vs
国际香精香料（IFF）与NEWMARKET CORP（NEU）财务数据对比。点击上方公司名可切换其他公司
国际香精香料的季度营收约是NEWMARKET CORP的3.9倍（$2.6B vs $669.7M）。NEWMARKET CORP净利率更高（17.6% vs 0.2%，领先17.4%）。NEWMARKET CORP同比增速更快（-4.5% vs -6.6%）。过去两年NEWMARKET CORP的营收复合增速更高（-2.9% vs -5.5%）
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
Newmarket Corporation是美国上市企业，主营业务服务于石油添加剂行业，总部位于弗吉尼亚州里士满，业务布局覆盖北美、拉美、欧洲、中东及亚太地区，其前身为1887年成立的阿尔伯马尔造纸制造公司。
IFF vs NEU — 直观对比
营收规模更大
IFF
是对方的3.9倍
$669.7M
营收增速更快
NEU
高出2.1%
-6.6%
净利率更高
NEU
高出17.4%
0.2%
两年增速更快
NEU
近两年复合增速
-5.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $669.7M |
| 净利润 | $5.0M | $118.1M |
| 毛利率 | 34.4% | 33.0% |
| 营业利润率 | 3.7% | 21.4% |
| 净利率 | 0.2% | 17.6% |
| 营收同比 | -6.6% | -4.5% |
| 净利润同比 | 110.9% | -6.3% |
| 每股收益（稀释后） | $0.03 | $12.62 |
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IFFNEU
| Q1 26 | — | $669.7M | ||
| Q4 25 | $2.6B | $635.4M | ||
| Q3 25 | $2.7B | $690.3M | ||
| Q2 25 | $2.8B | $698.5M | ||
| Q1 25 | $2.8B | $700.9M | ||
| Q4 24 | $2.8B | $654.6M | ||
| Q3 24 | $2.9B | $724.9M | ||
| Q2 24 | $2.9B | $710.2M |
净利润IFFNEU
| Q1 26 | — | $118.1M | ||
| Q4 25 | $5.0M | $81.3M | ||
| Q3 25 | $40.0M | $100.3M | ||
| Q2 25 | $612.0M | $111.2M | ||
| Q1 25 | $-1.0B | $125.9M | ||
| Q4 24 | $-46.0M | $110.7M | ||
| Q3 24 | $59.0M | $132.3M | ||
| Q2 24 | $170.0M | $111.6M |
毛利率IFFNEU
| Q1 26 | — | 33.0% | ||
| Q4 25 | 34.4% | 30.0% | ||
| Q3 25 | 36.5% | 30.4% | ||
| Q2 25 | 37.3% | 31.6% | ||
| Q1 25 | 36.4% | 33.7% | ||
| Q4 24 | 35.4% | 31.7% | ||
| Q3 24 | 36.0% | 33.6% | ||
| Q2 24 | 37.0% | 30.8% |
营业利润率IFFNEU
| Q1 26 | — | 21.4% | ||
| Q4 25 | 3.7% | 17.3% | ||
| Q3 25 | 8.4% | 18.9% | ||
| Q2 25 | 7.2% | 20.5% | ||
| Q1 25 | -31.8% | 22.8% | ||
| Q4 24 | 4.6% | 20.3% | ||
| Q3 24 | 8.5% | 23.4% | ||
| Q2 24 | 6.6% | 20.7% |
净利率IFFNEU
| Q1 26 | — | 17.6% | ||
| Q4 25 | 0.2% | 12.8% | ||
| Q3 25 | 1.5% | 14.5% | ||
| Q2 25 | 22.1% | 15.9% | ||
| Q1 25 | -35.8% | 18.0% | ||
| Q4 24 | -1.7% | 16.9% | ||
| Q3 24 | 2.0% | 18.3% | ||
| Q2 24 | 5.9% | 15.7% |
每股收益（稀释后）IFFNEU
| Q1 26 | — | $12.62 | ||
| Q4 25 | $0.03 | $8.67 | ||
| Q3 25 | $0.16 | $10.67 | ||
| Q2 25 | $2.38 | $11.84 | ||
| Q1 25 | $-3.98 | $13.26 | ||
| Q4 24 | $-0.17 | $11.57 | ||
| Q3 24 | $0.23 | $13.79 | ||
| Q2 24 | $0.66 | $11.63 |
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 | $590.0M | $73.2M |
| 总债务越低越好 | $5.6B | $939.6M |
| 股东权益账面价值 | $14.2B | $1.7B |
| 总资产 | $25.5B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.40× | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资IFFNEU
| Q1 26 | — | $73.2M | ||
| Q4 25 | $590.0M | $77.6M | ||
| Q3 25 | $621.0M | $102.5M | ||
| Q2 25 | $816.0M | $70.3M | ||
