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麦当劳（MCD）与摩根士丹利（MS）财务数据对比。点击上方公司名可切换其他公司
摩根士丹利的季度营收约是麦当劳的1.6倍（$10.7B vs $6.5B），摩根士丹利净利率更高（52.6% vs 30.4%，领先22.2%），摩根士丹利同比增速更快（16.0% vs 9.4%），过去两年麦当劳的营收复合增速更高（0.2% vs -15.8%）
麦当劳是源自美国的知名跨国连锁快餐品牌，主营汉堡、薯条、炸鸡等快餐食品，业务覆盖全球多个国家和地区。截至2024年，其全球门店数量在所有餐饮连锁品牌中位列第二，仅次于中国本土品牌蜜雪冰城。
摩根士丹利是总部位于美国纽约曼哈顿中城百老汇1585号的跨国投资银行及金融服务提供商，在全球42个国家设有办事处，员工超8万名，服务客户涵盖企业、政府、机构及个人。2023年该公司位列美国财富500强第61位，同年位居福布斯全球2000强第30位。
MCD vs MS — 直观对比
营收规模更大
MS
是对方的1.6倍
$6.5B
营收增速更快
MS
高出6.6%
9.4%
净利率更高
MS
高出22.2%
30.4%
两年增速更快
MCD
近两年复合增速
-15.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $6.5B | $10.7B |
| 净利润 | $2.0B | $5.6B |
| 毛利率 | — | — |
| 营业利润率 | 0.1% | — |
| 净利率 | 30.4% | 52.6% |
| 营收同比 | 9.4% | 16.0% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $2.00 | — |
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MCDMS
| Q1 26 | $6.5B | $10.7B | ||
| Q4 25 | $7.0B | $17.9B | ||
| Q3 25 | $7.1B | $18.2B | ||
| Q2 25 | $6.8B | $16.8B | ||
| Q1 25 | $6.0B | $17.7B | ||
| Q4 24 | $6.4B | — | ||
| Q3 24 | $6.9B | $15.4B | ||
| Q2 24 | $6.5B | $15.0B |
净利润MCDMS
| Q1 26 | $2.0B | $5.6B | ||
| Q4 25 | $2.2B | $4.4B | ||
| Q3 25 | $2.3B | $4.6B | ||
| Q2 25 | $2.3B | $3.5B | ||
| Q1 25 | $1.9B | $4.3B | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.3B | $3.2B | ||
| Q2 24 | $2.0B | $3.1B |
毛利率MCDMS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 90.6% | — | ||
| Q2 25 | 90.4% | — | ||
| Q1 25 | 89.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 90.6% | — | ||
| Q2 24 | 90.3% | — |
营业利润率MCDMS
| Q1 26 | 0.1% | — | ||
| Q4 25 | 45.0% | 32.2% | ||
| Q3 25 | 47.4% | 33.1% | ||
| Q2 25 | 47.2% | 27.5% | ||
| Q1 25 | 44.5% | 31.3% | ||
| Q4 24 | 44.9% | — | ||
| Q3 24 | 46.4% | 27.4% | ||
| Q2 24 | 45.0% | 27.1% |
净利率MCDMS
| Q1 26 | 30.4% | 52.6% | ||
| Q4 25 | 30.9% | 24.6% | ||
| Q3 25 | 32.2% | 25.3% | ||
| Q2 25 | 32.9% | 21.1% | ||
| Q1 25 | 31.4% | 24.3% | ||
| Q4 24 | 31.6% | — | ||
| Q3 24 | 32.8% | 20.7% | ||
| Q2 24 | 31.2% | 20.5% |
每股收益（稀释后）MCDMS
| Q1 26 | $2.00 | — | ||
| Q4 25 | $3.03 | $2.68 | ||
| Q3 25 | $3.18 | $2.80 | ||
| Q2 25 | $3.14 | $2.13 | ||
| Q1 25 | $2.60 | $2.60 | ||
| Q4 24 | $2.80 | — | ||
| Q3 24 | $3.13 | $1.88 | ||
| Q2 24 | $2.80 | $1.82 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $5.1M |
| 总资产 | — | $1581.4B |
| 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MCDMS
| Q1 26 | — | — | ||
| Q4 25 | $774.0M | $111.7B | ||
| Q3 25 | $2.4B | $103.7B | ||
| Q2 25 | $1.9B | $109.1B | ||
| Q1 25 | $1.2B | $90.7B | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.2B | $91.1B | ||
| Q2 24 | $792.0M | $90.2B |
总债务MCDMS
| Q1 26 | — | — | ||
| Q4 25 | $40.0B | $341.7B | ||
| Q3 25 | — | $324.1B | ||
| Q2 25 | — | $320.1B | ||
| Q1 25 | — | $297.0B | ||
| Q4 24 | $38.4B | — | ||
| Q3 24 | — | $291.2B | ||
| Q2 24 | — | $269.9B |
股东权益MCDMS
| Q1 26 | — | $5.1M | ||
| Q4 25 | $-1.8B | $111.6B | ||
| Q3 25 | $-2.2B | $110.0B | ||
| Q2 25 | $-2.8B | $108.2B | ||
| Q1 25 | $-3.5B | $106.8B | ||
| Q4 24 | $-3.8B | — | ||
| Q3 24 | $-5.2B | $103.6B | ||
| Q2 24 | $-4.8B | $100.7B |
总资产MCDMS
| Q1 26 | — | $1581.4B | ||
| Q4 25 | $59.5B | $1420.3B | ||
| Q3 25 | $60.6B | $1364.8B | ||
| Q2 25 | $59.6B | $1353.9B | ||
| Q1 25 | $56.3B | $1300.3B | ||
| Q4 24 | $55.2B | — | ||
| Q3 24 | $56.2B | $1258.0B | ||
| Q2 24 | $53.8B | $1212.4B |
负债/权益比MCDMS
| Q1 26 | — | — | ||
| Q4 25 | — | 3.06× | ||
| Q3 25 | — | 2.95× | ||
| Q2 25 | — | 2.96× | ||
| Q1 25 | — | 2.78× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.81× | ||
| Q2 24 | — | 2.68× |
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
MCD
| Other | $2.5B | 38% |
| International Operated Markets | $1.8B | 27% |
| U.S | $1.8B | 27% |
| International Developmental Licensed Markets & Corporate | $476.0M | 7% |
MS
暂无分部数据
