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好时（HSY）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是好时的1.4倍（$4.2B vs $3.1B），Raymond James Financial净利率更高（13.5% vs 10.4%，领先3.1%），好时同比增速更快（7.0% vs 3.5%），好时自由现金流更多（$788.5M vs $-56.0M），过去两年Raymond James Financial的营收复合增速更高（7.1% vs -2.5%）
好时公司是总部位于美国宾夕法尼亚州好时镇的跨国糖果企业，也是全球最大的巧克力生产商之一，由米尔顿·S·好时于1894年创立。公司除核心巧克力产品外，还生产饼干、蛋糕等烘焙食品，同时销售奶昔等多类饮品，产品覆盖多个食品品类。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
HSY vs RJF — 直观对比
营收规模更大
RJF
是对方的1.4倍
$3.1B
营收增速更快
HSY
高出3.6%
3.5%
净利率更高
RJF
高出3.1%
10.4%
自由现金流更多
HSY
多$844.5M
$-56.0M
两年增速更快
RJF
近两年复合增速
-2.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $4.2B |
| 净利润 | $320.0M | $563.0M |
| 毛利率 | 37.0% | — |
| 营业利润率 | 14.4% | — |
| 净利率 | 10.4% | 13.5% |
| 营收同比 | 7.0% | 3.5% |
| 净利润同比 | -59.8% | -6.2% |
| 每股收益（稀释后） | — | $2.79 |
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HSYRJF
| Q4 25 | $3.1B | $4.2B | ||
| Q3 25 | $3.2B | $4.2B | ||
| Q2 25 | $2.6B | $3.8B | ||
| Q1 25 | $2.8B | $3.8B | ||
| Q4 24 | $2.9B | $4.0B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $2.1B | $3.8B | ||
| Q1 24 | $3.3B | $3.6B |
净利润HSYRJF
| Q4 25 | $320.0M | $563.0M | ||
| Q3 25 | $276.3M | $604.0M | ||
| Q2 25 | $62.7M | $436.0M | ||
| Q1 25 | $224.2M | $495.0M | ||
| Q4 24 | $796.6M | $600.0M | ||
| Q3 24 | $446.3M | $602.0M | ||
| Q2 24 | $180.9M | $492.0M | ||
| Q1 24 | $797.5M | $476.0M |
毛利率HSYRJF
| Q4 25 | 37.0% | — | ||
| Q3 25 | 32.6% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | 54.0% | — | ||
| Q3 24 | 41.3% | — | ||
| Q2 24 | 40.2% | — | ||
| Q1 24 | 51.5% | — |
营业利润率HSYRJF
| Q4 25 | 14.4% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 7.4% | 14.7% | ||
| Q1 25 | 13.2% | 17.5% | ||
| Q4 24 | 32.5% | 18.6% | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 13.9% | 17.1% | ||
| Q1 24 | 32.5% | 16.7% |
净利率HSYRJF
| Q4 25 | 10.4% | 13.5% | ||
| Q3 25 | 8.7% | 14.4% | ||
| Q2 25 | 2.4% | 11.3% | ||
| Q1 25 | 8.0% | 12.9% | ||
| Q4 24 | 27.6% | 14.9% | ||
| Q3 24 | 14.9% | 15.0% | ||
| Q2 24 | 8.7% | 13.1% | ||
| Q1 24 | 24.5% | 13.1% |
每股收益（稀释后）HSYRJF
| Q4 25 | — | $2.79 | ||
| Q3 25 | — | $2.96 | ||
| Q2 25 | — | $2.12 | ||
| Q1 25 | — | $2.36 | ||
| Q4 24 | — | $2.86 | ||
| Q3 24 | — | $2.85 | ||
| Q2 24 | — | $2.31 | ||
| Q1 24 | — | $2.22 |
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 | — | $9.9B |
| 总债务越低越好 | $4.7B | — |
| 股东权益账面价值 | $4.6B | $12.6B |
| 总资产 | $13.7B | $88.8B |
| 负债/权益比越低杠杆越低 | 1.01× | — |
8季度趋势，按日历期对齐
现金及短期投资HSYRJF
| Q4 25 | — | $9.9B | ||
| Q3 25 | — | $11.4B | ||
| Q2 25 | — | $9.2B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | — | $10.0B | ||
| Q3 24 | — | $11.0B | ||
| Q2 24 | — | $9.1B | ||
