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国际香精香料（IFF）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的季度营收约是国际香精香料的1.6倍（$4.2B vs $2.6B），Raymond James Financial净利率更高（13.5% vs 0.2%，领先13.3%），Raymond James Financial同比增速更快（3.5% vs -6.6%），国际香精香料自由现金流更多（$130.0M vs $-56.0M），过去两年Raymond James Financial的营收复合增速更高（7.1% 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。
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。
IFF vs RJF — 直观对比
营收规模更大
RJF
是对方的1.6倍
$2.6B
营收增速更快
RJF
高出10.1%
-6.6%
净利率更高
RJF
高出13.3%
0.2%
自由现金流更多
IFF
多$186.0M
$-56.0M
两年增速更快
RJF
近两年复合增速
-5.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $4.2B |
| 净利润 | $5.0M | $563.0M |
| 毛利率 | 34.4% | — |
| 营业利润率 | 3.7% | — |
| 净利率 | 0.2% | 13.5% |
| 营收同比 | -6.6% | 3.5% |
| 净利润同比 | 110.9% | -6.2% |
| 每股收益（稀释后） | $0.03 | $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IFFRJF
| Q4 25 | $2.6B | $4.2B | ||
| Q3 25 | $2.7B | $4.2B | ||
| Q2 25 | $2.8B | $3.8B | ||
| Q1 25 | $2.8B | $3.8B | ||
| Q4 24 | $2.8B | $4.0B | ||
| Q3 24 | $2.9B | $4.0B | ||
| Q2 24 | $2.9B | $3.8B | ||
| Q1 24 | $2.9B | $3.6B |
净利润IFFRJF
| Q4 25 | $5.0M | $563.0M | ||
| Q3 25 | $40.0M | $604.0M | ||
| Q2 25 | $612.0M | $436.0M | ||
| Q1 25 | $-1.0B | $495.0M | ||
| Q4 24 | $-46.0M | $600.0M | ||
| Q3 24 | $59.0M | $602.0M | ||
| Q2 24 | $170.0M | $492.0M | ||
| Q1 24 | $60.0M | $476.0M |
毛利率IFFRJF
| Q4 25 | 34.4% | — | ||
| Q3 25 | 36.5% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 36.4% | — | ||
| Q4 24 | 35.4% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 37.0% | — | ||
| Q1 24 | 35.3% | — |
营业利润率IFFRJF
| Q4 25 | 3.7% | — | ||
| Q3 25 | 8.4% | — | ||
| Q2 25 | 7.2% | 14.7% | ||
| Q1 25 | -31.8% | 17.5% | ||
| Q4 24 | 4.6% | 18.6% | ||
| Q3 24 | 8.5% | — | ||
| Q2 24 | 6.6% | 17.1% | ||
| Q1 24 | 6.9% | 16.7% |
净利率IFFRJF
| Q4 25 | 0.2% | 13.5% | ||
| Q3 25 | 1.5% | 14.4% | ||
| Q2 25 | 22.1% | 11.3% | ||
| Q1 25 | -35.8% | 12.9% | ||
| Q4 24 | -1.7% | 14.9% | ||
| Q3 24 | 2.0% | 15.0% | ||
| Q2 24 | 5.9% | 13.1% | ||
| Q1 24 | 2.1% | 13.1% |
每股收益（稀释后）IFFRJF
| Q4 25 | $0.03 | $2.79 | ||
| Q3 25 | $0.16 | $2.96 | ||
| Q2 25 | $2.38 | $2.12 | ||
| Q1 25 | $-3.98 | $2.36 | ||
| Q4 24 | $-0.17 | $2.86 | ||
| Q3 24 | $0.23 | $2.85 | ||
| Q2 24 | $0.66 | $2.31 | ||
| Q1 24 | $0.23 | $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 | $590.0M | $9.9B |
| 总债务越低越好 | $5.6B | — |
| 股东权益账面价值 | $14.2B | $12.6B |
| 总资产 | $25.5B | $88.8B |
| 负债/权益比越低杠杆越低 | 0.40× | — |
8季度趋势，按日历期对齐
现金及短期投资IFFRJF
| Q4 25 | $590.0M | $9.9B | ||
