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NATIONAL BEVERAGE CORP（FIZZ）与奥驰亚（MO）财务数据对比。点击上方公司名可切换其他公司
奥驰亚的季度营收约是NATIONAL BEVERAGE CORP的20.3倍（$5.8B vs $288.3M）。奥驰亚净利率更高（19.1% vs 16.1%，领先3.0%）。NATIONAL BEVERAGE CORP同比增速更快（-1.0% vs -2.1%）。奥驰亚自由现金流更多（$3.2B vs $19.9M）。过去两年NATIONAL BEVERAGE CORP的营收复合增速更高（3.3% vs 2.4%）
国家饮料公司是美国的饮料开发、生产及分销企业，总部位于佛罗里达州劳德代尔堡，主打风味软饮产品，旗下知名品牌包括LaCroix气泡水、Shasta和Faygo等，产品覆盖美国多地消费市场。
奥驰亚集团是美国头部烟草企业，通过旗下子公司生产销售可燃烟草与口服类烟草相关产品，核心品牌包括万宝路香烟、Black & Mild雪茄及烟斗烟、哥本哈根、斯库尔等湿无烟烟草，以及on!口服尼古丁袋，产品主要供应批发商、分销商及大型零售客户。
FIZZ vs MO — 直观对比
营收规模更大
MO
是对方的20.3倍
$288.3M
营收增速更快
FIZZ
高出1.2%
-2.1%
净利率更高
MO
高出3.0%
16.1%
自由现金流更多
MO
多$3.2B
$19.9M
两年增速更快
FIZZ
近两年复合增速
2.4%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $288.3M | $5.8B |
| 净利润 | $46.4M | $1.1B |
| 毛利率 | 37.9% | 62.1% |
| 营业利润率 | 20.1% | 28.2% |
| 净利率 | 16.1% | 19.1% |
| 营收同比 | -1.0% | -2.1% |
| 净利润同比 | 1.6% | -63.2% |
| 每股收益（稀释后） | $0.49 | $0.67 |
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FIZZMO
| Q4 25 | $288.3M | $5.8B | ||
| Q3 25 | $330.5M | $6.1B | ||
| Q2 25 | $313.6M | $6.1B | ||
| Q1 25 | $267.1M | $5.3B | ||
| Q4 24 | $291.2M | $6.0B | ||
| Q3 24 | $329.5M | $6.3B | ||
| Q2 24 | $297.3M | $6.2B | ||
| Q1 24 | $270.1M | $5.6B |
净利润FIZZMO
| Q4 25 | $46.4M | $1.1B | ||
| Q3 25 | $55.8M | $2.4B | ||
| Q2 25 | $44.8M | $2.4B | ||
| Q1 25 | $39.6M | $1.1B | ||
| Q4 24 | $45.6M | $3.0B | ||
| Q3 24 | $56.8M | $2.3B | ||
| Q2 24 | $43.7M | $3.8B | ||
| Q1 24 | $39.6M | $2.1B |
毛利率FIZZMO
| Q4 25 | 37.9% | 62.1% | ||
| Q3 25 | 38.0% | 62.8% | ||
| Q2 25 | 36.1% | 63.1% | ||
| Q1 25 | 37.1% | 61.8% | ||
| Q4 24 | 37.6% | 60.3% | ||
| Q3 24 | 37.2% | 60.8% | ||
| Q2 24 | 36.7% | 59.2% | ||
| Q1 24 | 35.9% | 58.8% |
营业利润率FIZZMO
| Q4 25 | 20.1% | 28.2% | ||
| Q3 25 | 21.4% | 53.2% | ||
| Q2 25 | 18.3% | 52.9% | ||
| Q1 25 | 18.9% | 34.0% | ||
| Q4 24 | 19.9% | 48.2% | ||
| Q3 24 | 21.1% | 50.4% | ||
| Q2 24 | 17.8% | 40.8% | ||
| Q1 24 | 17.8% | 48.0% |
净利率FIZZMO
| Q4 25 | 16.1% | 19.1% | ||
| Q3 25 | 16.9% | 39.1% | ||
| Q2 25 | 14.3% | 39.0% | ||
| Q1 25 | 14.8% | 20.5% | ||
| Q4 24 | 15.7% | 50.9% | ||
| Q3 24 | 17.2% | 36.6% | ||
| Q2 24 | 14.7% | 61.2% | ||
| Q1 24 | 14.7% | 38.2% |
每股收益（稀释后）FIZZMO
| Q4 25 | $0.49 | $0.67 | ||
| Q3 25 | $0.60 | $1.41 | ||
| Q2 25 | $0.47 | $1.41 | ||
| Q1 25 | $0.42 | $0.63 | ||
| Q4 24 | $0.49 | $1.78 | ||
| Q3 24 | $0.61 | $1.34 | ||
| Q2 24 | $-52.00 | $2.21 | ||
| Q1 24 | $0.42 | $1.21 |
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 | $269.3M | $4.5B |
| 总债务越低越好 | — | $25.7B |
| 股东权益账面价值 | $551.3M | $-3.5B |
| 总资产 | $749.0M | $35.0B |
| 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FIZZMO
