vs
GRIFFON CORP（GFF）与康宝莱（HLF）财务数据对比。点击上方公司名可切换其他公司
康宝莱的季度营收约是GRIFFON CORP的2.0倍（$1.3B vs $649.1M），GRIFFON CORP净利率更高（9.9% vs 6.7%，领先3.3%），康宝莱同比增速更快（6.3% vs 2.6%），GRIFFON CORP自由现金流更多（$99.3M vs $79.8M），过去两年康宝莱的营收复合增速更高（0.7% vs -1.8%）
格里芬公司是总部位于纽约的跨国多元化控股集团，业务覆盖多领域运营，旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市，是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
康宝莱是美国跨国多层次营销企业，主营膳食补充剂的研发与销售。该公司曾被指控涉嫌金字塔骗局欺诈运营，2016年与美国证监会达成协议后调整了薪酬体系，将经销商奖励与可核实的实际销售额挂钩。此外其部分产品曾被曝出引发急性肝炎的相关问题。
GFF vs HLF — 直观对比
营收规模更大
HLF
是对方的2.0倍
$649.1M
营收增速更快
HLF
高出3.6%
2.6%
净利率更高
GFF
高出3.3%
6.7%
自由现金流更多
GFF
多$19.5M
$79.8M
两年增速更快
HLF
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $649.1M | $1.3B |
| 净利润 | $64.4M | $85.4M |
| 毛利率 | 41.1% | 77.5% |
| 营业利润率 | 17.5% | 7.8% |
| 净利率 | 9.9% | 6.7% |
| 营收同比 | 2.6% | 6.3% |
| 净利润同比 | -9.1% | -52.0% |
| 每股收益（稀释后） | $1.41 | $0.81 |
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GFFHLF
| Q4 25 | $649.1M | $1.3B | ||
| Q3 25 | $662.2M | $1.3B | ||
| Q2 25 | $613.6M | $1.3B | ||
| Q1 25 | $611.7M | $1.2B | ||
| Q4 24 | $632.4M | $1.2B | ||
| Q3 24 | $659.7M | $1.2B | ||
| Q2 24 | $647.8M | $1.3B | ||
| Q1 24 | $672.9M | $1.3B |
净利润GFFHLF
| Q4 25 | $64.4M | $85.4M | ||
| Q3 25 | $43.6M | $43.2M | ||
| Q2 25 | $-120.1M | $49.3M | ||
| Q1 25 | $56.8M | $50.4M | ||
| Q4 24 | $70.9M | $177.9M | ||
| Q3 24 | $62.5M | $47.4M | ||
| Q2 24 | $41.1M | $4.7M | ||
| Q1 24 | $64.1M | $24.3M |
毛利率GFFHLF
| Q4 25 | 41.1% | 77.5% | ||
| Q3 25 | 41.7% | 77.7% | ||
| Q2 25 | 43.2% | 78.0% | ||
| Q1 25 | 41.2% | 78.3% | ||
| Q4 24 | 41.8% | 77.8% | ||
| Q3 24 | 39.9% | 78.3% | ||
| Q2 24 | 38.5% | 77.9% | ||
| Q1 24 | 40.2% | 77.5% |
营业利润率GFFHLF
| Q4 25 | 17.5% | 7.8% | ||
| Q3 25 | 18.0% | 9.9% | ||
| Q2 25 | -20.5% | 10.5% | ||
| Q1 25 | 16.5% | 10.1% | ||
| Q4 24 | 17.7% | 8.8% | ||
| Q3 24 | 16.9% | 10.2% | ||
| Q2 24 | 13.8% | 6.3% | ||
| Q1 24 | 16.9% | 5.7% |
净利率GFFHLF
| Q4 25 | 9.9% | 6.7% | ||
| Q3 25 | 6.6% | 3.4% | ||
| Q2 25 | -19.6% | 3.9% | ||
| Q1 25 | 9.3% | 4.1% | ||
| Q4 24 | 11.2% | 14.7% | ||
| Q3 24 | 9.5% | 3.8% | ||
| Q2 24 | 6.3% | 0.4% | ||
| Q1 24 | 9.5% | 1.9% |
每股收益（稀释后）GFFHLF
| Q4 25 | $1.41 | $0.81 | ||
| Q3 25 | $1.04 | $0.42 | ||
| Q2 25 | $-2.65 | $0.48 | ||
| Q1 25 | $1.21 | $0.49 | ||
| Q4 24 | $1.49 | $1.75 | ||
| Q3 24 | $1.29 | $0.46 | ||
| Q2 24 | $0.84 | $0.05 | ||
| Q1 24 | $1.28 | $0.24 |
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 | $95.3M | $353.1M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $108.9M | $-515.1M |
| 总资产 | $2.1B | $2.8B |
| 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GFFHLF
| Q4 25 | $95.3M | $353.1M | ||
| Q3 25 | $99.0M | $305.5M | ||
| Q2 25 | $107.3M | $320.9M | ||
| Q1 25 | $127.8M | $329.4M | ||
| Q4 24 | $152.0M | $415.3M | ||
