4.0% | ||
| Q4 24 | 3.6% | 4.5% | ||
| Q3 24 | 3.8% | 2.8% | ||
| Q2 24 | 6.2% | 2.8% |
现金转化率
EW
YUM
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 1.15× | ||
| Q3 25 | 1.97× | 1.37× | ||
| Q2 25 | 0.87× | 1.19× | ||
| Q1 25 | 0.78× | 1.60× | ||
| Q4 24 | -0.33× | 1.21× | ||
| Q3 24 | 0.11× | 1.23× | ||
| Q2 24 | 1.01× | 0.93× |
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
EW
暂无分部数据
YUM
| Other | $1.5B | 59% |
| Advertising | $547.0M | 22% |
| Pizza Hut Global Division | $303.0M | 12% |
| The Habit Burger Grill Global Division | $174.0M | 7% |
| Real Estate | $4.0M | 0% |