| Q4 25 | $269.3M | $4.5B | ||
| Q3 25 | $249.8M | $3.5B | ||
| Q2 25 | $193.8M | $1.3B | ||
| Q1 25 | $149.2M | $4.7B | ||
| Q4 24 | $112.8M | $3.1B | ||
| Q3 24 | $77.0M | $1.9B | ||
| Q2 24 | $327.0M | $1.8B | ||
| Q1 24 | $277.0M | $3.6B |
总债务FIZZMO
| Q4 25 | — | $25.7B | ||
| Q3 25 | — | $25.7B | ||
| Q2 25 | — | $24.7B | ||
| Q1 25 | — | $26.1B | ||
| Q4 24 | — | $24.9B | ||
| Q3 24 | — | $25.2B | ||
| Q2 24 | — | $25.0B | ||
| Q1 24 | — | $25.0B |
股东权益FIZZMO
| Q4 25 | $551.3M | $-3.5B | ||
| Q3 25 | $504.1M | $-2.6B | ||
| Q2 25 | $444.0M | $-3.3B | ||
| Q1 25 | $400.2M | $-3.5B | ||
| Q4 24 | $360.1M | $-2.2B | ||
| Q3 24 | $306.6M | $-3.5B | ||
| Q2 24 | $559.5M | $-3.0B | ||
| Q1 24 | $510.2M | $-5.1B |
总资产FIZZMO
| Q4 25 | $749.0M | $35.0B | ||
| Q3 25 | $737.8M | $35.0B | ||
| Q2 25 | $672.9M | $32.3B | ||
| Q1 25 | $594.0M | $35.8B | ||
| Q4 24 | $557.4M | $35.2B | ||
| Q3 24 | $522.6M | $34.2B | ||
| Q2 24 | $770.2M | $34.4B | ||
| Q1 24 | $719.9M | $36.5B |
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 | $25.7M | $3.3B |
| 自由现金流经营现金流 - 资本支出 | $19.9M | $3.2B |
| 自由现金流率自由现金流/营收 | 6.9% | 54.4% |
| 资本支出强度资本支出/营收 | 2.0% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.55× | 2.93× |
| 过去12个月自由现金流最近4个季度 | $156.8M | $9.1B |
8季度趋势，按日历期对齐
经营现金流FIZZMO
| Q4 25 | $25.7M | $3.3B | ||
| Q3 25 | $59.1M | $3.1B | ||
| Q2 25 | $60.1M | $205.0M | ||
| Q1 25 | $46.5M | $2.7B | ||
| Q4 24 | $42.6M | $3.3B | ||
| Q3 24 | $57.5M | $2.6B | ||
| Q2 24 | $60.4M | $-75.0M | ||
| Q1 24 | $35.4M | $2.9B |
自由现金流FIZZMO
| Q4 25 | $19.9M | $3.2B | ||
| Q3 25 | $56.0M | $3.0B | ||
| Q2 25 | $44.6M | $173.0M | ||
| Q1 25 | $36.3M | $2.7B | ||
| Q4 24 | $35.7M | $3.3B | ||
| Q3 24 | $53.8M | $2.6B | ||
| Q2 24 | $49.6M | $-104.0M | ||
| Q1 24 | $28.7M | $2.8B |
自由现金流率FIZZMO
| Q4 25 | 6.9% | 54.4% | ||
| Q3 25 | 16.9% | 50.1% | ||
| Q2 25 | 14.2% | 2.8% | ||
| Q1 25 | 13.6% | 51.0% | ||
| Q4 24 | 12.3% | 55.1% | ||
| Q3 24 | 16.3% | 41.2% | ||
| Q2 24 | 16.7% | -1.7% | ||
| Q1 24 | 10.6% | 51.0% |
资本支出强度FIZZMO
| Q4 25 | 2.0% | 1.6% | ||
| Q3 25 | 0.9% | 0.9% | ||
| Q2 25 | 4.9% | 0.5% | ||
| Q1 25 | 3.8% | 0.7% | ||
| Q4 24 | 2.4% | 0.8% | ||
| Q3 24 | 1.1% | 0.5% | ||
| Q2 24 | 3.6% | 0.5% | ||
| Q1 24 | 2.5% | 0.6% |
现金转化率FIZZMO
| Q4 25 | 0.55× | 2.93× | ||
| Q3 25 | 1.06× | 1.30× | ||
| Q2 25 | 1.34× | 0.09× | ||
| Q1 25 | 1.17× | 2.53× | ||
| Q4 24 | 0.93× | 1.10× | ||
| Q3 24 | 1.01× | 1.14× | ||
| Q2 24 | 1.38× | -0.02× | ||
| Q1 24 | 0.89× | 1.35× |
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
FIZZ
暂无分部数据
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