| Q1 25 | $613.0M | $118.3M | ||
| Q4 24 | $469.0M | $77.5M | ||
| Q3 24 | $567.0M | $80.3M | ||
| Q2 24 | $671.0M | $87.6M |
总债务IFFNEU
| Q1 26 | — | $939.6M | ||
| Q4 25 | $5.6B | $883.4M | ||
| Q3 25 | — | $783.1M | ||
| Q2 25 | — | $841.8M | ||
| Q1 25 | — | $990.6M | ||
| Q4 24 | $8.9B | $971.3M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B |
股东权益IFFNEU
| Q1 26 | — | $1.7B | ||
| Q4 25 | $14.2B | $1.8B | ||
| Q3 25 | $14.2B | $1.7B | ||
| Q2 25 | $14.4B | $1.6B | ||
| Q1 25 | $13.2B | $1.5B | ||
| Q4 24 | $13.9B | $1.5B | ||
| Q3 24 | $14.8B | $1.4B | ||
| Q2 24 | $14.3B | $1.2B |
总资产IFFNEU
| Q1 26 | — | $3.5B | ||
| Q4 25 | $25.5B | $3.5B | ||
| Q3 25 | $25.8B | $3.2B | ||
| Q2 25 | $26.1B | $3.2B | ||
| Q1 25 | $28.3B | $3.2B | ||
| Q4 24 | $28.7B | $3.1B | ||
| Q3 24 | $29.9B | $3.2B | ||
| Q2 24 | $29.5B | $3.2B |
负债/权益比IFFNEU
| Q1 26 | — | 0.54× | ||
| Q4 25 | 0.40× | 0.50× | ||
| Q3 25 | — | 0.46× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | 0.64× | 0.66× | ||
| Q3 24 | — | 0.80× | ||
| Q2 24 | — | 0.95× |
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 | $318.0M | — |
| 自由现金流经营现金流 - 资本支出 | $130.0M | — |
| 自由现金流率自由现金流/营收 | 5.0% | — |
| 资本支出强度资本支出/营收 | 7.3% | 3.6% |
| 现金转化率经营现金流/净利润 | 63.60× | — |
| 过去12个月自由现金流最近4个季度 | $256.0M | — |
8季度趋势，按日历期对齐
经营现金流IFFNEU
| Q1 26 | — | — | ||
| Q4 25 | $318.0M | $145.2M | ||
| Q3 25 | $164.0M | $142.4M | ||
| Q2 25 | $241.0M | $161.1M | ||
| Q1 25 | $127.0M | $120.3M | ||
| Q4 24 | $368.0M | $185.2M | ||
| Q3 24 | $366.0M | $116.6M | ||
| Q2 24 | $237.0M | $115.0M |
自由现金流IFFNEU
| Q1 26 | — | — | ||
| Q4 25 | $130.0M | $117.2M | ||
| Q3 25 | $32.0M | $122.1M | ||
| Q2 25 | $146.0M | $144.8M | ||
| Q1 25 | $-52.0M | $107.3M | ||
| Q4 24 | $208.0M | $170.6M | ||
| Q3 24 | $263.0M | $102.4M | ||
| Q2 24 | $155.0M | $100.0M |
自由现金流率IFFNEU
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 18.4% | ||
| Q3 25 | 1.2% | 17.7% | ||
| Q2 25 | 5.3% | 20.7% | ||
| Q1 25 | -1.8% | 15.3% | ||
| Q4 24 | 7.5% | 26.1% | ||
| Q3 24 | 9.0% | 14.1% | ||
| Q2 24 | 5.4% | 14.1% |
资本支出强度IFFNEU
| Q1 26 | — | 3.6% | ||
| Q4 25 | 7.3% | 4.4% | ||
| Q3 25 | 4.9% | 2.9% | ||
| Q2 25 | 3.4% | 2.3% | ||
| Q1 25 | 6.3% | 1.9% | ||
| Q4 24 | 5.8% | 2.2% | ||
| Q3 24 | 3.5% | 2.0% | ||
| Q2 24 | 2.8% | 2.1% |
现金转化率IFFNEU
| Q1 26 | — | — | ||
| Q4 25 | 63.60× | 1.79× | ||
| Q3 25 | 4.10× | 1.42× | ||
| Q2 25 | 0.39× | 1.45× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 1.67× | ||
| Q3 24 | 6.20× | 0.88× | ||
| Q2 24 | 1.39× | 1.03× |
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
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
NEU
暂无分部数据
