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Mama's Creations, Inc.（MAMA）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Mama's Creations, Inc.的123.7倍（$5.8B vs $47.3M）。奥驰亚净利率更高（19.1% vs 1.1%，领先18.0%）。Mama's Creations, Inc.同比增速更快（50.0% vs -2.1%）。奥驰亚自由现金流更多（$3.2B vs $3.7M）。过去两年Mama's Creations, Inc.的营收复合增速更高（33.0% vs 2.4%）
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
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。
MAMA vs MO — 直观对比
营收规模更大
MO
是对方的123.7倍
$47.3M
营收增速更快
MAMA
高出52.1%
-2.1%
净利率更高
MO
高出18.0%
1.1%
自由现金流更多
MO
多$3.2B
$3.7M
两年增速更快
MAMA
近两年复合增速
2.4%
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $47.3M | $5.8B |
| 净利润 | $540.0K | $1.1B |
| 毛利率 | 23.6% | 62.1% |
| 营业利润率 | 1.7% | 28.2% |
| 净利率 | 1.1% | 19.1% |
| 营收同比 | 50.0% | -2.1% |
| 净利润同比 | 31.7% | -63.2% |
| 每股收益（稀释后） | $0.01 | $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MAMAMO
| Q4 25 | $47.3M | $5.8B | ||
| Q3 25 | $35.2M | $6.1B | ||
| Q2 25 | $35.3M | $6.1B | ||
| Q1 25 | $33.6M | $5.3B | ||
| Q4 24 | $31.5M | $6.0B | ||
| Q3 24 | $28.4M | $6.3B | ||
| Q2 24 | $29.8M | $6.2B | ||
| Q1 24 | $26.7M | $5.6B |
净利润MAMAMO
| Q4 25 | $540.0K | $1.1B | ||
| Q3 25 | $1.3M | $2.4B | ||
| Q2 25 | $1.2M | $2.4B | ||
| Q1 25 | $1.6M | $1.1B | ||
| Q4 24 | $410.0K | $3.0B | ||
| Q3 24 | $1.1M | $2.3B | ||
| Q2 24 | $553.0K | $3.8B | ||
| Q1 24 | $1.4M | $2.1B |
毛利率MAMAMO
| Q4 25 | 23.6% | 62.1% | ||
| Q3 25 | 24.9% | 62.8% | ||
| Q2 25 | 26.1% | 63.1% | ||
| Q1 25 | 27.0% | 61.8% | ||
| Q4 24 | 22.6% | 60.3% | ||
| Q3 24 | 24.2% | 60.8% | ||
| Q2 24 | 25.0% | 59.2% | ||
| Q1 24 | 29.3% | 58.8% |
营业利润率MAMAMO
| Q4 25 | 1.7% | 28.2% | ||
| Q3 25 | 4.8% | 53.2% | ||
| Q2 25 | 4.5% | 52.9% | ||
| Q1 25 | 5.7% | 34.0% | ||
| Q4 24 | 1.8% | 48.2% | ||
| Q3 24 | 5.7% | 50.4% | ||
| Q2 24 | 2.6% | 40.8% | ||
| Q1 24 | 7.4% | 48.0% |
净利率MAMAMO
| Q4 25 | 1.1% | 19.1% | ||
| Q3 25 | 3.6% | 39.1% | ||
| Q2 25 | 3.5% | 39.0% | ||
| Q1 25 | 4.8% | 20.5% | ||
| Q4 24 | 1.3% | 50.9% | ||
| Q3 24 | 4.0% | 36.6% | ||
| Q2 24 | 1.9% | 61.2% | ||
| Q1 24 | 5.3% | 38.2% |
每股收益（稀释后）MAMAMO
| Q4 25 | $0.01 | $0.67 | ||
| Q3 25 | $0.03 | $1.41 | ||
| Q2 25 | $0.03 | $1.41 | ||
| Q1 25 | $0.04 | $0.63 | ||
| Q4 24 | $0.01 | $1.78 | ||
| Q3 24 | $0.03 | $1.34 | ||
| Q2 24 | $0.01 | $2.21 | ||
| Q1 24 | $0.03 | $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 | $18.1M | $4.5B |
| 总债务越低越好 | — | $25.7B |
| 股东权益账面价值 | $49.6M | $-3.5B |