| Q3 25 | $621.0M | $11.4B | ||
| Q2 25 | $816.0M | $9.2B | ||
| Q1 25 | $613.0M | $9.7B | ||
| Q4 24 | $469.0M | $10.0B | ||
| Q3 24 | $567.0M | $11.0B | ||
| Q2 24 | $671.0M | $9.1B | ||
| Q1 24 | $732.0M | $10.0B |
总债务IFFRJF
| Q4 25 | $5.6B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $8.9B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益IFFRJF
| Q4 25 | $14.2B | $12.6B | ||
| Q3 25 | $14.2B | $12.5B | ||
| Q2 25 | $14.4B | $12.3B | ||
| Q1 25 | $13.2B | $12.2B | ||
| Q4 24 | $13.9B | $11.9B | ||
| Q3 24 | $14.8B | $11.7B | ||
| Q2 24 | $14.3B | $11.2B | ||
| Q1 24 | $14.3B | $11.0B |
总资产IFFRJF
| Q4 25 | $25.5B | $88.8B | ||
| Q3 25 | $25.8B | $88.2B | ||
| Q2 25 | $26.1B | $84.8B | ||
| Q1 25 | $28.3B | $83.1B | ||
| Q4 24 | $28.7B | $82.3B | ||
| Q3 24 | $29.9B | $83.0B | ||
| Q2 24 | $29.5B | $80.6B | ||
| Q1 24 | $30.6B | $81.2B |
负债/权益比IFFRJF
| Q4 25 | 0.40× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.64× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $130.0M | $-56.0M |
| 自由现金流率自由现金流/营收 | 5.0% | -1.3% |
| 资本支出强度资本支出/营收 | 7.3% | 1.1% |
| 现金转化率经营现金流/净利润 | 63.60× | -0.02× |
| 过去12个月自由现金流最近4个季度 | $256.0M | $1.4B |
8季度趋势，按日历期对齐
经营现金流IFFRJF
| Q4 25 | $318.0M | $-10.0M | ||
| Q3 25 | $164.0M | $796.0M | ||
| Q2 25 | $241.0M | $691.0M | ||
| Q1 25 | $127.0M | $117.0M | ||
| Q4 24 | $368.0M | $830.0M | ||
| Q3 24 | $366.0M | $510.0M | ||
| Q2 24 | $237.0M | $711.0M | ||
| Q1 24 | $99.0M | $391.0M |
自由现金流IFFRJF
| Q4 25 | $130.0M | $-56.0M | ||
| Q3 25 | $32.0M | $752.0M | ||
| Q2 25 | $146.0M | $634.0M | ||
| Q1 25 | $-52.0M | $71.0M | ||
| Q4 24 | $208.0M | $789.0M | ||
| Q3 24 | $263.0M | $460.0M | ||
| Q2 24 | $155.0M | $655.0M | ||
| Q1 24 | $-19.0M | $342.0M |
自由现金流率IFFRJF
| Q4 25 | 5.0% | -1.3% | ||
| Q3 25 | 1.2% | 17.9% | ||
| Q2 25 | 5.3% | 16.5% | ||
| Q1 25 | -1.8% | 1.8% | ||
| Q4 24 | 7.5% | 19.6% | ||
| Q3 24 | 9.0% | 11.5% | ||
| Q2 24 | 5.4% | 17.4% | ||
| Q1 24 | -0.7% | 9.4% |
资本支出强度IFFRJF
| Q4 25 | 7.3% | 1.1% | ||
| Q3 25 | 4.9% | 1.1% | ||
| Q2 25 | 3.4% | 1.5% | ||
| Q1 25 | 6.3% | 1.2% | ||
| Q4 24 | 5.8% | 1.0% | ||
| Q3 24 | 3.5% | 1.2% | ||
| Q2 24 | 2.8% | 1.5% | ||
| Q1 24 | 4.1% | 1.3% |
现金转化率IFFRJF
| Q4 25 | 63.60× | -0.02× | ||
| Q3 25 | 4.10× | 1.32× | ||
| Q2 25 | 0.39× | 1.58× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 1.38× | ||
| Q3 24 | 6.20× | 0.85× | ||
| Q2 24 | 1.39× | 1.45× | ||
| Q1 24 | 1.65× | 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
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
RJF
暂无分部数据
