vs
美泰（MAT）与味好美（MKC）财务数据对比。点击上方公司名可切换其他公司
味好美的季度营收约是美泰的2.1倍（$1.9B vs $862.2M），味好美净利率更高（12.2% vs 7.1%，领先5.2%），美泰同比增速更快（4.3% vs 2.9%），过去两年味好美的营收复合增速更高（7.5% vs -10.6%）
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
MAT vs MKC — 直观对比
营收规模更大
MKC
是对方的2.1倍
$862.2M
营收增速更快
MAT
高出1.4%
2.9%
净利率更高
MKC
高出5.2%
7.1%
两年增速更快
MKC
近两年复合增速
-10.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $862.2M | $1.9B |
| 净利润 | $61.0M | $226.6M |
| 毛利率 | 44.9% | 38.9% |
| 营业利润率 | — | 16.8% |
| 净利率 | 7.1% | 12.2% |
| 营收同比 | 4.3% | 2.9% |
| 净利润同比 | 251.4% | 5.3% |
| 每股收益（稀释后） | $0.20 | $0.84 |
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MATMKC
| Q1 26 | $862.2M | — | ||
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $1.7B | $1.7B | ||
| Q2 25 | $1.0B | $1.7B | ||
| Q1 25 | $826.6M | $1.6B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.8B | $1.7B | ||
| Q2 24 | $1.1B | $1.6B |
净利润MATMKC
| Q1 26 | $61.0M | — | ||
| Q4 25 | $106.2M | $226.6M | ||
| Q3 25 | $278.4M | $225.5M | ||
| Q2 25 | $53.4M | $175.0M | ||
| Q1 25 | $-40.3M | $162.3M | ||
| Q4 24 | $140.9M | $215.2M | ||
| Q3 24 | $372.4M | $223.1M | ||
| Q2 24 | $56.9M | $184.2M |
毛利率MATMKC
| Q1 26 | 44.9% | — | ||
| Q4 25 | 45.9% | 38.9% | ||
| Q3 25 | 50.0% | 37.4% | ||
| Q2 25 | 50.9% | 37.5% | ||
| Q1 25 | 49.4% | 37.6% | ||
| Q4 24 | 50.7% | 40.2% | ||
| Q3 24 | 53.1% | 38.7% | ||
| Q2 24 | 49.2% | 37.7% |
营业利润率MATMKC
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 16.8% | ||
| Q3 25 | 21.9% | 16.7% | ||
| Q2 25 | 7.7% | 14.8% | ||
| Q1 25 | -6.4% | 14.0% | ||
| Q4 24 | 9.6% | 17.0% | ||
| Q3 24 | 26.5% | 17.1% | ||
| Q2 24 | 7.7% | 14.2% |
净利率MATMKC
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.0% | 12.2% | ||
| Q3 25 | 16.0% | 13.1% | ||
| Q2 25 | 5.2% | 10.5% | ||
| Q1 25 | -4.9% | 10.1% | ||
| Q4 24 | 8.6% | 12.0% | ||
| Q3 24 | 20.2% | 13.3% | ||
| Q2 24 | 5.3% | 11.2% |
每股收益（稀释后）MATMKC
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.32 | $0.84 | ||
| Q3 25 | $0.88 | $0.84 | ||
| Q2 25 | $0.16 | $0.65 | ||
| Q1 25 | $-0.12 | $0.60 | ||
| Q4 24 | $0.40 | $0.79 | ||
| Q3 24 | $1.09 | $0.83 | ||
| Q2 24 | $0.17 | $0.68 |
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 | $866.0M | $95.9M |
| 总债务越低越好 | $2.3B | $3.6B |
| 股东权益账面价值 | $2.1B | $5.7B |
| 总资产 | $6.3B | $13.2B |
| 负债/权益比越低杠杆越低 | 1.11× | 0.63× |
8季度趋势，按日历期对齐
现金及短期投资MATMKC
| Q1 26 | $866.0M | — | ||
| Q4 25 | $1.2B | $95.9M | ||
| Q3 25 | $691.9M | $94.9M | ||
| Q2 25 | $870.5M | $124.1M | ||
| Q1 25 | $1.2B | $102.8M | ||
| Q4 24 | $1.4B | $186.1M | ||
| Q3 24 | $723.5M | $200.8M | ||
| Q2 24 | $722.4M | $166.3M |
总债务MATMKC
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $3.6B | ||
| Q3 25 | $2.3B | $3.9B | ||
| Q2 25 | $2.3B | $3.9B | ||
| Q1 25 | $2.3B | $3.9B | ||
| Q4 24 | $2.3B | $3.9B | ||
| Q3 24 | $2.3B | $3.4B | ||
| Q2 24 | $2.3B | $4.1B |
股东权益MATMKC
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.2B | $5.7B | ||
| Q3 25 | $2.3B | $5.8B | ||
| Q2 25 | $2.2B | $5.6B | ||
| Q1 25 | $2.1B | $5.4B | ||
| Q4 24 | $2.3B | $5.3B | ||
| Q3 24 | $2.3B | $5.4B | ||
| Q2 24 | $2.0B | $5.3B |
总资产MATMKC
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.6B | $13.2B | ||
| Q3 25 | $6.6B | $13.2B | ||
| Q2 25 | $6.2B | $13.2B | ||
| Q1 25 | $6.2B | $12.9B | ||
| Q4 24 | $6.5B | $13.1B | ||
| Q3 24 | $6.5B | $13.2B | ||
| Q2 24 | $5.9B | $13.0B |
负债/权益比MATMKC
| Q1 26 | 1.11× | — | ||
| Q4 25 | 1.04× | 0.63× | ||
| Q3 25 | 1.03× | 0.67× | ||
| Q2 25 | 1.08× | 0.69× | ||
| Q1 25 | 1.10× | 0.71× | ||
| Q4 24 | 1.03× | 0.73× | ||
| Q3 24 | 1.01× | 0.63× | ||
| Q2 24 | 1.18× | 0.77× |
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 | — | $542.0M |
| 自由现金流经营现金流 - 资本支出 | $-88.1M | — |
| 自由现金流率自由现金流/营收 | -10.2% | — |
| 资本支出强度资本支出/营收 | 7.6% | — |
| 现金转化率经营现金流/净利润 | — | 2.39× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MATMKC
| Q1 26 | — | — | ||
| Q4 25 | $796.6M | $542.0M | ||
| Q3 25 | $72.0M | $258.8M | ||
| Q2 25 | $-300.1M | $45.9M | ||
| Q1 25 | $24.8M | $115.5M | ||
| Q4 24 | $862.1M | $458.7M | ||
| Q3 24 | $155.8M | $161.7M | ||
| Q2 24 | $-252.9M | $163.1M |
自由现金流MATMKC
| Q1 26 | $-88.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $206.1M | ||
| Q2 25 | — | $-2.4M | ||
| Q1 25 | — | $78.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $102.7M | ||
| Q2 24 | — | $94.8M |
自由现金流率MATMKC
| Q1 26 | -10.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | -0.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 5.8% |
资本支出强度MATMKC
| Q1 26 | 7.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 4.2% |
现金转化率MATMKC
| Q1 26 | — | — | ||
| Q4 25 | 7.50× | 2.39× | ||
| Q3 25 | 0.26× | 1.15× | ||
| Q2 25 | -5.62× | 0.26× | ||
| Q1 25 | — | 0.71× | ||
| Q4 24 | 6.12× | 2.13× | ||
| Q3 24 | 0.42× | 0.72× | ||
| Q2 24 | -4.45× | 0.89× |
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
MAT
暂无分部数据
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