| Q1 24 | — | $10.0B |
总债务HSYRJF
| Q4 25 | $4.7B | — | ||
| Q3 25 | $4.7B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $5.2B | — | ||
| Q4 24 | $3.2B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.5B | — | ||
| Q1 24 | $3.8B | — |
股东权益HSYRJF
| Q4 25 | $4.6B | $12.6B | ||
| Q3 25 | $4.6B | $12.5B | ||
| Q2 25 | $4.5B | $12.3B | ||
| Q1 25 | $4.7B | $12.2B | ||
| Q4 24 | $4.7B | $11.9B | ||
| Q3 24 | $4.2B | $11.7B | ||
| Q2 24 | $4.0B | $11.2B | ||
| Q1 24 | $4.1B | $11.0B |
总资产HSYRJF
| Q4 25 | $13.7B | $88.8B | ||
| Q3 25 | $13.6B | $88.2B | ||
| Q2 25 | $13.6B | $84.8B | ||
| Q1 25 | $14.0B | $83.1B | ||
| Q4 24 | $12.9B | $82.3B | ||
| Q3 24 | $12.6B | $83.0B | ||
| Q2 24 | $12.4B | $80.6B | ||
| Q1 24 | $12.4B | $81.2B |
负债/权益比HSYRJF
| Q4 25 | 1.01× | — | ||
| Q3 25 | 1.02× | — | ||
| Q2 25 | 1.15× | — | ||
| Q1 25 | 1.11× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.76× | — | ||
| Q2 24 | 0.87× | — | ||
| Q1 24 | 0.92× | — |
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 | $926.6M | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $788.5M | $-56.0M |
| 自由现金流率自由现金流/营收 | 25.5% | -1.3% |
| 资本支出强度资本支出/营收 | 4.5% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.90× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $1.8B | $1.4B |
8季度趋势，按日历期对齐
经营现金流HSYRJF
| Q4 25 | $926.6M | $-10.0M | ||
| Q3 25 | $841.9M | $796.0M | ||
| Q2 25 | $112.2M | $691.0M | ||
| Q1 25 | $396.7M | $117.0M | ||
| Q4 24 | $941.6M | $830.0M | ||
| Q3 24 | $695.3M | $510.0M | ||
| Q2 24 | $325.6M | $711.0M | ||
| Q1 24 | $569.1M | $391.0M |
自由现金流HSYRJF
| Q4 25 | $788.5M | $-56.0M | ||
| Q3 25 | $756.0M | $752.0M | ||
| Q2 25 | $27.1M | $634.0M | ||
| Q1 25 | $251.2M | $71.0M | ||
| Q4 24 | $807.1M | $789.0M | ||
| Q3 24 | $567.3M | $460.0M | ||
| Q2 24 | $195.5M | $655.0M | ||
| Q1 24 | $355.8M | $342.0M |
自由现金流率HSYRJF
| Q4 25 | 25.5% | -1.3% | ||
| Q3 25 | 23.8% | 17.9% | ||
| Q2 25 | 1.0% | 16.5% | ||
| Q1 25 | 9.0% | 1.8% | ||
| Q4 24 | 28.0% | 19.6% | ||
| Q3 24 | 19.0% | 11.5% | ||
| Q2 24 | 9.4% | 17.4% | ||
| Q1 24 | 10.9% | 9.4% |
资本支出强度HSYRJF
| Q4 25 | 4.5% | 1.1% | ||
| Q3 25 | 2.7% | 1.1% | ||
| Q2 25 | 3.3% | 1.5% | ||
| Q1 25 | 5.2% | 1.2% | ||
| Q4 24 | 4.7% | 1.0% | ||
| Q3 24 | 4.3% | 1.2% | ||
| Q2 24 | 6.3% | 1.5% | ||
| Q1 24 | 6.6% | 1.3% |
现金转化率HSYRJF
| Q4 25 | 2.90× | -0.02× | ||
| Q3 25 | 3.05× | 1.32× | ||
| Q2 25 | 1.79× | 1.58× | ||
| Q1 25 | 1.77× | 0.24× | ||
| Q4 24 | 1.18× | 1.38× | ||
| Q3 24 | 1.56× | 0.85× | ||
| Q2 24 | 1.80× | 1.45× | ||
| Q1 24 | 0.71× | 0.82× |
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
HSY
| Other | $1.8B | 59% |
| North America Salty Snacks Segment | $1.3B | 41% |
RJF
暂无分部数据