| 总资产 | $84.0M | $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MAMAMO
| Q4 25 | $18.1M | $4.5B | ||
| Q3 25 | $9.4M | $3.5B | ||
| Q2 25 | $12.0M | $1.3B | ||
| Q1 25 | $7.2M | $4.7B | ||
| Q4 24 | $9.3M | $3.1B | ||
| Q3 24 | $7.4M | $1.9B | ||
| Q2 24 | $13.0M | $1.8B | ||
| Q1 24 | $11.0M | $3.6B |
总债务MAMAMO
| 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MAMAMO
| Q4 25 | $49.6M | $-3.5B | ||
| Q3 25 | $29.6M | $-2.6B | ||
| Q2 25 | $26.4M | $-3.3B | ||
| Q1 25 | $24.9M | $-3.5B | ||
| Q4 24 | $23.0M | $-2.2B | ||
| Q3 24 | $22.3M | $-3.5B | ||
| Q2 24 | $20.3M | $-3.0B | ||
| Q1 24 | $19.6M | $-5.1B |
总资产MAMAMO
| Q4 25 | $84.0M | $35.0B | ||
| Q3 25 | $51.2M | $35.0B | ||
| Q2 25 | $52.7M | $32.3B | ||
| Q1 25 | $47.1M | $35.8B | ||
| Q4 24 | $47.9M | $35.2B | ||
| Q3 24 | $43.0M | $34.2B | ||
| Q2 24 | $47.2M | $34.4B | ||
| Q1 24 | $45.1M | $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 | $3.9M | $3.3B |
| 自由现金流经营现金流 - 资本支出 | $3.7M | $3.2B |
| 自由现金流率自由现金流/营收 | 7.8% | 54.4% |
| 资本支出强度资本支出/营收 | 0.4% | 1.6% |
| 现金转化率经营现金流/净利润 | 7.16× | 2.93× |
| 过去12个月自由现金流最近4个季度 | $6.0M | $9.1B |
8季度趋势，按日历期对齐
经营现金流MAMAMO
| Q4 25 | $3.9M | $3.3B | ||
| Q3 25 | $-1.7M | $3.1B | ||
| Q2 25 | $6.0M | $205.0M | ||
| Q1 25 | $-857.0K | $2.7B | ||
| Q4 24 | $4.8M | $3.3B | ||
| Q3 24 | $-2.4M | $2.6B | ||
| Q2 24 | $3.6M | $-75.0M | ||
| Q1 24 | $6.7M | $2.9B |
自由现金流MAMAMO
| Q4 25 | $3.7M | $3.2B | ||
| Q3 25 | $-2.2M | $3.0B | ||
| Q2 25 | $5.5M | $173.0M | ||
| Q1 25 | $-930.0K | $2.7B | ||
| Q4 24 | $2.5M | $3.3B | ||
| Q3 24 | $-4.0M | $2.6B | ||
| Q2 24 | $2.5M | $-104.0M | ||
| Q1 24 | $6.6M | $2.8B |
自由现金流率MAMAMO
| Q4 25 | 7.8% | 54.4% | ||
| Q3 25 | -6.2% | 50.1% | ||
| Q2 25 | 15.5% | 2.8% | ||
| Q1 25 | -2.8% | 51.0% | ||
| Q4 24 | 8.0% | 55.1% | ||
| Q3 24 | -14.1% | 41.2% | ||
| Q2 24 | 8.4% | -1.7% | ||
| Q1 24 | 24.8% | 51.0% |
资本支出强度MAMAMO
| Q4 25 | 0.4% | 1.6% | ||
| Q3 25 | 1.5% | 0.9% | ||
| Q2 25 | 1.5% | 0.5% | ||
| Q1 25 | 0.2% | 0.7% | ||
| Q4 24 | 7.2% | 0.8% | ||
| Q3 24 | 5.6% | 0.5% | ||
| Q2 24 | 3.8% | 0.5% | ||
| Q1 24 | 0.4% | 0.6% |
现金转化率MAMAMO
| Q4 25 | 7.16× | 2.93× | ||
| Q3 25 | -1.31× | 1.30× | ||
| Q2 25 | 4.85× | 0.09× | ||
| Q1 25 | -0.54× | 2.53× | ||
| Q4 24 | 11.71× | 1.10× | ||
| Q3 24 | -2.10× | 1.14× | ||
| Q2 24 | 6.58× | -0.02× | ||
| Q1 24 | 4.79× | 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
MAMA
暂无分部数据
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