| Q3 24 | $114.4M | $402.5M | ||
| Q2 24 | $133.5M | $374.0M | ||
| Q1 24 | $123.0M | $398.3M |
总债务GFFHLF
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $1.5B | $2.1B | ||
| Q1 25 | $1.5B | $2.2B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $2.3B | ||
| Q2 24 | $1.5B | $2.3B | ||
| Q1 24 | $1.6B | $2.4B |
股东权益GFFHLF
| Q4 25 | $108.9M | $-515.1M | ||
| Q3 25 | $74.0M | $-612.0M | ||
| Q2 25 | $63.9M | $-660.5M | ||
| Q1 25 | $214.7M | $-736.0M | ||
| Q4 24 | $227.8M | $-801.1M | ||
| Q3 24 | $224.9M | $-954.2M | ||
| Q2 24 | $223.5M | $-1.0B | ||
| Q1 24 | $202.2M | $-1.0B |
总资产GFFHLF
| Q4 25 | $2.1B | $2.8B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.3B | $2.7B | ||
| Q4 24 | $2.3B | $2.7B | ||
| Q3 24 | $2.4B | $2.7B | ||
| Q2 24 | $2.4B | $2.6B | ||
| Q1 24 | $2.4B | $2.6B |
负债/权益比GFFHLF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 22.71× | — | ||
| Q1 25 | 7.16× | — | ||
| Q4 24 | 6.48× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 6.74× | — | ||
| Q1 24 | 7.84× | — |
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 | $107.0M | $98.3M |
| 自由现金流经营现金流 - 资本支出 | $99.3M | $79.8M |
| 自由现金流率自由现金流/营收 | 15.3% | 6.2% |
| 资本支出强度资本支出/营收 | 1.2% | 1.4% |
| 现金转化率经营现金流/净利润 | 1.66× | 1.15× |
| 过去12个月自由现金流最近4个季度 | $278.9M | $252.9M |
8季度趋势，按日历期对齐
经营现金流GFFHLF
| Q4 25 | $107.0M | $98.3M | ||
| Q3 25 | $75.0M | $138.8M | ||
| Q2 25 | $123.1M | $96.0M | ||
| Q1 25 | $16.5M | $200.0K | ||
| Q4 24 | $142.9M | $69.6M | ||
| Q3 24 | $72.1M | $99.5M | ||
| Q2 24 | $122.1M | $102.5M | ||
| Q1 24 | $39.8M | $13.8M |
自由现金流GFFHLF
| Q4 25 | $99.3M | $79.8M | ||
| Q3 25 | $62.4M | $118.0M | ||
| Q2 25 | $114.4M | $73.2M | ||
| Q1 25 | $2.8M | $-18.1M | ||
| Q4 24 | $125.5M | $43.9M | ||
| Q3 24 | $51.6M | $72.4M | ||
| Q2 24 | $107.5M | $66.2M | ||
| Q1 24 | $20.8M | $-19.1M |
自由现金流率GFFHLF
| Q4 25 | 15.3% | 6.2% | ||
| Q3 25 | 9.4% | 9.3% | ||
| Q2 25 | 18.6% | 5.8% | ||
| Q1 25 | 0.5% | -1.5% | ||
| Q4 24 | 19.8% | 3.6% | ||
| Q3 24 | 7.8% | 5.8% | ||
| Q2 24 | 16.6% | 5.2% | ||
| Q1 24 | 3.1% | -1.5% |
资本支出强度GFFHLF
| Q4 25 | 1.2% | 1.4% | ||
| Q3 25 | 1.9% | 1.6% | ||
| Q2 25 | 1.4% | 1.8% | ||
| Q1 25 | 2.2% | 1.5% | ||
| Q4 24 | 2.8% | 2.1% | ||
| Q3 24 | 3.1% | 2.2% | ||
| Q2 24 | 2.2% | 2.8% | ||
| Q1 24 | 2.8% | 2.6% |
现金转化率GFFHLF
| Q4 25 | 1.66× | 1.15× | ||
| Q3 25 | 1.72× | 3.21× | ||
| Q2 25 | — | 1.95× | ||
| Q1 25 | 0.29× | 0.00× | ||
| Q4 24 | 2.02× | 0.39× | ||
| Q3 24 | 1.15× | 2.10× | ||
| Q2 24 | 2.97× | 21.81× | ||
| Q1 24 | 0.62× | 0.57× |
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
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
HLF
| Others | $514.4M | 40% |
| Other | $300.0M | 23% |
| IN | $250.3M | 20% |
| MX | $147.2M | 11% |
| VN | $71.1M | 6% |
